Polymarket public API (clob.polymarket.com) โ no key needed for market data
Prediction-market odds shift ahead of newswires because informed traders position first; depth changes signal conviction vs noise โ defense stocks, oil, gold, VIX-adjacent hedges
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Taiwan Ministry of National Defense daily 'PLA activities' PDF/press release (mnd.gov.tw)
Sortie count is the most direct clockable leading indicator of PLA pressure escalation around Taiwan โ TSMC/semiconductor supply chain risk, Taiwan dollar, defense stocks
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EIA's Strait of Hormuz brief (updates AIS-derived flows) or free AIS via MarineTraffic density map screenshots
A visible drop in tanker density is the earliest tell of an Iran-related chokepoint threat before oil headlines catch up โ Brent/WTI, oil tanker freight (TCE rates)
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travel.state.gov advisories RSS/JSON feed
Formal advisory upgrades are lagging but market-moving catalysts (insurance, aviation, tourism) โ clocking the raw feed beats waiting for news aggregation โ regional airline/tourism equities, EM currency baskets
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SAM.gov / USASpending.gov public API
A surge in munitions procurement awards precedes public announcements of resupply to allies (Ukraine, Israel, Taiwan) โ defense primes (LMT, RTX, NOC, GD), munitions subcontractors
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OFAC Sanctions List Service (SLS) API (sanctionslist.ofac.treas.gov) / CSV download
Sanctions designations are a direct, immediately tradeable geopolitical action against specific sectors/countries (shipping, banking, oil) โ sanctioned-country oil discount spreads, shadow-fleet shipping names
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CBP.gov Nationwide Encounters public data tables (official CSV)
Nationality mix shifts track upstream instability (Venezuela collapse, Haiti gang war) ahead of mainstream coverage โ US immigration-policy-sensitive equities, remittance-flow proxies
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Ukraine's official air alert map API (alerts.in.ua has a free API for developers) or vadym-nikolaiev alerts feed
Alert duration/frequency by region is a granular, high-frequency proxy for where Russian strike pressure is concentrating, ahead of MoD summaries โ Ukrainian grain corridor risk, European gas/electricity prices tied to Ukraine grid strikes
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Ukrainian Sea Ports Authority (uspa.gov.ua) statistics or JMDI/Black Sea Grain Initiative dashboards (where still published)
Port throughput is a direct real-supply signal for wheat/corn markets ahead of USDA reports โ wheat/corn futures, Ukraine sovereign debt
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Panama Canal Authority (pancanal.com) advisory-to-shipping notices
While drought-driven, restriction changes interact with Red Sea rerouting to compound global shipping-capacity stress โ useful cross-chokepoint signal โ global container freight rates
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Flightradar24 flight-path data cross-referenced with Taiwan MND exercise NOTAMs
Airline routing decisions reveal real-time private assessment of exercise danger zones, ahead of full media coverage โ Taiwan/China regional airline costs, Taiwan risk premium
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defense.gov press releases and transcripts (public RSS)
Briefing frequency and topic emphasis is a soft but quantifiable proxy for operational tempo the Pentagon is willing to acknowledge โ defense sector sentiment, Red Sea risk basket
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Reuters World News RSS / AP News RSS free feeds
Simple mention-velocity is a crude but free news-flow proxy usable as a control variable against the more specific signals above โ broad geopolitical-risk basket, VIX correlation check
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UNHCR ODP (data.unhcr.org) public API
Displacement stock changes are a slower-moving but official confirmation of conflict severity that can validate or fade faster ACLED-style event signals โ humanitarian-crisis-adjacent aid/logistics contractor demand, host-country fiscal stress
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ADS-B Exchange (adsbexchange.com) historical/live feed
Unscheduled diplomatic or military transport traffic spikes ahead of announced visits, arms deliveries, or evacuations, often before press confirmation โ event-driven geopolitical trades around specific visits/deliveries
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SIPRI Arms Transfers Database (sipri.org) public query tool/CSV export
SIPRI logs transfers with a lag but is the only complete, non-self-reported cross-check on defense-contractor export claims and regional rearmament pace โ defense-contractor export-order confirmation, regional arms-race trades
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Redacted and held back โ our highest-signal feeds plus anything with compliance restrictions. Not for sale yet. The FREE and PREMIUM tiers are on pricing.
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