Strait of Hormuz traffic returns to normal by July 31?

Summary

The market prices YES at 24.5%, down 3.0 points in the last 24 hours on $166K of daily volume. Over the charted period the probability has ranged between 23.5% and 67.5%, trending downward by 11.0 points overall. Liquidity of $571K makes this a deep market where quotes are meaningful.

AI insight

This is a quantitative read derived from live Polymarket data only — no AI or news research was performed. Connect Ollama for local open-model analysis, or a hosted AI key for web-grounded research. Structurally: liquidity is deep enough that the printed probability is a credible consensus estimate, and the 3.0-point 24h move suggests no major new information in the last day.

Deterministic analysis from live Polymarket data only. Connect Ollama or a hosted AI key for generated reasoning.

Timeline

1. Jun 3

   Charted period opens at 35.5%

   Start of the available price history window.

2. Jun 11

   Period low: 23.5%

   Lowest market-implied probability of YES.

3. Jun 25

   Period high: 67.5%

   Peak market-implied probability of YES.

4. Jul 3

   Currently 24.5%

   Latest print with $166K of 24h volume.

Resolution rules

This market will resolve to “Yes” if IMF Portwatch publishes a 7-day moving average of transit calls (“Arrivals of Ships”) for the Strait of Hormuz equal to or above 60 for any date between market creation and July 31, 2026. Otherwise, this market will resolve to “No”. 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 July 31, 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.

Sources