Iran sharply increased its stockpile of nearly weapons-grade uranium amid its confrontation with Israel, according to the United Nations atomic-energy agency, in a challenge for the incoming Trump administration.

Iran’s decision to expand its stockpile of nuclear fuel and its failure to fully cooperate with the International Atomic Energy Agency, the IAEA, which monitors Tehran’s work, is set to trigger fresh diplomatic pressure from Europe.

Concerns are growing in Western capitals that Iran could decide to develop a nuclear weapon, after comments by senior Iranian officials that Tehran has mastered most of the techniques for doing so. Israel’s hollowing-out of Hezbollah, Iran’s most powerful proxy in the Middle East, has also prompted a public debate in Iran about whether the country’s best form of deterrence lies in having an atomic bomb.

Iran has always claimed that its nuclear work is solely for peaceful civilian purposes.

Both the incoming Trump administration and Tehran have sent mixed messages about whether they will seek confrontation or some kind of diplomatic engagement after President-elect Donald Trump takes office on Jan. 20.

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The accurate take: Iran has significantly expanded its nuclear weapons program since Biden took office. It is now feigning restraint in anticipation of Trump’s return and Israel’s military achievements, which exposed Khamenei’s vulnerabilities. https://t.co/19MFSUDgm0

— Mark Dubowitz (@mdubowitz) November 19, 2024

Amid U.S. warnings against a counterattack on Israel, Iran is sending a defiant diplomatic message: It is planning a complex response involving even more powerful warheads and other weapons, said Iranian and Arab officials briefed on the plans.

It remains to be seen whether the Iranian threats are real or just tough talk. Israel’s punishing airstrike against Iran on Oct. 26 shredded the country’s strategic air defenses, leaving it badly exposed and sharply raising the risks to Iran if it follows through. 

How the Israeli response plays out will depend on the size, nature and effectiveness of Tehran’s threatened strike. So far, Israel has refrained from hitting Iran’s oil and nuclear facilities, essential to its economy and its security, but that calculus could change, Israeli officials have said.

Iran has told Arab diplomats that its conventional army would be involved because it had lost four soldiers and a civilian in Israel’s attack, the Iranian and Arab officials said. Involving its regular army doesn’t mean its troops would be deployed but that the paramilitary Islamic Revolutionary Guard Corps that normally deals with Israeli security matters wouldn’t act alone in this case.

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WSJ reports #Iran's regime has been sending messages to Arab countries that it is planning a complex response to #Israel involving more powerful warheads & weapons and its regular army. Worth noting Artesh officers have deployed to #Syria in the past.https://t.co/KdVnXRlgIB

— Jason Brodsky (@JasonMBrodsky) November 3, 2024

The Economist has spoken to a range of people with first-hand knowledge of Iran’s oil system. To check and verify what they told us, and flesh out the detail, we then sought information from other sources, including former sanctions officials, Iranian insiders, intelligence professionals and WikiIran, a third-party website soliciting leaks. Our investigation shows that the country has built sprawling shadow financial channels, which run from its oil rigs to the virtual vaults of its central bank. China, Iran’s main buyer, is an architect of this system, and its chief beneficiary. Global banks and financial hubs, often unknowingly, are used as vital cogs. A source familiar with Iran’s books says that, as of July, it had $53bn, €17bn ($19bn) and smaller pots of other currencies lying abroad.

Although enforcement has weakened in recent years, Iran is subject to the broadest sanctions America has imposed on any country. Aimed at forcing Iran to curb its nuclear enrichment and funding of terrorism, they target swathes of its economy, as well as the government. No other country imposes such stringent sanctions, so, in theory, most can deal with Iran. In practice, few do so openly, as America bans its firms not just from trading with Iran, but also with foreigners that knowingly do so. It is especially tough for Iran to receive and move dollars, as every such transaction, almost anywhere in the world, must eventually be cleared by an American bank.

But our report shows that, with patchy enforcement, determination and help from a greedy partner, a country under a de facto global embargo can end up flouting it on a cosmic scale. Many of Iran’s tactics are reminiscent of those a drug cartel would use to market products and recycle proceeds into other dark enterprises, often via seemingly legitimate businesses. Iran’s subterranean oil system is governed by rules as much as by threats. The task is to construct an elaborate charade that will dupe sanctions-enforcers.

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Iran's money laundering network (simplified by the Economist) https://t.co/oIUs0Pjo3A pic.twitter.com/qI1FZb8okf

— Dr. Paul J. Sullivan (@DrPJSullivan) October 17, 2024

Years before the Oct. 7, 2023, attack, Hamas’s leaders plotted a far deadlier wave of terrorist assaults against Israel — potentially including a Sept. 11-style toppling of a Tel Aviv skyscraper — while they pressed Iran to assist in helpingachieve their vision of annihilating the Jewish state, according to documents seized by Israeli forces in Gaza.

