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Will the number of ICE removals be above 500000 in FY2026? — Above 500,000
10%
Agent
12%
Market Price
-1.6%
Edge
63%
Confidence
57,176
Volume
4.0c
Spread
87
Days to resolution
6
Markets in event
final rationale
Mean of 5 draws (0.10, 0.08, 0.12, 0.12, 0.10). (0) Resolution check: the resolution source (ice.gov/statistics) returned HTTP 403, and no official FY2026 year-end total was found. The latest confirmed figure is 356,389 FYTD removals as of mid-July 2026, so the condition is not shown as met. (a) FY2026 ended Sept 30, 2026, so the outcome is already fixed in the data. What remains is ICE publishing complete figures before the market closes on 2027-01-01, likely in October to December. (b) Status quo: Reuters-sourced reporting puts removals at a steady ~1,200/day through August despite record arrests. That adds roughly 95-120K to the July figure, for a total of about 450-480K. Independent trackers project 430K-460K, all below 500K. (c) NO scenario: final ICE data shows a record of around 460-480K, above FY2013's 438K but short of 500K. (d) YES scenario: September flights surged on new capacity (the Akron hub and resumed third-country removals), the mid-July figure actually covered an earlier cutoff, or ICE's final consolidated dataset counts more broadly. Deportation Data Project releases have revised removal totals by 100K+, so the methodology risk is real. Clearing 500K would need roughly 1,700+/day over the final ~80 days, which no reported pace supports. The Kalshi market sits at 12% after a +7-point weekly move, possibly reflecting some unseen data or speculation. I shade slightly below it, to 10%, given the consistent sub-500K arithmetic but meaningful uncertainty about data revisions and the resolution source's exact metric.
price vs. prediction
market price
agent forecast at t+0
13 follow-ups
1. Planner Opus 5.5 · picks the research tools
Tools chosen:
kalshi_direct
resolution_source
kalshi_related
polymarket_related
article_search
Planner reasoning
FY2026 ended Sept 30, 2026, so the outcome depends on ICE's published removal statistics, specifically the ICE Statistics page and the DHS/ICE annual report. Kalshi's direct price is the anchor, and sibling strike markets in the same series give the implied distribution. Polymarket gives an independent crowd, and one targeted search looks for the latest official cumulative FY2026 removal figure.
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
- kalshi_direct: ## This Market's Kalshi Data **Above 500,000** (KXDEPORTATIONS-27JAN01-T500000) - Current price (probability): 12.00% (live; bid 8% / ask 12%) - Last daily close (2026-10-05): 11.00% - 7-day price change: +7.00% - 30-day price change: +4.50% - Average daily volume: 428 contracts - Price range: 1.30% - 44.00% - Data points: 110 days
- resolution_source (failed): https://www.ice.gov/statistics: HTTP 403; https://www.ice.gov/detain/detention-management: HTTP 403
- kalshi_related: 1 related markets / summaries. series KXDEPORTATIONS: 0 markets (skipped 6 no-signal) | keyword 'ICE removals': ok | keyword 'deportations': no matches
- polymarket_related: Polymarket search over 2 keyword(s), kept 3 matches. keyword 'deportations 2026': 2 markets | keyword 'ICE removals': 1 markets
- article_search: Fetched 9 unique articles across 2 queries (lookback=60d). 'ICE removals fiscal year 2026 total official figure': 8 articles | 'DHS deportations FY2026 number released': 8 articles
Research loops, bottom lines
- current state: As of the most recent confirmed ICE data (mid-July 2026, ~356,000 FYTD removals at a daily pace of ~1,260-1,500/day), straight-line extrapolation to September 30, 2026 puts FY2026 total removals in the roughly 450,000-480,000 range — above FY2025's record 319,980 and likely above the Obama-era FY2013 peak of 438,421, but below the 500,000 threshold in this market, consistent with analysts' own ~460,000 full-year projection.
- base rate: No fiscal year in ICE's modern record (FY2014–FY2025) has ever reached 500,000 removals, and current FY2026 pace (~356K through July, roughly 1,200-1,300/day) extrapolates to approximately 420,000–460,000 for the full year — likely a new all-time record but still below the 500,000 threshold absent a further sharp acceleration in the final two months.
