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ISRAEL GAZA MEGATHREAD IV

This is a refreshed megathread for any posts on the conflict between (so far, and so far as I know) Hamas and the Israeli government, as well as related geopolitics. Culture War thread rules apply.

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Iran-backed militias keep striking US positions in Syria, Iraq, etc. By various counts up to 40-70+ times in the last 2-3 weeks. Another recently one I just saw - US denied the high casualties claimed by the possible assailants

In response, US has done a handful (3-5?) retaliatory strikes on those militias' positions. Apparently one of the strikes hit some IRGC commanders/troops. I also read that apparently Biden opted for lesser attacks, to prevent escalation.

Oh and US might unfreeze $10billion worth of funds to Iran? For some reason? Were the six billion dollars going to Iran through Qatar actually delivered, or held up?

On the Lebanese-Israel border, IDF continues to trade attacks with Hezbollah. Both sides have sustained casualties, though Hezbollah apparently has more (they publish photos of "martyrs" they died, on twitter at least).

However, it seems like the speeches by the Hezbollah leader has not been very inflammatory. Their once-expected entry into the war with Israel still hasn't come, despite these border skirmishes. Maybe the US presence in the area, with two carrier groups and other assets, is actually a real deterrent here? It definitely feels like Hezbollah has to say they are with Hamas against Israel/US, but won't actually put themselves on the line, perhaps rationally in this case. Would Hezbollah leadership be forced to do more or risk losing control of its troops? I read a theory that the Hamas operation on Oct. 7 was mostly lead by younger commanders, without the support of the higher up, older leadership. Could Hezbollah run into this situation as well?

What do you guys think the possibility of this Israel-Gaza situation exploding to include Hezbollah formally? What about US-Iran?

My take:

  • US-Iran will continue as currently, though honestly US forward positions in Eastern Syria and Iraq are not sustainable in my opinion. They should either be heavily reinforced, or withdrawn, as the bases there are mostly unable to adequately return fire or defend themselves IMO.

  • Hezbollah will probably keep doing what they are doing, unless something really breaks. Some Hamas leader just recently said that Hezbollah would enter the war with Israel if Hamas is completely destroyed, saying it's a "red line". Though I distinctly remember Hezbollah saying Israel invading Gaza was a red line as well that couldn't be crossed. But then again...

The US killed the single most important official to Iranian geopolitical strategy besides Khamenei (more important than him from a strategic perspective) and Iran attacked a US base after warning the US to move troops out of the way (essentially with American permission).

The irony is that the reason Iran is reluctant to get involved, and the reason they were reluctant to attempt a bigger retaliatory move after the Soleimani assassination, is because they're winning. Sure, they could tell their allies to press harder against US forces in Syria and Iraq, but nothing makes Americans angrier than American soldiers being killed. And the thing is that (and I'm interested in @Dean's view on this) a small number of US forces holed up in bases in Syria and Iraq doesn't threaten most Iranian interests in the region. They still increasingly control most of Iraq, Assad is relatively firmly in power in Syria. It's an insult to them, perhaps, they may consider it offensive, but the Americans aren't going to end shiite control of Iraq or overthrow Assad with their current presence.

The one thing Iran wants to avoid is a major escalation that might draw a large American force in on the side of Saudi Arabia against the Houthis, against Iraqi shiites, against Hezbollah and/or against Assad, which is the only thing that might threaten the shiite crescent plan and the extremely successful arming and training of Iraqi shiite militias and the Houthis.

The irony is that the reason Iran is reluctant to get involved, and the reason they were reluctant to attempt a bigger retaliatory move after the Soleimani assassination, is because they're winning. Sure, they could tell their allies to press harder against US forces in Syria and Iraq, but nothing makes Americans angrier than American soldiers being killed. And the thing is that (and I'm interested in @Dean's view on this) a small number of US forces holed up in bases in Syria and Iraq doesn't threaten most Iranian interests in the region. They still increasingly control most of Iraq, Assad is relatively firmly in power in Syria. It's an insult to them, perhaps, they may consider it offensive, but the Americans aren't going to end shiite control of Iraq or overthrow Assad with their current presence.

Well, since asked... I suppose my view on your assessment is that it depends on if one thinks Iran was actually uninvolved/unaware of the October attack.

If Iran was unaware/uninvolved, then it's not an illogical position. The conflict is an unexpected opportunity for Iran's foes to weaken themselves militarily/politically, disrupt the alignment against Iran by more regional actors, provide new opportunities, etc. etc.

But, as the laconics say, 'If.'

My personal view is that what we're seeing is a failed effort to start a broader conflagration, since being walked back and limited for damage control. An analogy might be the Russian-sponsored NovaRussia uprising in eastern Ukraine that consolidated around the 'separatist republics'- a 'success' on one hand in achieve an operational victory, but a failure for an intention for a much broader result that didn't materialize, leaving the instigating party a 'good hand' for a context they didn't actually want to be in, because they were aiming for something substantially different.

