Intake · rolling 24hSources named this cycle 7Series in registry 19Claims logged 8Refused 3Last write Sep 16 2026
Section

Alt Data

9 families/19 named series/4 ways sources are weighed/Refusals published

Labeling is mandatory because alternative evidence can show movement, timing or co-movement without proving the cause assigned to it.

Every named series in the registry carries its class, its cadence and what it cannot support. Read the registry →

Early Warning · Geopolitics

China builds Antelope Reef into an island big enough for a runway

Vietnam and a busy shipping corridor would sit within reach of any airfield built on the new ground, and satellite images will show first whether one comes.

Archive · through Sep 24, 2026
MeasuredTransits allowed and declared draft at a named chokepoint.Daily · Lag 0–4 h
MeasuredHandling efficiency and quay productivity trend.Per call · Lag 0–1 d
Primary recordCounterparty pairs and commodity mix, as declared.Weekly · Lag 7–30 d
The evidence registry19 series · 16 in use
A Direct recordB Observed proxyC InferredD Exploratory
Worst-case lag when the desk reads it
2Under 1 h
51–6 h
36–24 h
51–7 d
4Over 7 d

Counted from the 19 rows in the series registry, 19 of which record a bounded lag. No series here is wired to a live feed, so no line is drawn for one — this is the shape of the evidence itself, not a reading taken from it.

Correlation only · not confirmationFalsifier stated in the gates belowSeries behind this story →
Alternative evidence brief

What decision-relevant condition can shipping evidence establish before a published report catches up?

Observe
Chokepoint transit count: Transits allowed and declared draft at a named chokepoint.
Boundary
cargo value, ownership, destination intent
Breaks the read
A source receipt that cannot reproduce the observation, or a result that conflicts with this family’s stated boundary, is held rather than promoted into a desk conclusion.
Open this brief in Alpha →
In under a year, Antelope Reef gained about as much land as Mischief Reef, China's largest outpost in the sea.
Image: ARCANE · source ledger in article
Published investigation

China builds Antelope Reef into an island big enough for a runway

Vietnam and a busy shipping corridor would sit within reach of any airfield built on the new ground, and satellite images will show first whether one comes.

Read the article and evidence ledger →
Convergence across sources

Publication requires agreement from at least two independent data families.

ReadingShipPhysSat
Refining losses redirect crude offshore●●●
Product exports remain constrained●●○
Consumer fuel demand weakening○○○
Filled = series supports · Open = no signal
Also in Alt Data
Procurement · Primary recordTenders, awards, permits, regulatory dockets, court and customs filingsOSINT & social · ReportedGeolocated imagery, local reporting, trade forums, employee and operator postsLabour · InferredPosting composition, patent cadence, licences, certifications, plant hiringTelemetry · InferredPrice page changes, checkout availability, app rank, certificate and DNS records
WIPO PATENTSCOPE, Sep 10 2026

PCT publication 37/2026 adds a searchable patent snapshot, but filing volume is not proof of commercial production.

Slow-moving · capability proxy
LayoffAlert WARN tracker, Sep 16 2026

WARN records show 3,515 notices affecting 305,798 employees through September, but the tally is not a real-time employment measure.

Official-filing derivative · lagged and incomplete
PolymarketTrader, Sep 15 2026

Polymarket priced a 25-basis-point September Fed hike at 78.5% against 20.5% for no change, but the price measures a contract rather than a forecast with known participants.

Market-implied probability · liquidity and rule risk
World Meteorological Organization, Sep 11 2026

The WMO reported the hottest August on record and linked the 2026 outlook to a strengthening El Niño, but seasonal weather evidence cannot specify a vessel's arrival date.

Physical constraint · broad and probabilistic
The nine families9 family routes · every named source is explorableFull registry →
01Measured

Shipping & trade flow

Vessel positions, canal transits, declared draft, port calls, lading records

AISDraftTransitsLading

Cannot support: cargo value, ownership, destination intent

02Primary record

Procurement & public record

Tenders, awards, permits, regulatory dockets, court and customs filings

AwardsPermitsDocketsCustoms

Cannot support: timing — publication lags the decision

03Inferred

Satellite & remote sensing

Optical passes, radar, thermal anomaly, night radiance, flare detection

OpticalSARThermalRadiance

Cannot support: continuity — cloud cover and revisit gaps

04Inferred

Labour & capability

Posting composition, patent cadence, licences, certifications, plant hiring

PostingsPatentsLicencesCerts

Cannot support: intent — postings are aspiration, not commitment

05Reported

OSINT & social

Geolocated imagery, local reporting, trade forums, employee and operator posts

ImageryLocal pressForumsOperator posts

Never load-bearing alone. Requires two independent corroborations.

06Reported

News & wire behaviour

Wire cadence, correction rates, language shift, sourcing pattern, embargo timing

CadenceCorrectionsLanguageSourcing

Cannot support: fact. It measures how a story is being told.

