forecasting
agent
← back to scans

Will Puma Shen win the next Taipei Mayor election?

polymarketElections·2026-10-11·view on polymarket ↗
29%
Agent
33%
Market Price
-3.8%
Edge
54%
Confidence
459,114
Volume
2.3c
Spread
49
Days to resolution
30
Markets in event
final rationale
Mean of 4 draws (0.29, 0.29, 0.28, 0.29). (0) Not resolved. The election is on Nov 28, 2026, and no CEC result exists; the resolution source shows only pre-election polling. (a) About seven weeks remain until election day, and the market closes Nov 29. (b) If nothing changes, Chiang Wan-an keeps a lead: TVBS (Oct 3–7) has him up 49–41, and the Taipei Trust in Democracy poll (Sept 22) has him up 41.7–40.5. He also has net-positive approval (52/42), and the combined KMT+TPP bloc out-identifies the DPP by about 11 points. Status quo is a Chiang win. (c) NO: the drug-policy attack line caps Shen's gains among centrists, pan-blue voters consolidate (TPP identifiers back Chiang 89–7), and Chiang wins roughly 55–45, as one analyst projects. That fits the history: Taipei incumbents have won re-election every time since 1994, and the DPP has won the city only once. (d) YES: Shen's swing continues. The TVBS gap went from 28 points to 8 in under five months, and he has a 100k+ rally, Tsai Ing-wen as campaign chair, a youth lead, and vindication in the surveillance case. Chiang's Facebook attack backfiring could help push Shen ahead, a Kaohsiung-2018-style upset. Polymarket sits at 32.6% after a steep 30-day climb, which captures the momentum. I shade it slightly lower given the structural bloc gap, an 8-point deficit in the most recent quality poll, and no scientific poll yet showing Shen ahead. Taiwan local-election polling error and late swings are large, so a roughly 30% chance remains reasonable.
price vs. prediction
market price agent forecast at t+0
8 follow-ups
re-scan context
This market has been scanned before. Previous predictions:
datepredictedmarket priceconfidence
2026-10-04 21% 21% 56%
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 about the Taipei mayoral race between Puma Shen (DPP) and incumbent Chiang Wan-an (KMT). The market's own price is the anchor. Related markets on both venues give a cross-check, and Wikipedia covers the candidates and any polling on the 2026 race. GDELT should help with Taiwanese news that the curated corpus may not cover.
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): 32.60% (live; bid 31% / ask 34%) - 7-day price change: +7.45% - 30-day price change: +24.80% - Total volume: $459,114 (USD notional) - Price range: 0.65% - 32.60% - Data points: 59 days - resolution_source: already_resolved=unclear; matches_criteria=False; last_updated=October 7, 2026 (most recent cited reporting). The 2026 Taipei mayoral election has not yet occurred; it is scheduled for November 28, 2026. The race is between incumbent Mayor Chiang Wan-an (KMT) and DPP challenger Puma Shen, with recent polling showing a very tight contest (a September 22, 2026 poll had Chiang at 41.7% vs Shen at 40. - 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: 10 articles across 2 queries (lookback=30d). 'Puma Shen Taipei mayor poll': error GDELT rate-limited after retries (429) | 'Chiang Wan-an Taipei election poll': 10 hits Research loops, bottom lines - current state: Chiang Wan-an remains the clear frontrunner (49% vs 41% in the most recent TVBS poll, with 55% of Taipei voters expecting him to win versus 20% for Shen), but Shen has closed a once-commanding 28-point gap to single digits amid a competitive final month featuring debates and sharpening attacks on drug policy and infrastructure, making the race unexpectedly close but still favoring the incumbent as of mid-October 2026. - base rate: The reference class (Taipei mayor since direct elections began in 1994, and Taiwanese local elections generally) strongly favors the KMT/incumbent side — DPP has won Taipei outright only once in eight elections — and incumbents in Taipei have a near-perfect historical reelection/retention record; current polling shows an unusually (historically anomalous) close race, but the base rate still leans toward Chiang/KMT retaining the seat rather than a DPP breakthrough. - yes case: The strongest YES case rests on real, documented momentum — a rapid 20-point poll swing in Shen's favor since May, mass rally turnout, youth-vote leads, a vindicating scandal ruling in Shen's favor, and a Chiang messaging misstep that generated enormous negative engagement — all suggesting the trendline, if it continues for the remaining seven weeks, could put Shen ahead by election day, consistent with the Kaohsiung-2018-style upset pattern cited by The Diplomat. - no case: Even in the most Shen-favorable recent credible poll (TVBS, Oct 3–7), Chiang leads by 8 points, retains a structural blue+white bloc advantage of roughly 11 points, a majority public expectation of his own reelection (55% vs 20%), net-positive approval/suitability numbers, and a sustained drug-policy controversy weighing on Shen's centrist appeal — all consistent with the strong historical base rate of Taipei incumbent/KMT retention, giving the NO case (Chiang wins, market resolves No) solid, mu
tools
toolstatustimeitemssummary
polymarket_direct OK 0.3s 1 ## This Market's Polymarket Data **Will Puma Shen win the next Taipei Mayor election?** - Current price (probability): 32.60% (live; bid 31% / ask 34%) - 7-day price change: +7.45% - 30-day price change: +24.80% - Total volume: $459,114 (USD notional) - Price range: 0.65% - 32.60% - Data points: 59
resolution_source OK 36.4s 1 already_resolved=unclear; matches_criteria=False; last_updated=October 7, 2026 (most recent cited reporting). The 2026 Taipei mayoral election has not yet occurred; it is scheduled for November 28, 2026. The race is between incumbent Mayor Chiang Wan-an (KMT) and DPP challenger Puma Shen, with recen
polymarket_related OK 1.1s 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 2.4s 2 2 related markets / summaries. keyword 'Taipei mayor': ok | keyword 'Taiwan election': ok
wikipedia OK 0.9s 3 Fetched 3 Wikipedia entries (1 missing pages).
