Question trackingTracking
Will the U.S. invade Iran before 2027?
Current read
Current likelihood holds steady at 15.5%. The U.S. and Iran are already engaged in an air war, but there is no sign of escalation toward a full-scale ground invasion.
Where the answer stands
- Will the U.S. invade Iran before 2027?
During this period, U.S. forces conducted limited strikes on Iranian rocket launchers on Larak Island—the first direct military action in a month—prompting Iran to retaliate with ballistic missiles against U.S. bases in Jordan. President Trump posted AI-generated videos falsely claiming Iran's Kharg Island had been destroyed, though the island remains intact. The U.S. Air Force Chief of Staff visited Israel to discuss the six-month-old air campaign against Iran. While military friction persists, all actions remain confined to airstrikes and missile exchanges, with no evidence of ground force mobilization or invasion preparations, leaving the current likelihood unchanged.
Key developments
- U.S. forces struck Iranian rocket launchers on Larak Island; Iran retaliated with ballistic missiles against U.S. bases in Jordan.
- Trump posted AI-generated videos falsely claiming Iran's Kharg Island was destroyed; the island remains intact.
- U.S. Air Force Chief of Staff visited Israel to discuss the six-month-old air campaign against Iran and future cooperation.
How we read it
The U.S. strike on Larak Island was limited and tactical, aimed at preventing sea mine deployment, not a prelude to invasion.
Trump's fake video and Iran's missile retaliation show both sides are still engaged in information warfare and limited military responses, not moving toward full-scale war.
The high-level U.S.-Israeli military meeting focused on the six-month air campaign, with no mention of ground invasion plans or preparations.
Current likelihood holds at 15.5%, as all new evidence points to the conflict remaining at the existing air-war level, with no signals of escalation to a ground invasion.
Earlier updates
- — current likelihood indicates a roughly 29.5% probability of a U.S. invasion of Iran before 2027, unchanged during this period.; During this period, the U.S.-Iran conflict continued to escalate, yet the synthesized read's likelihood for an invasion probability remained stable at 29.5%. Evidence of intensifying military confrontation—including U.S. casualties in Iraq, Iran's warning to Bulgaria, and political battles in Congress over war funding—did not significantly shift expectations for the conflict to escalate into a full-scale ground invasion. Meanwhile, a landmark U.S.-Saudi nuclear deal may indirectly heighten regional tensions but does not directly point to an invasion of Iran.
- — current likelihood indicates a slight increase to 30.5% probability of a U.S. invasion of Iran before 2027, as Congressional efforts to limit military action coexist with escalating regional conflict.; During this period, the synthesized read-priced probability of an invasion edged up from 29.5% to 30.5%. This shift occurred amid two contradictory developments: the U.S. House passed a resolution seeking to limit the president's military actions against Iran, reflecting growing domestic unease over the escalating conflict; meanwhile, Houthi attacks on Saudi tankers in the Red Sea heightened regional instability and drove up oil prices, while a U.S.-Saudi nuclear deal raised proliferation fears that could indirectly increase long-term confrontation risks. Together, these events led the synthesized read to slightly raise its assessment of invasion likelihood.
- — current likelihood holds steady at 30.5%, but Trump's direct threat to bomb an Iranian nuclear site marks a significant escalation in military rhetoric.; During this period, current likelihood for a U.S. invasion of Iran remained unchanged at 30.5%. However, tensions escalated sharply as President Trump threatened on July 21 to bomb Iran's deeply buried Pickaxe Mountain nuclear site 'very heavily' and 'pretty soon.' This threat pivots the U.S.-Iran confrontation from indirect conflict over the Strait of Hormuz to a direct strike on Iran's core nuclear program, with Iran warning of a regional war. Despite the fiery rhetoric, expert doubts about the ability of U.S. bunker-busters to destroy the facility may explain why current likelihood did not immediately adjust upward.
