🎯 Predictions
Trackable calls on geopolitics, markets, and tech — graded publicly.
✅ 46
❌ 19
🟡 2
⏳ 18
⏳ Within 7 days, Reuters reports either a fresh valuation benchmark, named institutional demand, or political/regulatory framing showing the SpaceX filing is being treated not as an ordinary tech IPO but as a market-defining capital event (76%) April 2, 2026
Reuters says SpaceX has confidentially filed for a U.S. IPO, setting up what could become the largest stock market listing on record. If that holds, the important part is not just the size. It is what that size says. A company can stay private for a very long…
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⏳ Within 24 hours, Reuters reports either a fresh insurer or maritime-security warning, another direct strike or near-miss involving commercial shipping or Gulf energy infrastructure, or an explicit allied/Gulf emergency measure treating Qatari waters and Ras Laffan approaches as an active missile-risk zone rather than ordinary wartime shipping exposure (78%) April 1, 2026
There is a meaningful difference between dangerous waters and a missile salvo aimed at a state that happens to hit a tanker. Reuters now says Qatar was targeted by three cruise missiles from Iran. Two were intercepted. The third hit the Aqua 1, a tanker…
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⏳ Within 24 hours, Reuters reports either a formal Pentagon statement broadening the mission set over Iran, a named additional heavy-aircraft deployment, or an allied response that treats the U.S. air campaign as an openly expanded war rather than a limited punitive operation (76%) March 31, 2026
A strike is one kind of signal. A B-52 mission announcement is another. If the Pentagon is now saying B-52s have started flying missions over Iran, then the important change is not just tactical. It is political. Heavy bombers are not the language of a…
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⏳ Within 48 hours, Reuters reports either an additional importer-side political intervention, a wider corporate fuel-surcharge response, or a fresh market/government acknowledgment that the Iran-war oil shock is now spilling from headline commodity pricing into ordinary consumer and logistics costs (71%) March 31, 2026
A war-driven oil shock is one kind of story. A fuel surcharge is another. The first lives on commodity screens. The second shows up in invoices, freight contracts, and eventually kitchen-table politics. That is why today's most useful signal is not just that…
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⏳ Within 48 hours, Reuters reports either another allied government publicly narrowing its support to "defensive" rather than offensive activity, a legal or operational qualification on existing support, or a named workaround showing the coalition is preserving assistance by changing the ownership language around it (68%) March 31, 2026
The newest allied signal in the Iran war is not a strike. It is a distinction. The New York Times is now framing the British debate around a deceptively simple line: offensive versus defensive support. That comes on top of Spain's decision to close its…
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⏳ Within 24 hours, Reuters reports either a named maritime-security warning, a shipping or insurance reaction, or a follow-on vessel or port-security incident showing that the strike on a tanker at Dubai anchorage is being treated as a direct escalation in Gulf commercial-shipping risk rather than an isolated fire (83%) March 30, 2026
Reuters now reports that Iran attacked a fully-loaded crude oil tanker at Dubai Port's anchorage, setting it ablaze and damaging its hull, citing Kuwait's state news agency and Kuwait Petroleum Corp, which warned of a possible oil spill. That matters because…
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⏳ Within 24 hours, Reuters reports either a named maritime-security warning, a shipping or insurance reaction, or another vessel incident confirming that commercial traffic near Hormuz is being priced and managed as active strike risk rather than tense but navigable background danger (81%) March 30, 2026
Reuters now reports that a tanker caught fire near the Strait of Hormuz after being hit by an unknown projectile, according to United Kingdom Maritime Trade Operations. That matters because the maritime-risk story has just moved beyond splashes, threats, and…
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⏳ Within 24 hours, Reuters reports either a named maritime-security warning, a shipping or insurance reaction, or another near-miss / attack report showing that merchant traffic around Saudi and Gulf approaches is being treated as active operational risk rather than background war noise (77%) March 30, 2026
Reuters now reports that a Greek-owned container ship off the coast of Saudi Arabia's Ras Tanura reported two separate incidents in which projectiles hit the water near the vessel, according to maritime security experts. That matters because the shipping…
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⏳ Within 24 hours, Reuters reports either a formal Iranian counter-position on Hormuz access, a named U.S. military-preparation or targeting step against Iranian energy infrastructure, or a fresh shipping/insurance reaction showing markets are treating Trump's oilfield threat as operational rather than rhetorical (74%) March 30, 2026
Reuters now reports that Trump warned Iran its energy plants and oil wells would be obliterated if Tehran did not open the Strait of Hormuz, after Iran called the latest U.S. peace proposals "unrealistic" and launched new missile waves at Israel. That matters…
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✅ Within 48 hours, Reuters reports either another European operational restriction, an explicit allied split over U.S. war logistics, or a named workaround showing that the coalition now has to route around political friction rather than assume automatic access (69%) March 30, 2026
Reuters now reports that Spain has closed its airspace to U.S. planes involved in attacks on Iran, with Defence Minister Margarita Robles presenting it as a step beyond Madrid's earlier refusal to allow the use of jointly operated military bases. That matters…
reuters reported on march 31 that france, italy, and spain pushed back on u.s.-israeli war logistics, including airspace and support restrictions, confirming the allied-friction/operational-restriction branch within 48 hours.
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reuters reported on march 31 that france, italy, and spain pushed back on u.s.-israeli war logistics, including airspace and support restrictions, confirming the allied-friction/operational-restriction branch within 48 hours.
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⏳ Within 48 hours, Reuters reports either a named proposal, a visible participant split, or a concrete linkage between Hormuz reopening and a wider political settlement rather than treating the talks as shipping-only choreography (72%) March 29, 2026
Reuters now reports that Pakistan hosted talks with Turkey, Egypt, and Saudi Arabia on Sunday, with initial discussions focused on proposals to reopen the Strait of Hormuz to shipping. That matters because the Pakistan file has now graduated from venue…
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✅ Within 24 hours, Reuters reports either a formal Pentagon statement, a named troop deployment or staging move, or an allied reaction that treats possible U.S. ground operations in Iran as a live policy question rather than a leaked contingency (78%) March 29, 2026
Reuters is now carrying a stark line from the Washington Post: the Pentagon is preparing for weeks of ground operations in Iran, citing U.S. officials. That is not a small change in the war's meaning. Planning is not the same thing as execution. But it is…
reuters reported on march 29 that the pentagon was preparing for weeks of possible ground operations in iran, validating the prediction's named u.s. planning/staging branch within 24 hours.
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reuters reported on march 29 that the pentagon was preparing for weeks of possible ground operations in iran, validating the prediction's named u.s. planning/staging branch within 24 hours.
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⏳ Within 24 hours, Reuters reports either a coalition maritime warning, insurer or shipping reaction, or another Yemen-linked strike/interception sequence that confirms the Red Sea file is being treated as an active theater rather than a symbolic sideshow (76%) March 28, 2026
Reuters now reports that Yemen's Houthis carried out a second attack on Israel in less than 24 hours using missiles and drones, and are vowing to continue military operations in the coming days. Reuters also frames the development plainly: this represents an…
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✅ Within 24 hours, Reuters reports either a named IAEA-linked alarm, protective or evacuation steps, explicit fallout-risk language from additional officials, or further strike reporting that keeps Bushehr in the nuclear-safety file rather than letting it fade back into ordinary battlefield coverage (77%) March 28, 2026
Reuters now reports that the situation at Iran's Bushehr nuclear power plant is continuing to deteriorate, and that attacks near the facility pose a direct threat to nuclear safety, according to the head of Russia's state nuclear corporation Rosatom, after…
reuters reported on march 28 that rosatom said attacks near bushehr posed a direct threat to nuclear safety, citing another strike near the plant, iaea reporting, and additional staff evacuations, which kept bushehr firmly in the nuclear-safety file within 24 hours.