Electronic records and papers that Israeli officials say were recovered from Hamas command centers show advanced planning for attacks using trains, boats and even horse-drawn chariots — though several plans were ill-formed and highly impractical, terrorism experts said. The plans anticipate drawing in allied militant groups for a combined assault against Israel from the north, south and east.

The trove of documents includes an annotated, illustrated presentation detailing possible options for an assault as well as letters from Hamas to Iran’s top leaders in 2021 requesting hundreds of millions of dollars in funding and training for 12,000 additional Hamas fighters.It is unclear whether Iran knew of the planning document or responded to the letters, but Israeli officials view the requests as part of a larger effort by Hamas to draw its Iranian allies into the kind of direct confrontation with Israel that Tehran has traditionally sought to avoid.

The 59 pages of letters and planning documents in Arabic obtained by The Washington Post represent a fraction of the thousands of records that Israel Defense Forces say they have seizedsince Israel’s ground invasion of Gaza began Oct. 27

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"Captured documents reveal Hamas’s broader ambition to wreak havoc on Israel" @washingtonpost Hamas wanted to do a lot more on October 7th. They were stopped by Israeli army, police, security and intelligence, and everyday civilians protecting their families, their nation.

-… pic.twitter.com/JZNgoWZMAn

— John Spencer (@SpencerGuard) October 13, 2024

One year after the brutal Hamas attack that ended Israel’s two-decade golden age of relative peace, expanding wealth and growing diplomatic ties, the country is now firmly on the counterattack and preparing to be at war for years.

Weathering a ferocious Iranian missile assault in recent days and shaking off calls from allies for a cease-fire in Gaza, Israel is instead opening new theaters of fighting.

It launched a stunning series of attacks against the Lebanese militia Hezbollah in Lebanon in recent weeks, while simultaneously targeting Houthi rebels in Yemen, rooting out militancy in the occupied West Bank and mapping out its next steps against Iran, the architect of a so-called axis of resistance that includes U.S.-designated terrorist groups bent on destroying Israel.

The campaign marks an aggressive shift in Israel’s security posture. 

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God of all comfort and hope, who in Your Son, our Lord Jesus Christ, proclaimed good news to the poor, bound up the broken-hearted, and set the captives free: We remember before You this day all who are affected by the violence of October 7, and we ask You to heal the wounded, comfort those who mourn, and bring justice and peace to the land of Israel. Look with mercy upon the peoples of the Middle East, that, in Your great compassion, the light of Christ may shine in the darkness and bring hope to every nation. As Simeon rejoiced to see Your salvation, a light for revelation to the Gentiles and the glory of Your people Israel, so we pray that Jesus, the Messiah, would be known as the true hope for all the earth. May Your Kingdom come, and may Your peace reign in every heart, through Jesus Christ our Lord, who lives and reigns with You and the Holy Spirit, one God, now and forever. Amen.”

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A prayer on the anniversary of the October 7th attack in Israel:https://t.co/0tlzzCnNay pic.twitter.com/orSPT44Pl7

— ACNA (@The_ACNA) October 7, 2024

Ever since Hamas’s slaughter of Israelis on October 7th 2023, violence has been spreading. One year on, the Middle East is an inch away from an all-out war between Israel and Iran. Israel’s skilful decapitation of Hizbullah, a Lebanese militia backed by Iran, prompted the Islamic Republic to rain missiles on Israel on October 1st. Israel may retaliate, perhaps striking Iran’s industrial, military or nuclear facilities, hoping to end once and for all the threat it poses to the Jewish state.

Iran is certainly a menace, and use of force against it by Israel or America would be both lawful and, if carefully calibrated, wise. But the idea that a single decisive attack on Iran could transform the Middle East is a fantasy. As our special section explains, containing the Iranian regime requires sustained deterrence and diplomacy. In the long run, Israel’s security also depends on ending its oppression of the Palestinians.

Iran’s latest direct attack on Israel consisted of 180 ballistic missiles. Unlike an earlier strike in April, this time Iran gave little warning. But as before, most of the projectiles were intercepted. The salvo was a response to the humiliation of its proxy, Hizbullah, which until two weeks ago was the most feared militia in the region. No one should shed tears for a terrorist outfit that has helped turn Lebanon into a failed state. For the past year Hizbullah has bombarded Israel, forcing the evacuation of civilians in its northern belt. Israel’s counter-attack, unlike its invasion of Gaza, was long-planned. It has made devastating use of intelligence, technology and air power, killing the militia’s leaders, including its chief, Hassan Nasrallah, maiming its fighters with exploding pagers and destroying perhaps half of its 120,000 or more missiles and rockets.

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The year that shattered the Middle East pic.twitter.com/6YqtHxDnDQ

— Ibrahim Hamidi ابراهيم حميدي (@ibrahimhamidi) October 3, 2024

The long-feared “wider war” in the Middle East is here.