- — current likelihood dropped sharply by 6pp to 24.5%, as Pentagon accusations of hiding casualties likely eroded public support for the war, reducing the likelihood of a full-scale invasion.; current likelihood for a U.S. invasion of Iran fell sharply by 6 percentage points to 24.5% this period, reversing the tense standoff from the previous cycle driven by Trump's bombing threats. The drop coincides with reports accusing the Pentagon of concealing the true casualty count from the ongoing Iran war. Critics allege the official death toll was politically manipulated, reduced from 18 to 14, to hide an increasingly unpopular conflict. Despite denials, the report likely further eroded domestic support for military escalation, diminishing the political feasibility of a full-scale ground invasion.
- — current likelihood fell another 4pp to 20.5%, as the relocation of an international sporting event underscored deteriorating regional security, yet the likelihood of a full-scale invasion continued to decline.; current likelihood for a U.S. invasion of Iran fell another 4 percentage points this period, from 24.5% to 20.5%, extending the prior period's downward trend. The sole major development was F1's decision to relocate the Bahrain Grand Prix to Malaysia and cancel the Saudi race due to security concerns from the Iran war, with Qatar and Abu Dhabi also uncertain. This underscores the widening regional impact of the conflict but offers no direct signal of U.S. military escalation. The continued decline in current likelihood aligns with the prior period's domestic political headwinds—Pentagon accusations of hiding casualties—further suggesting that a full-scale ground invasion is becoming less likely.
- — current likelihood rebounded slightly by 2pp to 22.5%, with ongoing conflict but no direct invasion signal.; During this period, current likelihood for a U.S. invasion of Iran ticked up from 20.5% to 22.5%, reversing a prior downward trend. This slight rebound may be driven by escalating regional tensions, such as the Houthi threat to blockade Saudi oil in the Red Sea (Event 2) and Iran's accusation of a Ukrainian attack on a Caspian Sea vessel (Event 5), which heightened the sense of instability. Conversely, the Pentagon's launch of a challenge for cheap long-range weapons (Event 0) suggests a focus on sustaining the current conflict intensity at a lower cost, rather than preparing for a full-scale invasion. Overall, current likelihood remains in a low-level fluctuation, lacking decisive evidence pointing to a ground invasion.
- — current likelihood edged up 1pp to 23.5%, with regional conflict escalating but no direct invasion signal.; During this period, current likelihood for a U.S. invasion of Iran ticked up slightly from 22.5% to 23.5%, continuing the previous rebound. This movement was primarily driven by a large-scale drone attack on Saudi Arabia by Iran-backed Houthis and Iraqi militias (Event 3), marking a significant escalation in the proxy war and heightening regional instability. Concurrently, the planned Netanyahu-Trump meeting (Event 4) and Zelensky's warning about Russia-Iran intelligence sharing (Event 2) underscored the interconnectedness of Middle Eastern tensions. However, these events represent a horizontal spread of conflict rather than a vertical escalation toward a direct U.S. ground invasion, resulting in only a minor current likelihood adjustment.
- — current likelihood jumped 3pp to 26.5% as the U.S. and Saudi Arabia launched direct military strikes on Iranian proxies, marking a significant escalation.; current likelihood for a U.S. invasion of Iran surged 3 percentage points from 23.5% to 26.5% this period, the largest single-day jump in recent history. The sharp movement was primarily driven by joint U.S.-Saudi airstrikes against Iran-backed Popular Mobilization Forces in Iraq (Event 0), a significant shift from proxy warfare to direct military intervention by a major power. Iran's IRGC retaliated with attacks on Jordan, further escalating regional tensions. Additionally, the White House's controversial use of pop songs in videos celebrating strikes on Iranian targets (Event 1) indirectly confirmed the heightened pace of military operations, collectively fueling the rapid shift in likelihood expectations.
