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Will Puma Shen win the next Taipei Mayor election?
15%
Agent
19%
Market Price
-3.3%
Edge
61%
Confidence
64,656
Volume
1.4c
Spread
282
Days to resolution
30
Markets in event
final rationale
Mean of 5 draws (0.15, 0.16, 0.16, 0.15, 0.15). (0) Not resolved: the election is Nov 28, 2026 and the CEC source read failed; Shen would need to outpoll incumbent Chiang Wan-an on election day. (a) ~68 days to the vote, with the market open until June 2027. (b) Status quo strongly favors NO: every scientific/large poll from Dec 2025 through the Sept 14-20 Yahoo poll shows Chiang ahead by 28-42 points (TVBS 58-30 in May; Yahoo 57.4-25.3 in Sept), Templeman rates the race 'Likely KMT', the DPP has won Taipei only once (1994) and is 0-for-7 against KMT since, and the TPP is not fielding a spoiler. (c) NO scenario: Chiang's incumbency and Taipei's pan-blue lean hold, the September 'ocean current' buzz fades as Yahoo's data suggests, and Chiang wins by double digits. (d) YES scenario: DPP internal polls (reportedly <10-point gap, per Taipei Times Sept 14) are closer to reality than public online polls, Chiang's accumulating controversies (construction safety, school lunches, son's exchange program) plus the historical 5-10 point DPP polling underperformance produce a Han Kuo-yu-2018-style late crossover. The Polymarket anchor is 18.7% (Chiang market 82%, consistent), having risen sharply on the momentum narrative; I shade slightly below the market because the only hard September data point (Yahoo, non-random but 42k respondents) shows no tightening and the reference class is brutal for DPP challengers in Taipei, while keeping meaningful mass on YES given unverified internal polls and the 2018 Kaohsiung precedent.
price vs. prediction
market price
agent forecast at t+0
27 follow-ups
1. Planner Fable 5.1 · picks the research tools
Tools chosen:
polymarket_direct
resolution_source
polymarket_related
kalshi_related
wikipedia
article_search
Planner reasoning
Polymarket-sourced election question, so polymarket_direct is the mandatory anchor and resolution_source on the CEC database is required. Cross-venue signals via kalshi_related/polymarket_related (other Taipei candidates like Chiang Wan-an, Puma Shen vs field) and wikipedia for the reference class (2026 Taipei election, Puma Shen, Chiang Wan-an incumbency). One targeted article_search for the latest named polls (TVBS/My-Formosa) on Shen vs Chiang, which general loops might not pull precisely.
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 Puma Shen win the next Taipei Mayor election?** - Current price (probability): 18.70% - 7-day price change: +8.45% - 30-day price change: +11.25% - Total volume: $64,656 (USD notional) - Price range: 0.65% - 18.70% - Data points: 39 days
- resolution_source (failed): https://db.cec.gov.tw/: ConnectError: [SSL: CERTIFICATE_VERIFY_FAILED] certificate verify failed: Missing Subject Key Identifier (_ssl.c:1081)
- polymarket_related: Polymarket search over 3 keyword(s), kept 15 matches. keyword 'Taipei Mayor': 5 markets | keyword 'Chiang Wan-an': 5 markets | keyword 'Taiwan local elections': 5 markets
- kalshi_related: 2 related markets / summaries. keyword 'Taipei mayor': ok | keyword 'Taiwan election': ok
- wikipedia: Fetched 4 Wikipedia entries (2 missing pages).
- article_search: Fetched 14 unique articles across 2 queries (lookback=45d). 'Taipei mayor poll Chiang Wan-an Puma Shen TVBS My-Formosa support percentage': 10 articles | '沈伯洋 蔣萬安 台北市長 民調': 10 articles
Research loops, bottom lines
- current state: As of Sept 21, 2026, incumbent Chiang Wan-an (KMT) remains the clear favorite in essentially all scientific and prediction-market measures (Chiang leads by roughly 28-32 points in TVBS and Yahoo polls, with Kalshi/Polymarket pricing him at 81–90%+), even as Shen Bo-yang (Puma Shen) has generated notable momentum and media buzz in September that produced some more favorable internal DPP and simulation-based numbers; the race is not close by traditional polling standards, though volatility in mark
- base rate: The relevant reference class — DPP challengers against sitting KMT Taipei mayors — has essentially a 0-for-7 track record since 1994, and expert forecasters (Templeman) and prediction markets (Kalshi ~81%, Polymarket >90% for Chiang) currently converge on incumbent Chiang as strong favorite, though at least one alternative simulation and a brief media-driven momentum spike for Shen show the race is not viewed as fully settled by all observers.