For the last 360 days, since the images of the slaughter of about 1,200 people in Israel last Oct. 7 flashed around the world, President Biden has warned at every turn against allowing a terrorist attack by Hamas to spread into a conflict with Iran’s other proxy force, Hezbollah, and ultimately with Iran itself.

Now, after Israel assassinated the Hezbollah chief, Hassan Nasrallah, and began a ground invasion of Lebanon, and after Iran retaliated on Tuesday by launching nearly 200 missiles at Israel, it has turned into one of the region’s most dangerous moments since the Arab-Israeli War of 1967.

The main questions now are how much the conflict might intensify, and whether the United States’ own forces will get more directly involved.

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A Wider War in the Middle East, From Hamas to Hezbollah and Now Iran – The New York Times https://t.co/JjU4OyZeLr

— cecilia ballesteros (@ceciliab) October 2, 2024

Iran has sent short-range ballistic missiles to Russia, according to U.S. and European officials, a move that gives Moscow another potent military tool in its war against Ukraine and follows stern Western warnings not to provide those arms to Moscow.

The development comes as Russia has stepped up its missile attacks on Ukrainian cities and infrastructure, killing dozens of civilians in recent days. Washington informed allies of Iran’s shipments this week, European officials said, including a briefing for ambassadors in Washington on Thursday.

A U.S. official confirmed the missiles “have finally been delivered.”

“We have been warning of the deepening security partnership between Russia and Iran since the outset of Russia’s full-scale invasion of Ukraine and are alarmed by these reports,” said National Security Council Spokesman Sean Savett. “We and our partners have made clear both at the G-7 and at the NATO summits this summer that together we are prepared to deliver significant consequences. Any transfer of Iranian ballistic missiles to Russia would represent a dramatic escalation in Iran’s support for Russia’s war of aggression against Ukraine.”

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Israel and Hezbollah are moving closer to a full-scale war after months of escalating hostilities with the Lebanese militant group, adding pressure on Israel’s government to secure its northern border.

Hezbollah, a U.S.-designated terrorist organization closely aligned with Iran, opened a battle front with Israel on Oct. 8, a day after the deadly Hamas-led raid inside Israel sparked the current war in Gaza.

Hezbollah says that its attacks are in support of the Palestinians and that it won’t stop until Israel ceases its war in Gaza. Reluctant to open a second front, Israel initially responded to Hezbollah with tit-for-tat attacks, trying to calibrate its actions to avoid sparking a full-scale war.

But in recent weeks, both sides say there has been a sharp rise in hostilities. Hezbollah has increased its drone and rocket attacks, hitting important Israeli military installations. Israel, too, has stepped up attacks, targeting Hezbollah sites deep into southern Lebanon’s Bekaa Valley as well as senior military officials in the group.

BREAKING

Risk of War Between Israel and Hezbollah Builds up as Clashes Escalate. pic.twitter.com/CcXRcPdqQ7

— World Affairs Eye (@WorldAffairsEye) June 5, 2024

Sudan’s army said it’s poised to get weapons from Russia in return for letting Moscow establish a military fueling station on the Red Sea coast, a blow for the US as its opponents gain influence in the African country torn apart by civil war.

A military delegation will travel to Russia within a few days to conclude the deal, assistant commander-in-chief Yasser Al-Atta told the Gulf-based Al-Hadath TV channel on Saturday. Authorities will get “vital weapons and munitions,” he said, describing the planned Russian outpost as “not exactly a military base.”

Moscow has long coveted a foothold on Sudan’s 530-mile (853 kilometer) coastline, and a final agreement would stoke Western concerns over the country’s growing influence in Africa.

The announcement comes as Sudan’s army strives to regain swathes of territory lost to the Rapid Support Forces militia in a war that erupted in April 2023 and may have killed as many as 150,000 people.

Sudan’s army said it’s poised to get weapons from Russia in return for letting Moscow establish a military fueling station on the Red Sea coast, a blow for the US as its opponents gain influence in the African country torn apart by civil war. https://t.co/7XhPQwcD5G

— Simon Marks (@MarksSimon) May 26, 2024

The theocracy in Tehran is in deep trouble on every front. “The divide between the population and leadership has only increased—as evidenced by public apathy” at parliamentary elections held in March, Sanam Vakil, an Iran expert at Chatham House, told me. Only forty-one per cent of eligible voters cast ballots—the lowest percentage since the revolution. The reason for public disillusionment is partly economic. Inflation hovered at thirty-five per cent in February; the Iranian rial plummeted to an all-time low last year. Under Raisi, the government cut back on food and fuel subsidies and did little to sustain support for health, education, and welfare. The average Iranian feels trapped in economic purgatory. And, in April, the regime, which has the largest missile arsenal in the region, was humiliated militarily. It fired more than three hundred ballistic missiles and drones at Israel in retaliation for Israel’s attack on an Iranian diplomatic facility in Syria, which killed three top generals. Iran’s weaponry either failed, was shot down, or was intercepted by Israeli, U.S., and Jordanian forces, among unnamed others. The U.S. called Iran’s brazen operation “embarrassing” and a “spectacular” failure. 