- yes case: The strongest YES path is not a change in ICE's narrowly-defined daily removal pace (still ~1,100-1,200/day per most recent trackers) but (1) a late-FY capacity unlock — new aircraft, a new Ohio flight hub, and a Supreme Court-cleared resumption of third-country removals — colliding with a swelling arrest/court-order backlog (741,870 judicial removal orders through August, record 43K-51K monthly ICE arrests June-August) that ICE could draw down in a year-end surge; and (2) the real possibility t
- no case: The most recent confirmed pace data (Reuters-sourced, through August 2026) shows removals holding steady at ~1,200/day despite record arrests, and a DHS-specific shutdown since mid-February 2026 has added operational friction; straight-line arithmetic from the last confirmed FYTD figure (356,389 as of mid-July) to FY-end yields roughly 450,000–460,000, consistent with independent trackers' ~430,000–460,000 projections and well under the 500,000 threshold, with no fiscal year in ICE's history eve
tools
| tool | status | time | items | summary |
|---|---|---|---|---|
| kalshi_direct | OK | 0.2s | 1 | ## This Market's Kalshi Data **Above 500,000** (KXDEPORTATIONS-27JAN01-T500000) - Current price (probability): 12.00% (live; bid 8% / ask 12%) - Last daily close (2026-10-05): 11.00% - 7-day price change: +7.00% - 30-day price change: +4.50% - Average daily volume: 428 contracts - Price range: 1.30 |
| resolution_source | FAILED | 0.4s | 1 | https://www.ice.gov/statistics: HTTP 403; https://www.ice.gov/detain/detention-management: HTTP 403 |
| kalshi_related | OK | 3.5s | 1 | 1 related markets / summaries. series KXDEPORTATIONS: 0 markets (skipped 6 no-signal) | keyword 'ICE removals': ok | keyword 'deportations': no matches |
| polymarket_related | OK | 0.7s | 3 | Polymarket search over 2 keyword(s), kept 3 matches. keyword 'deportations 2026': 2 markets | keyword 'ICE removals': 1 markets |
| article_search | OK | 0.4s | 9 | Fetched 9 unique articles across 2 queries (lookback=60d). 'ICE removals fiscal year 2026 total official figure': 8 articles | 'DHS deportations FY2026 number released': 8 articles |
research loops
·
4/4 ok ·
20 searches ·
9 page reads
| dimension | status | time | searches | page reads | report |
|---|---|---|---|---|---|
| current state | OK | 39s | 7 | 2 | 5049 chars |
| base rate | OK | 39s | 3 | 2 | 4696 chars |
| yes case | OK | 66s | 5 | 3 | 6034 chars |
| no case | OK | 52s | 5 | 2 | 6160 chars |
report: current state
- [2026-07-11] ICE's biweekly detention/removal data (posted ~mid-July 2026)
showed more than 350,000 individuals removed so far in fiscal year 2026, with the total number of deportations reaching 356,389
, with
two and a half months to go in the current fiscal year, which ends Sept. 30
. https://abcnews.com/Politics/ice-350000-individuals-removed-fiscal-year-2026/story?id=134948878
- [2026-04-04] Independent analysis of ICE's own biweekly spreadsheets found
at the current daily pace of 1,266 per day, FY2026 is on track to exceed 460,000 removals for the full year, nearly 45% more than FY2025 and 85% more than FY2024
. https://austinkocher.substack.com/p/ice-detention-and-deportation-by
- [2026-04-04] Through the first half of the fiscal year,
through the first six months of FY2026 (October 1, 2025 through April 4, 2026), ICE has carried out 234,236 removals, compared to 134,500 at the same point in FY2025
. https://austinkocher.substack.com/p/ice-detention-and-deportation-by
- [2026-07-23] A report summarizing ICE's mid-July data noted
at the current pace, ICE is on track to significantly exceed the total for all of fiscal year 2025, which ended with 319,980 removals, meaning this year's total had already surpassed last year's full year number with weeks still to go
, and
removals are on track to exceed the total set by the Obama administration in FY2013 (438,421), comfortably clearing that mark if the daily average holds through September
. https://afnewsofficial.substack.com/p/the-new-ice-numbers-are-turning-heads-ffa
- [2026-07-11] TRAC confirms ICE held
65,765 in detention according to data current as of July 11, 2026
, consistent with the ERO biweekly removal data release of the same period. https://tracreports.org/immigration/quickfacts/
- [2026-08-24] The Deportation Data Project reported it had
released ICE data updated through August 6, 2026, including every ICE encounter, detainer request, arrest, book-in to detention, and removal between October 1, 2022 and August 6, 2026
, but public write-ups since have not posted a new FYTD removals headline figure beyond the ~356K July figure.
