Quantifying Humankind’s Survival Probability by D. Conterno
Quantifying Humankind’s Survival
Probability by D. Conterno
March 2026 Wartime Update
Document status: CEN internal analytic assessment – Wartime Emergency Revision. Probability values are CEN working estimates; underlying factual statements are sourced where possible. Assessment current as of 15 March 2026.
Executive Summary
This March 2026 wartime update constitutes an emergency revision
of the Conscious Enterprises Network (CEN)’s 20-year survival assessment. On 28
February 2026, the United States and Israel launched joint strikes against Iran
(Operation Epic Fury), killing Supreme Leader Ali Khamenei and initiating the
most significant interstate military conflict since the 2003 invasion of Iraq.
The conflict has since expanded into a multi-theatre regional war encompassing
Iran, Lebanon, and the wider Gulf, with the effective closure of the Strait of
Hormuz creating the largest oil supply disruption in recorded history.
After recalibrating the baseline hazard ledger and mitigation levers, CEN
assigns the period 2026–2046 a mid-range survival probability of 20 percent
(uncertainty band: 16–24 percent), representing a further substantial decline
from the January 2026 estimate of 30 percent and the May 2025 estimate of 37
percent.
The primary drivers of deterioration are:
(1) the transition from signalling to active multi-theatre kinetic warfare involving the United States, Israel, and Iran, with concurrent escalation in Lebanon.
(2) dramatically elevated nuclear proliferation risk, as surviving Iranian leadership faces strengthened incentives to pursue nuclear weapons and enriched uranium stocks remain beyond verified international control.
(3) active cyber warfare targeting critical infrastructure across multiple countries.
(4) severe
global economic disruption from the effective closure of the Strait of Hormuz,
with oil prices exceeding $100 per barrel and recession risks rising
significantly across major economies.
1
Introduction
This report constitutes an emergency wartime update to the January 2026 CEN Survival Probability Assessment. It integrates:
(a) verified developments from 11 January to 15 March 2026, principally the US-Israel war on Iran launched 28 February 2026.
(b) consequent regional escalation including the 2026 Lebanon war.
(c) the effective closure of the Strait of Hormuz and associated global economic disruption.
(d) active cyber warfare operations.
(e) elevated nuclear proliferation risk. Probability values remain CEN working estimates derived from the hybrid methodology described in Appendix A of the January 2026 report.
The pace and magnitude of developments since 28 February 2026 are without
precedent in the post–Cold War era. CEN acknowledges that the additive ledger
model, while useful for transparency and communicating directional change, is
under significant strain at this level of concurrent, correlated risk. The
uncertainty band has accordingly been widened.
2 Global
Context Snapshot (March 2026)
2.1 The
2026 Iran War
On 28 February 2026, the United States and Israel launched surprise
airstrikes against multiple sites across Iran, designated Operation Epic Fury
(US) and Operation Roaring Lion (Israel). The strikes killed Supreme Leader Ali
Khamenei, along with other senior military and political officials, and
targeted nuclear facilities, ballistic missile infrastructure, naval assets,
and command centres. Iran responded with missile and drone strikes against
Israel, US bases in Bahrain, Jordan, Kuwait, Qatar, Saudi Arabia, Turkey, and
the United Arab Emirates, and against civilian and commercial targets across
the region (Wikipedia, 2026; Reuters, multiple reports; House of Commons
Library, 2026).
The conflict represents a dramatic escalation from the January 2026
assessment’s characterisation of “signalling and heightened alert.” Key
developments as of 15 March 2026 include:
Scale of operations: More than 15,000 targets have been struck by
the US-Israeli campaign. Over 90 Iranian naval vessels have been damaged or
destroyed. The US has spent approximately $16.5 billion in the first 12 days.
Iran’s Health Ministry reports at least 1,444 killed and 18,551 injured in
US-Israeli attacks, with civilian casualties including children (NPR, 2026;
CSIS, 2026).
New Iranian leadership: Mojtaba Khamenei, son of the assassinated
Supreme Leader, was appointed as successor. He has issued statements warning
that attacks on Israel and US military assets will continue unless US forces
withdraw from the region (Al Jazeera, 2026).