Quoted in ⁦@wrightr⁩ What Raisi’s Death Means for the Future of Iran The theocracy in Tehran is in deep trouble on every front. “The divide between the population and leadership has only increased—as evidenced by public apathy” https://t.co/FJ7scYyjf4

— Sanam Vakil صنم وكىل (@SanamVakil) May 21, 2024

Supreme Leader Ali Khamenei wields ultimate decision-making authority in Iran, but Raisi still holds significant power within the regime. Raisi is the deputy chairman of the Assembly of Experts, a regime entity constitutionally responsible for monitoring the supreme leader and selecting his successor.[8] Iranians re-elected Raisi to serve as a representative of South Khorasan Province in the Assembly of Experts during the recent March 2024 Assembly of Experts elections.[9] Raisi also holds numerous ex officio positions. He is a member of the Expediency Discernment Council and the chairman of the Supreme National Security Council, Supreme Cultural Revolution Council, and Supreme Cyber Space Council.

Raisi’s death would have serious implications for supreme leader succession. Raisi is considered one of the top contenders—along with Khamenei’s son, Mojtaba Khamenei—to succeed Khamenei as supreme leader. Khamenei appointed Raisi to the position of judiciary chief in 2019 and endorsed Raisi during the August 2021 presidential elections.[10] The next several days have the potential to reshape the immediate and long-term dynamics of the regime, including supreme leader succession. Raisi’s death would ultimately not change the regime’s current trajectory toward more hardline and conservative domestic policies and more aggressive regional policies, however.

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With the death of President Ebrahim Raisi, Iran’s first vice president, Mohammad Mokhber, becomes acting president.

Here’s what to know about him. https://t.co/mlW89Mh2JD

— The New York Times (@nytimes) May 20, 2024

Even though Gulf states are not siding with Israel against Iran, they are not lining up against Israel either. The UAE has maintained its diplomatic and commercial ties with Israel, to the point of keeping regular flights to Tel Aviv from Dubai and Abu Dhabi—even in the early days of the war, when the planes were nearly empty. (“Business as usual,” one Israeli businessman put it to me in January.) When I spoke off the record with an Emirati official, his talking points could have come from a hawkish Israeli. Bahrain has seen anti-Israeli protests, and its toothless parliament passed a symbolic resolution about severing ties with Israel, but its regime has ignored all that. The Saudis are still in a hurry to do their own normalization deal with Israel before the November election. The Palestinian cause is back on the agenda, at a cost of tens of thousands of dead, but it hardly seems to have advanced.

The region finds itself in an interregnum. Forget talk of unipolarity or multipolarity: the Middle East is nonpolar. No one is in charge. The United States is an uninterested, ineffective hegemon, and its great-power rivals even more so. Fragile Gulf states cannot fill the void; Israel cannot, either; and Iran can only play spoiler and troublemaker. Everyone else is a spectator beset by economic problems and crises of legitimacy. That was the reality even before October 7. The war has merely swept away illusions.

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“Even when the United States is a more active power in the Middle East, it is a feckless one, playing whack-a-mole with Iranian proxies and pleading with a recalcitrant Israeli government,” writes @glcarlstrom. https://t.co/g9NFD6WOBs

— Foreign Affairs (@ForeignAffairs) March 6, 2024

In an expansion of hostilities rippling out from the Israel-Hamas war, Pakistan said on Thursday that it had carried out strikes inside Iran, a day after Iranian forces attacked what they said were militant camps in Pakistan.

The Pakistani Foreign Affairs Ministry said that the country’s forces had conducted “precision military strikes” against what it called terrorist hide-outs in southeastern Iran. The Iranian state-owned television network Press TV said that seven foreigners were killed in the strike.

A senior Pakistani security official, speaking on the condition of anonymity, said Pakistan had struck at least seven locations used by separatists from the Baluch ethnic group about 30 miles inside the border. The official said that air force fighter jets and drones were used in the Pakistani retaliatory strikes.

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Aha – Pakistan und Iran sagen, sie beschießen belutschische Separatisten in jeweils dem anderen Staatsgebiet.

Das scheint das Muster zu sein: Wir greifen nicht dich an, sondern Terroristen auf deinem Staatsgebiet. https://t.co/YFcMWEmeqY

— Marcus Ewald (@maewald) January 18, 2024

Just south of Baghdad, the urban sprawl gives way to glimpses of green, with lush date palm groves bordering the Euphrates River. But few risk spending much time there. Not even the Iraqi military or government officials venture without permission.

A farmer, Ali Hussein, who once lived on that land, said, “We do not dare to even ask if we can go there.”

