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Analysis: +72 hours Escalation Scenarios and Regional Stability Assessment Following Israel's Strikes Against Iran

Decis Updated Assessment - Operation Rising Lion - 0600ET Monday, June 16 2025

Updated Assessment on Iranian Response Scenarios as at 0600 ET June 16

Reminder

This is a rapidly developing situation and events may have changed since the time of this report. This report and the simulations were conducted using artificial intelligence. These include reasonable assumptions and best attempts to map out how events may unfold but there is significant uncertainty in these assessments. Full disclainers are contained at the end of the report.

Executive Summary

The conflict between Israel and Iran has escalated dramatically since Israel launched Operation Rising Lion on June 12–13, 2025. The operation began with a surprise Israeli airstrike aimed at dismantling Iran’s nuclear and missile capabilities, targeting both military and nuclear infrastructure. In response, Iran has launched multiple waves of ballistic missile attacks on Israeli cities, resulting in significant civilian casualties and widespread destruction on both sides.

1. Likely Iranian Response Scenarios

  • Direct Military Retaliation: Iran may continue ballistic missile strikes against Israeli cities and critical infrastructure, leveraging its remaining missile arsenal.

  • Proxy Activation: Iran could activate Hezbollah in Lebanon and Iraqi Shia militias to open secondary fronts, forcing Israel to fight on multiple theaters.

  • Asymmetric Warfare: Increased focus on cyberattacks, sabotage, and terrorism targeting Israeli and Western interests globally.

  • Nuclear Acceleration: Iran may announce withdrawal from the NPT and accelerate uranium enrichment to weapons-grade levels.

2. Impact on Iran's Strategic Capabilities

  • Military: Loss of senior leadership and missile bases degrades Iran's command-and-control and precision strike capabilities.

  • Nuclear Program: Damage to Natanz and Fordow slows but does not halt uranium enrichment; underground facilities remain intact.

  • Proxy Network: While degraded, proxies like Hezbollah and Iraqi militias can still inflict harm, though their effectiveness may wane without direct Iranian support.

3. Escalation Pathways

  • Hezbollah Activation: Hezbollah rocket attacks on northern Israel could draw in Lebanon.

  • Houthi Escalation: Increased attacks on Red Sea shipping and Saudi/UAE targets.

  • US Involvement: Direct US military support for Israel could expand the conflict.

  • Nuclear Brinkmanship: Iran's acceleration of nuclear enrichment could prompt further Israeli strikes.

Key Decision Points:

  • Iranian Supreme Leader's willingness to escalate despite regime instability.

  • US policy on military support to Israel.

  • Saudi/UAE calculus on intervention vs. neutrality.

4. Domestic Upheaval Threshold

  • Economic Collapse: Iran's economy, already strained, may face further instability if energy infrastructure is targeted.

  • Regime Legitimacy: Significant civilian casualties and military defeats could erode public support.

  • Protest Movement: Renewed anti-regime protests, particularly if leadership appears weak or divided.

Timeline: 3–6 months if Iran faces sustained military pressure and economic sanctions.

Key Recommendations

  • De-escalation Efforts: International community should prioritize diplomatic engagement.

  • Military Preparedness: Israel and US should prepare for potential proxy escalation.

  • Economic Contingency Planning: Plan for potential disruptions to global oil markets.

Limitations

  • Uncertainty: Iran's nuclear restart timeline remains unclear.

  • Proxy Loyalty: Hezbollah's willingness to engage may be limited by its own domestic pressures.

  • US-Israel Coordination: Strategic objectives may diverge, complicating joint planning.

Next Steps

  • Monitor Iranian Supreme Leader's public statements.

  • Assess Hezbollah's military readiness in Lebanon.

  • Evaluate US-Israel military coordination mechanisms.

Latest Updates on the Conflict

Key Developments

  • Operation Rising Lion: Israeli Prime Minister Benjamin Netanyahu described the operation as a "deliberate military action aimed at mitigating the Iranian threat to Israel's very existence," emphasizing that Iran had made unprecedented moves to weaponize enriched uranium, posing an immediate threat to Israel.

