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

Hormuz traffic back to normal by year-end sits below 40 percent

Polymarket 36%
record: CMSIG2026081804 | category: momentum-repricing | target: CM-EVT-LCPV825X09 | published: 2026-08-18
4-bullet brief | narrative
  • Polymarket prices only 36% on Strait of Hormuz traffic returning to normal by December 31, resolving via UMA oracle.
  • Active ship attacks and Trump's public denial of any Iran talks are consistent with the market's below-50% read, the news and the price are aligned on a pessimistic outlook.
  • Trump's claim that the strait is 'open and operating' and that mines have been removed is contradicted by the ship attack reported the same day, likely reinforcing the market's skepticism.
  • Resolves via UMA oracle assessing traffic normalization against defined baseline; settlement edge case exists if partial restoration is debated.
atomic briefs
[01] news_event
significance
surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market
story
A ship was attacked in the Strait of Hormuz as Iran throttled traffic and Trump said the US had no talks planned with Iran.exa_search → apnews.com · as_of 2026-08-19T08:31:28+00:00
[mediated]
publisher
apnews.com
published_at
2026-08-18T00:00:00.000Z
[02] pm_response
interp
Polymarket at 36% reflects sustained disruption risk; the news flow of active attacks and diplomatic breakdown is consistent with this pricing.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-36-2026-08-18/
JSONREST API for developershttps://clearmarket.fyi/signals/hormuz-traffic-normal-by-dec-31-polymarket-36-2026-08-18.json
MCPagentic AI tool call (Claude Desktop, Cursor, Continue)clearmarket.get_signal("hormuz-traffic-normal-by-dec-31-polymarket-36-2026-08-18")
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": "CMSIG2026081804",
  "published_at": "2026-08-18T00:00:00.000Z",
  "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 only 36% on Strait of Hormuz traffic returning to normal by December 31, resolving via UMA oracle.",
    "Active ship attacks and Trump's public denial of any Iran talks are consistent with the market's below-50% read, the news and the price are aligned on a pessimistic outlook.",
    "Trump's claim that the strait is 'open and operating' and that mines have been removed is contradicted by the ship attack reported the same day, likely reinforcing the market's skepticism.",
    "Resolves via UMA oracle assessing traffic normalization against defined baseline; settlement edge case exists if partial restoration is debated."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "apnews.com",
          "source_url": "https://apnews.com/article/iran-us-israel-lebanon-gaza-hormuz-august-18-2026-9c48af23b713709e8e170191fbc78c2a",
          "retrieved_at": "2026-08-19T08:31:28+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": "A ship was attacked in the Strait of Hormuz as Iran throttled traffic and Trump said the US had no talks planned with Iran.",
      "publisher": "apnews.com",
      "published_at": "2026-08-18T00:00:00.000Z",
      "source_url": "https://apnews.com/article/iran-us-israel-lebanon-gaza-hormuz-august-18-2026-9c48af23b713709e8e170191fbc78c2a"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket at 36% reflects sustained disruption risk; the news flow of active attacks and diplomatic breakdown is consistent with this pricing."
    }
  ],
  "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": "apnews.com: Ship attacked in Hormuz strait as Iran throttles traffic through key w",
      "url": "https://apnews.com/article/iran-us-israel-lebanon-gaza-hormuz-august-18-2026-9c48af23b713709e8e170191fbc78c2a",
      "published_at": "2026-08-18T00:00:00.000Z",
      "retrieved_at": "2026-08-19T08:31:28+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 CMSIG2026081804 published 2026-08-18T00:00:00.000Z signature sha256-db431ba6ec4… ← underlying event all signals →