- [2026-09-27] The ICE-tracking database icetracking.org, last updated September 27, 2026, reported
the Trump administration arrested and deported a record number of immigrants in July, apprehending an average of 1,500 people and removing 1,100 people daily
, suggesting the removal pace held in the 1,100-1,500/day range into Q4 FY2026.
- [2026-09-09 to 2026-09-28] ICE's official newsroom continued posting near-daily enforcement/removal press releases through late September 2026 (e.g., large multi-state operations in Indiana and Florida and individual removal case announcements), indicating sustained but not obviously accelerating operational tempo heading into FY-end. https://www.ice.gov/newsroom
- [2025-12 (budget doc)] ICE's own FY2026 congressional budget justification set an official target of
1,000,000 removals per year and 100,000 detention beds
— a goal that, based on observed pace, is roughly 2x what the agency is actually on track to achieve in FY2026. https://www.dhs.gov/sites/default/files/2025-06/25_0613_ice_fy26-congressional-budget-justificatin.pdf
- [2026-04-04] Analyst projections based on ICE's own data explicitly state
FY2026 is on pace for roughly 460,000 ICE removals at the current daily rate, less than half the official goal of 1 million
, a figure below the 500,000 threshold in this market. https://austinkocher.substack.com/p/ice-detention-and-deportation-by
- [2026-09 (ongoing)] FY2026 ends September 30, 2026, and ICE has a documented pattern of a 6+ week publication gap around fiscal year-end/start (as seen with the Oct 2025–April 2026 gap of 56 days), meaning official "locked" FY2026 year-end totals are likely to first appear in ICE's FY2026 annual report or biweekly spreadsheet sometime in October–November 2026, per
ICE's pattern of getting busy with year-end reporting in late September/early October, with no new biweekly data for roughly six weeks between the last September release and the first release of the next fiscal year
. https://austinkocher.substack.com/p/ice-detention-and-deportation-by
BOTTOM LINE: As of the most recent confirmed ICE data (mid-July 2026, ~356,000 FYTD removals at a daily pace of ~1,260-1,500/day), straight-line extrapolation to September 30, 2026 puts FY2026 total removals in the roughly 450,000-480,000 range — above FY2025's record 319,980 and likely above the Obama-era FY2013 peak of 438,421, but below the 500,000 threshold in this market, consistent with analysts' own ~460,000 full-year projection.
NOT FOUND: An official ICE "locked" FY2026 year-end removal total (expected to be released by ICE in its FY2026 annual report, typically some weeks after September 30 close, likely October-December 2026) was not available as of this research; no FYTD removal figure newer than the mid-July 2026 (~356,389) data point was found despite ICE data releases continuing through August/September 2026.
report: base rate
- [2026-09-02 (data through July 2026)] ICE's own published biweekly statistics show
356K removals FYTD in FY2026 — on pace to break Obama-era record.
https://www.openimmigration.us/enforcement
- [2026-07-23] Commentary citing ICE data notes
this year's removals are on track to exceed the total set by the Obama administration back in fiscal year 2013, when 438,421 people were deported, and if ICE maintains its current daily average through the end of September, it will comfortably clear that mark and set a new modern era record.
https://afnewsofficial.substack.com/p/the-new-ice-numbers-are-turning-heads-ffa
- [2026-04-15] Independent analyst Austin Kocher calculated that
at the current daily pace of 1,266 per day, FY2026 is on track to exceed 460,000 removals for the full year, nearly 45% more than FY2025 and 85% more than FY2024.
https://austinkocher.substack.com/p/ice-detention-and-deportation-by
- [2026-04-15] Even amid the administration's own rhetoric, Kocher noted
the Trump administration's stated goal is 1 million removals per year… FY2026 is on pace for roughly 460,000 ICE removals at the current daily rate, less than half the official goal.
https://austinkocher.substack.com/p/ice-detention-and-deportation-by
- [2026 historical reference class] Fiscal-year ICE removal totals since FY2014 never exceeded roughly 320K before FY2026:
Total Removals since FY2014: 2.95M; Peak (FY2025): 319,980; Low (FY2021): 59,011; FY2026 FYTD: 356,389.