That’s because this stretch of Iraq — more than twice the size of San Francisco — is controlled by an Iraqi militia linked to Iran and designated a terrorist group by the United States. Militia members man checkpoints around the borders. And though sovereign Iraqi territory, the area, known as Jurf al-Nasr, functions as a “forward operating base for Iran,” according to one of the dozens of Western and Iraqi intelligence and military officers, diplomats and others interviewed for this article.

The militia that controls the land, Khataib Hezbollah, uses it to assemble drones and retrofit rockets, with parts largely obtained from Iran, senior military and intelligence officials say. Those weapons have then been distributed for use in attacks by Iranian-linked groups across the Middle East — putting this former farmland at the center of fears that the war in Gaza could grow into a wider conflict.

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Thick palm groves near Baghdad hide a base where an Iranian-backed militia assembles drones, retrofits missiles and stores them for use regionally against U.S. targets. https://t.co/I3RahEWkQ1

— New York Times World (@nytimesworld) December 9, 2023

The reason the Hamas-Israel war can be hard for outsiders to understand is that three wars are going on at the same time: a war between Israeli Jews and the Palestinians exacerbated by a terrorist group, a war within Israeli and Palestinian societies over the future, and a war between Iran and its proxies and America and its allies.

But before we dig into those wars, here’s the most important thing to keep in mind about them: There’s a single formula that can maximize the chances that the forces of decency can prevail in all three. It is the formula that I think President Biden is pushing, even if he can’t spell it all out publicly now — and we should all push it with him: You should want Hamas defeated; as many Gazan civilians as possible spared; Prime Minister Benjamin Netanyahu of Israel and his extremist allies booted; all the hostages returned; Iran deterred; and the Palestinian Authority in the West Bank reinvigorated in partnership with moderate Arab states.

Pay particular attention to that last point: a revamped Palestinian Authority is the keystone for the forces of moderation, coexistence and decency triumphing in all three wars.

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“The reason the Hamas-Israel war can be hard for outsiders to understand is that three wars are going on at the same time,” writes @tomfriedman.

Read: https://t.co/kM3pqjs4Ma

— New York Times Opinion (@nytopinion) November 29, 2023

Violent conflict is increasing in multiple parts of the world. In addition to Hamas’s October 7 attack on Israel, and the Israeli offensive on Gaza, raising the specter of a wider war in the Middle East, there has been a surge in violence across Syria, including a wave of armed drone attacks that threatened U.S. troops stationed there. In the Caucasus in late September, Azerbaijan seized the disputed enclave of Nagorno-Karabakh—forcing an estimated 150,000 ethnic Armenians to flee their historical home in the territory and setting the stage for renewed fighting with Armenia. Meanwhile, in Africa, the civil war in Sudan rages on, conflict has returned to Ethiopia, and a military takeover of Niger in July was the sixth coup across the Sahel and West Africa since 2020.

In fact, according to an analysis of data gathered by the Uppsala Conflict Data Program, conducted by the Peace Research Institute Oslo, the number, intensity, and length of conflicts worldwide is at its highest level since before the end of the Cold War. The study found that there were 55 active conflicts in 2022, with the average one lasting about eight to 11 years, a substantial increase from the 33 active conflicts lasting an average of seven years a decade earlier.

Notwithstanding the increase in conflicts, it has been more than a decade since an internationally mediated comprehensive peace deal has been brokered to end a war. UN-led or UN-assisted political processes in Libya, Sudan, and Yemen have stalled or collapsed. Seemingly frozen conflicts—in countries including Ethiopia, Israel, and Myanmar—are thawing at an alarming pace. With the Russian invasion of Ukraine, high-intensity conflict has even returned to Europe, which had previously enjoyed several decades of relative peace and stability. Alongside the proliferation of war has come record levels of human upheaval. In 2022, a quarter of the world’s population—two billion people—lived in conflict-affected areas. The number of people forcibly displaced worldwide reached a record 108 million by the start of 2023.

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A World at War: What Is Behind the Global Explosion of Violent Conflict? https://t.co/2ZXtqyHqSn via @ForeignAffairs

— Nino Brodin (@Orgetorix) October 30, 2023

Iran-backed militant groups Hamas and Hezbollah are closely coordinating their next steps in fighting against Israel, a senior Hamas representative in Lebanon told POLITICO on Tuesday, just hours after Tehran warned of “preemptive action” against Israel.

Ahmed Abdul-Hadi, the head of Hamas’ political bureau in Beirut, insisted Gaza-based Hamas had not given its ally Hezbollah any advance notice of its attacks against Israel on October 7, which killed more than 1,400 people. Despite this, however, he described a continual cooperation between the two groups, stressing Hezbollah was now “geared for a major war” against Israel in the north, while Hamas would burst Israeli Prime Minister Benjamin Netanyahu’s “dream” of driving it out of Gaza.

The remarks will heighten fears the conflict in the Middle East could be about to spill onto two fronts and engulf Lebanon, particularly if Israel launches a ground invasion of Gaza, where its bombardments have already killed more than 2,700 people, and Tehran commits its fellow-Shiite Hezbollah proxies into all-out war.

