🌍Geopolitics/POLYMARKET/May 26, 2026
polymarket market
Geopolitical event

Strait of Hormuz traffic returns to normal by July 31?

PRISM
82.0%
MARKET (PUBLISH)
45.5%
MARKET (SETTLED)
0%
MOVE
-46pp

PRISM detected 10.0pp mispricing — market held

PRISM estimated 82% against the market's 46%. This time, the market was right — a calibration data point.

PRISM MISSED-100% return
ISSUED FORECASTMay 21, 2026 at 5:21 AM
MODERATE · UNDERPRICED+10.0ppPRISM 82% · Market 46%
Live view diverged · PRISM reclassified to MODERATE with edge now +4.7pp. The issued forecast above is the historical commitment scored on the public ledger.
PRISM
82.0%
VS
MARKET
45.5%
EDGE DETECTED10.0pp
WEAK
MODERATE
STRONG
EXTREME
OUTCOME
NO
FORECAST
MODERATE
DIRECTION
UNDERPRICED
CONFIDENCE
MEDIUM
ACCURACY EDGE
-58
PUBLISHED
May 26, 2026
VIEW LIVE PRISM FORECASTSEdge scoring updated every 2h
1

What happened

This market resolved NO on August 4, 2026. The market's pricing turned out to be more accurate than PRISM's assessment.

Forecast Tape

5 events
  1. May 12, 6:07 PMPUBLISHED

    Prism 49% vs market 48% — NONE FAIR

  2. May 21, 5:21 AMRE-ANALYZED

    Forecast NONE → MODERATE at Prism 82%

  3. May 26, 8:09 AMRE-ANALYZED

    Prism 64% — edge +4.7pp

  4. May 26, 8:09 AMMARKET MOVED

    Market 48% → 60% (+12pp)

  5. Aug 4, 6:19 PMRESOLVED NO

    Resolved NO. Market was closer than Prism on this call.

2

What the market believed

MARKET PRICE · AT FORECAST TIME
45.5%

The market was pricing this event at 45.5% probability when PRISM generated its forecast. PRISM assessed this was too low — the market was underpricing the probability.

3

What PRISM believed

PRISM PROBABILITY
82.0%
EDGE DETECTED
10.0pp
FORECAST
MODERATE UNDERPRICED
Confidence
MEDIUM
Kelly Reference
N/A
PRISM Sizing (¼ Kelly · cap 5%)
N/A
PRISM REASONING
  • Probability estimate: 64%
  • Threshold is well below historic norms and there is ample time for a partial traffic recovery to briefly lift the 7‑day average above 60
FACTORS FOR
  • +Historic normal near 120–130 makes 60 a modest recovery level
  • +More than one‑year window increases chance of at least one ≥60 print
FACTORS AGAINST
  • Expert guidance suggests prolonged sub‑normal traffic into 2027
  • Large ship backlog and coordination may prolong constrained throughputs
RESOLUTION PATHS MODELED
Orderly but gradual recovery lifts 7‑day average ≥60 during 202642%
Operational catch‑up or scheduling spike briefly pushes average ≥6022%
Evidence 50%
SOURCES (7)
last day
  • Hormuz Strait Reopening Won't Normalize Supply Quicklychosun.com

    Hormuz Strait Reopening Wont Normalize Supply Quickly Four Months Needed for 80% Recovery; Full Normalization by 2027 The United States and Iran have.

    May 26Open →
  • Will the US Send Warships Through the Strait of Hormuz by June 30?lines.com

    Related market data shows the Strait of Hormuz traffic returning to normal by end of June at only 31 percent probability, suggesting ongoing disruption that ...

    May 26Open →
  • On May 31st 2026, what will the 7-day average ships passing ...manifold.markets

    Strait of Hormuz traffic returns to normal by end of June? [Polymarket] ... Free flow of shipping through the Strait of Hormuz returns to normal in 2026?

    May 26Open →
  • Nikkei: Iran to reopen Strait of Hormuz 30 days after US dealcryptobriefing.com

    Nikkei reports Iran will reopen Hormuz 30 days after a US deal; ceasefire extension by June 7 at 73.5% YES, Hormuz normal by May 31 at 3% YES.

    May 25Open →
  • The Strait of Hormuz is to be opened in 30 days, Oil down 7% – WTI ...marketpulse.com

    WTI Crude update: WTI Crude oil prices plunge 7% as President Trump projects a reopening of the Strait of Hormuz within 30 days. Explore our in-depth ...

    May 25Open →
  • Oil Predictions & Real-Time Odds - Polymarketpolymarket.com

    Strait of Hormuz traffic returns to normal by July 31? Politics·Iran. Strait of Hormuz traffic returns to normal by July 31? $1M Vol. $140K today. $122K Liq ...

    May 26Open →
  • IMF PortWatch resolution contextportwatch.imf.org

    Source: IMF PortWatch Resolution field: 7-day moving average of transit calls through Strait of Hormuz above 60, per IMF PortWatch Frequency: event-driven Contract terms: https://kalshi-public-docs.s3.amazonaws.com/contract_terms/POLITICALSTATTEMPORAL.pdf Known rule risks: Traders price this as geopolitical sentiment ("will Iran tensions ease?") but it's a DATA market with quantitative threshold; IMF PortWatch is publicly accessible — you can track the 7-day MA in real-time; "Transit calls" = ship passages, tracked by AIS (Automatic Identification System) data

    May 26Open →

PRISM RETRIEVES EVIDENCE FROM A CURATED LIST OF PRIMARY WIRES + OFFICIAL SOURCES

4

Why the gap existed

Prism's 36.5% edge call was wrong — market was right

CALIBRATION SCORECARD
PRISM ACCURACY
0.412
MARKET ACCURACY
0.354
EDGE
-57.6
Brier edge
The market's probability estimate was more accurate than PRISM's on this call.
5

How this forecast played out

1.PRISM analyzed Strait of Hormuz traffic returns to normal by July 31?, classifying it as underpriced at 45.5%.
2.Forecast classification: MODERATE UNDERPRICED — PRISM estimate 82.0% vs market 45.5%.
3.Kelly reference at forecast time: —% (¼ Kelly, capped at 5%; mathematical reference only — not a position recommendation).
4.Outcome: resolved NO.

Get live PRISM forecasts for Kalshi + Polymarket.

Edge scores, Kelly references, confidence levels, and resolution paths — updated every 2 hours, before the market corrects.

VIEW LIVE FORECASTS
PRISM: v0.9.176-actionable-slot-priority·Forecasted: May 26, 2026·Resolved: August 4, 2026·polymarket
For informational purposes only. Not financial advice. EdgeCal provides PRISM-generated market analysis and does not execute trades, manage funds, or guarantee returns. Past performance does not indicate future results.