Hormuz full reopening by year-end commands strong consensus

Name: Hormuz full reopening by year-end commands strong consensus
Creator: ClearMarket
Published: 2026-06-22T07:21:10.000Z
License: https://creativecommons.org/licenses/by/4.0/

Polymarket 78%

record: CMSIG2026062202 | category: momentum-repricing | target: CM-EVT-LCPV825X09 | published: 2026-06-22

4-bullet brief | narrative

Polymarket prices Strait of Hormuz traffic returning to normal by December 31 at 78%, reflecting confidence over the longer horizon.
Talk progress supports the year-end contract; Trump's threat to take over the Strait adds escalation risk but markets are not pricing a breakdown.
Near-term contracts tell a different story: June 30 reopening sits at only 18% and the July 31 contract at 47%, revealing a steep term structure.
The December 31 contract resolves via portwatch.imf.org traffic data; a full return to normal shipping volumes is the settlement bar, not a political agreement.

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: US-Iran Switzerland talks concluded with encouraging progress and technical sessions to continue, while Trump separately threatened to take over the Strait if it remains closed.exa_search → aljazeera.com · as_of 2026-06-22T13:32:28+00:00
publisher: aljazeera.com
published_at: 2026-06-22T07:21:10.000Z
source_url: https://www.aljazeera.com/news/2026/6/22/iran-war-day-115-lebanon-truce-appears-to-hold-as-switzerland-talks-end

[02] pm_response

interp: Polymarket's three-horizon ladder (18% June, 47% July, 78% December) captures the market's view that a deal is likely but weeks or months away, not imminent.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-december-31/

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.

HTML	browsers, AI grounded search, crawlers (contains embedded JSON-LD `@type: Dataset`)	`https://clearmarket.fyi/signals/strait-of-hormuz-normal-by-dec-31-polymarket-78-2026-06-22/`
JSON	REST API for developers	`https://clearmarket.fyi/signals/strait-of-hormuz-normal-by-dec-31-polymarket-78-2026-06-22.json`
MCP	agentic AI tool call (Claude Desktop, Cursor, Continue)	`clearmarket.get_signal("strait-of-hormuz-normal-by-dec-31-polymarket-78-2026-06-22")`
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": "CMSIG2026062202",
  "published_at": "2026-06-22T07:21:10.000Z",
  "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 78%, reflecting confidence over the longer horizon.",
    "Talk progress supports the year-end contract; Trump's threat to take over the Strait adds escalation risk but markets are not pricing a breakdown.",
    "Near-term contracts tell a different story: June 30 reopening sits at only 18% and the July 31 contract at 47%, revealing a steep term structure.",
    "The December 31 contract resolves via portwatch.imf.org traffic data; a full return to normal shipping volumes is the settlement bar, not a political agreement."
  ],
  "atomic_claims": [
    {
      "type": "news_event",
      "field_provenance": {
        "story": {
          "tier": "mediated",
          "method": "exa_search",
          "source": "aljazeera.com",
          "source_url": "https://www.aljazeera.com/news/2026/6/22/iran-war-day-115-lebanon-truce-appears-to-hold-as-switzerland-talks-end",
          "retrieved_at": "2026-06-22T13:32:28+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": "US-Iran Switzerland talks concluded with encouraging progress and technical sessions to continue, while Trump separately threatened to take over the Strait if it remains closed.",
      "publisher": "aljazeera.com",
      "published_at": "2026-06-22T07:21:10.000Z",
      "source_url": "https://www.aljazeera.com/news/2026/6/22/iran-war-day-115-lebanon-truce-appears-to-hold-as-switzerland-talks-end"
    },
    {
      "type": "pm_response",
      "field_provenance": {
        "notes": {
          "tier": "editorial",
          "method": "llm_judge_cm_signal_v1"
        }
      },
      "notes": "Polymarket's three-horizon ladder (18% June, 47% July, 78% December) captures the market's view that a deal is likely but weeks or months away, not imminent."
    }
  ],
  "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": "aljazeera.com: Iran war day 115: Lebanon truce appears to hold as Switzerland talks e",
      "url": "https://www.aljazeera.com/news/2026/6/22/iran-war-day-115-lebanon-truce-appears-to-hold-as-switzerland-talks-end",
      "published_at": "2026-06-22T07:21:10.000Z",
      "retrieved_at": "2026-06-22T13:32:28+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 CMSIG2026062202 published 2026-06-22T07:21:10.000Z signature sha256-7cba926ea30… ← underlying event all signals →