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Will Puma Shen win the next Taipei Mayor election?
21%
Agent
21%
Market Price
-0.0%
Edge
56%
Confidence
232,304
Volume
1.4c
Spread
56
Days to resolution
30
Markets in event
final rationale
Mean of 5 draws (0.20, 0.20, 0.21, 0.21, 0.22). (0) The question is not resolved. The election is on Nov 28, 2026, the CEC source could not be fetched, and no result exists yet. (a) About 8 weeks remain until the vote, and the result will be known that night. (b) If nothing changes, incumbent Chiang Wan-an is favored. Taipei has elected a DPP mayor only once since 1994, and that was through a three-way split. The TPP is not running against Chiang, and KMT incumbents have historically won re-election 56-64%. (c) NO scenario: Chiang's shrunken but intact lead holds. KMT internal polls still reportedly show a double-digit lead. He avoids risky debates, and the drug-policy attack line plus the strong blue base in districts like Xinyi deliver a comfortable win. Voters' own expectations in the Sept 22 poll favor Chiang 57.8% to 21.3%. (d) YES scenario: Shen's 'ocean current' momentum is real and converts to turnout among 20-49-year-olds. That momentum shows in the 41.7-40.5 Sept 22 poll, an online tracker putting Shen up 50.1-41.4, a positive net favorability, and Chiang's sugarcane gaffe. Further incumbent missteps or a strong debate showing could then flip the race. The Sept 22 poll comes from a DPP-leaning pollster, and the tracker is non-random, so I discount both. I anchor on the Polymarket price of ~20.7%, which has already risen 13 points in 30 days to reflect this momentum. The research shows nothing the market hasn't priced, so I stay near the anchor at 20%.
price vs. prediction
market price
agent forecast at t+0
15 follow-ups
re-scan context
This market has been scanned before. Previous predictions:
| date | predicted | market price | confidence |
|---|---|---|---|
| 2026-09-21 | 15% | 19% | 61% |
1. Planner Opus 5.5 · picks the research tools
Tools chosen:
polymarket_direct
resolution_source
polymarket_related
kalshi_related
wikipedia
gdelt_news
Planner reasoning
This is a Polymarket question, so polymarket_direct is the price anchor and resolution_source points at the CEC results database. polymarket_related and kalshi_related check sibling candidate markets and any other venue's view on the Taipei race. Wikipedia covers the 2026 election and the candidates, including Chiang Wan-an's incumbency and Shen's DPP nomination, and gdelt_news targets recent Taiwanese polling coverage.
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): 20.70% (live; bid 20% / ask 21%) - 7-day price change: +2.50% - 30-day price change: +13.15% - Total volume: $232,304 (USD notional) - Price range: 0.65% - 20.70% - Data points: 52 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 3 Wikipedia entries (1 missing pages).
- gdelt_news: GDELT: 20 articles across 2 queries (lookback=45d). 'Puma Shen Taipei mayor poll': 10 hits | '沈伯洋 台北市長 民調': 10 hits
Research loops, bottom lines
- current state: Puma Shen has closed much of the gap with incumbent Chiang Wan-an since spring 2026 (from ~28-34 point deficits in May–September to a statistically tied 1.2-point gap in a Sept 22 scientific poll), but a large-sample online poll the same week showed Chiang still up over 30 points, and even the tied poll shows voters themselves expect Chiang to win by a wide margin (57.8% vs 21.3%); the race remains genuinely contested but Chiang retains an edge heading into the final weeks, with a drug-policy co
- base rate: The historical base rate strongly favors the non-DPP side in Taipei mayor races (DPP has won only 1 of 8 direct elections since 1994, and that sole win depended on a vote-splitting three-way race not replicated in 2026), while current-cycle polling is genuinely mixed — ranging from a near-tie to a 30+ point Chiang lead depending on methodology — so the outside view leans toward Chiang/KMT retaining the seat, but with more competitiveness than the historical pattern alone would suggest.