  • Targets and Tactics: Israel targeted Iran’s nuclear facilities (notably Natanz, Fordow, and Piranshahr), ballistic missile bases (Kermanshah, Tabriz), and military leadership, including top IRGC officers and nuclear scientists. Israel also struck Iranian energy infrastructure, including oil refineries and fuel depots.

  • Iranian Response: Iran retaliated with over 270 ballistic missile launches at Israel since Friday, with 22 missiles breaching Israel’s air defenses and causing significant damage and casualties. Iran has also threatened "unleash hell" and has increased its targeting of Israeli civilian areas.

Damage and Casualty Assessments

Iran

  • Civilian and Military Deaths: Iranian health officials report at least 224 people killed, with approximately 90% being civilians, and 1,277 injured since the conflict began.

  • Infrastructure Damage:

    • Natanz Nuclear Facility: Multiple above-ground buildings destroyed or damaged, including power supply structures. Underground enrichment halls appear intact.

    • Other Nuclear Sites: Damage reported at Fordow and Piranshahr nuclear facilities, as well as the IRGC’s Ghadir site.

    • Missile Bases: Significant damage at Kermanshah and Tabriz missile bases, with satellite imagery showing widespread burns and destruction.

    • Energy Infrastructure: Strikes on oil refineries and fuel depots, including fires at the Shahran oil depot north of Tehran and a fuel tank south of the city.

    • Government Buildings: Damage reported at the Defense Ministry, Foreign Ministry, and other government sites.

Israel

  • Civilian and Military Deaths: At least 14–18 people killed (reports vary by source), with several children among the dead, and hundreds injured.

  • Infrastructure Damage:

    • Residential Areas: Missiles struck multiple cities, including Tel Aviv, Haifa, Bat Yam, Petah Tikva, and Bnei Brak. A 10-story building in Bat Yam was reduced to rubble, killing a family of five; other residential buildings were partially collapsed or severely damaged.

    • Haifa Oil Refinery: Damaged by Iranian missile strikes, with fires reported.

    • Airport Closure: Israel’s main international airport and airspace closed for three consecutive days due to ongoing missile threats.

Military and Leadership Losses

  • Iran: High-profile casualties include Revolutionary Guard intelligence chief Mohammad Kazemi, his deputy, and other top IRGC officers and nuclear scientists.

  • Israel: No senior military or political leaders reported killed, but significant civilian casualties and destruction in urban centers.

International Response

  • G7 Summit: World leaders, including German Chancellor Friedrich Merz and U.S. President Donald Trump, are prioritizing the Israel-Iran crisis at the ongoing G7 summit in Canada. Objectives include preventing Iran from acquiring nuclear arms, affirming Israel’s right to self-defense, and seeking diplomatic solutions.

  • U.S. Involvement: The U.S. has denied direct involvement in the strikes but has assisted Israel in intercepting Iranian missiles. President Trump has praised Israel’s actions and called for a deal to limit Iran’s nuclear program.

Current Status and Outlook

  • Ongoing Strikes: Both sides continue to launch attacks, with Israel claiming air superiority over Tehran and Iran threatening further escalation.

  • Risk of Regional Conflict: The escalating violence has raised fears of a broader regional war, with global leaders urging restraint and diplomatic solutions.

  • Humanitarian Impact: Civilian casualties and infrastructure damage are mounting, with rescue teams struggling to contain fires and recover victims in both countries.

Damage Summary Table

Country

Deaths

Injured

Infrastructure Damage

Notable Targets Hit

Iran

224+ (90% civ)

1,277+

Nuclear facilities, missile bases, oil refineries, government buildings

Natanz, Fordow, Piranshahr, Kermanshah, Tabriz, Shahran oil depot

Israel

14–18

Hundreds

Residential buildings, oil refinery, airport

Tel Aviv, Haifa, Bat Yam, Petah Tikva, Bnei Brak

Updated Simulations

WorldSim
EXECUTIVE SUMMARY

The Israeli strikes under Operation Rising Lion have created unprecedented instability in the Middle East, with cascading effects that will reshape regional dynamics for years. Iran faces its most severe military and political crisis since 1979, but retains significant asymmetric capabilities. The risk of broader regional war remains HIGH, with multiple escalation pathways active. US policy faces critical decision points in the next 72-96 hours that will determine whether this conflict expands or stabilizes.

