โ† Back to rounds

Round SlKoFx2a

completed

Jun 15, 2026 ยท 12 markets ยท Cohort 2026-W25

Iran agrees to end enrichment of uranium by June 30?
Open
Crowd at forecast: 36%
๐Ÿ”ฎDeepSeek V4 Flash
15%P(YES)
Iran has historically resisted completely halting enrichment, viewing it as a sovereign right and bargaining chip.Current negotiations with the U.S./Israel are ongoing but no credible reports indicate a total enrichment halt is imminent.Polymarket odds are low (18-23% as of mid-June 2026), reflecting trader skepticism.

Base rates for Iran agreeing to completely end all uranium enrichment are extremely low given its decades-long insistence on maintaining enrichment capabilities. Despite ongoing diplomatic talks, there is no credible reporting suggesting such a total halt is under serious consideration. The Polymarket price of ~18-23% already reflects a low probability, and I adjust slightly downward because the market may overestimate the chance of a last-minute deal. With only two weeks left, the window for a complete policy reversal is very narrow.

๐Ÿง GPT-4.1 Mini
20%P(YES)
Historical resistance by Iran to fully end uranium enrichmentOngoing geopolitical tensions and mistrust between Iran and Western countriesMarket odds pricing the event at approximately 18-23%

Current market data and expert consensus suggest a low likelihood that Iran will publicly agree to end all uranium enrichment by June 30, 2026. Despite ongoing diplomatic efforts, Iran has historically resisted fully halting enrichment, and recent geopolitical tensions reduce the probability of such an agreement. The market prices around 18-23% reflect this skepticism, which aligns with the broader geopolitical context and Iran's strategic interests.

๐Ÿ’ŽGemini 3.1 Flash Lite
5%P(YES)
Iran's strategic reliance on its nuclear program as leverage in international negotiationsThe requirement for a total end to all enrichment, rather than just a cap or reductionLack of diplomatic momentum or credible reports suggesting a major policy reversal by Tehran

The Iranian government views its uranium enrichment program as a core component of its national sovereignty and technological development. Given the current geopolitical climate, there is no indication of a shift in policy that would lead to a total cessation of all enrichment activities, which is a much more stringent requirement than previous nuclear agreements. The probability remains very low as such a concession would contradict Iran's long-standing strategic posture.

๐ŸŒ€Mistral Small 3.2
25%P(YES)
Recent MOU between U.S. and Iran does not mention ending uranium enrichmentMarket odds reflect low expectations (18-23%)Historical context of Iran's nuclear program and negotiations

The recent signing of a memorandum of understanding (MOU) between the U.S. and Iran indicates a willingness to negotiate, but there is no explicit mention of ending uranium enrichment. The market odds are low (18-23%), reflecting skepticism about such a significant concession by Iran in the near term. The key factors are the lack of specific commitments on enrichment and the historical context of Iran's nuclear program.

๐ŸฒQwen3 235B
0%P(YES)
Iran's long-standing commitment to uranium enrichmentOngoing enrichment activities at high levelsAbsence of diplomatic breakthroughs with U.S. or other parties

Iran has consistently maintained its uranium enrichment program as a key component of its nuclear policy, framing it as a sovereign right. Recent reports indicate ongoing enrichment activities, including at levels close to weapons-grade, with no indication of a willingness to end enrichment entirely [polymarket.com](https://polymarket.com/event/iran-agrees-to-end-enrichment-of-uranium-by-june-30). Geopolitical tensions and lack of progress in diplomatic negotiations further reduce the likelihood of a full cessation. While market odds show some variation, credible reporting does not support an imminent agreement or pledge to end all enrichment by June 30, 2026.

๐ŸŒฑSeed 1.6 Flash
35%P(YES)
Polymarket 'Yes' price at 23%U.S. and Iran signed MOU related to nuclear issues

Current Polymarket price indicates 23% probability, but new U.S.-Iran MOU suggests potential for agreement. Key factors include Polymarket pricing and the signed MOU.

๐ŸŽฏEnsemble
17%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
36%market price
Iran leadership change by June 30?
Open
Crowd at forecast: 7%
๐Ÿ”ฎDeepSeek V4 Flash
95%P(YES)
A related Polymarket on Ali Khamenei's removal has already resolved to 'Yes', indicating a leadership change has occurred.The current market on Mojtaba Khamenei shows a 77% 'No' probability, suggesting traders see the change as already completed or unlikely to happen again.Mojtaba Khamenei is the current Supreme Leader; if he was already removed or replaced, the market would resolve 'Yes' based on the criteria.

Based on web search results, a related Polymarket on Ali Khamenei's removal has already resolved to 'Yes', indicating a leadership change has occurred. Since Mojtaba Khamenei is the current Supreme Leader, if he was removed or replaced, the market would resolve 'Yes'. The current market shows a 77% 'No' probability, but this likely reflects the change already happening, not a low chance of it occurring. Given the high likelihood that the change has already taken place, the probability of a 'Yes' resolution is very high.

๐Ÿง GPT-4.1 Mini
3%P(YES)
Stability of Supreme Leader position in IranLack of credible reports indicating imminent removal or resignationPrediction markets currently favor 'No' outcome with high confidence

Current prediction markets and analysis show a strong consensus that Mojtaba Khamenei will remain the de facto leader of Iran through June 30, 2026, with probabilities for leadership change as low as 3%. There is no credible reporting or significant political upheaval indicating an imminent leadership change, and the position of Supreme Leader in Iran is typically stable and long-term. Therefore, the probability of a leadership change by the specified date is very low.

๐Ÿ’ŽGemini 3.1 Flash Lite
5%P(YES)
Lack of credible reports regarding leadership instabilityHigh stability of the Iranian political systemMarket consensus on prediction platforms like Polymarket and Polyguana

There is no credible evidence or geopolitical indication that Mojtaba Khamenei, who is currently the Supreme Leader, is facing an imminent removal or loss of power before June 30, 2026. Prediction markets currently reflect a strong consensus for 'No', and the stability of the Iranian regime's leadership structure remains high in the absence of major internal or external shocks.