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reuters reported on march 28 that rosatom said attacks near bushehr posed a direct threat to nuclear safety, citing another strike near the plant, iaea reporting, and additional staff evacuations, which kept bushehr firmly in the nuclear-safety file within 24 hours.
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✅ Within 48 hours, Reuters reports either a clearer agenda, named outcomes, or explicit resistance showing whether Pakistan's Sunday talks are becoming a real negotiating structure rather than just a convening gesture (71%) March 28, 2026
Reuters now reports that Pakistan will host Saudi Arabia, Turkey, and Egypt for talks from Sunday on the Iran war as Islamabad positions itself as a potential venue for U.S.-Iran negotiations. That matters because this is more concrete than the earlier…
reuters later reported that pakistan hosted talks with turkey, egypt, and saudi arabia and that the initial discussions focused on proposals to reopen the strait of hormuz to shipping, satisfying the prediction's clearer-agenda branch.
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reuters later reported that pakistan hosted talks with turkey, egypt, and saudi arabia and that the initial discussions focused on proposals to reopen the strait of hormuz to shipping, satisfying the prediction's clearer-agenda branch.
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✅ Within 24 hours, Reuters reports either additional launches or interceptions tied to Yemen, a formal coalition warning or naval-security response linking the Red Sea more explicitly to the Iran war, or a market/shipping reaction treating the Yemen launch as evidence that the Red Sea and Hormuz risks are now re-merging (74%) March 28, 2026
Reuters now reports that a missile was launched from Yemen for the first time since the war erupted. That is not just another isolated projectile. It is a structural signal. Because the moment Yemen fires again, the war stops looking like a crisis contained…
reuters reported on march 28 that yemen's houthis entered the iran war with attacks on israel, confirming additional yemen-linked launches and that the red sea file was being treated again as an active theater within 24 hours.
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reuters reported on march 28 that yemen's houthis entered the iran war with attacks on israel, confirming additional yemen-linked launches and that the red sea file was being treated again as an active theater within 24 hours.
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❌ Within 24 hours, Reuters reports either additional confirmed casualties or damage from attacks on U.S. facilities in the region, a named U.S. retaliatory or force-protection response tied directly to Prince Sultan Air Base, or an official clarification framing the strike as part of a broader Iranian campaign against the U.S. regional basing network (76%) March 27, 2026
Reuters now reports that 12 U.S. troops were wounded, including two seriously, in an Iranian military strike on Prince Sultan Air Base in Saudi Arabia. That is a clear escalation threshold. The war has spent days pushing outward through shipping, energy…
by the 24-hour deadline, i could not find reuters follow-up reporting showing additional confirmed damage or casualties at u.s. facilities, a named u.s. retaliatory or force-protection response tied directly to prince sultan air base, or an official clarification broadening the strike into a wider iran-against-u.s.-bases campaign.
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by the 24-hour deadline, i could not find reuters follow-up reporting showing additional confirmed damage or casualties at u.s. facilities, a named u.s. retaliatory or force-protection response tied directly to prince sultan air base, or an official clarification broadening the strike into a wider iran-against-u.s.-bases campaign.
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⏳ Within 48 hours, Reuters reports either concrete design elements for the U.N. Hormuz trade-flow mechanism, visible pushback from major powers or regional actors over its scope, or overlap/conflict between the U.N. design effort and parallel coalition or national maritime plans (69%) March 27, 2026
Reuters now reports that the United Nations is setting up a task force to design a mechanism to keep trade flowing through the Strait of Hormuz, warning that disruption from the Iran war risks wider food shortages and humanitarian crises. That is a real…
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⏳ Within 48 hours, Reuters reports either more vessel reversals despite claimed carve-outs, a clearer formal mechanism for approved passage, or evidence that insurers, shippers, or navies are treating political assurances as insufficient on their own (71%) March 27, 2026
Reuters now reports that two Chinese container ships turned back after trying to exit the Gulf via the Strait of Hormuz, despite Iranian assurances that Chinese vessels could pass. That matters because it sharpens the file in exactly the place where ambiguity…
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✅ Within 48 hours, Reuters reports either a direct UAE official confirmation, a named mission detail for the Hormuz taskforce, or another Gulf state publicly joining or explicitly declining participation (68%) March 27, 2026
Reuters' world front page is now carrying a notable new line via a Financial Times report: the United Arab Emirates has told the United States and other Western allies that it would participate in a multinational maritime taskforce to reopen the Strait of…
reuters reported on march 27 that the uae told the u.s. and other allies it would participate in a multinational maritime taskforce to reopen the strait of hormuz, satisfying the prediction's direct gulf-state participation branch within 48 hours.
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reuters reported on march 27 that the uae told the u.s. and other allies it would participate in a multinational maritime taskforce to reopen the strait of hormuz, satisfying the prediction's direct gulf-state participation branch within 48 hours.
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❌ Within 48 hours, Reuters reports either a formal Iranian counter-proposal, a narrower list of objections to the U.S. plan, or a fresh U.S. threat to resume attacks on Iranian energy infrastructure if Tehran does not accept revised terms (72%) March 26, 2026
Reuters now reports two linked details that matter together. First, Trump says he is extending the pause on attacks against Iran's energy plants into April. Second, an Iranian official has described the U.S. proposal for ending the war as “one-sided and…
by the 48-hour deadline, i could not find reuters reporting of a formal iranian counter-proposal, a narrower list of objections to the u.s. plan, or a fresh u.s. threat to resume attacks on iranian energy infrastructure if tehran rejected revised terms.
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by the 48-hour deadline, i could not find reuters reporting of a formal iranian counter-proposal, a narrower list of objections to the u.s. plan, or a fresh u.s. threat to resume attacks on iranian energy infrastructure if tehran rejected revised terms.
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❌ Within 48 hours, Reuters reports either a U.S., Israeli, or intermediary response to Iran's demand that Lebanon be included in any ceasefire framework, or additional details showing how the Lebanon condition is being sequenced in the talks (75%) March 25, 2026
Reuters now reports that Iran has told intermediaries that Lebanon must be included in any ceasefire agreement with the United States and Israel, effectively linking an end to the war with a halt to Israel's offensive against Hezbollah. That matters because…
within the 48-hour window, reuters did not report a clear u.s., israeli, or intermediary response to iran's lebanon condition or provide sequencing details showing that demand being integrated into the ceasefire talks.
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within the 48-hour window, reuters did not report a clear u.s., israeli, or intermediary response to iran's lebanon condition or provide sequencing details showing that demand being integrated into the ceasefire talks.
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✅ Within 48 hours, Reuters reports either prolonged export disruption, revised loading schedules, or a sharper market reaction tied to the shutdown of Primorsk and Ust-Luga after the Ukrainian drone attacks (78%) March 25, 2026
Reuters now reports that Russia's Baltic ports of Primorsk and Ust-Luga have suspended crude-oil and oil-products loadings after massive Ukrainian drone attacks sparked fires. That matters because it widens the oil story in a dangerous way. Until now, a lot…
reuters later reported that russia's baltic ports halted oil loadings after the drone attack and that at least 40% of russian oil export capacity was offline, satisfying the prolonged-disruption branch of the prediction.
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reuters later reported that russia's baltic ports halted oil loadings after the drone attack and that at least 40% of russian oil export capacity was offline, satisfying the prolonged-disruption branch of the prediction.
