Persistent geopolitical tensions between the U.S. and Iran, including recent vessel attacks and competing sovereignty claims, continue to suppress Strait of Hormuz traffic well below pre-crisis norms of roughly 130-140 daily transits. Shipping data from Kpler and others show averages near 6-13 vessels per day as of mid-August 2026, reflecting ongoing risks that have kept commercial operators sidelined despite a June interim ceasefire. These dynamics drive the 85.5% market-implied probability that traffic will not normalize by September 30, as traders price in the need for sustained de-escalation, verified security guarantees, and resolution of Iranian conditions before volumes recover. Key near-term catalysts include any follow-on diplomatic talks or further incidents that could alter risk assessments and influence Fed-sensitive energy prices.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$3,247,183 Vol.
$3,247,183 Vol.
$3,247,183 Vol.
$3,247,183 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...Persistent geopolitical tensions between the U.S. and Iran, including recent vessel attacks and competing sovereignty claims, continue to suppress Strait of Hormuz traffic well below pre-crisis norms of roughly 130-140 daily transits. Shipping data from Kpler and others show averages near 6-13 vessels per day as of mid-August 2026, reflecting ongoing risks that have kept commercial operators sidelined despite a June interim ceasefire. These dynamics drive the 85.5% market-implied probability that traffic will not normalize by September 30, as traders price in the need for sustained de-escalation, verified security guarantees, and resolution of Iranian conditions before volumes recover. Key near-term catalysts include any follow-on diplomatic talks or further incidents that could alter risk assessments and influence Fed-sensitive energy prices.
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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