๐ŸŒ€Mistral Small 3.2
7%P(YES)
Prediction market consensus at 7% YESLack of recent political upheavalStructural support for 'No' side in markets

The prediction markets on Polymarket and OddsShift provide a consensus probability of around 7% for a leadership change in Iran by June 30, 2026. This low probability is supported by the lack of significant recent political upheaval or credible reports indicating an imminent change in leadership. The structural support for the 'No' side in the market also suggests stability in the current leadership.

๐ŸฒQwen3 235B
5%P(YES)
The current Supreme Leader of Iran is Ali Khamenei, not Mojtaba Khamenei; Mojtaba is Ali's son and a potential successor but has not assumed leadership [polyguana.com](https://polyguana.com/market/1708133).Ali Khamenei, aged 85, has held power since 1989 and remains the de facto leader despite health rumors; no credible reports confirm his removal or resignation as of 2026 [polymarket.com](https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-june-30-747).The market resolution hinges on Mojtaba Khamenei ceasing to be de facto leader, which presumes he has already assumed the roleโ€”an event that has not occurred and lacks evidence [struct.to](https://explorer.struct.to/markets/iran-leadership-change-by-june-30-689-922).

The premise that Mojtaba Khamenei is currently the de facto leader is false; Ali Khamenei remains in power. Absent evidence of a recent or impending transfer of authority to Mojtaba, the condition for a 'Yes' resolution cannot be met. Base rates of leadership change in authoritarian regimes are low, and no credible signals indicate instability sufficient to remove Ali Khamenei or install and then remove Mojtaba by June 30, 2026.

๐ŸŒฑSeed 1.6 Flash
3%P(YES)
Polyguana market has 97% 'No' leadSmart money has a mix of 'Yes' and 'No' positions

The Polyguana market has a 97% 'No' lead, and smart money shows a mix but overall leans 'No'.

๐ŸŽฏEnsemble
20%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
7%market price
Israel withdraws from Lebanon by June 30, 2026?
Open
Crowd at forecast: 7%
๐Ÿ”ฎDeepSeek V4 Flash
8%P(YES)
Three previous ceasefire extensions and missed withdrawal deadlinesUnmet conditions: Lebanese army deployment and Hezbollah disarmamentCurrent prediction market odds: ~6โ€“12% for June 30 withdrawal

Multiple ceasefire deadlines have been missed, and key conditions (Lebanese army deployment, Hezbollah disarmament) remain unmet. With only 15 days until the deadline, current prediction markets price a 'Yes' outcome at roughly 6โ€“12%, reflecting near-consensus that no withdrawal announcement will occur by June 30. The low base rate of compliance with past deadlines further supports a low probability.

๐Ÿง GPT-4.1 Mini
15%P(YES)
Unmet withdrawal conditions including Lebanese army deployment and Hezbollah disarmamentRecent ceasefire extensions maintaining Israeli military presenceMarket consensus around 14-15% chance of withdrawal by June 30, 2026

Multiple sources and prediction markets indicate a low probability (around 14-15%) that Israel will fully withdraw from Lebanon by June 30, 2026. The main obstacles are unmet conditions such as Lebanese army deployment and Hezbollah disarmament, as well as recent ceasefire extensions and ongoing military presence. Without significant changes in these factors, withdrawal by the deadline is unlikely.

๐Ÿ’ŽGemini 3.1 Flash Lite
12%P(YES)
Unmet security conditions regarding Hezbollah disarmament and Lebanese army deploymentHistory of multiple missed withdrawal deadlines and ceasefire extensionsPersistent Israeli military presence in southern Lebanon as of late April 2026

Current reports indicate that Israel has consistently tied its withdrawal to specific security conditions, including the deployment of the Lebanese army and the disarmament of Hezbollah, which remain largely unmet as of mid-2026. With multiple ceasefire extensions already having passed without a full withdrawal, the likelihood of a complete exit by the June 30 deadline is low, as reflected by market sentiment and the ongoing military presence in southern Lebanon [lines.com](https://lines.com/prediction-markets/politics/israel-withdraws-from-lebanon-by).

๐ŸŒ€Mistral Small 3.2
15%P(YES)
Unmet withdrawal conditions (Lebanese army deployment and Hezbollah disarmament)Continued IDF presence in southern LebanonThree missed withdrawal deadlines

The market consensus and recent ceasefire extensions suggest a low probability of Israel withdrawing from Lebanon by June 30, 2026. The primary factors include unmet withdrawal conditions, continued IDF presence, and the trend of missed deadlines.

๐ŸฒQwen3 235B
14%P(YES)
Israel conditions withdrawal on Lebanese army deployment and Hezbollah disarmament [lines.com](https://www.lines.com/prediction-markets/politics/israel-withdraws-from-lebanon-by)Three previous withdrawal deadlines have been missed [lines.com](https://www.lines.com/prediction-markets/politics/israel-withdraws-from-lebanon-by)Israeli forces remain in southern Lebanon as of April 2026 [lines.com](https://www.lines.com/prediction-markets/politics/israel-withdraws-from-lebanon-by)

As of April 2026, Israel has not withdrawn its ground forces from Lebanon and remains tied to conditions including Lebanese army deployment and Hezbollah disarmament, which are not yet met [lines.com](https://www.lines.com/prediction-markets/politics/israel-withdraws-from-lebanon-by). Three missed deadlines and continued military presence indicate low likelihood of withdrawal by June 30, 2026. Market-implied probability of 14.5% aligns with current geopolitical inertia and lack of rapid progress on the ground [lines.com](https://www.lines.com/prediction-markets/politics/israel-withdraws-from-lebanon-by). While a sudden shift in Lebanese deployment or U.S. pressure could change the trajectory, no such developments are currently evident.

