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Israel's Iron Dome anti-missile system intercepts rockets launched from Lebanon towards Israel over the Israeli Lebanese border, as seen from northern Israel, April 12, 2024.
Iran strikes Israel. How will Netanyahu respond?
On Saturday, Iran launched roughly 300 drones and missiles at Israel in retaliation for Israel’s April 1 bombing of the Iranian consulate in Syria. Some 99% of Iranian projectiles were destroyed by a combination of Israel’s Iron Dome defense system, US firepower, and assistance from Britain, Germany, and reportedly Jordan and Saudi Arabia. Israel suffered minimal damage and no casualties.
The question now is what comes next, for the region, the Israel-Hamas war, Israeli Prime Minister Benjamin Netanyahu, and the world’s great powers?
The region
The slow-motion nature of the attack, which gave Israel and its allies hours to prepare, led some analysts to call itmore symbolic than serious. However, it allowed Iran to gauge Israel’s capabilities, see who would come to the Jewish state’s aid, and learn how other regional powers and groups would respond to an Iranian barrage.
Both Jordan and Saudi Arabia came to Israel’s defense, according to Israeli military intelligence. The two monarchies both have close ties to the US, Jordan shares a border with Israel, and there is no love lost between Iran’s Shi’a fundamentalist government and the Saudi Sunni monarchy and religious authorities.
But according toMasoud Mostajabi, deputy director of the Middle East Programs at the Atlantic Council, “… if tonight's attacks escalate into a wider Israel-Iran conflict, regional actors perceived as defenders of Israel may find themselves targeted and dragged into the regional conflagration.”
What might Israel do?
US President Joe Biden wants Bibi to “take the win” and not retaliate, but Israel could use the attack as a reason to bomb Iran’s nuclear program or other Iranian military installations.
Netanyahu’s cabinet is divided. Hardliners are calling for a tough response, with National Security Minister Itamar Ben Gvir saying Israel should “go crazy.” Netanyahu rival Benny Gantzsaid Israel will “exact a price from Iran in a way and time that suits us.” And Defense Minister Yoav Gallant says Israel has the opportunityto form a strategic alliance with nations, including the United States and Germany.
According to Hebrew-language media reports, the security cabinet has authorized the war cabinet – whose only voting members are Gantz, Netanyahu, and Gallant – to ultimately make the decision. A possible clue to that response came Sunday as Gantz declared that Israel must strengthen the “strategic alliance and the regional cooperation” that allowed it to overcome Iran’s attack.
“Israel is currently weighing options. Strikes on Iran directly are possible, but it appears that the war cabinet is divided over how to respond,” says Eurasia Group analyst Greg Brew. “Bombing Iran in response to Saturday's attack would likely escalate the confrontation and compel Iran to attack again – this time with less warning and stage-managing.”
The Israel-Hamas War and Bibi’s future
Iran has warned that attacks by its allies won’t stop until the war in Gaza ends – but that ending is still nowhere in sight. On Sunday,Hamas rejected the latest proposal for a deal presented a week ago by mediators Qatar, Egypt, and the United States.
According to Eurasia Group and GZERO Media President Ian Bremmer, the Iranian attack is “going to be a big distraction away from the war in Gaza. [This] doesn't mean that Israel suddenly loses its isolation or wins the PR war globally,” he says, “And there's also less pressure for Netanyahu to be forced out domestically in the near future.”
Great powers unite
The US made it clear that it wants no further escalation. Bidenalso told Netanyahu that the US would not participate in any offensive operations against Iran.
The G7 issueda statement affirming their support for Israel and condemning Iran, saying that an uncontrollable regional escalation “must be avoided.” They demanded that Iran and its proxies cease their attacks and “stand ready to take further measures now and in response to further destabilizing initiatives.”
Iransaid a “new equation” in its adversarial relationship with Israel had been opened, and warned of a “much bigger” assault on the country should Netanyahu retaliate to Saturday’s assault.
WhileBremmer does not see this leading to World War III, he says the “potential that this war expands and eventually does drag in the United States and Iran more directly is also going up. ”FILE PHOTO: Donald Trump dancing during the campaign rally for the Republican primary for the 2024 American presidential election. Manchester (NH), USA, January 20, 2024.
For China, Russia, and Israel, patience is a virtue in 2024
In January, Taiwan elected pro-independence candidate William Lai and, despite warnings, China’s response has been restrained, possibly influenced by Beijing’s belief that the leading US presidential candidate may treat Taiwan like a “discarded chess piece.”
That’s what Chinese Taiwan Affairs Office spokesperson Chen Binhua said would happen if Donald Trump won the US election in November after the former president refused to say whether he would defend Taiwan. His comments shook US ally Japan strongly enough that senior Kishida administration officials are reportedly contacting Trump’s camp to warn against cutting any kind of deal with China.