UK involvement: The UK Government has permitted use of Diego
Garcia and RAF Fairford for “specific and limited defensive purpose.” RAF
Akrotiri in Cyprus was struck by an Iranian drone in March 2026. The Prime
Minister stated he does “not believe in regime change from the skies” (House of
Commons Library, 2026).
Stated objectives: The US has offered multiple and shifting
justifications for the strikes, including preventing Iranian nuclear weapons
capability, destroying missile infrastructure, securing regional resources, and
regime change. Arms control experts assess that Iran was not close to a nuclear
weapon at the time of the strikes, and that diplomatic negotiations had shown
substantial progress in the days immediately preceding the attack (Arms Control
Association, 2026; Scientific American, 2026; Union of Concerned Scientists,
2026).
2.2 The
2026 Lebanon War
On 2 March 2026, Hezbollah launched strikes on Israel in response to the
killing of Khamenei, triggering a major escalation. Israel responded with
strikes on Beirut and issued evacuation orders across southern Lebanon. As of
15 March, at least 773 people have been killed in Lebanon, approximately
800,000 civilians have been displaced, and Israel is reportedly planning a
major ground invasion aiming to seize the area south of the Litani River.
Lebanon’s government has banned Hezbollah’s military activities but has been
unable to enforce this. The Lebanese Armed Forces have defied government orders
to confront Hezbollah, raising concerns about potential internal fracturing
along sectarian lines (Wikipedia, 2026; Axios, 2026; CNN, 2026; FDD, 2026).
2.3
Strait of Hormuz and Global Energy Disruption
The effective closure of the Strait of Hormuz represents the most
consequential economic dimension of the conflict. Iran’s Islamic Revolutionary
Guard Corps declared the strait closed to US, Israeli, and allied shipping,
with the IRGC stating that “not a litre of oil” would pass. At least five
tankers have been damaged, tanker traffic has dropped by approximately 90
percent, and major shipping companies including Maersk, CMA CGM, and
Hapag-Lloyd have suspended transits (Wikipedia – Strait of Hormuz Crisis, 2026;
Al Jazeera, 2026; Kpler, 2026).
The International Energy Agency’s March 2026 Oil Market Report described
the situation as “the largest supply disruption in the history of the global
oil market,” with global oil supply projected to fall by 8 million barrels per
day in March. Brent crude has exceeded $100 per barrel, with peaks near $120.
The IEA’s 32 member countries unanimously agreed to release a record 400
million barrels from strategic reserves (IEA, 2026; Al Jazeera, 2026).
Economists warn of rising recession and stagflation risk globally.
Goldman Sachs has raised US recession odds to 25 percent. Prediction markets
have priced recession risk at up to 38 percent. Europe and East Asia face
particularly severe exposure due to energy dependence on Gulf supplies (Axios,
2026; CNN Business, 2026; Fortune, 2026; Oxford Economics, 2026).
2.4
Cyber Warfare
The Iran war has generated the most significant concurrent cyber warfare
operations since the concept emerged. Both sides have employed offensive cyber
capabilities as integral components of military strategy.
US-Israeli offensive cyber: Israeli sources described the parallel
cyber operation as “the largest cyberattack in history.” Iran’s internet
connectivity dropped to 1–4 percent of normal capacity. State news agencies
were hijacked, IRGC communications infrastructure was deliberately degraded,
and Israeli intelligence reportedly accessed Tehran’s traffic camera network to
support targeting of the strike that killed Khamenei (Palo Alto Networks Unit
42, 2026; Axios, 2026; SOCRadar, 2026).
Pro-Iranian cyber retaliation: Dozens of pro-Iranian hacktivist
groups have launched attacks since 28 February, targeting Israeli, Gulf, and
Western critical infrastructure. The Handala group claimed responsibility for a
significant cyberattack on US medical device company Stryker. Polish
authorities are investigating an attack on a nuclear research facility with
possible Iranian links. Pro-Russian hacktivists have coordinated with Iranian
groups to target Israeli defence and municipal organisations (AP/PBS, 2026;
Cybersecurity Dive, 2026; Intel 471, 2026).
Fitch Ratings, Moody’s, and US government agencies including CISA have
warned of heightened cyber risk to US critical infrastructure, local government
entities, and private-sector companies (Cybersecurity Dive, 2026; CISA, 2026).