- — current likelihood fell 2pp to 24.5% as a massive U.S. missile procurement deal suggests a strategic focus on defense and deterrence, despite an Iranian proxy attack on a U.S. vessel.; During this period, current likelihood for a U.S. invasion of Iran fell 2 percentage points from 26.5% to 24.5%, partially retracing the previous period's gains. This pullback was primarily driven by the U.S. Department of Defense's record $58.6 billion contract to Lockheed Martin for Patriot missile production (Event 0), a deal aimed at replenishing depleted stockpiles and signaling a strategic focus on strengthening defense and deterrence rather than launching a large-scale ground invasion. Concurrently, a drone strike on a U.S.-owned LNG vessel at an Egyptian port (Event 1), attributed to Iran or its proxies, did not trigger current likelihood for immediate escalation, instead highlighting the proxy nature of the conflict.
- — current likelihood edged down 1pp to 23.5%, extending the mild pullback trend driven by a defensive strategic posture in the absence of major new catalysts.; the synthesized read-implied probability of a U.S. invasion of Iran drifted down from 24.5% to 23.5% this period, extending the mild pullback seen previously. With no fresh geopolitical catalysts, the synthesized read continued to digest the implications of the record U.S. missile procurement deal, which points to a strategic emphasis on defense and deterrence. In the absence of escalation signals, the read appeared to reinforce the view that a large-scale ground invasion is not the current priority.
- — current likelihood held flat at 23.5%, as complex signals from the Gaza ceasefire deal and U.S.-Iran cyber conflict offset each other, leaving the low-probability assessment of a large-scale ground invasion unchanged.; current likelihood for a U.S. invasion of Iran held steady at 23.5% this period, showing no movement. Two emerging geopolitical threads sent opposing signals. On one hand, the Trump administration's high-profile announcement of a phased Gaza disarmament deal signaled a willingness to reshape Middle East security through diplomacy, partially diluting the narrative of a military focus on Iran. On the other, Iran was blamed for cyberattacks on water systems across multiple U.S. states, yet Trump's unusual response—deflecting blame onto domestic political rivals—blunted what could have been a crisis sharpening the case for a harder line against Tehran. Neither development directly addressed the core logic of whether U.S. ground forces would invade Iran, leaving the synthesized read in a wait-and-see posture.
- — current likelihood fell 3 percentage points to 20.5%, as Trump's suspension of military strikes and claim of a deal framework significantly reduced near-term war risk.; During this period, the current likelihood assessment of a U.S. invasion of Iran dropped from 23.5% to 20.5%, a decline of 3 percentage points. The sole catalyst was Trump's announcement suspending planned U.S.-Israeli strikes and claiming a deal framework had been reached on opening the Strait of Hormuz and ending the nuclear threat. Although Iran quickly denied requesting the halt, the U.S. decision to 'hit the brakes' on military action directly weakened concerns about continued escalation and an eventual ground invasion. This development marks the first time since the conflict began in late February that a diplomatic path has shown concrete contours, prompting the synthesized read to shift near-term war risk.
- — Current likelihood edged up to 21.5%, as the digested news of Trump's strike cancellation is offset by persistent risks of renewed escalation.; The current likelihood of a U.S. invasion of Iran ticked up slightly from 20.5% to 21.5% this period. The dominant event remains Trump's announcement canceling military strikes on Iran and pivoting to diplomacy, which caused oil prices to plunge. However, its cooling effect on war risks was already priced in during the previous period. With no new direct conflict signals, the likelihood saw a minor technical rebound as the news was fully absorbed. Peripheral events, such as the strengthening Indian rupee, confirmed a brief easing of tensions, but analyst warnings of potential re-escalation capped further downside movement.
- — Current likelihood fell sharply to 16.5%, as evidence of an ongoing US-Iran war emerges, but the narrative of a full-scale invasion is weakened.; The current likelihood of a U.S. invasion of Iran plummeted from 21.5% to 16.5% this period. The primary driver was not de-escalation, but a recalibration of what 'invasion' entails. New evidence indicates the U.S. and Iran have been locked in a high-intensity, asymmetric war since February 2026, depleting U.S. long-range precision munitions and sparking a controversy over reclassified casualty data. This months-long conflict pattern fundamentally diverges from the 'future invasion' scenario previously priced in, leading to a sharp downward revision of its likelihood. Meanwhile, oil price volatility following retaliatory strikes reflects a deepening, not ending, conflict.
