Signposts
The scenario desk.
For each live situation: the paths it could take, the evidence that would show which one is opening, and a plain-language state — quiet, watching, lit, or no reading. Never a computed probability.
Does Iran's announced restricted zone near the Strait of Hormuz turn into a halt of commercial traffic, an Oman-brokered shipping arrangement, or does harassment continue at the current tempo, before 31 Oct 2026?
Horizon 2026-10-31 · reviewed 2026-09-17
- Restricted zone enforced against commercial trafficHighly unlikely (5-20%)1 of 2 signposts lit
evidence tally — not a probability
- Oman-hosted Iran-Gulf shipping arrangementUnlikely (20-45%)1 of 2 signposts lit
evidence tally — not a probability
- Harassment at current tempoLikely (55-80%)0 of 1 signposts lit
evidence tally — not a probability
Forecasts on the record: 2 open, 0 resolved — too few resolved to judge. Track record →
The southern Lebanon front
UNDER REVIEWDoes Israel-Hezbollah fighting stay a contained border exchange, widen to strikes on Beirut/Dahiyeh/Bekaa or a ground push, or move toward a political/mediated track, before 31 Oct 2026?
Horizon 2026-10-31 · reviewed 2026-09-17
- Wider campaignUnlikely (20-45%)0 of 3 signposts lit
evidence tally — not a probability
- Political/mediated trackHighly unlikely (5-20%)1 of 2 signposts lit
evidence tally — not a probability
- Contained border exchangeLikely (55-80%)0 of 1 signposts lit
evidence tally — not a probability
Forecasts on the record: 1 open, 0 resolved — too few resolved to judge. Track record →
Does the US or Israel strike Iran's Pickaxe Mountain nuclear site, does the coercive standoff continue without a strike, or does a diplomatic/IAEA track open, before 30 Nov 2026?
Horizon 2026-11-30 · reviewed 2026-09-17
- A strike on the nuclear facilityHighly unlikely (5-20%)0 of 4 signposts lit
evidence tally — not a probability
- Talks or IAEA access reopenUnlikely (20-45%)no evaluable signposts yet
evidence tally — not a probability
- Coercive pressure without a strikeLikely (55-80%)1 of 1 signposts lit
evidence tally — not a probability
Forecasts on the record: 1 open, 0 resolved — too few resolved to judge. Track record →
The Houthi-Saudi front and the Red Sea
UNDER REVIEWBetween 17 Sep and 16 Dec 2026, does the Houthi campaign against Saudi Arabia stay contained, become a sustained war on Saudi energy, reopen a Red Sea shipping front, or wind down through the Oman channel?
Horizon 2026-12-16 · reviewed 2026-09-17
- Widening to Gulf energy and shippingUnlikely (20-45%)1 of 5 signposts lit
evidence tally — not a probability
- Mediated pauseHighly unlikely (5-20%)0 of 1 signposts lit
evidence tally — not a probability
- Contained exchangeLikely (55-80%)0 of 1 signposts lit
evidence tally — not a probability
Forecasts on the record: 2 open, 0 resolved — too few resolved to judge. Track record →