"Israelis consider it a somewhat existential battle... people in Israel have been talking for so long about the need to eliminate the Iranian regime." The "existential" framing suggests Israel will not stop at a single strike; they intend to dismantle the regime's capabilities entirely. This implies a sustained, high-intensity kinetic conflict requiring replenishment of munitions and defense systems (Iron Dome, Arrow, offensive missiles). LONG Defense Primes and Aerospace. Sudden ceasefire or U.S. pressure forcing a de-escalation before inventory depletion.