Seth Frantzman Profile picture
Apr 16 19 tweets 4 min read Read on X
There should be a kind of "alternate history" article(s) on how Iran and its proxies were empowered to grow exponentially in the region and it should include Israel's policies, which were ostensibly against Iran and the proxies...but explain how this ended up with Iran in an unprecedented and strong position on Israel's borders.
What I mean is the aphorism, when everyone is thinking the same thing, someone isn't thinking. It requires a critical reading of the history to explain the policies that enabled Hamas to become exponentially more powerful than it was 20 years ago.
And it requires some explanation why Israel's conception of strategy decided that having an increasingly powerful Hezbollah on the northern border, especially after the challenges of 2006...became "this is fine." Even as it became clear that Hezbollah was not deterred, but rather Israel was becoming deterred.
And then it requires a critical look at the Campaign Between the Wars...a campaign that was supposed to use the freedom of action enabled by the Syrian civil war to try to reduce Iran's entrenchment and Iran's exploitation of the power vacuum in Israel. Ten years of the campaign have not brought the success that might have been imagined.
The recent Iran-Israel tensions is evidence of this. Iran continued to entrench and Iran was NOT deterred in Syria, rather the whack-a-mole approach and "managing" and "precision" strikes...led Iran to assume it could just keep moving, like a slow moving freight train.
And then let's look at how Iran's militias in Iraq were openly empowered...and they increased threats on Israel with impunity. And the Houthis...a group that at one time was supposedly just fighting in Yemen...was put on steroids by Iran until it was openly threatening Israel and shipping with impunity.
And then it needs to look at Hamas, which was empowered and strengthened exponentially....going from being a murderous terror group to a terror army with 24 "battalions"...with officials admitting it "cannot be defeated" or that it will take "years to defeat"...YEARS...when Israel back in 1967 was defeating countries...but allowed a terror group that might take "years" to defeat to grow up a terror empire in Gaza.
This requires a more critical reading of the history of the 2012, 2014 and 2021 conflicts...questioning whether most of the assumptions about setting back Hamas "metro" were accurate at all.
It requires a big question about a policy or strategy or just slouching and sleep walking that thought "this is fine" to have two powerful Iranian-backed groups on two fronts of Israel...groups that apparently people now think will take years to be defeated or cannot be defeated...
We talk a lot about QME...Qualitative military edge...but how does that stack up...if quietly people know "well, Hamas can't be defeated fully"...or "it will take years"...when a 5th generation militiary takes six months of fighting in Gaza and still Hamas controls most of Gaza...then one must ask about the last 20 years.
And then this requires shedding light on the Palestinian Authority and the West Bank and the enabling of PIJ...let's go back and look at "Break the Wave" which began in 2022...did the wave break or grow? Isn't PIJ as powerful or more powerful today? Hasn't there been a flood of thousands of M-4/AR rifles to armed groups in the West Bank.
A few years ago when the IDF did raids in the West Bank it was a big deal if they found "Carlo" improvised weapons...now the terrorists are always caught with an arsenal of modern rifles, modern sights, and it's all obviously stolen...it's so obvious...but if anyone dared to say "let's track these rifles"...they got a shrug...like they got a shrug regarding Hamas and Hezbollah threats...and the Houthis and PMU...
Considering these facts...it's worth looking back at how this happened. I think we know part of the story. Part of it is a story of these groups acquiring more weapons and their capabilities being dismissed as not important...this was hubris.
But there is another story here. It's the story of how Iran exploited the regional chaos and Syrian civil war and war on ISIS and even exploited "maximum pressure" to grow its power massively since 2015, and especially since 2018.
This is a story also about how Ankara and Doha and others backed and hosted Hamas. How two western allies backed this terror group and everyone thought "this is fine" even as countries like Egypt, Saudi, the UAE and others turned against the MB...the fact is that Hamas became massively more powerful.
How did the Hamas power begin? It began with the international community shrugging when it took over Gaza...and then partnering with it. It got a huge boost when it moved to Doha in 2012 and basically was indirectly backed by the West...remember 2012 when the MB came to power in Egypt also...this was a trend not an accident.
There is a narrative that sees Israel's position as strengthened greatly over the last two decades, with growing ties to countries like India and the Abraham Accords...and all of that is true...but I think one thing that was overlooked is that while Israel was focusing on "third circle" threats...the first circle became exponentially a larger threat...and this wasn't well understood.
I think the concept of "managing" the conflict has become incredibly problematic. When you think you're managing something but it grows much stronger...then it's not being managed. Israel's decision to "manage" isn't unique, a lot of countries try to manage things unsuccessfully, it's a product of some of the tendencies of the neo-liberal world order that dismissed threats like Russia and thought "this is fine" about everything.
A critical understanding of this is necessary if the next 20 years are going to be different in the region. So far Iran has been on the march

