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Israel warns US its ballistic missile interceptors are running critically low amid Iranian attacks

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According to a Semafor report citing US officials, Israel informed Washington this week that its stock of ballistic missile interceptors has fallen to critically low levels. Israel’s long range air defense system is under heavy pressure as a result of ongoing Iranian attacks.

The report said the US has been aware of Israel’s interceptor shortage for months. “This was something we expected and anticipated,” a US official said. The same official added that the United States itself is not facing a similar shortage of interceptor missiles.

Israeli Foreign Minister Gideon Saar, however, rejected claims on Sunday that the country’s interceptor stockpile is dwindling.

Defense analysts speaking to Military Times on March 5 warned that if the war lasts longer than US President Donald Trump initially predicted, the US military’s limited interceptor missile stockpile could come under strain and potentially be depleted.

US struggling to protect bases

Although the war has been underway for only two weeks, reports indicate that the US military is already struggling to defend its network of bases across the region, including in Gulf countries and Iraq.

Trump initially said the war would last only a few days but later acknowledged it could stretch on for months. On Friday he said the conflict would end “when the time comes according to my instincts.”

Semafor reported that it remains unclear whether the US will sell or provide its own interceptor missiles to Israel, noting that such a move could place additional pressure on American stockpiles.

A US official said: “We have everything we need to protect our bases in the region, our personnel and our interests,” adding that Israel is also working on solutions to address its interceptor missile gap.

Pentagon chief spokesperson Sean Parnell told Semafor that the military has all the capabilities required to carry out any mission at any time and place determined by Trump.

Cluster munition factor

Semafor also cited a CNN report indicating that Iran’s addition of cluster munitions to its missiles could accelerate the depletion of Israel’s interceptor missile stocks.

Successfully intercepting a ballistic missile usually requires firing two to four interceptor missiles. If the missile fragments or releases decoys, additional interceptors are used. Some reports indicate that intercepting an advanced Iranian missile may require between 12 and 15 interceptor missiles.

The challenge grows further as Iran equips some ballistic missiles with cluster munitions that disperse over a wide area.

According to CNN, most Iranian ballistic missiles carry roughly 24 small bomblets. The Khorramshahr missile can carry up to 80.

CNN reported that Israel’s air defenses have successfully intercepted most Iranian ballistic missiles but noted that stopping these numerous, small munitions before they reach the ground is more difficult.

In such cases Israel may have to launch dozens of interceptor missiles to neutralize the threat posed by a single incoming missile.

Missile expert Tal Inbar, who advises Israeli defense companies, said: “This is a challenge. It is a question of balance between the number of missiles in Iran and the number of interceptors. Whether in Israel, Abu Dhabi or Qatar, the principle is the same.”

The Times of Israel responded to the Semafor report by questioning claims of an interceptor missile shortage.

The outlet wrote: “This report has not been verified and some details do not align with Israel’s known interception procedures and operations.”

The Times of Israel also said Iran is launching only a few missiles per day at Israel and argued that a “critical shortage” would imply that Israel has fewer than ten interceptor missiles remaining.

According to Semafor, selling or sharing US interceptor missiles with Israel could place strain on US stockpiles. However, the Times of Israel said Israel is not currently using a US operated air defense system.

The report also noted that, according to CNN, Iranian cluster munitions are intercepted not by Israel’s ballistic missile defense system but by a separate system known as Iron Dome.

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Likud weighs rotation premiership between Netanyahu and Eisenkot

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Officials within the Likud party and Benjamin Netanyahu’s inner circle are analysing a scenario in which the formation of a narrow coalition proves impossible and the political system enters a deadlock.

According to a report in The Jerusalem Post, one option being discussed by Likud officials in such a scenario is a broad coalition government featuring a rotation of the premiership between Netanyahu and Yashar party leader Gadi Eisenkot.

At this stage, the primary question occupying analysts is what Netanyahu could offer to persuade Eisenkot to establish a rotation government with him, and how he could convince him that the rotation agreement would be honoured this time, following the precedent set during the Netanyahu-Benny Gantz government.

Among the possibilities raised in Likud’s closed-door discussions is nominating Netanyahu for the presidency in the future.

