The Iranian regime's survival through the 2026 US-Israel military campaign, leadership transition to Mojtaba Khamenei, and April ceasefire has anchored trader consensus against collapse by June 30. Recent calibrated exchanges of strikes with Israel in early June, followed by a halt after US appeals and ongoing nuclear negotiations, underscore the regime's ability to manage external pressure without systemic failure. Internal power consolidation, economic adaptation, and absence of widespread defections or coordinated uprisings further reinforce stability in the short term. While sudden escalation, leadership disruption, or rapid internal protests could theoretically shift dynamics, the compressed timeline and regime's demonstrated resilience make such outcomes improbable before month-end.
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