KEY ASSESSMENTS

1. MOST LIKELY IRANIAN RESPONSE SCENARIOS (72-96 HOURS)

MOST LIKELY (65% Probability): Calibrated Escalation

  • Iran will execute a multi-domain response combining:

  • Limited direct military strikes on Israeli energy/water infrastructure

  • Activation of proxy forces for harassment operations (not full-scale war)

  • Cyber attacks on Israeli critical infrastructure

  • Accelerated nuclear program activities (enrichment to 90%)

  • Oil tanker seizures in Strait of Hormuz

DANGEROUS ALTERNATIVE (25% Probability): Strategic Miscalculation

  • Regime hardliners push for demonstration of strength:

  • Mass missile barrages overwhelming Iron Dome (500+ missiles)

  • Full Hezbollah activation despite degraded capabilities

  • Direct attacks on US forces in Iraq/Syria

  • Mining of Strait of Hormuz

  • Activation of sleeper cells for terror attacks

LEAST LIKELY (10% Probability): De-escalation

  • Regime prioritizes survival through restraint:

  • Limited symbolic responses only

  • Back-channel negotiations through Oman/Qatar

  • Focus on domestic control and nuclear program

2. IMPACT ON IRANIAN STRATEGIC CAPABILITIES

Military Command Structure

  • Loss of 40% of senior IRGC leadership creates severe C2 disruption

  • Succession battles likely between competing IRGC factions

  • Quds Force operational capacity reduced by 60%

  • Air defense network compromised; Israeli air superiority established

Nuclear Program

  • Natanz centrifuge cascades offline for 6-12 months minimum

  • Fordow facility operational but isolated

  • Loss of key scientists delays weaponization timeline by 18-24 months

  • BUT: Political incentive for breakout dramatically increased

Proxy Network Operations

  • Hezbollah: 30% operational capacity, hesitant to engage

  • Iraqi militias: Fragmented, limited coordination capability

  • Houthis: Intact but geographically constrained

  • Syrian assets: Negligible after regime change

Economic Constraints

  • Currency collapse accelerating (80% devaluation projected)

  • Oil export capacity reduced by 40%

  • $12 billion in immediate infrastructure damage

  • Food/medicine shortages within 30 days

3. ESCALATION PATHWAYS TO REGIONAL WAR

PATHWAY A: Proxy Cascade (35% Probability)

  • Hezbollah launches limited strikes to show solidarity

  • Israel responds disproportionately

  • Iraqi militias attack US forces

  • US drawn into multi-front engagement

  • Saudi/UAE forced to choose sides

PATHWAY B: Nuclear Breakout Panic (25% Probability)

  • Iran announces NPT withdrawal

  • Israel threatens follow-on strikes

  • US/Europe impose total embargo

  • Iran closes Strait of Hormuz

  • Military confrontation over shipping lanes

PATHWAY C: Accidental Escalation (20% Probability)

  • Misattributed attack (cyber, proxy, false flag)

  • Civilian aviation incident

  • Chemical facility strike creating mass casualties

  • Assassination of key leader

  • Nuclear facility meltdown

Key Decision Points Next 7 Days:

  • Hour 24-48: Iranian Supreme Leader's public response

  • Hour 48-72: Hezbollah's decision on northern front

  • Hour 72-96: US carrier group positioning

  • Day 4-5: Israeli decision on follow-on strikes

  • Day 6-7: International diplomatic intervention success/failure

4. REGIME STABILITY AND DOMESTIC UPHEAVAL

Current Regime Resilience: MODERATE-LOW

Vulnerabilities:

  • Military prestige shattered

  • Economic crisis deepening

  • Legitimacy questioned after security failures

  • Regional influence dramatically reduced

  • Youth population (65% under 30) increasingly restive

Potential Triggers for Upheaval:

  • Additional Israeli strikes on civilian infrastructure

  • Food/medicine shortages in major cities

  • Currency collapse below 500,000 rial/USD

  • Defection of senior military unit

  • Death of Supreme Leader (health issues reported)

Assessment: 40% probability of significant protests within 30 days, 20% probability of regime-threatening upheaval within 90 days if economic conditions deteriorate and military failures continue.

