Everyone's linked to Mark Perry (of Conflicts Forum/Alistair Crooke fame)'s piece on Israeli spooks running around Baluchistan posing as the CIA already, but I will too as it's very interesting indeed. I'm not sure what their bag in this is, other than the notion of "always escalate" and hope to profit from the general confusion.
But what's really interesting is what the story is doing out there now. Here's Laura Rozen's write-up, which introduces the suggestion that they may have represented themselves as being from NATO and notes that a leader of the organisation said as much on Iranian TV before being executed. Meanwhile, the Iranians write to the Americans accusing the CIA of being behind the assassination of another nuclear scientist.
On Twitter, she suggests that the scientist wasn't killed by the Americans (i.e. presumptively by the Israelis, or by people working for them wittingly or otherwise), and that this was staged specifically to queer the possibility of reviving the Iran-Turkey uranium swap deal. (You do wonder what George F. Kennan would have made of diplomatic tweeting.) Further, we know that a back-channel has been set up.
Disclosing information about the Israeli operation in Baluchistan might be a smart way of establishing trust between the US and Iran. Obviously, information about terrorists running about blowing stuff up and killing people is of value to Iran. Information that it's the Israelis is obviously congenial to Iran. Crucially, burning an Israeli spy network is costly to the Americans and not something they would do lightly (the Perry piece is a monument to important people trying all they could to do nothing). In that sense, it is a meaningful signal - much more convincing than mere words. Presumably, Perry's role at Conflicts Forum and with Arafat makes him a convincing postman into the bargain. And third-party spies are just the sort of thing that enemies can bond over. I recall reading about the IRA and the UVF staging a joint investigation to find informers in the early 1970s.
Another dose of speculation - if Baluch rebels were meeting with people who they thought were from NATO, was this plausible because NATO was in fact paying them off to leave the Karachi-Quetta-Kandahar supply route alone?