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Will there be 0 hurricanes during the Atlantic Hurricane Season in 2026?

polymarketClimate and Weather·2026-09-21·view on polymarket ↗
36%
Agent
36%
Market Price
+0.2%
Edge
57%
Confidence
18,865
Volume
2.0c
Spread
101
Days to resolution
4
Markets in event
final rationale
Mean of 5 draws (0.37, 0.37, 0.35, 0.36, 0.36). (0) Not resolved either way: the NHC resolution source (Sep 21, Advisory #8) shows TS Fay at 65 mph, below the 74 mph threshold, weakening under strong shear and forecast post-tropical by midweek; Wikipedia's tracker shows 6 storms, 0 hurricanes, ACE 5.1, and the season already broke the satellite-era record for latest first hurricane. For YES, no storm may reach 74 mph in any initial NHC advisory before Nov 30 (~10 weeks left); one advisory at hurricane strength locks in NO irreversibly. (a) ~70 days remain, covering the full October secondary peak and November. (b) Status quo is zero hurricanes, but status quo here is passive — it only holds if nothing forms, and the 7-day outlook shows no development expected. (c) NO scenario: Fay squeezes out a brief 75 mph advisory (low, ~5%), or more likely a Caribbean/western Atlantic system in October (Ben Noll flagged more conducive conditions) or a November subtropical-origin system reaches Cat 1, as happened in El Niño years like 2015 (Joaquin, Kate), 2009 (Ida), 1994 (Florence, Gordon). (d) YES scenario: the strong El Niño shear/dry-air regime that held through the entire climatological peak persists, as in 1997, 1982, 1986, and 2013 when no hurricanes formed after September, and the season joins 1907/1914. Climatologically ~60-70% of seasons produce a hurricane forming after late September, but the extreme suppression this year argues for lowering that toward ~60%, which lands close to the Polymarket price of 36% for zero; I see no unpriced information to move far from it and set 37% YES. The 1-3 bucket at 61% and near-zero on 4+ is consistent with this view.
price vs. prediction
market price agent forecast at t+0
27 follow-ups
re-scan context
This market has been scanned before. Previous predictions:
datepredictedmarket priceconfidence
2026-09-14 22% 25% 57%
1. Planner Fable 5.1 · picks the research tools
Tools chosen: polymarket_direct resolution_source wikipedia polymarket_related kalshi_related
Planner reasoning
Today is Sept 21, 2026, well into the Atlantic season; the question is whether zero hurricanes have formed or will form since market creation (late July). The key facts are the current NHC season record (has any hurricane already occurred?) and the market price anchor. Wikipedia's season page gives the running storm list; polymarket_direct anchors the price; kalshi_related cross-checks.
2. Research parallel tool calls + 4 web research loops (Sonnet 5) · read raw by the forecasters
at a glance
RESEARCH DIGEST (built in code: tool summaries and each report's bottom line; the forecasters read the full tool outputs and reports) Tools - polymarket_direct: ## This Market's Polymarket Data **Will there be 0 hurricanes during the Atlantic Hurricane Season in 2026?** - Current price (probability): 36.00% - 7-day price change: +0.50% - 30-day price change: +23.00% - Total volume: $18,865 (USD notional) - Price range: 5.50% - 55.00% - Data points: 55 days - resolution_source: already_resolved=unclear; matches_criteria=True; last_updated=Mon, 21 Sep 2026 10:10:05 UTC (page); TWOAT issued 200 AM EDT Mon Sep 21 2026. As of Sep 21 2026, NHC is issuing advisories on Tropical Storm Fay with max sustained winds of 65 mph (Advisory #8), which is below the 74 mph hurricane threshold, so no hurricane is currently active in the Atlantic. The Atlantic Tropical Weather Outlook also - wikipedia: Fetched 1 Wikipedia entries (0 missing pages). - polymarket_related: Polymarket search over 2 keyword(s), kept 16 matches. keyword 'hurricane 2026': 8 markets | keyword 'Atlantic hurricane season': 8 markets - kalshi_related: 1 related markets / summaries. keyword 'hurricane': no matches | keyword 'named storms': ok Research loops, bottom