https://www.openimmigration.us/enforcement
- [base rate table] Year-by-year ICE removals: FY2014 315,943; FY2015 235,413; FY2016 240,255; FY2017 226,119; FY2018 256,085; FY2019 267,258; FY2020 185,884; FY2021 59,011; FY2022 72,177; FY2023 142,580; FY2024 271,484; FY2025 319,980 — in this 12-year reference class, zero years exceeded 500,000, and even the oft-cited "Obama-era record" of 438,421 (FY2013) never cleared that mark. https://www.openimmigration.us/enforcement
- [2025-11-20 approx.] TRAC Immigration's independent tabulation diverges from ICE/DHS press claims and found far lower administration-period totals, e.g.
the total reported number of removals during the Trump administration is just 290,603… just 7 percent more than were removed in FY 2024 during the last full year of the Biden administration despite the enormous increase in resources.
https://tracreports.org/reports/767/
- [2025-12] A separate Austin Kocher analysis cautioned that headline DHS claims are inflated relative to ICE's own removal spreadsheet:
based on ICE data alone, ICE ERO only deported 21% more people in FY 2025 (329,018) compared to FY 2024 (271,480) under the Biden administration.
https://austinkocher.substack.com/p/dhs-claims-603000-deportations-but
- [2026-02/09] Data-reliability researchers (Deportation Data Project, UCLA/Berkeley) flagged major inconsistencies between ICE data releases, noting
the Oct. dataset records 656,436 removals, and the previous dataset ending in Jul. counted 528,441,
underscoring that even "final" FY2025 removal totals have been revised by over 100,000 between releases — a caution for how FY2026's eventual "complete" total may also be revised. https://deportationdata.org/news/2026-02-17-update-ICE-removals.html
- [2026-09-10] ICE's own press release confirms data collection is ongoing and granular (hub-level, not just national), e.g.,
FY 2026 ICE Air Hub Removal Statistics (as of July 7, 2026): Alexandria, Louisiana: 99,796 removals (30% increase from FY 2025).
https://www.ice.gov/news/releases/ice-marks-100000th-removal-fiscal-year-2026-louisiana-0
- [extrapolation] Using the ~1,170-1,290/day pace sustained since mid-FY2026 and the 356,389 cumulative through ~July 20, simple linear extrapolation to Sept 30 yields a full-year total in roughly the 420,000–460,000 range — above the historical ICE peak (438,421 in FY2013) but well short of 500,000.
BOTTOM LINE: No fiscal year in ICE's modern record (FY2014–FY2025) has ever reached 500,000 removals, and current FY2026 pace (~356K through July, roughly 1,200-1,300/day) extrapolates to approximately 420,000–460,000 for the full year — likely a new all-time record but still below the 500,000 threshold absent a further sharp acceleration in the final two months.
NOT FOUND: No official ICE/DHS year-end FY2026 total (fiscal year not yet closed as of report date relative to data availability); no independent forecaster, pollster, or betting-market consensus specifically estimating P(>500,000) could be located; exact historical FY2012/FY2013 "record" figures vary slightly by source (period reports cite 409,849 and 438,421) and were not independently verified via a primary ICE annual report in this search.
report: yes case
YES means: ICE's reported FY2026 removal count (Oct 1, 2025–Sept 30, 2026), once "complete data" is posted, comes in above 500,000.
- [2026-09-25] Political Wire/NYT reporting on "the record summer ICE surge" found
arrests by Immigration and Customs Enforcement this summer soared to record highs — with 43,000 in June, more than 49,000 in July and nearly 51,000 in August
, showing an accelerating arrest pipeline feeding into detention and removal in the final quarter of FY2026. https://politicalwire.com/2026/09/25/inside-the-record-summer-ice-surge/
- [2026-09-27 (data through Aug 2026)] TRAC's Immigration Court tracker shows
through August 2026, immigration judges have issued removal and voluntary departure orders in 83.5% of completed cases, totaling 741,870 deportation orders
, with
77,234 removal orders issued in August 2026 alone
— a huge, still-growing stock of executable court orders ICE can act against in the FY's final weeks. https://tracreports.org/immigration/quickfacts/eoir.html
- [2026-09-17] Reuters-sourced reporting (via Davis Vanguard) confirms the arrest surge was real but notes the removal bottleneck was explicitly "logistical" — citing
the Trump administration signed an agreement last year to purchase six Boeing 737 aircraft for deportation operations… those planes were still undergoing Federal Aviation Administration checks and have not yet entered service
, meaning added lift capacity coming online late in the fiscal year could still push removals higher before the Sept 30 cutoff.
