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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

Eisenkot ties Syria pact to withdrawal of Russian and Turkish forces

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Gadi Eisenkot, Benjamin Netanyahu’s fiercest challenger in this month’s elections, has conditioned any agreement with Syria on the complete withdrawal of Turkish and Russian forces.

In an extensive interview with The Times of Israel (ToI), the leader of the Yashar Party and former chief of staff said it was necessary to take advantage of the “fluid situation” in Syria.

Contending that Syria’s transitional leader, Ahmed al-Sharaa, is “originally a very extreme person, an ISIS member,” Eisenkot remarked: “I have no illusions about him; together with the Americans operating in Syria, I killed many people from his organisation.”

Nevertheless, the opposition leader emphasised that a crucial question must be posed:

“Is there an opportunity to take the 1974 Kissinger interim agreements and significantly upgrade them, with tight security arrangements that will ultimately bring about the withdrawal of foreign forces from Syria?”

Asked by the reporter whether this included Israel withdrawing from Mount Hermon and key strategic positions in Syria, Eisenkot replied:

“The fundamental condition is the complete expulsion of the Turks and the Russians from the area. As for Mount Hermon and the relevant security arrangements, these must be negotiated.”

Arguing that Israel must speak from a “position of strength” backed by “unshakeable American guarantees,” Eisenkot added: “There must be an American protective umbrella, oversight, and commitment that will enable Israel to take calculated risks.”

Pointing to the “extremely problematic situation” created by Netanyahu over the past three years, the Yashar leader described it as an “ever-widening and dangerous gap between American interests in the Middle East and Israel’s interests.”

Noting that Israel shares “deep common interests” with the US, Eisenkot listed them as: “maintaining stability in the Middle East, strengthening the moderate Sunni camp, weakening the radical Shiite axis, weakening the fundamentalist Sunni axis, and subsequently achieving economic prosperity in the region.”

Stating that a “strong Israel as a strategic asset” for the Middle East is also an asset for the US, the Israeli politician emphasised his support for moving towards the establishment of a “NATO of Sunni states.” He stressed that Israel could make major contributions in early-warning intelligence and defence systems, adding:

“We have proven this capability. Today, there are Arab countries in the Gulf that quietly receive Israeli protection. I also connect this to the broader peace effort that Israeli leaders have unfortunately stopped talking about. We want peace.”

Within this framework, Eisenkot noted the necessity of strengthening already signed peace treaties: “These must never be taken for granted, as there is also deep concern that these agreements could slide backwards. Therefore, we must strengthen our relations with Egypt, Jordan, and the signatory countries of the Abraham Accords, and actively involve other countries in the process. I believe there may also be an opportunity regarding Lebanon.”

Contending that Netanyahu’s “blatant foolishness and dreadful political-strategic judgment” had dragged Israel to rock bottom, the opposition leader pointed out that 12 countries are currently waiting to impose sanctions on Israel.

“Even the Americans have begun considering the possibility of imposing sanctions on official Israeli actors in Judea and Samaria [the West Bank],” Eisenkot said.

Noting that the steps he would take in the West Bank would not be a political gesture aimed at bringing Saudi Arabia into the Abraham Accords, but would be done “entirely in Israel’s interests,” Eisenkot said he would improve security conditions in the region, prevent the burning of Palestinian homes and villages by extremist Jewish settlers, and intervene with an “iron fist” against anyone acting outside the law.

“That is exactly how I acted throughout my military service. [Those attacks] did not happen when I was Chief of Staff,” Eisenkot said, referring to assaults by illegal Jewish settlers on Palestinian villages in the West Bank.

The Yashar leader argued that anyone seeking to establish full sovereignty over the West Bank and incorporate another 2.8 million Palestinians into Israel is “endangering the Zionist project and the Jewish demographic majority.”

Addressing Netanyahu’s judicial overhaul, Eisenkot said: “Anyone who seeks to weaken the Supreme Court and crush the judiciary is endangering democracy.”

Accusing Netanyahu of desiring “endless wars,” the opposition leader said: “We will change this through a rational government. Netanyahu’s government is pursuing an entirely irrational policy: it incites conflict solely to consolidate its domestic political base. For this single purpose, it clashes with everyone.”

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Middle East

CIA report warns Israel faces growing risk of civil conflict

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Deepening political fractures, economic strains, and societal fault lines in Israel are confronting the country with the potential for civil conflict and the breakdown of state mechanisms.

According to a report by Drop Site News citing two US sources, these findings are detailed in a classified Central Intelligence Agency (CIA) assessment drafted in August.

The report by Aída Chávez notes that the assessment, titled “Fracturing from Within”, was authored by experts within the CIA’s Red Cell unit, which is tasked with examining alternative and contrarian scenarios.

The CIA declined to answer questions regarding the assessment, which was compiled by combining open-source data with US intelligence holdings.

The report emphasises that the assessment focuses solely on Israel’s Jewish population, excluding from its analysis the country’s Palestinian citizens, who make up approximately 20% of the population.

It notes that Amnesty International and various human rights organisations characterise the practices endured by this segment of the population as part of a broad apartheid system.

The report outlines multilayered risks accumulating across the country ahead of the 27 October elections.

These factors include economic bottlenecks fuelled by surging military expenditures, heavily armed soldiers returning from protracted combat with severe psychological trauma, escalating settler violence in the occupied West Bank, and a constitutional crisis sparked by Prime Minister Benjamin Netanyahu’s efforts to retain power.