lines - current state: As of the morning of September 21, 2026, no Atlantic storm has yet reached hurricane strength (74+ mph); Tropical Storm Fay peaked near 70 mph and is forecast by NHC to weaken rather than intensify further, meaning the season has already broken the satellite-era record for latest first hurricane with about 10 weeks still remaining until the November 30 resolution deadline. - base rate: The reference class base rate for a full Atlantic season producing literally zero hurricanes is extraordinarily low — only 2 such seasons in 175+ years of record-keeping (1907, 1914), both in the pre-satellite era with possible undercount bias — and even this historically quiet, El Niño-suppressed 2026 season has already seen a storm (Fay) approach hurricane intensity, with all major outlooks (NOAA, CSU, TSR) still projecting multiple hurricanes to occur before November 30, making a "Yes" (0 hur - yes case: The single most likely path to YES is Tropical Storm Fay (or a similarly near-threshold system later in the season) briefly reaching 74+ mph winds in even one NHC advisory; as of the most recent advisory (3:00 AM GMT Sept 21) Fay was at 70 mph and NHC itself labeled it "nearly a hurricane," so the season's first hurricane could be declared within hours to days, and even if Fay fails, over two months of season remain during which historical analogues (e.g., 2015) show El Niño-suppressed seasons s - no case: The "0 hurricanes" outcome would be historically unprecedented in the satellite era and matched only twice (1907, 1914) in 175 years of record-keeping; NOAA's own current seasonal outlook still forecasts 2-6 hurricanes for 2026, and Tropical Storm Fay came close to hurricane strength on Sept 20-21, with over two months (including the often-active October) remaining before the Nov 30 deadline — all of which argue against a final "0" resolution.
tools
toolstatustimeitemssummary
polymarket_direct OK 0.4s 1 ## This Market's Polymarket Data **Will there be 0 hurricanes during the Atlantic Hurricane Season in 2026?** - Current price (probability): 36.00% - 7-day price change: +0.50% - 30-day price change: +23.00% - Total volume: $18,865 (USD notional) - Price range: 5.50% - 55.00% - Data points: 55 days
resolution_source OK 7.9s 1 already_resolved=unclear; matches_criteria=True; last_updated=Mon, 21 Sep 2026 10:10:05 UTC (page); TWOAT issued 200 AM EDT Mon Sep 21 2026. As of Sep 21 2026, NHC is issuing advisories on Tropical Storm Fay with max sustained winds of 65 mph (Advisory #8), which is below the 74 mph hurricane thresh
wikipedia OK 0.4s 1 Fetched 1 Wikipedia entries (0 missing pages).
polymarket_related OK 0.5s 16 Polymarket search over 2 keyword(s), kept 16 matches. keyword 'hurricane 2026': 8 markets | keyword 'Atlantic hurricane season': 8 markets
kalshi_related OK 0.7s 1 1 related markets / summaries. keyword 'hurricane': no matches | keyword 'named storms': ok
research loops · 4/4 ok · 16 searches · 7 page reads
dimensionstatustimesearchespage readsreport
current state OK 32s 3 2 5049 chars
base rate OK 37s 4 2 4979 chars
yes case OK 36s 4 2 3917 chars
no case OK 43s 5 1 5502 chars
report: current state
- [2026-09-21] NHC's latest advisory (Advisory #7, 3:00 AM GMT) shows Tropical Storm Fay with max sustained winds of 70 mph, headlined "FAY NEARLY A HURRICANE BUT FORECAST TO WEAKEN ON MONDAY" , meaning it has not yet reached hurricane strength (74 mph). https://www.nhc.noaa.gov/text/refresh/MIATCPAT1+shtml/210237.shtml - [2026-09-21] NHC forecast discussion states maximum sustained winds increased to near 70 mph, with little change in strength forecast overnight but Fay expected to begin weakening on Monday , and the cyclone is forecast to become a post-tropical cyclone by midweek — implying Fay is unlikely to become the season's first hurricane. https://www.clickorlando.com/weather/hurricane/2026/09/19/new-tropical-depression-forms-southwest-of-the-azores/ - [2026-09-21] NHC's homepage (last updated 06:43 UTC) confirms only one active Atlantic system, "NHC issuing advisories for the Atlantic on TS Fay," with no