Very non-laconic thoughts below.

From my viewpoint watching various regional actors, the initial post-attack propaganda narratives, and so on, Hamas's goal wasn't isolated to a Gaza-specific event to be resolved with a hostage standoff, but to try to be the instigating event of a wider intifada with broad regional support from Iran's proxy groups. Key goals likely included a broader consolidation of Gaza support into breaking the barrier, instigating a West Bank uprising that would paralyze the 80% of the IDF there, and major external support from Iranian proxies- especially in Lebanon and Syria- to conduct major rocket attacks and limited ground incursions to surround and further paralyze the IDF. This would have only been possible in coordination with Iran, and in turn Iran would have attempted to use the regional chaos to try and expel the remaining U.S. presence from south-eastern Syria and from Iraq, removing US influence from a region where the US presence prevents consolidation of Iranian influence (via US-aligned partners in Syria, and the political impacts of both US presence and critical US funding in the Iraqi government which can and has been used to play off the Iranian-aligned actors). In an 'Iran was involved' perspective, Iran would be relying on its proxies rather than direct involvement, adhering to the principle of plausible deniability.

The 'issue' is that the Hamas attack did not instigate a wider intifada, and the Iranians were confronted that their denials wouldn't be considered plausible by actors who mattered most if the rest of their influence network actually joined in force. Hence the anti-climatic climbdown by Hezbollah from was being built up as a natural call to arms, the token-level support by groups like the Houthis in Yemen that even the Saudis have shot down without meaningful propaganda criticism, and how the Hamas strategy has resorted to increasingly blatant appeals for truce by steadily increasing the number of hostages it would turn over for relief.

The Hamas failure to spark a wider intifada, which has been a real concern in regional security circles over the last few years, can probably be attributed to a few various factors. A lack of coordination outside of the Iranian network meaning other Palestinian groups weren't ready to join in immediately, the shock value of their atrocity-propaganda having a detering rather than galvanizing effect as actual local groups distanced themselves due to the immeninet Israeli retaliation rather than join in, the effectiveness of the Palestinian National Authority in the West Bank to prevent anyone from mobilizing a force that would make them seem like participants., what have you. In fact, even the Gaza public support has seemed to be... well, acceptance is not the same as endorsement, but the Hamas ability to defend in Gaza has been surprisingly underwhelming, which would be characteristic of a force that thought it would be receiving a lot more support than it actually is. Gaza is not Kyiv in 2022, where the citizenry was mixing molotovs in the streets to fight the invaders. An urban area held by truly hostile local populace is a notoriously rough fight, and one that hasn't manifested in the fighting so far, but was probably expected given the parallels to the Israeli incursion into Lebananon against Hezbollah awhile ago, where Israeli ran into exceptional difficulty on the ground.

Which leads to what I think is the most relevant point- and the one that matters from the Iranian perspective- which was a misjudgement of regional views and perceptions. Plenty of people around and abroad were happy to cheer for Hamas, but no one wanted to join in fighting alongside Hamas- and as it became very quickly clear that the other people weren't joining in, the Iranian-aligned networks could either join in in the Israeli background, or back out.

By and large, they've backed out, even at the cost of regional prestige/leader-of-the-resistance standing. No one has taken more than a token involvement in the Israeli front. The more relevant activity increase has been entirely geographically/politically separate, which is the anti-US attacks in the Syria-Iraq zone. This is relevant for the Iranians- the US presence in Iraq particularly significantly limits Iran's ability to consolidate it's advantages by giving a counter-balance option to local politicians- and it serves a number of purposes in the strategic competition, but the most relevant is trying to re-establish leverage (you need to negotiate, lest we escalate- which is to say, the same position before October) rather than actively trying to overwhelm, which- to me- seemed to be the goal of the opening October efforts.

This is all based on a paradigm and a viewpoint I fully acknowledge others might not share, and that's fine. But from that paradigm comes a significant distinction as to why Iran is doing what it is doing at the level it is- whether this is a situation Iran found itself in that it doesn't need to do anything because escalation could tip the apple cart that it already enjoys, or whether this is a situation Iran found itself in because it tried to turn over the apple cart, but failed, and is now trying to present that it wasn't trying to do that (but could still yet do so if pressed, so better not press it).

To turn back to the start, to the question of if Iran is 'winning' and the analogy of the NovaRussia uprising- this is where I'd make a point that operational successes are not the same as strategic wins, and that sometimes the consequences of a partial success have different, less foreseen, implications. The Ukrainian NovaRussia uprising was a 'win' for Russia in that it successfully inserted itself into Ukrainian politics in a way that froze western integration and allowed Russia to play a key diplomatic role even as it was a de facto belligerant. But the NovaRussia efforts are also what functionally froze the NordStream pipeline project to Germany, cutting off a major economic-influence vector before it could be manifested, and thus greatly reducing influence that would have mattered much more down the line, when the early Russian strategy in Ukraine centered around pressing Germany to accept it and thus undercut a European pillar of support. Had NordStream been activated years earlier, it may well have worked, even as the years of warfare over NovaRussia empowered the Ukrainian army and national identity to resist the Russian invasion.

