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geopolitical··severity 9

США и Иран кажутся далекими от мирного соглашения спустя 100 дней после начала войны

США и Иран, похоже, не добились большого прогресса в промежуточном соглашении, призванном положить конец войне, которую Вашингтон и Израиль начали 100 дней назад, поскольку новые нападения оказывают давление на хрупкое прекращение огня.

Сценарии цепочки

A

Escalation

50%

## Scenario A (Escalation) — 50% **Chain:** US and Israel increase military presence in Middle East. Iran retaliates with increased attacks on US-allied targets. Tensions rise, leading to a potential escalation into full-scale conflict. **Confirmation indicators:** Increased rhetoric from US officials regarding "all options" being on the table, followed by Iranian confirmation of missile tests targeting US bases. **Time horizon:** 14 days to 3 weeks. ## Scenario B (Status Quo) — 38% **Chain:** US and Iran continue negotiating a ceasefire agreement with limited progress. The fragile ceasefire remains in place, but tensions remain high. **Confirmation indicators:** A UN-brokered meeting between US and Iranian officials scheduled for the next two weeks, followed by a press release stating "significant progress" made on negotiations. **Time horizon:** 60 days to 90 days. ## Scenario C

Индикаторы подтверждения: ** Increased rhetoric from US officials regarding "all options" being on the table, followed by Iranian confirmation of missile tests targeting US bases. **Time horizon:** 14 days to 3 weeks., ## Scenario B (Status Quo) — 38%
B

Status Quo

38%

## Scenario A (Escalation) — 50% **Chain:** US and Israel increase military presence in Middle East. Iran retaliates with increased attacks on US-allied targets. Tensions rise, leading to a potential escalation into full-scale conflict. **Confirmation indicators:** Increased rhetoric from US officials regarding "all options" being on the table, followed by Iranian confirmation of missile tests targeting US bases. **Time horizon:** 14 days to 3 weeks. ## Scenario B (Status Quo) — 38% **Chain:** US and Iran continue negotiating a ceasefire agreement with limited progress. The fragile ceasefire remains in place, but tensions remain high. **Confirmation indicators:** A UN-brokered meeting between US and Iranian officials scheduled for the next two weeks, followed by a press release stating "significant progress" made on negotiations. **Time horizon:** 60 days to 90 days. ## Scenario C

Индикаторы подтверждения: ** Increased rhetoric from US officials regarding "all options" being on the table, followed by Iranian confirmation of missile tests targeting US bases. **Time horizon:** 14 days to 3 weeks., ## Scenario B (Status Quo) — 38%
C

De-escalation

13%

## Scenario A (Escalation) — 50% **Chain:** US and Israel increase military presence in Middle East. Iran retaliates with increased attacks on US-allied targets. Tensions rise, leading to a potential escalation into full-scale conflict. **Confirmation indicators:** Increased rhetoric from US officials regarding "all options" being on the table, followed by Iranian confirmation of missile tests targeting US bases. **Time horizon:** 14 days to 3 weeks. ## Scenario B (Status Quo) — 38% **Chain:** US and Iran continue negotiating a ceasefire agreement with limited progress. The fragile ceasefire remains in place, but tensions remain high. **Confirmation indicators:** A UN-brokered meeting between US and Iranian officials scheduled for the next two weeks, followed by a press release stating "significant progress" made on negotiations. **Time horizon:** 60 days to 90 days. ## Scenario C

Индикаторы подтверждения: ** Increased rhetoric from US officials regarding "all options" being on the table, followed by Iranian confirmation of missile tests targeting US bases. **Time horizon:** 14 days to 3 weeks., ## Scenario B (Status Quo) — 38%

Первичный источник: Bloomberg Markets

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