17 April 2026

Four Alternative End States in Iran – the Only Good One Becomes Unlikely

Dr Graeme Herd

Operations ‘Epic Fury’ and ‘Roaring Lion’ seek regime change in the Iranian Islamic Republic, understood as an end to Iran’s missile (launcher and production site) and nuclear programmes. Success would be International Atomic Energy Agency (IAEA) inspections of Tehran’s nuclear sites and a surrender of its stockpile of weapons-grade fissile material to the US. Iran would pose no imminent threat to Israel or to US in the longer term. Two other unstated but reasonable-to-expect outcomes would follow. First, the US consolidates its position as the primary security provider and stabilizer in the region. Second, the Iranian energy sector – as with Venezuela following Maduro’s ousting – opens to US investment and influence over strategic sales to preferred partners, and control of global supply and the Strait of Hormuz.

From the moment daylight strikes began on 28 February, at least four Iranian alternative end-state scenarios appeared possible, each resting on assumptions that can be made explicit.

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