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Will Iran target an Arab country by October 31, 2026?

polymarketWorld·2026-09-22·view on polymarket ↗
37%
Agent
34%
Market Price
+3.5%
Edge
53%
Confidence
21,943
Volume
5.0c
Spread
38
Days to resolution
3
Markets in event
final rationale
Mean of 5 draws (0.36, 0.37, 0.39, 0.36, 0.37). (0) No source shows a qualifying Iranian strike on an Arab country since the market opened on Sept 9. The last confirmed launch was 20 missiles at Muwaffaq Salti, Jordan, on the night of Sept 8-9, which likely falls before market creation. The GlobalSecurity tracker reports a 10-day ballistic pause and a 14-day drone pause through Sept 19. (a) About 39 days remain until Oct 31. (b) If nothing changes, the pause continues and the market resolves No. The Polymarket price has fallen from 85% to 33.5% over the past week, reflecting that pause. The research cites a 73% figure, but it conflicts with the direct price feed and looks stale, so I anchor on 33.5%. (c) NO: Iran keeps pursuing the Oman/Hormuz reopening plan and the UNGA-week proposal to end hostilities. It stays absorbed by domestic Kurdish unrest and economic collapse, and avoids alienating the Gulf states that have restrained Washington. Houthi activity continues but does not count. (d) YES: the US resumes strikes, in line with Vance's 'different phase' remarks and Iran's Sept 20 claim that the US is preparing operations with regional support. Iran then retaliates on US bases in Jordan, Iraq, Kuwait or Bahrain, as it has done every 2-4 weeks since February. Alternatively, Iran carries out a 'preemptive' strike under its stated doctrine. Against that, the Israel-Iran ceasefire-through-Oct-31 market sits at 86.5%, and diplomacy is active. Given that the war is unresolved and strikes have recurred often, I sit slightly above the market at around 36%.
price vs. prediction
market price agent forecast at t+0
26 follow-ups
re-scan context
This market has been scanned before. Previous predictions:
datepredictedmarket priceconfidence
2026-09-13 76% 78% 64%
1. Planner Opus 5.5 · picks the research tools
Tools chosen: polymarket_direct resolution_source polymarket_related kalshi_related gdelt_news wikipedia
Planner reasoning
This is a geopolitical question, so the anchors are the Polymarket price (mandatory) and cross-venue markets on Iran strikes. GDELT headlines can catch any recent Iranian missile or drone strikes on Arab states such as Iraqi Kurdistan, which Iran periodically hits, and the Gulf states. Wikipedia on Iran's cross-border strikes gives a base rate.
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 Iran target an Arab country by October 31, 2026?** - Current price (probability): 33.50% - 7-day price change: -39.00% - 30-day price change: -51.50% - Total volume: $21,943 (USD notional) - Price range: 33.50% - 85.00% - Data points: 14 days - resolution_source (failed): https://en.wikipedia.org/wiki/United_Arab_Emirates_in_the_2026_Iran_war: HTTP 403; https://en.wikipedia.org/wiki/2026_Iranian_strikes_on_Arab_countrie - polymarket_related: Polymarket search over 3 keyword(s), kept 4 matches. keyword 'Iran strike': 0 markets | keyword 'Iran Israel': 4 markets | keyword 'Iran military action': 0 markets - kalshi_related: 1 related markets / summaries. keyword 'Iran strike': ok | keyword 'Iran attack': no matches - gdelt_news: GDELT: 30 articles across 3 queries (lookback=30d). 'Iran missile strike Iraq Kurdistan': 10 hits | 'IRGC drone strike Erbil': 10 hits | 'Iran attack Gulf state missile': 10 hits - wikipedia: Fetched 2 Wikipedia entries (1 missing pages). Research loops, bottom lines - current state: As of September 19-22, 2026, Iran has an extremely active, well-documented history of qualifying strikes on Arab countries throughout 2026 (most recently confirmed September 8-9), but has observed a 10-14 day pause in ballistic missile/drone attacks on any Arab host state, alongside conciliatory diplomatic signals; however, the underlying US-Iran war remains unresolved and Iran has repeatedly resumed "surprise" strikes on Arab-hosted bases after similar pauses, making renewed qualifying action b - base rate: Over 2025–2026, Iran has directly struck Arab-country territory (Iraq/Erbil in 2022 and 2024, Qatar in June 2025 and again in March 2026, and Jordan in September 2026) repeatedly whenever active hostilities with the US/Israel escalate, and the identical