Persistent geopolitical tensions from the 2026 US-Iran conflict, including renewed Iranian attacks on vessels in mid-August and the active US naval blockade, continue to suppress Strait of Hormuz transits to roughly 1-2% of pre-war norms, with war-risk insurance premiums at 9% versus a typical 0.15%. These conditions underpin the 59% market-implied probability of no return to normal traffic through 2026, as elevated shipping costs and vessel backlogs deter commercial flows of oil and LNG. Recent attacks on ADNOC tankers and stalled diplomatic progress on safe passage protocols have reinforced trader consensus around delayed recovery, while modest December odds at 12.5% reflect limited scope for de-escalation before year-end. Key catalysts ahead include any shifts in US sanctions policy or Iranian compliance with passage agreements.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · ActualizadoNo retorno al tráfico normal en 2026 66%
December 12%
October 8%
November 8%
$301,193 Vol.
$301,193 Vol.
August
2%
September
7%
October
8%
November
8%
December
12%
No retorno al tráfico normal en 2026
66%
No retorno al tráfico normal en 2026 66%
December 12%
October 8%
November 8%
$301,193 Vol.
$301,193 Vol.
August
2%
September
7%
October
8%
November
8%
December
12%
No retorno al tráfico normal en 2026
66%
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.
The qualifying month will be the calendar month containing the date associated with the first qualifying data point published by IMF PortWatch.
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 of the specified month, and no such value has been published.
If data is published for December 31, 2026 and a qualifying data point has not been published for any month, this market will resolve to “No Return to Normal Traffic in 2026.” If no data has been published for December 31, 2026 by January 31, 2027, 11:59 PM ET, 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 the final date in the specified month, 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.
Mercado abierto: Jul 8, 2026, 2:43 PM ET
Resolver
0x69c47De9D...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.
The qualifying month will be the calendar month containing the date associated with the first qualifying data point published by IMF PortWatch.
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 of the specified month, and no such value has been published.
If data is published for December 31, 2026 and a qualifying data point has not been published for any month, this market will resolve to “No Return to Normal Traffic in 2026.” If no data has been published for December 31, 2026 by January 31, 2027, 11:59 PM ET, 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 the final date in the specified month, 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
0x69c47De9D...Persistent geopolitical tensions from the 2026 US-Iran conflict, including renewed Iranian attacks on vessels in mid-August and the active US naval blockade, continue to suppress Strait of Hormuz transits to roughly 1-2% of pre-war norms, with war-risk insurance premiums at 9% versus a typical 0.15%. These conditions underpin the 59% market-implied probability of no return to normal traffic through 2026, as elevated shipping costs and vessel backlogs deter commercial flows of oil and LNG. Recent attacks on ADNOC tankers and stalled diplomatic progress on safe passage protocols have reinforced trader consensus around delayed recovery, while modest December odds at 12.5% reflect limited scope for de-escalation before year-end. Key catalysts ahead include any shifts in US sanctions policy or Iranian compliance with passage agreements.
Resumen experimental generado por IA con datos de Polymarket. Esto no es asesoramiento de trading y no influye en cómo se resuelve este mercado. · Actualizado

Cuidado con los enlaces externos.
Cuidado con los enlaces externos.
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