Ongoing US-Iran military tensions since February 2026, including targeted strikes on military assets at Kharg Island while preserving oil export infrastructure, combined with repeated naval blockades, represent the primary driver of trader sentiment. Kharg handles roughly 90% of Iran’s crude exports, and disruptions have reduced seaborne shipments to near zero, stranding tens of millions of barrels and elevating Brent crude prices above $113 per barrel with backwardation reflecting near-term supply risks through the Strait of Hormuz. Trader consensus, reflected in sub-2% implied probabilities on related Polymarket contracts, prices in sustained Iranian control absent ground occupation, as blockades and selective strikes achieve export pressure without triggering resolution criteria. Upcoming catalysts include post-midterm policy decisions and Qatari-mediated talks that could alter blockade intensity or escalation risks.
若截至指定日期 下午11:59 ET,至少一座指定島嶼不再由伊朗控制,則此市場將判定為「是」。否則,此市場將以「否」結算。 判定時將納入考量的島嶼為:法爾西島、亨加姆島、霍爾木茲島和哈爾克島。 「不再由伊朗控制」是指伊朗不再對至少一座指定島嶼行使主要的政府或軍事控制,且另一個國家、佔領部隊或獲國際支持的當局已建立控制。 臨時突襲、零星登陸、特種行動、轟炸、破壞活動、近海海軍部署,或伊朗活動受到暫時干擾,單獨而言均不符合條件。 若未實際建立控制權,僅宣布、威脅或聲稱伊朗已失去控制權,均不符合條件。 若控制權因談判達成的協議、停火條款、投降或移交協議而變更,則只有在該島上實際建立控制權後,才符合條件。 若截至判定日期,至少一座指定島嶼的控制權仍有爭議、情況不明、存在爭端或尚未充分確立,則不符合條件,此市場將判定為「否」。 主要結算依據將是相關政府與軍方的官方聲明,以及可信報導所形成的共識。
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