The view from China: The prospect of a friendlier – or at least more transactional – US administration might be good news for cross-strait relations in the short term. There's no point in rocking the boat in a way that might hurt either Trump’s prospects or what trust Beijing has built with the Biden administration over the last year (Joe Biden, after all, could win too).
Beijing isn’t alone in recognizing that a little patience could pay big dividends after November. In an interview with the Wall Street Journal on Sunday, Israeli far-right leader Itamar Ben-Gvir said Israel would have carte blanche under Trump 2.0.
“Instead of giving us his full backing, Biden is busy with humanitarian aid and fuel, which goes to Hamas,” he said. “If Trump [were] in power, the US conduct would be completely different.”
The view from the Kremlin is just as rosy. Former US Ambassador to Russia Michael McFaul has been arguing for months that Vladimir Putin is waiting for Trump to be re-elected to sue for peace in Ukraine because of how destabilizing another dose of Trump will be to NATO. Former US Ambassador to NATO Ivo Daaldermade a similar argument last week. And Trump did tell European Commission President Ursula von der Leyen, “By the way, NATO is dead, and we will leave, we will quit NATO” in 2020.
GZERO also has its eye on North Korean leader Kim Jong Un. He and Trump left it in a bad place after their whirlwind romance in 2018 … but who knows what another love letter might spark?
Israel’s political crisis, explained
What happened, exactly?
Since taking office last December, the far-right coalition led by Israel's Prime Minister Benjamin “Bibi” Netanyahu had been trying to get legislation passed that would give the executive full control of the supreme court’s composition and allow the Knesset (Israel’s parliament) to overturn supreme court rulings with a simple majority.
While many of the reform’s proponents are motivated by a desire to check what they’ve long viewed as an overly activist, liberal, and anti-democratic judiciary, Bibi himself primarily saw it as a means to stay out of prison and in power.
The judicial overhaul was met with unprecedented opposition, with hundreds of thousands of Israelis across the political and social spectrum taking to the streets nationwide for 12 consecutive weeks. Thousands of mission-critical soldiers and reserve forces said they wouldn’t report for duty if the legislation passed, and several diplomats resigned from their posts in protest. The country’s business community and tech sector threatened to paralyze the nation’s economy if the government didn’t recalibrate, with hundreds of international economists, leading banks, credit rating agencies, and even Israel’s central bank chief warning the overhaul would seriously harm the nation’s business and investment climate.
Still, Bibi refused to back down.
The showdown came to a head over the weekend when Bibi summarily fired Yoav Gallant, Israel’s defense minister and a member of his own Likud Party, for publicly warning that the legislation would be detrimental to national security.
Mass spontaneous demonstrations erupted almost immediately across the country. Critically, Israel’s largest labor union, representing nearly a quarter (!) of the total workforce, announced a general strike for the first time in its history, shutting down everything from Ben Gurion Airport to shopping centers, hospitals, universities, local governments, and every McDonald’s in the country (they were … not lovin’ it). This prompted more Likud members to speak out against the bills, raising concerns that they would not get enough votes to pass.
Bibi finally blinked on Monday night, delaying a vote on the legislation until the Knesset’s summer session (which starts after Passover and goes until July) in what he called “a timeout for dialogue.” By Tuesday morning, the trade unions had called off the strike.
And so, the crisis was defused — for now.
Who wins and loses from the suspension?
After three months of ceding no ground despite the damage done to Israel’s social, economic, and military fabric, one could be tempted to see Bibi’s announcement as a climbdown or a concession. It’s not. The pause is a pit stop, a tactical breather to lower tensions and deprive the opposition of momentum that doesn’t commit the government to any genuine concessions in return.
Bibi hasn’t canceled the legislation. On the contrary, he has promised his far-right coalition partners that he will still ram it through, and with his own physical freedom on the line, there’s every reason to believe it’s only a matter of time until he tries again.
His pledge to hold good-faith negotiations with the opposition is made more challenging by his using the same speech to blame the pro-democracy “extremists” for inciting civil strife. There’s nothing to prevent the prime minister from announcing a breakdown in talks at a time of his choosing, leaving the government days away from being able to pass the legislation.
In fact, Bibi’s only material concession was not to the bill’s critics but to the hard right, which got promised a brand-new national guard under the direct command of Israel’s extremist national security minister, Itamar Ben-Gvir, to help tackle rising crime in mixed Jewish-Arab cities. Given the police force’s reluctance to repress pro-democracy protests in recent weeks, a private militia may even prove an asset to Netanyahu when the time comes to push the reform through once and for all.
Would the judicial reforms spell the end of democracy?