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Hamas says it's closely coordinating the war's next moves with Hezbollah in Lebanon.https://t.co/qM5SIPK0zG

— POLITICOEurope (@POLITICOEurope) October 18, 2023

It is hard in the wake of the October 7 massacre to calmly contemplate Palestinian strategy and thinking. There is no Israeli unaffected, no one without family and friends reeling from the Hamas onslaught, no one, including this writer, not overcome with anxiety for relatives or neighbors now called up to the war.

And yet it is necessary. It is necessary to understand the enemy, the chain of rationalization and habits of mind that produced it and shaped its strategy of brutality.

That enemy is not the Palestinian people, of course, even though support for terror attacks is widespread among Palestinians. The enemy is not exactly Hamas either, though Hamas is part of it. The enemy is the Palestinian theory of Israelis that makes the violence seen on October 7 seem to many of them a rational step on the road to liberation rather than, as Israelis judge it, yet another in a long string of self-inflicted disasters for the Palestinian cause.

The October 7 massacre wasn’t an outlier in Hamas’s long history of brutality; it was its apotheosis. It was what Hamas would do if it could. On that dark Saturday it suddenly found that it could, and so it did. (emphasis mine)

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This is an absolute must read if you want to understand the depth of the Palestinian Israeli conflict https://t.co/fEXj3oHdlo

— Dan Rosenblum (@sharkbiotech) October 16, 2023

The grand bargain between the US, Israel and Saudi Arabia is already a dead letter. This has large implications for oil at a time when the crude market is already in deficit and prices are at the upper band of their historical range – pushed higher by Saudi and OPEC production cuts of two million barrels a day (b/d), otherwise known as cartel price manipulation.

The unspoken terms of the deal were that Saudi Aramco would feed back one million b/d as a unilateral gesture. But this depended on Israel beefing up the Palestinian Authority on the West Bank, one reason why Hamas was so determined to thwart it. The accord is now almost unthinkable.

One can only assume that Hamas intended to provoke total conflagration by decapitating women and children in the worst massacre of Jews since the Holocaust. Events must now follow their Sophoclean script with a haunting inevitability.

There must be a high risk that the unstoppable chain of events will trigger an assault by the Lebanese Hezbollah, backed by Iran and armed with 150,000 missiles on the northern Blue Line, in turn spreading to Syria. Israel bombed Damascus and Aleppo airports in a preemptive strike on Thursday. “The longer the war, the greater the probability that Hezbollah joins in,” said Dr Walid Abdel Hay, a Jordanian political analyst.

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We are one miscalculation short of a Middle East firestorm and the next world #oil crisis, Ambrose Evans-Pritchard writes: The strange calm on world oil markets is unlikely to survive blockade of Gaza. The only way to knock out Hamas is house-to-house, block-to-block, urban… pic.twitter.com/ZhFXBl0zo4

— Holger Zschaepitz (@Schuldensuehner) October 14, 2023

To discern the second and third- order effects of this crisis, half a century later, is not easy. One way to grasp their potential magnitude is to ask whether the former US defence secretary, Robert Gates, writing in Foreign Affairs before the onslaught on Israel, is right that: “The United States now confronts graver threats to its security than it has in decades, perhaps ever. Never before has it faced four allied antagonists at the same time — Russia, China, North Korea and Iran — whose collective nuclear arsenal could within a few years be nearly double the size of its own.”

The problem, Gates argued, is that at the very moment events demand a strong and coherent response from America, “the country cannot provide one”.

I have argued for five years that the United States and its allies already find themselves in a new cold war, this time with the People’s Republic of China. I have argued for a year and a half that the war in Ukraine is roughly equivalent to the Korean War during the first Cold War, revealing an ideological as well as geopolitical division between the countries of the “Rimland” (the Anglosphere, western Europe and Japan) and those of the Eurasian “Heartland” (China, Russia and Iran plus North Korea).

And I have warned since January that a war in the Middle East might be the next crisis in a cascade of conflict that has the potential to escalate to a Third World War, especially if China seizes the moment — perhaps as early as next year — to impose a blockade on Taiwan. Now that the Middle Eastern war has indeed broken out, what course will history take?

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This feels right on the money. What’s happening now is awful… but I’m really genuinely concerned about what’s coming.

Will there be a World War Three? Israel-Hamas war risks escalationhttps://t.co/LQzMvmC7DL

— Richard Suchet (@RichSuchet) October 15, 2023

As oil markets react to the return of a Middle East risk premium, Tehran may be tempted to resume its attacks and harassment of shipping vessels in the Persian Gulf. U.S. General C. Q. Brown, the newly confirmed chairman of the Joint Chiefs of Staff, was right to warn Tehran to stay on the sidelines and “not to get involved.” But his choice of words unfortunately suggests a failure to appreciate that the Iranians are already deeply, inextricably involved.

