Trader consensus prices "No" at 95.5% for the Iranian regime falling by June 30, reflecting its demonstrated resilience amid the 2026 US-Israel war, including the February assassination of Supreme Leader Ali Khamenei and subsequent transition to injured son Mojtaba. Recent ceasefire extensions to May 17 have enabled military reconstitution and suppression of protests through executions and crackdowns, as seen in May 11 reports of ongoing dissent containment. US intelligence assessments confirm leadership stability despite economic strain and strikes like the May 13 Kharg Island oil terminal hit. High confidence stems from loyal IRGC forces and no mass uprising. Realistic shifts could arise from ceasefire collapse, Mojtaba's death, or economic-triggered unrest overwhelming security by late June.
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