- yes case: The strongest YES path is a late-breaking consolidation of DPP-leaning and youth voters combined with incumbent missteps (the sugarcane gaffe, unresolved debate stalling) eroding Chiang's favorability faster than Shen's, as shown by DPP-internal net-favorability data and at least one tracking poll now putting Shen numerically ahead; if Shen's ground campaign (Oct 11–Nov 17 district tour) converts rising favorability/visibility into turnout among 20–49-year-olds, the race could flip in the final
- no case: Every data point from the Chiang campaign's own internal polling, KMT-aligned analysts, and the structural/historical pattern for KMT incumbent mayors in Taipei (and youth, district, and "who will win" crosstabs within the tightest public poll itself) points to Chiang retaining a lead—shrunk but intact—heading into the final seven weeks, with no post-Sept-22 poll showing Shen ahead.
tools
| tool | status | time | items | summary |
|---|---|---|---|---|
| polymarket_direct | OK | 0.4s | 1 | ## This Market's Polymarket Data **Will Puma Shen win the next Taipei Mayor election?** - Current price (probability): 20.70% (live; bid 20% / ask 21%) - 7-day price change: +2.50% - 30-day price change: +13.15% - Total volume: $232,304 (USD notional) - Price range: 0.65% - 20.70% - Data points: 52 |
| 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 | 3.8s | 2 | 2 related markets / summaries. keyword 'Taipei mayor': ok | keyword 'Taiwan election': ok |
| wikipedia | OK | 1.0s | 3 | Fetched 3 Wikipedia entries (1 missing pages). |
| gdelt_news | OK | 30.5s | 20 | GDELT: 20 articles across 2 queries (lookback=45d). 'Puma Shen Taipei mayor poll': 10 hits | '沈伯洋 台北市長 民調': 10 hits |
research loops
·
4/4 ok ·
14 searches ·
8 page reads
| dimension | status | time | searches | page reads | report |
|---|---|---|---|---|---|
| current state | OK | 37s | 5 | 2 | 5299 chars |
| base rate | OK | 29s | 4 | 2 | 5036 chars |
| yes case | OK | 42s | 3 | 2 | 5701 chars |
| no case | OK | 38s | 2 | 2 | 5630 chars |
report: current state
- [2026-05-13] The DPP formally nominated Legislator Puma Shen (沈伯洋) as its Taipei mayoral candidate;
the DPP formally announced Legislator Puma Shen as its nominee for Taipei mayor, to run against incumbent Chiang Wan-an of the KMT in November's local elections
. https://www.taipeitimes.com/News/taiwan/archives/2026/05/13/2003857275
- [2026-08-20] The Central Election Commission confirmed election logistics:
the CEC calculated that 11,051 local public officials would be elected across 18,244 polling stations in 8,906 electoral districts, with the electorate estimated at 19.65 million people
. https://en.wikipedia.org/wiki/2026_Taiwanese_local_elections
- [2026-08-31 to 2026-09-04]
Candidate registration took place from 31 August to 4 September 2026
, with six candidates ultimately registered for Taipei mayor (Chiang, Shen, and four minor-party/independent candidates). https://en.wikipedia.org/wiki/2026_Taiwanese_local_elections
- [2026-09-20] A high-participation but non-random Yahoo News Taiwan online poll (42,700 respondents, Sept 14–20) showed
Chiang favored by 57.4% versus Shen at 25.3%
, a result that reportedly caused a sharp swing in prediction-market pricing for this race on Kalshi. https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/
- [2026-09-22] A scientific telephone/mobile poll by the Taipei Trust in Democracy Association (sample 1,076, MoE 3.0pts) found the race essentially tied:
incumbent Taipei Mayor Chiang Wan-an had a slight lead with 41.7 percent support over Democratic Progressive Party candidate Puma Shen with 40.5 percent
; however,
57.8 percent of respondents thought Chiang had the best chance of winning, while only 21.3 percent thought Shen
would win. A KMT city councilor publicly challenged the poll's partisan sample skew. https://www.taipeitimes.com/News/taiwan/archives/2026/09/22/2003864703
- [2026-09-23] Cross-tabs of the same poll show generational and gender splits:
people aged 50 or above tended to support Chiang, while those aged 20 to 49 tended to support Shen
, and
a gender breakdown...suggested male voters favored Shen... while Chiang held a decisive lead among female voters
(per the fetched article's gender-split data). https://www.taipeitimes.com/News/front/archives/2026/09/23/2003864733