- yes case: The strongest YES path for Puma Shen rests on a genuine, DPP-documented late-campaign momentum surge ("ocean current") narrowing the internal-poll gap to under 10 points amid Chiang's mounting scandals (rats, construction safety, school-lunch and son's-scholarship controversies), combined with the well-documented historical pattern that DPP candidates in Taipei/Taiwan often outperform scientific polling by 5-10 points due to house effects — a combination that, if it continues through November 28
- no case: Every credible poll from December 2025 through September 2026 — including the very latest large-sample survey — shows Chiang Wan-an with a double-digit-to-30+ point lead over Puma Shen, Taipei has elected a DPP mayor only once in its history, the TPP's decision not to run a spoiler removes Shen's best historical path to a plurality win, and prediction markets have already repriced sharply toward Chiang (roughly 80-90%+) after the newest poll — all pointing strongly toward a NO resolution (Chiang
tools
| tool | status | time | items | summary |
|---|---|---|---|---|
| polymarket_direct | OK | 0.3s | 1 | ## This Market's Polymarket Data **Will Puma Shen win the next Taipei Mayor election?** - Current price (probability): 18.70% - 7-day price change: +8.45% - 30-day price change: +11.25% - Total volume: $64,656 (USD notional) - Price range: 0.65% - 18.70% - Data points: 39 days |
| resolution_source | FAILED | 1.0s | 1 | https://db.cec.gov.tw/: ConnectError: [SSL: CERTIFICATE_VERIFY_FAILED] certificate verify failed: Missing Subject Key Identifier (_ssl.c:1081) |
| polymarket_related | OK | 1.2s | 15 | Polymarket search over 3 keyword(s), kept 15 matches. keyword 'Taipei Mayor': 5 markets | keyword 'Chiang Wan-an': 5 markets | keyword 'Taiwan local elections': 5 markets |
| kalshi_related | OK | 3.6s | 2 | 2 related markets / summaries. keyword 'Taipei mayor': ok | keyword 'Taiwan election': ok |
| wikipedia | OK | 1.0s | 4 | Fetched 4 Wikipedia entries (2 missing pages). |
| article_search | OK | 1.0s | 14 | Fetched 14 unique articles across 2 queries (lookback=45d). 'Taipei mayor poll Chiang Wan-an Puma Shen TVBS My-Formosa support percentage': 10 articles | '沈伯洋 蔣萬安 台北市長 民調': 10 articles |
research loops
·
4/4 ok ·
14 searches ·
8 page reads
| dimension | status | time | searches | page reads | report |
|---|---|---|---|---|---|
| current state | OK | 36s | 4 | 2 | 5174 chars |
| base rate | OK | 33s | 2 | 2 | 5630 chars |
| yes case | OK | 50s | 4 | 2 | 7614 chars |
| no case | OK | 41s | 4 | 2 | 6953 chars |
report: current state
- [2026-05-13] The DPP formally nominated Legislator Puma Shen (沈伯洋) as its Taipei mayoral candidate, with President and DPP Chairman Lai Ching-te endorsing him at the nomination event;
Shen's nomination was confirmed at a meeting of the DPP Central Executive Committee, setting him against incumbent Mayor Chiang Wan-an (KMT) in the Nov. 28 Taipei mayoral election.
(https://focustaiwan.tw/politics/202605130025)
- [2026-09-04]
Candidate registration for this year's local elections closed on Sept. 4, with the election less than 80 days away
; six candidates registered for Taipei mayor, but coverage treats it as a two-way Chiang-Shen race. (https://www.taipeitimes.com/News/editorials/archives/2026/09/14/2003864210, https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/)
- [2026-05-27] TVBS poll showed Chiang leading Shen 58% to 30% among likely voters, a 28-point gap. (https://cc.tvbs.com.tw/portal/file/poll_center/2026/20260527/87ed4a7009e43fa1cea459b7f1785f83.pdf)
- [2026-09-14] A Taipei Times editorial described Shen's momentum as "gaining size," noting his
"rapidly growing popularity has become the focus of political talk shows," with supporters using the slogan "ocean current" (洋流) to describe the attention Shen has attracted
, and that
several commentators saw a critical turning point, indicating Shen has become a genuine "challenger" posing a real threat to Chiang
. (https://www.taipeitimes.com/News/editorials/archives/2026/09/14/2003864210)
- [2026-09-20] A large but non-random Yahoo News Taiwan online poll (Sept. 14–20, ~42,700 respondents) found
Chiang favored by 57.4% versus Shen at 25.3%
, a roughly 32-point margin for Chiang. (https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/)
- [2026-09-20] Following that poll, Kalshi's Taipei mayor market repriced sharply:
contracts for Shen to win saw their implied probability plummet a staggering 63 percentage points, dropping to 23%, while Chiang's contract also fell 15 points to 81%
. Polymarket has separately shown Chiang trading even higher, above 90% recently. (https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/)
- [2026-09-09] By contrast, an AI-driven opinion simulation by TPOC (台灣議題研究中心) projected a much tighter race, with
Chiang at 33.9% support to Shen's 30.1%
(as referenced in market analysis). (https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/)
- [2026-09-20] A small, non-scientific street poll in Taipei's Zhongshan District (50 respondents) showed Chiang leading Shen 43 votes to 31. (https://www.chinatimes.com/realtimenews/20260920002826-260407)
- [2026-09-01 to 09-05] A separate online poll by Apple Daily Taiwan (NextApple), conducted Sept 1–5 with ~19,000 self-selected voters nationwide, showed Shen far ahead of Chiang (78.3%–82.4% vs ~16-20%), but this reflects a self-selecting, DPP-leaning online sample rather than a scientific survey. (https://udn.com/news/story/124652/9734263, https://www.chinatimes.com/realtimenews/20260904004255-260407)
