Much speculation about what Netanyahu’s strategy is here:
Option 1: Assassinate leaders in Hamas and Hezbollah (and maybe a few more operations up his sleeve) to show toughness to his public, but to prepare the ground for declaring victory and end of war in Gaza. (Thread) 1/7
Option 2: Escalate dramatically against Hezbollah and Iran—and hit capitals—in order to trigger a larger war. That would enable largescale Israeli action against Hezbollah, including a limited ground invasion. 2/7
And drag the US into a forced confrontation on the side of Israel, against Iran.
Not clear if any of this was discussed or coordinated in Washington--or not--during his visit last week. 3/7
Might have a connection with the upcoming US elections: he just got rousing support in Congress and has a lame duck presidential ally in Biden.
Harris will not be much of an ally if she is elected; 4/7
and Trump probably made clear to Netanyahu that he should do what he needs to do before Trump assumes office. Trump doesn’t want to inherit an ongoing war. 5/7
On the side of Iran and Hezbollah, they are all but forced to retaliate. And hard to imagine that they don’t aim for a high value target in Tel Aviv, to demonstrate symmetry after attacks in Tehran and Beirut. And that will mean automatic and major escalation. 6/7
Diplomats of the world, unite! Urgent need for effective crisis management, followed by effective de-escalation. This conflict could get much bigger and much wider very quickly. Affecting more countries in the region, as well as the global economy. 7/7
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The ruling class in Lebanon is hopelessly corrupt, compromised and inept. The revolution has it right: they all need to go. This implies that we need a new generation of leaders, indeed of representatives.
Almost five months into the revolt, we have still not produced these new representatives, nor have we put in place a process to do so. The moment of truth will be at the next parliamentary elections, whether in 2022 or earlier.
As things stand now, the current ruling oligarchs and parties will still win the vast majority of seats in any next election unless the revolt organizes itself into a sustained national movement with roots in all parts of the country.
Iran might focus on consolidating gain in iraq, and its presence in Syria, Lebanon and Yemen. Might keep other escalations with US limited. Wants to encourage Trump to leave Iraq quickly; and wants to hurt his re-election campaign; but doesn’t want to provoke wider war.
I expect Iran/Iraq eventually to invite Russia into Iraq to provide the air power that will not be available if and when the US leaves.
Government formation in Lebanon will move quickly. Focus will not be economy, but change of security key posts in army and ISF to lock down allegiance to Hezbollah/Iran axis. US will be hard pressed to maintain security assistance; Lebanon will move more fully into Iran axis.