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Geopolitics

Will __ ships transit the Strait of Hormuz on any day by end of April?

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Bulls Say, Bears Say

Bulls Say

Strait of Hormuz handles ~20% of global oil, with 15-20 ships transiting daily on average

Seasonal trade surges or geopolitical de-escalation could spike single-day traffic above 40

Historical peak traffic days have occasionally approached or exceeded this threshold

Bears Say

Market prices this at 0% probability, reflecting near-universal consensus against 40+ ships in one day

Average daily transits are well below 40, making this threshold extraordinarily rare

No news catalysts or traffic anomalies suggest an imminent surge to this level