Recent Houthi maritime restrictions targeting Saudi-linked vessels, coupled with ballistic missile strikes in the Bab el-Mandeb corridor, have selectively compressed tanker transits while container operators accelerate partial Suez recoveries, with Maersk and MSC routing over 30% of prior Cape volumes back through the strait. Weekly AIS crossings have stabilized near 260–270 amid elevated war-risk premiums near 0.20–1.0% of hull value, yet laden commercial flows remain 24–40% below pre-July baselines and vulnerable to further dark activity or rerouting. Trader consensus around the 25–39 ship range prices in persistent but contained disruption through end-September, balancing modest volume rebounds against escalation risks that could push averages lower.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · UpdatedAvg. # of ships transiting Bab el-Mandeb Strait end of September?
25-29 48%
<25 38%
30-34 26%
40+ 24%
<25
38%
25-29
48%
30-34
26%
35-39
31%
40+
24%
25-29 48%
<25 38%
30-34 26%
40+ 24%
<25
38%
25-29
48%
30-34
26%
35-39
31%
40+
24%
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 the relevant data has been published. If the relevant data is not published within 14 calendar days of the specified date, this market will resolve based on the most recent data published up to that point.
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 “Arrivals of Ships” data published for the Bab el-Mandeb Strait at https://portwatch.imf.org/pages/6b1814d64903461b98144a6cc25eb79c.
Market Opened: Aug 26, 2026, 6:14 PM ET
Resolution Source
IMF PortWatchResolver
0x69c47De9D...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 the relevant data has been published. If the relevant data is not published within 14 calendar days of the specified date, this market will resolve based on the most recent data published up to that point.
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 “Arrivals of Ships” data published for the Bab el-Mandeb Strait at https://portwatch.imf.org/pages/6b1814d64903461b98144a6cc25eb79c.
Resolution Source
IMF PortWatchResolver
0x69c47De9D...Recent Houthi maritime restrictions targeting Saudi-linked vessels, coupled with ballistic missile strikes in the Bab el-Mandeb corridor, have selectively compressed tanker transits while container operators accelerate partial Suez recoveries, with Maersk and MSC routing over 30% of prior Cape volumes back through the strait. Weekly AIS crossings have stabilized near 260–270 amid elevated war-risk premiums near 0.20–1.0% of hull value, yet laden commercial flows remain 24–40% below pre-July baselines and vulnerable to further dark activity or rerouting. Trader consensus around the 25–39 ship range prices in persistent but contained disruption through end-September, balancing modest volume rebounds against escalation risks that could push averages lower.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
Beware of external links.
Beware of external links.
Frequently Asked Questions