recurring Polymarket question resolved "Yes" in 3 of its last 4 short (2–4 week) periods this year even amid an ongoing ~10-day lull — implying a base rate that favors "Yes" over a ~6-week window during an unresolved, attrition-phase war, consist - yes case: The single most likely path to YES is a resumption of US strikes on Iran (which Tehran says it has already been warned is being prepared with regional-country support) triggering an immediate Iranian retaliatory missile/drone strike on a US-hosting Arab state such as Jordan, Iraq, Bahrain, Kuwait, or the UAE — a pattern that has repeated at least four times since February 2026 with gaps of only 2-4 weeks between incidents, well within the ~40 remaining days of the trading window. - no case: As of September 21, 2026, Iran has sustained its longest pause of the war (10+ days with zero ballistic/drone strikes on any Arab host state), is pursuing Hormuz de-escalation diplomacy with Oman, is absorbed by domestic Kurdish unrest and Basij mobilization, and faces severe economic incentives to avoid actions that could unite Gulf Arab states behind renewed U.S. operations — all of which argue for continued restraint through October 31, reinforced by the immediately prior instance of this sam
tools
toolstatustimeitemssummary
polymarket_direct OK 0.3s 1 ## This Market's Polymarket Data **Will Iran target an Arab country by October 31, 2026?** - Current price (probability): 33.50% - 7-day price change: -39.00% - 30-day price change: -51.50% - Total volume: $21,943 (USD notional) - Price range: 33.50% - 85.00% - Data points: 14 days
resolution_source FAILED 28.3s 1 https://en.wikipedia.org/wiki/United_Arab_Emirates_in_the_2026_Iran_war: HTTP 403; https://en.wikipedia.org/wiki/2026_Iranian_strikes_on_Arab_countries: HTTP 403; https://www.britannica.com/event/2026
polymarket_related OK 0.6s 4 Polymarket search over 3 keyword(s), kept 4 matches. keyword 'Iran strike': 0 markets | keyword 'Iran Israel': 4 markets | keyword 'Iran military action': 0 markets
kalshi_related OK 7.1s 1 1 related markets / summaries. keyword 'Iran strike': ok | keyword 'Iran attack': no matches
gdelt_news OK 114.4s 30 GDELT: 30 articles across 3 queries (lookback=30d). 'Iran missile strike Iraq Kurdistan': 10 hits | 'IRGC drone strike Erbil': 10 hits | 'Iran attack Gulf state missile': 10 hits
wikipedia OK 0.3s 2 Fetched 2 Wikipedia entries (1 missing pages).
research loops · 4/4 ok · 19 searches · 7 page reads
dimensionstatustimesearchespage readsreport
current state OK 38s 5 1 6235 chars
base rate OK 51s 4 2 6647 chars
yes case OK 38s 5 2 6158 chars
no case OK 38s 5 2 5661 chars
report: current state
- [2026-02-28] Iran launched large-scale retaliatory missile/drone attacks on multiple Arab countries (UAE, Saudi Arabia, Qatar, Jordan, Kuwait, Bahrain, Oman, Iraq) after US-Israeli strikes on Iran began the "2026 Iran war," establishing a long pattern of qualifying strikes since market-relevant conflict began: Iran carried out a series of missile strikes and drone attacks against several Arab countries in the Middle East during the 2026 Iran war. (https://en.wikipedia.org/wiki/2026_Iranian_strikes_on_Arab_countries) - [2026-09-01/03] Most recent confirmed Iranian strikes on Arab territory: Iran claimed missile/drone attacks on US bases in Bahrain, Jordan, Iraq, Kuwait and the UAE. On 02 September 2026, the IRGC announced that it had carried out missile and drone operations against American positions and bases in Jordan, Bahrain, and Iraq in response to the US attacks, one of the most extensive military responses by Tehran since the ceasefire began. On September 3, the Iranian Artesh conducted a missile and drone attack targeting US bases in Kuwait and the United Arab Emirates. (https://www.criticalthreats.org/analysis/iran-update-september-3-2026) - [2026-09-08/09] Last confirmed Iranian ballistic missile salvo before the current pause: 20 missiles fired at Muwaffaq Salti air base in Jordan overnight, per the GlobalSecurity.org daily tracker. The 20 missiles at Muwaffaq Salti on the night of 8-9 September remain the most recent confirmed launch event at a state. (https://www.globalsecurity.org/military/ops/iran-war-oprep.htm) - [2026-09-19] As of Day 204 of the tracked war, a "fire pause" has held for 10 consecutive days with zero Iranian ballistic missile or drone attacks on any Arab host state, and zero drone attacks for 14 consecutive