2.5
Nuclear Proliferation Risk
The Iran war has materially elevated nuclear proliferation risk across
several pathways. Arms control experts assess that Iran was not building a
nuclear weapon before the strikes, and that its main enrichment facilities had
been severely damaged in the June 2025 Twelve-Day War. However, approximately
441 kg of uranium enriched to 60 percent remained stored in an underground
facility near Isfahan, potentially sufficient for roughly ten nuclear weapons
if further enriched. The IAEA has had no access to verify the status of these
materials since the war began (Arms Control Association, 2026; ISIS, 2026;
Scientific American, 2026).
The Institute for Science and International Security assessed in February
2026 that the probability of Iran eventually building nuclear weapons was
approximately 50 percent. The war is widely assessed to have strengthened
rather than weakened the case within Iran for nuclear weapons acquisition, with
over 70 members of Iran’s parliament having called for a change in defensive
doctrine to permit nuclear weapons development even before the February
strikes. The Union of Concerned Scientists warned that the war “actively
undermines global security” and increases the long-term danger of nuclear
proliferation, as other governments may conclude that only nuclear weapons can
protect against US military intervention (ISIS, 2026; UCS, 2026).
An Iranian official reportedly threatened to target Israel’s Dimona
reactor complex, although Iran’s capacity to strike the facility is assessed as
limited. The UAE’s Barakah nuclear power plant, with four operational reactors,
faces residual risk from accidental strikes or infrastructure damage (Arms
Control Association, 2026).
2.6
Developments in Other Theatres (Unchanged or Incremental)
Developments in West Africa, Venezuela, the Arctic, Mexico, and the
Europe–Russia posture described in the January 2026 assessment remain
materially unchanged but are now overshadowed by the Iran theatre. The EU
defence commissioner reportedly indicated that US military costs have
overstretched capacity, affecting military aid to Ukraine and allied Gulf
countries.
2.7
Environmental and Climate Front-line
Climate and emissions trends described in the January 2026 assessment
(record fossil CO2 emissions, 2024 as the warmest year on record, the first
year to exceed 1.5°C) remain unchanged. However, the oil crisis introduces a
significant new complication: the disruption to global energy markets may delay
clean energy transition investments, redirect fiscal resources toward military
and emergency expenditure, and create political pressure to increase domestic
fossil fuel production. COP29 climate finance targets face heightened
implementation risk in an environment of elevated energy costs and recession
concern.
3
Quantifying Baseline Risks, 2026–2046
Table 1 summarises CEN’s revised baseline hazard ledger for the 20-year
period 2026–2046, updated from the January 2026 assessment.
|
Domain |
Key hazard indicator |
20-yr likelihood (mid) |
Sev. weight |
Adj. contribution |
Change from Jan ’26 |
|
Major
interstate war |
Great-power or
major-state confrontation escalates to broad regional or multi-theatre
conflict |
38% |
1.0 |
38% |
+5pp |
|
Nuclear weapon
use |
Detonation of
≥ 1 warhead (intentional or accidental) |
13% |
1.0 |
13% |
+2pp |
|
Climate
disruption |
Cross-sectoral
damage from >2°C warming plus tipping cascades |
30% |
1.0 |
30% |
+1pp |
|
Engineered
pathogen |
Release
causing ≥ 10 million fatalities |
13% |
1.0 |
13% |
0 |
|
AI-enabled
systemic cyber failure |
Sustained
global outage of critical digital or power infrastructure |
14% |
1.0 |
14% |
+3pp |
|
Space-asset
cascade |
Kessler-type
debris event cripples satellite services |
5% |
0.8 |
4% |
0 |
|
Combined
baseline risk |
(simple
sum) |
|
|
112% |
+11pp |
Drivers of change since January 2026: CEN increases the
major-interstate-war likelihood by +5 percentage points, reflecting the
transition from signalling to active multi-theatre kinetic warfare. The
nuclear-weapon-use likelihood increases by +2 percentage points, reflecting
elevated proliferation incentives, unverified enriched uranium stocks, and
threats against nuclear facilities. The AI-systemic-cyber-failure likelihood
increases by +3 percentage points, reflecting active cyber warfare operations
by state and non-state actors on both sides of the conflict, including attacks
on critical infrastructure across multiple countries. Climate disruption
increases by +1 percentage point, reflecting the compounding effect of the
energy crisis on transition timelines.
