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Israel

10 questions answered in 3 published briefs · Updated 1 Oct 2026

Questions answered

The questions our published briefs answer that touch Israel.

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Domain Series

Where Israel is affected

Scenario Brief · S 001 · 6 questionsIran, the Strait of Hormuz, and a renewed strike

GeopoliticalBrief-level answer30 Sep 2026
Does the United States or Israel strike Iran again between 22 August and 20 November 2026?

“Likely, as registered on 21 August 2026: 61% that US or Israeli forces strike Iran by 20 November 2026, our estimate, scored when it resolves; on 21 August the strait was shut by permit.”

our estimate, scored when it resolves

On the register: F-0074 61%, open · F-0073 72%, superseded, scored. The forecast register

Primary Islamic Republic of Iran Affected United States of America, Israel

Geopolitical04 · The quiet in strikes was 23 days old, and it was not a quiet in force30 Sep 2026
How long had the quiet in strikes on Iran lasted, and was it a quiet in force?

“The quiet that followed was 23 days old at registration.”

The brief’s reading of the evidence; not a registered forecast.

Primary Islamic Republic of Iran Affected United States of America, Israel, United Arab Emirates

Geopolitical06 · The settlement rule is narrow, and its exclusions are part of it30 Sep 2026
What counts as a renewed strike for the registered forecast?

“A single munition suffices; no casualty, damage or scale threshold applies.”

our estimate, scored when it resolves

On the register: F-0074 61%, open · F-0073 72%, superseded, scored. The forecast register

Primary Islamic Republic of Iran Affected United States of America, Israel

Geopolitical07 · Three paths lead to yes, and only one had fired on the record30 Sep 2026
By what paths could a renewed strike arrive?

“The paths overlap, which is why the composed figure sits well below the sum of its parts; the overlap is what the superseded 72% mishandled.”

our estimate, scored when it resolves

On the register: F-0074 61%, open · F-0073 72%, superseded, scored. The forecast register

Primary Islamic Republic of Iran Affected United States of America, Israel

Geopolitical16 · In what form: the record points to the water, not to a distant nuclear site30 Sep 2026
What forms have strikes on Iran taken, on the public record?

“The forms already used sit on the water.”

The brief’s reading of the evidence; not a registered forecast.

Primary Islamic Republic of Iran Affected United States of America, Israel

Geopolitical19 · Two signposts move the view, and only one could take it below even odds30 Sep 2026
What would move the view of a renewed strike?

“If a US principal states that energy infrastructure is off the target list, or the measures of 19–20 August are formally presented as the substitute for military action, or a dated instrument replaces the lapsed understanding, our view falls”

The brief’s reading of the evidence; not a registered forecast.

Primary Islamic Republic of Iran Affected United States of America, Israel

Country Outlook · C 002 · 2 questionsIs any single future for Iran likely?

GeopoliticalBrief-level answer30 Sep 2026
Is any single future for Iran likely?

“No. The most likely of six registered futures, a Guard-run holding pattern, stands at 13.74%, our estimate, scored when it resolves; about 43% lies outside all six.”

our estimate, scored when it resolves

On the register: F-0020 14%, open · F-0008 12%, open · F-0009 12%, open · F-0010 9%, open · F-0011 6%, open · F-0021 4%, open. The forecast register

Primary Islamic Republic of Iran Affected United States of America, Israel

Geopolitical03 · Removing the apex made Iran's risks move together30 Sep 2026
Why do Iran's risks move together?

“With that arbiter gone, the source read Iran's risks as correlated rather than diversified: a shock to one raises the odds of movement in the rest.”

The brief’s reading of the evidence; not a registered forecast.

Primary Islamic Republic of Iran Affected United States of America, Israel

Country Outlook · C 004 · 2 questionsIs the main US risk for business now US policy itself?

Geopolitical04. The war with Iran is costed in munitions more than in money or lives30 Sep 2026
What is the binding cost of the war with Iran for the United States?

“The source's judgement was that the binding cost was physical capacity.”

The brief’s reading of the evidence; not a registered forecast.

Primary United States of America Affected Islamic Republic of Iran, Israel

Geopolitical22. Ceasefires with Iran broke on verification and commitment, not on the headline issues30 Sep 2026
Why did the Iran ceasefires break?

“They broke on scope (whether Lebanon was covered), on verifying passage through the Strait of Hormuz, and on reciprocal strikes.”

The brief’s reading of the evidence; not a registered forecast.

Primary United States of America Affected Islamic Republic of Iran, Israel

Each answer is quoted verbatim from the brief. Answers with a register ID are our estimates, scored when they resolve; the others are the brief’s reading of the evidence, not forecasts.

Regions in these questions Middle East · North America

Published briefs

Briefs with Israel as their subject.

No published brief has Israel as its subject yet; the questions above name it as affected.

Forecast register

Forecasts on the register attached to the questions above.

Each is our estimate, scored when it resolves. Published briefs only; the full register lists every one.

Registered forecasts attached to questions touching Israel: identifier, forecast, our estimate, issued, resolves by, status
IDForecastOur estimateIssuedResolves byStatus
F-0074A renewed US or Israeli strike on Iran, 22 Aug-20 Nov 2026 (operative)Our estimate 61%Issued 21 Aug 2026Resolves by 20 Nov 2026Status Open
F-0073Same event, superseded 21 Aug 2026 on an upheld arithmetic challenge; still scoredOur estimate 72%Issued 21 Aug 2026Resolves by 20 Nov 2026Status Superseded, scored
F-0020S1 Guard-Managed Attrition (MODAL) corrected; supersedes F-0007Our estimate 14%Issued 7 Aug 2026Resolves by 18 Jul 2028Status Open
F-0008S3 Contested Drift / ParalysisOur estimate 12%Issued 23 Jul 2026Resolves by 18 Jul 2028Status Open
F-0009S5 Nuclear Dash under PressureOur estimate 12%Issued 23 Jul 2026Resolves by 18 Jul 2028Status Open
F-0010S2 Frozen SiegeOur estimate 9%Issued 23 Jul 2026Resolves by 18 Jul 2028Status Open
F-0011S6 Regime-Targeting War & RuptureOur estimate 6%Issued 23 Jul 2026Resolves by 18 Jul 2028Status Open
F-0021S4 Negotiated Off-ramp (LEAST LIKELY) corrected; supersedes F-0012Our estimate 4%Issued 7 Aug 2026Resolves by 18 Jul 2028Status Open

The forecast register

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General research for general circulation; not investment, legal or tax advice and not tailored to any reader. Every probability is our estimate, scored when it resolves.

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