other disturbances flagged in the 7-day Atlantic outlook. https://www.nhc.noaa.gov/ - [2026-09-20] AccuWeather reports Fay was named at 5 a.m. EDT Sunday with maximum sustained winds of 45 mph and not expected to have any direct impacts to land , before later strengthening toward 70 mph. https://www.accuweather.com/en/hurricane/tropical-storm-fay-becomes-sixth-named-storm-of-atlantic-hurricane-season/1935940 - [2026-09-17] AccuWeather (updated) noted the Atlantic remains well behind historical pace, with five storms formed versus an average of nine by mid-September, and none of those reaching hurricane strength versus an average of four hurricanes by mid-September . https://www.accuweather.com/en/hurricane/2026-atlantic-hurricane-season-2-areas-could-boost-tropical-activity/1933868 - [2026-09-17] The same AccuWeather report warned if no Atlantic hurricane forms through Sept. 21, the 2026 season will set a record for the latest arrival of the season's first hurricane , and flagged that a hurricane-free full season would be unprecedented in the satellite era (only 1907 and 1914 are officially hurricane-free years, pre-satellite). - [2026-09-11] Wikipedia's season tracker states on September 11 the 2026 season surpassed the latest date for the first Atlantic hurricane of a season in the satellite era, and as of September 2026 the season has been extremely inactive . https://en.wikipedia.org/wiki/2026_Atlantic_hurricane_season - [2026-09-10] Weather.com reported that during the second week of September (climatological peak), there were no active tropical storms or hurricanes anywhere in the Atlantic Basin, and NHC had not even circled any areas that could develop in the next seven days , and by ACE index this was the slowest start to an Atlantic season since at least 1966, typical of early-to-mid July rather than mid-September . https://weather.com/2026/09/10/storms/hurricane/atlantic-hurricane-season-quiet-during-peak-september - [2026-08-06] NOAA's updated seasonal outlook confirmed two named tropical storms (Arthur and Bertha) and no hurricanes to date, with forecasters lowering expected named storms to 7-13, of which 2-6 could become hurricanes including 0-2 major hurricanes , and cited a 75% chance of below-normal activity . https://www.noaa.gov/news-release/noaa-maintains-prediction-for-below-normal-atlantic-hurricane-season - [2026-09-current] Per Wikipedia's live season infobox, cumulative 2026 season stats show 6 total storms and 0 hurricanes so far, with the strongest storm (Fay) peaking at 65 mph 1-minute sustained winds (note: this figure may lag the most recent 70 mph advisory). https://en.wikipedia.org/wiki/2026_Atlantic_hurricane_season - [2026-09-19] Fox Weather reported Tropical Depression Six became Tropical Storm Fay, describing the season as "off to its quietest start on record, dating back to the beginning of the satellite era (1960)" . https://www.foxweather.com/weather-news/tropical-depression-six-forms-atlantic-el-nino-september-2026 - [2026-09-21] A second area (Gulf of Mexico) and general El Niño-driven wind shear/dry air continue to be cited by AccuWeather as suppressing further development, though a Gulf "homegrown" system was being watched for late-September formation, separate from Fay. https://www.accuweather.com/en/hurricane/2026-atlantic-hurricane-season-2-areas-could-boost-tropical-activity/1933868 BOTTOM LINE: As of the morning of September 21, 2026, no Atlantic storm has yet reached hurricane strength (74+ mph); Tropical Storm Fay peaked near 70 mph and is forecast by NHC to weaken rather than intensify further, meaning the season has already broken the satellite-era record for latest first hurricane with about 10 weeks still remaining until the November 30 resolution deadline. NOT FOUND: No official NHC statement declaring the season "hurricane-free" is possible this early; no post-Fay advisory beyond #7 (300 AM GMT Sept 21) confirming Fay's final peak intensity or dissipation; no confirmation on the status/formation of the "second area" (Gulf Coast system) referenced by AccuWeather as of Sept 21.
