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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

US warns Gulf allies of possible Iran strikes after midterms

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The US administration has notified several Gulf allies that it could launch a short but intensive military campaign against Iran immediately following the congressional midterm elections on 3 November. Washington urged regional states to prepare for this contingency.

According to a Wall Street Journal report citing sources with direct knowledge of the discussions, the warning did not specify which countries were briefed. Meanwhile, military activity on the ground has accelerated alongside these disclosures.

The US military has deployed a Patriot air defence battery from Texas to the Middle East, while beginning to pull its personnel back from exposed bases within range of Iranian ballistic missiles and drones to more secure positions. These moves reinforce indications that the US and Israel are preparing for a direct, wide-scale confrontation with Tehran.

The White House declined to comment on sensitive military plans whose existence has not been officially confirmed. An official statement emphasized, however, that President Donald Trump keeps all options on the table to prevent Iran from acquiring a nuclear weapon.

The New York Times reported last week that US and Israeli armed forces have stepped up joint military drills based on a short but intensive operational scenario. Potential targets identified by the newspaper include Iran’s nuclear facilities, critical energy infrastructure, and production centres for missiles and armed unmanned aerial vehicles.

The same report noted that while seen as an unlikely outcome, Trump could approve the operation before the end of October, though he might also opt against authorizing any military action. In recent months, Trump has repeatedly suspended decisions to re-enter active hostilities at the last moment.

The current active conflict between the two nations was triggered on 28 February by a joint US-Israeli strike on Iranian targets. Trump explained the primary rationale for the operation as ensuring that Tehran can under no circumstances attain a nuclear weapon.

These military actions follow the 12-day war fought in June 2025. During that air campaign, Washington directly targeted and struck Iran’s primary nuclear installations at Fordow, Natanz, and Isfahan.

International Atomic Energy Agency (IAEA) Director General Rafael Grossi outlined the latest situation on the ground during an address to the UN Security Council. Grossi stated that the agency has found no evidence indicating that Tehran is repairing or rebuilding from scratch the nuclear infrastructure damaged in the 2025 and 2026 strikes.

Criticizing the continued exclusion of monitors, Grossi urged Iran to grant international inspectors immediate access to all its nuclear sites, including damaged locations. Since the US bombardment in June 2025, the IAEA has been unable to independently verify the current status of Tehran’s stockpile of highly enriched uranium.

According to official agency records, Iran held 440.9 kilograms of uranium enriched to 60% purity prior to the June 2025 war. In nuclear physics, 60% enrichment is technically regarded as exceptionally close to the roughly 90% threshold required for weapons grade.

Following the bombings, Tehran barred international inspectors from entering the struck facilities. Because of this restriction, the regulatory body cannot ascertain how much of this critical stockpile remains intact or where it is currently stored.

Mounting military costs fuel domestic political pressure

President Trump maintains that the June 2025 air strikes demolished Iran’s nuclear capabilities. Nevertheless, the prolonged military operations have destabilized economic conditions, and soaring domestic fuel prices in particular are placing the governing Republican Party under severe political strain ahead of the midterms.

Trump has pushed back against criticism over rising energy costs, arguing that absorbing higher prices at the pump is necessary to prevent Tehran from acquiring nuclear arms.

Pentagon budget records reviewed by Reuters indicate that total US military spending on the Iran conflict has surpassed $47 billion. This figure stands 25% above official estimates released by defence officials in July.

The largest portion of total expenditures, $29 billion, was allocated to replenishing depleted munitions stocks, while $6 billion went toward replacing worn military hardware. It remains unclear whether repair bills for US bases damaged by retaliatory Iranian missile and kamikaze drone strikes are included in this official $47 billion sum.

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US military operations against Iran reach $47 billion

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The total cost of US military operations against Iran has reached $47 billion.

According to a report by the American newspaper The Hill, citing an assessment by US Central Command (CENTCOM), the operation’s budget grew by more than $3 billion in the past month alone.

A detailed breakdown of the spending appears in a document prepared by the command. The largest share of the budget is accounted for by munitions shipments, totalling $29 billion.

Additional expenses arising directly from conducting the military operation stand at approximately $12 billion, whilst replacing lost military equipment and gear requires $6.1 billion.

