CM ClearMarket
SYSTEM: LIVE · PRICES: HOURLY REFRESH · COVERAGE: ~1,860 EVENTS / ~11,500 MARKETS · KALSHI + POLYMARKET

Hormuz traffic normal by December holds above three-quarters

Polymarket 76%
record: CMSIG2026061003 | category: momentum-repricing | target: CM-EVT-LCPV825X09 | published: 2026-06-10
4-bullet brief | narrative
  • Polymarket prices Strait of Hormuz traffic returning to normal by December 31 at 76%, despite active US-Iran military exchanges.
  • The news of Iran striking US bases is consistent with near-term disruption, yet the market maintains a strong majority view that normalcy returns within six months.
  • The June 30 normal-traffic contract sits at only 20%, reflecting near-zero confidence in a rapid resolution but leaving December odds elevated.
  • Resolves via portwatch.imf.org shipping data; a sustained blockade or mine-laying campaign would be required to push the December contract materially lower.
atomic briefs
[01] news_event
significance
surfaced in the daily Exa news-cycle scan; mechanically matched to an active polymarket market
story
Iran attacked US bases in Jordan and Bahrain, marking a major setback to truce talks and raising fresh doubts about Strait of Hormuz shipping.exa_search → Eoghan Dalton · as_of 2026-06-10T11:36:47+00:00
[mediated]
publisher
Eoghan Dalton
published_at
2026-06-10T09:16:09.000Z
[02] pm_response
interp
Polymarket's 76% December read versus 20% for end-June implies traders price the conflict as a weeks-to-months disruption, not a structural closure of the strait.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-76-2026-06-10/
JSONREST API for developershttps://clearmarket.fyi/signals/hormuz-traffic-normal-by-dec-31-polymarket-76-2026-06-10.json
MCPagentic AI tool call (Claude Desktop, Cursor, Continue)clearmarket.get_signal("hormuz-traffic-normal-by-dec-31-polymarket-76-2026-06-10")
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": "CMSIG2026061003",
  "published_at": "2026-06-10T09:16:09.000Z",
  "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 traffic through the Strait of Hormuz return to normal by December 31?",
  "bullets": [
    "Polymarket prices Strait of Hormuz traffic returning to normal by December 31 at 76%, despite active US-Iran military exchanges.",
    "The news of Iran striking US bases is consistent with near-term disruption, yet the market maintains a strong majority view that normalcy returns within six months.",
    "The June 30 normal-traffic contract sits at only 20%, reflecting near-zero confidence in a rapid resolution but leaving December odds elevated.",
    "Resolves via portwatch.imf.org shipping data; a sustained blockade or mine-laying campaign would be required to push the December contract materially lower."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "Eoghan Dalton",
          "source_url": "https://www.thejournal.ie/iran-us-2-7066011-Jun2026/",
          "retrieved_at": "2026-06-10T11:36:47+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 attacked US bases in Jordan and Bahrain, marking a major setback to truce talks and raising fresh doubts about Strait of Hormuz shipping.",
      "publisher": "Eoghan Dalton",
      "published_at": "2026-06-10T09:16:09.000Z",
      "source_url": "https://www.thejournal.ie/iran-us-2-7066011-Jun2026/"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket's 76% December read versus 20% for end-June implies traders price the conflict as a weeks-to-months disruption, not a structural closure of the strait."
    }
  ],
  "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": "Eoghan Dalton: Iran attacks US army bases in Jordan and Bahrain in latest setback to",
      "url": "https://www.thejournal.ie/iran-us-2-7066011-Jun2026/",
      "published_at": "2026-06-10T09:16:09.000Z",
      "retrieved_at": "2026-06-10T11:36:47+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 CMSIG2026061003 published 2026-06-10T09:16:09.000Z signature sha256-59849616ba4… ← underlying event all signals →