- [2026-09-24] A new deportation-flight hub opened in Ohio just before FY-end: Akron-Canton airport saw
total landings had risen to 167 since ICE moved deportation flights to Akron-Canton from Youngstown-Warren Regional Airport, which partially closed its longest runway for repairs
, with planes
often from a major ICE prison and deportation center in Alexandria, Louisiana
— concrete evidence of expanding physical removal throughput in the September crunch period.
- [2026-09-30] The Supreme Court
cleared the way for the Trump administration to restart its "third-country removal" scheme
just before FY-end, removing a legal block that had paused flights to third countries like Rwanda, Burundi, and the Central African Republic, per Intercept reporting the same week. https://theintercept.com/2026/09/29/ice-third-country-deportation-flights
- [2026-09-14] Reuters (via Davis Vanguard) notes the arrest-removal gap itself reflects pressure, not capacity limits, reporting
current and former officials told Reuters that immigration officers have faced pressure from the White House to reach a goal of 3,000 arrests per day
— political pressure for volume that extends to removals as FY-end nears and the administration seeks to tout a record year.
- [2026-09-14] The same Reuters data shows the funnel is deepening, not slowing:
the number of people arrested in August was approximately 19,000 higher than in May
, so even with flat daily removal rates, the expanding arrest/detention stock creates more removable individuals for the final FY weeks and carryover into reporting lags.
- [2026 (ongoing)] DHS's own public messaging has repeatedly claimed cumulative "deportation" totals well above ICE ERO's narrower removal figure — e.g., officials touting
more than 515,000 people who have been deported since the president took office
and later
more than two million illegal aliens have left the U.S., including 1.6 million who voluntarily self-deported, as well as the over 515,000 deportations
— showing the administration's preferred counting convention (which can blend expedited removals, CBP returns, and other categories) tends to run far higher than TRAC/analyst recalculations, and if DHS's FY2026 "complete" report leans on this broader methodology, a headline number crossing 500,000 is plausible even if ICE ERO's narrowest removal-only tally does not.
- [2026-09-14] Underscoring that the public "356K through mid-July" baseline used by most trend extrapolations is already stale, NewsNation reporting states
more than 356,000 deportations have taken place so far in fiscal year 2026, which runs through July 11 and does not include the past month when ICE arrest numbers continued to remain at record levels
— meaning two and a half additional months of record-high arrest-driven activity (Aug, Sept) are not yet reflected in any confirmed removals figure.
- [2026-09-29] DHS/ICE pressed ahead with contested removals despite litigation risk, with reporting that
DHS scheduled a flight to deport migrants involved in a class-action lawsuit… to Burundi, Rwanda, and the Central African Republic
, and an ICE jet flew to two African countries even after a circuit court ruling against the scheme — evidence the agency is willing to push volume through legally contested channels right up to FY-end rather than pause for compliance.
BOTTOM LINE: The strongest YES path is not a change in ICE's narrowly-defined daily removal pace (still ~1,100-1,200/day per most recent trackers) but (1) a late-FY capacity unlock — new aircraft, a new Ohio flight hub, and a Supreme Court-cleared resumption of third-country removals — colliding with a swelling arrest/court-order backlog (741,870 judicial removal orders through August, record 43K-51K monthly ICE arrests June-August) that ICE could draw down in a year-end surge; and (2) the real possibility that DHS's "complete" FY2026 reporting uses the administration's historically broader counting convention (which has produced headline figures like 515,000+ "deportations") rather than ICE ERO's narrower removals-only metric that analysts have used to project ~450-480K.
NOT FOUND: No confirmed ICE biweekly data point newer than the July data (~356,389) was located despite searching; no official August/September FYTD removal figure or FY2026 year-end "locked" total has yet been published; no primary-source accounting of how many of the record June-August arrests have since been converted into actual removals.
report: no case
YES means: ICE's completed FY2026 (Oct 1, 2025–Sep 30, 2026) removal total, once "complete data is available," is counted by the agency as exceeding 500,000.
- [2026-09-17] Reuters data reviewed by Davis Vanguard/Newsweek show that even as ICE arrests hit a third straight monthly record (~51,000 in August),
daily deportation rates remained largely consistent at approximately 1,200, a disparity attributed to pending legal claims, the absence of final removal orders, and logistical limitations in transportation
, confirming the removal pace did not accelerate into Q4 FY2026.