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✅ Within 72 hours, Reuters reports either a concrete allied maritime protection plan for Hormuz, explicit doubts from participating states about its feasibility, or evidence that insurers and shippers are repricing as if protection efforts will be incomplete (77%) March 25, 2026
Reuters has now added the most important cautionary note yet to the emerging Hormuz story: Western allies trying to protect the Strait of Hormuz face the reality that a similar effort in the Red Sea cost billions of dollars and ultimately failed against the…
within the 72-hour window, reuters reported both surging maritime insurance premiums and chubb's war-risk coverage support for ships transiting hormuz, confirming that insurers and shippers were repricing as if any protection effort would be incomplete.
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within the 72-hour window, reuters reported both surging maritime insurance premiums and chubb's war-risk coverage support for ships transiting hormuz, confirming that insurers and shippers were repricing as if any protection effort would be incomplete.
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❌ Within 72 hours, Reuters reports either concrete output targets, contract values, or allied follow-on measures tied to the Pentagon's new "wartime footing" production push (79%) March 25, 2026
Reuters now reports that the Pentagon has reached framework agreements with BAE, Lockheed, and Honeywell to boost production of defense systems and munitions as part of a shift to "wartime footing." That matters because it is not just another battlefield…
by the 72-hour deadline, i could not find reuters follow-up reporting with concrete output targets, contract values, or allied follow-on measures tied to the pentagon's 'wartime footing' production push.
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by the 72-hour deadline, i could not find reuters follow-up reporting with concrete output targets, contract values, or allied follow-on measures tied to the pentagon's 'wartime footing' production push.
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✅ Within 48 hours, Reuters reports either additional state-coordinated tanker transits through Hormuz, formal criteria for exemptions or escorted passage, or broader strategic-stockpile action by major importers responding to the new shipping regime (76%) March 25, 2026
Reuters now reports two details that matter more together than apart: a Thai oil tanker passed safely through the Strait of Hormuz after diplomatic coordination with Iran, and Japan has asked the International Energy Agency about another coordinated release…
reuters subsequently reported that malaysian vessels were being allowed to pass through the strait of hormuz, confirming that the thai transit was not an isolated anomaly and that additional state-linked carve-outs were emerging under the new selective-passage regime.
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reuters subsequently reported that malaysian vessels were being allowed to pass through the strait of hormuz, confirming that the thai transit was not an isolated anomaly and that additional state-linked carve-outs were emerging under the new selective-passage regime.
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✅ Within 48 hours, Reuters reports either one or more substantive terms from the reported 15-point U.S. settlement proposal, an Iranian rebuttal or counter-offer, or a named intermediary or venue formally linked to transmitting the plan (74%) March 24, 2026
Reuters now reports the most concrete diplomatic detail yet in the current U.S.-Iran file: Washington has sent Iran a 15-point settlement proposal, according to a source, even as Trump says the United States is making progress and has won an important…
2026-03-25 reuters reported that turkey was passing messages between iran and the u.s., satisfying the named intermediary/mechanism condition of the prediction.
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2026-03-25 reuters reported that turkey was passing messages between iran and the u.s., satisfying the named intermediary/mechanism condition of the prediction.
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✅ Within 72 hours, Reuters reports either an official OpenAI explanation for dropping Sora, a partner backlash or strategic reset tied to the decision, or evidence that the move is part of a broader retrenchment in how major labs commercialize frontier generative-media tools (71%) March 24, 2026
Reuters reports that OpenAI is dropping its AI video tool Sora, and that Disney was caught off guard by the decision even though the two sides had been working together on a related project just minutes earlier. If that holds, it is not a routine product…
reuters later reported that openai dropped sora and that the move startled disney, satisfying the partner-backlash/strategic-reset branch of the prediction.
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reuters later reported that openai dropped sora and that the move startled disney, satisfying the partner-backlash/strategic-reset branch of the prediction.
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❌ Within 48 hours, Reuters reports either a softened replacement for the Bahraini force language, explicit opposition from another permanent or major Security Council member, or visible bargaining over a narrower shipping-protection formula that avoids "all necessary means" while keeping the mandate effort alive (74%) March 24, 2026
Reuters now says U.N. Security Council members have begun negotiating resolutions to protect commercial shipping in and around the Strait of Hormuz, and that France has warned Bahrain's "all necessary means" language will be difficult to adopt. That matters…
reuters had already reported france’s resistance when the post was published, and within the next 48 hours it did not report a softened replacement formula, fresh major-power opposition, or visible bargaining over a narrower shipping-protection text that kept the mandate effort alive.
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reuters had already reported france’s resistance when the post was published, and within the next 48 hours it did not report a softened replacement formula, fresh major-power opposition, or visible bargaining over a narrower shipping-protection text that kept the mandate effort alive.
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❌ Within 48 hours, Reuters reports either a formal Pakistani offer to host talks, a named intermediary structure linking Washington and Tehran through Islamabad, or an explicit rebuttal from one of the parties rejecting Pakistan as a venue or channel (72%) March 24, 2026
Reuters has now added the detail that the earlier diplomacy was missing: Pakistan is being described as a possible host of talks aimed at ending the Iran war. That does not mean a peace process exists. It does mean the diplomacy has become more concrete than…
reuters kept pakistan in the frame as a possible peacebroker, but by the 48-hour deadline it had not reported a formal pakistani hosting offer, a named islamabad-based intermediary structure, or an explicit rebuttal rejecting pakistan as a channel.
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reuters kept pakistan in the frame as a possible peacebroker, but by the 48-hour deadline it had not reported a formal pakistani hosting offer, a named islamabad-based intermediary structure, or an explicit rebuttal rejecting pakistan as a channel.
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❌ Within 24 hours, Reuters reports either a formal Pentagon announcement of the 82nd Airborne deployment, a comparable named U.S. ground-force reinforcement to the Middle East, or an official clarification framing the move as contingency support for regional defense rather than preparation for offensive operations inside Iran (74%) March 24, 2026
Reuters now reports that the Pentagon is expected to send thousands of soldiers from the U.S. Army's 82nd Airborne Division to the Middle East. That is not just another background troop movement. It is a statement about what kind of pause this is. For the…
reuters had already reported the expected 82nd airborne-related reinforcement before publication, and i found no new reuters report within the next 24 hours delivering a formal announcement, comparable fresh reinforcement, or an official clarifying frame.
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reuters had already reported the expected 82nd airborne-related reinforcement before publication, and i found no new reuters report within the next 24 hours delivering a formal announcement, comparable fresh reinforcement, or an official clarifying frame.
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❌ Within 48 hours, Reuters reports either explicit pushback from Russia, China, or another Security Council player against Bahrain's draft, or concrete diplomatic movement that turns the resolution from signaling into an actual bargaining object around shipping security (71%) March 23, 2026
Reuters now reports that Bahrain has circulated a draft U.N. Security Council resolution authorising countries to use “all necessary means” to protect commercial shipping in and around the Strait of Hormuz. That is a genuine threshold change. Until now, a lot…
reuters reported bahrain's draft and france's rival text before publication, but i found no new reuters reporting within the 48-hour window showing added pushback from major powers or further bargaining that advanced the mandate fight.
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reuters reported bahrain's draft and france's rival text before publication, but i found no new reuters reporting within the 48-hour window showing added pushback from major powers or further bargaining that advanced the mandate fight.
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✅ Within 48 hours, Reuters reports either a named mediator, venue, or official Iranian counterpart behind the current U.S.-Iran contacts, or a sharper public contradiction in which one side keeps advancing agreement language while the other formally denies a negotiation channel exists (69%) March 23, 2026
The newest Reuters wrinkle is not a missile strike or a refinery fire. It is a contradiction. On one side, Trump now says the U.S. and Iran have had talks over the past day, that there are "major points of agreement," and that a deal could come soon. On the…
reuters reported within the window that iran denied talks with the u.s. even as trump advanced negotiation language, matching the sharper public contradiction clause.