๐ŸŒฑSeed 1.6 Flash
15%P(YES)
Market probability of 14.5% as of April 2026Unmet withdrawal conditions (Lebanese army deployment and Hezbollah disarmament)Short time left before June 30, 2026 deadline

Current market odds show a low probability, with key factors including unmet withdrawal conditions and short time left before the deadline.

๐ŸŽฏEnsemble
13%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
7%market price
Israel x Hezbollah permanent peace deal by June 30, 2026?
Open
Crowd at forecast: 25%
๐Ÿ”ฎDeepSeek V4 Flash
8%P(YES)
As of mid-June 2026, only a temporary 10-day ceasefire was reached in April 2026, and no permanent peace deal is publicly in sight.Deep historical enmity, ongoing regional tensions, and Hezbollah's stated ideological opposition to Israel make a permanent agreement highly unlikely in the short term.The polymarket odds show ~72% probability of 'No', reflecting market consensus that a permanent deal is improbable by the deadline.

Given the lack of any progress toward a permanent agreement beyond a temporary ceasefire, the entrenched positions of both parties, and the very short time remaining (15 days), the chance of a signed permanent peace deal by June 30, 2026 is extremely low. The existing temporary ceasefire explicitly does not qualify, and no credible reports suggest an imminent breakthrough. I estimate a probability of 0.08.

๐Ÿง GPT-4.1 Mini
15%P(YES)
Historical hostility and conflict between Israel and HezbollahRecent temporary ceasefires without permanent agreementsLack of public confirmation or signed treaties indicating permanent peace

Given the long-standing hostility and complex geopolitical tensions between Israel and Hezbollah, a permanent peace deal by mid-2026 appears unlikely. While temporary ceasefires have occurred, no significant progress toward a lasting peace agreement has been reported recently. The entrenched positions and regional dynamics reduce the probability of a definitive peace deal within this timeframe.

๐Ÿ’ŽGemini 3.1 Flash Lite
15%P(YES)
Deep-seated ideological and security conflicts between Israel and HezbollahHistorical reliance on temporary ceasefires rather than permanent treatiesLack of current diplomatic momentum toward a formal, lasting peace agreement

The conflict between Israel and Hezbollah is deeply entrenched, with both sides maintaining fundamentally incompatible security requirements. Given the history of temporary ceasefires and the lack of diplomatic breakthroughs, a formal, permanent peace treaty by June 30, 2026, is highly unlikely, as indicated by current market sentiment [polymarket.com](https://polymarket.com/event/israel-x-hezbollah-permanent-peace-deal-by).

๐ŸŒ€Mistral Small 3.2
15%P(YES)
Ongoing hostilities and lack of definitive public statementsHistorical context of rare and complex peace agreementsRecent ceasefire extensions and ongoing tensions

Given the current state of hostilities and the lack of definitive public statements or agreements between Israel and Hezbollah, the likelihood of a permanent peace deal by June 30, 2026, is low. Historical context and the complexity of the conflict suggest that such agreements are rare and typically require extensive negotiations and concessions from both sides. The recent ceasefire extensions and ongoing tensions indicate that a permanent resolution is not imminent.

๐ŸฒQwen3 235B
no forecast

timeout after 30000ms

๐ŸŒฑSeed 1.6 Flash
25%P(YES)
Historical pattern of temporary ceasefires between Israel and HezbollahCurrent temporary ceasefire status as of April 16, 2026Need for definitive written agreement or clear public confirmation for a permanent deal

Historical conflicts between Israel and Hezbollah have been frequent with short ceasefires, and as of June 15, 2026, there's only a temporary ceasefire. A permanent deal requires definitive agreements or public confirmations, which are not evident yet.

๐ŸŽฏEnsemble
16%P(YES)

Mean of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
25%market price
Israel x Iran permanent peace deal by June 30, 2026?
Open
Crowd at forecast: 10%
๐Ÿ”ฎDeepSeek V4 Flash
2%P(YES)
No credible reports of active negotiations for a permanent peace deal exist as of mid-June 2026, despite ongoing proxy conflicts and military tensions.Prediction markets assign a very low probability (~4% on Polymarket/WyldMarkets for June 30 deadline), reflecting a stable consensus among traders.Both nations view each other as existential threats; a permanent deal would require concessions on nuclear program and regional influence that neither side has signaled willingness to make.

The base rate for permanent peace deals between long-term adversarial nations like Israel and Iran is near zero. Prediction markets, which aggregate substantial trading volume, consistently price this outcome at 4% or lower. No public diplomatic progress or credible reporting suggests a deal is imminent. Given the deep-seated hostility, lack of negotiation transparency, and the extremely short remaining timeframe (15 days), a true probability around 2% is well-calibrated. [polymarket.com](https://polymarket.com/event/israel-x-iran-permanent-peace-deal-by) [wyldmarkets.com](https://wyldmarkets.com/market/israel-x-iran-permanent-peace-deal-by-june-30-2026-262)

๐Ÿง GPT-4.1 Mini
12%P(YES)
Longstanding hostility and conflict between Israel and IranNo recent definitive peace negotiations or agreementsMarket consensus and trading volumes indicating low probability (~12%)

Current market assessments and expert consensus place the probability of a permanent peace deal between Israel and Iran by June 30, 2026, at around 12%. The longstanding hostility, lack of recent significant diplomatic breakthroughs, and entrenched geopolitical conflicts make such an agreement unlikely in the near term. However, the possibility is not zero given potential shifts in regional dynamics or international mediation efforts.

๐Ÿ’ŽGemini 3.1 Flash Lite
4%P(YES)
Deep ideological and strategic enmity between the two nationsLack of diplomatic relations and ongoing proxy warfareAbsence of any current framework or negotiations for a peace treaty

The geopolitical relationship between Israel and Iran is characterized by deep-seated ideological hostility and a long history of proxy conflict, making a formal, permanent peace treaty highly improbable within the next year. Current market sentiment [wyldmarkets.com](https://wyldmarkets.com/market/israel-x-iran-permanent-peace-deal-by-june-30-2026-262) reflects this, with low probabilities indicating that such a diplomatic breakthrough is not viewed as a realistic outcome by observers.

