There’s a potential that this fundamentally, if minorly, shifts the dynamics between the U.S. and Israel.Bibi has now put himself on the wrong side of something Trump clearly Rey badly wants. Conversely, Israel is now being hit with new tactics by Hezbollah - the widespread use of SUAS like we’ve seen in Ukraine - that won’t go away and that could potentially be sustained indefinitely. Geography is very much not on Israel’s side here; they lack depth.
So, Israel’s in a military bind (not a huge one per se, but it’s an increased trickle of quite visible casualties), and Bibi is in a major political one. Their response, continued ops bordering on occupation of southern Lebanon coupled with sporadic bombings in Beirut, appears to cross a red line Iran takes seriously.
Meanwhile, the U.S. badly needs a deal with Iran that reopens global trade routes impacted by the near closure of Hormuz. The U.S. needs it economically and Trump needs it politically.
This imperative runs afoul of America’s usually… let’s call it solicitous relationship with Israel. Trump has to really grip the leash on Israel if they’re to get Iran to accept peace terms. But that leaves Israel sort of at the mercy of continued drone strikes by Hezbollah, broadcast daily online. It makes Bibi look quite weak, all the moreso when Trump says he ‘does what he’s told’, to paraphrase.
Bibi faces a real predicament and I think we’ll see Israel aggressively try to leverage Congress against Trump on this. Israel is economically quite resilient to closure of the strait of Hormuz compared with many other nations. They can weather that. Politically, Netenyahu may not be able to weather Hezbollah continuing to kill and maim Israeli soldiers with impunity.
I don’t know how this plays out, because at the centre of it is Trump with all of his erratic self-interest. He’s gonna start throwing people under the bus soon for getting him mired in this…