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More from @sfrantzman

Apr 17
This may seem an unlikelt conclusion, but my sense is that the Hezbollah "Radwan" force and Hamas "battalions" are sort of symptoms of the same problem in analyzing the conflicts. In both cases Israel has focused a lot of attention on these entities, as if defeating them is a measurement of achievement.
Here is why this is problematic.
Hamas didn't used to have "battalions." It used to be a much smaller terror group. It grew into a terror army with "battalions" primarily because it was allowed to. Israel's numerous wars in Gaza each ended with Israel claiming achievements against the Hamas "metro" or something else. And in each case Hamas rapidly recovered and expanded.
The 24 "battalions" are thus an example of the whole problem of managing the conflict with Hamas. It became exponentially stronger. And when the war began after the Hamas attack, I think a lot of battalions dispersed and went to ground...so the "defeat" of the battalions was only partial and partly on paper.
Read 12 tweets
Apr 15
I just realized that one outcome of Iran launching such a massive unprecedented attack using drones and missiles is that it wanted to create a new bar for such attacks in the future so it can attack Israel with fewer projectiles directly and then have it portrayed as normal and acceptable
You see all the people who already went to bat for this narrative claiming this was just a symbolic attack not meant to succeed…so they now define 350 missiles as acceptable. And so if Iran launches 20 missiles they will have redefined that as fine
The whole narrative when it comes to Israel is always to define things that are unacceptable in any other context, such as attacks on civilians, as basically normal and acceptable “retaliation” or “resistance” and thus make any Israeli response “escalation”
Read 4 tweets
Apr 15
The worst takes on the Iranian attack of April 13-14 are those who call it “symbolic”. This was a massive, unprecedented attack of historic proportions. Never before in history were so many drones, ballistic, missiles and cruise missiles (350 in total) used at the same time in an attack, and from several different fronts and directions, including attacks from Hezbollah in Lebanon and from the direction of Yemen and over Iraq and Jordan, and almost all of it timed to arrive within around ten minutes of eachother…

Those who think it was “symbolic” or designed not to succeed either know nothing about the weapons involved, the complexity of planning this, know nothing about history, know nothing about the complexity of the air defenses involved and billions of investment it took over four decades to meet this attack, or are simply being purposely disingenuous (more likely).
I suspect most of those making the comment aren’t purposely ignorant, they know firing 350 drones and missiles that require different times to arrive and targeting different areas of Israel with precision from four directions is incredibly complex and was not designed to fail…they need to downplay it for some reason. Because by their logic if 350 is symbolic then what would 1,000 missiles be?
If Iran wanted a symbolic attack it would have launched a dozen missiles. Does anyone say the attack on Asad base was “symbolic” and it involved two dozen missiles right?
Read 5 tweets
Apr 15
Israel historically understood that it had to be willing to go it alone.

One of the issues after October 7 is how to restore deterrence. My sense is that Iran and its proxies all feel emboldened and have tried to change the "rules" and the "equation" in the region to make it acceptable for them all to attack Israel whenever they want. Israel's partners are willing to help defend, but their message is for Israel not to respond too much...which creates a situation of endless war and managing the conflict. That is what led to Oct. 7.
Not responding and "managing" conflicts is not a good substitute for strategy. It just kicks the can down the road...and kicking the can leads Iran and its proxies to grow stronger.
There is no evidence that Iran or its proxies have gotten weaker the more the conflicts and various fronts and arenas are "managed."

Hezbollah has acquired PGMs and thousands of drones for instance.
Read 9 tweets
Apr 14
Today the narrative among some is that Iran’s unprecedented massive attack with missiles and drones is just “symbolic” and didn’t harm much so therefore it can be shrugged off.

That was the same mentality about the rocket fire from Gaza two decades ago and also the Hezbollah rocket fire and the Houthi attacks. The always change the goal posts so hundreds or thousands of missiles are no big deal. And then when Hamas massacres 1,000 people and takes 250 hostage then they are surprised.
If you don’t take one missile being fired as a threat then it becomes two and then ten and 100 and 1,000. The fact is that systematically Iran has been allowed to spread drone and missile terror around the Middle East and also sent drones to Russia to terrorize Ukrainians. Did the same people who say it was just “symbolic” say that when missiles and drones rain down on Ukrainian civilians?
The fact is that the decision to ignore Hamas rockets and then Hezbollah rockets and then Houthi attacks and then Iraqi militia attacks and now Iran’s attacks is destroying the region. Air defenses are not a magic wand OR A SUBSTITUTE FOR POLICY AND STRATEGY.
Read 9 tweets
Apr 14
The narratives appearing this morning after the unprecedented Iranian attack on Israel (the largest use of drones at a single time in a long range attack) is that the attack can be kind of dismissed because they were intercepted. This is wrong, and here is why.:

First of all this is one of the catch-22s of having good air defenses, which is that attacks are downplayed and Israel especially is told not to respond because the defenses are successful
I think that’s a misreading of the situation. Iran is emboldened and not deterred every time it feels it can attack, whether it is attacking US forces or hijacking ships or attacking Saudi Arabia or having its militias attack Israel, and the U.S. and other countries, such as attacks on Erbil, or killing Americans in Jordan in January
Iran even attacked Pakistan recently. It feels total impunity, for instance operationalizing the Houthis, backing genocidal Hamas, destabilizing the West Bank with PIJ, pushing Hezbollah to launch thousands of attacks, entrenching in Syria, exporting drones to Russia
Read 6 tweets

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