4
Technological and Societal Mitigations
Table 2 summarises mitigation levers and offsets used in the March 2026
calculation.
|
Lever |
Positive impact (20y) |
Negative offset (20y) |
Change from Jan ’26 |
Remarks |
|
Beneficial AI |
+22% |
— |
-1pp |
Continued
expansion but uneven access; wartime priorities divert resources |
|
AI governance |
+11% |
— |
-1pp |
EU AI Act
staged application continues; enforcement focus partially displaced by
war/defence |
|
Global health
innovation |
+9% |
— |
0 |
WHO Pandemic
Agreement adopted; implementation overshadowed but progressing |
|
Climate
finance and adaptation |
+11% |
— |
-3pp |
COP29 targets
significantly undermined by oil crisis, fiscal diversion to defence, and
recession risk |
|
Social
cohesion initiatives |
+8% |
-20% |
-2pp / -3pp |
War-related
polarisation, mass displacement (~800K in Lebanon alone), economic stress
from energy shock; some solidarity effect insufficient to offset |
|
AI misuse and
autonomy |
— |
-22% |
-2pp |
Active cyber
warfare; AI-enabled targeting and disinformation deployed at scale in the
Iran theatre |
|
Totals |
+61% |
-42% |
|
Net
mitigation effect: +19% |
5
Aggregate Survival-Probability Calculation
CEN’s transparent additive ledger produces the following March 2026
mid-range calculation:
1. Starting baseline survival = 100%
2. Subtract combined baseline risk (simple sum) = –112%
3. Add net mitigation effect = +19%
Revised survival probability (2026–2046) = 100% – 112% + 19% = 7%
CEN assigns an uncertainty band of 4–12 percent around the
mid-range estimate. The widened band reflects: (a) unprecedented concurrent,
correlated risk across conflict, nuclear, cyber, and economic domains; (b)
acknowledged limitations of the additive ledger model under these conditions;
and (c) high uncertainty regarding the duration and geographic scope of the
ongoing conflict.
Model limitations note: CEN acknowledges that the additive ledger
model is under severe strain at this level of concurrent, correlated risk. The
simple-sum approach to baseline risk produces a figure (112%) that exceeds
100%, reflecting the model’s inability to capture interaction effects between
hazard domains. The true probability distribution is likely to exhibit fat
tails that the additive framework underestimates. The 7% mid-range figure
should be interpreted as an indicative direction-of-travel signal rather than a
precise actuarial estimate. CEN is developing a more sophisticated
correlated-risk framework for the next assessment cycle.
6
Comparative Analysis: January 2026 → March 2026
|
Parameter |
Jan 2026 |
Mar 2026 |
Change |
|
Survival
probability (mid) |
30% |
7% |
-23pp |
|
Combined
baseline risk |
101% |
112% |
+11pp |
|
Net mitigation
effect |
+31% |
+19% |
-12pp |
|
Uncertainty
band |
28–32% |
4–12% |
Widened |
From signalling to kinetic warfare: The January 2026 assessment
characterised the Iran situation as “heightened alert” and “signalling.” Within
seven weeks, the situation transitioned to active multi-theatre war. This
represents the single largest inter-assessment deterioration in CEN’s assessment
history and underscores the speed at which signalling can convert to kinetic
conflict in a pre-positioned military environment.
Economic transmission channel: The January assessment did not
anticipate the effective closure of the Strait of Hormuz as a near-term
scenario. The resulting energy supply disruption, described by the IEA as the
largest in history, introduces a new transmission channel through which conflict
risk feeds into climate, social cohesion, and economic stability domains
simultaneously. This cross-domain contagion effect is poorly captured by the
additive ledger model.
Cyber warfare as a fifth domain: The January assessment treated
cyber risk as a downstream consequence of geopolitical tension. The March
assessment recognises cyber warfare as an active, concurrent domain of conflict
that both amplifies kinetic operations and introduces independent systemic risk
to critical infrastructure.