report: base rate
- [2026-09-21] As of the NHC's 3:00 AM GMT advisory, Tropical Storm Fay is described as "nearly a hurricane but forecast to weaken on Monday," with the cyclone forecast to become a post-tropical cyclone by the middle of this week — meaning the Atlantic remains at zero hurricanes through market's most recent data point. Source: nhc.noaa.gov. - [2026-09-21] Six named storms (Arthur, Bertha, Cristobal, Dolly, Edouard, Fay) have formed in the 2026 Atlantic season and none has reached hurricane strength; seasonal statistics show total storms: 6, Hurricanes: 0, Major hurricanes: 0, ACE: 5.1 . Source: en.wikipedia.org/wiki/2026_Atlantic_hurricane_season. - [2026-09-11] The 2026 season broke the satellite-era (since 1966) record for latest first hurricane, surpassing the prior record of September 11 held jointly by Hurricane Gustav (2002) and Hurricane Humberto (2013); September 12 became the furthest into the year gone without a hurricane in the Atlantic basin since 1966, by a day, with the previous September 11 record set by Gustav (2002) and Humberto (2013) . Source: sciencealert.com. - [2026-09-16] Historically, zero-hurricane full seasons are extremely rare: "In the last 175 years of record-keeping, there have only been two years that featured zero hurricanes in the Atlantic Ocean: 1907 and 1914." Source: washingtonpost.com. - [Undated, Wikipedia data] Confirming those two outlier years, 1907 had 5 tropical storms, 0 hurricanes, one of two seasons with no recorded hurricanes, the other being 1914 , and 1914 had just 1 tropical storm, 0 hurricanes, the least active season on record and one of two seasons with no recorded hurricanes along with 1907 . Both predate reliable satellite/aircraft reconnaissance, so undercount bias is possible. Source: en.wikipedia.org/wiki/List_of_Atlantic_hurricane_seasons. - [2026-09-20] Even meteorologists tracking the record-quiet season expect the drought to end at some point: "before we start planning the 2026 hurricane-season victory parade, remember: there is still plenty of time left... September and October can still produce some nasty storms," and "Don't be surprised to see a hurricane or two from late September onward," said Jeff Masters . Source: bostonglobe.com. - [2026-08-19] A statistical base-rate note from hurricane scientist Michael Lowry: "By August 19th, most Atlantic hurricane seasons have notched their first hurricane. In fact, in about 7 in 10 seasons, we've seen the first hurricane formation by today's date." The 2026 season is a clear statistical outlier relative to this base rate. Source: michaelrlowry.substack.com. - [2026-09-20] Reporting on Fay's formation frames the rarity of a hurricane-free September: "the Atlantic basin could finish September without a hurricane forming... a small group of years in which the Atlantic did not produce a single hurricane during the month of September... only documented around a handful of times, including in 1994, 1914, 1907 and 1905." Source: wuft.org. - [2026-08-06] NOAA's official seasonal outlook, reflecting expert forecasting track record, still expects hurricanes to occur: "To date, the 2026 season has produced two named tropical storms, Arthur and Bertha, and no hurricanes" (as of early August), but NOAA's updated outlook cited elsewhere calls for between seven and 13 named storms, including two to six hurricanes and zero to two major hurricanes for the full season — i.e., even the below-normal official forecast anticipates several hurricanes eventually forming. Source: noaa.gov; cbsnews.com. - [2026-09-15] The average climatological season profile underscores how anomalous 2026 is: "Typically by the season's peak, 8 named storms have formed, 3 of those being hurricanes, 1 a major hurricane." 2026 had matched storm count but zero hurricanes at that point. Source: wtsp.com. - [2026-09-17] Overall average-season reference point: "An average Atlantic hurricane season produces 14 named storms, seven hurricanes and three major hurricanes." Source: foxweather.com. NOT FOUND: No explicit Polymarket-style odds or betting market track record (other than the market itself) were found; no formal probability forecast from NOAA/CSU specifically for "zero hurricanes this season" was located—expert outlooks address expected hurricane *counts*, not a discrete zero-hurricane probability. BOTTOM LINE: The reference class base rate for a full Atlantic season producing literally zero hurricanes is extraordinarily low — only 2 such seasons in 175+ years of record-keeping (1907, 1914), both in the pre-satellite era with possible undercount bias — and even this historically quiet, El Niño-suppressed 2026 season has already seen a storm (Fay) approach hurricane intensity, with all major outlooks (NOAA, CSU, TSR) still projecting multiple hurricanes to occur before November 30, making a "Yes" (0 hurricanes) resolution a strong historical outlier despite the record-setting slow start.