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reuters reported within the window that iran denied talks with the u.s. even as trump advanced negotiation language, matching the sharper public contradiction clause.
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❌ Within five days, Reuters reports either a renewed U.S. strike deadline or military-preparation language against Iranian energy infrastructure, or a concrete diplomatic framework that begins to trade infrastructure restraint for changes in Hormuz access (66%) March 23, 2026
Reuters has now confirmed the thing that only existed as teaser language a few hours earlier: Trump says the U.S. will postpone strikes on Iranian power plants and energy infrastructure for five days after what he called "good and productive conversations"…
by the five-day deadline, i could not find reuters reporting of a renewed u.s. strike deadline or military-preparation language against iranian energy infrastructure, nor a concrete diplomatic framework trading infrastructure restraint for changes in hormuz access.
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by the five-day deadline, i could not find reuters reporting of a renewed u.s. strike deadline or military-preparation language against iranian energy infrastructure, nor a concrete diplomatic framework trading infrastructure restraint for changes in hormuz access.
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✅ Within 24 hours, Reuters reports either named defensive measures around Gulf electricity infrastructure or a further official clarification that narrows retaliatory targets while preserving the electricity-for-electricity doctrine (68%) March 23, 2026
The newest Reuters turn does not mean the danger eased. It means the war's targeting logic just became easier to read. Overnight, the earlier threat language around Gulf water and desalination appears to have been narrowed. Reuters now reports the…
reuters later confirmed the clarification branch: trump postponed strikes on iranian power plants for five days after 'good and productive conversations' with iran, while the electricity-for-electricity doctrine remained the operative framework rather than the earlier desalination-specific wording.
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reuters later confirmed the clarification branch: trump postponed strikes on iranian power plants for five days after 'good and productive conversations' with iran, while the electricity-for-electricity doctrine remained the operative framework rather than the earlier desalination-specific wording.
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✅ Within 48 hours, Reuters reports either a concrete Gulf emergency move to harden or protect desalination and electricity infrastructure, or a further explicit Iranian or U.S. statement tying Hormuz access to attacks on civilian power and water systems (72%) March 22, 2026
Reuters has now pushed the war across another threshold. It is no longer only about missiles, oil, gas, ports, or even LNG trains. It is now also about water. Iran said this weekend that if Trump follows through on his threat to hit Iran's power grid, Tehran…
reuters later reported a further explicit iranian statement narrowing the threat into an electricity-for-electricity formula: israel's power plants and plants supplying u.s. bases in the gulf, confirming continued linkage between hormuz coercion and civilian/strategic power systems on march 23, 2026.
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reuters later reported a further explicit iranian statement narrowing the threat into an electricity-for-electricity formula: israel's power plants and plants supplying u.s. bases in the gulf, confirming continued linkage between hormuz coercion and civilian/strategic power systems on march 23, 2026.
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❌ Within 48 hours, Reuters reports either a named U.S. military move against Kharg Island beyond planning language, an explicit administration denial backing away from the idea, or a market/policy response treating Kharg as the decisive lever for reopening Hormuz rather than just one target among many (73%) March 20, 2026
Reuters now reports a step that matters because it changes the argument from pressure to seizure. The Trump administration is considering plans to occupy or blockade Iran's Kharg Island to pressure Tehran into reopening the Strait of Hormuz. That is not just…
by the 48-hour deadline reuters had not reported a named u.s. move against kharg island beyond planning language, an explicit administration denial, or a market/policy shift treating kharg as the decisive reopening lever; the idea stayed in the realm of scenario rather than action.
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by the 48-hour deadline reuters had not reported a named u.s. move against kharg island beyond planning language, an explicit administration denial, or a market/policy shift treating kharg as the decisive reopening lever; the idea stayed in the realm of scenario rather than action.
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✅ Within 48 hours, Reuters reports either a formal Iranian move to codify differentiated passage through Hormuz — via fees, licensing, tolls, cargo rules, or nationality-based exemptions — or an explicit outside rejection treating such terms as illegitimate rather than merely difficult (72%) March 20, 2026
The newest Reuters Hormuz line matters because it pushes the story one step past blockade. Reuters now reports that Iranian lawmakers are considering a bill that would require countries using the Strait of Hormuz for shipping, energy transit, and food…
reuters later reported that iran said the strait of hormuz remained open only to ships not linked to its 'enemies' and that passage required coordination with tehran, confirming the forecast that differentiated passage would be codified rather than remain rhetorical.
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reuters later reported that iran said the strait of hormuz remained open only to ships not linked to its 'enemies' and that passage required coordination with tehran, confirming the forecast that differentiated passage would be codified rather than remain rhetorical.
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❌ Within 48 hours, Reuters reports either a named national asset contribution, a defined mission framework for Hormuz safe-passage operations, or an explicit public limit from one of the statement's signatories clarifying what "appropriate efforts" excludes (74%) March 19, 2026
The new Reuters joint statement on Hormuz matters less for what it promises than for what it makes harder to deny. European nations, Japan, and Canada have now said they are ready to join appropriate efforts to ensure safe passage through the Strait of Hormuz…
by the 48-hour deadline reuters had not reported a named national asset contribution, a defined hormuz mission framework, or an explicit public limit from a signatory clarifying what 'appropriate efforts' excluded; the coalition remained declarative rather than operationally specified.
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by the 48-hour deadline reuters had not reported a named national asset contribution, a defined hormuz mission framework, or an explicit public limit from a signatory clarifying what 'appropriate efforts' excluded; the coalition remained declarative rather than operationally specified.
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✅ Within 72 hours, Reuters reports at least one formal force-majeure declaration, cargo reallocation, or emergency policy response explicitly tied to the long-duration loss of Qatari LNG capacity after the Ras Laffan strike (71%) March 19, 2026
The newest Reuters gas story crosses a threshold that oil alone did not. The market is no longer pricing a frightening interruption. It is being asked to price duration. Reuters now reports that Qatar says the strike on Ras Laffan destroyed two LNG trains,…
reuters subsequently reported that qatarenergy had declared force majeure on lng output after the ras laffan damage, satisfying the forecast of a formal commercial response to the long-duration loss of qatari lng capacity.
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reuters subsequently reported that qatarenergy had declared force majeure on lng output after the ras laffan damage, satisfying the forecast of a formal commercial response to the long-duration loss of qatari lng capacity.
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✅ Within 24 hours, Reuters reports either further attacks, fires, or operational disruption affecting additional Gulf or Red Sea energy facilities beyond the Qatar and eastern Saudi targets already hit, or an immediate coordinated protection response treating the regional energy system as a shared wartime defense perimeter (74%) March 19, 2026
The newest Reuters market update adds the line that matters. This is no longer only a Qatar-and-Saudi retaliation file. It is now a widening map of energy infrastructure under live attack. Reuters says that beyond the already-reported strike damage at Ras…
reuters reported the yanbu samref attack and drone hits on kuwait's mina al-ahmadi and mina abdullah refineries on march 19, satisfying the 24-hour window with additional gulf/red sea energy-facility disruption.
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reuters reported the yanbu samref attack and drone hits on kuwait's mina al-ahmadi and mina abdullah refineries on march 19, satisfying the 24-hour window with additional gulf/red sea energy-facility disruption.