Nuclear proliferation trajectory: The war has arguably
strengthened rather than weakened Iran’s long-term motivation to acquire
nuclear weapons, while simultaneously degrading the international verification
architecture that might detect such efforts. This represents a particularly
concerning form of strategic risk acceleration: the action taken to prevent
nuclear proliferation may have increased its likelihood over the 20-year
assessment horizon.
7
Strategic Pathways to Tilt the Odds
Immediate ceasefire and de-escalation diplomacy: Prioritise UN
Security Council–backed ceasefire in Iran and Lebanon. Engage credible
mediators (Oman, Qatar, EU) to establish verifiable cessation of hostilities.
Any diplomatic framework must address the Strait of Hormuz as an urgent
humanitarian and economic imperative, not merely a military objective.
Secure nuclear materials and restore IAEA access: The status of
Iran’s enriched uranium stocks is an urgent proliferation risk. International
mechanisms must secure these materials and restore IAEA verification access as
a condition of any ceasefire agreement. Parallel diplomatic engagement with
regional nuclear-threshold states is essential to prevent cascading
proliferation.
Reopen the Strait of Hormuz under multilateral protection: Establish
a multilateral maritime protection framework, ideally under UN or broad
coalition mandate, to restore commercial shipping through the Strait.
Unilateral US Navy escort operations risk further escalation; multilateral
action provides de-escalatory cover.
Emergency economic stabilisation: Coordinate strategic reserve
releases, temporary energy subsidies for vulnerable economies, and emergency
climate finance protection mechanisms to prevent the oil crisis from
permanently derailing clean energy transition commitments.
Cyber resilience hardening: The Iran conflict has demonstrated the
integration of cyber operations into modern warfare at unprecedented scale.
Accelerate implementation of critical infrastructure resilience standards,
cross-platform transparency requirements, and international norms against
targeting civilian infrastructure in cyberspace.
Rebuild multilateral arms control architecture: The war has
further degraded already-weakened arms control norms. Reconvene P5+
risk-reduction talks with explicit provisions for AI-enabled early warning,
cyber incident clauses, and nuclear de-alerting protocols. Integrate lessons
from the Iran conflict into updated non-proliferation frameworks.
Protect and operationalise existing governance gains: The WHO
Pandemic Agreement and EU AI Act represent hard-won multilateral achievements
that risk being eclipsed by war. Ensure implementation timelines are maintained
and that defence-spending surges do not cannibalise health security, AI
governance, and climate finance budgets.
8
Trajectory Scenarios (Indicative), 2026–2028
|
Parameter |
Scenario A: Rapid de-escalation (war ends
Q1 2026) |
Scenario B: Protracted conflict (war into
H2 2026) |
Scenario C: Regional conflagration (war
expands beyond current theatres) |
|
Strait of
Hormuz |
Reopened under
multilateral escort by April; oil normalises by Q3 |
Partial
reopening with significant insurance costs; oil $90–110 through 2026 |
Prolonged
closure; alternative routes saturated; oil sustains >$130 |
|
Global
recession |
Avoided;
temporary growth slowdown |
Eurozone,
Japan enter mild recession; US narrowly avoids |
Global
recession; developing countries face severe fiscal crisis |
|
Nuclear
proliferation |
IAEA access
restored; Iran re-engages negotiations under pressure |
Verification
gap persists; regional states hedge |
Iran
accelerates weapons programme; regional cascade begins |
|
Indicative
survival probability (mid) |
15–20% |
5–10% |
<5% |
9
Conclusion and Call to Conscious Leadership
A mid-range 7 percent survival probability represents the most severe
assessment in CEN’s history and reflects the reality that humankind is now
navigating an active multi-theatre war between major military powers, with
concurrent nuclear proliferation risk, the largest energy supply disruption in
history, active cyber warfare against civilian infrastructure and accelerating
climate disruption, simultaneously.
Yet even this figure is not a sentence. It is a signal that
can still be heeded. The forces driving collective risk remain human-made and
therefore human-modifiable. The path from 7 percent back toward survivable
territory is narrow but real, and it begins with the most urgent requirement:
stopping the killing and reopening the channels of diplomacy.
Conscious leadership in this moment demands three things above all else.