gdelt_news OK 102.5s 10 GDELT: 10 articles across 2 queries (lookback=30d). 'Puma Shen Taipei mayor poll': error GDELT rate-limited after retries (429) | 'Chiang Wan-an Taipei election poll': 10 hits
research loops · 4/4 ok · 15 searches · 7 page reads
dimensionstatustimesearchespage readsreport
current state OK 35s 3 3 5492 chars
base rate OK 31s 5 1 4997 chars
yes case OK 46s 3 1 6252 chars
no case OK 47s 4 2 5916 chars
report: current state
- [2026-05-13] The DPP formally nominated Legislator Puma Shen (沈伯洋) as its Taipei mayoral candidate, with President Lai Ching-te (as DPP chair) presiding over the nomination ceremony, setting up a race against KMT incumbent Mayor Chiang Wan-an. The Democratic Progressive Party (DPP) is expected to select Legislator Puma Shen (沈伯洋) as its nominee for Taipei mayor tomorrow, setting up a contest with incumbent Chiang Wan-an (蔣萬安) of the Chinese Nationalist Party (KMT). - [2025-10-31] The Central Election Commission (CEC) formally scheduled Taiwan's local elections, including Taipei mayor, for November 28, 2026. On 31 October 2025, the Central Election Commission formally scheduled the elections for 28 November 2026. - [2026-08-31 to 2026-09-04] Official candidate registration for the 2026 local elections took place. Candidate registration took place from 31 August to 4 September 2026. - [2026-05-11] Focus Taiwan noted Shen would not benefit from a three-way vote split as in past elections, since the TPP pledged not to field candidates against KMT incumbents, implying a straightforward two-way DPP-KMT contest in Taipei. He is also unlikely to benefit from a three-way race splitting the vote, as happened in 2018 and 2022, since the Taiwan People's Party (TPP) has pledged not to run candidates against KMT incumbents. - [2026-10-06] Chiang and Shen reached a preliminary agreement to hold a TVBS-organized debate; a drug-policy controversy (over a 2014 Shen article on harm reduction/decriminalization) intensified as a campaign flashpoint. Democratic Progressive Party (DPP) Taipei mayoral candidate Puma Shen (沈伯洋) proposed a debate on drug policy Tuesday, while Mayor Chiang Wan-an (蔣萬安) said the issue could be discussed at a formal debate as controversy over Shen's past writings continued. - [2026-10-08] TVBS's latest poll (fieldwork Oct 3, 5–7, n≈1,120–1,284) showed Chiang leading Shen 49% to 41%, an 8-point gap, down sharply from a 28-point gap in a late-May TVBS poll — a dramatic narrowing dubbed the "Yang liu" (洋流/"Puma wave") effect. 根據《TVBS》8日公布的最新民調,台北市長蔣萬安支持度為49%,民進黨台北市長參選人沈伯洋則為41%,雙方差距從5月下旬的28個百分點,大幅縮小至8個百分點。 - [2026-10-08] The same TVBS poll found Chiang's support among self-identified independent/neutral voters collapsed from 57% in May to 40%, while Shen's rose from 14% to 36%, narrowing that segment to a 4-point gap; among voters who previously backed independent Huang Shan-shan, 53% now back Shen versus 39% for Chiang. 《TVBS》民意調查中心今(8)日公布最新民調結果顯示...沈伯洋在中間選民部分上升了22個百分點,從14%來到36%,而蔣萬安在中間選民的支持度從57%降為40%,兩人只差4個百分點。 - [2026-10-08] Despite the tightening topline, the same poll found a majority of Taipei residents still expect Chiang to win: 55% predicted his victory versus only 20% predicting a Shen win, with 26% undecided. 超過一半受訪者仍看好蔣萬安會當選而不是沈伯洋,55%市民看好蔣萬安連任,遠高沈伯洋的20%,另有26%無意見。 - [2026-10-04] A separate street poll conducted in Beitou District by a YouTube channel found Chiang ahead of Shen 37 votes to 31 in an unscientific, non-random sample. 「桃園孫先生」YouTube頻道今天(4日)針對「蔣萬安、沈伯洋大對決,台北市長會投誰?」進行隨機街頭民調,地點在台北市北投區,結果顯示,蔣萬安以37票領先沈伯洋的31票。 - [2026-10-06] Thediplomat.com reported polling shows Shen "doing unusually well for a city that is traditionally seen as a KMT stronghold," though he was not originally expected to be competitive. With incumbent Mayor Chiang Wan-an of the Kuomintang (KMT) facing off against Puma Shen of the Democratic Progressive Party (DPP), polling shows Shen doing unusually well for a city that is traditionally seen as a KMT stronghold. Not many expected Shen to actually be competitive in the race. - [2026-10-08] Chiang Wan-an proposed relocating Taipei's Songshan Airport and building an "AI park" on the site, which Shen criticized as a rushed, under-planned proposal — indicating the campaign's final-month policy battles are shifting toward infrastructure/economic issues alongside the earlier drug-policy dispute. Taipei mayor candidates Chiang, Shen spar over Songshan Airport planTaipei Mayor Chiang Wan-an (蔣萬安) on Thursday proposed "relocating" Taipei Songshan Airport (TSA) and building an "AI park" on the site, drawing a response from his Democratic Progressive Party (DPP) challenger Puma Shen (沈伯洋). - [2026-10-04] National party leaders (DPP and KMT) rallied across Taiwan, including in Taipei, to campaign for mayoral and council candidates ahead of the Nov. 28 vote, signaling full-scale campaign mobilization in the final weeks. Leaders of Taiwan's major political parties fanned out across the country on Sunday to campaign for their mayoral and city council candidates ahead of the Nov. 28 local elections, with events held in special municipalities including Taipei, Taichung and Kaohsiung. BOTTOM LINE: Chiang Wan-an remains the clear frontrunner (49% vs 41% in the most recent TVBS poll, with 55% of Taipei voters expecting him to win versus 20% for Shen), but Shen has closed a once-commanding 28-point gap to single digits amid a competitive final month featuring debates and sharpening attacks on drug policy and infrastructure, making the race unexpectedly close but still favoring the incumbent as of mid-October 2026. NOT FOUND: No official CEC candidate registration list confirmation for Taipei specifically (beyond the general national registration window); no post-October-9 poll updates; no results of the proposed TVBS debate (date/occurrence unconfirmed); no additional independent (non-DPP/KMT) candidate filings for Taipei mayor confirmed.