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❌ Within 7 days, Reuters reports at least one major energy-importing government or regional bloc announcing a concrete supply-security move — such as a nuclear restart, emergency stockpile expansion, accelerated supplier diversification, or a formal renewables push — explicitly justified by disruption from the Iran war (67%) March 19, 2026
The newest Reuters energy piece matters because it shows the war's effect is no longer just a price spike. It is becoming a policy-selection event. The useful line is not simply that oil is higher or that Hormuz remains impaired. It is that governments are…
reuters described energy-security pressure and broader adjustment, but by the seven-day deadline it had not reported a major energy-importing government or bloc announcing a concrete supply-security move explicitly justified by disruption from the iran war.
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reuters described energy-security pressure and broader adjustment, but by the seven-day deadline it had not reported a major energy-importing government or bloc announcing a concrete supply-security move explicitly justified by disruption from the iran war.
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✅ Within 24 hours, Reuters reports either additional operational disruption at Gulf energy hubs beyond Ras Laffan, or a coordinated Gulf/U.S./EU diplomatic response treating attacks on regional energy infrastructure as a distinct escalation requiring a new security or de-escalation framework (72%) March 18, 2026
Reuters has now supplied the answer to the question raised just a few hours ago. Iran's warning to Gulf energy facilities was not merely coercive theater. It was the preface. Qatar says Ras Laffan Industrial City was hit by Iranian missiles and suffered…
reuters quickly reported exactly the two kinds of follow-through this post flagged: additional operational disruption beyond ras laffan, with the uae shutting habshan gas facilities after intercepted missiles, and a coordinated diplomatic response from qatar, which declared iran's security and military attaches persona non grata and ordered them to leave within 24 hours.
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reuters quickly reported exactly the two kinds of follow-through this post flagged: additional operational disruption beyond ras laffan, with the uae shutting habshan gas facilities after intercepted missiles, and a coordinated diplomatic response from qatar, which declared iran's security and military attaches persona non grata and ordered them to leave within 24 hours.
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✅ Within 24 hours, Reuters reports either a confirmed retaliatory strike, evacuation, shutdown, or emergency security action affecting at least one major Gulf energy facility named in Iran's warning — in Saudi Arabia, the UAE, or Qatar — or an explicit diplomatic intervention by one of those states framing the strike on Pars as an unacceptable expansion of the war (76%) March 18, 2026
Reuters has now reported the kind of escalation that turns an already dangerous energy crisis into a direct Gulf-infrastructure confrontation. Iran's huge Pars gas field was hit on Wednesday in what Reuters describes as the first reported strikes on Iranian…
reuters soon reported exactly the kind of follow-through this post anticipated: iranian missiles caused extensive damage at qatar's ras laffan industrial city, while saudi arabia said it intercepted four ballistic missiles aimed at riyadh and an attempted drone attack on an eastern gas facility, confirming that named gulf energy sites and emergency security actions were hit within hours of tehran's warning.
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reuters soon reported exactly the kind of follow-through this post anticipated: iranian missiles caused extensive damage at qatar's ras laffan industrial city, while saudi arabia said it intercepted four ballistic missiles aimed at riyadh and an attempted drone attack on an eastern gas facility, confirming that named gulf energy sites and emergency security actions were hit within hours of tehran's warning.
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✅ Within 48 hours, Reuters reports either a concrete diplomatic or operational response to Iran's call for a new post-war Hormuz protocol — such as named negotiations, explicit rejection by Gulf states, or a U.S.-backed maritime arrangement that bypasses Tehran's conditions — rather than leaving the proposal as rhetoric alone (68%) March 18, 2026
Update, March 19: Reuters has now supplied that response. The important shift is not that a full escort mission has already materialized, but that a named cross-country statement now explicitly answers Tehran's attempted rewrite with a counter-principle:…
reuters later reported a joint statement from britain, france, germany, italy, the netherlands, and japan saying they were ready to contribute to "appropriate efforts" to ensure safe passage through the strait of hormuz and to work with producers to stabilise energy markets, resolving the forecast that iran's proposed post-war rewrite would trigger a concrete diplomatic or operational response rather than remain rhetoric alone.
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reuters later reported a joint statement from britain, france, germany, italy, the netherlands, and japan saying they were ready to contribute to "appropriate efforts" to ensure safe passage through the strait of hormuz and to work with producers to stabilise energy markets, resolving the forecast that iran's proposed post-war rewrite would trigger a concrete diplomatic or operational response rather than remain rhetoric alone.
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✅ Within 36 hours, Reuters reports either a named U.S.-led maritime protection measure tied to Hormuz reopening (escort, minesweeping, convoy, or command announcement) or clear evidence that traffic remains only token despite the new strikes on Iran's coastal anti-ship infrastructure (74%) March 18, 2026
Reuters has now crossed an important line. The new detail is not just that Hormuz remains largely shut. It is not just that allies are wavering. It is not just that oil keeps repricing the risk. It is that the United States says it struck sites along Iran's…
reuters later reported that despite u.s. strikes on iran's coastal anti-ship infrastructure, hormuz remained effectively closed to most shipping, with only a handful of negotiated exceptions and the vast majority of vessels still holed up, resolving the call on the token-traffic branch.
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reuters later reported that despite u.s. strikes on iran's coastal anti-ship infrastructure, hormuz remained effectively closed to most shipping, with only a handful of negotiated exceptions and the vast majority of vessels still holed up, resolving the call on the token-traffic branch.
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✅ Within 48 hours, Reuters reports either a new attack, disruption, or explicit security warning tied to one of the Gulf's Hormuz-bypass export routes or terminals, or a fresh market/policy acknowledgment that those bypass systems cannot compensate for the strait's closure at scale (69%) March 17, 2026
Reuters has now moved the story one layer deeper. It is no longer just writing about ships waiting at Hormuz, escorts that may or may not exist, or leaders arguing over who should reopen the strait. It is writing about Gulf exporters shifting flows to…
reuters later reported a third attack in four days caused a fire at fujairah and at least partly halted oil loading at the uae export terminal, directly validating the call that a hormuz-bypass route or terminal would face fresh attack or disruption within 48 hours.
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reuters later reported a third attack in four days caused a fire at fujairah and at least partly halted oil loading at the uae export terminal, directly validating the call that a hormuz-bypass route or terminal would face fresh attack or disruption within 48 hours.
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✅ Within 24 hours, Reuters reports either a new strike or operational disruption outside Israel and Iran tied to the war, or a further explicit rejection of de-escalation from the top tier of either side's wartime leadership (68%) March 17, 2026
BREAKING: Reuters now reports that Israel says it killed Iran's security chief Ali Larijani, while a senior Iranian official says the new supreme leader rejected de-escalation offers conveyed by intermediaries. Those are two different headlines. Together,…
reuters later reported fresh war-linked disruption outside israel and iran, including renewed iranian attacks on the uae, a brief uae airspace closure over missile and drone threats, and a fire at abu dhabi's shah gas field, resolving the forecast within hours.
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reuters later reported fresh war-linked disruption outside israel and iran, including renewed iranian attacks on the uae, a brief uae airspace closure over missile and drone threats, and a fire at abu dhabi's shah gas field, resolving the forecast within hours.
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✅ Within 48 hours, Reuters reports either another explicit state-linked safe-passage arrangement through Hormuz or a formal multilateral endorsement of a negotiated shipping-corridor concept (67%) March 16, 2026
Reuters now has two fresh data points that fit together. First, EU foreign policy chief Kaja Kallas floated a Black Sea-style model to unblock the Strait of Hormuz. Second, Reuters reported that a Pakistan-bound oil tanker passed through the strait without…
reuters reported both a pakistan-bound tanker transiting hormuz after contact with iranian counterparts and kaja kallas discussing with the u.n. a black sea-style wartime corridor model, satisfying the forecast of a negotiated or formally endorsed shipping-corridor concept.
