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You're missing scenario 3: Iran managed to deplete Israeli AD and destroy a significant number of critical military buildings and Israel doesn't want it to continue and the US isn't willing to start a war to save them.
My thought is why not continue to push Israel then if that’s the case?
~~But I guess it’s not relevant since it looks like the ceasefire was a fabrication from trump which isn’t surprising given it didn’t make sense at this point.~~
~~I expect Iran to continue to launch the 20-30 rockets a day that Israel will be forced to expend its limited and expensive interceptors. The war of attrition favors them and hopefully means the US won’t get involved anymore.~~
~~From there it’ll come down to if the US will look to restock them and what Irans response will be if they do.~~
Ceasefire confirmed, I’d expect Iran pushes for nuclear weapons at this point since this isn't the last of aggression they’ll face from Israel.
It's worth noting that a ceasefire can be a strategic weapon in a war of attrition, so long as you know it's temporary and take the time to re-arm.
We have seen brief (basically unilateral decision by Russia) ceasefires between Russia and Ukraine where Russia takes the opportunity to re-arm/examine strategy and Ukraine just takes any respite they can get.
Iran accessing and potentially relocating weapons currently unusable due to the initial Israeli attack and limited regional air superiority (caved in storages where the actual weapons are fine just inaccessible currently for example) is much more valuable than Israel re-upping their air defense for it to just be depleted again.
Looks like Iran has agreed to a ceasefire
Edit: This turned out to be wrong
Edit2: maybe they want a ceasefire on their own terms?
—❗️🇮🇷/🇮🇱 BREAKING: Semi-official Iranian state media, Fars News, reports that Trump's announcement about Iran agreeing to a ceasefire is completely false, and that Iran will prove this fact 'on the ground' soon
@Middle_East_Spectator