- [2026-09-27] DPP campaign messaging continues to frame Shen as a generational change candidate; his campaign manager said the focus is on "professional ability and attitude toward governance" rather than age alone. https://news.ltn.com.tw/news/politics/breakingnews/5587332
- [2026-09-29] A follow-on report cited a Sept 22 poll gap of just 1.2 points between Chiang (41.7%) and Shen (40.5%), framing the race as within the margin of error and energizing Shen supporters online ("洋流" wave). https://www.setn.com/news/1914454
- [2026-09-30 to 2026-10-04] Campaign conflict intensified over a televised/cross-examination debate format: Shen has repeatedly challenged Chiang to weekly debates (up to 10 before the election); Chiang has agreed in principle to participate but has not committed to a schedule, citing ongoing city council duties. https://news.ltn.com.tw/news/politics/breakingnews/5574452 , https://www.knews.com.tw/news/FD71FFA6B3E4E4A643E0063AEAC337B7
- [2026-10-02 to 2026-10-04] A new attack line emerged: KMT resurfaced a 12-year-old article by Shen on drug policy (equating "drug" and "medicine," proposing community needle-exchange centers), which Chiang and New Taipei KMT candidate Li Szu-chuan called "glorifying drugs." Shen rebutted that needle-exchange/methadone programs began under KMT Mayor Ma Ying-jeou and challenged both to a public debate on drug policy. https://newtalk.tw/news/view/2026-10-02/1063239 , https://www.knews.com.tw/news/375C2F3FA7CF91C69022053840DEC621
- [2026-10-04] As of today, no additional scientific poll has superseded the Sept 22 near-tie survey in search results; the most recent coverage centers on the drug-policy dispute and unresolved debate negotiations, with no debate yet held. https://udn.com/news/story/7323/9793081
- [n/a] Kalshi's own market (a comparable venue) was reported as of Sept 21 pricing Chiang's re-election at 81% and Shen at 23% after the Yahoo poll shock, "a condition well above the 57.4% 'look good to win' figure from the Yahoo poll," reflecting trader skepticism of the tighter scientific poll. https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/
BOTTOM LINE: Puma Shen has closed much of the gap with incumbent Chiang Wan-an since spring 2026 (from ~28-34 point deficits in May–September to a statistically tied 1.2-point gap in a Sept 22 scientific poll), but a large-sample online poll the same week showed Chiang still up over 30 points, and even the tied poll shows voters themselves expect Chiang to win by a wide margin (57.8% vs 21.3%); the race remains genuinely contested but Chiang retains an edge heading into the final weeks, with a drug-policy controversy against Shen and unresolved debate scheduling as the latest developments.
NOT FOUND: No poll or news dated after 2026-10-04; no confirmed/scheduled date for the Chiang-Shen debate; no post-October-1 scientific (non-online, random-sample) poll; current Polymarket/Kalshi price levels were not reported per instructions.
report: base rate
- [n/a historical] Since direct elections began in 1994, Taipei has had only **one** DPP mayor (Chen Shui-bian, 1994–1998) out of eight elected terms;
presidents Lee Teng-hui, Chen Shui-bian and Ma Ying-jeou all held the Taipei mayor position prior to being elected president
, underscoring the office's high profile but KMT/independent dominance since 1998. https://en.wikipedia.org/wiki/Mayor_of_Taipei
- [1994-1998 result] The only DPP win came in a three-way split where
Chen Shui-bian won 43.67% against New Party's Jaw Shaw-kong (30.17%) and KMT's Huang Ta-chou (25.89%)
— a vote-splitting dynamic that benefited the DPP and is largely absent in 2026 since the TPP is not fielding a rival. https://en.wikipedia.org/wiki/Mayor_of_Taipei
- [2002-2022 track record] In the six subsequent elections (1998, 2002, 2006, 2010, 2018, 2022) the DPP candidate lost every time, including Chen Shih-chung's 2022 loss to Chiang Wan-an by roughly 10 points even in a three-way race, reflecting Taipei's structural lean toward the KMT/non-DPP camps. https://en.wikipedia.org/wiki/Mayor_of_Taipei
- [2026-05-12] Base-rate framing from contemporaneous reporting:
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
, and unlike 2018/2022,
he is also unlikely to benefit from a three-way race splitting the vote… 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
- [2025-12-08] Early TVBS polling (before nomination) showed
Legislator Puma Shen (沈伯洋) trails significantly with 22% support compared to Chiang's 64%, creating a substantial 42-point gap