- — Current likelihood edged down to 15.5%, as diplomatic signals emerge but high-intensity conflict persists, further marginalizing a full-scale invasion scenario.; The current likelihood of a U.S. invasion of Iran edged down from 16.5% to 15.5% this period. The sole new evidence points to potential diplomatic engagement between the U.S. and Iran over reopening the Strait of Hormuz. This signal drove oil prices lower and boosted equities, but did not alter the fundamental reality that the two nations have been locked in an asymmetric war since February 2026. The ongoing conflict pattern—dominated by long-range strikes and proxy actions—continues to diverge from the definition of a full-scale ground invasion, keeping the likelihood under pressure at low levels.
- — Current likelihood rebounded to 18.5%, as Iran's retaliatory threats against Gulf states and parallel diplomatic maneuvering heighten escalation risks, though a large-scale ground invasion remains a non-central scenario.; This period saw the current likelihood of a U.S. invasion of Iran rebound from 15.5% to 18.5%. The primary driver was Iran's stern warning, delivered through high-level diplomatic channels, that any new U.S. strikes on its energy infrastructure would trigger retaliatory attacks on Gulf oil, power, and water facilities. This threat escalates the conflict from a bilateral U.S.-Iran confrontation into a potential full-blown regional crisis, prompting Saudi Crown Prince Mohammed bin Salman to urgently intervene and convince President Trump to cancel a planned attack. While diplomacy temporarily averted an immediate strike, Iran's tit-for-tat strategy has markedly increased the probability of miscalculation and wider conflict, pushing the current likelihood higher.
- — Current likelihood fell to 16.5%, as a heated internal dispute over depleted U.S. missile stockpiles exposes the fragility of sustained combat capability, weakening the military prerequisite for a large-scale ground invasion.; This period saw the current likelihood of a U.S. invasion of Iran fall from 18.5% to 16.5%. The sole but highly significant driver was a heated clash between President Trump and Defense Secretary Hegseth at Camp David over severely depleted stockpiles of long-range precision missiles and Patriot interceptors. Analysts estimate that Patriot interceptors have plummeted from 2,300 pre-war to under 830, a figure that directly undermines the foundation for sustaining high-intensity operations. Despite the White House's public denial and launch of a leak investigation, the open rift among top leadership and the hard constraint of strategic resources make a ground invasion—which demands overwhelming logistical backing—increasingly unrealistic.
- — Current likelihood holds at 16.5%, as new sanctions reinforce the economic pressure track without altering the military prerequisites for a ground invasion, leaving the overall picture unchanged.; The current likelihood of a U.S. invasion of Iran held steady at 16.5% this period. The sole driving event was the U.S. Treasury's sanctioning of six entities in China, India, Russia, and Iran for aiding Mahan Air, an airline tied to the IRGC. Treasury Secretary Bessent framed the move as part of an ongoing effort to disrupt Iranian military networks and cut off their funding. These sanctions extend the existing economic pressure strategy rather than signaling a military escalation, leaving unchanged the low-probability assessment established last period by the dispute over depleted missile stockpiles.
- — Current likelihood fell from 16.5% to 15.5%, as the Hormuz blockade escalated into direct maritime confrontation, though the incident remains a regional clash rather than a trigger for a U.S. ground invasion of Iran.; The current likelihood of a U.S. invasion of Iran edged down to 15.5% this period. The sole development was a dangerous escalation in the Revolutionary Guards' ongoing blockade of the Strait of Hormuz: the UAE accused Iran of attacking an ADNOC tanker, calling it piracy. This shifts the U.S.-Iran confrontation from economic pressure and proxy warfare toward direct maritime friction. However, the target was a third-country commercial vessel, not a U.S. military asset, and Iran simultaneously signaled diplomatic maneuvering through talks with Oman on an alternative shipping route, suggesting an effort to manage escalation. On balance, the incident heightens regional tensions but does not cross the political and military thresholds required for a large-scale U.S. ground invasion, leading to a modest downward revision from the prior period.