report: base rate
- [2026-10-11] Historically Taipei mayor has been directly elected since 1994; of the eight elections 1994–2022, the DPP has won the office only once (Chen Shui-bian, 1994), with KMT winning five times and independent Ko Wen-je (DPP-backed) winning twice (2014, 2018). For 16 years from 1998-2014, Taipei City was a KMT stronghold, until the TPP's Ko Wen-je won in 2014, and the only time that the DPP controlled Taipei City was from 1994-1998. https://globaltaiwan.org/2022/11/implications-of-taiwans-2022-nine-in-one-local-elections-for-2024/ - [2026-10-11] Across all local/mayoral races nationally over the past 20 years before 2022, in the eight local elections held in the past 20 years (not including 2022), the DPP only won three in terms of popular vote received, a win rate of 62.5 percent for the KMT and 37.5 percent for the DPP , indicating a structural KMT advantage in this reference class. https://globaltaiwan.org/2022/11/implications-of-taiwans-2022-nine-in-one-local-elections-for-2024/ - [2026-10-11] Incumbent Taipei mayors have a strong track record of either winning reelection or being succeeded by their own party in recent decades (Ma Ying-jeou 1998/2002, Hau Lung-pin 2006/2010, Ko Wen-je 2014/2018), suggesting incumbency is historically a strong predictor in this race. https://en.wikipedia.org/wiki/Mayor_of_Taipei - [2026-05-13] Puma Shen (DPP) was named the DPP's nominee for the 2026 Taipei mayoral race, facing incumbent KMT Mayor Chiang Wan-an; reporting at nomination noted Shen faces an uphill battle against Chiang, a popular mayor in a city where the KMT has strong support, and is unlikely to benefit from a three-way race splitting the vote as the TPP has pledged not to run candidates against KMT incumbents . https://www.taipeitimes.com/News/taiwan/archives/2026/05/13/2003857251 - [2026-01-?] (TVBS poll, ~306 days before Oct 2026) Early in the cycle, polling showed Chiang far ahead of any DPP contender: Legislator Puma Shen (沈伯洋) trails significantly with 22% support compared to Chiang's 64%, creating a substantial 42-point gap. https://news.tvbs.com.tw/english/3066617 - [2026-09-22] By September the race had tightened sharply: incumbent Taipei Mayor Chiang Wan-an had a slight lead with 41.7 percent support over DPP candidate Puma Shen with 40.5 percent , per the Taipei Trust in Democracy Association poll. https://www.taipeitimes.com/News/taiwan/archives/2026/09/22/2003864703 - [2026-09-23] Confirming the same survey, a poll suggested that Chiang Wan-an and Puma Shen are neck-and-neck in the Taipei mayoral race , within the margin of error. https://www.taipeitimes.com/News/front/archives/2026/09/23/2003864733 - [2026-09-20/21] A separate high-participation Yahoo News Taiwan online poll showing a commanding Chiang lead triggered a sharp swing in prediction-market pricing around Sept 20, 2026, illustrating how volatile and poll-dependent sentiment has been this cycle. https://www.octagonai.co/news/taipei-mayor-election-odds-2026-shen-bo-yang/ - [2026-09-26 approx] Expert commentary (cited via Taiwanese political scientist Yoshiyuki Ogasawara) frames Chiang's reelection as still the base-case expectation, with the real open question being the margin — Chiang exceeding 60% or Shen topping 45% being the thresholds for a symbolic DPP "victory" even in defeat. https://www.octagonai.co/markets/elections/international-elections/taipei-mayoral-election-winner/ - [2026-10-06] An analysis piece notes Shen running for Taipei mayor was not initially seen as likely to be successful; if anything, Shen was originally seen as having agreed to be something of a political sacrifice for the DPP , underscoring that the current competitiveness is a surprise relative to the historical/structural base rate. https://thediplomat.com/2026/10/the-surprising-drama-in-taipeis-2026-mayor-race/ - [2026-09-23] National context: the 2026 cycle overall still favors KMT-aligned candidates in most of the six special municipalities (e.g., New Taipei), consistent with the historical pattern of KMT strength in northern Taiwan. https://www.nbr.org/publication/a-look-ahead-to-taiwans-2026-local-elections/ BOTTOM LINE: The reference class (Taipei mayor since direct elections began in 1994, and Taiwanese local elections generally) strongly favors the KMT/incumbent side — DPP has won Taipei outright only once in eight elections — and incumbents in Taipei have a near-perfect historical reelection/retention record; current polling shows an unusually (historically anomalous) close race, but the base rate still leans toward Chiang/KMT retaining the seat rather than a DPP breakthrough. NOT FOUND: No official Central Election Commission (CEC) polling-day data exists yet since the election has not occurred; could not find a comprehensive statistical "incumbent reelection rate" figure specific to Taipei mayors (only qualitative pattern); could not independently fetch thediplomat.com article (site inaccessible) beyond search snippets.