report: yes case
- [2026-09-21 03:00 UTC] NHC's Advisory #7 explicitly states Fay is "NEARLY A HURRICANE BUT FORECAST TO WEAKEN ON MONDAY," with maximum sustained winds increased to near 70 mph (110 km/h) , just 4 mph below the 74 mph hurricane threshold. (nhc.noaa.gov / indexjournal.com relay of NHC bulletin) - [2026-09-20 21:25] Local meteorologists report Fay has a brief opportunity to become the first hurricane of the 2026 season, forecast to briefly reach hurricane strength , per NHC's Sunday 5pm advisory showing 65 mph winds. (clickorlando.com) - [2026-09-20 18:15 UTC] NHC's own live update headline reads "...TROPICAL STORM FAY STRENGTHENS AS IT MOVES TOWARDS THE NORTHEAST..." with max sustained winds of 60 mph at that time, confirming an active strengthening trend just hours before the 70 mph reading. (nhc.noaa.gov) - [2026-09-17] Even before Fay, forecasters flagged an earlier disturbance near Bermuda, with AccuWeather's lead hurricane forecaster stating “This could be the system that finally produces the first hurricane of the Atlantic season” , showing multiple recent systems have approached hurricane intensity. (newsweek.com) - [2026-09-19] The precursor system, Tropical Depression Six, was forecast by NHC to intensify quickly; NHC forecast further strengthening to 75 km/h (45 mph) by 00:00 UTC on September 21, with that intensity maintained through 12:00 UTC the same day , illustrating the system has been on an upward intensity trajectory consistent with reaching hurricane strength. (watchers.news) - [2026-09-21] Wikipedia's continuously updated season tracker still lists Total storms: 6, Hurricanes: 0, Major hurricanes: 0, ACE: 5.1 , confirming that as of the time of research no hurricane has yet been officially declared — but this could change within hours given Fay's near-threshold winds. (en.wikipedia.org) - [2026-09-21] Under the market's own resolution rules, the question could resolve YES on "the initial NHC advisory reporting a qualifying hurricane regardless of any later advisory, retraction, best-track revision, or reanalysis," meaning even a brief, later-downgraded upgrade of Fay (or any future September/October/November storm) to Category 1 strength in a single advisory would be sufficient and irreversible for resolution purposes (per the question's resolution criteria, not a news source). - [2026-09-21] Beyond Fay, the season still has over two months remaining before the November 30 cutoff, and historically even strongly El Niño-suppressed seasons (e.g., 2015) still produced multiple hurricanes; the last time NOAA forecasted a below-average season was in 2015, which also had an El Niño, and twelve named storms roamed the basin that year — that season did produce hurricanes despite the suppression, showing El Niño alone does not guarantee zero hurricanes. - [2026-09-06] Reporting on the record-long hurricane-free stretch notes that history shows late-starting seasons can still produce intense activity in a compressed window , leaving open the possibility of hurricane formation later in September, October, or November even if Fay fails to reach hurricane strength. BOTTOM LINE: The single most likely path to YES is Tropical Storm Fay (or a similarly near-threshold system later in the season) briefly reaching 74+ mph winds in even one NHC advisory; as of the most recent advisory (3:00 AM GMT Sept 21) Fay was at 70 mph and NHC itself labeled it "nearly a hurricane," so the season's first hurricane could be declared within hours to days, and even if Fay fails, over two months of season remain during which historical analogues (e.g., 2015) show El Niño-suppressed seasons still typically produce hurricanes. NOT FOUND: No advisory yet confirms Fay (or any 2026 Atlantic storm) has been officially upgraded to hurricane status; the outcome of Fay's peak intensity later on September 21 could not be confirmed at the time of this research.
