> The policy stance is directly implied by the probability estimate
I think this is not the case. The policy "we won't accept peace until we achieve x" is very different to "we won't accept peace until we achieve x conditional on the achievement of x being probable"[0]. The first implies a kind of "to the last Ukrainian"/"you'll have to take it from my cold, dead hands" attitude, the latter doesn't.
[0] A conditional such as this is implied by your claim that "The policy stance is directly implied by the probability estimate": if the probability estimate leads to the stance, then it stands to reason that the stance may change if the probability estimate changes, which would (in this case) contradict the very nature of the stance (specifically, the "to the last Ukrainian" aspect discussed above).
I think this is not the case. The policy "we won't accept peace until we achieve x" is very different to "we won't accept peace until we achieve x conditional on the achievement of x being probable"[0]. The first implies a kind of "to the last Ukrainian"/"you'll have to take it from my cold, dead hands" attitude, the latter doesn't.
[0] A conditional such as this is implied by your claim that "The policy stance is directly implied by the probability estimate": if the probability estimate leads to the stance, then it stands to reason that the stance may change if the probability estimate changes, which would (in this case) contradict the very nature of the stance (specifically, the "to the last Ukrainian" aspect discussed above).