This would create both an agreed political exit route for Netanyahu and a political guarantee that the premiership would ultimately pass to Eisenkot.

At this stage, these discussions represent strategic assessments and scenario analyses surrounding Netanyahu’s “broad coalition” campaign ahead of the elections.

Likud officials believe that Netanyahu could conclude the election without reaching 61 seats, but they also rely on the likelihood that the opposition bloc will lack sufficient seats to form a government.

If neither side can form a coalition, officials anticipate that pressure to avert a new election could bring the possibility of a unity government back to the agenda.

Eisenkot is viewed as one of the primary potential partners for such a move, provided he enters the election at the head of a major force within the anti-Netanyahu bloc.

According to the scenario discussed in Likud, one potential arrangement would involve Netanyahu assuming the premiership first under the rotation framework and subsequently handing the post over to Eisenkot.

However, the most obvious obstacle to such a step is the crisis of confidence caused by the rotation government established with Gantz in 2020.

Eisenkot would require a mechanism ensuring that he does not find himself in the identical position Gantz occupied at that time: namely, becoming a partner in a rotation government agreement that was never implemented.

In this context, the possibility of the presidency is also raised in the discussions. Under this scenario, the date of the leadership handover could be tied to Netanyahu moving to the President’s Residence following the conclusion of Isaac Herzog’s term in office.

Those raising this possibility believe such a step could offer Netanyahu an agreed political destination after the end of his term as prime minister, whilst simultaneously providing Eisenkot with greater confidence that the rotation will take place.

Even within Likud, officials emphasise that the presidency scenario remains far from a finalised plan, with some describing it as a remote possibility.

Nevertheless, the matter is already being discussed as part of efforts to find a mechanism capable of overcoming the trust deficit.

According to an assessment voiced within Likud, if the presidency scenario arises in the future, Netanyahu’s criminal trial would need to be concluded.

From a legal perspective, the argument in these discussions is that no automatic legal barrier prevents an individual standing trial from running for the presidency.

The real complexity would lie in the public and political dimensions.

Proponents of this scenario believe that it would also be possible to present such a step to the public as part of a broader arrangement that would end Netanyahu’s premiership and enable the formation of a stable government.

This discussion also explains the line Netanyahu has advocated in recent weeks regarding the necessity of establishing a “broad government”.

Likud officials assess that Netanyahu understands a 61-seat right-wing government is not a guaranteed outcome, and therefore believes it is important to prepare the public and political ground in advance for the possibility of incorporating figures from the opposition camp into the government after the elections.

If the results show that neither bloc holds a majority, Netanyahu could argue that voters did not deliver a decisive victory to either side, and that under these conditions there is no justification for excluding a large segment of the public from the government.

However, the Gantz precedent will remain at the heart of all future discussions. Likud officials are aware that Netanyahu’s political promise alone will not suffice.

For this reason, alongside the presidency concept, more practical mechanisms are being examined in political discussions: commitments regarding the budget and no-confidence votes, legal mechanisms designed to make breaching the agreement difficult, and even the possibility of depositing a letter of resignation with a trustee that would take effect should Netanyahu fail to fulfil his commitments.

Likud officials also point to a fundamental difference between such a scenario and the Netanyahu-Gantz government.

If election results do not provide Netanyahu with an independent majority and he must rely on Eisenkot to keep the government afloat, this dependency would itself become another component of the guarantee system.

Unlike a situation where the partnership could be dissolved and an alternative coalition formed, a breach of the agreement in this scenario could lead to the collapse of the entire government. The number of seats Likud secures will also prove decisive.

In light of current expectations, Likud officials estimate that winning more than 25 to 26 seats would be presented as a success, allowing Netanyahu to argue that he remains the leader of a major political camp that cannot be ignored when forming a government.

Conversely, a significantly weaker result would undermine his ability to demand the first turn in the rotation and shift the balance of power in future negotiations.

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US begins returning staff to Middle East diplomatic missions

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The US administration is beginning to send personnel back to several diplomatic missions in the Middle East that had been evacuated or downsized due to tensions with Iran.

Sources speaking to Reuters stated that posts in Lebanon, Israel, Saudi Arabia, and Baghdad in Iraq are among the locations where staff will return.

