Ongoing U.S.-Iran hostilities since February 2026 have kept commercial transits through the Strait of Hormuz at a small fraction of pre-crisis norms of roughly 60 vessels daily, with recent August attacks, naval blockades, and Iranian threats sustaining the disruption. This backdrop underpins the 94.5% market-implied probability on “No” for normalization by September 30, as traders price in elevated war-risk premiums, restricted tanker flows, and stalled diplomatic talks. The consensus reflects skin-in-the-game assessment of persistent security risks and limited near-term de-escalation. A verified ceasefire agreement or sharp rebound in verified daily transits could still shift odds, though current momentum favors continued constraints into early fall.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$5,297,945 Vol.
$5,297,945 Vol.
$5,297,945 Vol.
$5,297,945 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 September 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: Jul 2, 2026, 4:44 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 September 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 U.S.-Iran hostilities since February 2026 have kept commercial transits through the Strait of Hormuz at a small fraction of pre-crisis norms of roughly 60 vessels daily, with recent August attacks, naval blockades, and Iranian threats sustaining the disruption. This backdrop underpins the 94.5% market-implied probability on “No” for normalization by September 30, as traders price in elevated war-risk premiums, restricted tanker flows, and stalled diplomatic talks. The consensus reflects skin-in-the-game assessment of persistent security risks and limited near-term de-escalation. A verified ceasefire agreement or sharp rebound in verified daily transits could still shift odds, though current momentum favors continued constraints into early fall.
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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