One very strong message came out of Saad al-Hariri's interview with MTV last week, namely that he was ready to make a deal with Hezbollah and Amal, and that his former allies could come along if they wanted to, but had no latitude to interrupt the process.
In other words if the Sunnis and Shia are in agreement, the minorities must go along. Even the FPM in this phase are mere adjuncts to the Shia duo, while the Lebanese Forces and Walid Jumblatt are on their own. That's why Walid effectively gave up on Geagea last night.
Suleiman Franjieh got the message and, today, announced that he would vote for Hariri in parliamentary consultations. He thus effectively becomes Hariri's favorite as president to succeed Aoun, at Gebran Bassil's expense: bit.ly/3iTslo4
What allowed Hariri to take a tough line on his erstwhile allies is that he apparently received a Saudi green light to be PM, and his return has a measure of international, particularly French and U.S., approval.
Does this mean real reform is coming? God knows, and cynicism is often the best option. That said, if there is genuine Sunni-Shia agreement on a government to implement the French initiative and stop the bleeding, then the ability to stop this domestically will be limited.
Moreover, the fact that the U.S. is now mediating in talks between Lebanon and Israel means that Washington has little incentive to derail the French plan, let alone a government effectively established by Hariri and Hezbollah. If Biden wins, this trend will be consolidated.
To add insult to injury to Bassil (on October 13 no less), I heard that his appointee to the negotiating team with Israel was removed by a leading figure in the Shia duo. That means he is losing ground at all levels and his presidential ambitions are sinking fast.
Walid Jumblatt's mea culpa yesterday on the May 7, 2008 events suggests he is preparing a pivot, which his criticism of Samir Geagea only underscored. When Walid attacks the Maronites publicly, it means he's preparing a big turn (Remember this: bit.ly/3duQhNG).
His pivot is because he can see that a Hariri-Hezbollah deal is on us and he can't afford to be left out. That also means he may be preparing for an eventual shift on Syria, which his support of a Franjieh presidency, against Bassil and Geagea, would only make more likely.
So we appear to be on the cusp of a new political phase in Lebanon that may or may not lead to better outcomes; but that does reflect how the country is trying to find a new equilibrium in a contentious region, whatever the preferences of the population at large.

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More from @BeirutCalling

15 Oct
It's not surprising that Aoun delayed parliamentary consultations a week. The reason is that Hariri was about to be named by the Future bloc, the Shia duo, Joumblatt, and their allies, with the FMP left out. Aoun bought Bassil an extra week to come to an arrangement with Hariri.
But Bassil is politically weak and his margin of maneuver with Hariri is narrow. Hezbollah's and Amal's denunciation of the negotiating team with Israel yesterday—a team selected by Aoun—was a further sign of deteriorating relations between Hezbollah and the Aounists.
It seems that Hezbollah will not torpedo Hariri's chances so as to save Bassil's political skin. Hariri can form a government with independent Christians and Franjieh, and his interview last week was a clear sign of his willingness to ignore the Christian parties' reservations.
Read 8 tweets
18 Sep
I’m puzzled as to why everyone is saying the French initiative is dead. Yes it looks like blockages everywhere, but the strategic picture is fundamental here. First, whether a government is formed by Adib or not, Lebanon has to form a government anyway today.
So why would Hezbollah do so later and miss the political advantages of doing so under France’s plan? Second, a generalized financial collapse if no deal is struck harms Hezbollah’s strategic interests. It would destabilize Lebanon, weakening the party’s ability to defend Iran.
This is all the more urgent as Israel has just concluded peace deals with the UAE and Bahrain, which would facilitate any Israeli military operation against Iran. Hezbollah cannot afford to be neutralized domestically in such a volatile regional context.
Read 9 tweets
9 Sep
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.
Read 6 tweets
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

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