Now the equation is that if they block reforms, they risk losing everything they have—the billions stolen from the country over the decades. And while, yes, they don’t want to give up anything, the French, with tacit U.S. backing, have altered the equation.
Does this mean success for the French plan? Who can say, but in the game of chicken, the politicians have suddenly seen the car bearing down on them transformed into a 10-ton truck, with one off ramp: the French road map.
The French proposal was effectively negotiated between Macron and Hezbollah, so it’s not clear whether the politicians can seek to undermine it. Nor is it at all clear that Hezbollah wants it to fail, only heightening the dilemma for the recalcitrant politicians.
Hezbollah does not want to give up on its alliances with Berri and Bassil. However, the U.S. sanctions, and implicit French threats to do the same, have ensured that both are now more dependent upon Hezbollah, making them less likely to oppose the party’s preferences.
So the irony is that in going after Hezbollah’s allies, the U.S. may have strengthened the party and reinforced the French scheme to force the politicians into making concessions on reform. It wasn’t the U.S. aim but only the French had a cohesive plan to bring all this together.
Now the French can say to the politicians, “We’re your only protection against the U.S. You need to work with us.” Let’s see if this interpretation holds water. But the politicians don’t seem to have many other obvious options.

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More from @BeirutCalling

19 Aug
When he began is work, Daniel Bellemare, the Canadian investigator who replaced Brammertz, told the Lebanese authorities "that he hoped that within six months he would be more advanced in his investigation. This was, in a bland way, a significant statement...
By then the UN investigation had lasted for two and a half years ... so that for Bellemare to express his 'hope' that he would have more information within half a year was a telltale sign that Brammertz had not moved as quickly as everyone assumed."
In retrospect, I was too polite in this quote from my book, The Ghosts of Martyrs Square. The fact is that Bellemare had been left very little in the investigation files when he replaced Brammertz, and during his time in office he did almost nothing to add to the investigation.
Read 5 tweets
9 Aug
Lebanon has reached a foundational moment with regard to Hezbollah. For a majority of Lebanese the party is the final rampart of the corrupt political class and the cause of the country’s regional isolation and disintegration. Hezbollah is trapped, it’s fate tied to kleptocrats.
Nor can Nasrallah ready for a conflict with Israel on Iran’s behalf, it’s assigned role. The Iranian order, by undermining sovereign Arab states, has created resentment. Hezbollah’s ability to act against Israel, therefore, must be weighed constantly against domestic hostility.
In Lebanon the Hezbollah order has reached an impasse: no prosperity; isolation from the Arab states who had always helped the country; an agenda of open-ended war; a transformation of Lebanon’s consensual identity; failed pro-Hezbollah governments; even Shia communal resentment.
Read 7 tweets
6 Aug
I find quite puzzling the over-the-top reaction of some people to the simple assertion I made in a tweet that people with whom I’ve spoken, and who are reliable, insist that they saw aircraft bombing the port. Are they right? I have no idea.
But when many people also state that they heard aircraft over Beirut minutes before the explosion, and when one of those people is my wife, who moved away from the window because of the sound, likely saving herself from major injury, or worse;
And when Hezbollah, inexplicably, rushes to declare that the explosions at the port had nothing to do with Israel (which really was a historical first, on par with Caligula naming his horse a senator), my first instinct is to be suspicious.
Read 9 tweets
5 Jul
Of course a unity government has been raised with Hariri. Of course Hariri and Bassil will reconcile. We now begin bargaining over a new gov’t that may last 3-4 months, at the heart of which is Bassil’s effort to secure Hariri support for his presidency: naharnet.com/stories/en/273…
In exchange for which Hariri will try to get Bassil’s concessions on the electricity front so that a new Hariri government can begin talks in earnest with the IMF. An IMF deal is absolutely inherent to the political class’ efforts to revive itself.
Therefore, I predict the political class will use privatization of state assets to renew its corruption networks, which is why parliament, the banks, and politicians have factored in state assets to reduce Lebanon’s total losses in the dispute with the cabinet over loss figures.
Read 6 tweets
3 Jul
Anticipation of the demise of the Diab government strikes me as premature, and this for a few reasons: (1) No one in the political class wants a vacuum, so consensus over a new government has to be reached while the Diab government is still in office;
(2) Saad Hariri, the likely next PM, has "conditions" to return", which means that Hezbollah, by rejecting these conditions, can delay the fall of the Diab government if it wants; (3) the Hariri-Bassil reconciliation, a prerequisite for any new government, is not yet at fruition.
Diab is fighting for his life, however, and his efforts to make Nasrallah's "going East" proposition sound realistic (when no one takes it seriously), like his attacks against foreign embassies (implicitly including the U.S.), are ways of using the party to extend his longevity.
Read 11 tweets
25 Jun
At this point one has to seriously wonder what value the government of @Hassan_B_Diab has. Yes, the political class has an interest in seeing him go, and I suspect our entry into hyperinflation will help kick him out, but Diab has offered no compelling reason to remain in office.
I suspect, and perhaps fear, that the political class will allow the situation to deteriorate, then present itself as the savior. This is its traditional way of operating, and people are so impoverished today that they will go along with this manipulative scheme.
But far from representing a savior, @Hassan_B_Diab has been a plaything in the politicians' hands, puffing himself up when his government has done almost nothing to alleviate the widespread suffering. Being PM will allow him to add a few pages to his autobiography, however.
Read 4 tweets

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