days. no new Iranian attack on any host state reported through the 0500 ET cutoff was the standing summary for 19 September. (https://www.globalsecurity.org/military/ops/iran-war-oprep.htm — Day 204 update) - [2026-09-19] The same tracker states explicitly: Iran did not fire at a host state for a tenth consecutive day. No Iranian ballistic salvo at any of the six Arabian Peninsula Gulf states, Jordan or Israel was reported between the 18 and 19 September cutoffs. (https://www.globalsecurity.org/military/ops/iran-war-oprep.htm) - [2026-09-19] Iran's public posture has shifted toward diplomacy rather than kinetic retaliation: The Iranian response on the diplomatic channel ran toward dialogue and away from confrontation, with Foreign Minister Araghchi in Beijing reiterating that Iran has agreed a plan with Oman to reopen the Strait of Hormuz. (https://www.globalsecurity.org/military/ops/iran-war-oprep.htm) - [2026-09-01] Iran's president signaled willingness to return to a prior ceasefire: Iran's president said Tuesday that his country is ready to return to the ceasefire deal reached with the United States in June if Washington does the same, in conciliatory remarks following the first exchange of fire between the two countries in a month. (https://www.ctvnews.ca/world/mideast-conflict/article/irans-president-says-iran-would-return-to-ceasefire-agreement-if-us-does-and-other-mideast-news/) - [2026-09-04] Analysts noted Iran is deliberately constraining strikes on Gulf Arab states to avoid pushing them toward backing renewed large-scale US operations: Iran is constrained by its relationships with the Gulf states because it seeks to increase political and economic costs on the United States while avoiding actions that could push the Gulf states to support a resumption of large-scale US operations; Gulf states such as Saudi Arabia, Qatar, and the UAE persuaded the United States in early August not to resume the war with Iran, and Iran currently appears reluctant to drive these states to change their opposition to large-scale fighting. (https://www.criticalthreats.org/analysis/iran-update-september-4-2026) - [2026-09-03] Prior Iranian doctrine cited by its own military spokesperson shows a recurring pattern of "surprise" strikes on Arab-hosted US bases after pauses, which is relevant given the current 10-14 day pause: Iranian Artesh Spokesperson Brigadier General Mohammad Akraminia stated on August 26 that one of Iran's newest targeting doctrines includes preemptive strikes against US military assets in the region and cited the July 28 attack in Jordan as an example of this doctrine. (https://www.criticalthreats.org/analysis/iran-update-september-3-2026) - [2026-09-19] Broader war context remains active/unresolved (no formal end), with continued US operations, economic strain on Iran, and unresolved nuclear file — all factors that could still trigger renewed Iranian strikes on Arab territory before October 31: The ceasefire of April continues to hold notwithstanding Israeli strikes reported on multiple towns across south Lebanon on 16 September, while Iran's economy continues deteriorating. - [2026-09-15] Houthi (proxy, non-qualifying) attacks on Saudi Arabia continue separately and would NOT count toward resolution, per market rules, since Brig. Gen. Yahya Saree's claimed operations of 16 September against the Aramco facility at Yanbu and Khamis Mushait air base... stand as previously reported as Houthi, not Iranian state, action. (https://www.globalsecurity.org/military/ops/iran-war-oprep.htm) BOTTOM LINE: As of September 19-22, 2026, Iran has an extremely active, well-documented history of qualifying strikes on Arab countries throughout 2026 (most recently confirmed September 8-9), but has observed a 10-14 day pause in ballistic missile/drone attacks on any Arab host state, alongside conciliatory diplomatic signals; however, the underlying US-Iran war remains unresolved and Iran has repeatedly resumed "surprise" strikes on Arab-hosted bases after similar pauses, making renewed qualifying action before October 31, 2026 plausible but not currently occurring. NOT FOUND: No reporting was found for September 20-22, 2026 (the days immediately preceding "today") indicating either a new Iranian strike on an Arab country or a formal end to the war/pause; could not confirm whether the pause noted through September 19 has continued unbroken through September 22.
