נדב איל Nadav Eyal Profile picture
Jun 20 9 tweets 6 min read Read on X
1/The Iran - Israel War, Day 8. We are now a week after Israel launched what it labeled its *preemptive strike* against Iran, effectively beginning the war. It’s time to assess what both sides have achieved - and where things stand.
Let’s begin with Israel.
first, Israel focused its opening move on decapitating Iran’s senior military leadership and targeting around two dozen nuclear scientists involved in Iran’s secret weapons program. It then moved to nuclear installations and surface-to-surface ballistic missile infrastructure.

The results have surpassed Israeli and international expectations.

In the first 48 hours, Israel killed the most senior commanders of the Revolutionary Guard, the Iranian military, and the air force. It assassinated the Iranian Chief of Staff.
His replacement relocated to what Iran considered its most secret command bunker, deep in the mountains. Israel struck there too. He fled to a secondary command center in Tehran. He was killed there.
(photo I took myself in Ramat Gan, two days ago).Image
2/ After this initial shock-and-awe phase, focused on leadership decapitation, the IDF turned its attention to nuclear installations and surface-to-surface ballistic missiles. The Natanz centrifuge facility suffered heavy damage and the AIEA assumes its centrifuges casscades are damaged beyond repair.

The Isfahan nuclear site, where Iran was working on how to convert enriched uranium into material suitable for a warhead, was also heavily struck.

Other research sites involved in Iran’s weapons group- the part of the program focused on constructing a bomb or a warhead - were destroyed.

The Fordow nuclear site, deep in the mountains, was hit only on the surface. Even without U.S. involvement, Israeli officials say they have contingencies in place for Fordow.

As for ballistic missiles:
Israel has destroyed between a third to a half of Iran’s launchers and several hundred missiles.
The Israeli Air Force now operates with real-time intelligence from rather freely flying over west Iran to Teheran - after dismantling nearly all of its effective air defenses.A senior Israeli security source put it bluntly:
“Now, with no limits on air attacks inside Iran - and given the vast military infrastructure they’ve built - it’s like a candy shop for us. Hard to choose what to hit first".
Much of Israel's success is due to the superb performance of its military intelligence branch (AMAN) and technological capabilities. This may be the first time in history that high-tech intelligence tools have produced such a deadly impact and a potential military victory.
3/ On Iran’s side: its main achievement has been the continued launch of ballistic missiles into Israel.

These have increasingly targeted civilian areas, which Israeli intelligence sources say is a deliberate strategy - ordered directly by the Supreme Leader.

While Iran has also aimed extensively at Israeli military bases and we can assume substantial damage, Israel’s success in targeting launchers has substantially reduced the daily volume of fire. Still, Iran continues to probe and study Israeli air defenses. Israel is also managing to intercept much of what Iran is launching and denies having a shortage of interceptors—though it's clear their supply is not unlimited

Just yesterday, it launched a major barrage that struck Soroka Hospital in Be'er Sheva and neighborhoods near Tel Aviv.
For Iran, hitting civilians is strategic.

First, They’ve long funded Hamas and Hezbollah and see the entire State of Israel as illegitimate, and see terror attacks against Israeli civilians as always justified. Targeting the home front is an extension of that ideology - and a deliberate focus on what they see as Israel’s “soft spot”: civilian life.
4/ To understand how central this is:
Up to now, Iran has not managed to kill a single Israeli soldier in this war by its ballistic missiles attacks.
But more than two dozen Israeli civilians have been killed, and there has been massive damages in urban areas.

So far, the Islamic Republic has not seen significant internal protests as a result of the war - something both Israel and the U.S. are still hoping will happen.

Iran is clearly under growing distress and has been humiliated regionally, but striking Israeli civilian targets remains popular in parts of the Muslim world - particularly after Gaza. As to the future. The regime is banking - correctly- that no one is talking about boots on the ground. The regime is signaling that it will return to negotiations if hostilities cease. However, it still refuses to abandon uranium enrichment - for now.
5/ Let’s talk about the most decisive issue now shaping this war: U.S. involvement.

Yesterday, I spoke with a senior Israeli officer who put it bluntly:

“We’ve been coordinated with the U.S. from the very beginning. They knew about the planning, the drills, our current and future ammunition needs. They’ve assisted us not only in defense but also in the intelligence needed for strikes inside Iran.”

When I asked whether this coordination came from the President, he clarified:

“The dialogue is always military to military - in this case, with CENTCOM. But I assume everything is done with the commander-in-chief’s approval.”