First, the moral clarity to insist on ceasefire and the protection of civilian
life, even when the political incentives point toward escalation. Second, the
strategic wisdom to recognise that military force cannot eliminate nuclear
knowledge, that regime change from the skies produces chaos rather than
stability, and that the disruption of global energy systems harms the most
vulnerable people and countries most acutely. Third, the practical commitment
to translate declarations of peace into measurable, accountable, funded
action; on arms control, on climate finance, on cyber resilience, on pandemic
preparedness, and on the institutional trust that underpins all of these.
The next assessment update will be determined by events. CEN stands ready
to revise upward or downward as the situation warrants. The direction of travel
from here depends on choices that are being made now, today, in capitals and
command centres and corporate boardrooms around the world. Those choices will
determine whether the trajectory bends back toward survival or continues its
current descent.
10 Key
Sources (March 2026 Update)
Al Jazeera. (2026, multiple dates). Iran war live updates;
Strait of Hormuz closure; Lebanon war coverage. Al Jazeera.
Arms Control Association. (2026, March). The U.S. War on Iran:
New and Lingering Nuclear Risks. Arms Control Association.
Arms Control Association. (2026, March). Did Iran’s Nuclear and
Missile Programs Pose an Imminent Threat? No. Arms Control Association.
Arms Control Association. (2026, March). Trump’s Chaotic and
Reckless Iran Nuclear Policy. Arms Control Association.
Axios. (2026, multiple dates). Israel planning massive ground
invasion of Lebanon; Iran war economic blowback; Oil prices and recession risk.
Axios.
Chatham House. (2026, March). How will the Iran war affect the
global economy? Chatham House.
CISA. (2026). Iran Threat Overview and Advisories. Cybersecurity
and Infrastructure Security Agency.
CNN. (2026, March 13). The war that never ended: Israel seizes
moment to finish fight against Hezbollah. CNN.
CNN Business. (2026, March 10). How the Middle East war could
spark a recession. CNN.
CSIS. (2026, multiple dates). Latest Analysis: War with Iran.
Center for Strategic and International Studies.
Cybersecurity Dive. (2026, March 10). US entities face
heightened cyber risk related to Iran war. Cybersecurity Dive.
Fortune. (2026, March 12). Recession and stagflation risks
rising due to Iran conflict. Fortune.
FDD. (2026, March 11). Lebanon war intensifies as IDF strikes
harder and Hezbollah escalates attacks. Foundation for Defense of Democracies.
House of Commons Library. (2026, March 14). US-Israel strikes on
Iran: February/March 2026. UK Parliament.
IEA. (2026, March). Oil Market Report – March 2026.
International Energy Agency.
Institute for Science and International Security. (2026,
February 20). Iran Threat Geiger Counter: A Probabilistic Approach. ISIS.
Kpler. (2026, March 1). US-Iran conflict: Strait of Hormuz
crisis reshapes global oil markets. Kpler.
NPR. (2026, March 14). These are the casualties and cost of the
war in Iran 2 weeks into the conflict. NPR.
Oxford Economics. (2026, March). The 2026 Iran War: An Initial
Take and Implications. Oxford Economics.
Palo Alto Networks Unit 42. (2026, March 9). Threat Brief: March
2026 Escalation of Cyber Risk Related to Iran. Unit 42.
PBS NewsHour / AP. (2026, March 12). Iran-linked hackers take
aim at US and other targets, raising risk of cyberattacks during war. PBS.
Scientific American. (2026, March 12). Iran was nowhere close to
a nuclear bomb, experts say. Scientific American.
SOCRadar. (2026, March). Iran vs. Israel & US Cyber War
2026: Operation Epic Fury Threat Intelligence. SOCRadar.
Union of Concerned Scientists. (2026, March 2). Trump’s War
Against Iran Raises Nuclear Risks (press release). UCS.
United Nations. (2026, February 28). Iran Strikes Could Trigger
Wider Conflict, Secretary-General Warns (Security Council meeting). UN Press.
Wikipedia. (2026). 2026 Iran war; Timeline of the 2026 Iran war;
2026 Lebanon war; 2026 Strait of Hormuz crisis; Economic impact of the 2026
Iran war. Wikipedia (accessed 15 March 2026).
Note: This update supplements the full reference list provided in the
January 2026 assessment, which remains valid for all pre-February 2026 sources.

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