Hormuz reopening by July 31 stays a near-certain long shot

Name: Hormuz reopening by July 31 stays a near-certain long shot
Creator: ClearMarket
Published: 2026-07-22T00:00:00.000Z
License: https://creativecommons.org/licenses/by/4.0/

Polymarket 1%

record: CMSIG2026072201 | category: momentum-repricing | target: CM-EVT-4J73Y3RD96 | published: 2026-07-22

4-bullet brief | narrative

Polymarket prices only 1% on Strait of Hormuz traffic returning to normal by July 31.
Rubio's statement that Iran is not serious about talks is fully consistent with the near-zero July probability.
The December 31 Polymarket contract sits at 54%, implying markets see a resolution window opening only after summer.
Resolves via UMA oracle; any ambiguity over what constitutes 'normal' traffic levels is the key settlement edge.

atomic briefs | structured for retrieval

[01] news_event

significance

surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market

story: Secretary of State Marco Rubio said the US will intensify strikes until Iran reopens the Strait of Hormuz, while accusing Tehran of failing to engage seriously in diplomacy.exa_search → irishtimes.com · as_of 2026-07-22T10:22:09+00:00
publisher: irishtimes.com
published_at: 2026-07-22T00:00:00.000Z
source_url: https://www.irishtimes.com/world/middle-east/2026/07/22/us-secretary-of-state-marco-rubio-claims-iran-not-serious-about-peace-talks/

[02] pm_response

interp: Polymarket's 1% July contract versus 54% December contract shows the market assigns essentially zero chance of near-term resolution but leaves the year-end outcome genuinely open.llm_judge_cm_signal_v1

evaluation

News-cycle wires publish on coverage, not editorial selection — the day’s top stories matched to the prediction markets pricing them, so nothing is cherry-picked.

judge_engine: none — deterministic news-cycle scan
judge_verdict: auto_published
judge_confidence: n/a — no judge gate (deterministic publishing)
prompt_template: news_cycle_v1 github · auditable
match_method: entity_slug_match (mechanical)

citation graph

Every wire traces back to the ClearMarket event it is built on, and out to each venue’s own market page — so any figure here can be verified at its source.

internal

cm_event: /events/strait-of-hormuz-traffic-returns-to-normal-by-july-31/

external

venue_a: polymarket · 0xb8e6d129a06d0ccb21d7b32eb529ea455eddba3cf29bfa097112202cbdf5bf21

programmatic access · four surfaces, same payload

AI grounded search reads embedded JSON-LD in HTML. Developers query REST. Agentic AI clients (Claude Desktop, Cursor) call MCP tools. AI crawlers index via /llms.txt. Same canonical record at every surface.

HTML	browsers, AI grounded search, crawlers (contains embedded JSON-LD `@type: Dataset`)	`https://clearmarket.fyi/signals/hormuz-back-to-normal-by-july-31-polymarket-1-2026-07-22/`
JSON	REST API for developers	`https://clearmarket.fyi/signals/hormuz-back-to-normal-by-july-31-polymarket-1-2026-07-22.json`
MCP	agentic AI tool call (Claude Desktop, Cursor, Continue)	`clearmarket.get_signal("hormuz-back-to-normal-by-july-31-polymarket-1-2026-07-22")`
AGENT	AI crawler discovery index	`/llms.txt`

 PM data: platform APIs (hourly refresh). News context: retrieved with source citations. Editorial judgment: LLM judge with prompt template versioned per wire type. Per-claim provenance inline above; full per-field provenance map at the JSON endpoint under field_provenance.
  raw JSON record · same payload returned by REST endpoint
 {
  "$schema": "https://clearmarket.fyi/schema/signal/v1.json",
  "provenance_version": "0.2.0",
  "record_id": "CMSIG2026072201",
  "published_at": "2026-07-22T00:00:00.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-4J73Y3RD96",
  "target_event_slug": "strait-of-hormuz-traffic-returns-to-normal-by-july-31",
  "event_question": "Will Strait of Hormuz traffic return to normal by July 31?",
  "bullets": [
    "Polymarket prices only 1% on Strait of Hormuz traffic returning to normal by July 31.",
    "Rubio's statement that Iran is not serious about talks is fully consistent with the near-zero July probability.",
    "The December 31 Polymarket contract sits at 54%, implying markets see a resolution window opening only after summer.",
    "Resolves via UMA oracle; any ambiguity over what constitutes 'normal' traffic levels is the key settlement edge."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "irishtimes.com",
          "source_url": "https://www.irishtimes.com/world/middle-east/2026/07/22/us-secretary-of-state-marco-rubio-claims-iran-not-serious-about-peace-talks/",
          "retrieved_at": "2026-07-22T10:22:09+00:00"
        }
      },
      "significance": {
        "threshold": 5,
        "threshold_unit": "rank",
        "passed": true,
        "reason": "surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market"
      },
      "story": "Secretary of State Marco Rubio said the US will intensify strikes until Iran reopens the Strait of Hormuz, while accusing Tehran of failing to engage seriously in diplomacy.",
      "publisher": "irishtimes.com",
      "published_at": "2026-07-22T00:00:00.000Z",
      "source_url": "https://www.irishtimes.com/world/middle-east/2026/07/22/us-secretary-of-state-marco-rubio-claims-iran-not-serious-about-peace-talks/"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket's 1% July contract versus 54% December contract shows the market assigns essentially zero chance of near-term resolution but leaves the year-end outcome genuinely open."
    }
  ],
  "evaluation": {
    "judge_engine": "none — deterministic news-cycle scan",
    "judge_verdict": "auto_published",
    "judge_confidence": null,
    "prompt_template": "news_cycle_v1"
  },
  "citations": {
    "internal": {
      "cm_event": "/events/strait-of-hormuz-traffic-returns-to-normal-by-july-31/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "irishtimes.com: US secretary of state Marco Rubio claims Iran not serious about peace",
      "url": "https://www.irishtimes.com/world/middle-east/2026/07/22/us-secretary-of-state-marco-rubio-claims-iran-not-serious-about-peace-talks/",
      "published_at": "2026-07-22T00:00:00.000Z",
      "retrieved_at": "2026-07-22T10:22:09+00:00"
    }
  ],
  "field_provenance": {
    "pm_data": "polymarket_api",
    "news_context": "exa_search",
    "editorial_judgment": "cm_signal_llm_judge"
  }
}
 
   PROVENANCE PROTOCOL v0.2 · [direct] venue api · [mediated] grounded web fetch + source url · [derived] computed from listed inputs · [editorial] versioned llm judgment · full spec /schema/provenance/v1

record CMSIG2026072201 published 2026-07-22T00:00:00.000Z signature sha256-1a1545e71da… ← underlying event all signals →