“they are prepared to increase production if deliveries from Iran suddenly drop...”
It’s going to drop. Trump is making sure of that
The Iranian Strategy in the Nuclear Talks and the Options Facing Israel
The main reason Iran seeks to become a nuclear state is to provide a nuclear umbrella for its proxies and to deter Israel, as well as Sunni Arab states, from acting against its proxies while they attack. All this is in line with the vision of destroying Israel by 2040, as Iran publicly declares, and overthrowing pro-Western regimes in the Middle East.
Therefore, the option of not acting is more dangerous.
https://israel-alma.org/the-iranian-strategy-in-the-nuclear-talks-and-the-options-facing-israel/