- [2026-09-21] A leaked internal DPP ("green camp") poll reportedly showed Shen's favorability turning positive (1.3%) versus Chiang's negative (-39.7%), and Shen "overtaking" Chiang in buzz/momentum this week; Chiang responded only that he "respects each camp's campaign strategy" and highlighted his infrastructure record. (https://udn.com/news/story/124652/9768184)
- [2026-08-08] Independent analysis (Taipei Times "Donovan's Deep Dives") noted that
despite Shen doing well at keeping himself in the spotlight, polling still strongly favors incumbent KMT Mayor Chiang Wan-an
, and Chiang was even emerging as a potential 2028 KMT presidential contender. (https://www.taipeitimes.com/News/feat/archives/2026/08/08/2003862131)
- [2026-06-07] South China Morning Post characterized Shen's bid as a "long-shot," noting
Chiang leading across almost every demographic group, including voters aged 20 to 29, where he enjoyed 60% support compared with Shen's 37%
. (https://www.scmp.com/news/china/politics/article/3356205/rookie-taiwan-lawmaker-blacklisted-beijing-makes-long-shot-bid-become-taipei-mayor)
BOTTOM LINE: As of Sept 21, 2026, incumbent Chiang Wan-an (KMT) remains the clear favorite in essentially all scientific and prediction-market measures (Chiang leads by roughly 28-32 points in TVBS and Yahoo polls, with Kalshi/Polymarket pricing him at 81–90%+), even as Shen Bo-yang (Puma Shen) has generated notable momentum and media buzz in September that produced some more favorable internal DPP and simulation-based numbers; the race is not close by traditional polling standards, though volatility in market odds and Shen's rising favorability suggest genuine tightening bears watching before the Nov. 28 vote.
NOT FOUND: No official CEC (Central Election Commission) results or vote tallies exist yet (election is Nov. 28, 2026); no scientific head-to-head poll more recent than the Sept. 14–20 Yahoo online poll and TVBS's late-May/early-September polls was found; exact figures/methodology of the "leaked" internal DPP poll (Sept. 21) could not be independently verified beyond the UDN report.
report: base rate
- [2026-08-28] Political scientist Kharis Templeman rated the Taipei mayoral race "Likely KMT" in his pre-election survey of all 22 Taiwanese local executive races, one of only six races he rated "Safe/Likely KMT" or better for the incumbent party. https://www.kharistempleman.com/blog/taiwan-2026-local-elections-preview-5-wrap-up
- [historical base rate]
The DPP has only won the Taipei mayoral race once, when Chen Shui-bian (陳水扁) was elected in 1994.
Since then, DPP candidates have lost every Taipei mayoral contest (1998, 2002, 2006, 2010, 2014, 2018, 2022), making Taipei one of the hardest cities for a DPP challenger to flip against an incumbent. https://www.taipeitimes.com/News/taiwan/archives/2026/05/13/2003857275
- [2026-05-12/13]
Shen, a 43-year-old freshman lawmaker known for raising awareness about the threat Taiwan faces from China, is to face an uphill battle against Chiang, a popular mayor in a city where the KMT has strong support.
Analysts also noted
he is also unlikely to benefit from a three-way race splitting the vote, as happened in 2018 and 2022, since the Taiwan People's Party (TPP) has pledged not to run candidates against KMT incumbents.
https://www.taipeitimes.com/News/taiwan/archives/2026/05/12/2003857204
- [2026-08-28] Templeman's outside-view analysis of Taiwan's electoral history notes:
Incumbency helps a lot at the local level, and the KMT won several of these races in 2022 because they had popular mayors running for re-election. Incumbents tend not to be challenged for the nomination by co-partisans and usually go into the general election with the full backing of the party... Most local executives are pretty popular, as well. It's just really hard in Taiwan to defeat an incumbent mayor absent a national partisan wave (which, to be fair, occurred both in 2014 and in 2018).
Taipei's Chiang Wan-an is an incumbent, which historically confers a strong structural advantage.
- [2026-08-28] Despite favorable national conditions overall for the DPP this cycle, Templeman still classified Taipei as "Likely KMT" rather than a toss-up, indicating experts see the incumbency/city partisan-lean effect outweighing national tailwinds in this specific race. https://www.kharistempleman.com/blog/taiwan-2026-local-elections-preview-5-wrap-up
- [2026-09-14] A Taipei Times editorial reported a temporary momentum swing for Shen, noting
Democratic Progressive Party (DPP) Legislator and Taipei mayoral candidate Puma Shen's (沈伯洋) rapidly growing popularity has become the focus of political talk shows and online discussions over the past week, heating up the mayoral election race in Taipei.
https://www.taipeitimes.com/News/editorials/archives/2026/09/14/2003864210
- [2026-09-20] That momentum narrative was sharply countered days later:
The final results, which surveyed approximately 42,700 users, showed the Kuomintang (KMT) incumbent Chiang favored by 57.4% of respondents, compared to just 25.3% for the Democratic Progressive Party's (DPP) Shen.
https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/
- [2026-09-21] Prediction-market tracker Octagon reports:
Contracts for challenger Puma Shen to win saw their implied probability plummet a staggering 63 percentage points. The market move coincided directly with the closing of a week-long Yahoo News Taiwan poll
, leaving Chiang at roughly 81% implied probability on Kalshi and Shen near 23%, while noting Polymarket has separately shown Chiang trading above 90%.