report: base rate
- [2026-02-28] Onset of the 2026 Iran war: on 28 February 2026, Israel and the United States launched air strikes against Iran, killing Supreme Leader Ali Khamenei, and Iran responded by attacking US bases in the region, Israel, and sites in neighbouring Middle Eastern states, as well as closing the Strait of Hormuz. This opened a period of frequent direct Iranian strikes on Arab states, the reference class relevant to this market. Source: commonslibrary.parliament.uk - [2026-03-04] Confirmed direct Iranian strike on an Arab state during the war: Qatar's Defense Ministry said an Iranian ballistic missile struck Al Udeid Air Base, as Iran's attack on American military sites across the region continued, with one of two missiles launched from Iran getting through air defenses while the other was intercepted. This followed the earlier, larger 23 June 2025 Al Udeid strike where Iran launched missiles at Al Udeid Air Base in Qatar in retaliation for the United States strikes on Iranian nuclear facilities, marking Iran's second direct attack on a US base after Operation Martyr Soleimani in 2020. Source: stripes.com, en.wikipedia.org - [2022-2024] Pre-war reference class: Iran has repeatedly launched direct ballistic-missile strikes into Iraq (an "Arab country" under this market's definition), including the 13 March 2022 attack when multiple ballistic missiles were launched by Iran's IRGC against Erbil, Iraq, with the IRGC saying the target was Israel's "strategic center," and a January 15, 2024 Iranian ballistic missile attack that struck a home in Erbil, claimed by Iran's IRGC as targeting a "Mossad espionage center." An analyst noted Iran's direct, unprovoked missile barrages against Iraqi Kurdistan, between September 2018 and January 2024, thoroughly debunked its claims that its missile program was merely defensive. Source: en.wikipedia.org, agsi.org - [2026-09-19] As of the most recent tracker update, the active war has entered a lull: Iran did not fire at a host state for a ninth consecutive day, and no Iranian ballistic salvo at any of the six Arabian Peninsula Gulf states, Jordan or Israel was reported between the 17 and 18 September cutoffs. A day later this reached a tenth consecutive day, with the fire pause entering a tenth day with no Iranian ballistic missile or drone attack on any host state reported through the early morning cutoff of 19 September, the 20 missiles at Muwaffaq Salti on the night of 8-9 September remaining the most recent confirmed launch event at a state. Source: globalsecurity.org - [2026-09-08/09] Most recent confirmed direct Iranian strike on an Arab-state host (Jordan): the tracker repeatedly cites "the 20 missiles at Muwaffaq Salti" (a Jordanian air base) on 8–9 September 2026 as the last confirmed Iranian ballistic launch against a host state, indicating strikes on Arab countries were still occurring as recently as ~2 weeks before question open. Source: globalsecurity.org - [2026-09] Congressional Research Service assessment of overall trajectory: the United States and Iran agreed to an April ceasefire and signed a June 2026 MoU to end the conflict, but the MoU collapsed weeks later amid renewed fighting and formally expired in August 2026; as of September 2026, the conflict appears to have become a war of attrition. Source: congress.gov - [2026-08-27] Base-rate from the immediately prior instance of this identical recurring Polymarket series ("Will Iran target an Arab country by [date]"): the market covering the period up to a prior date resolved "No" (final outcome: No, resolved 2026-08-27), per the market's own resolution history shown on its page (outcome proposed "No," no dispute). Source: polymarket.com - [2026-09-22 snapshot] However, the broader recurring series shows a high historical Yes-rate in 2026: per the series' sub-market price history shown on the page, prior period-end markets for "August 31," "September 15," and "September 30" are each shown resolving toward "Yes" (100%), while only the "August 22" instance resolved "No" — i.e., 3 of the last 4 tracked periods in this exact recurring question format resolved Yes. Source: polymarket.com - [2026-09-22 snapshot] Current live odds on the actual question being forecast: the "Will Iran target an Arab country by October 31, 2026?" market is priced at 73% Yes, alongside related narrower markets "Will Iran target Saudi Arabia by October 31, 2026?" at 19% and "Will Iran target Iraq by September 30, 2026?" at 6%, as listed on Polymarket's related-markets panel. Source: polymarket.com - [2026-09-22 context] Polymarket's own market-context blurb frames the base rate: this market resolves "Yes" if Iran targets an Arab country through a qualifying military action between market creation and the listed date, otherwise "No," and the platform's contextual note states that "Since February 2026, Tehran launched thousands of missiles and drones at facilities in Saudi Arabia, the UAE, Kuwait, Bahrain, Qatar, Oman, and Jordan," reflecting a high-frequency historical pattern during the active war, though it also notes "Ongoing diplomatic contacts, U.S. sanctions, and mediation efforts introduce uncertainty." Source: polymarket.com - [2026-09-16] Duration/process comparison: full-scale hostilities-to-ceasefire cycles have historically been short but recurrent — the original April ceasefire held roughly 3 months before "fighting resumes on 8 July," and the current fire-pause on strikes against host states, as of the report date, had lasted only about 9–10 days, well short of the ~53-day trading window to October 31. Source: en.wikipedia.org (2026_Iran_war_ceasefire), globalsecurity.org BOTTOM LINE: Over 2025–2026, Iran has directly struck Arab-country territory (Iraq/Erbil in 2022 and 2024, Qatar in June 2025 and again in March 2026, and Jordan in September 2026) repeatedly whenever active hostilities with the US/Israel escalate, and the identical recurring Polymarket question resolved "Yes" in 3 of its last 4 short (2–4 week) periods this year even amid an ongoing ~10-day lull — implying a base rate that favors "Yes" over a ~6-week window during an unresolved, attrition-phase war, consistent with the market's own current 73% pricing. NOT FOUND: An authoritative, independent tally of the exact number/dates of all qualifying Iranian strikes specifically on Arab-country soil since the market's Sept 9, 2026 opening (versus Israel/US targets or proxy strikes); official IRGC statements for the September 8-9 Jordan strike; a formal academic base-rate study of this precise event class outside of the Polymarket series itself.
