Ongoing U.S.-Iran tensions and repeated breakdowns in ceasefires since the February 2026 conflict onset remain the dominant driver behind the 56.5% market-implied probability of no return to normal Strait of Hormuz traffic this year. Daily transits hover near 1-2% of the pre-crisis average of roughly 60 vessels, reflecting Iranian routing demands, U.S. naval blockades, vessel attacks, elevated war-risk insurance premiums, and slow mine-clearance progress. Recent July-August volatility has reinforced trader consensus for extended disruption, with modest September through December probabilities (7.5-13.5%) pricing in potential de-escalation windows. Markets continue to weigh geopolitical resolution timelines against the multi-month lag for full commercial recovery even after any agreement.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jourPas de retour à un trafic normal en 2026 56%
September 14%
December 11%
November 8%
$295,198 Vol.
$295,198 Vol.
August
2%
September
14%
October
8%
November
8%
December
11%
Pas de retour à un trafic normal en 2026
56%
Pas de retour à un trafic normal en 2026 56%
September 14%
December 11%
November 8%
$295,198 Vol.
$295,198 Vol.
August
2%
September
14%
October
8%
November
8%
December
11%
Pas de retour à un trafic normal en 2026
56%
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.
Marché ouvert : 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 U.S.-Iran tensions and repeated breakdowns in ceasefires since the February 2026 conflict onset remain the dominant driver behind the 56.5% market-implied probability of no return to normal Strait of Hormuz traffic this year. Daily transits hover near 1-2% of the pre-crisis average of roughly 60 vessels, reflecting Iranian routing demands, U.S. naval blockades, vessel attacks, elevated war-risk insurance premiums, and slow mine-clearance progress. Recent July-August volatility has reinforced trader consensus for extended disruption, with modest September through December probabilities (7.5-13.5%) pricing in potential de-escalation windows. Markets continue to weigh geopolitical resolution timelines against the multi-month lag for full commercial recovery even after any agreement.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour

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