- [2026-09-09] A different, AI-simulated public-opinion tracker (TPOC) found a much closer race, putting Chiang at 33.9% support versus Shen's 30.1%, illustrating substantial disagreement among available "polls"/estimates about how close the race actually is (as cited via Octagon's synthesis, original source https://www.mnews.tw/story/20260909nm010).
- [2026-08-28] Structural/environment context: Templeman notes national conditions are unusually neutral-to-favorable for the DPP this cycle —
Right now President Lai's approval rating is about even -- the MyFormosa poll trend above shows him almost dead even as of May, 46-45%. It's notable that he's polling much better than last summer when the KMT won every single recall election.
This is a more favorable national backdrop for DPP challengers than in 2018 or 2022, though it has not been enough to shift Taipei specifically out of the "Likely KMT" category.
- [2026-09-04] Candidate registration for the six-person Taipei mayoral field closed, with only Chiang and Shen drawing meaningful attention/volume in betting markets, confirming a two-candidate dynamic for outside-view purposes. https://www.taipeitimes.com/News/editorials/archives/2026/09/14/2003864210
BOTTOM LINE: The relevant reference class — DPP challengers against sitting KMT Taipei mayors — has essentially a 0-for-7 track record since 1994, and expert forecasters (Templeman) and prediction markets (Kalshi ~81%, Polymarket >90% for Chiang) currently converge on incumbent Chiang as strong favorite, though at least one alternative simulation and a brief media-driven momentum spike for Shen show the race is not viewed as fully settled by all observers.
NOT FOUND: No scientific, random-sample public poll (as opposed to online/unscientific Yahoo poll or AI-simulated poll) with a clear methodology was found giving numeric topline support for Shen vs. Chiang; could not locate a comprehensive historical base rate of DPP challenger win rates against incumbents specifically (vs. open-seat races) across all Taiwanese municipalities for a broader reference class beyond Taipei itself.
report: yes case
- [2026-05-13] The DPP formally nominated Legislator Puma Shen (沈伯洋) as its Taipei mayoral candidate, with President and DPP Chairman William Lai personally endorsing him and calling him "Taipei's mayor unlikely alternative" pick to challenge incumbent KMT Mayor Chiang Wan-an.
The Democratic Progressive Party (DPP) today formally announced Legislator Puma Shen (沈伯洋) as its nominee for Taipei mayor. President William Lai (賴清德), chairman of the ruling DPP, endorsed the nomination.
Source: https://www.taipeitimes.com/News/taiwan/archives/2026/05/13/2003857275
- [2026-08-08] Despite trailing badly, Shen "has done well at keeping himself in the spotlight" throughout the summer campaign, per Taipei Times analysis, even as Chiang was gaining national attention as a possible 2028 KMT presidential contender — a distraction that could reduce Chiang's Taipei focus. Source: https://www.taipeitimes.com/News/feat/archives/2026/08/08/2003862131
- [2026-09-04] Candidate registration for the November 28 election closed, cementing Shen as the DPP's standard-bearer against Chiang in a confirmed two-person-dominant race (six total registered candidates).
Candidate registration for this year's local elections closed on Sept. 4 and the elections less than 80 days away, Democratic Progressive Party (DPP) Legislator and Taipei mayoral candidate Puma Shen's (沈伯洋) rapidly growing popularity has become the focus of political talk shows and online discussions.
Source: https://www.taipeitimes.com/News/editorials/archives/2026/09/14/2003864210
- [2026-09-14] A Taipei Times editorial reported that "local media reported that the DPP's internal polls have shown Shen's approval rating is catching up with Chiang's, with a gap of less than 10 percentage points left," and that Chiang "might be feeling the pressure" by appearing at a TPP councilor's event to court TPP voters.