And now, the United States - or rather, President Trump - must decide.
6/ In the past 24 hours, the White House has publicly floated the possibility of negotiations with Iran and hinted at a diplomatic breakthrough; the Iranian foreign minister made clear they wont negotiate under fire. I'm not sure its the answer the WH was waiting for. US military build-up in the Middle East is not slowing and Israel still asseses that the President is more positive as to a US strike.
Washington holds the cards. But Israel's defence apparatuas message is clear:
Hit Fordow first.
Cripple some of Iran’s nuclear capabilities—what we didn’t finish. Then negotiate.
Don’t fall into a long, drawn-out, Iran-style war of attrition disguised as diplomacy.
Decision-making in D.C. is flexible.
And to be fair—this is a huge decision for any U.S. administration.

Iran has far greater ability to hit short-range targets across the Gulf than in Israel.

And Israel is still bracing for Iran to deploy weapons it hasn’t used yet—cruise missiles, and 1-ton warhead ballistic missiles, which could cause massive devastation if launched.
7/ So what are the exit scenarios?
First, it’s important to say:
This conflict hasn’t matured to the point of exit, as of yet.
Iran feels humiliated but hasn’t hit its limit.
Israel wants to finish what it started.

Senior Israeli officers told me they believe it may take just a few more days to achieve the original strategic goals.
Now, the scenarios:

1. U.S. joins.
More Iranian nuclear sites are hit—including Fordow.
Then, President Trump agrees to negotiate—with a depleted, less nuclear-capable Iran.
Israel halts operations when asked.
Hostilities stop. Negotiations begin.
Outcome uncertain.

2. U.S. stays out, but still wants a deal.
Trump decides not to strike but believes talks will work.
In this case, he might prefer that Israel continues to strike, giving the U.S. leverage over Iran at the negotiating table.
Many key unknowns. Here's one:
Will the deal address Iran’s ballistic missile program?
Intelligence sources have grown increasingly concerned not just about enrichment—but about Iran’s national missile project.
Estimates say Iran aimed to have 8,000–9,000 ballistic missiles within two years.
Enough to devastate Israel without a nuclear bomb.
8/ Scenario 3.
U.S. stays out, Israel finishes the job.
Israel strikes Fordow and other sites alone.
Hostilities end without any formal agreement.
Iran may declare it’s leaving the Non-Proliferation Treaty (NPT). Diplomatic efforts to reach a new agreement. My guess is that when the dust settles, it turns out Iran's nuclear program suffered a much heavier blow than suspected now. Still, if this leads them to break for a bomb/ Israel needing to attack again and again in the next few years, its not a good result. This is why
One senior Israeli military official told me:
“Our goal is to fight all the way to a good agreement.”
That’s an enormous undertaking, especially given the pace and style in which the Islamic Republic negotiates.
Few experts believe that even now, the Supreme Leader is willing to let go of enrichment.

Another question: Will Hezbollah join the war?
That would be a strategic mistake. Israel has plans in place for that contingency.
9/ Bottom line: For now, the Islamic Republic has been humiliated, and Israel holds the upper hand. In Tehran, a war of attrition - or a dragged negotiation - is clearly under consideration.

However, if it feels that the survival of the theocracy is at stake, Khamenei may do what his predecessor, Khomeini, once did: drink from 'the chalice of poison' and agree to international demands. For that to happen, U.S. involvement is indispensable. What Israel began, only the United States can finish with real effectiveness. Yet even if Washington chooses to stand aside, the Middle East is already a different place.
end

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More from @Nadav_Eyal

Jun 13
1. The Israel-Iran war: The first day.
We are now about 15 hours after Israel launched what it labels a *preventive strike* against the Islamic Republic of Iran - targeting its nuclear facilities and ballistic missile sites.

Here’s a short recap of what’s happened - and what it means.

First, this is not an *operation*. It’s not a *strike*. Israel is now **at war** with Iran. And Israel’s defense establishment understands that well.

I spoke a short while ago with a senior Israeli security official. His most important message was directed at the Israeli public:
"Prepare for Iran’s response, don't underestimate what they can do. It will be substantial and lethal".
2. Now to the war. At the beginning of 2024, while Israel was still fighting the beginning of the war in Gaza, it began receiving what security officials described as troubling signals: Iran was advancing in what’s known as the *weapons group* -the part of its nuclear program focused on the actual assembly of a nuclear bomb or warhead.

I heard details related to attempts by Iran to acquire specific equipment that would only be needed for a timed nuclear detonation. A senior Israeli security official confirmed to me that these signals were captured by Israeli intelligence. This quickly became a major headline - in Israeli newspapers, and then in the international press.

It was during that same period that the IDF’s operations branch began serious planning for a possible strike on Iran’s military, the Revolutionary Guard, and most importantly, its nuclear facilities.