report: yes case
YES means: Puma Shen (DPP) is elected the next Mayor of Taipei in the November 28, 2026 election (or is subsequently confirmed the winner, not merely an interim appointee), with the result known by June 30, 2027. - [2026-10-09] Shen's campaign-launch rally at his new Taipei headquarters drew an estimated 100,000–120,000 supporters, including former President Tsai Ing-wen, who announced she would serve as Shen's campaign chair — a scale of mobilization well beyond what a "sacrificial" candidate typically attracts. https://thetaiwandesk.substack.com/p/newsletter-20-october-3-9 - [2026-10-08] In the same TVBS poll showing the headline 8-point gap, Shen actually led among 20–29-year-old voters 52% to 44%, and the 40–49 age bracket had also narrowed sharply, pointing to a generational base that could expand turnout among pro-Shen demographics. https://tw.news.yahoo.com/tvbs%E6%9C%80%E6%96%B0%E5%8F%B0%E5%8C%97%E5%B8%82%E9%95%B7%E6%B0%91%E8%AA%BF-%E8%94%A3%E8%90%AC%E5%AE%89%E6%94%AF%E6%8C%81%E5%BA%A649%E3%80%81%E6%B2%88%E4%BC%AF%E6%B4%8B41-113733712.html - [2026-10-08] Among voters who previously backed independent Huang Shan-shan, 53% now back Shen versus 39% for Chiang, and overall Shen led in 4 of Taipei's 12 districts (including Zhongshan-Datong and Shilin-Beitou), showing geographically broadening support rather than a uniform deficit. https://tw.news.yahoo.com/tvbs%E6%9C%80%E6%96%B0%E5%8F%B0%E5%8C%97%E5%B8%82%E9%95%B7%E6%B0%91%E8%AA%BF-%E8%94%A3%E8%90%AC%E5%AE%89%E6%94%AF%E6%8C%81%E5%BA%A649%E3%80%81%E6%B2%88%E4%BC%AF%E6%B4%8B41-113733712.html - [2026-10-07] A Taipei prosecutors' investigation confirmed Shen's own 2024 claim of being surveilled was genuine: four private investigators were indicted and two Hong Kong nationals were issued arrest warrants for orchestrating a month-long, 24-hour covert camera operation targeting Shen, his wife and daughter, vindicating Shen after KMT figures had mocked him as "paranoid" or staging it himself. https://udn.com/news/story/7321/9799839 - [2026-10-07] Following the prosecutors' confirmation, social media backlash accused Blue-camp (KMT/TPP) figures of having to apologize for earlier mockery, a vindication narrative that political commentators argued could generate sympathy and credibility for Shen as a target of cross-strait intimidation just weeks before the vote. https://news.ltn.com.tw/news/politics/breakingnews/5598126 - [2026-10-05] Chiang's own Facebook post attacking Shen over the 2014 drug-policy article backfired, drawing over 475,900 comments by 5pm the next day — described by one newsletter as breaking the Facebook record — with most commenters accusing Chiang of deliberately misrepresenting Shen's position, suggesting the attack line damaged Chiang's own standing rather than Shen's. https://www.taipeitimes.com/News/taiwan/archives/2026/10/05/2003865419 - [2026-10-09] A political commentator (詹凌瑀) argued that once independent and young voters stop accepting what she called Chiang's "empty packaging," even polling conducted by Blue-leaning outlets shows Shen "at the city gates," asserting Chiang's "good days