Recent diplomatic overtures and the fragile April 2026 ceasefire have driven the 77.5% market-implied probability that Strait of Hormuz traffic returns to normal by December 31, reflecting trader consensus on incremental de-escalation in the U.S.-Iran conflict. Traffic remains constrained at roughly 5% of pre-February 2026 averages amid ongoing naval restrictions and over 1,550 stranded vessels, yet limited mid-May approvals for Chinese transits and paused U.S. escort operations signal easing tensions. Oil and LNG forward curves continue to embed the waterway’s 20% share of global energy exports, pricing in anticipated normalization rather than extended disruption. Key catalysts ahead include further bilateral talks and naval deconfliction agreements that could clear backlogs and restore daily passages to pre-crisis levels of 120–140.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui$136,827 Vol.
$136,827 Vol.
$136,827 Vol.
$136,827 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 December 31, 2026, however, will not be considered.
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.
Pasar Dibuka: May 11, 2026, 8:59 AM 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 December 31, 2026, however, will not be considered.
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...Recent diplomatic overtures and the fragile April 2026 ceasefire have driven the 77.5% market-implied probability that Strait of Hormuz traffic returns to normal by December 31, reflecting trader consensus on incremental de-escalation in the U.S.-Iran conflict. Traffic remains constrained at roughly 5% of pre-February 2026 averages amid ongoing naval restrictions and over 1,550 stranded vessels, yet limited mid-May approvals for Chinese transits and paused U.S. escort operations signal easing tensions. Oil and LNG forward curves continue to embed the waterway’s 20% share of global energy exports, pricing in anticipated normalization rather than extended disruption. Key catalysts ahead include further bilateral talks and naval deconfliction agreements that could clear backlogs and restore daily passages to pre-crisis levels of 120–140.
Ringkasan eksperimental yang dihasilkan AI dengan referensi data Polymarket. Ini bukan saran trading dan tidak berperan dalam bagaimana pasar ini diselesaikan. · Diperbarui
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