So far, Hezbollah, the shiite Lebanese military force, has limited its fighting with Israel, but the risks are rising. Some have speculated they will attack if Israel moves ground troops into Gaza, others that Israel itself might initiate it. Either way its very serious 1/
Israeli paper @maariv reported today that the IDF is stepping up preparations for a full scale fight with Hezbollah. And it's evident that they are on high alert in northern Israel 2/
Hezbollah:
- has a massive missile arsenal, threatening to overwhelm defences like Iron Dome
- it has quality too, long range precision strike weapons that could disable key national infrastructure
- it has thousands of troops battle hardened in Syria 3/ today.lorientlejour.com/article/135258…
Hezbollah is the key part of the wider network of groups armed and directed by Iran's Quds Force. Houthi militias in Yemen are another, and in a sign of worsening tensions on Thursday they tried a long range attack on Israel, thwarted by a US warship 4/
Yet despite the risks of a multi-directional missile blitz, or of large scale Hezbollah assaults on its northern border, Israel's defence minister reportedly initially favoured launching a preemptive strike and the US has tried to dissuade Israel 5/
So why on earth would the Israeli defence min urge fighting on two fronts?
- the IDF is fully mobilised, v unusual moment
- v unusual also that US warships + 2 US Iron Dome systems can bolster defence
- intel may suggest Hezbollah will attack anyway, once IDF goes into Gaza
5/
While it's clear the US would help defend Israel from incoming missiles, and indeed that's exactly what the USS Carney did on Thursday in the Red Sea, it's far less clear they would join attacks on Hezbollah. Biden declined to give any such assurance 6/
Talking recently to people in the Israeli defence establishment, they believe the fact Hezbollah hasn't yet fully joined in proves that Iran is holding it back as the ultimate deterrent against any IDF/US attacks on its nuclear facilities 6/
So it follows that if Iran and Hezbollah unleash their full capabilities against Israel, sparking a regional war, it could see the destruction of some part of its deterrent. With that damaged, the calculus about hitting Iran's nuke plants could be v different 7/
It is precisely because of the dangers of war on this scale, that the US has urged Israel not to attack pre-emptively and Iran has proceeded with caution, signalling its resolve via an attack from Yemen rather than Lebanon. 8/END
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Latest video from Russian sources shows a Ukrainian column that seems to have come to grief in a minefield - the Bradley’s tracks have been blown off and a mine clearing tank is also in shot #counteroffensive 1/
The idea that Ukraine is still just conducting ‘probing attacks’ and hasn’t yet started the ‘full scale’ #counteroffensive is not credible. Leopard 2A6 and Bradley is main effort stuff 2/
As I explained last night @BBCNewsnight elements of 3 western trained brigades (33th, 37th Marines, and 47th) have already been identified on the Zaporizhzhia to Melitopol axis 3/
A big moment in the war, many advantages on Ukraine's side:
- they are smart & motivated
- this started weeks ago with shaping ops against RU logistic +symbolic targets
- Nato/US gives the best possible intel on RU weak points
- UA has held 12 brigades (c40k tps) for this 1/
It's too early to be sure about the key axes of Ukrainian ground attacks, they are currently probing and have many options:
- eastwards into the Donbas
- south from Zaporizhzhia towards the Sea of Azov
- south from Kherson to Crimea
- to expand the Belgorod incursion in RU 2/
Russia has exhausted, stretched, forces +feuding commanders. It's been knocked off balance by UA shaping ops. BUT:
- Russian army remains v strong in artillery
- they've got better at using drones, EW to target UA troops
- their air attacks are running down UA missile stocks 3/
The most important single factor in feeding the Ukraine war is the supply of artillery ammunition (nb 152mm and 122mm for RU, those plus 155mm and 105mm for UA). I am now thinking Ukraine will get what it needs. The figures are mind boggling... 1/
In the run up to EU meetings this week @oleksiireznikov told European ministers Ukraine needs 350,000 rounds a month to sustain operations, of which 120k are rounds of 155mm needed for western supplied artillery (1.44m a year). Without that things slow right down. Now we know 2/
That EU ministers have agreed an 'ambition' to provide 1m rounds of 155mm in the next 12 months, with some combination of stripping their existing stocks (frankly I didn't think they had 1m...) and making new ones 3/
So Putin's mobilisation is underway - and it's a major change in this conflict, so it merits a thread 👇. A lot of the social media coverage focuses on the tragicomic aspects - drunkenness, the wrong people getting called up, you name it 1/
Many bloggers point out it marks the abandonment of Putin's social contract with Russians that if they stay out of politics, they'll be left alone. Evidently there's every possibility the mobilisation order sparking disorder, even resistance 2/
Much depends on the nature and scale of the call up. Def Min Shoigu initially suggested it would be limited to 300k people, and experts immediately pointed to the issues involved in training, equipping, and fielding this number 3/
Of the many variables at play on the Ukrainian battlefield, could it be that the side that runs low on artillery ammunition first will have to sue for peace? This gained greater prominence after the UA general staff suggested they were in difficulties 1/ theguardian.com/world/2022/jun…
There's been some push back of late to this idea, with suggestions that the Ukrainian shortages have been rectified 2/
And the Nato cell supplying weapons to Ukraine has also said that ammo will not run low, and noted that it's already sent 260,000 155mm Nato-standard rounds 3/ bbc.co.uk/news/world-eur…
It seems the sting of defeat, at least in the first phase of their operation, has registered with Russian elite opinion. It is producing fear & loathing, so it would be unwise to assume that it will either undermine Putin or strengthen peace hopes. A thread ... 1/
Some of the reaction like the ideologist Timofei Sergeitsev on RIA-Novosti translated here by @francska1 has adopted genocidal rhetoric and suggested the erasure of Ukrainian identity 2/
There is anger and bewilderment, after all Kremlin messaging for the best part 20 years has emphasised Russia's role as inheritor of the USSR's victory over Naziism and its status today as a great power resting on military might. How to explain the setback? 3/