Local media reported that the DPP's internal polls have shown Shen's approval rating is catching up with Chiang's, with a gap of less than 10 percentage points left. Chiang might be feeling the pressure, as he appeared on stage at TPP
Taipei City Councilor's event, hinting he needs TPP votes. Source: https://www.pressreader.com/taiwan/taipei-times/20260914/281758456181894
- [2026-09-14] The same editorial documents a genuine momentum narrative ("ocean current," 洋流): Shen's Line citizen-feedback platform drew over 30,000 messages in two days, his Beitou canvassing event drew crowds described as "sensation," and his radio interview with pan-blue-leaning host Wang Wei-chung drew 1.3 million views — far outpacing Chiang's comparable 2022 interview. Chiang meanwhile faces multiple controversies (construction safety, rats, child-abuse cases, school-lunch complaints, and allegations his son received preferential treatment for a US exchange program), which the editorial says are creating "an opportunity for change." Source: https://www.taipeitimes.com/News/editorials/archives/2026/09/14/2003864210
- [2026-09-09] An AI-driven opinion simulation by TPOC (Taiwan Public Opinion Center) projected a much closer race than mainstream scientific polls, showing Chiang at only 33.9% support versus Shen's 30.1% — within single digits, unlike traditional telephone polls showing 20-30+ point gaps. Source: https://www.mnews.tw/story/20260909nm010 (via https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/)
- [2026-08-20] Grassroots supporters and some commentators have drawn parallels to the 2018 Kaohsiung race won by underdog Han Kuo-yu, who trailed by up to 30 points in July-August before closing the gap to single digits by October and winning by ~9 points in November — a template "ocean current" (洋流) proponents argue Shen could replicate, and note "洋流可能比韓流還早一個月成形" (the "ocean current" trend may be forming even earlier than the "Han wave" did). Source: https://www.threads.com/@dreamnotdream/post/DcRC6jgGnbH
- [2026-09-01/09-05] Multiple self-selected online polls (not scientifically representative) run by Apple Daily Taiwan (壹蘋新聞網) during early September showed Shen winning by huge margins (78–82% vs. Chiang's 16–20%), reflecting an enthusiastic, highly mobilized online base, even though these convenience-sample polls are not predictive of the general electorate. Source: https://udn.com/vote2026/story/124652/9734263
- [2026-05-30] Veteran commentator Huang Wei-han argued that historically DPP candidates underperform their polling due to "house effects" (institutional effects) and reluctant-responder bias among green-camp voters, suggesting actual DPP vote share typically runs 5-10 points higher than telephone polls suggest; he cited the 2014 New Taipei race where Yu Shyi-kun never polled above 30% all year yet ultimately won 48% of the vote. Source: https://tw.news.yahoo.com/%E5%AA%92%E9%AB%94%E4%BA%BA%E8%A6%8B-%E6%B2%88%E4%BC%AF%E6%B4%8B-%E8%94%A3%E8%90%AC%E5%AE%89%E6%9C%80%E6%96%B0%E6%B0%91%E8%AA%BF-%E7%99%BC%E8%81%B2%E4%BA%86-%E8%B2%BC12%E5%B9%B4%E5%89%8D%E7%B5%90%E6%9E%9C-230938364.html
- [2026-05-13] Shen carries a strong biographical/media profile: a criminology PhD (UC Irvine), founder of the "Kuma Academy" civil-defense group, and a national security/disinformation expert who has been personally sanctioned by Beijing — assets that could help him consolidate the "resolve on China" vote in a security-anxious electorate.
Shen has been labeled a "separatist" by Beijing, and he and his civil defense organization, the Kuma Academy, were sanctioned by China in 2024.
Source: https://www.taipeitimes.com/News/taiwan/archives/2026/05/13/2003857275
- [2026-09-21] Despite Chiang's dominant favorite status, prediction markets are volatile and reactive to individual polls: Kalshi's Shen contract spiked to an implied 86% at one point before crashing back to 23% within days after one large online poll — evidence the market itself has treated a Shen upset as a live, non-trivial possibility during the campaign, with some pricing sources reflecting far higher optimism for Shen than others.
Contracts for challenger Puma Shen to win saw their implied probability plummet a staggering 63 percentage points. The market move coincided directly with the closing of a week-long Yahoo News Taiwan poll that asked which candidate was more likely to win the November 28 election. The final results...showed the Kuomintang (KMT) incumbent Chiang favored by 57.4% of respondents, compared to just 25.3% for the Democratic Progressive Party's (DPP) Shen.
Source: https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/
BOTTOM LINE: The strongest YES path for Puma Shen rests on a genuine, DPP-documented late-campaign momentum surge ("ocean current") narrowing the internal-poll gap to under 10 points amid Chiang's mounting scandals (rats, construction safety, school-lunch and son's-scholarship controversies), combined with the well-documented historical pattern that DPP candidates in Taipei/Taiwan often outperform scientific polling by 5-10 points due to house effects — a combination that, if it continues through November 28, could theoretically produce a late "golden cross" similar to Han Kuo-yu's 2018 Kaohsiung comeback.
NOT FOUND: No scientific (random-sample, telephone/live-caller) poll from within the last two weeks showing a single-digit race was located; the closest scientific-adjacent data point (the AI-simulated TPOC poll, Sept 9) is not a traditional poll and its methodology is unclear. No evidence was found of any scandal severe enough to have already caused Chiang's numbers to collapse in mainstream scientific polling.
report: no case
- [2026-05-13] DPP formally nominated Legislator Puma Shen (沈伯洋) as its Taipei mayoral candidate, setting up a race against incumbent Mayor Chiang Wan-an (KMT); observers noted the DPP has only won the Taipei mayoralty once (1994).
The Democratic Progressive Party (DPP) today formally announced Legislator Puma Shen (沈伯洋) as its nominee for Taipei mayor. Shen is to run against Taipei mayor Chiang Wan-an (蔣萬安) of the Chinese Nationalist Party (KMT) in November's local elections. The DPP has only won the Taipei mayoral race once, when Chen Shui-bian (陳水扁) was elected in 1994.