What was obvious to the Israelis was that striking Iran’s nuclear sites could never be done without factoring in the Iranian response to that - which would be substantial, and likely devastating for Israel.
3. The Iranians were very encouraged by their latest missile attack on Israel in later October 2024, and they thought it proved that Israel's Arrow and other defenses have limited capacity to hold off a major barrage. Considering how small Israel is, definitely compared to Iran, they focused on building abilities to bigger strikes, seeing this a soft spot of the Israeli society.
The Islamic Republic had already crossed a major line during the Gaza war – it decided to directly attack Israel not in response to an Israeli action against Iran itself, but rather after two specific events: First, the assassination of a senior Iranian general in a building adjacent to the Iranian embassy in Damascus. Second, an Israeli strike targeting Hezbollah leader Hassan Nasrallah.

To Israeli officials, Iran’s decision to launch missiles and drones at Israel marked a crossing of the Rubicon - a shift from proxy warfare to direct military engagement. Tehran had made itself a party to the war. This strengthened the resolve to act.
Read 10 tweets
Jan 24
סיפור ב-3 מערכות. מערכה ראשונה- מגיע לקינג'ס קולג' אמש בלונדון כדי לדבר בפורום הגיאופוליטי. לצדי מדבר עיתונאי סורי עצמאי, ראסן איברהים. בקהל יש כמה וכמה עם כאפיות שרוצים לצעוק עליי כישראלי. אך והואיל ואיברהים בא עם בטן מלאה על איראן, והאסון של האחים המוסלמים, הם מאבדים סבלנות. Image
2/ אחרי שאיברהים תיאר באריכות את האסון של פונדמנטליזם איזורי, מחה על כך שמחאות נגד אסד לא ממש היו,
אני מדבר על סיבות העומק ל7 באוקטובר ושואל אותם אם הם שמעו דיון מלומד, בבי.בי.סי או בכלל, מדוע החלה המלחמה. למה חמאס מסתער. דיון אחד. הקהל אומר שלא.
מערכה שלישית. הסטודנטים עם הכאפיות שולפים מצלמות ואני נשאל שאלה מהכתב אם צבא הכיבוש הישראלי עושה ג'נוסייד. אני אומר שלדעתי לא; מסביר מדוע; אומר שיש לחקור כל מקרה של חשד לפשעי מלחמה. בשלב הזה קם סטודנט וצועק עליי נאום על הישראלים רוצחי התינוקות.
Read 4 tweets
Nov 13, 2024
1/A week later, some thoughts about the elections - and the good life.
At first glance, its a straightforward story. If prices are too high, the President seems weak, there is a border crisis, cities feel unsafe (it's not only about the data, remember?), the candidate is the Vice President, and most of the country says its on the wrong track, then the chances of incumbent victory look slim.

Yet there’s something deeper happening, beyond Democrats or Republicans: power structures are failing, and it’s not happening only in the U.S. These structures are hollow, corrupt, or simply no longer fit for purpose. People want to upend them. In dictatorships, the solution is more authoritarianism. In democracies? They keep on changing incumbents, endlessly trying to fix the system by replacing its handlers.

With no real, thoughtful change, it will fail. It’s the system itself that’s broken.
2/ Simply reciting the successes of the Liberal order - a habbit of liberals everywhere - won’t prevent its collapse. We live in an era defined by the politics of sentiment. Seeing that is crucial for any successful nevigation of public affairs.

I have been writing about U.S. elections since 2008, observing the shifts in the country’s political landscape over the years. I’ve written a book titled REVOLT about nationalism, populism, and the demise of the liberal order, and I documented Trump’s rise before his 2016 win in a TV series. It seems to me that Americans have been asking the same question, probably since 2008, and they’re trying to answer it in different ways—choosing different people, becoming more and more desperate as time goes by.

