Israel Update

Prime Minister Netanyahu is hinting that there is something more sinister going on behind an investigation of leaks from his office: yet another politically motivated use of law enforcement. And this time it's not the police, it's Israel's secret security service – Shabak (aka Shin Bet). Though we don't yet have all the information, Gadi thinks he's heard it all before – has Shabak director Ronen Bar taken a page from James Comey's book? Mike, not yet convinced, nevertheless thinks such an interpretation is beginning to make more sense. 

We also discussed Trump's new appointments and what they reveal about his administration's future policy vis-à-vis Israel. 

For over a year now Mike and Gadi have been wrestling with one central problem: can Israel go it alone against Iran? That awful dilemma may now be obsolete. Apart from a deep sense of relief, what are we to expect from a Trump presidency?

Meanwhile Prime Minister Benjamin Netanyahu fired Yoav Gallant, his minister of defense. Why did Netanyahu choose this timing, and what can the timing reveal about his possible plans for the future conduct of the war?

And finally, does the new investigation of a leaked document pose a threat to the stability of Netanyahu's coalition?

A report in the Israeli press talks of "advanced" negotiations for a deal to end the war in Lebanon. But Mike and Gadi are skeptical. The way the story is sourced, the journalist who wrote it, and the American blessing written all over it, suggest that around a grain of truth a fair amount to wishful thinking by the usual suspects has grown. Nevertheless, Mike thinks we can't dismiss the possibility. We also discussed Gadi's piece in Mosaic about the false conceptions that blinded Israel to the disaster of October 7.

Was it wise to limit the strike to military targets, as per the American red lines? Or did Israel just miss a once in a lifetime opportunity to take out Iran's nuclear facilities? Are we going to see further escalation or will it all wind down now in the run-up to the American elections? We found almost nothing to agree on this time, not even Yair Lapid.

Predictably, the US is once again telling Israel to "take the win," and bring an end to the war in a ceasefire-for-hostages deal. But the very idea is outdated since there is no longer a central Hamas leadership able to deliver a deal. Instead Prime Minister Netanyahu's message is that Israel will deal separately with each local Hamas commander: whoever will deliver our hostages can get his life and a safe passage out of Gaza in return. How this will play out, and what it could mean for other theaters – primarily Lebanon and Iran? Mike and Gadi discuss.

Mike's WSJ piece

The Politico piece we discussed

Iran is stepping in to fill the gaps in the Hezbollah chain of command with IRGC men. The plan seems to be a tactical withdrawal to the north in order to regroup and sync the various weapon systems into a better organized counter-strike against Israel. Meanwhile UNIFIL, the UN "peacekeeping" force, is shielding Hezbollah from the IDF, as does, in other ways, the Biden Administration. Mike and Gadi discuss. 

Also on this episode: why did Gadi go to pray on Yom Kippur for the first time?

Recent weeks have improved Israel's strategic position vis-à-vis Iran considerably. But the direct confrontation that had just began can have extremely serious consequences, not all of which are easy to predict. Gadi and Mike discuss what Israel and the world could win, what they could lose, and how the Biden-Harris administration could impact the outcome.

With the killing of Hassan Nasrallah, Gadi and Mike agree, the war turned in Israel's favor. This masterstroke, coming as it did after a long string of impressive military achievements, weakened not only Hezbollah but also Iran, which has failed to respond in any meaningful way. Iran's major move, thus far, has been to threaten the United States. If the Americans would only stop restraining Israel and begin to support its efforts to weaken Iran, this turning point in the war could become a hinge point in history, the beginning of the sharp decline of Iran's Resistance Axis

We did not expect this. For the first time in this war, Mike explains, Israel achieved escalation dominance, and regained its deterrence. But on the road ahead there are still major obstacles. Tactical, strategic, and political. The largest of them is the Biden administration. 

This was the world's first mass targeted assassination, where Hezbollah was made to self-select the targets. It also neutralized one of Hezbollah's cruelest strategies: embedding its military among civilians. Mike and Gadi discuss the operation and what may or may not come next.

Also on this episode: Netanyahu's decision to oust minister of security Yoav Gallant has not been reversed. If Gideon Saar is to replace Gallant, it's time to introduce you to the unbelievable story that is this man's political career.