, illustrating the large starting deficit typical for DPP challengers against this incumbent. https://news.tvbs.com.tw/english/3066617
- [2026-05-13] At campaign launch,
early polling shows Shen trailing the Kuomintang (KMT) mayor by more than 23 percentage points
, via a Taiwan Brain Trust poll. https://news.tvbs.com.tw/english/3203056
- [2026-09-22] The gap has since narrowed substantially: a Taipei Trust in Democracy Association poll found
incumbent Taipei Mayor Chiang Wan-an had a slight lead with 41.7 percent support over Democratic Progressive Party candidate Puma Shen with 40.5 percent
, within the margin of error. https://www.taipeitimes.com/News/taiwan/archives/2026/09/22/2003864703
- [2026-09-20/21] Contradicting that tight poll, a large-sample (non-random) Yahoo News Taiwan online poll found
Chiang favored by 57.4% versus Shen at 25.3%
, prompting a sharp swing in prediction-market pricing; analysts noted
the implied probability of challenger Shen Bo-yang winning the 2026 Taipei mayoral election significantly decreased, reinforcing incumbent Chiang Wan-an's strong base case for re-election
. https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/
- [2026-09-09] An alternative "AI public-opinion simulation" cited in the same analysis showed a much closer race, with
Chiang at 33.9% support to Shen's 30.1%
— diverging sharply from the Yahoo mega-poll, indicating real polling volatility/methodology disagreement in this race. https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/
- [2026 context] An outside analysis frames the race as a genuine test case:
this race will test whether the KMT can retain a traditional stronghold through one of its highest-profile young politicians, while giving Shen his first major campaign experience and an opportunity to elevate his national profile
, i.e., experts treat Chiang as favored but not a lock given Shen's rising profile. https://www.nbr.org/publication/a-look-ahead-to-taiwans-2026-local-elections/
- [Track record note] No long public track record exists yet for the specific pollsters/forecasters cited (Taipei Trust in Democracy Association, Yahoo News Taiwan online polls, TPOC AI simulation) on calling Taiwanese mayoral races; the divergence between scientific phone polls (near tie) and large non-random online polls (wide Chiang lead) suggests meaningful methodological uncertainty rather than settled consensus.
BOTTOM LINE: The historical base rate strongly favors the non-DPP side in Taipei mayor races (DPP has won only 1 of 8 direct elections since 1994, and that sole win depended on a vote-splitting three-way race not replicated in 2026), while current-cycle polling is genuinely mixed — ranging from a near-tie to a 30+ point Chiang lead depending on methodology — so the outside view leans toward Chiang/KMT retaining the seat, but with more competitiveness than the historical pattern alone would suggest.
NOT FOUND: No long-run calibration/track-record data for the specific pollsters involved (Taipei Trust in Democracy Association, Yahoo News Taiwan, TPOC) in prior Taiwanese elections; no aggregated poll-of-polls or FiveThirtyEight-style model for this race.
report: yes case
YES means: Puma Shen (DPP) wins the November 28, 2026 Taipei mayoral election and is certified by the CEC/consensus reporting as the next Mayor of Taipei (not an interim appointee), with final results known by June 30, 2027.
- [2026-09-22] DPP internal tracking shows Shen's net favorability has flipped positive for the first time, with his campaign confirming
internal party data shows the mayoral candidate's net favorability rating turning positive at 1.3%, contrasted with Chiang Wan-an's net rating of negative 39.7%
, a far larger favorability gap than the horse-race numbers suggest. (https://udn.com/news/story/124652/9769738)
- [2026-09-22] The same scientific poll driving this momentum found
Chiang at 41.7% support versus Shen at 40.5%, a 1.2-point gap within the margin of error
, with Shen's camp noting many KMT-leaning voters remain undeclared, implying room to grow. (https://tw.news.yahoo.com/...信民協會...; mirrored at udn.com/news/story/124652/9770680)
- [2026-10-04] A rolling online tracking poll ("六都週週民調") by Next Apple shows Shen numerically ahead for the first time:
Shen at 50.1% support versus Chiang's 41.4%, an 8.7-point lead for the challenger
, published in the wake of the "sugarcane controversy." (https://tw.news.yahoo.com/甘蔗風波後...)
