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Israel’s ‘erosion’ concern over relations with the U.S.

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According to the Tel Aviv-based Institute for National Security Studies (INSS), Israel should adjust its future policies to the “emerging reality”, considering “anti-Israel trends in the US”. According to an analysis published by the institute, the new reality has the potential to lead to significant erosion in United States-Israel relations.

In Tel Aviv, which failed to please the U.S. and Russia at the same time in the Ukrainian crisis, negative prospects for the future are increasing in relations with the United States. Tel Aviv’s relations with Russia, China and the non-Western world are handled within the frame of “rapprochement with the illiberal world” from the perspective of the U.S. established order. Developments in U.S. public opinion also reinforce skeptical approaches towards Washington in Israel.

‘Neutrality’ in Ukraine dismay Washington

Israel’s future government, which decided not to provide high-tech weapons to Kiev, is already facing pressure to “sell weapons.” Ukrainian President Vladimir Zelensky called Former Prime Minister Netanyahu, who won the elections, and reiterated his request for weapons from Israel. Zelensky, who claims that Iranian drones were used by Russia, urges Israel to stand up against Iran on the Ukrainian issue. To date, Tel Aviv has not given the green light to this call, citing the challenge of its own security equation. Israel, which freely strikes the regions it declared as “Iran’s target” in Syria, won’t want to encounter Russia on this field.

Iran and Syria directly support organizations like Hezbollah, Hamas and Islamic Jihad, their military actions and fight against Israel. Acting with the great support of Iran, this broad block defines itself as the “axis of resistance”.

Although the “axis of resistance” is disempowered by the Arab Spring, it is still standing. Syrian-Hamas relations, which deteriorated with the Syrian war, also recovered in October. A senior Hamas official visited Bashar al-Assad in Damascus. Regional states have stopped stirring the sectarian cauldron where they poured gasoline over the past decade. Considering all this, forcing Russia to oppose the Middle East does not serve the security interests of Israel.

Subtle message via Golan

The fact that Russian and Syrian fighter jets conducted a joint aerial patrol over the Israeli-occupied Golan Heights gives insight into Tel Aviv’s relatively neutral policy to date. Moscow told Tel Aviv, “If you supply weapons to Ukraine regime, we may take steps that will put you in difficulty with Syria about Golan that you are occupying and that is considered part of Syria according to the UN.”

The Golan occupation is the main reason why the war between Israel and Syria is not officially over. A step to disrupt the actual situation here may be the final stage of tension, that is, a state of war. The message sent with fighter jets is just a reminder to Israel for now.

Israeli press frequently featured Hezbollah making use of Russian military experience with the Syrian war. On the other hand, it should be acknowledged that there are 1 and a half million Russian-speaking population in Israel. Moscow suspended its decision to close the Jewish Agency, which was founded nearly 100 years ago. Israel is concerned that in response to its possible military support for Ukraine, Moscow will openly and vigorously support its enemies.

The essence of the recent Israeli debate in the U.S. is generated by this stance of “relative neutrality”. Providing support to Ukraine, regardless of Moscow, which has changed the military and political course in Syria since 2015, will force Israel’s fragile defenses. The war might spread to the Middle East if the advanced air defense systems requested by Kiev are given to Ukraine.

Israel occupied the Golan Heights in the 1967 War and there is still no peace agreement between Israel and Syria. Invited by Syria, Iran’s effective actions in the region is also self-explanatory. Tel Aviv won’t want to see Russia on the “axis of resistance” with all its gravity in this environment. For this reason, if “relative neutrality” is disrupted in Ukraine, it will pave the way for the developments that will challenge Israel’s security paradigm in the Middle East.

A ‘tectonic shift’ in U.S.-Israel relations

An analysis at Israel’s leading Tel Aviv-based Institute for National Security Studies, which reflects the views of military bureaucracy, examines the crack in Tel Aviv-Washington relations that emerged because of the Ukrainian war. The analysis finds that the special relationship between Israel and the United States has recently turned into an “Israeli debate” and points out that Tel Aviv remains “relatively neutral” in Ukraine for security reasons.

Reporting that support for Israel is still high in the United States, INSS analysis shows that criticism towards Israel has increased, especially among younger people, apart from Democrats. As a matter of fact, the results of public opinion polls in the United States, which are consistent with this finding, are quite striking. According to U.S. pollster John Zogby, this anti-Israeli rise in the United States is a “tectonic shift”, the BBC noted.

The findings of the Pew Research Centre, cited by INSS, confirm this finding. Accordingly, for the 50+ age group among Americans, the average support is 65 percent. In younger age groups, this rate falls to an average of 45 percent. Moreover, public opinion polls conducted by the Brookings Research Institute show that among supporters of the Democrat party and young people, there are reservations about the positive attitude of U.S. administration towards Israel. Many Democrats view U.S. support for Israel as “more than necessary.”

INSS analysis summarizes future trends that will cause erosion in U.S.-Israel relations under five headings. In short, Tel Aviv-based organization puts emphasis on the following:

Demographic changes: The growth of non-white population in the U.S. makes the dialogue on fascism an important component of the political discourse. In addition, generational changes are another important factor. The generation of President Biden, Speaker of the House of Representatives Nancy Pelosi, and the Senate Majority Leader Chuck Schumer, who grew up in the shadow of World War II and see war as a “necessary evil”, is being replaced by a generation who view the wars in Vietnam, Iraq, and Afghanistan as “unnecessary.” The analysis also notes that “Israel’s claims of self-defense and wars of no choice appear hollow to them.”

Political polarization: According to INSS, multi-layered polarization in U.S. society gradually narrows the field of social consensus in U.S. society. In this context, the policy of support for Israel, which receives cross-party approval, is also on a downward trend.

The pro-Israel lobby: In this heading, the focus is on the “erosion” among American Jews. While most American Jews continue to support Israel, growing criticism of Israel by some left-wing Jewish organizations is noted.

The global order of priorities: The impact of the competition between the United States and China, and the Ukrainian crisis on U.S.-Israel relations are discussed under this heading. Noting that U.S. pays less attention to Middle East, INSS emphasizes the desire of the U.S. to reduce its military involvement and to have a more limited role in the region in the long term.

Taking account of the potential risks for the future of U.S. relations in Israel, the parties do not expect a break in the short term. Even though the emerging reality is not at the level of disrupting the unity of both states in the region strategically, the risks posed by it are being carefully studied by Tel Aviv.

Middle East

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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