report: no case
- [2026-09-21] As of the most recent NHC Tropical Weather Outlook, Tropical Storm Fay was located several hundred miles southwest of the Azores with max sustained winds of 55 kt (63 mph) and gusts to 65 kt, still short of the 64-kt/74-mph hurricane threshold, and NHC forecast discussion noted Fay was "now feeling the effects of strong vertical wind shear," suggesting weakening rather than intensification. (https://www.indexjournal.com/news/hurricane/atlantic-tropical-weather-outlook/article_b613e819-e2db-560a-a633-b1b85d4535a5.html, https://capeweather.com/tropical-storm-fay-forecast-discussion-number-8/) - [2026-09-20] Meteorologist reporting noted Tropical Depression Six was upgraded to Tropical Storm Fay early Sunday, with top sustained winds increased to 60 mph, and "with the help of favorable upper-level conditions over the next day or so, Fay could briefly attain hurricane strength late Sunday or Monday, which would make it the first Atlantic hurricane of the 2026 season." This shows an active, near-term pathway to a qualifying hurricane even before the Nov 30 deadline. - [2026-08-06] NOAA's mid-season outlook, issued well after the unusually quiet start, still explicitly forecasts hurricanes for the remainder of the season: "the number of expected named storms to 7-13 (with winds of 39 mph or greater), of which 2-6 could become hurricanes (winds of 74 mph or greater), including 0-2 major hurricanes (winds of 111 mph or greater). These ranges cover the entire season from June 1 through November 30." The government's own probabilistic outlook does not assign meaningful weight to a zero-hurricane season. - [2026-09-17] Scientific American reported that even amid record inactivity, forecasters expected the pattern to break: "with no likely contenders set to turn into a hurricane for at least the next seven days, that record will extend... the 2026 season is easily set to have the latest-forming hurricane whenever one does spin up." The phrasing "whenever one does spin up" reflects an expectation among specialists that a hurricane will eventually form, not that none will. - [2026-09-17] Gizmodo noted a shift toward more favorable conditions later in the season: "Washington Post meteorologist Ben Noll reported today that October could bring more cyclone-conducive conditions." October and even November historically produce a substantial share of hurricanes, including major ones (e.g., Hurricane Melissa in 2025 reached Category 5 in late October). - [2026-09-17] The same report frames a zero-hurricane season as an extreme, low-probability tail outcome rather than the base case: "Still, it's possible that 2026 could be a year without an Atlantic hurricane. If that turns out to be the case, 2026 will join 1907 and 1914 as the only years in the 175-year record that featured zero hurricanes in the Atlantic." In 175 years of record-keeping, only two seasons have ever finished with zero hurricanes — a base rate of roughly 1%. - [2026-09-12] CNN's reporting on the record-setting inactivity nonetheless treated the delay as a "wait," not a permanent absence: "No hurricanes have formed in the Atlantic Ocean 103 days into the season, a new record-long wait... The first hurricane is now more than a month overdue, and there are no prospects for one in the foreseeable future" — but this framing was made before Fay's formation and near-hurricane intensity nine days later, showing conditions can and did shift quickly. - [2026-09-12] AccuWeather's own historical framing implicitly supports eventual hurricane formation: "Setting aside years with late first hurricanes, only two years on record before weather satellites had no hurricanes at all: 1907 and 1914." Every other season on record eventually produced at least one hurricane, regardless of how late the delay. - [2026-09-21] Wikipedia's live-updated season summary shows the season has produced six systems (five tropical storms plus Fay) and is still 2+ months from the November 30 close, with the season "officially began on June 1, 2026, and will end on November 30, 2026," dates which "historically describe the period in each year when most subtropical or tropical cyclogenesis occurs in the Atlantic Ocean (over 97%)" — meaning roughly a third of the climatological cyclogenesis window (including the historically productive October) remains open. - [2026-09-19] Even a system with weak prospects, Tropical Depression Six/Fay, was flagged by NHC as "somewhat more supportive of tropical cyclone development" upon forming, illustrating that the suppressive pattern (El Niño-driven shear) is not absolute and pulses of favorable conditions continue to occur periodically. (https://www.wuft.org/weather/2026-09-19/tropical-depression-six-develops-in-the-atlantic) BOTTOM LINE: The "0 hurricanes" outcome would be historically unprecedented in the satellite era and matched only twice (1907, 1914) in 175 years of record-keeping; NOAA's own current seasonal outlook still forecasts 2-6 hurricanes for 2026, and Tropical Storm Fay came close to hurricane strength on Sept 20-21, with over two months (including the often-active October) remaining before the Nov 30 deadline — all of which argue against a final "0" resolution. NOT FOUND: No official NHC statement or model consensus was found asserting zero hurricanes for the remainder of the season; no confirmation (or denial) that Fay or any subsequent system reached 74 mph after Sept 21 was available in results reviewed.