- [2026-09-17] The same Reuters-sourced reporting explicitly notes the arrest-removal gap is widening, not narrowing:
the number of people arrested in August was approximately 19,000 higher than in May, even though the average daily deportations were similar during the two months
— i.e., months of surging enforcement activity have not translated into a commensurate removals acceleration.
- [2026-09-20 approx.] A separate write-up of the same data states
deportations have not increased at the same rate… removals have remained relatively steady at 1,200 per day, despite the sharp increase in arrests
, pointing to court backlogs and lack of final removal orders as structural, not temporary, bottlenecks.
- [2026-09-17] Mechanism cited for the stall:
the immigration enforcement process moves through several stages: arrest, detention, immigration proceedings, removal order, and then physical transportation to the receiving country. A bottleneck at any stage affects the final removal count
, and
pending asylum and other legal claims can delay removal in many cases… some nations have at times refused or delayed acceptance of deportees
.
- [~2026-08-27] A DHS-specific government shutdown began in mid-February 2026 arising from a congressional standoff over ICE/CBP conduct reforms following the January 2026 Minnesota shootings; per a House member's shutdown explainer,
this DHS shutdown is happening due to disagreements on ICE/CBP reforms…Congress extended funding for DHS until February 13, 2026 to negotiate sufficient reforms…Congress was unable to agree on a compromise, and as a result DHS is now shut down
— a disruption to normal DHS operations layered on top of the FY2026 enforcement push that the earlier ~460K pace-based projections did not price in.
- [~2026-08-27] Even under that shutdown, ICE removal operations were designated essential and continued, but
non-essential DHS functions are suspended and non-essential DHS employees are furloughed without pay. Many DHS contracts will be suspended, which will likely force private companies that do business with DHS may have to furlough their employees as well
— plausibly contributing to the transportation/logistics bottlenecks cited by Reuters for the August removals stall.
- [2026-09 (undated, ~48 days old)] USAFacts' independent tracker, using ICE's own early-FY2026 data (Oct 2025–Jan 2026), projected
between October 2025 and January 2026, ICE removed 144,378 individuals; on pace to reach over 430,000 total removals by the end of FY 2026
— a lower full-year projection than the 460K figure cited by other analysts, underscoring that multiple independent trackers cluster well under 500,000.
- [Arithmetic, based on confirmed mid-July 356,389 FYTD figure] With roughly 81 days left in FY2026 after the mid-July data point and a confirmed, steady ~1,200/day pace through August (not the earlier 1,260-1,500/day range), the added removals for the remainder of the year are only ~97,000, implying a full-year total near 453,000–460,000 — comfortably below the 500,000 threshold even before accounting for the typical year-end reporting slowdown.
- [2026-07-15] ICE itself has a documented recent pattern of delayed and incomplete data releases blamed on shutdowns, with the agency's spokesperson stating in mid-July that
the agency blames government shutdowns for the delay, despite billions in new funding… An ICE spokesperson blamed a series of government shutdowns for what the agency described as a delay in publishing the data… "ICE is working diligently to the report [sic] and corresponding data out as soon as possible,"
which both evidences operational friction and raises the risk that the "complete data" required for resolution may not even clearly show removals exceeding 500,000 by the time it's finalized.
- [Historical base rate, reconfirmed] Across FY2014–FY2025, no fiscal year has ever reached even 440,000 removals (FY2025 peak 319,980; cited by multiple sources above), meaning a jump to above 500,000 in FY2026 would require an unprecedented ~57%+ single-year surge beyond any prior record, a bar the current steady ~1,200/day pace does not clear.
- [Resolution-technicality note] The market's own rule that it "will resolve once complete data is available for FY2026" invites a multi-week-to-multi-month lag (ICE's historical ~6-week September–October reporting gap, as already flagged by colleagues) during which no updated FYTD figure beyond the stale mid-July ~356K print has been found in this search, reinforcing that the most recent hard numbers available point to a sub-500,000 outcome.
BOTTOM LINE: The most recent confirmed pace data (Reuters-sourced, through August 2026) shows removals holding steady at ~1,200/day despite record arrests, and a DHS-specific shutdown since mid-February 2026 has added operational friction; straight-line arithmetic from the last confirmed FYTD figure (356,389 as of mid-July) to FY-end yields roughly 450,000–460,000, consistent with independent trackers' ~430,000–460,000 projections and well under the 500,000 threshold, with no fiscal year in ICE's history ever having reached that level.