A political system as fragmented as Israel’s, where no one party can ever control the government and where coalitions are incredibly hard to put together and even harder to maintain, has an inbuilt structural check on all power: division.
This informal but deeply entrenched check is more binding than the formal check that is separation of powers, and it makes Israel’s democracy more resilient than Hungary’s or Turkey’s. There’s nothing Bibi or anyone can do to change that.
Yes, the proposed overhaul would in theory empower the executive and parliament to constrain the judiciary, but political division would limit how strongly any governing coalition could constrain judiciary independence in practice. In fact, the very reason why the judiciary is so strong in Israel is precisely because of how structurally weak Israeli governments are.
The idea that any one side or leader could suddenly and irreversibly take control of the supreme court, when you have 15 political parties and it’s almost impossible to get a majority to agree on anything and any government can fall apart overnight, begs credulity.
That doesn’t mean the judicial reform is a good idea — it isn’t. Israel’s democracy would take a hit, as would its economy. But it wouldn’t be the catastrophe or “attempted coup” its opponents claim.
What does this all mean for Bibi?
Like Donald Trump, Bibi is a political animal. Unlike Trump, he is an incredibly skilled tactician. These two features have allowed him to hold Israel’s highest office for 15 years despite countless scandals and challenges to his rule, defying all predictions. But he’s neither infallible nor invincible.
Dismissing his defense minister for warning about a potential national security threat — literally in his job description — was a lapse in judgment, prompting trade unions, the entire security apparatus, and some senior members of his party to lose confidence in him. So was attacking patriotic reservists as refuseniks and saboteurs in a country where virtually every citizen serves in the military. He definitely underestimated the degree of popular backlash the judicial overhaul would face.
Are these missteps enough to end his political career?
Perhaps. The Gallant episode has forced some of the more establishment-minded Likud members to see Bibi for who he has become: a man desperate to avoid jail no matter the cost to the nation. More damningly, his Monday “capitulation” is leading the hardliners to start questioning his worth as a partner. For a leader like Bibi, the only thing worse than looking incompetent is looking weak.
True, the government still commands a slim majority in the Knesset, and Bibi will probably manage to keep his fragile coalition together for at least a few more months. But he could easily lose the support of several Likud MPs if the legislation proceeds in the summer as he’s promised the far right, and he could easily lose the far right if he reneges on his promise — or if he can't muster the votes from his own party to get it passed.
To be clear, it’s entirely possible this isn’t the issue that ends the Netanyahu government. But sooner or later, something will break the coalition. And when voters head to the polls next, they will remember that it was Bibi who pushed the country to the brink for personal gain.
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Israelis demonstrate during "Day of Resistance" as Israeli Prime Minister Benjamin Netanyahu's nationalist coalition government presses on with its contentious judicial overhaul, in Tel Aviv, Israel.
What We’re Watching: Chaos in Israel, Franco-British thaw, Trump's deepening legal woes, Biden’s budget battle
Israel’s unraveling
The situation in Israel continued to unravel on Thursday when protesters against the government’s planned judicial overhaul took to the streets in a national “day of resistance.” In a bid to create a balagan (state of chaos), Israelis blocked the Ayalon Highway, a main artery leading to Tel Aviv’s international airport, to try to disrupt PM Benjamin “Bibi” Netanyahu’s planned trip to Rome (he got out)! Indeed, footage shows police using heavy-handed tactics to break up the crowds, but that didn’t appear tough enough for far-right National Security Minister Itamar Ben Gvir, who proceeded to fire the Tel Aviv district commander, decrying police for “not fulfilling my orders.” Israel's attorney general has since ordered the freezing of the police chief's ouster, citing legal concerns. Meanwhile, in a very rare emotional speech, President Isaac Herzog – who holds a mostly ceremonial position and remains above the fray of day-to-day politics – urged the government to ditch the judicial reforms. Crucially, things took a turn for the worse Thursday night when a Palestinian gunman opened fire on gatherers in central Tel Aviv, wounding at least three people. With deepening twin crises at home – a constitutional catastrophe and deteriorating security situation – Bibi is going to have a harder time than ever keeping his discordant far-right coalition intact.
Are French-UK relations back on track?
After years of tension, UK-France relations appear to be on the mend! British PM Rishi Sunak travelled to France on Friday to meet with President Emmanuel Macron for the first summit between the countries in … five years. “It’s the beginning of a beautiful, renewed friendship,” a French diplomat said, which was presumably a dig at former PM Boris Johnson, who butted heads with Macron. What's on the agenda? Maintaining a united front against Russia, post-Brexit fishing rights in the English Channel (see this explainer on the great roe row here) and climate change mitigation. Crucially, they are also focusing on how to tackle an influx of migrants arriving by boat through the English Channel. After Sunak this week unveiled fresh legislation that would ban migrants who enter illegally from applying for asylum, a move broadly condemned as a violation of international law, London confirmed Friday that it will offer Paris a lot of cash to help patrol French beaches, which is where most small boats headed for the UK come from. While this meeting is mostly about showing the world that relations are warm and fuzzy, the timing is still a bit awkward: On Monday, Sunak will appear in San Diego along with President Joe Biden and Australian PM Anthony Albanese to unveil the next stage of the AUKUS agreement, the trilateral security pact that incensed the French who were pushed to the side.