3. Forecasters 5 draws · Fable 5.1 + GPT-5.6 Sol · plain mean
claude-fable-5-1
46% conf
Yes 37%
No 63%
(0) Not resolved either way: the NHC resolution source (Sep 21, Advisory #8) shows TS Fay at 65 mph, below the 74 mph threshold, weakening under strong shear and forecast post-tropical by midweek; Wikipedia's tracker shows 6 storms, 0 hurricanes, ACE 5.1, and the season already broke the satellite-era record for latest first hurricane. For YES, no storm may reach 74 mph in any initial NHC advisory before Nov 30 (~10 weeks left); one advisory at hurricane strength locks in NO irreversibly. (a) ~70 days remain, covering the full October secondary peak and November. (b) Status quo is zero hurricanes, but status quo here is passive — it only holds if nothing forms, and the 7-day outlook shows no development expected. (c) NO scenario: Fay squeezes out a brief 75 mph advisory (low, ~5%), or more likely a Caribbean/western Atlantic system in October (Ben Noll flagged more conducive conditions) or a November subtropical-origin system reaches Cat 1, as happened in El Niño years like 2015 (Joaquin, Kate), 2009 (Ida), 1994 (Florence, Gordon). (d) YES scenario: the strong El Niño shear/dry-air regime that held through the entire climatological peak persists, as in 1997, 1982, 1986, and 2013 when no hurricanes formed after September, and the season joins 1907/1914. Climatologically ~60-70% of seasons produce a hurricane forming after late September, but the extreme suppression this year argues for lowering that toward ~60%, which lands close to the Polymarket price of 36% for zero; I see no unpriced information to move far from it and set 37% YES. The 1-3 bucket at 61% and near-zero on 4+ is consistent with this view.
claude-fable-5-1
52% conf
Yes 37%
No 63%
(0) Not resolved: the NHC resolution source as of Sep 21 shows TS Fay at 65 mph (Adv #8) after peaking at 70 mph, forecast to weaken under shear and become post-tropical midweek; season stats are 6 storms, 0 hurricanes, ACE 5.1, so the condition for YES (zero hurricanes) is on track but roughly 10 weeks of season remain. (a) Deadline is Nov 30, 2026 for the count; ~70 days remain, including October which climatologically produces a meaningful share of hurricanes (roughly a quarter to a third of annual hurricanes form after late September). (b) Status quo: no hurricane exists, no formation expected in the next 7 days per the TWO, and a very strong El Niño continues to suppress the basin — if the pattern holds, this resolves YES. (c) NO scenario: Fay briefly touches 75 mph in a single advisory (small chance, ~5%, since it is already weakening), or more likely a Caribbean/Gulf or subtropical system in October–November reaches Category 1 — Ben Noll and Jeff Masters both flag October as potentially more conducive, and analog El Niño seasons (2015 Joaquin/Kate, 2006 Isaac, 1994 Florence/Gordon, 2009 Ida) commonly produced late hurricanes; the 'initial advisory counts' rule also tilts toward NO. (d) YES scenario: the record-quiet regime (slowest ACE start since 1966, seasonal expected remaining hurricanes plausibly under 1) persists through Nov 30, producing only weak tropical storms or nothing, making 2026 the first hurricane-free season since 1914. Treating remaining hurricane formation as roughly Poisson with mean ~0.9–1.0 given the extreme suppression gives P(0) near 0.37–0.40, which lines up with the Polymarket anchor of 36% (up 23 points in 30 days as the drought extended); I see no unpriced information to move far from it, and the 1-3 bucket at 61% is consistent. The 175-year base rate of ~1% is not the right reference class given we are already at Sep 21 with zero hurricanes.
claude-fable-5-1
52% conf
Yes 35%
No 65%
(0) Not resolved: the NHC resolution source (advisories through #8, Sep 21) shows zero hurricanes in 2026 so far; TS Fay peaked ~70 mph, 4 mph short, and NHC forecasts weakening under strong shear and post-tropical transition by midweek, with no further formation expected in the next 7 days. (a) ~10 weeks remain until the Nov 30 cutoff (market closes Jan 1, 2027). (b) Status quo is YES (0 hurricanes), but status quo is weak because roughly a third of climatological hurricane formation (late Sep, October, early Nov) is still ahead. (c) NO scenario: Fay squeaks to 74 mph in one advisory (small chance, ~5%), or a late-September Gulf 'homegrown' system or an October Caribbean/subtropical system reaches Cat 1 — historically roughly half of strong-El Niño years (2015, 2006, 2009, 1991) still produced a post-Sep-21 hurricane, and NOAA's outlook still calls for 2-6. (d) YES scenario: the record-suppressed pattern (lowest ACE since 1966, very strong El Niño shear/dry air) persists as in 1997, 1982, 1972, when no hurricanes formed after Sep 21. Treating the remaining season as Poisson with ~0.8-1.2 expected hurricanes given the suppression gives P(0) ≈ 0.30-0.45; the unconditional 2-in-175 base rate is not the right reference class given how much of the season has already been hurricane-free. The Polymarket price of 36% (and the 1-3 bucket at 61%) sits right in this range, and the research surfaces nothing unpriced, so I stay essentially at the anchor, slightly shading for the Fay tail risk and the 'initial advisory counts' rule favoring NO.