๐ŸŒ€Mistral Small 3.2
5%P(YES)
Historical context of strained relations between Israel and IranOngoing conflicts and lack of recent diplomatic breakthroughsMarket consensus indicating a low probability of a peace deal

The current market consensus on platforms like WyldMarkets and Polymarket suggests a very low probability of a permanent peace deal between Israel and Iran by June 30, 2026, with estimates around 4-12%. Given the historical context of strained relations and ongoing conflicts, the likelihood of a permanent peace deal within this timeframe is considered highly improbable.

๐ŸฒQwen3 235B
4%P(YES)
Longstanding adversarial relationshipNo active peace negotiationsLow market-implied probability (~4%)

The probability of a permanent peace deal between Israel and Iran by June 30, 2026, is extremely low due to the deep-seated geopolitical and ideological hostilities between the two nations. There are no current negotiations indicating a breakthrough, and recent market pricing on Polymarket and WyldMarkets reflects a consensus around 4% [wyldmarkets.com](https://wyldmarkets.com/market/israel-x-iran-permanent-peace-deal-by-june-30-2026-262), reinforcing this as a stable, well-informed estimate.

๐ŸŒฑSeed 1.6 Flash
4%P(YES)
WyldMarkets currently prices the probability at 4%Requires a definitive, permanent peace deal with clear end to hostilities

Based on market data, WyldMarkets currently prices the chance at 4%, indicating a low likelihood. The need for a definitive, permanent agreement adds to the difficulty.

๐ŸŽฏEnsemble
5%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
10%market price
Kharg Island no longer under Iranian control by June 30?
Open
Crowd at forecast: 6%
๐Ÿ”ฎDeepSeek V4 Flash
3%P(YES)
Only about 15 days remain until the June 30 deadline, severely limiting the window for a full change in control.Resolution criteria are very strict: temporary raids, bombardments, or claims of control do not count; a sustained transfer to another state or authority is required.No credible reports of an imminent invasion, negotiated settlement, or other mechanism that would lead to Iran losing control of Kharg Island are currently in the news.

Polymarket currently implies a probability around 3% for this event, and after reviewing the resolution criteriaโ€”which require a definitive, sustained transfer of control to another state or authority, excluding temporary actions or unclear situationsโ€”and considering there are no credible reports of any imminent invasion, surrender, or negotiated handover of Kharg Island, the chance of such a high-threshold event occurring in the next 15 days remains extremely low. The key factors are the short remaining time, the strict resolution definition, and the current lack of actionable military or diplomatic developments pointing to a change in control.

๐Ÿง GPT-4.1 Mini
3%P(YES)
Strategic importance of Kharg Island to IranNo current credible reports of loss of controlDefinition excludes temporary disruptions or raids

Kharg Island is a strategically important Iranian oil terminal, and there is currently no credible indication or official statement suggesting that Iran will lose control by June 30, 2026. The geopolitical situation and Iran's military presence make a loss of control unlikely without a major conflict or negotiated settlement, neither of which appear imminent. Prediction markets and expert consensus also assign a very low probability to this event.

๐Ÿ’ŽGemini 3.1 Flash Lite
3%P(YES)
Lack of active military conflict or occupation targeting the islandStrategic importance of the island to Iran's economyHigh threshold for resolution requiring established, non-temporary control

There is no credible evidence or geopolitical indication that Iran is at risk of losing sovereign control over Kharg Island, a critical oil terminal, by June 30, 2026. Prediction markets consistently price this event at a very low probability, reflecting the lack of any ongoing military campaign or diplomatic process that would result in a transfer of control.

๐ŸŒ€Mistral Small 3.2
5%P(YES)
Low market odds on prediction platformsNo recent reports of significant military or political shiftsStrategic importance of Kharg Island to Iran

The current market odds on Polymarket are very low, around 3% to 15.5%, indicating a strong consensus that Kharg Island will remain under Iranian control by June 30, 2026. There are no recent reports or credible sources suggesting an imminent change in control of the island. The strategic importance of Kharg Island to Iran and the lack of significant military or political indicators pointing towards a transfer of control further support this low probability.

๐ŸฒQwen3 235B
0%P(YES)
Kharg Island is strategically vital to Iran's oil infrastructure and military presence in the Persian GulfNo active conflict or credible threat has emerged that could dislodge Iranian control by June 30, 2026Resolution criteria require actual, established control transfer, not temporary disruptions or announcements

Kharg Island remains under firm Iranian control as of mid-2026, with no credible evidence of military, political, or negotiated transfer of control. The island is a critical node for Iran's oil exports and heavily defended, making foreign seizure or internal collapse highly unlikely before June 30, 2026. Prediction markets like Polymarket show low implied probabilities (ranging from 3% to 15.5%), reflecting consensus skepticism about a change in control [polymarket.com](https://explorer.struct.to/markets/kharg-island-no-longer-under-iranian-control-by-june-30-561-854), [orrery.me](https://orrery.me/markets/kharg-island-no-longer-under-iranian-control-by-june-30-561-854), [predictmarketcap.com](https://predictmarketcap.com/markets/kharg-island-no-longer-under-iranian-control-by-june-30-561). The strict resolution criteria require actual, established control by another authorityโ€”not temporary actions or claimsโ€”further reducing the chance of a 'Yes' resolution.

๐ŸŒฑSeed 1.6 Flash
5%P(YES)
Resolution requires actual control establishment by another entityLow implied probabilities in markets (3-15.5%)Strategic importance likely maintaining Iranian control

Kharg Island is strategically important for Iran, and strict resolution criteria require actual control change. Low market probabilities and limited time left suggest low likelihood.

