As the ceasefire deadline approaches, a senior Iranian official confirmed to Reuters that significant gaps remain over Tehran’s nuclear program — and that its missile capabilities are entirely off the table in negotiations with the United States.

“Continuation of the U.S. blockade on the Strait of Hormuz undermines the peace talks,” the source said, framing American pressure as an obstacle rather than an incentive.

Israel’s military paints a different picture. The IDF reports that its strikes dismantled every key site in Iran’s weapons development chain, effectively halting new ballistic missile production. Before the war, Iran was on track to accumulate roughly 8,000 ballistic missiles within 18 months — a stockpile large enough to saturate Israeli air defenses and cause widespread devastation.

That threat has been substantially reduced. Iran currently cannot manufacture new missiles. But senior Israeli military officials cautioned that Iran will move quickly to restore some production capacity, and within several years could rebuild a stockpile of several thousand missiles.

The ultimate scale of Iran’s recovery hinges on several factors: whether a deal caps its missile program, how much support it receives from China in raw materials and equipment, and how aggressively it reinvests in its defense industry.

The choice now before Tehran is stark — accept a deal that limits its regional ambitions, or face a resumed military campaign against an already-degraded military infrastructure. Israel and the U.S. have made clear they are prepared for either outcome.

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