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After Israel's response to Iran, what's next?
Ian Bremmer's Quick Take: A Quick Take to kick off your week. No, not US elections, that'll be next week. This week. Want to talk about the Middle East and the fact that the Israelis almost a month after Iran launched 180 ballistic missiles at Israel, though most of them didn't get through and no Israeli deaths on the ground, nonetheless, the Israelis expected to respond. And respond they finally have.
Military targets that they focused on. They did some damage, caused more damage to Iran than the Iranians did to Israel during their attack. That's clearly a message that the Israelis intended to send in terms of their ability to have dominance over both escalation and deterrence between the two. Iranian Supreme Leader Khamenei, on the back of that, said not to exaggerate or downplay the strikes, that the Iranians will respond, but also the Iranians said that they fully intercepted the Israeli attack. In other words, nothing big to see here. Crude oil down about 6% today. In other words, this is the end of this escalation cycle between Iran and Israel.
Now, I have been critical of the Biden administration's inability to have much of any impact on Israeli decision-making over the course of this war. This time is a little different, they did have some impact here. And in the early days after the Israelis were hit by Iran, and keep in mind the Iranians got that information that the strike was coming to the United States, the US, of course, immediately shared it with Israel and did everything they could to coordinate with allies in the region to defend Israel effectively, which helped to ensure that the Israelis didn't take casualties, significant casualties.
But also the Biden administration saying they really didn't want Israel to engage in strikes against nuclear targets in Iran, against oil targets in Iran. And they did a couple of things for Israel. First, they sent an additional THAAD missile defense system, which they got to Israel and set up within two weeks on the ground, which is incredible fast-tracking to help further defend Israel.
Secondly, they actually took sanctions, put sanctions on additional tankers that were shutting down their transponders and shipping oil illegally for Iranian export. Not everything. The Iranians have over a million barrels a day that they get out, but probably took about 200,000 barrels a day off the market. In other words, that's money that the Iranians no longer have access to that they were able to use for whatever they wanted, including paying for Iranian proxies that target Israel.
In response for that and American diplomacy, the Israelis ended up, I would argue, with a slightly more restrained strike against Iran. They did engage in hits against Iranian missile production facilities, as well as defense against their ... that helps to defend their nuclear, their research program and weapons program, such as it is, which means that Israel has made it very clear to Iran that if they want to do this again, that Iran is not going to be able to defend itself effectively. So the message has been very, very clearly sent.
Of course, it was also helpful for Israel that they were able to kill Sinwar, the Palestinian Hamas leader, in Rafah, in Gaza, over the past couple of weeks. I mean, the Israeli war cabinet is flying high from a military perspective right now. They didn't need to show great capacity against Iran, nor have they, given their recent successes against Hezbollah.
I think it's interesting how Iran is responding to all of this, that we're seeing Iranian leaders, not just on the president and foreign affairs side, who are more reformist in orientation, but also recently Ali Velayati, who's an advisor to the Supreme Leader, saying that the Iranians are very interested in engaging more with the West, specifically with Europe. In other words, with the Iranians seeing that they are clearly on the back foot vis-a-vis Israel, is there any way that they can more effectively engage with the West, normalized relations, maybe end up with more money for their economy that way?
Certainly, I expect that they are also thinking heavily about what else they can do in their nuclear program, either illicitly or maybe with Russian support. But for now, it looks like Israel's policies vis-a-vis Iran have played out successfully, in part because they are the strongest military game without question in town.
That's where we are right now. Those are the latest headlines, and for the next week we're going to be talking a lot about US elections. I'll talk to you all real soon.
Blinken urges Netanyahu to ‘capitalize’ on Hamas leader’s death
The FBI on Tuesday announced it’s investigating a leak of US intelligence documents that offer details on Israel’s potential plans for retaliation against Iran over its missile attack earlier this month. The highly classified documents were shared on an Iran-linked Telegram account.
The leak puts the US in an awkward position as the intelligence pertains to spying on an ally. It’s not uncommon for governments to gather intel on allies, but such activities can still be embarrassing when revealed.
As the Biden administration scrambles to discover how the documents were leaked, it’s also pushing for a cease-fire in the Middle East amid Israel’s ongoing conflicts with Hezbollah and Hamas. Israel is reportedly considering an Egyptian plan for a two-week cease-fire with Hamas, which would see half a dozen hostages exchanged in the process. It’s possible a smaller agreement like this could gain momentum after months of failed international efforts to secure a lasting peace.