- — Current likelihood edged back up from 15.5% to 16.5%, with no new substantive events this period; the assessment remains unchanged.; The current likelihood of a U.S. invasion of Iran ticked up slightly to 16.5% this period, though the move lacked a clear event driver. The past 24 hours produced no major developments directly tied to U.S.-Iran military confrontation—no fresh reports of escalation, and no diplomatic breakthroughs. Tensions from the previous period's Hormuz tanker incident persist, but that event has moved into diplomatic and legal channels without sparking further military clashes. Absent new evidence, the modest uptick in likelihood reflects inertial risk assessment rather than a reassessment of the situation. The political and military thresholds for a large-scale U.S. ground invasion remain extremely high, leaving the overall picture essentially unchanged from the prior period.
- — Current likelihood edged up from 16.5% to 17.5%, as new evidence shows persistent U.S.-Iran tensions, though still short of a full-scale invasion threshold.; The current likelihood of a U.S. invasion of Iran ticked up by 1 percentage point to 17.5% this period, driven by two new developments. First, the report of President Trump's covert evacuation from Ankara due to an Iranian assassination threat vividly illustrates the ongoing shadow war and heightened security posture between the two nations, reinforcing the risk of an accidental clash. Second, the U.S. Senate passed a bill that includes sanctions on Iran's energy sector, signaling continued economic pressure from Washington. While these events intensify the adversarial atmosphere, neither indicates that the U.S. is preparing for or has decided on a large-scale ground invasion. The slight uptick in likelihood reflects a deepening of existing risks rather than a fundamental shift in the probability of war.
- — Current likelihood holds at 17.5%, as new evidence confirms persistent high-risk U.S.-Iran confrontation but does not alter the assessment of a full-scale invasion.; The current likelihood of a U.S. invasion of Iran remained unchanged at 17.5% this period. The sole significant development was President Trump's confirmation that he secretly switched planes in Ankara after a NATO summit in July due to an Iranian assassination threat. This incident vividly spotlights the ongoing covert war and heightened security posture between the two nations, corroborating prior assessments of accidental conflict risks. However, the event is fundamentally a confirmation of existing tensions, not an escalation. It provides no indication that the U.S. is preparing or deciding to launch a full-scale invasion requiring massive ground forces. The unchanged likelihood reflects the continuation of a high-risk stalemate.
- — Current likelihood holds at 17.5%, as a significant escalation in regional proxy conflicts does not alter the assessment of a direct, full-scale U.S. invasion.; The current likelihood of a U.S. invasion of Iran remains unchanged at 17.5% this period. Two major developments paint a picture of a regional powder keg igniting: Iran-backed Houthi rebels launched deadly, simultaneous attacks on a Saudi oil refinery and a key Red Sea port, killing several people, including Pakistani citizens. In direct response, Saudi Arabia, Pakistan, and Turkey swiftly signed the Mecca Joint Defense Pact. These events confirm that Iran's strategy of internationalizing the conflict through proxies is working, drawing more nations into the confrontation. However, the escalation is primarily characterized by regional nations being forced to band together for self-preservation, not by the U.S. preparing for a ground war. The new military alliance reflects allies' doubts about U.S. security guarantees and a will for autonomous defense, which paradoxically reduces the necessity for direct U.S. military intervention. The unchanged likelihood reflects a complex situation where the intensity of proxy warfare is rising while the threshold for direct great-power conflict remains high.