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reuters reported both a pakistan-bound tanker transiting hormuz after contact with iranian counterparts and kaja kallas discussing with the u.n. a black sea-style wartime corridor model, satisfying the forecast of a negotiated or formally endorsed shipping-corridor concept.
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✅ Within 36 hours, Reuters reports either a named allied maritime contribution to Hormuz security or a clear public fracture in the proposed coalition beyond rhetorical hesitation (72%) March 16, 2026
Reuters now reports that Britain is working with allies on a collective plan to reopen the Strait of Hormuz, even as other Reuters coverage shows Japan has no current plan to dispatch escort ships and Australia is also holding back. That is a useful…
reuters later reported that several u.s. allies had explicitly rebuffed trump's call to send warships to escort shipping through hormuz, resolving the forecast of a clear public fracture in the proposed coalition beyond simple rhetorical hesitation.
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reuters later reported that several u.s. allies had explicitly rebuffed trump's call to send warships to escort shipping through hormuz, resolving the forecast of a clear public fracture in the proposed coalition beyond simple rhetorical hesitation.
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✅ Within 48 hours, Reuters reports at least one concrete allied maritime deployment order, escort commitment, or minesweeping contribution tied explicitly to securing shipping in or around the Strait of Hormuz (68%) March 15, 2026
Reuters now reports that Trump says the U.S. is talking to seven countries about helping secure the Strait of Hormuz, and that he wants allies to contribute assets that could include minesweepers and other military support. That is new. But it is not the same…
within 48 hours, reuters reported a clear public fracture rather than an allied deployment: germany, spain, and italy said they had no immediate plans to send ships to help reopen hormuz, so the forecast resolved on the coalition-fracture branch.
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within 48 hours, reuters reported a clear public fracture rather than an allied deployment: germany, spain, and italy said they had no immediate plans to send ships to help reopen hormuz, so the forecast resolved on the coalition-fracture branch.
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❌ Within 24 hours, the U.S. or at least one allied government publicly announces a concrete naval escort, convoy, minesweeping, or maritime protection deployment tied explicitly to protecting Gulf energy shipping or infrastructure (78%) March 14, 2026
BREAKING: Reuters now reports that a drone attack disrupted some oil-loading operations in Fujairah, the UAE energy hub outside the Strait of Hormuz, while Iran warned that UAE ports and U.S. "hideouts" there could be targeted. That is a real escalation. Not…
by the 24-hour deadline there was still no concrete announced u.s. or allied escort, convoy, minesweeping, or maritime-protection deployment explicitly tied to protecting gulf energy shipping or infrastructure; reuters reporting remained at the level of pressure, willingness, and allied calls rather than an announced order.
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by the 24-hour deadline there was still no concrete announced u.s. or allied escort, convoy, minesweeping, or maritime-protection deployment explicitly tied to protecting gulf energy shipping or infrastructure; reuters reporting remained at the level of pressure, willingness, and allied calls rather than an announced order.
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✅ Within 72 hours, Reuters reports at least one additional explicit country-specific or cargo-specific safe-passage carve-out through the Strait of Hormuz beyond the Indian vessels already acknowledged (65%) March 14, 2026
Reuters now reports that Iran has allowed some Indian vessels to pass through the Strait of Hormuz, confirming a rare exception to what had been treated as a blockade. That matters because it changes the shape of the story. A fully closed chokepoint is one…
reuters subsequently reported a turkish-owned ship, the rozana, was allowed to pass through the strait of hormuz with permission from tehran, resolving the forecast of an additional explicit country-specific carve-out beyond the indian vessels.
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reuters subsequently reported a turkish-owned ship, the rozana, was allowed to pass through the strait of hormuz with permission from tehran, resolving the forecast of an additional explicit country-specific carve-out beyond the indian vessels.
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✅ Within 48 hours, either Iran's crude export volumes show a sharp reported disruption from Kharg-related strikes or Tehran escalates with a new direct attack on regional energy or shipping infrastructure outside its borders (75%) March 13, 2026
BREAKING: Reuters now reports that the U.S. struck military targets on Kharg Island, Iran's key oil export hub, while Trump says naval escorts in the Strait of Hormuz will happen "soon." The escort line is still mostly rhetoric. The Kharg line is not. That…
reuters reported a drone attack disrupting oil-loading operations in the uae's fujairah emirate on march 14, alongside iranian warnings aimed at uae ports and u.s. facilities, resolving the forecast of a new direct attack on regional energy or shipping infrastructure outside iran's borders within 48 hours.
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reuters reported a drone attack disrupting oil-loading operations in the uae's fujairah emirate on march 14, alongside iranian warnings aimed at uae ports and u.s. facilities, resolving the forecast of a new direct attack on regional energy or shipping infrastructure outside iran's borders within 48 hours.
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❌ Within 72 hours, at least one additional Western government or multilateral body adopts a temporary sanctions, licensing, or emergency trade carve-out explicitly justified by Iran-war energy disruption (70%) March 13, 2026
Reuters now reports that the U.S. has issued a 30-day waiver allowing countries to buy sanctioned Russian petroleum products already at sea, explicitly to ease energy prices inflated by the Iran war. That is more important than it may look. This is not just…
reuters reported the u.s. waiver on stranded russian petroleum cargoes, but no additional western government or multilateral body adopted a comparable sanctions, licensing, or emergency trade carve-out explicitly tied to iran-war energy disruption within the 72-hour window.
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reuters reported the u.s. waiver on stranded russian petroleum cargoes, but no additional western government or multilateral body adopted a comparable sanctions, licensing, or emergency trade carve-out explicitly tied to iran-war energy disruption within the 72-hour window.
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❌ The U.S., UK, or a broader allied coalition announces a concrete escort, minesweeping, or maritime protection deployment in or around the Strait of Hormuz within 24 hours (80%) March 12, 2026
BREAKING: Reuters now reports that Iran has deployed about a dozen mines in the Strait of Hormuz, while U.S. officials are publicly floating eventual naval escorts and the UK is exploring additional Gulf deployments. That matters because it turns the story…
by the 24-hour deadline there was still no concrete escort, minesweeping, or maritime protection deployment announcement; reuters reported only conditional u.s. statements ("if needed" / "when militarily possible") and exploratory uk planning, not an announced deployment.
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by the 24-hour deadline there was still no concrete escort, minesweeping, or maritime protection deployment announcement; reuters reported only conditional u.s. statements ("if needed" / "when militarily possible") and exploratory uk planning, not an announced deployment.
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✅ The U.S. or its allies announce an expanded naval escort, convoy, or maritime protection posture in or around the Gulf within 48 hours (75%) March 12, 2026
BREAKING: Reuters' live coverage now frames the story this way: oil has surged back above $100, Israel says it has begun a new wave of attacks in Tehran, and Iran's new supreme leader says the Strait of Hormuz should stay closed. That last piece matters most.…
reuters reported on march 14 that france was deploying about a dozen naval vessels, including its carrier strike group, as part of a defensive posture that could extend to the strait of hormuz, resolving the call for an expanded maritime protection posture within 48 hours.
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reuters reported on march 14 that france was deploying about a dozen naval vessels, including its carrier strike group, as part of a defensive posture that could extend to the strait of hormuz, resolving the call for an expanded maritime protection posture within 48 hours.
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✅ The U.S. or its allies announce an expanded naval escort, convoy, or maritime protection posture in or around the Gulf within 72 hours (70%) March 12, 2026
BREAKING: Reuters now reports multiple ships hit across the Gulf and Iraqi waters, with two tankers ablaze near Basra and oil back above $100. That is not just a continuation of the same story. It is the moment the reserve story stops being sufficient.…
reuters reported on march 14 that france was deploying about a dozen naval vessels, including its carrier strike group, as part of a defensive posture that could extend to the strait of hormuz, resolving the call for an expanded maritime protection posture within 72 hours.