- [2026-09-14] Taipei Times reporting independently corroborates a closing internal gap:
local media reported the DPP's internal polls showed Shen's approval catching up with Chiang's to a gap of less than 10 percentage points, with Chiang appearing to feel pressure by courting TPP-supporter votes
. (https://www.pressreader.com/taiwan/taipei-times/20260914/281758456181894)
- [2026-09-26/30] A viral "sugarcane incident" at a Zhongshan District temple event became a real campaign flashpoint:
Chiang and Shen each received ceremonial sugarcane at a temple banquet, and it emerged days later that Chiang's offering had been left discarded beside the temple while Shen's was displayed reverently at his campaign headquarters
, prompting Chiang to issue a public apology and sustained mockery online. (https://news.ltn.com.tw/news/politics/breakingnews/5588710, https://www.chinatimes.com/realtimenews/20260929002183-260407)
- [2026-09-30] Fallout continued for days, with satirical content amplifying the embarrassment:
the pair's divergent handling of the temple sugarcane gift spread online, including a parody classical-Chinese essay mocking Chiang that went viral on social media
, a type of unforced-error narrative that erodes an incumbent's "competent governance" framing. (https://news.ltn.com.tw/news/politics/breakingnews/5589378)
- [2026-10-01] Shen is scaling up ground organization rather than resting on polling momentum:
Shen announced an October "Taipei Big Ocean Current" plan combining six-district motorcades, town-hall-style policy sessions, and an official LINE interactive mechanism
, with
rallies scheduled across all six electoral districts from October 11 through November 17
, i.e., field activity running up to election eve. (https://gvm.com.tw/article/133387, https://www.taipeitimes.com/News/taiwan/archives/2026/10/01/2003865193)
- [2026-09-14] Grassroots digital engagement is scaling quickly:
Shen's "Mayor, listen to me" LINE participation platform received more than 30,000 messages within two days of launch
, feeding a narrative of rising organic enthusiasm the campaign is converting into localized policy announcements. (https://www.pressreader.com/taiwan/taipei-times/20260914/281758456181894)
- [2026-10-04] A candidate for New Taipei mayor is moving to formally align with Shen ahead of election day, with DPP New Taipei candidate Su Chiao-hui confirming
the latest poll shows Shen trailing Chiang by only 1.2 points, and that Shen is to appear with her at a joint campaign headquarters launch on October 9
— a sign of DPP ticket-wide confidence in Shen's viability rather than treating him as a lost cause. (https://udn.com/news/story/124652/9772629)
- [2026-10-01] Sympathetic opinion commentary frames Shen as reshaping the race's dynamics: an editorial described him as
a politician unlike any seen in 40 years of observing politics, with a rare presence that commands attention
, reflecting a qualitative media narrative of a surging, distinctive challenger rather than a fringe candidate.(https://www.taipeitimes.com/News/editorials/archives/2026/10/01/2003865167)
- [2026-05-13] Even skeptical framing of Shen's candidacy concedes the dynamic is live:
"Recent polls suggest Shen faces a formidable challenge,"
but the same reporting acknowledges momentum built around his anti-China security profile, which could mobilize younger, pro-Taiwan-identity voters already shown leaning toward him in the Sept 22 cross-tabs. (https://www.scmp.com/news/china/politics/article/3356205/rookie-taiwan-lawmaker-blacklisted-beijing-makes-long-shot-bid-become-taipei-mayor)
BOTTOM LINE: The strongest YES path is a late-breaking consolidation of DPP-leaning and youth voters combined with incumbent missteps (the sugarcane gaffe, unresolved debate stalling) eroding Chiang's favorability faster than Shen's, as shown by DPP-internal net-favorability data and at least one tracking poll now putting Shen numerically ahead; if Shen's ground campaign (Oct 11–Nov 17 district tour) converts rising favorability/visibility into turnout among 20–49-year-olds, the race could flip in the final seven weeks.
NOT FOUND: No independent (non-DPP, non-online) scientific poll after the Sept 22 Taipei Trust in Democracy survey confirming the 50.1%/41.4% online tracker; no confirmed debate date; no post-controversy scientific poll quantifying the sugarcane incident's effect on Chiang's numbers.
report: no case
YES means: Puma Shen (DPP) is certified the winner of the November 28, 2026 Taipei mayoral election and is sworn in as (non-interim) Mayor of Taipei; NO means Chiang Wan-an (KMT) or any other non-Shen candidate wins.
