The pause held a second night, and this time both sides said so. Iranian army spokesman Mohammad Akraminia stated on July 26 that 'these attacks continued until two nights ago, but over the past two nights the Americans have stopped their attacks,' and that 'since our strategy has essentially been retaliatory, we have also halted our retaliatory operations' [2]. Iran's military added that the conflict would expand if American strikes resume [2].
The framing from Washington was diplomatic. An administration official said the president 'has always been clear that his preference is diplomacy.'
The reporting on how the decision was taken describes a different room. General Dan Caine, chairman of the Joint Chiefs of Staff, advised the president that an expanded campaign could 'dangerously reduce the number of interceptors available to US Central Command' [1]. Vice President JD Vance and Caine both raised escalation concerns at a Friday Cabinet meeting [2], and a prepared multistage campaign - against Iranian radar, anti-ship systems, energy infrastructure and nuclear sites - was shelved after it [1].
The arithmetic behind that advice is public. The United States had fired more than 1,200 Patriot interceptors by late April, at a unit cost above $4 million [1] - more than $4.8 billion in interceptors alone. The first two days of the conflict cost $5.6 billion in munitions, and more than 5,000 targets had been struck by March 10 [3].
Set against that is what the Defense Department was saying publicly. In a March report to Congress, DoD stated that its Patriot stockpile 'remains extremely strong' [3]. Four months later the chairman of the Joint Chiefs was warning the president that expansion would dangerously reduce it. Both statements cannot describe the same inventory.
Neither account makes the pause less welcome. It does determine what happens when the supplemental passes - because the constraint that produced it is the one Congress has been asked for $21 billion to remove.