The National Intelligence Estimate on Iran
The best overview of this particular situation that I've seen so far is here; this comment is also worth reading. The Israelis, who for obvious reasons have the best intelligence-gathering capabilities where the Middle East is concerned, aren't buying the new NIE's claims; France and Germany don't seem impressed either. Here's a sober assessment of the implications for US politics; here's an even more sobering assessment of the implications for Iran.
Remember, we can't afford to be wrong about this one. The likely consequences of misjudgment are too horrifying to contemplate.
Update: The US public isn't buying it either.

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