Iran is probably not going to have as much of a blowback, but then again no one would have predicted the Ukraine War's consequences for the Russians in the first few months of NovaRussia either. What does seem clear to me is that while Iran has likely achieved a short/medium-term disruption of Israeli-Saudi normalization due to the sacrifice of Hamas/Gaza, they do have some key elements of power being undercut as well. For one, the paradigm I reflect- the one where Iran has been deterred from maximal proxy usage- is a fundamental failure of one of the key points of proxy warfare, the 'plausible deniability.' If you wouldn't use a plausible-deniable proxy for fear of retaliation, it's no longer plausibly-deniable, and you're just returning to conventional deterrence. For another, Hamas and the Gaza Strip were most relevant to the Iranian posture as a force-in-being- the idea that Israel was surrounded on three fronts by forces that could at any time launch an uprising, and as a consequence Israel was in a weak position and needed to make concessions that Iran could take credit for leading. Except the West Bank didn't rise up, which changes expectations of what it might do going forward, and whatever happens to Gaza after this war, it's probably not going to be a serious contender for a mass popular uprising either. When the Israeli-Palestinian conflict returned, the anti-Israeli palestinians had to shoot the Palestinians to keep them from running away from the Israelis. Bar Hamas somehow remaining in power- and it seems very unlikely that will be the result of the Gaza war- whoever remains left is much, much less likely to be willing to be a quasi-Iranian proxy after seeing what the Iranian axis did for Hamas.

Is it a 'good' position to be in? Kind of. Is it a 'better' position than they had before the Hamas attack? Questionable.

But all this derives from some first-order assumptions of the nature of the conflict, which I suspect you and I diverge on.

Hope that answers the question.

But all this derives from some first-order assumptions of the nature of the conflict, which I suspect you and I diverge on.

Wat are your assumptions?

That Iran was aware of the Hamas intent to launch the general premise of the 7 Oct attack and provided technical and additional forms of help to assist with the planning.

What do you guys think the possibility of this Israel-Gaza situation exploding to include Hezbollah formally? What about US-Iran?

If it was going to, it already would have exploded. As it is, if they join now, it will be anti-climatic.

Some of the allegations from the regional shuttle diplomacy that went around the region in October is that they were basically deterred by direct threats to Hezbollah and Iran that if they joined in the war, they would be considered direct belligerants and to have been in on in the initial 7 Oct attacked as a direct act of war by the Iranian government, whose relations with Hezbollah are much stronger than Hamas. Further, other actors indicated that if Hezbollah got involved it would be a non-trivial risk of civil war in Lebanon, such as with the French making a considerable arms 'gift' to the governmental forces that would likely operate against Hezbollah in such a scenario.

As is, while some Iranian proxy groups are trying limited support- the Houthis have tried to lob some things from all the way down in Yemen- it's pretty marginal, and not a particularly regionally-supported affair. (The Saudis reportedly have shot down some Houthi stuff.) Hezbollah could try and get involved for its own reasons, but it'd be largely anti-climatic, and after the very visibile period of letting Hamas fight on its own, and at this point I don't think anyone really believes Hezbollah cares that much about Hamas per see.

As for US-Iran, Iran has long been trying to leverage it's various proxy political and military forces in Iraq and Syria to drive the US out. They appear to have decided now's the time to escalate, hence the counter-strikes.

If it was going to, it already would have exploded. As it is, if they join now, it will be anti-climatic.

I would be inclined to agree. However, the situation along the Israel-Lebanese border is now such that it would have certainly resulted in a full-fledged war by Israel against Hezbollah, at least at the scale of the 2006 war, if Israel weren't preoccupied with Gaza. Hezbollah doesn't want a full war, but they're relying on the fact that Israel wants a full war even less in order to get away with more attacks than they could in other circumstances. Israel won't tolerate this state indefinitely, and it could still escalate to a full-scale war if either side miscalculates.

I agree to a good degree, and even would argue Hezbollah is trying to calibrate the pressure precisely to distract Israel from focusing on Hamas, but states can very much downplay some casus belli factors when they don't want to engage a particular front.

Further, other actors indicated that if Hezbollah got involved it would be a non-trivial risk of civil war in Lebanon, such as with the French making a considerable arms 'gift' to the governmental forces that would likely operate against Hezbollah in such a scenario.

It seems like there’s a non-trivial risk that a second Lebanese civil war with Hezbollah fighting Israel directly ends with the Shiites getting ethnically cleansed from Lebanon.