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PolymarketSignal published

Closed Strait Keeps Hormuz Transits Under 40 In July

Buy NO

Will 40 ships transit the Strait of Hormuz on any day by July 31, 2026?

Market deadline Jul 31P(YES)
Realized · 7-day hold+36%$100 paper stake
Polymarket32¢
Our position · NO68¢ 92¢
Signal endedJul 19
Jul 12 forecast

Daily Hormuz transits will very likely stay below 40 through July 31, because Iran's confirmed July 12 strike on a commercial vessel keeps shipping away.

Points to NO
  • Tehran announced formal Hormuz closure, July 12
    Directly invalidates prior assumptions of an open, high-variance transit corridor.
    Evidence
  • Iranian forces damaged GFS Galaxy, July 12
    Physical destruction prevents commercial risk-taking and spikes insurance.
    Evidence
  • Traffic plunged to 34 vessels, July 10
    Confirms the baseline traffic had already dropped below the 40 threshold before the formal closure.
Points to YES
  • US Navy mass escort potential
    A bundled convoy could artificially create a single >40 spike day.

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