Updated
Updated · CNBC · Sep 14
Kalshi Traders See U.S. Gas Topping $4.60 in 2026 as Oil Climbs Above $103
Updated
Updated · CNBC · Sep 14

Kalshi Traders See U.S. Gas Topping $4.60 in 2026 as Oil Climbs Above $103

2 articles · Updated · CNBC · Sep 14

Summary

  • Kalshi traders now assign a 71% chance that the U.S. average gasoline price will exceed $4.60 a gallon in 2026, above AAA’s recent peak of $4.56 on May 21.
  • WTI crude rose 3.5% Monday to more than $103 a barrel as escalating U.S.-Iran tensions cast doubt on traffic through the Strait of Hormuz, a key global oil chokepoint.
  • The market also prices a 57% chance of gasoline topping $4.80 and just over a 40% chance of crossing $5.00, which would revisit the record highs last seen in June 2022.
  • Longer-lasting pressure is also reflected in election-day pricing: Kalshi traders put 50-50 odds on U.S. gas staying above $4.25 a gallon on Nov. 3.

Insights

With traders betting on five-dollar gas, could unseen global oil flows suddenly crash these predictions before winter?
Are dark tankers in the Middle East secretly hiding true oil supplies and driving your gas prices higher?