- [2026-09-27] Taiwan-politics analyst Frozen Garlic frames the structural baseline:
the previous two KMT mayors running for re-election in Taipei (Ma Ying-jeou 2002, Hau Lung-bin 2010) won by 64-36 and 56-44 margins, giving Chiang a "reasonable" range of 56–64% of the vote
, meaning even a degraded Chiang performance would still be a comfortable win under historical pattern. https://frozengarlic.wordpress.com/2026/09/27/ocean-current-hits-taipei-mayoral-race/
- [2026-09-27] The same analysis states the DPP only fielded Shen as a long-shot by default:
"The DPP finally settled on Shen Pao-yang (沈伯洋), a first-term party list legislator who had never run in, much less won, a district election,"
underscoring Shen's thin electoral resume versus an incumbent with no major scandal. https://frozengarlic.wordpress.com/2026/09/27/ocean-current-hits-taipei-mayoral-race/
- [2026-10-02] Despite the "ocean current" narrative, the Chiang camp itself only concedes a narrowing, not a reversal: a Liberty Times report on KMT internal polling states 有消息指出國民黨內參民調顯示,蔣萬安領先沈伯洋的幅度縮減 ("insiders say KMT internal polling shows Chiang's lead over Shen has shrunk") — still describing a Chiang lead, not a tie or Shen lead, and Chiang declined to signal any change in campaign strategy. https://news.ltn.com.tw/news/politics/breakingnews/5592999
- [2026-09-29] A Taipei research-commission official, 殷瑋, told radio interviewers that the Chiang campaign's own internal polling still shows a double-digit lead over Shen, explicitly contrasting it with the Sept 22 public poll's 1.2-point gap. https://www.worldjournal.com/wj/story/121475/9771614
- [2026-09-22] Within the same near-tied Tai Li-an poll, KMT base loyalty remains intact: 蔣萬安的有96.1%(KMT supporters backing Chiang)versus only 89.4% of DPP supporters backing Shen, and TPP supporters favored Chiang 88.5%, indicating softer in-camp consolidation for Shen even as the topline gap closed. https://tw.news.yahoo.com/%E6%88%B4%E7%AB%8B%E5%AE%89%E4%BF%A1%E6%B0%91%E5%8D%94%E6%9C%83%E5%85%AC%E5%B8%83%E5%8F%B0%E5%8C%97%E5%B8%82%E9%95%B7%E9%81%B8%E8%88%89%E6%B0%91%E8%AA%BF-%E8%94%A3%E8%90%AC%E5%AE%89%E6%94%AF%E6%8C%81%E5%BA%A6417%EF%BC%85%E3%80%81%E6%B2%88%E4%BC%AF%E6%B4%8B405%EF%BC%85-014942378.html
- [2026-09-22] In district-level crosstabs from that same poll, Chiang's strongest district (Xinyi) gave him a 24-point edge (49.3% vs 25.3%) over Shen, while Shen's best district (Shilin) gave him only a 15.2-point edge, suggesting Chiang's floor in blue strongholds remains deeper than Shen's ceiling in his best turf. https://tw.news.yahoo.com/%E6%88%B4%E7%AB%8B%E5%AE%89%E4%BF%A1%E6%B0%91%E5%8D%94%E6%9C%83%E5%85%AC%E5%B8%83%E5%8F%B0%E5%8C%97%E5%B8%82%E9%95%B7%E9%81%B8%E8%88%89%E6%B0%91%E8%AA%BF-%E8%94%A3%E8%90%AC%E5%AE%89%E6%94%AF%E6%8C%81%E5%BA%A6417%EF%BC%85%E3%80%81%E6%B2%88%E4%BC%AF%E6%B4%8B405%EF%BC%85-014942378.html
- [2026-09-25/09-27] A KMT city councilor (Qin Hui-zhu), analyzing the same polls alongside a Japanese Taiwan-politics scholar, projected a final result of roughly Chiang 55% to Shen 43.5%, i.e., a double-digit Chiang win despite the horse-race topline being within the margin of error. https://www.storm.mg/article/11167809
- [2026-09-28] A reader comment thread on the Frozen Garlic post captures an outside skeptic's view that this surge mirrors the failed 2025 recall campaign Shen was prominent in, arguing "Chiang will win this because Taipei is very pro-KMT" even while granting the race has tightened. https://frozengarlic.wordpress.com/2026/09/27/ocean-current-hits-taipei-mayoral-race/
- [2026-05-04/05] An earlier Taiwan Brain Trust poll found a generational structural weakness for Shen that predates the "ocean current" surge: Chiang held 66% support among voters aged 20–29 versus only 17.5% for Shen in the same bracket, the opposite of the usual youth-lean-DPP pattern. https://www.taiwannews.com.tw/news/6356934
- [2026-09-22] Even in the closest scientific poll to date, voters' own meta-expectation strongly favors Chiang's re-election (57.8% expect Chiang to win vs 21.3% for Shen per the Sept 22 survey), a predictive signal that often outperforms raw horse-race numbers and that has not been overturned by any newer poll as of Oct 4. https://www.taipeitimes.com/News/taiwan/archives/2026/09/22/2003864703
- [2026-10-02] As of the most recent reporting, Chiang has not committed to Shen's proposed weekly-debate format and campaign leadership (Chiang's team) is signaling no change in strategy ("選務有既定步調"), suggesting the incumbent is choosing to run out the clock on a lead rather than risk a high-exposure format that helped Shen's polling surge originate from a single viral radio interview. https://news.ltn.com.tw/news/politics/breakingnews/5592999
BOTTOM LINE: Every data point from the Chiang campaign's own internal polling, KMT-aligned analysts, and the structural/historical pattern for KMT incumbent mayors in Taipei (and youth, district, and "who will win" crosstabs within the tightest public poll itself) points to Chiang retaining a lead—shrunk but intact—heading into the final seven weeks, with no post-Sept-22 poll showing Shen ahead.