Funding allocated to support military personnel deployed to the region, air transport, communications, and transport operations within the operational theatre is calculated at $7.6 billion.

Moreover, this overall total does not include the expenditure required to repair and rebuild US military bases in the Middle East.

According to information reported by The Hill, US President Donald Trump is weighing the possibility of launching fresh strikes against Iran following the country’s midterm elections.

Trump had previously described the military operation against Iran as one of the best decisions of his presidency.

Congress steps in as budget deficit deepens

The bill for the operation climbed swiftly in a short period. In a statement on 22 July, US Secretary of War Pete Hegseth announced that the cost of the Iran campaign had reached $37.5 billion.

Hegseth noted that the figure covered both expenses already incurred and projected spending through the end of the fiscal year on 30 September.

A day before Hegseth’s statement, The Washington Post reported that the Pentagon was facing a severe cash crunch due to the war with Iran.

The newspaper reported that the White House had requested an emergency supplemental appropriation of $67 billion from Congress to cover military expenses, warning that the military would be forced to cut other spending items if the request were rejected.

Following these developments, the House of Representatives approved a $1.15 trillion defence budget.

The relevant resolution includes allocating $73 billion in additional funding to the Pentagon and intelligence agencies, primarily to cover the costs of the war being waged with Iran.

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Middle East

Over 3,000 Palestinians displaced as Israel’s Hebron siege hits day 5

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The Israeli army’s siege of the city of Hebron in the occupied West Bank has entered its fifth day. More than 3,000 Palestinians have been forced to flee their homes as raids, house demolitions, and forced evictions continue across the city.

According to data shared by Hebron Municipality on 26 October, the number of displaced people has reached 3,189. More than 200 of them are infants.

Municipal authorities announced that roughly half of the total displaced population consists of children and youths under the age of 18.

Palestinian officials in the besieged city declared a state of emergency and established an urgent crisis desk.

Rami Khamis, a member of the crisis desk, highlighted civic solidarity in remarks to Al Jazeera, saying local residents and benefactors who refused to let their fellow citizens stay in temporary shelters opened their homes to displaced families.

A Palestinian forced to abandon his home in haste recounted his ordeal to Al Jazeera on 26 October.

Explaining that they fled with only the clothes on their backs, the resident said their savings, household goods, and official documents were left behind. After placing his family in a relatively safe place, he attempted to return to salvage their belongings, but could not reach the house because the area was no longer safe.

The siege began immediately after an attack on 23 October in which two Israeli soldiers were killed. The two Palestinians who carried out the assault were killed at the scene by Israeli forces.

Citing this incident, the Israeli army blockaded the city and launched wide-ranging operations. The British newspaper The Guardian described the measures carried out in Hebron as “collective punishment”.

Hamas official Mahmoud Mardawi also condemned both the siege in Hebron and the military incursions spreading across the occupied West Bank in a statement on 26 October.

Emphasising that these steps constitute collective punishment, Mardawi warned that escalating tensions on the ground could lead to grave consequences.

Mardawi further argued that Prime Minister Benjamin Netanyahu and his government are using these attacks for propaganda and electoral calculations, stating that military pressure will not break Palestinian resilience and that calculations regarding annexation and mass expulsion will fail to achieve their goal.

Operation rift in Israeli leadership

As the blockade entered its fifth day, a divergence of opinion emerged between Israel’s military brass and the government.

According to a report in the Yedioth Ahronoth newspaper, Chief of Staff Eyal Zamir and Prime Minister Benjamin Netanyahu clashed over the future of the operation.

Zamir argued that the military campaign on the ground had delivered whatever benefit it could provide and that it was now time to bring it to an end.

Military officials said tangible gains achieved throughout the operation remained limited, indicating that whether to sustain the current push required reassessment.

Indeed, the newspaper reported that Israeli forces managed to seize only a limited number of weapons in the city, failing to uncover any unusual arsenals or major arms caches.

However, Chief of Staff Zamir’s proposal to end the operation was rejected. Prime Minister Netanyahu and the Defence Minister dismissed the recommendation and decided to continue the offensive.

At least 70 Palestinians have been detained in Hebron since the siege and operations began. The Israeli army is also continuing extensive demolition activities targeting civilian homes across the city.

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