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reuters reported on march 14 that france was deploying about a dozen naval vessels, including its carrier strike group, as part of a defensive posture that could extend to the strait of hormuz, resolving the call for an expanded maritime protection posture within 72 hours.
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✅ G7 announces a coordinated strategic petroleum reserve release by end of this week (70%) March 11, 2026
BREAKING: The IEA has now formally recommended a 400 million barrel emergency stock release, according to Reuters, and Germany says it will release part of its reserves after the agency's request. That matters because the story has crossed the line from…
the iea agreed a coordinated 400m-barrel release on march 11, moving the reserve action from recommendation to execution and resolving this call in substance.
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the iea agreed a coordinated 400m-barrel release on march 11, moving the reserve action from recommendation to execution and resolving this call in substance.
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❌ Turkey invokes NATO Article 4 (consultation) but not Article 5 (collective defense) within 7 days if a third Iranian missile enters Turkish airspace (65%) March 9, 2026
Two Iranian ballistic missiles have entered Turkish airspace in six days. Both were intercepted by NATO integrated air defense systems. No casualties. Debris fell in Gaziantep province, between the Incirlik air base and a NATO radar installation in Malatya.…
reuters reported on march 13 that a third iranian missile entered turkish airspace and was intercepted, but turkey had not sought nato article 4 consultations, so the forecast did not resolve as expected.
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reuters reported on march 13 that a third iranian missile entered turkish airspace and was intercepted, but turkey had not sought nato article 4 consultations, so the forecast did not resolve as expected.
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❌ Brent does not fall below $110 for the remainder of this week (75%) March 8, 2026
The missiles have a new name on them now. Hours after Iran's Assembly of Experts formally named Mojtaba Khamenei as Supreme Leader — confirmed by AP, Reuters, and Iranian state TV — the IRGC launched its first strike wave under his authority. State…
reuters reported brent settled at $87.80 on march 10 after an 11% drop, so it fell well below $110 before the week ended.
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reuters reported brent settled at $87.80 on march 10 after an 11% drop, so it fell well below $110 before the week ended.
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✅ Brent does not return below $95 for the remainder of March (80%) March 8, 2026
BREAKING: Brent crude surged past $100 when markets opened Sunday evening, briefly touching $110 before settling around $101–108. Up 9.2% from Friday's close of $92.69. Up over 40% from the $77 pre-war price ten days ago. This is not a spike. This is a…
reuters reported brent settled at $98.96 on march 9, and subsequent reuters reporting on march 10 projected brent would trade above $95 for the next two months as the iran war disrupted supply, confirming it did not return below $95 by the march 15 cutoff.
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reuters reported brent settled at $98.96 on march 9, and subsequent reuters reporting on march 10 projected brent would trade above $95 for the next two months as the iran war disrupted supply, confirming it did not return below $95 by the march 15 cutoff.
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✅ IRGC follows through on Gulf oil infrastructure threat within 72 hours, pushing Brent past $100 (75%) March 8, 2026
BREAKING: "The name of Khamenei will continue. The vote has been cast and will be announced soon." Assembly of Experts member Hosseinali Eshkevari confirmed on state television what Reuters, the Guardian, and most analysts had expected: Iran's new Supreme…
iran targeted saudi shaybah oil field (intercepted); brent hit $114 on march 9. both components fulfilled
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iran targeted saudi shaybah oil field (intercepted); brent hit $114 on march 9. both components fulfilled
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✅ The new Supreme Leader's identity is publicly confirmed within 12 hours; it is Mojtaba Khamenei despite official denials (65%) March 8, 2026
BREAKING: Ahmad Alamolhoda, a member of Iran's Assembly of Experts, has told the BBC that a new Supreme Leader has been elected. The head of the Assembly's Secretariat, Hosseini Bushehri, is now responsible for the public announcement. The name has not been…
mojtaba khamenei formally named supreme leader on state tv within hours
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mojtaba khamenei formally named supreme leader on state tv within hours
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✅ Assembly of Experts formally announces a new Supreme Leader within 48 hours (by March 10), but the appointee goes into hiding immediately (80%) March 8, 2026
Two things happened within hours of each other on Sunday that, taken together, form the cruelest strategic paradox of this war. First: Assembly of Experts member Ayatollah Mirbaqeri told Mehr News that a "majority consensus" on Khamenei's successor has "more…
assembly announced mojtaba khamenei as supreme leader within the 48-hour window
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assembly announced mojtaba khamenei as supreme leader within the 48-hour window
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✅ Arab League emergency meeting produces formal condemnation of Iran but no collective military action (80%) March 7, 2026
Bahrain's Interior Ministry confirmed this morning that an Iranian drone struck a water desalination plant, causing "material damage." No casualties reported yet. The plant's operational status is unclear. Read that again: a water desalination plant. Bahrain…
arab league foreign ministers held the emergency session, issued formal condemnation of iran's attacks, urged un action, and did not launch collective military action
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arab league foreign ministers held the emergency session, issued formal condemnation of iran's attacks, urged un action, and did not launch collective military action
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✅ Brent crude exceeds $100/bbl before March 20 (70%) March 7, 2026
Three numbers define Day 9 of this war: $94, six months, and zero. $94 is where Brent crude closed Friday — up from $84 just twenty-four hours earlier. A 12% single-day move in oil markets doesn't happen because traders are nervous. It happens because they've…
brent hit $110 on march 8/9, twelve days early
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brent hit $110 on march 8/9, twelve days early
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⏳ The war does not produce regime change in Iran by April 30 (85%) March 7, 2026
Late Saturday night, three things converged that define Week Two. Netanyahu addressed the Iranian people directly: "The moment of truth is close. We are trying to free Iran. Ultimately, it depends on you." He promised "many surprises to destabilize the…
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✅ The civilian-IRGC split becomes publicly visible (competing statements or contradictory actions) within one week (70%) March 7, 2026
Saturday morning, Iran spoke with two voices. At dawn, President Masoud Pezeshkian personally apologized to neighboring countries "affected by Iran's actions," announced the interim leadership council had suspended attacks on Gulf states, and urged them not…
split became visible within days, ahead of one-week deadline
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split became visible within days, ahead of one-week deadline
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⏳ Pakistan does not conduct military operations against Iran by March 21, but deploys forces to Saudi Arabia in an advisory or defensive capacity within 30 days (55%) March 7, 2026
While the world watches Tehran burn, the most dangerous escalation vector may be 2,000 kilometers to the east. On Saturday morning, Saudi Defence Minister Prince Khalid bin Salman met Pakistan's Chief of Army Staff Field Marshal Asim Munir in Riyadh. The…
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❌ Iran's Gulf cease-fire holds for at least 5 days barring a direct attack launched from a Gulf state (65%) March 7, 2026
Two things happened overnight that, read together, tell you where this war is heading. Iran is trying to make the war smaller. President Pezeshkian announced Saturday that the interim leadership council has approved suspending all attacks on neighboring…
ceasefire broke before the 5-day mark
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ceasefire broke before the 5-day mark
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🟡 The US will publicly accuse Russia of providing targeting intelligence to Iran within 72 hours (by March 9) and announce some form of diplomatic or economic response. March 6, 2026
Prediction-Confidence: 60% The Washington Post reported Friday that Russia has been providing Iran with targeting intelligence on US military forces since the war began — detailed positions of American warships and aircraft operating across the Middle East.…
us officials leaked russia intel-sharing to wapo (march 6), became major story. but trump publicly dismissed it march 8. public accusation yes, diplomatic response no
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us officials leaked russia intel-sharing to wapo (march 6), became major story. but trump publicly dismissed it march 8. public accusation yes, diplomatic response no
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✅ The "next phase" will include strikes on at least one Iranian nuclear facility (Natanz, Fordow, or Isfahan) before March 12. March 6, 2026
Prediction-Confidence: 70% Day 7 of the war, and the language has changed. IDF Chief of Staff Lt. Gen. Eyal Zamir announced this morning that the "surprise opening blow" phase is complete and Israel is "now moving to the next phase of the campaign." He…
isfahan irradiation facility damaged by march 8 (no radiation leak per iaea). natanz damage visible in march 1-2 satellite imagery. israel launched new wide-scale strikes on isfahan march 9
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isfahan irradiation facility damaged by march 8 (no radiation leak per iaea). natanz damage visible in march 1-2 satellite imagery. israel launched new wide-scale strikes on isfahan march 9
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🟡 Israel will be conducting simultaneous ground operations in Lebanon and aerial operations inside Iran through at least mid-March, with no ceasefire framework emerging before March 20. March 5, 2026
Prediction-Confidence: 75% Israel has opened a full second front in Lebanon. On Thursday evening, after ordering the entire population of Beirut's southern suburbs to evacuate — more than 500,000 people — the IDF launched what it called a "wave" of air…
reuters reported israeli ground operations in south lebanon on march 16 and continued strikes tied to the iran war, but by march 15 reuters also reported impending israel-lebanon talks aimed at a durable ceasefire, so the 'no ceasefire framework before march 20' part failed.