NOT FOUND: No scientific poll dated after Sept 22, 2026; no confirmed debate date; no reporting of the market's own current price (per instructions); no official KMT internal-poll topline figures (only secondhand sourcing that a double-digit lead persists).
3. Forecasters 5 draws · Opus 5.5 + GPT-6 Astra + GPT-5.6 Sol · plain mean
claude-opus-5-5 · high effort
55% conf
| Yes | 20% |
| No | 80% |
(0) The question is not resolved. The election is on Nov 28, 2026, the CEC source could not be fetched, and no result exists yet. (a) About 8 weeks remain until the vote, and the result will be known that night. (b) If nothing changes, incumbent Chiang Wan-an is favored. Taipei has elected a DPP mayor only once since 1994, and that was through a three-way split. The TPP is not running against Chiang, and KMT incumbents have historically won re-election 56-64%. (c) NO scenario: Chiang's shrunken but intact lead holds. KMT internal polls still reportedly show a double-digit lead. He avoids risky debates, and the drug-policy attack line plus the strong blue base in districts like Xinyi deliver a comfortable win. Voters' own expectations in the Sept 22 poll favor Chiang 57.8% to 21.3%. (d) YES scenario: Shen's 'ocean current' momentum is real and converts to turnout among 20-49-year-olds. That momentum shows in the 41.7-40.5 Sept 22 poll, an online tracker putting Shen up 50.1-41.4, a positive net favorability, and Chiang's sugarcane gaffe. Further incumbent missteps or a strong debate showing could then flip the race. The Sept 22 poll comes from a DPP-leaning pollster, and the tracker is non-random, so I discount both. I anchor on the Polymarket price of ~20.7%, which has already risen 13 points in 30 days to reflect this momentum. The research shows nothing the market hasn't priced, so I stay near the anchor at 20%.
claude-opus-5-5 · high effort
50% conf
| Yes | 20% |
| No | 80% |
(0) Not resolved: the election is Nov 28, 2026, and Shen must out-poll incumbent Chiang Wan-an and be certified. (a) About 8 weeks remain. (b) Status quo favors Chiang: KMT internal polling reportedly shows a shrunk but intact lead, his camp claims double digits, and 57.8% of voters expect Chiang to win vs 21.3% for Shen even in the near-tie Sept 22 poll. The DPP has won 1 of 8 Taipei mayoral races, and that win relied on a three-way split absent this year; past KMT incumbents won 56-44 and 64-36. (c) NO: the DPP-leaning Taipei Trust in Democracy poll (41.7 vs 40.5) overstates Shen, KMT and TPP voters consolidate, and the drug-policy attack blunts his momentum, so Chiang wins by 5-10+. (d) YES: the 'ocean current' surge persists, the sugarcane gaffe and debate-dodging erode Chiang's net-negative favorability, and Shen's Oct 11-Nov 17 district tour mobilizes 20-49-year-olds for a narrow win. The market sits at 20.7%, up 13 points in 30 days, already pricing the tightening; Kalshi was about 23% in late September. The online tracker showing Shen ahead is non-random, so I find no strong unpriced edge and hold near the anchor.
gpt-6-astra · high effort
56% conf
| Yes | 21% |
| No | 79% |
Nothing supplied documents a completed election or makes a Shen victory impossible; the failed CEC database fetch limits official verification but is not evidence against his candidacy. There are 55 days until the November 28 election, with trading closing November 29; Shen must become the next elected mayor according to credible-reporting consensus, or CEC results if ambiguous, before the June 30, 2027, 11:59 PM ET fallback deadline, after which an unknown result resolves to Other rather than a Shen win. I retain Polymarket's live 20.7% YES anchor because the research establishes no reliable informational advantage over that price. If underlying electoral conditions do not change, Chiang remains the likelier winner given incumbency, Taipei's historical non-DPP lean, and the TPP's pledge not to oppose KMT incumbents (Taipei Times, May 12). The strongest counterevidence is the September 22 telephone/mobile survey showing Chiang at 41.7% and Shen at 40.5%, but its partisan composition is disputed, and repeated coverage does not substitute for an independent confirming survey. I heavily discount both September's Yahoo opt-in poll favoring Chiang and the reported October 4 Next Apple online lead for Shen, while treating both campaigns' internal polling claims cautiously. NO results if Chiang maintains consolidated KMT/TPP support and stronger older-voter turnout while Shen's online enthusiasm fails to produce sufficient votes. YES results if the near-tie survey reflects genuine underlying support and Shen's October–November organizing converts younger-voter enthusiasm and incumbent missteps into a winning plurality recognized by the resolution sources.