US Secretary of State Antony Blinken met with Israeli Prime Minister Benjamin Netanyahu in Israel on Tuesday and urged him to capitalize on the recent death of Hamas leader Yahya Sinwar “by securing the release of all hostages and ending the conflict in Gaza in a way that provides lasting security for Israelis and Palestinians alike.”
We’ll be watching to see if the US reveals more about the source of the leak and whether Israel shows any signs of accepting a cease-fire proposal.
What Sinwar's death means for the war in Gaza
Ian Bremmer shares his insights on global politics this week on World In :60.
BRICS Summit: A "new world order" or already a relic of the past?
Neither. It's in Kazan in Russia. So, I mean, the big issue is that the fact that Putin is hosting it hasn't stopped people from showing up, and that says a lot about the state of the non-West. If you're not in the G7, you're still finding ways to work with the Russians, and that's not going to change anytime soon. But it is not an alternative to the G7. It's a large grouping, and they have different political, different economic systems. They want to work with everybody. So we're not heading towards a new Cold War, at least not in terms of the big global architecture.
Is Sinwar's death the beginning of the end of the war in Gaza?
I think it is in terms of Israel's military fighting, because they've killed the leadership, they've blown up the tunnels, they've found the arms caches. I mean, there's not much else for them to do. But I mean, the war from the Palestinian perspective is just beginning. They are utterly devastated. They have no ability to have a future for themselves or their kids, and they are going to be fighting for generations. So right now, it doesn't matter much to Israel because they're massively asymmetrically powerful from a military perspective, but long-term this is not something that we're going to be able to forget about.
Yankees versus Shohei Ohtani, I mean Dodgers. Who's winning?
Well, I mean, that is funny of course, because here in Japan everyone has Ohtani fever. You cannot avoid it everywhere you walk. It is pretty exciting. They are the two teams that I wanted to see in the World Series, and I think it's going to be a fascinating week and a half or whatever it is. And I wish... I mean, I tend to root for the Red Sox, which means not rooting for the Yankees. That means I kind of want the Dodgers to win. But at the end of the day, I love sports because a minute after the game is over, I am no longer super excited. And I wish that could be the way that politics work.
Anyway, be good and I'll talk to you all real soon.
US pushes for Middle East cease-fire ahead of Election Day
With exactly two weeks before Election Day in the US, the Biden administration is pushing for cease-fires in Israel’s wars with Hezbollah in Lebanon and Hamas in Gaza.
US envoy Amos Hochstein visited Beirut on Monday as part of this effort. Hochstein said that both sides “simply committing” to UN resolution 1701, a peace agreement that followed the 2006 Israel-Hezbollah war, “is not enough” and called for a formula “that brings an end to this conflict once and for all.”
Meanwhile, Secretary of State Antony Blinken is en route to Israel, where he is expected to meet with Israeli Prime Minister Benjamin Netanyahu and President Isaac Herzog on Tuesday as part of a renewed push for a Gaza cease-fire.
While achieving a cease-fire on either front could potentially boost Kamala Harris’s campaign, the likelihood of this happening before Nov. 5 appears slim. The US and other international negotiators have pushed for a cease-fire for months, without luck.
Israeli airstrikes continued to pound Lebanon and Gaza over the weekend, and the region is still bracing for Israel’s response to Iran’s Oct. 1 missile attack.
We’ll be watching to see if the US can make any progress, but recent history suggests it will be an uphill battle.
Bloc by Bloc: The Arab-American vote in the shadow of Oct. 7
This GZERO 2024 election series looks at America’s changing voting patterns, bloc by bloc.
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In 2019, Mohamed S, an Egyptian-born investment consultant who had lived in New York for more than 20 years, finally decided to apply for US citizenship, for one reason:
“I wanted to vote against Donald Trump.”
But the pandemic delayed his naturalization until after the election. Next month will be the 47-year-old’s first chance to vote in a US presidential race. But this time, Mohamed says, he’s not going to cast a ballot at all.
Mohamed, who asked that we not use his last name over concerns his views might affect his business, said that while he still opposes Trump, the Biden administration’s Gaza policy has made it impossible for him to support a Democrat this fall.
“Why would I vote for a person who has provided weapons and funding that have been used to kill children who look exactly like my son, speak the same language as my son?” Mohamed asks. “That’s an outrageous thing to expect me to do.”