07Inferred

Prediction & odds

Event markets, implied probabilities, spread structure, settlement history

Event mktsImplied probSettlement

Cannot support: thin books price attention as much as odds

08Measured

Physical & environmental

Grid load, industrial power draw, water levels, drought, freight-relevant weather

Grid loadWater levelWeather

Cannot support: attribution to a single operator or facility

09Inferred

Web & app telemetry

Price page changes, checkout availability, app rank, certificate and DNS records

PricingAvailabilityApp rankCerts

Cannot support: revenue. Availability is not conversion.

TimeFamilyClaim under checkState
Sep 16 2026LayoffAlert WARN tracker, Sep 16 2026The tracker records 3,515 WARN notices affecting 305,798 employees through September; this is a filed-notice count, not a same-day payroll series.Recorded
Sep 15 2026SAM.gov contract-data aggregation via GovConAPI, Sep 15 2026SAM.gov produced 1,912 new federal contract notices on September 15; the count measures posted opportunities, not awards or delivered work.Recorded
Sep 15 2026PolymarketTrader, Sep 15 2026Polymarket showed 78.5% for a 25-basis-point Fed hike and 20.5% for no change before the meeting; those prices are crowd-implied probabilities.Recorded
Sep 15 2026PortWatch, Sep 16 2026The IMF's PortWatch monitor covers 2,065 ports and 28 chokepoints using satellite-based vessel data; coverage is broad, but the series cannot identify cargo ownership or cause.Recorded
Sep 15 2026Vessel Hunter maritime briefing, Sep 15 2026The briefing reported that Gulf exports climbed on facilitated transits; it gives directional shipping evidence, not a verified export-volume total.Recorded
Sep 11 2026World Meteorological Organization, Sep 11 2026The WMO reported that August was the hottest on record and described a strengthening El Niño outlook; the climate signal is too broad to assign a single shipment delay.Recorded
Sep 10 2026WIPO PATENTSCOPE, Sep 10 2026WIPO made PCT publication 37/2026 available for search; publication timing shows disclosed inventive activity, not patent approval or factory output.Recorded
Sep 5 2026Copernicus satellite imagery reported by Iran International, Sep 5 2026Two Copernicus image dates, February 25 and September 5, were used to show a marked decline in visible activity at Imam Khomeini Port; imagery cannot separate blockade effects from weather, scheduling or concealment.Recorded
——A social-media thread claiming that container queues at an unnamed Southeast Asian port had doubled — No provenance: the post supplied neither an identifiable port record nor a reproducible observation window.Refused
——A single satellite image of a darkened industrial site presented as evidence of a shutdown — No mechanism: one image cannot distinguish an outage from a shift change, cloud cover, maintenance or image timing.Refused
——A chart comparing two hand-picked weeks of vessel calls around a weather event — Cherry-picked window: the comparison excluded the surrounding weeks needed to test whether the move was unusual.Refused

State records only whether a claim was logged this week or refused outright — per-claim corroboration count is not tracked in this cycle's ledger, so it is not shown here.

The grading scale
Primary recordPrimary record

A document from the issuing authority. Can stand alone; usually late.

MeasuredMeasured

An instrument reading of a physical event. Timely, with known error.

InferredInferred

A proxy that requires a stated mechanism to mean anything.

ReportedReported

A human claim. Never load-bearing alone, at any volume.

Every series and its class →

Looked at, not used

Signals the desk examined this week and declined. A refusal printed here is the same discipline as a citation printed above.

A social-media thread claiming that container queues at an unnamed Southeast Asian port had doubledNo provenance: the post supplied neither an identifiable port record nor a reproducible observation window.
A single satellite image of a darkened industrial site presented as evidence of a shutdownNo mechanism: one image cannot distinguish an outage from a shift change, cloud cover, maintenance or image timing.
A chart comparing two hand-picked weeks of vessel calls around a weather eventCherry-picked window: the comparison excluded the surrounding weeks needed to test whether the move was unusual.

4 gates before publication

01ProvenanceThe record must identify who produced it, when, and how another reader can inspect it. The anonymous port-queue post failed this gate because it had no port, dataset or observation trail.
02MechanismThere must be a credible path from the observation to the claimed outcome. A dark satellite image fails when it is used to prove a shutdown without ruling out weather, maintenance or operating hours.
03FalsificationThe read must state what would break it before publication. A port-activity claim would weaken if later imagery showed normal loading while AIS calls remained depressed for unrelated reasons.
04LabelingThe page must say what the evidence supports and where it stops. PortWatch can show vessel activity across 2,065 ports and 28 chokepoints, but it cannot by itself prove cargo ownership, motive or future trade (PortWatch, Sep 16 2026).
More from Alt DataEvery alt-data investigation, current work first, archive honestly labelled
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Alt Data · ARCANE