๐ŸŽฏEnsemble
3%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
6%market price
Strait of Hormuz traffic returns to normal by July 15?
Open
Crowd at forecast: 41%
๐Ÿ”ฎDeepSeek V4 Flash
12%P(YES)
Current traffic is at 2% of normal (2 vessels/day vs. typical 94) as of June 7, 2026 [straits.live](https://straits.live/)A U.S.-Iran MoU exists but shipowners need more details before resuming transits [straits.live](https://straits.live/)War-risk insurance for tankers is at 8.0ร— pre-crisis, with 6 P&I clubs withdrawing cover [straits.live](https://straits.live/)

As of June 7, 2026, IMF PortWatch reported only 2 vessels transiting the Strait of Hormuz (2% of typical volume), indicating the waterway is effectively closed. A U.S.-Iran MoU has been announced but shipowners require more details before resuming transits, and war-risk insurance remains extremely high. With only about 38 days until the July 15 deadline, a recovery to a 7-day moving average of 60+ (roughly 64% of normal) appears very unlikely given the current near-zero traffic and lack of concrete operational progress.

๐Ÿง GPT-4.1 Mini
65%P(YES)
Importance of Strait of Hormuz as a maritime chokepointCurrent recovery trends in ship traffic volumesMarket estimates around 70% for normalization by end of July 2026

The Strait of Hormuz is a critical maritime chokepoint, and recent data and market signals suggest a recovery trend in ship traffic. While the threshold of a 7-day moving average of 60 transit calls is specific, current market estimates for a similar deadline (July 31, 2026) are around 70%, indicating a strong likelihood of normalization by mid-July. However, geopolitical tensions and potential disruptions introduce uncertainty, so a slightly lower probability than the end-of-July estimate is warranted.

๐Ÿ’ŽGemini 3.1 Flash Lite
75%P(YES)
Historical consistency of transit volumes in the Strait of HormuzThe 'any date' trigger condition which allows for temporary spikes to satisfy the requirementThe specific definition of 'Arrivals of Ships' provided by IMF Portwatch

The Strait of Hormuz is a critical global maritime chokepoint, and historical data from IMF Portwatch [portwatch.imf.org](https://portwatch.imf.org/pages/cb5856222a5b4105adc6ee7e880a1730) indicates that transit volumes frequently fluctuate near or above the 60-call threshold. Given that the market only requires a single instance of a 7-day moving average reaching this level before July 15, 2026, and considering the high volume of essential energy and cargo traffic that typically persists despite regional tensions, it is highly probable that the threshold will be met.

๐ŸŒ€Mistral Small 3.2
45%P(YES)
Current market probabilities indicate a 46% chance of recovery by July 31, suggesting similar odds for July 15.U.S.-Iran nuclear negotiations are a primary driver for transit normalization.Historical data trends from IMF Portwatch show variability in transit calls.

The current market probabilities and recent data suggest a roughly even chance of the Strait of Hormuz traffic returning to normal by July 15, 2026. The key factors include the ongoing U.S.-Iran nuclear negotiations and the historical data trends from IMF Portwatch.

๐ŸฒQwen3 235B
0%P(YES)
Resolution requires IMF Portwatch data showing a 7-day moving average of 60+ ship arrivals by July 15, 2026 [polymarket.com](https://polymarket.com/event/strait-of-hormuz-traffic-returns-to-normal-by-july-31)Geopolitical tensions in the Middle East can disrupt shipping, but recent trends show fluctuating but recovering traffic [predictionninja.com](https://predictionninja.com/market/strait-of-hormuz-traffic-returns-to-normal-by-july-31)No real-time data available in search results confirming threshold met as of 2026-06-15

The provided search results pertain to a similar but distinct market with a resolution date of July 31, 2026, not July 15, 2026. None of the results offer data or analysis specific to the July 15 deadline. Without access to current IMF Portwatch data showing a 7-day moving average of 60 or more by July 15, 2026, and given that the question's deadline has not yet occurred, the probability cannot be accurately assessed from the available information. However, since the current date is 2026-06-15 and no confirmation of the threshold being met has been cited, the likelihood remains uncertain but non-zero. Base rates for maritime chokepoint disruptions suggest moderate resilience, but geopolitical risks in the region persist.

๐ŸŒฑSeed 1.6 Flash
65%P(YES)
Historical 7-day moving average of transit calls through the Strait of HormuzTypical traffic conditions in the Strait of Hormuz

Based on normal traffic patterns and absence of significant disruptions, the 7-day moving average of transit calls is likely to be above 60 by July 15.

๐ŸŽฏEnsemble
44%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
41%market price
Strait of Hormuz traffic returns to normal by end of June?
Open
Crowd at forecast: 22%
๐Ÿ”ฎDeepSeek V4 Flash
17%P(YES)
Current 7-day moving average of transit calls is significantly below 60Only ~15 days remain until the resolution date (June 30, 2026)Geopolitical tensions in the Strait of Hormuz persist, limiting shipping traffic

The market currently trades at ~17% Yes, reflecting that the 7-day moving average of transit calls has been well below 60 due to ongoing tensions in the region. With only about two weeks left until the June 30 deadline, a rapid and sustained recovery to 60 or above appears unlikely based on recent data trends. However, a diplomatic breakthrough or temporary surge in traffic cannot be ruled out entirely, keeping a small chance alive.

๐Ÿง GPT-4.1 Mini
20%P(YES)
Current 7-day average ship arrivals below thresholdGeopolitical tensions affecting maritime trafficStalled Iran talks and ceasefire fragility

Current market data and expert analysis indicate a low probability (around 20%) that traffic through the Strait of Hormuz will return to normal levels (7-day average of 60 or more ship arrivals) by the end of June 2026. Ongoing geopolitical tensions, stalled negotiations, and recent traffic patterns suggest normalization is unlikely in this short timeframe. The significant gap between short-term and longer-term expectations further supports this assessment.

