Will 20 ships transit the Strait of Hormuz on any day by June 30, 2026?
Alpha Opportunity
Alpha Thesis
Our AI estimates a true probability of 73.0% vs the market's 93.3%, identifying a 20.4% edge on the NO side. Historically, over 30,000 vessels pass through the Strait annually, suggesting a high likelihood of at least 20 ships transiting on any given day. Current geopolitical tensions and potential disruptions could impact shipping, but the high demand for oil and gas supports continued traffic.
📐Key Metrics
Key Findings
- Historical shipping volume through the Strait of Hormuz — Historically, over 30,000 vessels pass through the Strait annually, suggesting a high likelihood of at least 20 ships transiting on any given day.
- Current geopolitical tensions and energy demand — Current geopolitical tensions and potential disruptions could impact shipping, but the high demand for oil and gas supports continued traffic.
- Resolution Criteria — This market resolves to 'Yes' if, for any date between market creation and June 30, 2026, the finalized daily number of 'Arrivals of Ships' for the Strait of Hormuz, as reported by IMF Portwatch (https://portwatch.imf.org/pages/cb5856222a5b4105adc6ee7e880a1730), is equal to or greater than 20. Otherwise, it resolves to 'No'. Data must be finalized (i.e., the next day's data point is available) to be considered. If data for the final date (June 30, 2026) is not finalized by the end of the third calendar day (ET) after its initial release, or if not all relevant data is released and finalized within 14 calendar days of June 30, 2026, the market resolves based on data published up to that point. Obvious data integrity issues may delay resolution for up to three calendar days (ET) to allow for corrections.
- 10 Sources Analyzed — Including eventc10000004 - IMF PortWatch - International Monetary Fund, A closer look at shipping traffic through the Strait of Hormuz with Gulf ..., Short-Term Energy Outlook: Global oil markets - EIA
Full Research Report
Unlock the complete analysis including probability assessment, Bayesian calculations, resolution rigor analysis, and strategic positioning recommendations across 4+ dimensions.
Alpha Quality Factors
Criteria that determine how exploitable this mispricing is
Human Bias Detected
Cognitive biases creating this alpha opportunity
The market overweights vivid, recent events, making this outcome feel more likely than it actually is.
The crowd may lack specialized knowledge that narrows the true probability range.
Near-expiry markets are susceptible to anchoring on the latest news cycle.