are over" — illustrating that even pro-KMT-leaning media polls now show single-digit margins. https://news.ltn.com.tw/news/politics/breakingnews/5600486 - [2026-10-08] The TVBS poll's internal trend shows Chiang's support fell 9 points and Shen's rose 11 points in under five months (28-point gap in May to 8 points in October), a rate of convergence that, if continued through the remaining seven weeks of campaigning, would put Shen at or ahead of Chiang before election day. https://www.threads.com/@tsaimimi0416/post/DeOs151mTu2/tvbs%E4%BB%8A%E6%99%9A%E5%85%AC%E5%B8%83%E5%8F%B0%E5%8C%97%E5%B8%82%E9%95%B7%E6%9C%80%E6%96%B0%E6%B0%91%E8%AA%BF%E6%B2%88%E4%BC%AF%E6%B4%8B%E5%B7%B2%E5%BE%9E%E5%8F%83%E9%81%B8%E6%99%82%E5%B7%AE%E8%B7%9D28%E5%A4%A7%E5%B9%85%E6%8B%89%E8%BF%91%E8%87%B38%E5%BF%AB%E9%80%9F%E9%80%BC%E8%BF%91%E8%94%A3%E8%90%AC%E5%AE%89%E9%99%A4%E4%BA%86%E5%8F%B0%E5%8C%97%E5%B8%82%E9%95%B7%E5%A4%96%E5%8F%B0%E4%B8%AD%E5%B8%82%E4%BD%95%E6%AC%A3%E7%B4%94%E5%AA%92%E9%AB%94%E6%B0%91%E8%AA%BF%E4%B9%9F%E8%BF%BD%E8%BF%91%E8%87%B36%E8%80%8C%E6%96%B0%E5%8C%97%E5%B8%82%E7%9A%84%E8%98%87%E5%B7%A7%E6%85%A7%E5%B7%B2%E7%B6%93%E4%BE%86%E5%88%B055%E6%B3%A2%E6%9C%80%E5%BE%8C/ - [2026-10-08] Chiang's proposal to relocate Songshan Airport and build an "AI park" was criticized by candidates in both parties, and Shen countered by asking what Chiang had actually done on the issue during ten years as the area's own lawmaker and as mayor — a line of attack aimed at undercutting Chiang's incumbency/competence advantage directly. https://focustaiwan.tw/politics/202610080018 - [2026-10-?] The Diplomat's analysis frames a potential Shen upset as structurally analogous to the DPP's 2018 Kaohsiung win, where "city residents growing tired of what they perceived as complacency in governing a presumed electoral safe zone" flipped a supposedly safe seat. https://thediplomat.com/2026/10/the-surprising-drama-in-taipeis-2026-mayor-race/ - [2026-10-08] TVBS's own reporting projects turnout around 71% based on 2022 patterns, and notes that among voters with confidence in Shen's ability to govern Taipei (40%), 87% say they are confident supporters, indicating a consolidated and enthusiastic (if currently smaller) coalition that could turn out more reliably than soft Chiang backers (73% of whom expressed low confidence in him per the same poll). https://news.tvbs.com.tw/politics/4033527 BOTTOM LINE: The strongest YES case rests on real, documented momentum — a rapid 20-point poll swing in Shen's favor since May, mass rally turnout, youth-vote leads, a vindicating scandal ruling in Shen's favor, and a Chiang messaging misstep that generated enormous negative engagement — all suggesting the trendline, if it continues for the remaining seven weeks, could put Shen ahead by election day, consistent with the Kaohsiung-2018-style upset pattern cited by The Diplomat. NOT FOUND: No poll conducted after October 9, 2026; no confirmed debate date/results; no scientific poll (beyond the unscientific street poll) showing Shen outright ahead; no data on whether the surveillance-scandal vindication has itself moved any poll numbers yet.