๐Ÿ’ŽGemini 3.1 Flash Lite
18%P(YES)
Persistent geopolitical instability in the Strait of Hormuz regionStalled diplomatic negotiations regarding maritime securityMarket data from [polymarket.copilot.markets](https://polymarket.copilot.markets/event/strait-of-hormuz-traffic-returns-to-normal-by-end-of-june) and [clearmarket.fyi](https://clearmarket.fyi/events/strait-of-hormuz-traffic-returns-to-normal-by-end-of-june/)

The current geopolitical climate in the region remains volatile, with ongoing tensions and stalled diplomatic efforts making a rapid return to pre-conflict shipping volumes unlikely by the end of June 2026. Market sentiment, as reflected in prediction platforms, shows significant skepticism regarding this short-term timeline, with a large spread between the June and December contracts indicating that normalization is not expected in the immediate future.

๐ŸŒ€Mistral Small 3.2
35%P(YES)
Current market odds indicating low probabilityGeopolitical tensions affecting trafficHistorical traffic data trends

The current market odds on Polymarket and PredictionNinja suggest a low probability of the event resolving to 'Yes', with odds around 17% [predictionninja.com](https://predictionninja.com/event/strait-of-hormuz-traffic-returns-to-normal-by-end-of-june). The key factors include the recent geopolitical tensions and the historical traffic data trends. The resolution depends on the IMF Portwatch data, which has not shown a consistent trend towards normalization by the end of June.

๐ŸฒQwen3 235B
17%P(YES)
IMF Portwatch data is the sole resolution source7-day moving average must reach 60 or higher by June 30, 2026Current market odds at 16.5% on Polymarket

The market resolution depends on IMF Portwatch publishing a 7-day moving average of ship arrivals at or above 60 by June 30, 2026. Current trading odds on Polymarket indicate a 16.5% probability of a 'Yes' outcome, reflecting collective market sentiment [polymarket.com](https://polymarket.com/event/strait-of-hormuz-traffic-returns-to-normal-by-end-of-june). This low probability suggests persistent concerns about disruptions in the Strait of Hormuz, possibly due to geopolitical tensions or ongoing shipping constraints. Given that the market is actively traded and incorporates real-time information, the current odds are a strong indicator of the true likelihood.

๐ŸŒฑSeed 1.6 Flash
20%P(YES)
Polymarket shows 16.5% probability for YesClearMarket has 20.0% probability for YesResolution relies on IMF Portwatch's 7-day moving average of transit calls โ‰ฅ60

Current market odds from Polymarket (16.5%) and ClearMarket (20.0%) indicate a low likelihood. The resolution depends on IMF Portwatch's 7-day moving average of transit calls being 60 or above by end-June.

๐ŸŽฏEnsemble
21%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
22%market price
Trump announces US x Iran ceasefire over by June 30?
Open
Crowd at forecast: 5%
๐Ÿ”ฎDeepSeek V4 Flash
25%P(YES)
The initial two-week ceasefire has likely expired, but expiration alone does not trigger a Yes resolution.Trump's history of making bold, definitive statements on social media increases the chance of a qualifying announcement.No recent credible reports indicate an official US declaration that the ceasefire is over, suggesting a lower probability.

The US-Iran ceasefire was a temporary two-week agreement starting April 7-8, 2026, and has likely expired by late April. However, the market rules explicitly state that expiration alone does not count as a qualifying announcementโ€”an explicit official statement that no ceasefire is in effect is required. Given the volatile nature of US-Iran relations and Trump's tendency to make definitive statements, there is a moderate chance he or the US government will issue such an announcement by June 30. However, the absence of recent news indicating a formal end, combined with the possibility of a quiet continuation or a new framework, lowers the probability. Base rates for such specific official declarations are low, and the market's strict criteria further reduce the likelihood.

๐Ÿง GPT-4.1 Mini
15%P(YES)
Recent official peace deal announced by Trump and other officialsNo current credible reports or statements indicating ceasefire terminationMarket rules require explicit public announcement by Trump or US government

Recent information indicates a completed peace deal between the US and Iran, with official announcements from Donald Trump and other officials affirming ongoing commitments to peace and reopening of strategic passages. There is no current indication or credible reports suggesting that Trump or the US government will publicly announce the end of the ceasefire by June 30, 2026. Given the recent peace agreement and the lack of statements signaling termination, the probability of a qualifying announcement ending the ceasefire is low but not zero due to the volatile nature of US-Iran relations.

๐Ÿ’ŽGemini 3.1 Flash Lite
5%P(YES)
Signed memorandum of understanding extending the ceasefire for 60 daysActive diplomatic negotiations for a final peace dealOfficial statements from President Trump confirming the deal is complete and moving toward a final resolution

Recent reports indicate that the U.S. and Iran have signed a memorandum of understanding to extend their ceasefire for 60 days and are actively working toward a final peace deal [yna.co.kr](https://en.yna.co.kr/view/AEN20260616000251315), [jpost.com](https://www.jpost.com/international/article-899402). Given the active diplomatic progress and the commitment to a 60-day extension, it is highly unlikely that the U.S. will officially announce the termination of the ceasefire before June 30.

๐ŸŒ€Mistral Small 3.2
30%P(YES)
Temporary nature of the ceasefireHistorical context of U.S.-Iran relationsRequirement for an official announcement

The ceasefire between the U.S. and Iran was agreed upon on April 7โ€“8, 2026, and is temporary. Given the historical context and the nature of the conflict, there is a moderate chance that the ceasefire could be officially announced as over by June 30, 2026, especially if there are significant breaches or political shifts. However, the requirement for an official announcement adds uncertainty.

๐ŸฒQwen3 235B
15%P(YES)
Ceasefire was temporary and set in April 2026No qualifying public announcement from Trump, U.S. government, or military as of June 15, 2026Resolution requires explicit statement that no ceasefire is in effect, not just violations or expiration

The U.S. and Iran agreed to a temporary two-week ceasefire in April 2026 [polymarket.com](https://polymarket.com/event/trump-announces-us-x-iran-ceasefire-by). As of now, there is no public indication from official U.S. government sources, Donald Trump, or credible media consensus that the U.S. has announced the end of the ceasefire commitment by June 30, 2026. The threshold for a 'Yes' resolution requires an explicit declaration that no ceasefire is in effect, not merely violations or expired terms. Given the absence of such a definitive announcement and the current diplomatic context, the likelihood remains low.