report: yes case
**Strongest YES case: renewed US strikes trigger a fresh Iranian retaliatory salvo against a Gulf/Jordanian host state, replicating the pattern seen at least four times since February 2026.** - [2026-09-22] Iran's military central command stated on Sunday (Sept 20) that it had been informed the US was preparing to restart military operations with the support of regional countries, and warned this would lead to Tehran's retaliation "without limitations and considerations" , showing the precondition for renewed strikes (US resumption) is actively feared by Tehran itself, not a remote hypothetical. (https://www.ynetnews.com/article/s1wfxa15gl) - [2026-09-22] Despite this warning, Iran is simultaneously pursuing diplomacy: a senior Iranian official told Reuters/Kyodo that Tehran transmitted its proposal to Washington through mediators on Sept. 16 and views this week's United Nations General Assembly as an opportunity to discuss the details of an agreement ending hostilities , meaning the diplomatic track is fragile and contingent on US reciprocity that has not yet been confirmed. (https://yournews.com/2026/09/22/7202798/iranian-official-offers-seven-day-hormuz-reopening-as-tehran-signals-path/) - [2026-09-22] Iranian state-linked Fars News has already publicly disputed the Reuters/Kyodo reopening offer, with Iranian sources via Fars calling the Kyodo and Reuters seven-day reports "invalid and untrue" , indicating internal Iranian factional friction over the conciliatory posture — a friction that historically has preceded hardline military responses over diplomatic ones. (https://www.investmentwatchblog.com/tehran-official-to-kyodo-and-reuters-reopen-hormuz-in-seven-days-if-washington-eases-the-blockade-fars-calls-those-reports-untrue/) - [2026-09-19] The GlobalSecurity.org daily tracker (Day 204) explicitly frames the current 10-day fire-pause as an open, unresolved question rather than a settled de-escalation: it states outright that the pause has now survived the UN fact-finding mission's war crimes findings published 17 September, the White House's response to those findings on 18 September, the passage of nine days and two nights of elevated diplomatic and legal pressure, the Basij mobilization announced for 18 September with up to 330,000 participants, and Amnesty International's publication of crimes against humanity findings — and asks whether it "reflects calculation, capability or political opportunity," leaving resumption plausible at any time. - [2026-09-19] The same tracker confirms Iran's declared doctrine of retaliating against nuclear/military escalation remains intact: the assessment of Iranian air defenses degraded to approximately 90 percent remains unchanged and largely unrevised since March despite the IRGC's four shootdown claims in three days, which if accurate would indicate a capability change not yet reflected in any published assessment — suggesting Iran retains active military engagement capacity even during the "pause," undermining any narrative of full stand-down. (https://www.globalsecurity.org/military/ops/iran-war-oprep.htm) - [2026-09-19] Vice President Vance signaled the US itself views the conflict as unresolved and entering a new phase: the tracker notes Vice President Vance's formulation of 15 September that the first phase destroyed the nuclear program and the second is to "ensure that they're not able to rebuild," with his statement that the war will enter "a different phase" in coming months, remains unelaborated by any official — a US posture pointing toward probable renewed strikes on Iran, which is the single most reliable historical trigger for Iranian retaliation on Arab-hosted bases. - [2026-09-08/09] The most recent confirmed qualifying strike (20 missiles at Muwaffaq Salti, Jordan) came only 14 days before question open, following a similar pattern where a Sept 1-3 exchange (Bahrain, Jordan, Iraq, Kuwait, UAE) itself followed an August 30 Jordan strike, which followed a July 28 Jordan strike — a cadence of roughly every 2-4 weeks throughout 2026, per Wikipedia's dedicated strike-tracking pages for Jordan, Kuwait, UAE, Qatar, and Saudi Arabia (https://en.wikipedia.org/wiki/2026_Iranian_strikes_on_Jordan; https://en.wikipedia.org/wiki/2026_Iranian_strikes_on_Arab_countries). - [2026-09-04] Analysts previously noted Iran deliberately calibrates strikes to avoid alienating Gulf states, but this constraint has not stopped repeated strikes on Jordan and Iraq (non-Gulf, less diplomatically sensitive for Tehran) nine times since February — Jordan alone has been struck in February, July, August, and September 2026, making it the most exposed "path to Yes" target even if Gulf strikes are paused for political reasons. - [2026-09-22] Iran's own framing that a US resumption would trigger retaliation "without limitations and considerations" is a direct, on-record threshold condition: if the US (with stated regional-country support per the Sept 20 warning) strikes Iran again before October 31 — a real possibility given Vance's "different phase" comments and ongoing US military buildup reported by Reuters — Iran's own declared doctrine points to an immediate qualifying strike on a US base in an Arab host state, most likely Jordan, Iraq, Bahrain, Kuwait, or the UAE, the exact locations struck repeatedly all year. BOTTOM LINE: The single most likely path to YES is a resumption of US strikes on Iran (which Tehran says it has already been warned is being prepared with regional-country support) triggering an immediate Iranian retaliatory missile/drone strike on a US-hosting Arab state such as Jordan, Iraq, Bahrain, Kuwait, or the UAE — a pattern that has repeated at least four times since February 2026 with gaps of only 2-4 weeks between incidents, well within the ~40 remaining days of the trading window. NOT FOUND: No confirmed date for a specific renewed US strike on Iran; no independent confirmation (beyond Iranian sourcing) that the US is in fact "preparing to restart military operations"; no evidence yet of any qualifying Iranian strike occurring between Sept 9 (market open) and Sept 22 (today).