NOT FOUND: No ICE/DHS biweekly data release newer than the mid-July 2026 (~356,389 FYTD) figure was located despite searching through early October 2026; no official "locked" FY2026 year-end total; no explicit confirmation of exact removal-pace figures for September 2026 (only August's ~1,200/day via Reuters); no primary-source detail on how much the February–2026 DHS shutdown specifically reduced removal throughput.
3. Forecasters 5 draws · Opus 5.5 + GPT-6 Astra + GPT-5.6 Sol · plain mean
claude-opus-5-5 · high effort
62% conf
| Yes | 10% |
| No | 90% |
(0) Resolution check: the resolution source (ice.gov/statistics) returned HTTP 403, and no official FY2026 year-end total was found. The latest confirmed figure is 356,389 FYTD removals as of mid-July 2026, so the condition is not shown as met. (a) FY2026 ended Sept 30, 2026, so the outcome is already fixed in the data. What remains is ICE publishing complete figures before the market closes on 2027-01-01, likely in October to December. (b) Status quo: Reuters-sourced reporting puts removals at a steady ~1,200/day through August despite record arrests. That adds roughly 95-120K to the July figure, for a total of about 450-480K. Independent trackers project 430K-460K, all below 500K. (c) NO scenario: final ICE data shows a record of around 460-480K, above FY2013's 438K but short of 500K. (d) YES scenario: September flights surged on new capacity (the Akron hub and resumed third-country removals), the mid-July figure actually covered an earlier cutoff, or ICE's final consolidated dataset counts more broadly. Deportation Data Project releases have revised removal totals by 100K+, so the methodology risk is real. Clearing 500K would need roughly 1,700+/day over the final ~80 days, which no reported pace supports. The Kalshi market sits at 12% after a +7-point weekly move, possibly reflecting some unseen data or speculation. I shade slightly below it, to 10%, given the consistent sub-500K arithmetic but meaningful uncertainty about data revisions and the resolution source's exact metric.
claude-opus-5-5 · high effort
68% conf
| Yes | 8% |
| No | 92% |
(0) Not resolved. FY2026 ended September 30, but ICE has not published a complete year-end figure, and the resolution source (ice.gov/statistics) returned a 403. The latest confirmed ICE count is 356,389 removals through about July 11, 2026. (a) The fiscal year is over. Resolution now depends on the complete FY2026 data, likely published October–December 2026, before the January 1, 2027 close. (b) Status quo: Reuters-sourced data show removals steady at about 1,200/day through August despite record arrests. Straight-line arithmetic from 356K gives roughly 450–465K. Independent trackers agree: Kocher projects about 460K and USAFacts about 430K. No prior ICE fiscal year has exceeded about 440K. (c) NO: ICE's year-end ERO spreadsheet shows about 450–480K, a record but below 500K. This is the most likely path. (d) YES: either a big unseen late-FY surge or a reporting change. The surge would come from new aircraft, the Ohio hub and resumed third-country flights, and would need about 1,780/day from mid-July. The reporting change would be ICE or Kalshi counting a broader metric, such as DHS's headline deportation totals, or a data revision of the kind the Deportation Data Project documented, where totals moved by 100K+ between releases. The Kalshi anchor is 12% (bid 8%) and rose 7 points in a week, which may reflect news I can't see. Even so, the arithmetic gap is large, so I shade slightly below the market. I keep meaningful weight on definitional and revision risk.
gpt-6-astra · high effort
59% conf
| Yes | 12% |
| No | 88% |
No complete FY2026 tally was found, and the ICE resolution-source pages returned HTTP 403, so neither outcome is documented as resolved. FY2026 ended September 30, five days ago, leaving no time for additional qualifying removals; trading closes in about 88 days, but settlement explicitly awaits complete FY2026 data. I retain Kalshi's 12% Yes anchor (8% bid/12% ask), because the research provides no verified, clearly unpriced evidence warranting a departure. ABC's July-data report gives 356,389 removals through July 11, requiring roughly 1,773 daily over the remaining 81 days to exceed 500,000, versus approximately 1,200 daily through August in September 17 Reuters-derived reporting. If that pace and counting definition held, the status quo and central No scenario are a final tally around 454,000; publication delays postpone settlement rather than themselves produce No. The supplied FY2014–FY2025 series also never exceeds 500,000, although substantially expanded enforcement limits its predictive value. Yes requires the eventual release to reveal an already-completed late-year surge or substantial upward revisions to qualifying ICE removals; record arrests, court orders, and aircraft awaiting service do not establish that this happened. CNN's September 10 report of DHS's 985,000 administration-period deportation claim uses a broader period and agency scope than this contract, while inaccessible primary data, missing September counts, and inconsistent secondary revision claims leave meaningful reporting and classification uncertainty.