๐ŸŒฑSeed 1.6 Flash
20%P(YES)
Need for explicit official announcement of ceasefire endTime frame of June 30Lack of recent indicators of such an announcement

There is no current indication of an explicit official announcement by June 30, and the market requires such a statement. The ceasefire's expiration without extension does not qualify alone.

๐ŸŽฏEnsemble
18%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
5%market price
Will Iran close its airspace by June 30?
Resolved
Crowd at forecast: 10%
๐Ÿ”ฎDeepSeek V4 Flashbeat crowd
33%P(YES)
Brier: 0.449
Iran has already conducted a major airspace closure in January 2026, showing willingness to take such action.Prediction markets currently imply a ~33% chance of closure by June 30, with a higher probability (74.5%) for closure by August 31, suggesting the market sees a moderate near-term risk.Geopolitical tensions (US-Iran nuclear talks, Israeli posture, IAEA timelines) remain high, but no new triggering event has occurred since June 9.

The base rate from prediction markets (33% on Orrery) and the broader market structure (74.5% for closure by August 31) suggest a moderate but not dominant chance of a major closure by June 30. Iran has precedent for such closures, but the lack of a recent triggering event and the market's pricing of a later date as more likely keep the probability around one-third.

๐Ÿง GPT-4.1 Minibeat crowd
33%P(YES)
Brier: 0.449
Historical precedent of major airspace closures in January 2026 and April 2024Definition of major closure requiring broad suspension affecting multiple airportsRecent partial closures and restrictions that did not qualify as major closures

Iran has a history of closing its airspace for major events or military reasons, as seen in January 2026 and April 2024. However, such closures are relatively rare and usually tied to specific geopolitical or security developments. Given the current lack of public indications of imminent broad airspace closure and the precedent of partial or limited closures not qualifying, the probability of a major closure by June 30, 2026, is moderate but not high.

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
33%P(YES)
Brier: 0.449
Short remaining time window until June 30, 2026Historical reliance on acute military escalation as a trigger for major airspace closuresCurrent market pricing reflecting a 33% probability of occurrence

The probability of a major Iranian airspace closure by June 30 is constrained by the short remaining timeframe and the lack of immediate, high-intensity geopolitical triggers that typically necessitate such broad, non-weather-related shutdowns. While historical precedents exist, they are usually tied to specific, acute military escalations; current market sentiment and the absence of imminent, large-scale conflict indicators suggest that a closure before the end of June is less likely than not.

๐ŸŒ€Mistral Small 3.2beat crowd
33%P(YES)
Brier: 0.449
Historical context of previous airspace closuresCurrent geopolitical climate and tensionsLack of immediate triggers for a major closure

The probability is based on the current market odds and recent historical context. Iran has previously closed its airspace in January 2026 and April 2024, but these were specific events. The current geopolitical climate and the lack of immediate triggers suggest a lower likelihood of a major closure by June 30, 2026.

๐ŸฒQwen3 235Bbeat crowd
33%P(YES)
Brier: 0.449
Polymarket odds show 33% probability for closure by June 30 [orrery.me](https://orrery.me/markets/iran-closes-its-airspace-by-june-30-432-786-462-866)Definition requires broad, non-weather closure affecting at least two major airportsRecent partial closures (e.g. Strait of Hormuz drills) do not qualify

The probability of Iran closing its airspace by June 30 is estimated at 33%, based on current prediction market data from Polymarket [orrery.me](https://orrery.me/markets/iran-closes-its-airspace-by-june-30-432-786-462-866). This reflects a specific definition of 'major closure' requiring broad, non-weather-related suspension of commercial flights across key regions or airports. Recent history shows closures are possible during periods of heightened tension, such as in January 2026 and April 2024, but partial or localized restrictions do not meet the threshold. Given no official announcement or credible report of a qualifying closure as of June 15, 2026, and the narrow timeframe remaining, the likelihood remains moderate but below 50%.

๐ŸŒฑSeed 1.6 Flashbeat crowd
95%P(YES)
Brier: 0.003
FRC prediction market shows 100.0ยข for 'Yes'Iran has previously closed its airspace (e.g., January 2026)Market odds indicate high expectation of a major closure by June 30

Prediction markets like FRC show 100.0ยข for 'Yes' and <1ยข for 'No', indicating high expectation. Iran has a history of closing airspace, and the market odds reflect this.

๐ŸŽฏEnsemblebeat crowd
43%P(YES)
Brier: 0.321

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
10%market price
Resolved: YES
Brier: 0.819
Will Russia capture all of Kupiansk by June 30?
Open
Crowd at forecast: 6%
๐Ÿ”ฎDeepSeek V4 Flash
no forecast

timeout after 30000ms

๐Ÿง GPT-4.1 Mini
7%P(YES)
Entrenched Ukrainian defensive positions in KupianskIncremental Russian advances without sweeping gainsShort timeline of less than three months until June 30, 2026

Current prediction markets and expert analysis assign a very low probability (around 7%) to Russia capturing all of Kupiansk by June 30, 2026. The city remains contested with entrenched Ukrainian defenses, and Russian advances have been incremental rather than rapid. The short timeline of less than three months makes a full capture unlikely without a sudden collapse of Ukrainian control, which is not currently indicated.

๐Ÿ’ŽGemini 3.1 Flash Lite
7%P(YES)
Current slow pace of Russian advances in the Kupiansk sectorStrong Ukrainian defensive fortifications within the cityExtremely short timeframe remaining until the June 30 deadline

The current military situation in the Kupiansk sector involves slow, incremental Russian advances rather than a rapid breakthrough. Given the short timeframe remaining until June 30, 2026, and the entrenched nature of Ukrainian defensive positions in the urban area, a complete capture of the entire municipality is highly unlikely. Market sentiment and expert analysis consistently reflect this low probability, as there is no evidence of a strategic collapse that would allow for such a significant territorial gain in the coming days.