report: no case
YES means: Puma Shen (DPP) is elected and becomes the next Mayor of Taipei as a result of the November 28, 2026 election (certified by consensus credible reporting or the CEC), i.e. the question resolves "Yes." The NO case argues Chiang Wan-an (KMT) retains the office and the market resolves "No." - [2026-10-08] In the TVBS poll itself, despite the narrowed topline, Among KMT identifiers, 93% support Chiang, versus 89% of DPP identifiers supporting Shen, and 89% of TPP identifiers support Chiang with only 7% backing Shen — showing the KMT+TPP-aligned "pan-blue" bloc still consolidates far more tightly than Shen's coalition, and crucially among neutral/independent voters, 40% back Chiang vs 36% Shen with 24% still undecided, i.e. Chiang still leads even in the "swing" segment (cmmedia.com.tw). - [2026-10-08] A Taipei-based political commentator's structural read of the same poll concluded that party-identification splits mirror May's poll, with combined KMT+TPP support exceeding DPP support by about 11 points, a structural "ceiling" Shen may not be able to overcome , and that Shen would need independent-turned-neutral voters at twice Chiang's rate, which the poll does not yet show (yahoo/storm.mg, citing 沈政男 analysis). - [2026-10-08] The same analyst directly forecast a final outcome of roughly Chiang 55%, Shen 45% based on extrapolating the current trend, explicitly contrasting Shen's "Yang liu" wave with the much larger late-breaking surges of Ko Wen-je's 2014 "white force" and Han Kuo-yu's 2018 "Han wave," arguing Shen's movement is comparatively modest and time is no longer on his side with ~50 days left (yahoo/storm.mg). - [2026-10-08] Despite the headline tightening, the TVBS release reaffirmed status-quo inertia: 55% of Taipei citizens still expect Chiang to win reelection versus only 20% for Shen (26% no opinion) , and strikingly even among the youngest cohort where Shen leads on support, 58% still expect Chiang to win — a sign that persistent "Chiang will win anyway" expectations could itself depress late Shen turnout/strategic voting. - [2026-10-08] Vote-recall data in the same poll show asymmetric base retention: 87% of 2022 Chiang voters still back him this time while only 79% is sometimes cited loosely — more precisely, about 79% of 2022 Chiang voters remain loyal, and 93% of 2022 DPP (Chen Shih-chung) voters have moved to Shen , meaning Shen's gains are mostly consolidation of the existing minority DPP vote share (31.93% in 2022) rather than net conversion of Chiang's much larger base. - [2026-09-22] An independent Taipei Trust in Democracy Association poll found Chiang's job approval still net positive and higher than his head-to-head number: Chiang's approval rating was 52.4 percent, while his disapproval rating was 41.6 percent, with 94 percent of Taipei residents expressing a clear opinion about Chiang , and half of respondents consider Chiang suitable to serve as Taipei mayor and 38.3 percent consider him unsuitable, while 46.2 percent consider Shen suitable and 32.5 percent consider him unsuitable — Chiang retains a net suitability edge even in the poll showing the closest margin. - [2026-10-06 to present] The drug-policy controversy over Shen's 2014 article has become a sustained, multi-week attack line, with KMT legislators and media framing it as "Shen's biggest vulnerability" (藍輔選人士稱"沈伯洋最大破口") for suburban/parental middle-class voters who are decisive in a mixed "blue-green" city; one analysis explicitly argued the episode will not immediately collapse Shen's support, but has damaged his effort to win over centrist voters, who typically decide the election in Taipei's mixed districts . - [2026-10-11] Unscientific but directionally consistent local sampling (the Oct 4 Beitou street poll already noted by colleagues) and multiple Taiwanese commentators (e.g., 詹凌瑀, 謝寒冰) describe the race as newly "white-hot" but still Chiang-led; no public poll as of Oct 9 has shown Shen ahead, and TVBS, historically seen as a blue-leaning pollster, is the very source showing the largest narrowing — meaning even the most Shen-favorable recent high-quality survey still has Chiang up 8 points with 11% undecided (ltn.com.tw, Oct 9). - [2026-10-09] A