report: no case
- [2026-09-19] Iran's own IRGC/Artesh forces have not fired at any Arab-hosted state for ten consecutive days and not launched a single drone attack for fourteen consecutive days, with the tracker noting "No Iranian drone attack on a host state was reported for a thirteenth consecutive day. No Iranian fire into Iraq was reported in the window." This is the longest kinetic lull of the entire resumed war, indicating the operational tempo required to reach a new Arab-country strike before Oct 31 must first restart from zero. - [2026-09-19] The pause has survived direct provocations that previously triggered Iranian retaliation, as the tracker states "Day 204 -- 19 September 2026 -- The fire pause enters a tenth day with no Iranian ballistic missile or drone attack on any host state reported through the 0500 ET cutoff" despite UN war-crimes findings, Amnesty findings, and a domestic Basij mobilization — showing Iran is currently absorbing pressure diplomatically rather than converting it into strikes on Arab soil. - [2026-09-19] Iran's diplomatic posture explicitly favors de-escalation over strikes: the tracker records that Foreign Minister Araghchi in Beijing reiterated Iran has agreed a plan with Oman to reopen the Strait of Hormuz , and describes the pause surviving "the UN fact-finding mission's war crimes findings, Amnesty" findings without conversion into fire — a sign Tehran is prioritizing sanctions/Hormuz relief over renewed regional strikes. - [2026-09-21] The conflict's active fighting is currently occurring on the Houthi (proxy, non-qualifying) front rather than involving direct Iranian state action, as reflected in the follow-on Al Jazeera live-blog headline for September 21 titled "Iran war live: Tehran warns US against new strikes, fighting rages in Yemen" — meaning the war's live kinetic activity is explicitly attributed to Yemen/Houthi actors, which the market's rules exclude from resolution. - [2026-09-20] Iran's public messaging as of September 20 remained limited to a conditional warning rather than an executed strike: Al Jazeera's live-blog for that date was titled "Tehran warns of 'painful' response if US launches attacks," a threat contingent on future US action, which under the market's own rules explicitly does not qualify ("Any threat, authorization, or announcement of force that has not been executed"). - [2026-08-27] The immediately preceding instance of this identical recurring Polymarket series ("Will Iran target an Arab country by [date]") resolved "No," demonstrating that even during a period with a comparably active war, a roughly month-long window can close without a qualifying Iranian strike on Arab soil, providing a directly relevant precedent for a "No" outcome in short windows. - [2026-09-18] Iran's demonstrated behavioral pattern under pressure has shifted toward internal repression rather than external strikes: the tracker notes Iranian authorities responded to the September 17 Kurdish unrest and general closure with a domestic Basij mobilization of up to 330,000, described as "a security establishment that is responding to events rather than orchestrating them" — resources and political attention are being consumed by internal unrest, not external retaliation planning. - [2026-08-26] Iran has been actively pursuing a negotiated maritime/economic off-ramp rather than military escalation: Iran's Deputy Foreign Minister announced that "Iran and Oman have agreed on a temporary maritime route for ships travelling through the Strait of Hormuz" , signaling a preference for incremental de-escalation deals over renewed strikes on Gulf Arab states that host the U.S. military. - [2026-09-18] Economic incentives now cut strongly against Iran risking further Gulf Arab strikes: the tracker documents Iran's economy is collapsing on every metric — the rial at 2,311,000 to the dollar, food inflation at 127.5 percent, crude loadings down approximately 85 percent — while Saudi Arabia has successfully rerouted oil exports around Hormuz, reducing Iran's leverage and raising the cost of any strike that could provoke Gulf states to abandon their prior restraint on U.S. escalation. - [2026-09-19] No new Iranian strike on Iraq (the Arab state most frequently and easily targeted by Iran historically) has been reported even amid the Kurdish unrest crisis, with the tracker stating "no Iranian launch into Iraq was reported in the window through the 19 September cutoff, and no Iranian fire into any territory was reported for a fourteenth consecutive day on the drone file and a tenth consecutive day on the ballistic missile file" — even the lowest-cost, most frequent historical target has gone untouched for two weeks. BOTTOM LINE: As of September 21, 2026, Iran has sustained its longest pause of the war (10+ days with zero ballistic/drone strikes on any Arab host state), is pursuing Hormuz de-escalation diplomacy with Oman, is absorbed by domestic Kurdish unrest and Basij mobilization, and faces severe economic incentives to avoid actions that could unite Gulf Arab states behind renewed U.S. operations — all of which argue for continued restraint through October 31, reinforced by the immediately prior instance of this same recurring market resolving "No." NOT FOUND: No official Iranian government or IRGC statement dated after September 18 explicitly renouncing further strikes on Arab states; no consensus resolution-source (Iranian/Arab government) confirmation of any qualifying strike between September 20-22; could not confirm whether the pause held through September 22 itself (data available only through Sept 21 live-blog).
