Ongoing geopolitical tensions from the U.S.-Iran conflict, including recent ship attacks and U.S. threats of sustained naval pressure in mid-August 2026, underpin the 65% implied probability that Strait of Hormuz traffic will not return to normal levels this year. Daily transits remain at roughly 1-2% of the pre-war average of 60 vessels, with zero crude shipments reported amid mine risks and insurance spikes. Trader consensus on platforms like Polymarket and Kalshi reflects these barriers, pricing only modest odds for a September-through-December rebound as de-escalation timelines extend into 2027. Market-implied odds also incorporate broader energy market effects, such as elevated global oil prices and rerouting costs, while acknowledging potential catalysts like formal ceasefires that could accelerate clearance operations.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · ОновленоNo Return to Normal Traffic in 2026 65%
December 9%
November 9%
October 8%
$304,603 Обс.
$304,603 Обс.
August
1%
September
7%
October
8%
November
9%
December
9%
No Return to Normal Traffic in 2026
65%
No Return to Normal Traffic in 2026 65%
December 9%
November 9%
October 8%
$304,603 Обс.
$304,603 Обс.
August
1%
September
7%
October
8%
November
9%
December
9%
No Return to Normal Traffic in 2026
65%
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.
Ринок відкрито: 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...Ongoing geopolitical tensions from the U.S.-Iran conflict, including recent ship attacks and U.S. threats of sustained naval pressure in mid-August 2026, underpin the 65% implied probability that Strait of Hormuz traffic will not return to normal levels this year. Daily transits remain at roughly 1-2% of the pre-war average of 60 vessels, with zero crude shipments reported amid mine risks and insurance spikes. Trader consensus on platforms like Polymarket and Kalshi reflects these barriers, pricing only modest odds for a September-through-December rebound as de-escalation timelines extend into 2027. Market-implied odds also incorporate broader energy market effects, such as elevated global oil prices and rerouting costs, while acknowledging potential catalysts like formal ceasefires that could accelerate clearance operations.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено

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Обережно з зовнішніми посиланнями.
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