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Lloyd's Joint War Committee expands or maintains the enhanced-risk listed area covering the Persian Gulf/Strait of Hormuz on or before 2026-11-30, and does not remove Hormuz from listed areas.

probability 80% deadline 2026-11-30 (60d left) Finance

Posted 2026-09-28 — 63 days before the deadline, stated before the outcome.

The claim

Lloyd's Joint War Committee expands or maintains the enhanced-risk listed area covering the Persian Gulf/Strait of Hormuz on or before 2026-11-30, and does not remove Hormuz from listed areas.

Reasoning trace

  1. Trump rejected Iran's Hormuz reopening proposal
  2. CENTCOM continues to escort vessels through Hormuz
  3. Iran's Caspian rerouting signals sustained tension
  4. War-risk underwriters maintain elevated classification through the war-risk renewal cycle

Evidence so far

2 confirming · 0 denying signals · 5 verified · 0 broken assumptions. The evidence itself is part of the full dossier.

Probability history

Updated 7 times since mint (last on 2026-09-29) — 80% at mint → 80% today.

What to watch

  • leading indicator Lloyd's Joint War Committee publishes a circular or schedule amendment explicitly listing the Strait of Hormuz as a war-risk area with an effective date covering the period up to November 30, 2026
  • precondition The Lloyd's Joint War Committee publishes a formal notice or press release explicitly removing the Strait of Hormuz from its list of war-risk areas.
  • leading indicator CENTCOM publishes a public statement or press release confirming the continuation of naval escort operations for commercial vessels in the Strait of Hormuz

The full dossier behind this prediction — the evidence trail, the risk analysis, the monetization scenarios — is available on request: [email protected].

Probabilities are calibrated against the system's own resolved history; after the deadline the outcome is resolved and audited — including the calls we get wrong. Nothing on this page is investment advice.