The question: What is the American model for life in contemporary times? And I don’t mean this as an empty slogan. Really—how can you live a good life in this era? And a "good life" isn’t just about the economy. It’s also about identity and security, dignity, a sense of purpose, and human flourishing. And it is also about the consequences of automation, climate change, and a global sense of alienation.Image
3/ It’s a radical question that demands a radical answer. Some of the answers proposed—like trade barriers—are, in my view, potentially disastrous. But the point is understanding the question itself. This isn’t about some ideal of “justice” or crafting a utopia; it’s about stability and decency. People feel unmoored and are asking: how can we secure a stable and decent life, looking toward the future? Stability - In our neighborhoods, at work, and around the family dinner table. Because the world right now? It feels bat*hit crazy.
Read 4 tweets
Sep 9, 2024
1/קשה להתעלם מזה, גם אחרי יום. הנ"ל אשכרה אמר "הרצי הלוי לא מתעסק במלחמה הוא מתעסק בפוליטיקה, רק בפוליטיקה". באמת?
מישהו מאמין לשקר המכוער הזה? לדיבה הפשוטה הזו?
פאנל השקר הזה מעיד על מחלה תקדימית בעולם: מנסים לחסל את הצבא, הצבא - תוך כדי מלחמה נגד אויב אכזר. לא היה דבר כזה.
2/עכשיו תראו. היה זה העיתון והאתר בהם אני כותב שפרסמו את הסיפור (המקומם) על קמ"ן פד"ם. ואני פרסמתי ועוד אפרסם סיפורים על כשלונות מערכת הביטחון. אבל מה בין זה ובין חגיגת העליצות הטמאה הזו, שמובלת בידי הליצן הציני והמלגלג הראשי, שונא ישראל ממש, ינוןמגל. והתשובה: יש להם תכנית.
3/התכלית היא מאוד פשוטה: בחסות המלחמה ולקיחת האחריות, לדחוף כעת להחלפת ראשי מערכת הביטחון כולם, אחד אחרי השני, ולמנות שורה של עושי דברם לנתניהו ושות'. וזה נראה להם קל להשגה: בר והלוי כבר לקחו אחריות. עוד דחיפה. וחבורה של אידיוטים שימושיים משרתים אותם, ובשם טהרנות דורשים מייד.
Read 6 tweets
Jun 22, 2024
תנאי לניצחון למלחמה הוא גיוס כל המשאבים הלאומיים (פון קלאוזביץ). ישראל מפולגת וחסרת אמון לגמרי בהנהגה. הממשלה ומי שעומד בראשה בכלל לא משתדלים לגייס את האומה. ההפך; הם מעסיקים שופרות ואינטרסים כדי לזרוע שנאה בינינו, לתועלתם. מה שחשוב להם אינו הניצחון על אויב, אלא להיאחז בשלטון.
למאמינים בכיבוש צבאי בעזה: אי אפשר לשלוט בעזה בממשל צבאי ל10 שנים כאשר למעלה מחצי מהציבור חושב שראש הממשלה מושחת וחייב להתפטר, ומעדיף את האינטרסים האישיים שלו על המדינה והחטופים. למאמינים שאין מנוס ממלחמה בצפון: יש פה אמון הנחוץ לכך? אתם יודעים שלא. זה באשמת ממשלה נוראה.
אחדות ואמון אינן ססמאות בלבד, אלא תנאים נדרשים הכרחיים להישרדות במאבק גדול. יש מנהיגים שמתעלים אל הרגע. יש כאלה ששוקעים בתוכו, ודמותם האמיתית נגלית. תמונת המצב על מנהיגנו ברורה לחלוטין. הוא צ'מברליין על ספידים, המשטר הצאריסטי במלחמת העולם ה-1 בעת המלחמה. הוא מסמל רק תבוסה.
Read 6 tweets
Jan 12, 2024
1/פרסום ראשון, הבוקר בידיעות אחרונות ו-Ynet+. תעקבו אחריי, זה לא פשוט. מצונזר. *לינק לטור- בסוף*.
הלילה של ה-6 באוקטובר היה אחד הלילות הדרמטיים בהיסטוריה של המודיעין בישראל. כפי שפורסם בעבר, התקבל סימן מעיד משמעותי, שנבע מפעילות מבצעית שביצע שב"כ בעבר, והמחיש סיכוי לפשיטה קרקעית Image
2/לישראל. הסימן הזה "עלה" כבר בעבר, ללא חדירה קרקעית של חמאס. ועדיין- זו סיבה מרכזית שראש השב"כ קפץ. שהעירו את הרמטכ"ל. היו סימנים אחרים. היו גם סימנים "מצננים" שגרמו לסברה שמדובר בתרגיל.
אך קרה עוד משהו, שלא דובר בהרחבה עד כה, והוא נקלט ב-8200. הוא היה משמעותי ביותר. מה שאפשר
3/לומר הוא שמדובר בסימנים מאמצעי תקשורת של חמאס. ובצורה משמעותית. לא משהו שפוענח בדיעבד. בזמן אמת.
(אני מציין, כרקע, כי מראשית המלחמה מפרסם דובר צה"ל הקלטות של שיחות טלפון בעזה - של אזרחים ומחבלים). אלה סימנים שעבורם, אומרים לי בכירים באמ"ן לשעבר, יש משמרות לילה. ב-8200 ובכלל.
Read 6 tweets

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