3. Forecasters 5 draws · Opus 5.5 + GPT-5.6 Sol · plain mean
claude-opus-5-5
48% conf
Yes 36%
No 64%
(0) No source shows a qualifying Iranian strike on an Arab country since the market opened on Sept 9. The last confirmed launch was 20 missiles at Muwaffaq Salti, Jordan, on the night of Sept 8-9, which likely falls before market creation. The GlobalSecurity tracker reports a 10-day ballistic pause and a 14-day drone pause through Sept 19. (a) About 39 days remain until Oct 31. (b) If nothing changes, the pause continues and the market resolves No. The Polymarket price has fallen from 85% to 33.5% over the past week, reflecting that pause. The research cites a 73% figure, but it conflicts with the direct price feed and looks stale, so I anchor on 33.5%. (c) NO: Iran keeps pursuing the Oman/Hormuz reopening plan and the UNGA-week proposal to end hostilities. It stays absorbed by domestic Kurdish unrest and economic collapse, and avoids alienating the Gulf states that have restrained Washington. Houthi activity continues but does not count. (d) YES: the US resumes strikes, in line with Vance's 'different phase' remarks and Iran's Sept 20 claim that the US is preparing operations with regional support. Iran then retaliates on US bases in Jordan, Iraq, Kuwait or Bahrain, as it has done every 2-4 weeks since February. Alternatively, Iran carries out a 'preemptive' strike under its stated doctrine. Against that, the Israel-Iran ceasefire-through-Oct-31 market sits at 86.5%, and diplomacy is active. Given that the war is unresolved and strikes have recurred often, I sit slightly above the market at around 36%.
claude-opus-5-5
46% conf
Yes 37%
No 63%
(0) The condition is not yet met. The GlobalSecurity.org tracker shows no Iranian ballistic missile or drone strike on any Arab host state since the 8-9 September Muwaffaq Salti salvo, which was at or before market creation. The pause had reached 10+ days as of 19 September, and no source shows a qualifying strike from 9 to 22 September. (a) About 39 days remain until 31 October. (b) If the status quo holds, the fire pause continues alongside Iran's diplomacy: the Oman Hormuz plan, a proposal sent via mediators on 16 September, and talks at UNGA. That resolves No. (c) No scenario: the US-Iran track produces at least a de facto truce, Gulf states keep restraining Washington, and Iran stays absorbed by economic collapse and Kurdish unrest. The current lull then simply extends through October. (d) Yes scenario: the US resumes strikes, as Iran's central command warned on 20 September and as Vance's talk of a 'different phase' hints. Iran then retaliates against US bases in Jordan, Iraq, Kuwait, Bahrain or the UAE, matching the July-September pattern of strikes every 2-4 weeks. A preemptive strike like the one in Jordan on 28 July is also possible. The anchor is Polymarket at 33.5%, down sharply from 85% as the pause lengthened. The research report's '73%' snapshot conflicts with the direct market data, and I discount it. The war is formally unresolved, Iran has broken pauses repeatedly, and the window is long relative to that cadence, so I sit slightly above market. Recent momentum and the diplomatic signals keep me below 50%.
claude-opus-5-5
50% conf
Yes 39%
No 61%
(0) No source shows a qualifying strike since the market opened on Sept 9. The Sept 8-9 Muwaffaq Salti salvo on Jordan straddles the creation date. The market's collapse from 85% to 33.5% suggests traders do not expect it to count, so the condition is not yet met. (a) About 39 days remain until Oct 31. (b) Status quo is No: GlobalSecurity's tracker shows a 10+ day pause in ballistic launches and 14+ days without drone attacks on any Arab host state as of Sept 19, the longest lull of the resumed war. Meanwhile Tehran is pursuing a Hormuz/Oman plan and pitching a deal at UNGA. (c) NO: the pause holds while UNGA diplomacy and mediated proposals proceed, Iran stays absorbed by domestic Kurdish unrest and economic collapse, and Houthi strikes (which do not count) carry the kinetic load. (d) YES: the US resumes strikes, which Iran on Sept 20 said it had been warned was coming, drawing on Vance's talk of a 'different phase'. Iran would then retaliate against US bases in Jordan, Iraq, Kuwait, Bahrain or the UAE, as it did repeatedly on a 2-4 week cadence through July-September. A separate path is IRGC missile or drone strikes on Kurdish groups in Iraqi Kurdistan amid the unrest. I anchor on the thin ($22k) Polymarket price of 33.5% and nudge slightly up. The strike cadence all year and the unresolved war of attrition make a 39-day window meaningfully risky. The Israel-Iran ceasefire market pricing only 86.5% through Oct 31 also points to non-trivial escalation risk. The research report's '73%' snapshot conflicts with the direct data and I discount it.