- — Current likelihood edges further down to 15.5%, as severe readiness issues exposed by a U.S. carrier rotation weaken the immediate capacity for a large-scale ground invasion.; This period, the likelihood of a U.S. invasion of Iran fell from 17.5% to 15.5%. The shift is primarily driven by a severe readiness crisis exposed during a key U.S. naval deployment. The USS Abraham Lincoln, on a deterrence mission in the Arabian Sea, is being prematurely rotated out after an extended deployment led to crew mental breakdowns, supply shortages, and suicides. This directly undermines the U.S. military's ability to sustain high-intensity operations in the region, starkly contrasting with the logistical and personnel demands of a full-scale ground invasion. Concurrently, the signing of the Mecca Joint Defence Agreement by Saudi Arabia, Pakistan, and Turkey further reshapes the regional landscape, reflecting deepening doubts about U.S. security commitments and a move toward self-reliant defense structures. Taken together, the U.S. military's overstretched readiness and its allies' autonomous defense posture jointly reduce the near-term feasibility of a direct U.S. invasion of Iran.
- — Current likelihood holds at 16.5%, as the deepening crisis on the USS Lincoln reinforces the assessment of U.S. incapacity for a large-scale ground invasion rather than introducing new upside risk.; The current likelihood of a U.S. invasion of Iran held steady at 16.5% this period. The sole significant development was the release of further details on the mental health crisis aboard the USS Abraham Lincoln, including multiple sailors attempting to go overboard, supply shortages, and public protests by families. This event deepens the previous period's narrative of readiness failures, further confirming the fragility of personnel and logistics under extended deployments. While the acting Navy Secretary acknowledged the strain, Defense Secretary Hegseth dismissed the reports as 'fake news,' a denial that does not resolve the underlying problems. On balance, the event reinforces the existing assessment that the U.S. military is ill-prepared for a large-scale ground invasion of Iran in the near term, leaving the current likelihood unchanged.
- — Current likelihood holds at 16.5%, with no new evidence emerging this period to challenge the narrative of U.S. military readiness fragility.; The current likelihood of a U.S. invasion of Iran remained flat at 16.5% this period. No new events related to the topic surfaced in the past 24 hours, leaving the information environment in a lull. The assessment reinforced in the previous period—centered on the USS Lincoln mental health crisis and the U.S. military's inability to sustain a large-scale ground invasion against Iran under high-tempo deployments—faced no challenge or revision from fresh information. With no catalyst to push the probability upward and no further negative evidence to weaken the invasion scenario, the synthesized read remains unchanged.
- — Current likelihood rises to 18.5%, as U.S.-Iran tensions escalate significantly, but the strategic threshold for a full-scale invasion remains extremely high.; The current likelihood of a U.S. invasion of Iran rose from 16.5% to 18.5% this period, an increase of 2.0 percentage points. The primary driver was a significant escalation in the U.S.-Iran standoff over the Strait of Hormuz: a 60-day ceasefire expired without renewal, shipping traffic collapsed to a fraction of pre-war levels, and President Trump threatened to bomb Oman to assert control over the waterway, heightening regional military tensions. These events signal a growing risk of direct military friction between the two countries. However, Trump simultaneously ordered a major reduction in U.S.-South Korea military exercises, a decision that reinforces his pattern of retracting overseas military commitments to prioritize domestic issues—a posture fundamentally at likelihood with the strategic mobilization required for a large-scale ground invasion of Iran. On balance, the escalating confrontation raises the probability of an accidental clash, but the strain on U.S. strategic resources remains a fundamental constraint on any invasion decision.
- — Current likelihood holds at 17.5%, with no new major developments driving change, leaving the assessment unchanged from the prior period.; The current likelihood of a U.S. invasion of Iran remains at 17.5% this period, unchanged. The past 24 hours produced no new events or significant developments capable of shifting the assessment. The prior period had already elevated tensions to a high level with the escalation in the Strait of Hormuz and Trump's threat to bomb Oman, but this period lacks fresh signals to confirm whether those tensions are intensifying, easing, or holding steady. In the absence of new evidence, the previous judgment—that the risk of accidental conflict has risen but the strategic threshold for a full-scale invasion remains extremely high—continues to hold.