gpt-6-astra · high effort
58% conf
| Yes | 12% |
| No | 88% |
I retain Kalshi's current 12% Yes anchor (8% bid/12% ask), because the research provides no verified newer official tally establishing a clear informational edge. Neither outcome is documented: ICE's statistics pages returned HTTP 403, and the latest usable cumulative figure is ABC's report of 356,389 removals through July 11, not complete FY2026 data. FY2026 ended September 30, five days ago, so no operational time remains; January 1 is the trading close, while resolution awaits complete fiscal-year reporting. The status-quo projection and principal No scenario are that the roughly 1,200 daily removals described in September 17 Reuters-sourced reporting persisted, producing approximately 454,000 for the year despite rising arrests. Exceeding 500,000 required roughly 1,773 daily removals over the final 81 days, or approximately 2,747 daily in September if the preceding July–August period averaged 1,200. A Yes scenario requires an unobserved surge before September 30 or substantial backfilling or revisions to qualifying ICE counts, not removals conducted afterward. Aircraft reportedly still awaiting approval on September 17, an Ohio hub relocation, and last-minute third-country legal developments provide weak evidence that such a large surge actually occurred. The retained 12% Yes probability reflects missing September data and uncertainty in the indirectly sourced tally and pace, while broader DHS deportation or self-departure headlines are not interchangeable with ICE removals, and publication delays postpone settlement rather than extend the counting period.
gpt-5.6-sol · high effort
67% conf
| Yes | 10% |
| No | 90% |
(0) The result is not yet documented: ICE’s statistics pages were inaccessible, and the research found no official complete FY2026 total, so resolution still requires ICE’s finalized data to report more than 500,000 removals. (a) FY2026 ended September 30, five days ago, leaving no time for additional qualifying removals, although roughly 88 days remain until trading closes for the final total to be published. (b) If the latest reported trajectory holds, the market resolves No: approximately 356,389 removals by mid-July followed by roughly 1,200 per day implies about 450,000–460,000 for the year. (c) The straightforward No scenario is that legal, transportation, and receiving-country bottlenecks kept removals near 1,200 per day despite record arrests, producing a record year but one below 500,000. (d) Yes requires either an unobserved late-year surge averaging roughly 1,775 removals per day after the mid-July reading or a large subsequent revision or counting-method change; prior ICE datasets have sometimes been revised by more than 100,000, so this tail cannot be dismissed. Kalshi’s current Yes price is 12%, and I move modestly below it because the fiscal-year activity is complete and the latest pace evidence falls substantially short of what was required, while retaining 10% for stale data and revision risk.
4. Final plain mean of 5 draws
10%
(63% confidence)
Yes: 10%
No: 90%
Mean of 5 draws (0.10, 0.08, 0.12, 0.12, 0.10). (0) Resolution check: the resolution source (ice.gov/statistics) returned HTTP 403, and no official FY2026 year-end total was found. The latest confirmed figure is 356,389 FYTD removals as of mid-July 2026, so the condition is not shown as met. (a) FY2026 ended Sept 30, 2026, so the outcome is already fixed in the data. What remains is ICE publishing complete figures before the market closes on 2027-01-01, likely in October to December. (b) Status quo: Reuters-sourced reporting puts removals at a steady ~1,200/day through August despite record arrests. That adds roughly 95-120K to the July figure, for a total of about 450-480K. Independent trackers project 430K-460K, all below 500K. (c) NO scenario: final ICE data shows a record of around 460-480K, above FY2013's 438K but short of 500K. (d) YES scenario: September flights surged on new capacity (the Akron hub and resumed third-country removals), the mid-July figure actually covered an earlier cutoff, or ICE's final consolidated dataset counts more broadly. Deportation Data Project releases have revised removal totals by 100K+, so the methodology risk is real. Clearing 500K would need roughly 1,700+/day over the final ~80 days, which no reported pace supports. The Kalshi market sits at 12% after a +7-point weekly move, possibly reflecting some unseen data or speculation. I shade slightly below it, to 10%, given the consistent sub-500K arithmetic but meaningful uncertainty about data revisions and the resolution source's exact metric.
Pipeline Timing
Total pipeline time: 152.7s
Per-tool research timings shown in the Research section above.