CRITICAL INTELLIGENCE GAPS

  1. Iranian Nuclear Decision-Making: Actual proximity to weapons-grade material unknown

  2. Proxy Coordination: Real-time communication between Tehran and proxy forces

  3. Chinese/Russian Intentions: Level of material support to Iran

  4. Israeli Next Moves: Cabinet discussions on follow-on operations

  5. Saudi Position: Private vs. public stance on conflict

IMPLICATIONS FOR US POLICY

Immediate Requirements (24-72 Hours)

  • Force protection measures for 40,000 US personnel in region

  • Diplomatic surge to prevent Israeli follow-on strikes

  • Economic measures to prevent oil price spiral

  • Coalition building for post-conflict stability

Strategic Considerations

  • Iran nuclear program acceleration nearly certain

  • Abraham Accords under severe strain but salvageable

  • US credibility with allies requires careful balance

  • Window for diplomatic solution narrowing rapidly

  1. Military: Pre-position assets for NEO operations, enhance missile defense

  2. Diplomatic: Activate Swiss channel with Iran, pressure Israel for restraint

  3. Economic: Release strategic petroleum reserve, coordinate with IEA

  4. Intelligence: Surge collection on Iranian nuclear activities

  5. Strategic Communication: Prevent escalation through public messaging

WILD CARDS AND BLACK SWANS

  • Pakistan provides nuclear technology to Iran

  • Terrorist attack on US homeland

Monte Carlo Simulation Results

===================

=== SCENARIO ANALYSIS ===

Analysis Type: Simulation

Scenario Type: Strategic

Current Situation: Ongoing conflict between Israel and Iran, with both sides launching attacks and suffering significant damage and casualties

=== SIDE A (CHALLENGING) ===

Position: Israel, aiming to dismantle Iran's nuclear and missile capabilities

1. Israel:

   Role: Primary aggressor, using military force to target Iranian nuclear and missile infrastructure

   Hard Power: 70/100

   Soft Power: 40/100

   Mixed Power: 55/100

=== SIDE B (DEFENDING) ===

Note the Iranian power ratios were signfiicantly downgraded by the models from the initial set of simulations due to the damage sustained by Iran in the last 72 hours

Position: Iran, retaliating against Israeli aggression and aiming to defend its nuclear program

1. Iran:

   Role: Defender, using ballistic missiles to target Israeli cities and infrastructure

   Hard Power: 60/100

   Soft Power: 30/100

   Mixed Power: 45/100

=== SIMULATION THRESHOLDS ===

Stalemate Threshold: 15 (below this = stalemate)

Status Quo Threshold: 40 (below this = no major action)

=== SCENARIO PARAMETERS ===

Time Constraints:

- Risk of regional conflict escalation

- International pressure to find a diplomatic solution

Key Variables:

- Israel's air superiority

- Iran's missile capabilities

- International support for either side

- Potential for nuclear program limitation deal

=== POWER TOTALS ===

Side A - Hard: 70, Soft: 40

Side B - Hard: 60, Soft: 30

=== SIMULATION SUMMARY ===

Total Runs: 1000

Average Power Gap: 16.6

OUTCOMES:

  • Stalemate: 54.7%

  • Status Quo: 38.8%

  • Side A Wins: 6.5%

WINNERS:

  • No Winner: 38.8%

  • Side A: 6.5%

  • Stalemate: 54.7%

Most Common Scenario: Soft Vs Mixed (12.9%)

Disclaimers and AI Caveat

This report was generated using artificial intelligence and was based on the best available information as at the time of the last intelligence update and events may have evolved. While we strive to source our information from reliable and accurate sources, and exercise diligence in minimizing errors—whether human or technical—please note that these reports include forward-looking statements. Such statements are speculative by nature and may not materialize as anticipated. As circumstances and risks vary for each individual or entity, we strongly recommend consulting with a qualified professional to address your specific needs and concerns. Decis Intelligence Inc. disclaims any liability for losses, damages, or injuries resulting from the use of these reports. This includes, but is not limited to, direct, indirect, incidental, punitive, and consequential damages, as well as any errors or omissions contained in the reports. © Decis Intelligence Inc. 2025