- — Current likelihood holds at 17.5%, as Trump's declared 'economic warfare' reinforces the maximum pressure path but does not signal a direct military invasion.; The current likelihood of a U.S. invasion of Iran remains at 17.5% this period. Trump's declaration of 'unprecedented economic warfare' from San Francisco, including threats of secondary sanctions, marks a sharp escalation in non-military pressure. However, this move does not, by itself, increase the probability of a direct U.S. military invasion and may instead be interpreted as an attempt to substitute military action with economic coercion. Concurrently, the UAE accused Iran of a ballistic missile attack and severed economic ties, showing the regional conflict is metastasizing, but this also lacks a clear trigger for direct U.S. military involvement. The new evidence confirms heightened tensions, but the escalation is occurring on economic and proxy levels, not through a full-scale invasion.
- — Current likelihood edges down to 16.5%, with no new evidence this period and tensions proceeding along established tracks.; No new evidence pointing to a U.S. military invasion of Iran emerged this period, and the current likelihood consequently edged down 1 percentage point to 16.5%. Trump's previously declared 'economic warfare' and secondary sanctions threats remain the dominant narrative, but the absence of follow-up escalation has diluted the sense of urgency around direct military conflict. The UAE's severance of ties with Iran also produced no new ripple effects this period. Overall, this was an information vacuum: the existing judgment framework went unchallenged, but the probability of invasion loosened naturally in the absence of fresh catalysts.
- — Current likelihood holds at 16.5%, with no new evidence this period and the situation in a quiet state.; No new evidence related to a U.S. military invasion of Iran emerged this period, leaving the current likelihood unchanged at 16.5%. The Trump administration's previously declared 'economic war' and secondary sanctions threats remain the dominant narrative framework, but the absence of follow-up escalation keeps the urgency of direct military conflict subdued. This was a complete information vacuum — the existing assessment faced no challenges, and the invasion probability held steady in the absence of fresh catalysts.
- — Current likelihood holds at 16.5%. Iran's internal reshuffle signals a harder line but does not alter the existing assessment of a direct U.S. military invasion.; This period saw Iran's Supreme Leader appoint former IRGC commander Mohsen Rezaei to head the Supreme National Security Council, a reshuffle occurring amid ongoing hostilities with the U.S. and Israel. The move is widely read as hardliners further consolidating power in Tehran and signals a more confrontational posture toward Washington. However, it remains an internal power-structure adjustment and offers no new evidence that the U.S. will launch a ground invasion. The current likelihood holds steady at 16.5%, with the existing assessment unchallenged.
- — Current likelihood holds at 16.5%. No new developments this period; the existing assessment stands.; No new events related to U.S.-Iran military confrontation were captured this period. The hardline signals from Iran's earlier internal reshuffle have been absorbed, and there is currently no fresh evidence to push the probability of a direct U.S. invasion higher. With no new information entering the picture, the likelihood remains flat at 16.5%, and the judgment tone is unchanged from the previous period.
- — Current likelihood holds at 16.5%. Iran's gas discovery is an economic development that does not alter the probability of military confrontation.; The sole event this period was Iran's announcement of a major natural gas discovery in Fars province. This development primarily feeds into an economic narrative of Iran attempting to sustain energy supplies under sanctions and military pressure, lacking a direct link to the core question of whether the U.S. will launch a ground invasion. The event shows neither an escalation in U.S. military posture nor heightened Iranian provocation, and thus has no directional impact on the likelihood of military confrontation between the two countries.
