The End of Managed Escalation in the Gulf

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The US-Israeli war against Iran has exposed the failure of the deterrence model in the Gulf, leading to a shift from managed escalation to direct confrontation. A recent ceasefire between the US and Iran is fragile and strained, with continued Israeli strikes and disputed terms.
The US-Israeli war against Iran has broken down the decades-old deterrence model in the Gulf. The region's security dynamics have shifted from covert strikes and proxy warfare to direct, sustained confrontation. A two-week ceasefire between the US and Iran, brokered by Pakistan, is fragile and conditional. The US and Israel have conducted over 15,000 strikes across 26 of Iran's 31 provinces, targeting nuclear infrastructure, missile networks, and command systems. Despite this, Iran retains a significant portion of its missile arsenal and continues to strike across the region. US intelligence assessments indicate that roughly a third of Iran's missile arsenal has been destroyed, but many launchers may be repairable or recoverable.
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