- [2026-05-13/2026-05-14] KMT lawmaker Hsu Chiao-hsin reacted to Shen's nomination by joking it would "save the KMT," reflecting a widely held view among analysts that Shen was a weak nominee.
The KMT is happy the DPP chose Shen. KMT lawmaker Hsu Chiao-hsin (徐巧芯) expressed her delight by laughingly commenting that this choice would "save the KMT."
- [2026-05-12] Because the TPP is not fielding a spoiler candidate against KMT incumbents, Shen cannot count on the vote-splitting dynamic that helped previous DPP hopes in 2018 and 2022.
He is also unlikely to benefit from a three-way race splitting the vote, as happened in 2018 and 2022, since the Taiwan People's Party (TPP) has pledged not to run candidates against KMT incumbents.
- [2025-12-08] Even before Shen's nomination, TVBS polling showed Chiang crushing every potential DPP contender, with Shen trailing 64%-22%, a 42-point gap.
Legislator Puma Shen (沈伯洋) trails significantly with 22% support compared to Chiang's 64%, creating a substantial 42-point gap.
- [2026-05-13] A Taiwan Brain Trust poll at the moment of Shen's launch put Chiang at 52.9% to Shen's 29.7%, with Chiang's favorability (57.5%) far outpacing Shen's (36.2%).
A survey by the Taiwan Brain Trust (TBT, 新台灣國策智庫), a local think tank, found Chiang leading with 52.9% support compared to Shen's 29.7%... The poll also showed Chiang with a favorability rating of 57.5%, compared to Shen's 36.2%.
- [2026-06-06] A late-May TVBS poll (albeit one flagged by analyst Kharis Templeman for recent volatility) showed Chiang leading 58% to 30%, and among 20-29 year-olds — supposedly Shen's base — Chiang still led 60% to 37%.
Overall in that poll, Chinese Nationalist Party (KMT) candidate Chiang Wan-an (蔣萬安) led with 58 percent support, compared to 30 percent for Shen. Worse for the DPP — which likely picked Shen to appeal to younger voters — support for Shen in the 20-29 demographic was 37 percent compared to 60 percent for Chiang.
- [2026-06-07] SCMP characterized Shen's campaign as a "long-shot bid," noting Taipei's traditional KMT lean and Chiang's status as a rising national KMT star.
Taipei traditionally leans towards the main opposition party Kuomintang, and the current mayor, Wayne Chiang Wan-an, is seen as one of the party's rising stars and a future contender for the island's leadership. Recent polls suggest Shen faces a formidable challenge.
- [2026-09-20/21] Despite media narratives of Shen's momentum ("ocean current" wave), a large-sample Yahoo News Taiwan poll (Sept 14–20, ~42,700 respondents) found Chiang favored 57.4% to Shen's 25.3%, a 32-point margin, directly undercutting the surge narrative.
A Yahoo News Taiwan poll, conducted from September 14 to September 20 and surveying 42,700 users, served as the primary catalyst, indicating Chiang favored by 57.4% versus Shen at 25.3%... The final results, which surveyed approximately 42,700 users, showed the Kuomintang (KMT) incumbent Chiang favored by 57.4% of respondents, compared to just 25.3% for the Democratic Progressive Party's (DPP) Shen.
- [2026-09-21] Following that poll, Kalshi's Taipei mayor market repriced sharply: Shen's implied win probability plunged from 86% to 23% (a 63-point drop), while Chiang settled at 81%, with the report noting Polymarket has shown Chiang trading even higher, above 90%.
The probability of Shen Bo-yang winning the mayoral race plunged from an implied 86% to 23%, representing a 63 pp decline following the market adjustment. This significant repricing occurred concurrently with the release of a high-participation Yahoo News Taiwan poll showing a commanding lead for Chiang.
Prediction markets on other platforms, such as Polymarket, have shown Chiang with an even higher probability, recently trading above 90%.
(Note: this citation index refers to the Octagon article's own text describing Polymarket pricing.)
- [2026-08-14] Structural KMT strength in Taipei is compounded by Taiwan's local-election dynamics functioning as a national midterm referendum on the Lai administration; a poor DPP showing nationally could even trigger internal DPP leadership turmoil, signaling limited party resources/momentum directed at flipping the capital.
Lai could have to deal with a similar threat if the DPP struggles again in the local races.
- [2026-08-14] Taiwan's mandated 10-day pre-election polling blackout (from roughly November 18) means the final, most decision-relevant polling data will not be publicly available before the November 28 vote, reducing the chance of any late verified "surge" signal for Shen being confirmed before Election Day.
No one can publish or share polls from 10 days before the election through Election Day. Taiwan is a poll-crazy place, and this restriction is intended to prevent last-minute polls from affecting voting behavior.
- [2026-09-14] Even the most Shen-favorable coverage frames his rise as merely making him "a real threat," not a frontrunner, and explicitly ties his continued growth to unresolved uncertainties (reaching independent/pan-blue voters).