gpt-5.6-sol
69% conf
Yes 36%
No 64%
(0) The condition is not already resolved: NHC currently lists Tropical Storm Fay below the 74 mph threshold, while the season tracker reports six named storms and zero hurricanes, but an archived-record gap prevents treating the live NHC page alone as conclusive. (a) About 70 days remain until the November 30, 2026 deadline, including the still-productive October portion of the season. (b) If nothing changes, Fay weakens as forecast and no later storm reaches hurricane strength, so the market resolves Yes. (c) The No scenario requires only one storm—including a brief upgrade of Fay or a later cyclone—to receive an initial NHC advisory at 74 mph or greater. (d) The Yes scenario is that Fay succumbs to strong wind shear, the empty seven-day outlook persists, and El Niño-related suppression prevents every subsequent system from reaching the threshold. I anchor on Polymarket's 36% Yes price: the record-late start and NHC's forecast that near-hurricane Fay will weaken support that unusually high conditional probability, while the historical rarity of a zero-hurricane season and NOAA's 2–6 hurricane outlook argue strongly against moving higher.
gpt-5.6-sol
68% conf
Yes 36%
No 64%
(0) The condition is not already resolved: NHC Advisory #8 lists Tropical Storm Fay at 65 mph, below the 74 mph threshold, while the season tracker reports zero hurricanes so far; a hurricane advisory before November 30 would still force No, while Yes cannot be secured until the window expires. (a) About 70 days remain until November 30 at 11:59 PM ET, including the climatologically meaningful remainder of September and October. (b) If nothing changes and no storm receives an initial NHC hurricane advisory, the status quo produces Yes. (c) No results if Fay unexpectedly re-intensifies across the threshold or, more plausibly, a later storm becomes a hurricane during the remaining season; NOAA's August outlook still projected 2–6 hurricanes, and only two recorded seasons have finished with zero. (d) Yes results if strong El Niño-related shear and dry air continue suppressing intensification, consistent with six storms but no hurricanes so far, Fay's forecast weakening, and no additional formation expected in the next seven days. I retain Polymarket's 36% Yes anchor because the record-late start and current NHC outlook materially elevate the zero-hurricane chance, but the long remaining window and extreme historical rarity prevent moving above the crowd price.
4. Final plain mean of 5 draws
36% (57% confidence)
Yes: 36% No: 64%
Mean of 5 draws (0.37, 0.37, 0.35, 0.36, 0.36). (0) Not resolved either way: the NHC resolution source (Sep 21, Advisory #8) shows TS Fay at 65 mph, below the 74 mph threshold, weakening under strong shear and forecast post-tropical by midweek; Wikipedia's tracker shows 6 storms, 0 hurricanes, ACE 5.1, and the season already broke the satellite-era record for latest first hurricane. For YES, no storm may reach 74 mph in any initial NHC advisory before Nov 30 (~10 weeks left); one advisory at hurricane strength locks in NO irreversibly. (a) ~70 days remain, covering the full October secondary peak and November. (b) Status quo is zero hurricanes, but status quo here is passive — it only holds if nothing forms, and the 7-day outlook shows no development expected. (c) NO scenario: Fay squeezes out a brief 75 mph advisory (low, ~5%), or more likely a Caribbean/western Atlantic system in October (Ben Noll flagged more conducive conditions) or a November subtropical-origin system reaches Cat 1, as happened in El Niño years like 2015 (Joaquin, Kate), 2009 (Ida), 1994 (Florence, Gordon). (d) YES scenario: the strong El Niño shear/dry-air regime that held through the entire climatological peak persists, as in 1997, 1982, 1986, and 2013 when no hurricanes formed after September, and the season joins 1907/1914. Climatologically ~60-70% of seasons produce a hurricane forming after late September, but the extreme suppression this year argues for lowering that toward ~60%, which lands close to the Polymarket price of 36% for zero; I see no unpriced information to move far from it and set 37% YES. The 1-3 bucket at 61% and near-zero on 4+ is consistent with this view.
Pipeline Timing
Total pipeline time: 110.6s
Per-tool research timings shown in the Research section above.