Trump may soon face criminal charges
Is an indictment looming? Manhattan prosecutors offered former President Donald Trump the opportunity to testify before a grand jury that’s looking into his business dealings, including alleged payment of hush money to adult film star Stormy Daniels. The offer to testify – most potential defendants decline – usually signals that an indictment is about to drop. Trump is expected to steer clear of the grand jury, but his lawyers will be fighting in his corner and meeting with the District Attorney’s office in a bid to dodge criminal charges. If they fail, Trump may become the first former US president to face indictment – and the NY-based case could be just the start. District Attorney prosecutors in Georgia are also investigating and expected to bring charges against Trump for alleged interference in the 2020 election, while federal prosecutors are investigating his bid to undermine the election outcome. Whatever happens, No. 45 says he will stay in the 2024 presidential race, and experts say there’s nothing legally barring him from running, even if he’s convicted.
Biden’s budget blast
The US president on Thursday unveiled a $6.8 trillion budget proposal that would beef up the military, protect and expand social programs, and slash the deficit by $3 trillion over the next decade. How? By raising a slew of taxes on wealthier Americans (those who make more than $400 grand a year) and slapping a 25% tax on the wealth of billionaires. The budget as it currently stands has no chance of passing the GOP-controlled House — Speaker Kevin McCarthy immediately slammed the budget as “unserious” — but Biden knows that. The proposal is an opening salvo in what will be a bruising battle with Republicans, who say they want a balanced budget in order to raise the debt ceiling but have yet to produce a viable plan of their own. As Biden eyes 2024, that fiscal fight — in which he’ll highlight his progressive spending priorities — will be one of the cornerstones of his campaign.Bolivian riot police officers clash with demonstrators as protests following the arrest of Santa Cruz governor and right-wing opposition leader Luis Fernando Camacho.
What We’re Watching: Bolivia’s angry farmers, Russia’s response, Bibi’s bumpy beginning
Bolivian farmers vs. the government
Political trouble is brewing in Bolivia. For over a week now, farmers have been blocking roads in and out of the agricultural hub of Santa Cruz after the region's governor, right-wing opposition leader Luis Fernando Camacho, was arrested for his alleged involvement in the 2019 ouster of then-leftist President Evo Morales. Camacho lost the 2020 presidential election to Morales’ protégé Luis Arce, and the two have butted heads ever since. But there's more to it: The protesters also want the national government to carry out a long-delayed census that would give Santa Cruz — a relatively affluent region populated mainly by non-Indigenous Bolivians — more tax revenues and seats in Congress. For his part, Arce says that the farmers are a front for business elites who don't want to share the profits of their lucrative beef and soy exports with poorer metal-producing regions, where the president's Indigenous base resides. So, what might happen next? The protesters won't go home until Camacho goes free, and meanwhile, the standoff is costing Bolivia millions of dollars in lost agricultural trade.
Russian retaliation?
It’s still unclear how many Russian soldiers were killed in the early hours of New Year’s Day by a precision-guided, Ukrainian rocket attack on a Russian barracks in eastern Ukraine. The Russians admit to 89 dead. Ukrainians claim the true number was “about 400.” Either way, Ukraine’s successful attack has dealt another heavy blow to the reputation of Russian commanders. Why, many Russian hawks have wondered publicly, were so many soldiers housed together within range of Ukrainian weapons, particularly the US-made HIMARS guided rocket system? Why was so much combustible (and poorly hidden) ammunition stored so close to their location? Pro-war Russians, active on the social media site Telegram and other communications channels, want answers, and even some Kremlin-aligned lawmakers have called for an investigation. A probe is now underway, and Russian officials on Wednesday pointed fingers at the soldiers' use of banned phones that allowed the enemy to locate them. This story highlights yet again the context in which President Vladimir Putin makes decisions. Since the early days of the invasion, anti-war critics have been jailed for up to 15 years for criticizing the Russian military. But there’s no shortage of pro-war voices calling publicly for the heads of Russian top brass they accuse of incompetence. Putin’s willingness to appease the hawks while imprisoning the doves makes clear which side he sees as the greater threat to his future. That’s why we’re watching to see what hyperdestructive act of retaliation against Ukraine Putin will order to impress those who publicly demand accountability and absolute victory.