Several political commentators said they saw a critical turning point in the Taipei mayoral election through Shen's performance last week, indicating that he has genuinely become a "challenger" that poses a real threat to incumbent Chiang. With about two months until election day, whether Shen's approval rate can continue to grow depends on whether he can continue to find ways to make his ideas reach independent voters and even pan-blue voters...
BOTTOM LINE: Every credible poll from December 2025 through September 2026 — including the very latest large-sample survey — shows Chiang Wan-an with a double-digit-to-30+ point lead over Puma Shen, Taipei has elected a DPP mayor only once in its history, the TPP's decision not to run a spoiler removes Shen's best historical path to a plurality win, and prediction markets have already repriced sharply toward Chiang (roughly 80-90%+) after the newest poll — all pointing strongly toward a NO resolution (Chiang re-elected, Shen loses).
NOT FOUND: No scientific (non-online-panel) poll from September 2026 confirming or contradicting the Yahoo News online poll's 32-point gap; no official CEC-certified data (election hasn't occurred); no detailed district-level or ground-game data suggesting Shen has closed the gap since June.
3. Forecasters 5 draws · Fable 5.1 + GPT-5.6 Sol · plain mean
claude-fable-5-1
55% conf
| Yes | 15% |
| No | 85% |
(0) Not resolved: the election is Nov 28, 2026 and the CEC source read failed; Shen would need to outpoll incumbent Chiang Wan-an on election day. (a) ~68 days to the vote, with the market open until June 2027. (b) Status quo strongly favors NO: every scientific/large poll from Dec 2025 through the Sept 14-20 Yahoo poll shows Chiang ahead by 28-42 points (TVBS 58-30 in May; Yahoo 57.4-25.3 in Sept), Templeman rates the race 'Likely KMT', the DPP has won Taipei only once (1994) and is 0-for-7 against KMT since, and the TPP is not fielding a spoiler. (c) NO scenario: Chiang's incumbency and Taipei's pan-blue lean hold, the September 'ocean current' buzz fades as Yahoo's data suggests, and Chiang wins by double digits. (d) YES scenario: DPP internal polls (reportedly <10-point gap, per Taipei Times Sept 14) are closer to reality than public online polls, Chiang's accumulating controversies (construction safety, school lunches, son's exchange program) plus the historical 5-10 point DPP polling underperformance produce a Han Kuo-yu-2018-style late crossover. The Polymarket anchor is 18.7% (Chiang market 82%, consistent), having risen sharply on the momentum narrative; I shade slightly below the market because the only hard September data point (Yahoo, non-random but 42k respondents) shows no tightening and the reference class is brutal for DPP challengers in Taipei, while keeping meaningful mass on YES given unverified internal polls and the 2018 Kaohsiung precedent.
claude-fable-5-1
52% conf
| Yes | 16% |
| No | 84% |
(0) The election is Nov 28, 2026 and has not occurred; the CEC resolution source could not be read, but no source shows any result, so nothing is resolved. Shen would need to defeat incumbent KMT Mayor Chiang Wan-an on Nov 28, with results certified well before the June 30, 2027 deadline. (a) ~68 days to the vote, ~9 months to market deadline. (b) Status quo: every scientific poll from Dec 2025 (TVBS 64-22) through May 2026 (TVBS 58-30, Taiwan Brain Trust 53-30) shows Chiang up 23-42 points, the Sept 14-20 Yahoo online poll shows 57-25, Templeman rates the seat 'Likely KMT', the TPP is not running a spoiler, and the DPP is 0-for-7 in Taipei since 1994 — so the status quo is a Chiang win and NO. (c) NO scenario: Chiang's incumbency and Taipei's pan-blue lean hold; Shen's 'ocean current' buzz translates into a respectable 40-45% loss, similar to Chen Shih-chung in 2022. (d) YES scenario: the leaked DPP internal polls (gap <10 points, Shen favorability turning positive) are accurate, Chiang's accumulating controversies (construction safety, rats, son's exchange-program allegations) erode independents, and the documented pattern of DPP candidates outperforming telephone polls by 5-10 points produces a late Han Kuo-yu-2018-style crossover during the 10-day polling blackout. The Polymarket anchor is 18.7% (up sharply from <1% a month ago), consistent with Chiang at 82% on the sister market and Kalshi ~77-81%; I shade slightly below the anchor because the only evidence of a tight race is unverified internal/AI-simulated polling while all independent measures still show a 25-30+ point deficit, but I keep meaningful weight on YES given the market's demonstrated volatility and the historical DPP poll-underperformance argument.