Speaking to Drop Site News, an intelligence source pointed out that the team responsible for the report comprises experts deeply familiar with the Israeli landscape, stating: “This is not an imaginary ‘what if’ scenario. Considering the upcoming elections and divisions in Israel, we must take seriously its findings that the country is only one spark away from real civil conflict.”

One of the sharpest points of tension in Israeli domestic politics involves mandatory military service exemptions granted to ultra-Orthodox men. The divide is widening between the ultra-Orthodox community, which continues to receive state subsidies while enjoying sweeping draft exemptions, and reservists being repeatedly mobilised to the front lines.

The rationale cited by religious leaders for rejecting military service is not opposition to war, but the argument that Torah study and religious life would be threatened.

A deteriorating economic landscape is also aggravating pressure on households. According to data, basic food prices, including fresh fruits and vegetables, have surged by 9.5% over the past two years, reaching record highs.

The report states that the majority of domestic opposition to Netanyahu focuses not on violence directed against Palestinians, but on how these policies are executed and on the security failures of 7 October.

Major Zionist parties remain divided over coalition strategies, while opinion polls indicate that neither the governing nor the opposition blocs can attain the 61-seat majority required to form a government.

Recalling historical eras in which traumatised, armed veterans coincided with intense political division, one consulted source cited the Freikorps units in post-First World War Germany.

The source remarked that while modern Israel is not identical to interwar Germany, certain parallels can be observed.

The CIA assessment also considers Israel’s mounting international isolation and the erosion of US support as factors that could accelerate collapse dynamics.

Israeli officials are reported to be concerned that reliance on billions of dollars in direct US military aid may prove unsustainable amid weakening political consensus.

Spring data from the Pew Research Center indicates that 60% of Americans view Israel unfavourably, up from 53% a year earlier.

The report projects that foreign technology and artificial intelligence investments could be withdrawn if the domestic crisis deepens. It underscores that such an outcome would further destabilise under-pressure economic fundamentals.

Additionally, regional countries could question the strategic value of normalisation processes, while Hamas or Hezbollah might exploit internal vulnerabilities within the country.

Intelligence sources emphasise that the assessment deliberately adopted the term “civil conflict”, warning that the compounding array of domestic pressures may ultimately prove impossible to contain through military means.

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US waives human rights terms on $320m military aid to Egypt

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The US State Department stated that it has waived human rights conditions on more than $300 million in military aid to Egypt.

The statement emphasised that this decision was taken in consideration of Cairo’s “helpful role” since the outbreak of the war against Iran.

Egypt began receiving substantial support from the US after signing a peace treaty with Israel in 1979.

Since the late 1980s, the country has received approximately $1.3 billion annually in US military assistance.

A portion of this aid is subject to conditions related to human rights and democracy, which can be waived on national security grounds.

Withholding funds, including during the administration of former US President Joe Biden, has caused tension between Cairo and Washington in the past.

A letter dated 21 September and addressed to various congressional committees, obtained by Reuters, stated that Secretary of State Marco Rubio “decided to waive the certification requirement under the fiscal year 2025 Foreign Military Financing programme for Egypt of $320 million.”

This waiver was subsequently confirmed by the State Department.

An accompanying memorandum justifying the decision stated that this portion of military aid was “essential for counterterrorism, border security, or non-proliferation programmes, or otherwise important to the national security interests of the United States.”

The memorandum, dated 4 September and bearing Rubio’s signature, stated: “Exercising this waiver authority is critical to the US-Egypt relationship and to US national security priorities, particularly given the helpful role Egypt has played in the aftermath of Operation Epic Fury.”

“Operation Epic Fury” is the designation used by the US military for the campaign launched jointly with Israel against Iran in late February.

The State Department memorandum, whose authenticity was confirmed by two sources in Washington familiar with the letter, did not provide detailed information regarding what was termed Egypt’s “helpful role”.

The State Department’s annual decision on military aid to Egypt typically covers funds allocated for the preceding fiscal year, which ends on 30 September.

A State Department spokesperson stated that Rubio waived the certification in the interest of US national security and that the US continues to cooperate with the Egyptian government across a range of issues.

In an emailed statement, the spokesperson said: “This waiver recognizes the importance of maintaining security cooperation with Egypt at a time of significant security challenges in the region.”

The Egyptian Ministry of Foreign Affairs did not immediately comment on the matter.

The spillover effects of the Iran war have imposed a heavy toll on US security partners, including Egypt.

Owing to rising fuel prices and other disruptions, the Egyptian economy is passing through a difficult period.

Under the Biden administration, the US withheld portions of the annual military allocation on multiple occasions over Egypt’s human rights record.

In 2024, following the Hamas-led 7 October attack on Israel and the subsequent war in Gaza, the Biden administration set aside human rights conditions, disbursing the entire $1.3 billion allocation to Egypt for the first time in its tenure.

Human rights organisations have long accused Egypt, under the administration of President Abdel Fattah al-Sisi, of widespread human rights abuses, including torture and enforced disappearances.

This week, Egyptian police detained six journalists from a fact-checking and investigative media outlet, accusing them of spreading false information on behalf of the banned Muslim Brotherhood.

Egyptian authorities state that they have taken steps to address human rights issues. Sisi said stability is paramount and that the government supports human rights by working to provide for basic needs.

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