Edward Fishman Predictions

Senior Fellow and Director of the Maurice R. Greenberg Center for Geoeconomics, Council on Foreign Relations

Track Edward Fishman's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

5 forecasts 5 pending
  • Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
  • Grading involves judgment and may not always be clear-cut.
  • Submit corrections
5 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Edward Fishman Strait Of Hormuz Shipping Crossings Strait of Hormuz daily ship crossings will likely recover to around 100-110 per day but probably not back to the pre-war level of 130
See quote
[15:23] Are we going to get back to anything close to that? I mean, I I apparently before this Singaporean tanker, uh, was hit, you had 70 crossings. So, I mean, could we get to 100, 110? Probably. I'd be surprised if we get all the way back up to 130

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-26 2027-06-26 pending
Edward Fishman Clean Energy Technology Adoption Global adoption of clean energy technologies (solar panels, batteries, EVs) will meaningfully accelerate in the coming years as countries seek to reduce dependence on the Strait of Hormuz
See quote
[18:30] I do think you will see a meaningful acceleration of adoption of clean energy technologies. Solar panels, batteries, electric vehicles. Um you we've already seen spiking exports of those goods from China to the rest of the world in the last few months. I think that that's only going to continue.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-26 2028-06-26 pending
Edward Fishman Chinese Stocks Countries that have been resistant to Chinese EV imports will relax restrictions, with Canada's 40,000-unit allowance being just the beginning of a broader trend
See quote
[18:45] I think a lot of countries who have been wary of taking Chinese EVs into their country are going to relax that. I know in Canada where you are, you know, Mark Carney had already agreed to allow in about 40,000 or so Chinese EVs in January. I think that's going to be just the tip of the iceberg.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-26 2027-06-26 pending
Edward Fishman Gulf Energy Infrastructure Gulf states including the UAE and Saudi Arabia will build significantly more pipeline capacity to circumvent the Strait of Hormuz over the coming years
See quote
[17:59] One, they're going to see more infrastructure in the Gulf to circumvent the Strait of Hormuz. Obviously, the Emirates are building more pipeline capacity to Fujairah. I'm sure you'll see more Saudi capacity. I think you'll see many more pipelines built over the coming years.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-26 2029-06-26 pending
Edward Fishman Iran The Iran-US ceasefire/MOU will not break down and the US will not re-initiate military hostilities with Iran despite the tanker strike
See quote
[3:23] Whether or not this is going to, you know, uh break break down the the the ceasefire and the MOU, I don't think so. I think that what caused this deal in the first place, David, is that Iran had successfully weaponized the Strait of Hormuz against the United States, had coerced the United States to back down. And so, I don't think that there's really any political will in Washington right now to to re-re-initiate hostilities with Iran.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

The David Lin Report 2026-06-26 2026-12-31 pending