claude-fable-5-1
55% conf
| Yes | 16% |
| No | 84% |
(0) Nothing is resolved: the election is Nov 28, 2026, and the CEC source read failed; Shen would need to actually win the vote and be confirmed by credible reporting/CEC. (a) ~68 days to election day, with resolution deadline June 30, 2027. (b) Status quo: incumbent KMT Mayor Chiang Wan-an leads every scientific poll on record by 23-42 points (TVBS 58-30 in May, Taiwan Brain Trust 52.9-29.7, TVBS 64-22 in Dec 2025), Templeman rates the race 'Likely KMT', the DPP is 0-for-7 in Taipei since 1994, and the TPP is not fielding a spoiler — so if nothing changes Chiang wins and this resolves No. (c) NO scenario: Shen's September 'ocean current' buzz plateaus, the Sept 14-20 Yahoo online poll (57.4-25.3, non-scientific but large) reflects the real electorate, and Chiang wins comfortably. (d) YES scenario: DPP internal polls claiming a sub-10-point gap are accurate, Chiang's accumulating controversies (construction safety, rats, son's exchange-program allegations) erode him further, DPP voters outperform telephone polls by the historical 5-10 points, and a Han Kuo-yu-2018-style late surge produces an upset. The Polymarket anchor is 18.7% (Chiang 82%), Kalshi sits at ~23% after a volatile crash from 86%; I shade slightly below the anchor because the only verified scientific polling shows a lopsided race and the momentum evidence is largely partisan internal polls, self-selected online polls, and an AI simulation, while keeping meaningful weight on the genuine, media-documented tightening narrative.
gpt-5.6-sol
72% conf
| Yes | 15% |
| No | 85% |
(0) The condition has not been met: the election is still pending, the official CEC site could not be accessed by the tool, and the research found no official results; Shen must win the November 28, 2026 election, with the result known by June 30, 2027. (a) There are 68 days until Election Day and roughly nine months until the resolution deadline. (b) If the race remains as it is today, incumbent KMT mayor Chiang Wan-an wins and this resolves No: TVBS had him ahead 58%-30%, the recent large but self-selected Yahoo poll showed 57.4%-25.3%, and Taipei has elected a DPP mayor only once. (c) The straightforward No scenario is that Chiang's incumbency, Taipei's KMT lean, and the absence of a TPP spoiler preserve even a fraction of his reported double-digit lead through Election Day. (d) A Yes scenario requires Shen's recent media momentum, improved internal polling, Chiang-related controversies, and possible DPP polling undermeasurement to produce a rapid late swing similar to past Taiwanese election upsets. I anchor on Polymarket's 18.7% Yes price but move modestly lower to 15% because the strongest pro-Shen evidence is internal, simulated, or self-selected, while the polling history and structural indicators consistently favor Chiang.
gpt-5.6-sol
72% conf
| Yes | 15% |
| No | 85% |
(0) The resolving condition has not been met: the November 28, 2026 election has not occurred, no official CEC tally exists, and the direct CEC read failed because of an SSL error. (a) There are 68 days until Election Day and more than seven months until the June 30, 2027 resolution deadline, leaving time for campaigning but little risk that a normal result will remain unknown. (b) If the current state persists, incumbent KMT mayor Chiang Wan-an wins, as the available polls show him ahead by roughly 23-32 points and Taipei has elected a DPP mayor only once. (c) NO results if Chiang retains his large polling advantage, consolidates KMT and TPP-aligned voters in the effectively two-way race, and is reelected. (d) YES requires Shen's reported momentum, improving favorability, and Chiang-related controversies to produce a major late swing comparable to a rare comeback, with favorable internal polling proving more accurate than the traditional and online polls. I anchor on Polymarket's 18.7% YES price but reduce it to 15% because incumbency, Taipei's strong KMT history, the lack of a TPP spoiler, and every conventional numerical poll favor Chiang, while retaining a meaningful upset chance because recent scientific polling is sparse and Shen's momentum reports are not wholly dismissible.
4. Final plain mean of 5 draws
15%
(61% confidence)
Yes: 15%
No: 85%
Mean of 5 draws (0.15, 0.16, 0.16, 0.15, 0.15). (0) Not resolved: the election is Nov 28, 2026 and the CEC source read failed; Shen would need to outpoll incumbent Chiang Wan-an on election day. (a) ~68 days to the vote, with the market open until June 2027. (b) Status quo strongly favors NO: every scientific/large poll from Dec 2025 through the Sept 14-20 Yahoo poll shows Chiang ahead by 28-42 points (TVBS 58-30 in May; Yahoo 57.4-25.3 in Sept), Templeman rates the race 'Likely KMT', the DPP has won Taipei only once (1994) and is 0-for-7 against KMT since, and the TPP is not fielding a spoiler. (c) NO scenario: Chiang's incumbency and Taipei's pan-blue lean hold, the September 'ocean current' buzz fades as Yahoo's data suggests, and Chiang wins by double digits. (d) YES scenario: DPP internal polls (reportedly <10-point gap, per Taipei Times Sept 14) are closer to reality than public online polls, Chiang's accumulating controversies (construction safety, school lunches, son's exchange program) plus the historical 5-10 point DPP polling underperformance produce a Han Kuo-yu-2018-style late crossover. The Polymarket anchor is 18.7% (Chiang market 82%, consistent), having risen sharply on the momentum narrative; I shade slightly below the market because the only hard September data point (Yahoo, non-random but 42k respondents) shows no tightening and the reference class is brutal for DPP challengers in Taipei, while keeping meaningful mass on YES given unverified internal polls and the 2018 Kaohsiung precedent.
Pipeline Timing
Total pipeline time: 94.0s
Per-tool research timings shown in the Research section above.