KMT legislator's spin on the same data argued the race is "returning to the basic blue-green structural confrontation" (回到朝野基本盤的對決) due to erosion of swing-voter support, implying the final result could revert toward the structural KMT-favoring baseline rather than continuing Shen's momentum (mnews.tw). - Historical precedent: every incumbent Taipei mayor who ran for reelection in the post-1994 direct-election era has won (Ma 1998, Hau 2006, Ko 2014), and the DPP has captured Taipei outright only once (1994) in eight elections — a structural base rate that, combined with Chiang's still-positive approval and suitability numbers above, favors continuity (status-quo inertia) absent a late, large, and historically atypical swing. NOT FOUND: No poll released after Oct 9, 2026, confirming whether the narrowing trend continued, stalled, or reversed following the drug-policy controversy's peak; no confirmation of the proposed TVBS debate's occurrence or impact; no campaign-internal (KMT or DPP) tracking-poll leaks; no finalized CEC candidate list for Taipei beyond the general registration window. BOTTOM LINE: Even in the most Shen-favorable recent credible poll (TVBS, Oct 3–7), Chiang leads by 8 points, retains a structural blue+white bloc advantage of roughly 11 points, a majority public expectation of his own reelection (55% vs 20%), net-positive approval/suitability numbers, and a sustained drug-policy controversy weighing on Shen's centrist appeal — all consistent with the strong historical base rate of Taipei incumbent/KMT retention, giving the NO case (Chiang wins, market resolves No) solid, multi-sourced grounding as of mid-October 2026.
3. Forecasters 4 draws · Opus 5.5 + GPT · plain mean
claude-opus-5-5 · high effort
55% conf
Yes 29%
No 71%
(0) Not resolved. The election is on Nov 28, 2026, and no CEC result exists; the resolution source shows only pre-election polling. (a) About seven weeks remain until election day, and the market closes Nov 29. (b) If nothing changes, Chiang Wan-an keeps a lead: TVBS (Oct 3–7) has him up 49–41, and the Taipei Trust in Democracy poll (Sept 22) has him up 41.7–40.5. He also has net-positive approval (52/42), and the combined KMT+TPP bloc out-identifies the DPP by about 11 points. Status quo is a Chiang win. (c) NO: the drug-policy attack line caps Shen's gains among centrists, pan-blue voters consolidate (TPP identifiers back Chiang 89–7), and Chiang wins roughly 55–45, as one analyst projects. That fits the history: Taipei incumbents have won re-election every time since 1994, and the DPP has won the city only once. (d) YES: Shen's swing continues. The TVBS gap went from 28 points to 8 in under five months, and he has a 100k+ rally, Tsai Ing-wen as campaign chair, a youth lead, and vindication in the surveillance case. Chiang's Facebook attack backfiring could help push Shen ahead, a Kaohsiung-2018-style upset. Polymarket sits at 32.6% after a steep 30-day climb, which captures the momentum. I shade it slightly lower given the structural bloc gap, an 8-point deficit in the most recent quality poll, and no scientific poll yet showing Shen ahead. Taiwan local-election polling error and late swings are large, so a roughly 30% chance remains reasonable.
claude-opus-5-5 · high effort
55% conf
Yes 29%
No 71%
(0) The election has not happened; it is decided by the Nov 28, 2026 vote and no source shows the outcome met or ruled out. (a) About seven weeks remain, with results expected election night. (b) Status quo favours incumbent Chiang: TVBS Oct 3-7 has him up 49-41, a pan-blue bloc edge of about 11 points, 55% vs 20% of voters expecting him to win, and a KMT/incumbent base rate in Taipei. (c) NO: the drug-policy attack erodes Shen's centrist support, pan-blue voters consolidate, and Chiang wins roughly 55-45. (d) YES: the swing from a 28-point to an 8-point gap continues, helped by the surveillance vindication, backlash to Chiang's Facebook attack and Tsai-led rallies, producing a Kaohsiung-2018-style upset. Polymarket prices Shen at 32.6% after a 25-point run-up in 30 days. I shade slightly below it because no scientific poll shows Shen ahead and the base rate strongly favours the incumbent, but momentum keeps me from going much lower.
