Ongoing US-Iran tensions, including a reimposed naval blockade and repeated vessel attacks in July-August 2026, remain the dominant driver behind the 75.5% market-implied probability that Strait of Hormuz traffic will not normalize by November 30. Traffic has stayed near 1-2 daily transits versus a pre-crisis average of 60-100, with war-risk insurance premiums rendering most commercial voyages uneconomic and shipowners diverting routes. Recent Iranian seizures, strikes on bulk carriers, and stalled ceasefire talks have reinforced trader views that de-escalation sufficient for sustained high-volume flows is unlikely within the three-month window. Key near-term catalysts include Iran-Oman negotiations and any shifts in US sanctions enforcement, though historical precedents of prolonged chokepoint disruptions support the current consensus priced into prediction markets.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$68,244 Vol.
$68,244 Vol.
$68,244 Vol.
$68,244 Vol.
Daily transit calls include container, dry bulk, roll-on/roll-off, general cargo, and tanker ships. Ships not reported by IMF Portwatch will not be considered.
This market will resolve as soon as IMF Portwatch publishes a 7-day moving average of transit calls equal to or above the specified level, or once data has been published for the final date in the specified period and no such value has been published. If no data has been published for the final date of the specified period within 14 calendar days (ET) after the end of that period, this market will resolve based on data published up to that point.
Revisions to previously published data points made within this market’s timeframe will be considered. However, they will not disqualify a previously published data point from qualifying. Revisions to previously published data points after data is published for November 30, 2026, however, will not be considered.
In case of obvious data integrity issues (i.e., erroneous data), the market may remain open until the end of the third calendar day (ET) after the date on which such data is first released to allow for corrections. Data integrity issues refer only to clerical or other similar errors in the underlying data, and do not include cases where IMF Portwatch differs from alternative sources.
The resolution source for this market will be IMF Portwatch, specifically the transit calls data published for the Strait of Hormuz at https://portwatch.imf.org/pages/cb5856222a5b4105adc6ee7e880a1730, both in the chart and through downloadable files.
Market Opened: Aug 10, 2026, 6:39 PM ET
Resolver
0x65070BE91...Daily transit calls include container, dry bulk, roll-on/roll-off, general cargo, and tanker ships. Ships not reported by IMF Portwatch will not be considered.
This market will resolve as soon as IMF Portwatch publishes a 7-day moving average of transit calls equal to or above the specified level, or once data has been published for the final date in the specified period and no such value has been published. If no data has been published for the final date of the specified period within 14 calendar days (ET) after the end of that period, this market will resolve based on data published up to that point.
Revisions to previously published data points made within this market’s timeframe will be considered. However, they will not disqualify a previously published data point from qualifying. Revisions to previously published data points after data is published for November 30, 2026, however, will not be considered.
In case of obvious data integrity issues (i.e., erroneous data), the market may remain open until the end of the third calendar day (ET) after the date on which such data is first released to allow for corrections. Data integrity issues refer only to clerical or other similar errors in the underlying data, and do not include cases where IMF Portwatch differs from alternative sources.
The resolution source for this market will be IMF Portwatch, specifically the transit calls data published for the Strait of Hormuz at https://portwatch.imf.org/pages/cb5856222a5b4105adc6ee7e880a1730, both in the chart and through downloadable files.
Resolver
0x65070BE91...Ongoing US-Iran tensions, including a reimposed naval blockade and repeated vessel attacks in July-August 2026, remain the dominant driver behind the 75.5% market-implied probability that Strait of Hormuz traffic will not normalize by November 30. Traffic has stayed near 1-2 daily transits versus a pre-crisis average of 60-100, with war-risk insurance premiums rendering most commercial voyages uneconomic and shipowners diverting routes. Recent Iranian seizures, strikes on bulk carriers, and stalled ceasefire talks have reinforced trader views that de-escalation sufficient for sustained high-volume flows is unlikely within the three-month window. Key near-term catalysts include Iran-Oman negotiations and any shifts in US sanctions enforcement, though historical precedents of prolonged chokepoint disruptions support the current consensus priced into prediction markets.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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