CM ClearMarket
SYSTEM: LIVE · PRICES: HOURLY REFRESH · COVERAGE: ~3,860 EVENTS / ~39,200 MARKETS · KALSHI + POLYMARKET

Strait of Hormuz traffic returning to normal by year-end stays a long shot

Polymarket 13%
record: CMSIG2026110206 | category: momentum-repricing | target: CM-EVT-LCPV825X09 | published: 2026-11-02
4-bullet brief | narrative
  • Polymarket prices Strait of Hormuz traffic returning to normal by December 31 at just 13%, a strong long-shot read.
  • Tehran's conditional offer via Qatar is a significant diplomatic signal, but the Polymarket contract shows markets are not treating it as a near-certain breakthrough.
  • The gap between the headline optimism and the 13% contract price reflects skepticism about US acceptance and implementation speed.
  • Iran nuclear test (CM-EVT-YQ6BFV3GX1 at 4%) and NPT withdrawal (CM-EVT-BR5SMCCW00 at 7%) contracts suggest markets see escalation as unlikely but not zero.
atomic briefs
[01] news_event
significance
surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market
story
Iran passed a proposal through Qatari mediators promising restored Hormuz security if the US agrees to a two-day diplomatic plan.exa_search → Barbara Angopa, Usaid Siddiqui · as_of 2026-11-02T17:44:20+00:00
[mediated]
publisher
Barbara Angopa, Usaid Siddiqui
published_at
2026-11-02T00:00:00.000Z
[02] pm_response
interp
Polymarket contract resolves via uma_oracle based on verified reports of normalized commercial shipping through the Strait of Hormuz by December 31.llm_judge_cm_signal_v1
[editorial]
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.

external
venue_a
polymarket · 0x5c79dfde05559b79a9cb9f7c4187e4d49632dd042572ae676952f812732591cc
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.

HTMLbrowsers, AI grounded search, crawlers (contains embedded JSON-LD @type: Dataset)https://clearmarket.fyi/signals/hormuz-traffic-normal-by-dec-31-polymarket-13-2026-11-02/
JSONREST API for developershttps://clearmarket.fyi/signals/hormuz-traffic-normal-by-dec-31-polymarket-13-2026-11-02.json
MCPagentic AI tool call (Claude Desktop, Cursor, Continue)clearmarket.get_signal("hormuz-traffic-normal-by-dec-31-polymarket-13-2026-11-02")
AGENTAI 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": "CMSIG2026110206",
  "published_at": "2026-11-02T00:00:00.000Z",
  "detection": "news_cycle",
  "category_tag": "MOMENTUM_REPRICING",
  "secondary_tags": [],
  "pre_news_classification": "concurrent",
  "target_event_id": "CM-EVT-LCPV825X09",
  "target_event_slug": "strait-of-hormuz-traffic-returns-to-normal-by-december-31",
  "event_question": "Will Strait of Hormuz traffic return to normal by December 31?",
  "bullets": [
    "Polymarket prices Strait of Hormuz traffic returning to normal by December 31 at just 13%, a strong long-shot read.",
    "Tehran's conditional offer via Qatar is a significant diplomatic signal, but the Polymarket contract shows markets are not treating it as a near-certain breakthrough.",
    "The gap between the headline optimism and the 13% contract price reflects skepticism about US acceptance and implementation speed.",
    "Iran nuclear test (CM-EVT-YQ6BFV3GX1 at 4%) and NPT withdrawal (CM-EVT-BR5SMCCW00 at 7%) contracts suggest markets see escalation as unlikely but not zero."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "Barbara Angopa, Usaid Siddiqui",
          "source_url": "https://www.aljazeera.com/news/liveblog/2026/11/2/iran-war-live-tankers-hit-in-hormuz-trump-again-says-conflict-to-end-soon",
          "retrieved_at": "2026-11-02T17:44:20+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": "Iran passed a proposal through Qatari mediators promising restored Hormuz security if the US agrees to a two-day diplomatic plan.",
      "publisher": "Barbara Angopa, Usaid Siddiqui",
      "published_at": "2026-11-02T00:00:00.000Z",
      "source_url": "https://www.aljazeera.com/news/liveblog/2026/11/2/iran-war-live-tankers-hit-in-hormuz-trump-again-says-conflict-to-end-soon"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket contract resolves via uma_oracle based on verified reports of normalized commercial shipping through the Strait of Hormuz by December 31."
    }
  ],
  "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-december-31/",
      "related": []
    },
    "external": {
      "venue_a": null,
      "venue_b": null,
      "benchmark": null
    }
  },
  "sources": [
    {
      "label": "Barbara Angopa, Usaid Siddiqui: Iran war live: Tehran says Hormuz ‘security restored’ if US agrees to",
      "url": "https://www.aljazeera.com/news/liveblog/2026/11/2/iran-war-live-tankers-hit-in-hormuz-trump-again-says-conflict-to-end-soon",
      "published_at": "2026-11-02T00:00:00.000Z",
      "retrieved_at": "2026-11-02T17:44:20+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 CMSIG2026110206 published 2026-11-02T00:00:00.000Z signature sha256-c5c6a21916a… ← underlying event all signals →