- — Current likelihood falls to 14.5%. U.S. sanctions on Iran escalate, but signals of military action do not strengthen in parallel.; The most notable development this period is the U.S. announcement of its 'toughest sanctions in history' on Iran, explicitly targeting China as the main pressure point, marking a sharp escalation in economic confrontation. However, this sanctions escalation is not accompanied by corresponding signals of military buildup or direct threats of force. Instead, Trump ordered a reduction in joint military exercises with South Korea, partly because Seoul refused to join actions against Iran, suggesting headwinds in building a military coalition. The intensification on the economic front, combined with signs of isolation on the military front, has led to a slight decrease in the current likelihood of an invasion, from 16.5% to 14.5%.
- — Current likelihood holds at 15.5%, with no new events driving change this period.; No new events related to a potential U.S. invasion of Iran were captured during this period. The previous assessment, which saw a slight decline to 14.5% due to escalating sanctions alongside military alliance headwinds, remains unchanged in the absence of new information. The current likelihood holds steady at 15.5%, reflecting a relatively quiet observation window with neither new escalatory actions nor diplomatic breakthroughs to ease tensions.
- — Current likelihood fell from 15.5% to 9.5%, as diplomatic engagement and conflict management signals significantly undercut the immediacy of an invasion.; This period saw a mix of military posturing and diplomatic probing between the U.S. and Iran. Trump's provocative claim over the Strait of Hormuz raised tensions, but Iran and Oman quickly advanced talks on a joint shipping corridor, signaling a clear intent to manage the conflict and avoid escalation. Meanwhile, the CIA director's secret Moscow visit to discuss Iran suggests the U.S. is still pursuing non-military solutions through intelligence and diplomatic channels. The carrier rotation sustains military pressure, but the overall picture does not point to an imminent ground invasion. The synthesized read fell 6 percentage points to 9.5%.
- — Current likelihood holds near 13.5%, with no new substantive developments this period and the situation largely unchanged from the prior window.; Over the past 24 hours, no new reports emerged directly involving U.S.-Iran military confrontation or diplomatic engagement. The prior period's dynamic of 'diplomatic management coexisting with military pressure' persisted, with no fresh signals to either strengthen or weaken invasion expectations. The current likelihood edged up 1 percentage point to 13.5%, reflecting more of a technical correction after the prior sharp decline than any fundamental shift. Given the absence of new evidence, no directional adjustment is made this period.
- — Current likelihood holds at 13.5%, as new financial sanctions do not alter the fundamental U.S.-Iran military standoff.; This period saw the U.S. Treasury sanction the UAE branches of an Egyptian bank, alleging it processed $1.8 billion for Iran's shadow banking network. This marks the first secondary sanctions blocking an Egyptian bank from dollar access, signaling an escalation in financial pressure on Iran. However, the action falls within the realm of economic warfare and does not involve military deployments, diplomatic ultimatums, or direct confrontation, leaving the assessment of invasion likelihood unchanged. The synthesized read holds steady at 13.5%.
- — Current likelihood edges up from 13.5% to 15.5%, though the move lacks fresh evidence and largely reflects the inertial carry of existing tensions.; No new substantive events emerged during this period. The ripple effects of the previous period's financial sanctions persist, but no follow-up military signals or diplomatic escalations materialized. The current likelihood ticked up 2 percentage points to 15.5%, reflecting the inertial carry of the U.S.-Iran standoff rather than any new development. Absent fresh evidence, this slight uptick reads more as noise than a trend signal.
- — Current likelihood holds steady at 15.5%. The U.S. and Iran are already engaged in an air war, but there is no sign of escalation toward a full-scale ground invasion.; During this period, U.S. forces conducted limited strikes on Iranian rocket launchers on Larak Island—the first direct military action in a month—prompting Iran to retaliate with ballistic missiles against U.S. bases in Jordan. President Trump posted AI-generated videos falsely claiming Iran's Kharg Island had been destroyed, though the island remains intact. The U.S. Air Force Chief of Staff visited Israel to discuss the six-month-old air campaign against Iran. While military friction persists, all actions remain confined to airstrikes and missile exchanges, with no evidence of ground force mobilization or invasion preparations, leaving the current likelihood unchanged.