A ceasefire has taken hold in Gaza and Israeli hostages are about to be released
Here's an overview of what will likely come next /THREAD
The ceasefire was driven by two key factors
The first was that Hamas saw no chance of outlasting Israel's military resolve and surviving as a governing power in the pre-2023 form
The second was that Israel also realized the complete annhiliation of Hamas was unachievable /1
Pressure on Israel from the US was also mounting
During my recent trip to Washington, Democrats framed Israel's war as a Netanyahu regime survival mission and Republicans were quizzical about whether Israel was trading short-term wins for long-term insecurity /2
While Biden chose to chide Netanyahu in private and use surrogates like Jake Sullivan to provide more frontal critiques, Trump leveraged his close personal ties with Netanyahu to make a deal
Trump's tenacity and public pressure for peace won out without antagonizing Israel /3
Netanyahu is facing extreme internal pressure from the far-right of his coalition to not end the Gaza War
Ben Gvir and Smotrich are vetoing the ceasefire. Netanyahu's warnings about the war's potential reignition are lip service to that bloc but the ceasefire should hold /4
The prospects for long-term peace are much more ambivalent
The US vs. EU/Arab state divide on Palestinian state recognition, the destroyed credibility of the UN as a broker and proven inefficacy of reconstruction aid in leading to peace are challenges /5
Hamas and PIJ will have the chance to appeal to Palestinian grievances and potentially rearm if the core issues are not addressed
The big question is funding: Iran is depleted, Saudi Arabia wants no part, Qatar has been burnt by the pre-2023 UN/Israel-approved aid scheme /6
The most significant thing to remember is that the Gaza War is not just an Israeli-Palestinian conflict
The October 7 events and the regionalization of the war to Iran, Lebanon and Yemen reflected a highly dysfunctional regional system /7
From 2020-23, paper ententes were falsely equated will full-scale normalizations or even alignments
Israel's revanchist ambitions in Palestine and Iran's desire to end the Abraham Accords both lay outside extant regional frameworks. This exclusion fuelled war /8
Saudi Arabia, Qatar and the UAE have disparate views of Gaza's post-war future, especially regarding the role of Hamas and even the long-term staying power of the PA
Syria is marred with ethnic violence and the Houthis are operating in an unstable Yemeni context /9
The Middle East regional system might see a cooling of heads and tensions for the time being but will not coalesce into a broader peace landscape
The illusion of stability that was cited by Jake Sullivan in the 2023 Foreign Affairs is remote /END
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Armenia and Azerbaijan have struck a peace agreement
There are still numerous unsettled issues but its a major geopolitical sea change
Here's what's likely to come next /1
The US's brokering of the Armenia-Azerbaijan final settlement deals a significant blow to Russia, Iran and Europe's status
Russia wanted the 3+3 format including itself, Iran and Turkey as well as Armenia, Azerbaijan and Georgia to achieve a breakthrough /2
The problem was that Russia was regarded as a power that was stoking the conflict to maximize its leverage
Selling arms to both sides before the 2020 war and there was widespread skepticism in Azerbaijan about the hegemonic intentions of Russian peacekeepers /3
This is the debate in Washington right now after Trump's pivot against Russia
In this thread, I break down what economic measures will work and won't work against Russia /THREAD
Trump's secondary tariffs against Russia are unlikely to be enforceable without escalating a trade war with China, torpedoing UAE investments and derailing a trade deal with India
Its not a viable approach even though if implemented to max, they would be devastating /1
Instead, the focus needs to be on closing key loopholes in the sanctions regime
While significant progress has been made against banks like Sberbank and Gazprombank, they are not the only front against Russia's SWIFT access
The Russia-China-Iran-North Korea authoritarian axis has been widely discussed since 2022
It has functioned effectively in Ukraine but flopped spectacularly in the Israel-Iran war
Some more details on what this means /THREAD
This authoritarian axis has often been framed as a bloc that is presenting a normative/geopolitical challenge to US hegemony and the Western liberal order
The 2022 Russian invasion of Ukraine crystallized as the West isolated Russia, these powers backed Russian aggression /1
This framing is problematic for several reasons
First, these bilateral relationships were not created due to a changing world order
They formed during the Cold War, 1980s and 1990s /2
The US has launched major military strikes on Iran's nuclear facilities
Here are some thoughts on what might come next /THREAD
The US escalation reflects a middle ground between the two camps within the Trump orbit
It is an escalation that goes beyond what the voices of de-escalation (Carlson, Bannon, Gabbard) wanted but is short of the regime change war that the hawks (Graham, Cotton) likely want /1
The Trump admin views the US attacks on Iranian nuclear facilities as a bargaining chip to facilitate new negotiations with Iran being in a position of grave weakness
A delayed Iranian retaliation that targets Israel only and not US bases in a major way supports this /2
Russia is increasingly concerned by the threat of Chinese espionage
Here's some more context on this trend /THREAD
This trend has got three key dynamics
The first is age-old mistrusts bubbling to the surface, concerns that Russia's military vulnerabilities in Ukraine are being studied by China so it can assert influence over the Far East /1
The second is concern about strategic overdependence on China
Russian intellectuals especially at HSE framed China as the Ukraine War's winner in 2022. There is a divide between the pro-China siloviki and more Sino-sceptic RDIF and business community /2
Ukraine's seismic attack on Russia's strategic bomber arsenal is still causing ripples
Here are some thoughts on its implications /THREAD
Ukraine has a stronger case for the expansion of permissions to use NATO class weaponry inside Russia
Ukraine can argue that these attacks have limited escalation risk potential and can enhance strategic stability by weakening Russia's nuclear deterrent /1
Expect Ukraine to push for the harmonization of F-16 use inside Russian territory and the removal of residual range restrictions on ATACMs, Storm Shadows, SCALPs that exist by decree or informally
Friedrich Merz's proposal seemed daring but now its got much more teeth /2