For the Biden administration, it is long past time to shed the mindset that shaped prior diplomacy toward Iran: a conviction that the Islamic Republic could be persuaded to accept pragmatic compromises that served its country’s interests. Once upon a time, that may have been credible. But the Iranian regime has reverted to its foundational premise: a determination to upend the regional order by any means necessary. Washington should dispense with the illusions of a truce with Iran’s theocratic oligarchs.

On every other geopolitical challenge, Biden’s position has evolved considerably from the Obama-era approach. Only U.S. policy toward Iran remains mired in the outdated assumptions of a decade ago. In the current environment, American diplomatic engagement with Iranian officials in Gulf capitals will not produce durable restraint on Tehran’s part. Washington needs to deploy the same tough-minded realism toward Iran that has informed recent U.S. policy on Russia and China: building coalitions of the willing to ratchet up pressure and cripple Iran’s transnational terror network; reinstating meaningful enforcement of U.S. sanctions on the Iranian economy; and conveying clearly—through diplomacy, force posture, and actions to preempt or respond to Iranian provocations—that the United States is prepared to deter Iran’s regional aggression and nuclear advances. The Middle East has a way of forcing itself to the top of every president’s agenda; in the aftermath of this devastating attack, the White House must rise to the challenge.

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“The Iranian regime has reverted to its foundational premise: a determination to upend the regional order by any means necessary.” Read @MaloneySuzanne on Iran’s role in Hamas’s attack on Israel:https://t.co/N9Y8snkJW9

— Foreign Affairs (@ForeignAffairs) October 11, 2023

As Israel prosecutes its offensive against Hamas in Gaza, eyes are nervously turning toward Lebanon, where a series of clashes along the border has raised fears of a second front breaking out, an outcome that could trigger a full regional war. Neither side appears to want an escalation, but the risks are high for a disastrous miscalculation.

So far, the pattern of violence along the Blue Line, the United Nations­–delineated boundary that corresponds to Lebanon’s southern border, has been relatively predictable, consisting of shelling and minor incursions. There has been some talk in recent months about the “unification of the fronts,” meaning the closer coordination between anti-Israel groups such as Hezbollah in Lebanon, Hamas, and Palestinian Islamic Jihad (PIJ), along with myriad other Iran-backed groups in Syria, Iraq, and Yemen. Therefore, it would have been difficult for Hezbollah to simply stand back and do nothing as Israel wages its massive offensive against Hamas in Gaza. …

At this initial stage, it appears that Hezbollah wants to keep its actions (whether claimed or unclaimed) below a certain threshold so as not to force Israel into a more powerful retaliation. If Hezbollah were to overshoot, it could trigger an unintended escalatory cycle. It is, however, Iran that has the final say in whether Hezbollah goes to war with Israel. Iran recognizes Hezbollah as its most potent external asset and a key component of its deterrence architecture against a potential attack by Israel or the United States. It is unlikely that Tehran will want to waste Hezbollah in a futile full-scale war with Israel for the sake of supporting Hamas in Gaza.

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Must-read piece from Nicholas Blanford in Beirut on the big question: What will Hezbollah do next? https://t.co/o0922YNI4x

— Daniel Malloy (@DanielPMalloy) October 11, 2023

As Israel combats the Palestinian Islamist movement Hamas in the Gaza Strip, it faces the strategic question of whether Iran will direct its other protégé, the Lebanese Hezbollah, to open a second front in the north. Hezbollah and Israel have already engaged in limited artillery exchanges that, according to the militant group, Monday killed three of its fighters. Hezbollah said it struck two Israeli military bases near the border using guided missiles and mortars, while the Pentagon warned the group to “think twice” before opening a second front and said the U.S. was prepared to come to Israel’s defense. Iran and Hezbollah have strongly supported Saturday’s invasion of southern Israel by Hamas, which briefly overran Israeli military bases and several villages and towns, killing at least 900 Israelis and taking many others hostage to Gaza.

With its arsenal of precision missiles that could target Israeli air bases and infantry forces hardened by the Syrian war, Hezbollah is a much more powerful enemy than Hamas. Over the weekend, The Wall Street Journal reported that Iran, which has long supplied Hezbollah with weapons, helped plan Hamas’s attack on Israel. Hezbollah’s entry into the war, however, could unleash direct Israeli strikes not just against Lebanon but also against Iran. Such an escalation could drag the U.S. into a much wider conflict—not something that Tehran is likely to be interested in at this stage

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As Israel combats the Palestinian Islamist movement Hamas in the Gaza Strip, it faces the strategic question of whether Iran will direct its other protégé, the Lebanese Hezbollah, to open a second front in the north https://t.co/VCheIcdocR

— The Wall Street Journal (@WSJ) October 9, 2023

Why did Hamas launch this war now, without any immediate provocation? One has to wonder if it was not on behalf of the Palestinian people but rather at the behest of Iran, an important supplier of money and arms to Hamas, to help prevent the budding normalization of relations between Saudi Arabia, Iran’s rival, and Israel. Such a deal, as it was being drawn up, would also benefit the more moderate West Bank Palestinian Authority — by delivering to it a huge infusion of cash from Saudi Arabia, as well as curbs on Israeli settlements in the West Bank and other advances to preserve a two-state solution. As a result, West Bank leaders might have earned a desperately needed boost of legitimacy from the Palestinian masses, threatening the legitimacy of Hamas.

