US Intelligence: Iran Retained ~70% Missile Stockpile, Restored 30 of 33 Hormuz Missile Sites, Drone Production Restarted — Full Reconstitution in 6 Months, Not Years — Day 87

US intelligence assessments confirmed on May 25, 2026 (Day 87) that Iran's military reconstitution has exceeded all prior IC timelines. Key intelligence findings: Iran has retained approximately 70% of its pre-war missile stockpile despite 87 days of US-Israeli strikes; Iran still controls approximately 70% of its mobile missile launchers; Iran has restored access to 30 of its 33 missile sites positioned along the Strait of Hormuz; drone production has already restarted at multiple facilities; and full military reconstitution — including restoring destroyed fixed facilities — is now estimated at 6 months, not the years previously projected. The intelligence summary, described by sources cited in multiple outlets, reveals that Operation Epic Fury's objective of permanently degrading Iran's military-industrial base has fallen significantly short of its stated goals. The missile reconstitution intelligence creates a dual-pressure dynamic: it provides an argument for urgency in concluding a nuclear deal (Iran is rebuilding faster than expected, reducing US leverage), while also energizing critics — including from the Israeli side — who argue the deal should require permanent dismantlement rather than a moratorium. Former CIA Director David Petraeus, in his May 25 CNBC interview, appeared to reference this intelligence when noting Iran had restored 30 of 33 missile sites on the Strait while also characterizing Iran as 'blinking' — suggesting the US intelligence community views Iran's strategic posture as weakened but its operational resilience as stronger than anticipated. The 6-month reconstitution timeline gives negotiators a concrete deadline by which the leverage of the current military situation will be substantially eroded.