Mohamed’s views echo wider shifts in the Arab American community in the year since Hamas’ murderous rampage through southern Israel on Oct. 7, 2023, provoked an Israeli response that has killed at least 40,000 people in Gaza and displaced nearly 2 million, according to local authorities. Israel has faced charges of genocide in international courts.
A small community with big electoral power
About 4 million people in the United States identify as Arab Americans. They are a community of diverse faiths, national origins, and viewpoints. Roughly two-thirds are Christian, and one-third are Muslim. They have a large presence in key swing states like Michigan, comprising about 5% of the electorate there, and Pennsylvania, where they make up about 2%.
The war in Gaza looms large for them. More than 80% in a recent poll by the Arab American Institute, an advocacy group, said it’s their top election issue.
That marks the first time that any conflict in the Middle East has topped the list of concerns among Arab Americans, says AAI chairman James Zogby.
“It’s a genocide. And the administration’s response has been abysmal,” says Zogby, “not just in its full-throated support for Israel, but in its failure to put any restraint on Israel.”
Democrats are now paying the price
For decades, Arab Americans were a reliably blue voting bloc. Only about a third of the community ever voted Republican. In 2020, Biden got 59% of the Arab American vote against Trump’s 30%.
But the AAI poll, taken in early October, showed Trump edging out Harris 42% to 41% among Arab American voters — a 12-point swing in Trump’s favor. Expected turnout, meanwhile, has fallen from a historical average of 80% to around 60%.
Given that Biden won Michigan by less than three points in 2020, and Pennsylvania by just over one point, Arab American voters’ choices – not only about whom to vote for but whether to vote at all — could shape the outcome in November. At the moment, Harris leads Trump by roughly one point in both states.
Feeling ignored at a fraught moment
Zogby says weak outreach from the Democrat camp has hurt Harris. The Democrats’ rejection of calls for a Palestinian speaker at the Democratic National Convention stung, and the failure to hold high-level meetings with Arab American leaders — as opposed to lumping them in as part of a broader outreach to Muslim Americans — has made the community feel marginalized at a painful time.
“I’d love for her to call for a cease-fire, of course, but if she just got up and gave a speech in Michigan and said, ‘I want your support, I know we have differences, but I know we can talk them through, it would make a difference,” says Zogby.
Some Arab American voters are going further than simply staying home on Election Day.
“Six months ago, I was a Democrat,” says Bishara Bahbah, a Jerusalem-born, Harvard-trained academic and journalist. Now he is the founder of Arab Americans for Trump.
“I came to the conclusion that not only do I not want to vote for Biden or Harris, I want to actually punish them,” says Bahbah, a Palestinian Christian who grew up in East Jerusalem and now lives in Arizona.
Financed by Bahbah himself, Arab Americans for Trump has been coordinating events with Massad Boulos, the Lebanese-born businessman and father-in-law to Trump’s daughter Tiffany, as well as former Ambassador Richard Grenell, who was Trump’s acting director of national intelligence. Bahbah has met with Trump directly at least once, he says.
The Trump campaign has sought to expand its small base of Arab American support with pledges to cut taxes, crack down on undocumented immigration, and defend traditional views on gender, which plays well in many socially conservative Arab households.
A recent endorsement by Amer Ghalib, the Yemen-born mayor of Hamtramck, a Detroit suburb and the only US city with an all-Muslim local government, has helped the Trump effort.
Bahbah dismisses concerns about Trump’s history of strongly pro-Israel policies and his recent pledge to bring the US “closer [to Israel] than it’s ever been.”
“The difference is the Democratic camp has blood on their hands,” says Bahbah, who says he lost three relatives in an Israeli airstrike on an ancient church in Gaza last October. “President Trump does not.”
Bahbah is confident that Trump, without reelection to worry about, would make a push for a two-state solution after all.
“I think he is interested in leaving a legacy of a peacemaker.”
Not everyone who has soured on the Democrats shares that optimism about Trump.
“I’m not naive enough to believe that Trump would be better,” says Mohamed, the New York-based consultant. “I just don’t see a scenario in which Kamala Harris wins and things change in Gaza.”
But Zogby still sees more opportunity with a Democrat in the White House than not.
“There’s a coalition that exists in the Senate around Palestinian rights,” he says. “I would rather be fighting alongside them with a Democratic president than with a Republican president or a Republican Congress that wouldn’t give a shit at all.”