That U.S.-Saudi-Israel deal also would have been a diplomatic earthquake that would have most likely required Netanyahu to jettison the most extreme members of his cabinet in return for forging an alliance between the Jewish state and the Sunni-led states of the Persian Gulf against Iran. Altogether, it would have been one of the biggest shifts in the tectonic plates of the region in 75 years. In the wake of this Hamas attack, that deal is now in the deep freeze, as the Saudis have had to link themselves more closely than ever with Palestinian interests, not just their own.

Indeed, within hours of the Hamas invasion, Saudi Arabia issued a statement saying, according to Al Arabiya network: “The kingdom is closely following up on the unprecedented developments between a number of Palestinian factions and the Israeli occupying forces,” adding that it has “repeatedly warned of the consequences of [the deterioration] of the situation as a result of the occupation as well as of depriving the Palestinian people of their legitimate rights and of [not halting] systematic provocations against their holy [sites].”

I am watching how the Hamas-Israel earthquake will shake up another earthquake..:Ukraine…

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“Hamas has been a deadly curse for the Palestinian people….The billion-plus dollars in aid that it received from Qatar…could have gone into building Gaza into a productive society….Instead, Hamas has devoted most of its…resources to” attacking Israel. https://t.co/JQ4v9Sp0nx

— Kenneth Roth (@KenRoth) October 8, 2023

‘The Norwegian Nobel Committee has decided to award the Nobel Peace Prize for 2023 to to Narges Mohammadi for her fight against the oppression of women in Iran and her fight to promote human rights and freedom for all.’

Early this month, Israeli Prime Minister Benjamin Netanyahu held a mock wartime meeting of his security cabinet in a bunker. Communities in northern Israel are preparing shelters for a long-term conflict. And the military is working overtime on a new laser system to intercept rockets.

Their focus is Iran and its nuclear ambitions.

For years, Israel has considered a nuclear-armed Iran to be an existential threat, and directed its energies to confronting it and its regional proxies in Syria, Lebanon and the Palestinian areas.

But much is new in the past few months. Iran has emerged from diplomatic isolation, forging a key military alliance with Russia from which it’s seeking air defenses, restoring diplomatic ties with Saudi Arabia and pushing its allies to fire missiles at Israel. It is also enriching more and more uranium, including a small amount almost to weapons grade — while denying any plans for making a bomb.

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Israel's sudden daily talk of a military strike on Iran serves as a messaging tool and a warning — not just to Tehran but also to Washington https://t.co/jpgy2BExNh

— Bloomberg (@business) June 13, 2023

If the U.S. is going to develop an effective response to this combination of strategic threats, our political leaders will have to move beyond finger pointing and blame games over the fate of the JCPOA. Republicans can say justly that Mr. Obama’s decision to sign something as consequential and controversial as the Iran nuclear deal without the bipartisan support needed to get a treaty ratified in the Senate was a historic mistake. Democrats can reasonably riposte that Mr. Trump’s unilateral withdrawal made everything worse. Such matters can be left to the historians. The question before us now is not who was right in 2015 or 2018. It is what we do next.

Mr. Biden has repeatedly said that allowing Iran to build nuclear weapons is not an option. If his administration fails to hold that line, the consequences for American power in the Middle East and globally would be profound and perhaps irreversible. If America attacks Iranian nuclear facilities and finds itself stuck in yet another Middle Eastern quagmire, the effects at home and abroad will also be dire. China and Russia would take advantage of America’s Middle East preoccupation to make trouble elsewhere, and U.S. public opinion would be further polarized.

Few presidents have faced policy choices this tough or consequential. It’s understandable if not commendable that the administration postponed the day of reckoning for so long, but as the dead-cat stink intensifies, Mr. Biden is coming closer to the greatest test of his career.

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The Iran negotiations have moved toward failure as America’s international position grew less secure, and today the deal’s impending collapse is part of a global crisis of American power, writes @wrmeadhttps://t.co/SKtoqK6kX2

— Wall Street Journal Opinion (@WSJopinion) July 26, 2022

The U.S. convened a secret meeting of top military officials from Israel and Arab countries in March to explore how they could coordinate against Iran’s growing missile and drone capabilities, according to officials from the U.S. and the region.

The previously undisclosed talks, which were held at Sharm El Sheikh, Egypt, marked the first time that such a range of ranking Israeli and Arab officers have met under U.S. military auspices to discuss how to defend against a common threat.