300 days to the war - summary of the assessment of the situation -
1. Israel, even after the failures of the ship and Shukur, is at a severe, multidimensional strategic disadvantage. political-strategic, security, legal, moral, economic.
2. The gap between reality and the perception of reality, among significant sections of the Israeli public, and among most members of the government and the coalition - is a huge and extremely dangerous gap.
3. Netanyahu, who understands well the dimensions of the failure and is not detached from reality, decided to increase the amount of the bet. He ignites an all-out regional war, forces Iran to be drawn into it directly, hopes to force the US to be drawn into it as well, and has no ability to shape the results of this war.
4. The American administration is at a point of historical weakness, the result of an accumulation of 'processes' and unfortunate circumstances.
5. Europe is focused on the war in Ukraine, the Russian threat and the threat of the Trump administration 2.0.
6. Russia and China recognize an opportunity to continue to erode the world order and American hegemony, both through the war in Ukraine, and through the Israeli-Palestinian conflict, and a regional war in the Middle East at the worst possible time for the United States.
7. Iran is in a very good position. It has become a vital link in the Russian-Chinese-CPK axis, and it has proven that the "Ring of Fire" model through proxies works perfectly, and Israel has no answer to it. The countermeasures in Tehran do indeed embarrass it severely, but it will respond to it, and it is not a game changer at the strategic level.
8. The American attempt to form an anti-Iranian coalition, which on the eve of 7/10 seemed to be ripening (the American-Saudi defense agreement, normalization with Israel, "NATO Middle East"); was actually thwarted by Sinawar's decisive strategic move, In my opinion, in significant Iranian involvement, in the 7/10 attack, in the entry of Hezbollah and the Houthis into the campaign, and in the conduct of a successful war of attrition against Israel.
9. It is true that this coalition worked well on "the night of the missiles" and proved its potential, and it is hoped that in the coming days and weeks it will also help Israel deal with the expected Iranian reaction, which will probably be multi-arena. But Netanyahu's refusal to accept the Biden outline already many months ago thwarted the big move, prevented Israel from a historic strategic achievement, and dug us a huge hole that will be very difficult to get out of.
10. This morning we are on the verge of a severe and uncontrollable deterioration, under extremely difficult opening conditions, when the government is run by a clearly incompetent person, who knowingly endangers national security, destroys the present and destroys the future of all of us, solely for the sake of his survival in power and evading the law Justice for his multiple crimes and misdeeds, before and after 7/10.The government consists of a collection of impersonalists, with a diverse composition of messiahs, dodgers, corrupters, cowards and opportunists. The decision-making mechanisms are paralyzed and dysfunctional. The gatekeepers are deterred and weakened.
11. The top of the IDF and the security system are at a loss. They understand the situation and the seriousness of the situation very well, but are afraid to take a position in public, and Netanyahu recognizes their weakness and exploits it.
12. Let's say this in the sharpest way - in a regional war in the current context and timing, Israel will not win. under no circumstances. Israel is much more vulnerable than any of its enemies, and certainly from the "strangle ring" coalition as a collective.The absorption capacity of the Houthis, of Hezbollah and Lebanon, and certainly of Iran, is much greater than that of Israel. A country small in its territory and population, modern, Western, immersed up to its neck in a 300-day war in which it is not winning, should not initiate a more extensive war with stronger enemies than Hamas. A country that all its friends demand from it to stop the war and go to an agreement for the release of hostages and a cease-fire, should not reject these proposals with contempt, and expect overwhelming support in the form of arms shipments, a veto in the UN, and the stopping of the war under conditions favorable to Israel. This will not happen.A country whose economy is already in the worst crisis since 1973, should not raise the stakes and burden the economy with another unbearably heavy burden. A country whose reserve forces are worn out, and whose regular army is damaged, should not send them into a more difficult war without being able to end it on good terms.And of course, a country where only a very specific part of its population bears the burden, and this part is mostly not represented in the government; A government that increases the burden on that part, and continues to allow the evasion and inaction of the parts it represents; A government that has no public legitimacy, that 70% and more demand its resignation in disgrace, that has demonstrated incompetence and abuse of office since its inception, such a government cannot expand the war.
13. All the jingoists (war mongers) in the government, the media, the networks and the public are required to answer one question - what is the realistic end state of the regional war that you encourage? What does the agreement that will end the war with Lebanon look like? What does the agreement that will end the war with Iran look like? After all, you don't even have a convincing answer for the "day after" in Gaza, which is the simplest, smallest and weakest of all these arenas...The truth is that none of them has any answer or even the edge of an answer. Israel cannot "overcome" Iran alone. It outnumbers us by a lot. This is even greater than the US, not theoretically but practically, see the Iraq entry. Israel cannot even "overcome" Hezbollah, nor reliably "remove the threat" for many years. Worse, the US in its current weakness, and in the state of its relations With Russia and China, it will be very difficult for Israel to close this war. It will need not only Iranian consent - which of course will come with a heavy price tag - but also Russian and Chinese consent, and these two powers have no interest in shortening the campaign. on the contrary. They have an interest in prolonging it, exposing the short-handedness of the US, which "is not even capable of restraining Israel", benefiting (Iran and Russia, not China) from the rise in oil prices and its expected effect on the elections in the US, and in general tilting the balance even more The global power in their direction.This means that Israel could degenerate into very long months of war of an intensity it has never experienced, and I will spare more detailed descriptions here.
14. All studios, commentators and media were supposed to deal with all of this, and only this. But they are conducted - not all and not all the time, but most of them - in a kind of parallel universe. In this universe, Israel only has to decide, to be "offensive", and then in a very short time (weeks? months?) Hezbollah will kneel before us, Iran will kiss Netanyahu's ring, and the Hutim will ask to convert. Even experienced people, who were supposed to be sober, if not before then after the last 300 days, mutter "we have no choice, we must remove the threat, even if the price will be heavy". Well, the price will be prohibitive, and the threat will not be removed.
15. My friend Aron Miller, the former State Department official, who together and separately plowed the fields of peace processes in the Middle East for decades, wrote a sad, sober and difficult tweet yesterday -Whether we end up in a regional war, the future seems pretty clear: Seemingly never-ending, grinding wars of attrition between Israel and Iran and its proxies with few if any off-ramps and prospects for enduring de-escalation.This black future, what Naftali Bennett called "Middle Eastern Sparta", what Netanyahu called "life on the sword", what the Samotrichs and their rabbis call "our most beautiful days", what the evangelicals call "the war of Gog and Magog" after which all Jews will see the light And they will become Christians, this future is what Netanyahu and the members of the government of destruction are cooking for us.
16. So whoever believes that this is a "war without choice", whoever thinks that this whole analysis is wrong, is welcome to propose an alternative analysis and argue. Those who understand the seriousness of the situation, are required not to put up with it but to fight against its perpetrators. Netanyahu and the government do not have a mandate to expand the war. point. They have the right to think that this is the necessary move, and that they are the ones suitable to lead it. But they must go to the people and receive their faith in this way of theirs and in them as its leader. According to all the polls, the majority of the people are not with them, but demand the signing of a deal, the end of the war and going to the elections.
17. A competent government would take advantage of the setbacks to turn to the US, Egypt, Qatar and the entire international community and say - we are interested in signing the deal. Now. Help us bring Hamas to the table, help us restore Gaza and build an effective and pragmatic Palestinian government, help us To build a new regional order, based on the Biden plan, we are all in.18. PS - There is much more to be said about the internal arena, about the rampant messianic-political coup, about the wave of the descent from the land of our good sons, our daughters, their sons and daughters, about the nothingness of the "opposition", but Enough said and Enough sad.