gpt-6-astra · high effort
58% conf
| Yes | 21% |
| No | 79% |
No supplied source documents a winner or makes Shen's victory impossible; the CEC database fetch failed, so official verification is unavailable, and resolution depends on credible reporting or, if ambiguous, CEC results. There are 55 days until the November 28 election and 56 until trading closes, with approximately 269 days until the June 30, 2027, 11:59 PM ET result deadline, after which an unresolved election selects Other rather than Shen. I retain Polymarket's live 20.7% YES anchor because the research supplies no reliably unpriced evidence warranting a departure. If current political alignments persist, the status-quo outcome is No: Chiang benefits from incumbency, Taipei's historical KMT advantage, and the absence of a TPP challenger splitting his coalition (Taipei Times, May 12). A concrete NO scenario is that the September near-tie overstates Shen's support and stronger older-voter and KMT/TPP turnout delivers Chiang victory, consistent with—but not established by—his campaign's secondhand double-digit-lead claim (World Journal, September 29). YES requires the September 22 scientific poll showing Chiang at 41.7% and Shen at 40.5% to reflect genuine competitiveness, followed by Shen's October–November organizing converting younger supporters and undecideds into a winning plurality. I discount the conflicting self-selected online polls, partisan internal figures, and winner-expectation responses rather than treating them as independent confirmations of voting intentions, while repeated reporting of the September survey does not constitute replication. The lack of a newer independent scientific poll limits confidence, and delayed or disputed recognition by the reporting/CEC resolution sources remains a small additional risk to YES.
gpt-5.6-sol · high effort
59% conf
| Yes | 22% |
| No | 78% |
(0) The resolving condition has not been met: the election has not occurred, the CEC page could not be accessed, and current reporting only documents candidate registration and polling; Shen must win the November 28 election and have that result established by June 30, 2027. (a) There are 55 days until election day and 56 days until trading closes, leaving meaningful time for campaigning, debates, or new controversies. (b) If the race does not materially change, incumbent Chiang Wan-an wins, consistent with Taipei's strong KMT history, reported KMT internal leads, and the September 22 poll's 57.8%–21.3% voter expectation advantage for Chiang. (c) A NO scenario is that KMT voters remain highly consolidated, TPP supporters overwhelmingly back Chiang, and Shen's recent momentum fails to overcome the incumbent and partisan baseline. (d) A YES scenario is that the scientific poll showing only a 41.7%–40.5% Chiang lead is broadly accurate and Shen's youth support, field campaign, and Chiang's campaign missteps produce a late turnout-driven upset. I anchor on Polymarket's 20.7% YES price and move only slightly higher to 22% because the near-tied scientific poll provides real upside, while discounting partisan internal data and non-random online polls amid large methodological disagreement.
4. Final plain mean of 5 draws
21%
(56% confidence)
Yes: 21%
No: 79%
Mean of 5 draws (0.20, 0.20, 0.21, 0.21, 0.22). (0) The question is not resolved. The election is on Nov 28, 2026, the CEC source could not be fetched, and no result exists yet. (a) About 8 weeks remain until the vote, and the result will be known that night. (b) If nothing changes, incumbent Chiang Wan-an is favored. Taipei has elected a DPP mayor only once since 1994, and that was through a three-way split. The TPP is not running against Chiang, and KMT incumbents have historically won re-election 56-64%. (c) NO scenario: Chiang's shrunken but intact lead holds. KMT internal polls still reportedly show a double-digit lead. He avoids risky debates, and the drug-policy attack line plus the strong blue base in districts like Xinyi deliver a comfortable win. Voters' own expectations in the Sept 22 poll favor Chiang 57.8% to 21.3%. (d) YES scenario: Shen's 'ocean current' momentum is real and converts to turnout among 20-49-year-olds. That momentum shows in the 41.7-40.5 Sept 22 poll, an online tracker putting Shen up 50.1-41.4, a positive net favorability, and Chiang's sugarcane gaffe. Further incumbent missteps or a strong debate showing could then flip the race. The Sept 22 poll comes from a DPP-leaning pollster, and the tracker is non-random, so I discount both. I anchor on the Polymarket price of ~20.7%, which has already risen 13 points in 30 days to reflect this momentum. The research shows nothing the market hasn't priced, so I stay near the anchor at 20%.
Pipeline Timing
Total pipeline time: 117.0s
Per-tool research timings shown in the Research section above.