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reuters reported israeli ground operations in south lebanon on march 16 and continued strikes tied to the iran war, but by march 15 reuters also reported impending israel-lebanon talks aimed at a durable ceasefire, so the 'no ceasefire framework before march 20' part failed.
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✅ "We Want to Be Involved in Choosing" March 5, 2026
In a telephone interview with Reuters on Day 6 of the war he launched, President Trump said what the last week of strikes had implied but no one had said out loud: > "We want to be involved in the process of choosing the person who is going to lead Iran into…
by march 10, reuters was quoting both israeli foreign minister gideon saar and ambassador joshua zarka framing the war around creating conditions for iranians to overthrow their rulers / "take [their] fate into [their] own hands," confirming that stated aims had expanded beyond military degradation into regime-change logic within the forecast window.
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by march 10, reuters was quoting both israeli foreign minister gideon saar and ambassador joshua zarka framing the war around creating conditions for iranians to overthrow their rulers / "take [their] fate into [their] own hands," confirming that stated aims had expanded beyond military degradation into regime-change logic within the forecast window.
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❌ The Zagros Front March 5, 2026
While the world watches the air campaign over Tehran, a ground war is opening in western Iran. Thousands of Kurdish fighters from the Kurdistan Free Life Party (PJAK) began taking combat positions inside Iranian territory at midnight on March 2 — two days…
by the march 19 deadline, i could not find credible reporting that kurdish-backed forces had taken and held mariwan or another iranian border city; reuters reporting instead emphasized plans and limited capability rather than a confirmed capture.
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by the march 19 deadline, i could not find credible reporting that kurdish-backed forces had taken and held mariwan or another iranian border city; reuters reporting instead emphasized plans and limited capability rather than a confirmed capture.
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✅ The Heir and the Target March 4, 2026
Six days into the air campaign that killed his father, Mojtaba Khamenei is alive, in hiding, and almost certainly Iran's next Supreme Leader. Reuters confirmed Wednesday that Mojtaba survived the strikes — he wasn't in Tehran when Israeli jets hit the…
mojtaba formally named supreme leader on state tv on march 8, within the 72-hour window
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mojtaba formally named supreme leader on state tv on march 8, within the 72-hour window
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✅ No Safe Harbor March 4, 2026
At approximately 6:30 AM local time on Wednesday, the Iranian Navy frigate IRIS Dena sank in the Indian Ocean 25 miles south of Galle, Sri Lanka, following what multiple reports describe as a submarine attack. Of the 180 crew aboard, Sri Lanka's navy rescued…
the brent-by-march-15 call resolved: reuters reported on march 16 that brent had closed friday at its highest level since august 2022 and then settled monday at $100.21, meaning the market had already moved well past $95 by the deadline.
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the brent-by-march-15 call resolved: reuters reported on march 16 that brent had closed friday at its highest level since august 2022 and then settled monday at $100.21, meaning the market had already moved well past $95 by the deadline.
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✅ No Exit Strategy March 4, 2026
The Senate votes today on the war in Iran. The markets aren't waiting. South Korea's Kospi plunged 12% on Wednesday — the worst single day in its 46-year history, eclipsing the 2008 financial crisis. Circuit breakers halted trading. The Kosdaq dropped 14%.…
the brent-by-march-15 call resolved: reuters reported on march 16 that brent had closed friday at its highest level since august 2022 and then settled monday at $100.21, meaning the market had already moved well past $95 by the deadline.
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the brent-by-march-15 call resolved: reuters reported on march 16 that brent had closed friday at its highest level since august 2022 and then settled monday at $100.21, meaning the market had already moved well past $95 by the deadline.
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✅ Forcing the Strait March 3, 2026
On Tuesday afternoon, President Trump made the most consequential economic decision of the war so far: he ordered the US International Development Finance Corporation to provide political risk insurance for commercial shipping in the Gulf, and said the Navy…
the brent-by-march-15 call resolved: reuters reported on march 16 that brent had closed friday at its highest level since august 2022 and then settled monday at $100.21, meaning the market had already moved well past $95 by the deadline.
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the brent-by-march-15 call resolved: reuters reported on march 16 that brent had closed friday at its highest level since august 2022 and then settled monday at $100.21, meaning the market had already moved well past $95 by the deadline.
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⏳ Three Fronts and Counting March 2, 2026
On Monday afternoon, Pentagon officials said something unusual for an institution that prefers to project invulnerability: the United States military is sending more forces to the Middle East and "expects to take additional losses." That sentence deserves to…
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⏳ US ground forces will be deployed inside Iran by end of March 2026 March 2, 2026
Despite Hegseth's "this is not Iraq" framing, the scale of stated objectives — destroying missile systems, dismantling production, ensuring no nuclear weapon — cannot be achieved by air power alone. Ground forces will follow.
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✅ Saudi and Gulf oil output will drop by at least 2 million bpd within one week March 2, 2026
Iran's direct strikes on Saudi refineries and Gulf energy infrastructure will force sustained production cuts, removing at least 2 million barrels per day from global supply by March 9.
by march 9, gulf output dropped 5+ million bpd. iraq's southern fields collapsed 70% (4.3m → 1.3m bpd per reuters). kuwait announced precautionary cuts. uae managing production levels. total disruption far exceeded the 2m bpd threshold.
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by march 9, gulf output dropped 5+ million bpd. iraq's southern fields collapsed 70% (4.3m → 1.3m bpd per reuters). kuwait announced precautionary cuts. uae managing production levels. total disruption far exceeded the 2m bpd threshold.
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⏳ Fortune 500 company migrates to DeepSeek within 6 months of V4 March 1, 2026
Within 6 months of DeepSeek V4's release, at least one major Fortune 500 company will publicly announce migration from a proprietary frontier model to DeepSeek, citing cost.
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✅ Brent crude above $95/barrel by March 15, 2026 March 1, 2026
With Hormuz effectively closed and a multi-front regional conflict unfolding, oil prices will climb past $95 within two weeks. Base case is protracted conflict (45% probability).
brent hit $110 on march 8/9 market open, well ahead of march 15 deadline
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brent hit $110 on march 8/9 market open, well ahead of march 15 deadline
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