gpt-5.6-sol
62% conf
Yes 36%
No 64%
(0) No qualifying post-creation strike is confirmed: the latest documented Iranian salvo was against Jordan overnight September 8-9, while the market opened September 9, and reporting through September 19 found no subsequent attack; the designated resolution-source read failed, so timing and update risk remain. (a) About 39 days remain until October 31, 2026, leaving meaningful time for the current pause to break. (b) If nothing changes, the 10-plus-day pause continues and the market resolves No. (c) The No scenario is that Hormuz diplomacy, Iran's severe economic pressure, and its desire not to drive Gulf states toward US military operations sustain restraint, while any Houthi attacks remain excluded as proxy action. (d) The Yes scenario is renewed US action against Iran prompting another claimed Iranian missile or one-way-drone salvo at a US base in Jordan, Iraq, Bahrain, Kuwait, or the UAE, repeating several 2026 episodes. I anchor on Polymarket's direct 33.5% Yes price and move modestly upward because the unresolved war, Iran's explicit retaliation doctrine, and the recent recurring cadence of strikes make another qualifying salvo plausible, while the separate 86.5% market for the Israel-Iran ceasefire lasting through October supplies countervailing context rather than a direct anchor.
gpt-5.6-sol
57% conf
Yes 37%
No 63%
(0) No source confirms a qualifying Iranian strike after the market opened on September 9; the latest documented salvo was overnight September 8–9 against Muwaffaq Salti air base in Jordan, creating timing risk but not enough evidence to treat the condition as already met. A Yes resolution still requires Iran itself—not a proxy—to launch a qualifying air, missile, or one-way-drone strike directed at an listed Arab country by October 31 AST. (a) Roughly 39 days remain, a meaningful window in an unresolved war where comparable attacks have recurred at intervals of weeks. (b) If the current fire pause and diplomatic engagement continue, the status quo produces No. (c) The No scenario is that Tehran avoids antagonizing Gulf governments, pursues the Oman/Hormuz diplomatic track, and limits continuing activity to threats or proxy attacks that do not qualify. (d) The Yes scenario is renewed US action against Iran triggering an Iranian retaliatory salvo against a US base in Jordan, Iraq, Bahrain, Kuwait, or the UAE, replicating several earlier 2026 exchanges. I anchor on Polymarket's direct current Yes price of 33.5% and move modestly upward because the conflict remains unresolved, Iran warned on September 20 of retaliation if US operations resume, and recent qualifying strikes show the capability and pattern, while the 10-plus-day pause, conciliatory signals, and the related 86.5% October ceasefire-continuation price keep No favored; the separate report's claimed 73% snapshot conflicts with the direct venue feed and is therefore not used as the primary anchor.
4. Final plain mean of 5 draws
37% (53% confidence)
Yes: 37% No: 63%
Mean of 5 draws (0.36, 0.37, 0.39, 0.36, 0.37). (0) No source shows a qualifying Iranian strike on an Arab country since the market opened on Sept 9. The last confirmed launch was 20 missiles at Muwaffaq Salti, Jordan, on the night of Sept 8-9, which likely falls before market creation. The GlobalSecurity tracker reports a 10-day ballistic pause and a 14-day drone pause through Sept 19. (a) About 39 days remain until Oct 31. (b) If nothing changes, the pause continues and the market resolves No. The Polymarket price has fallen from 85% to 33.5% over the past week, reflecting that pause. The research cites a 73% figure, but it conflicts with the direct price feed and looks stale, so I anchor on 33.5%. (c) NO: Iran keeps pursuing the Oman/Hormuz reopening plan and the UNGA-week proposal to end hostilities. It stays absorbed by domestic Kurdish unrest and economic collapse, and avoids alienating the Gulf states that have restrained Washington. Houthi activity continues but does not count. (d) YES: the US resumes strikes, in line with Vance's 'different phase' remarks and Iran's Sept 20 claim that the US is preparing operations with regional support. Iran then retaliates on US bases in Jordan, Iraq, Kuwait or Bahrain, as it has done every 2-4 weeks since February. Alternatively, Iran carries out a 'preemptive' strike under its stated doctrine. Against that, the Israel-Iran ceasefire-through-Oct-31 market sits at 86.5%, and diplomacy is active. Given that the war is unresolved and strikes have recurred often, I sit slightly above the market at around 36%.
Pipeline Timing
Total pipeline time: 137.2s
Per-tool research timings shown in the Research section above.