claude-opus-5-5 · high effort
52% conf
Yes 28%
No 72%
(0) Not resolved. The research confirms the election is on November 28, 2026, and the CEC shows no result yet, so nothing is met or ruled out. (a) About seven weeks remain until the vote, and trading closes on November 29. (b) If nothing changes, incumbent Chiang Wan-an wins. The latest TVBS poll (Oct 3–7) has him ahead 49–41. The pan-blue plus TPP bloc outnumbers DPP identifiers by about 11 points. Voters expect Chiang to win 55% to 20%, and every incumbent Taipei mayor running for re-election since 1994 has won. (c) NO scenario: Shen's swing stalls around the structural ceiling. The drug-policy attacks limit his gains among centrist parents, TPP voters (89% for Chiang) consolidate, and Chiang wins by 6–10 points, close to the roughly 55–45 analyst projection. (d) YES scenario: the momentum continues. The gap fell from 28 points in May to 8 in October, and Chiang's Facebook drug-policy attack backfired. Shen was vindicated in the surveillance case, his rally drew 100k+ with Tsai Ing-wen as campaign chair, and he leads among young voters. On that path he overtakes Chiang Kaohsiung-2018 style, consistent with the Sept 22 poll showing only 41.7–40.5. The Polymarket anchor of 32.6% has jumped 25 points in 30 days, which may partly reflect momentum-chasing and the enthusiasm of a pro-Shen trader base. No scientific poll yet shows Shen ahead, so I shade slightly below the market to 28%.
claude-opus-5-5 · high effort
55% conf
Yes 29%
No 71%
(0) Not resolved. The election is on Nov 28, 2026, and the CEC shows no result; the market resolves on who is elected then. (a) About seven weeks remain until election day, and trading closes Nov 29. (b) If nothing changes, Chiang wins. The most recent credible poll (TVBS, Oct 3–7) has him ahead 49–41, and 55% of voters expect him to win versus 20% for Shen. The KMT+TPP bloc also outnumbers DPP identifiers by about 11 points, and every Taipei incumbent who has run for reelection since 1994 has won. (c) NO: the drug-policy attacks cap Shen's gains with centrists, and TPP identifiers stay with Chiang at around 89%. Chiang then wins by something like 55–45, as analyst 沈政男 projects. (d) YES: Shen's momentum continues. The gap fell from 28 points in May to 8 in October, and a September poll had it at just 1.2 points. Mass rallies, Tsai Ing-wen as campaign chair, prosecutors confirming the surveillance plot against him and the backfire of Chiang's Facebook attack could add youth and independent turnout for a 2018-Kaohsiung-style upset. The market anchor is 32.6% and has risen sharply over 30 days, which already prices much of this momentum. The structural blue-white edge and the absence of any scientific poll with Shen ahead lead me to shade slightly below the market, to about 29%.
4. Final plain mean of 4 draws
29% (54% confidence)
Yes: 29% No: 71%
Mean of 4 draws (0.29, 0.29, 0.28, 0.29). (0) Not resolved. The election is on Nov 28, 2026, and no CEC result exists; the resolution source shows only pre-election polling. (a) About seven weeks remain until election day, and the market closes Nov 29. (b) If nothing changes, Chiang Wan-an keeps a lead: TVBS (Oct 3–7) has him up 49–41, and the Taipei Trust in Democracy poll (Sept 22) has him up 41.7–40.5. He also has net-positive approval (52/42), and the combined KMT+TPP bloc out-identifies the DPP by about 11 points. Status quo is a Chiang win. (c) NO: the drug-policy attack line caps Shen's gains among centrists, pan-blue voters consolidate (TPP identifiers back Chiang 89–7), and Chiang wins roughly 55–45, as one analyst projects. That fits the history: Taipei incumbents have won re-election every time since 1994, and the DPP has won the city only once. (d) YES: Shen's swing continues. The TVBS gap went from 28 points to 8 in under five months, and he has a 100k+ rally, Tsai Ing-wen as campaign chair, a youth lead, and vindication in the surveillance case. Chiang's Facebook attack backfiring could help push Shen ahead, a Kaohsiung-2018-style upset. Polymarket sits at 32.6% after a steep 30-day climb, which captures the momentum. I shade it slightly lower given the structural bloc gap, an 8-point deficit in the most recent quality poll, and no scientific poll yet showing Shen ahead. Taiwan local-election polling error and late swings are large, so a roughly 30% chance remains reasonable.
Pipeline Timing
Total pipeline time: 123.1s
Per-tool research timings shown in the Research section above.