Despite the foot dragging and all the threats of taking over Gaza City, Israeli Prime Minister Netanyahu will find his way to a ceasefire in Gaza this September. Here's why.
First, domestic pressure is growing. Israel is witnessing some of the largest street protests it's seen in the past two years. They're repetitive, they're consistent, they're ongoing. Second, there's growing international pressure. It is not only the Saudis that are leading the charge for recognition of a Palestinian state at the United Nations this September. It's also the French and the British and other European and Western allies of Israel. By signing on to a temporary ceasefire, Bibi can preclude some of that pressure.
There are also opportunities here. Netanyahu is better positioned against members of his own coalition who have been threatening to leave it if he signs onto that ceasefire, namely, ministers Ben Gvir, Smotrich are in a weaker position right now in the polls that they had been previously. They need him more than he needs them in the lead up to expected parliamentary elections next year.
There's also President Trump and rumors around Washington have it that he will be willing to visit Israel after a stopover in the UK on the 17th to the 19th of September if in fact Bibi finds his way to that temporary ceasefire. And lastly, what Hamas is putting on the table here is an acceptance of the American plan, otherwise known as the Witkoff plan named after the American envoy who tabled it last spring, but couldn't get itself to accept it. So for Bibi not to accept an American plan that he signed off on back in spring is counterintuitive.
So for all those reasons, we think that there will be a temporary ceasefire in September. It's not a total end to the war. It's a 60-day reprieve. Israel can find itself back at war in Gaza, perhaps occupying the entire strip. That will be the negative and brutal scenario. One would hope that diplomacy will find a way and will reign supreme by the end of that 60-day ceasefire.