๐ŸŒ€Mistral Small 3.2
7%P(YES)
Polymarket market data showing 7% probability of YES resolutionContested status of Kupiansk with entrenched Ukrainian defensesIncremental rather than sweeping Russian advances

The market data and recent reports indicate a strong consensus that Russia is unlikely to capture all of Kupiansk by June 30, 2026. The Polymarket data shows a 7% probability of a YES resolution, with significant trading activity supporting this low probability. The contested status of Kupiansk and the incremental nature of Russian advances suggest that a complete capture within the short timeframe is improbable.

๐ŸฒQwen3 235B
7%P(YES)
Polymarket trading at 7% for YES [lines.com](https://www.lines.com/prediction-markets/politics/will-russia-capture-all-of-kupiansk-by)Kupiansk remains contested with no recent Russian breakthrough [explorer.struct.to](https://explorer.struct.to/markets/will-russia-capture-all-of-kupiansk-by-june-30)Capture requires full municipal control on ISW map by June 30, 2026 [storymaps.arcgis.com](https://storymaps.arcgis.com/stories/36a7f6a6f5a9448496de641cf64bd375)

The current Polymarket price implies a 7% probability of Russia capturing all of Kupiansk by June 30, 2026, reflecting real-money trader consensus. Kupiansk remains under contested control with entrenched Ukrainian defenses, and Russian advances have been incremental rather than decisive. A full capture would require a rapid and unlikely urban offensive in the next three months, which available military data and market activity do not support. The ISW map is the primary resolution source, and no evidence indicates a shift toward full Russian control by the deadline.

๐ŸŒฑSeed 1.6 Flash
7%P(YES)
Polymarket YES price implies 7% probabilityKupiansk is a contested urban zone with incremental Russian advancesJune 30 deadline is less than three months away

The Polymarket market shows a 7% probability for Russia capturing all of Kupiansk by June 30, 2026, with thin volume and a sub-90-day deadline pointing to a low likelihood.

๐ŸŽฏEnsemble
7%P(YES)

Mean of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
6%market price
Will Trump agree to Iranian enrichment of uranium by June 30?
Open
Crowd at forecast: 22%
๐Ÿ”ฎDeepSeek V4 Flash
12%P(YES)
Polymarket odds for a similar May 31 market were 88% No, reflecting strong market belief against agreement by that date.The June 30 deadline is only 15 days away, leaving very little time for a formal deal or definitive public announcement.The Trump administration's historical stance has been to oppose any Iranian enrichment, making a reversal within this short window improbable.

The question asks whether the US will definitively agree to continued Iranian uranium enrichment by June 30, 2026. Polymarket data shows a similar market for a May 31 deadline traded at 88% No, indicating strong market skepticism that such an agreement would be reached by that earlier date. While the June 30 deadline provides more time, the core hurdle remains: the Trump administration has historically opposed allowing Iran any enrichment capability, and a definitive, explicit agreement on this specific point within two weeks is unlikely given the lack of any public breakthrough or formal deal. The high bar for 'definitive agreement' (not just openness or negotiation) further reduces the probability.

๐Ÿง GPT-4.1 Mini
12%P(YES)
Trump's historically hardline stance on Iran nuclear enrichmentRequirement for a definitive public agreement or formal treatyGeopolitical tensions between US and Iran

Given the current geopolitical tensions and the historical stance of Donald Trump and his administration towards Iran's nuclear program, it is unlikely that Trump or his authorized representatives will publicly agree to the continued enrichment of uranium by Iran by June 30, 2026. While negotiations and discussions may occur, a definitive agreement or formal treaty including acceptance of uranium enrichment by Iran is improbable within this timeframe.

๐Ÿ’ŽGemini 3.1 Flash Lite
85%P(YES)
Signed memorandum of understanding between the U.S. and IranOngoing high-level negotiations for a final peace dealRequirement to address nuclear issues in the final agreement

Recent reports indicate that the U.S. and Iran have signed a memorandum of understanding to end their conflict and are actively negotiating a final peace deal [en.yna.co.kr](https://en.yna.co.kr/view/AEN20260616000251315). Given the high-level diplomatic engagement and the necessity of addressing nuclear issues within these negotiations, it is highly probable that any final agreement will include terms regarding uranium enrichment, which would satisfy the criteria for this market.

๐ŸŒ€Mistral Small 3.2
20%P(YES)
Lack of explicit agreement on uranium enrichment in recent announcementsHistorical context of U.S. opposition to Iran's nuclear programUncertainty about the details of the signed agreement

While there have been recent developments in U.S.-Iran relations, including a digitally signed agreement and plans for further negotiations, the specifics regarding uranium enrichment remain unclear. The agreement focuses on a ceasefire and technical negotiations, with no explicit mention of accepting Iran's uranium enrichment. Given the historical context and the lack of definitive statements on this issue, the probability is low.

๐ŸฒQwen3 235B
12%P(YES)
Trump's historical opposition to Iranian nuclear programNo current public negotiations indicating a shift in U.S. policyHigh threshold for resolution: requires definitive public agreement or formal deal

Based on current public positions and historical precedent, Donald Trump has consistently taken a hardline stance against Iranian nuclear activities, withdrawing from the JCPOA in 2018 and advocating maximum pressure. Recent market sentiment on prediction platforms like Polymarket shows strong disbelief in such an agreement, with odds implying less than 15% chance [polymarket.com](https://polymarket.com/event/what-iranian-demands-will-trump-agree-to-by-june-30). A definitive agreement would require a major policy reversal, which is unlikely absent significant geopolitical shifts or negotiations not currently evident.

๐ŸŒฑSeed 1.6 Flash
20%P(YES)
No recent details on Trump's stance or ongoing negotiationsResolution requires definitive agreement which is not indicated

No current specific information on ongoing negotiations or Trump's stance as of the search date, making definitive agreement unlikely.

๐ŸŽฏEnsemble
27%P(YES)

Mean of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
22%market price