“People tell me it can’t be worse,” he says, “but it can always be worse.”
US and Canada list Samidoun as a terrorist group
The United States and Canada both moved Tuesday to designate Samidoun as a terrorist entity, following Germany, which banned the group last year, and the Netherlands, which banned it last week. Samidoun, which is also known as the Palestinian Prisoner Solidarity Network, is headquartered in Vancouver and is accused of having links to and advancing the agenda of the Popular Front for the Liberation of Palestine, which is already listed as a terrorist group.
The listing means that governments in both countries can freeze assets belonging to the group and prevent them from banking, for instance.
Calls for Samidoun to be listed increased after a rally in Vancouver on Oct. 7, the anniversary of the terrorist attack on Israel, where a masked woman led a crowd in chants of “death to Canada, death to the United States, and death to Israel,” and Canadian flags were burned.
Prosecutors are weighing whether to file hate speech charges against one of the group’s leaders over an earlier rally.
In Canada and the United States, rallies against the war in Gaza have inflamed tensions, and antisemitic incidents have increased dramatically.
On Tuesday, Israel released a report warning that antisemitism in Canada is on the rise and that Jewish places of worship, community centers, and day schools have been targeted. On Saturday morning, a Toronto Jewish girls’ day school was shot at for the second time. Nobody was hurt, and students have returned to class, but the community is fearful.
Israel’s "generals’ plan" for northern Gaza could worsen already dire humanitarian situation
Israeli Prime Minister Benjamin Netanyahu is considering a plan to empty northern Gaza of civilians, seal the area off as a military zone, cut off aid, and starve out the remaining Hamas militants. The proposal, put forward by retired generals, is being called the “generals’ plan.”
As Netanyahu mulls over the plan, many Palestinians in northern Gaza are refusing to listen to recent Israeli evacuation orders — fearing that they won’t be able to return. There are also those, such as the sick and disabled, who can’t easily leave their homes. If the generals’ plan is implemented, anyone remaining in the area sealed off by the IDF would be considered a combatant and could be killed.
Laying the groundwork. Based on its recent actions in northern Gaza, the Israeli military already appears to be beginning “an effort to implement the so-called generals' plan,” says Sofia Meranto, a Middle East analyst for Eurasia Group.
Israel launched a new offensive in northern Gaza earlier this month, making it even more difficult to get aid in, and the UN’s human rights office warns that the IDF “appears to be cutting off North Gaza completely.” Top rights groups like Amnesty International are calling on the Jewish state to rescind recent evacuation orders, referring to them as “Israel’s euphemism for forced displacement.”
“A new displacement from northern Gaza or any siege there would only worsen the already devastating humanitarian situation,” says Meranto. “If Israel follows through on the plan in the north, there’s a risk the military would seek to incrementally employ a similar approach across other parts of the Gaza Strip.”
Meanwhile, the Biden administration on Tuesday told Israel that it has 30 days to improve the humanitarian situation in Gaza or the US could place restrictions on military aid. Such warnings from Washington could lead Israel to rethink the generals’ plan, says Meranto.
Bibi and Biden speak after Israeli defense chief postpones US visit
Israeli Defense Minister Yoav Gallantcanceled a much-anticipated trip to Washington on Wednesday, reportedly at the behest of Prime Minister Benjamin Netanyahu, who then held a call with US President Joe Biden himself instead. The visit had been expected to be an important opportunity to discuss Israel’s planned retaliation against Iran for its Oct. 1 rocket barrage, as well as the expanding campaign in Lebanon.
Netanyahu reportedly didn’t want Gallant to preempt his message before the Israeli cabinet votes on a response plan. Biden emphasized on his phone call with Netanyahu — the first time they had spoken in almost two months — that any response must be proportional. Speaking to reporters in Israel, Gallant said its strike on Iran “will be powerful, precise, and above all – surprising. They will not understand what happened and how it happened.”
Meanwhile, in the ruins of Gaza, Hamas’ new leader Yahya Sinwar reportedly issued a directive to revive the practice of suicide bombings shortly after taking over total control this summer. One attempt on Tel Aviv was botched in August when the explosives went off early, killing only the attempted bomber.
Suicide tactics were commonplace for Hamas 20 years ago during the Second Intifade, but the group renounced them to gain more political legitimacy. But with Hamas’ conventional military in shambles, these desperate acts of violence may be the last tool Sinwar has at hand.