They added that family members will also be permitted to return to US missions in Riyadh.

The move indicates that Washington views the near-term risk of escalation in the conflict with Iran as lower.

However, some embassies will initially operate below full capacity.

Sources stated that certain embassies will initially operate without exceeding 85% of their authorised staffing levels.

One source said the return of some personnel is expected to begin this week.

Following the start of joint US-Israeli strikes against Iran on 28 February, the US had withdrawn personnel from its embassies across the Middle East.

Some embassies in Gulf Arab states, including Saudi Arabia and Kuwait, were targeted by Iranian retaliatory actions, leading to the temporary closure of those embassies.

Since then, although the US naval blockade on Iranian ports remains in place, the Strait of Hormuz—vital for oil and commodities shipping—remains closed, and diplomatic efforts to end the war have stalled, intense fighting has diminished.

A US State Department spokesperson stated in an emailed response to Reuters that the department continuously reviews the security posture of its diplomatic missions worldwide.

“Based on our latest assessment, we are adjusting our staffing posture at select posts in the Middle East to enable us to continue advancing US foreign policy objectives while maintaining the safety and security of our personnel,” the spokesperson said.

The New York Times previously reported, citing an internal document, that diplomats were returning and emergency measures were being eased, noting that embassies in Jordan, Oman, Kuwait, and Qatar were also expected to restore staffing levels.

The newspaper added that US embassies in Israel, Jordan, and Oman will ultimately return to full staffing levels, while missions in the United Arab Emirates, Saudi Arabia, Qatar, and Lebanon will initially be capped at 85% of their personnel levels.

Missions in Iraq, Kuwait, and Bahrain will have their staffing levels capped at 75%.

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Trump sends Saudi nuclear pact to Congress tied to Israel ties

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US President Donald Trump has sent a draft civil nuclear energy agreement with Saudi Arabia to Congress.

However, a White House official speaking to Reuters emphasised that the pact would take effect only if the kingdom normalises relations with Israel.

The agreement, reached in July to allow US companies to export civil nuclear technology to Saudi Arabia, was sent to Congress on Monday, according to the US official, who spoke on condition of anonymity.

It remains unclear how Trump expects submitting the nuclear deal to Congress to advance his objectives.

Congress has 90 continuous session days to review the agreement.

“The president’s position has not changed that the agreement will only move forward if Saudi Arabia joins the Abraham Accords,” the US official said in an emailed statement.

Signed in 2020 and 2021, those accords were concluded between Israel and the UAE, Bahrain, Morocco, and Sudan.

A few days after agreeing to the Saudi nuclear pact in July, Trump, who had worked on a similar deal during his first presidential term, set the normalisation of ties as a condition for the agreement to enter into force.

Former president Joe Biden had also pushed for a nuclear deal and sought to link it to the accords in question.

Diplomats believed Riyadh was close to normalising relations with Israel in 2023, but the war Israel launched against Gaza in October 2023 altered the situation.

Saudi Arabia demands an “irreversible pathway” to a Palestinian state before recognising Israel.

The 30-year nuclear pact provides for the construction of AP1000 reactors, a project worth tens of billions of dollars that would benefit Westinghouse, co-owned by Canada-based Cameco and Brookfield Asset Management.

According to two congressional sources, the agreement was sent to congressional leaders and is expected to be presented to committees on Wednesday.

If Congress does not object to the agreement within 90 session days, it will take effect.

Should Congress reject the agreement, Trump could veto that decision, which would require a two-thirds majority in Congress to override.

Some Democratic members of Congress and non-proliferation advocates have criticised the nuclear agreement for failing to bar Saudi Arabia from enriching uranium or reprocessing spent nuclear fuel.

Those two activities represent two potential pathways to producing nuclear weapons. The UAE, by contrast, accepted such measures, known as the “gold standard”, in its 2009 civil nuclear agreement with Washington.

The Trump administration maintains that the agreement contains the non-proliferation measures required by law.

Henry Sokolski, head of the Nonproliferation Policy Education Center, said Trump’s move in initiating the process created the possibility that Congress might allow the deal to proceed without conditions on normalisation and non-proliferation.

“If you are serious about barring enrichment and recognising Israel, this situation is hardly ideal,” Sokolski said.

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