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Why the US is sending aid to Ukraine, Israel, and Taiwan
Ian Bremmer's Quick Take: Hi, everybody. Ian Bremmer here. And a Quick Take to kick off your week. A big $90 billion package that has been approved by the US House of Representatives, going through the Senate shortly after months of debate and, all of the package, all three major pieces of it, have some significant, complicated features.
First of all, the biggest piece for Ukraine, $60 billion, massive military support.
They had been in danger of losing significant more territory. This certainly shores them up. It helps the Ukrainians. It makes the Europeans panic less, but, you know, can they longer term hold on? What is the end game? The Ukrainians are, of course, running short not just of material to fight, but also air defense capabilities and, critically, people, soldiers. It's much harder for them to get people for the front lines than it is for the authoritarian, and much larger populated Russia. And so, the intention is that the Ukrainians don't fall apart, but of course, longer term, the idea that the US will continue to be able to provide 60 billion in support year after year. Certainly not true if Trump becomes president, probably not true if Biden wins a second term. What you really want to do is try to find a way to get them in a better position so that negotiations, inevitably, that need to occur with Russia, can be more productive and more constructive from the Ukrainian side, from the European side, from the NATO side. The US kick the can on this last year when the Americans, were in much better position supporting Ukraine. Now it's harder. Always is the case is that you think that things are going to get better. You don't feel like taking the political risk and as a consequence you extend and pretend. And now they're in a worse position. So I'm glad that the money came through. I'm glad the Ukrainians, are still fighting courageously and want to fight courageously. But of course, longer term, this war leads to some degree of partition where the Ukrainians are losing their land.
Israel, closest ally of the United States in the Middle East. Some 17 billion in military support for Israel, also some 9 billion in humanitarian aid in Gaza in this plan.
But, of course, increasingly, the United States does not support Israel continuing to fight against Hamas in Gaza. They want to see a lot more protection for Palestinian civilians, which the Israelis have been reluctant to put in place. They don't want to see a ground offensive into Rafah. Over a million Palestinians shelter in there. The Israelis are fully intent on continuing with that, proceeding with it. They did want to see a cease-fire that was linked directly to a hostage release. Now, increasingly, the US is talking about those two things as critical but delinked. And at the same time as the US is providing all this money, you have sanctions being placed by the United States on battalions of the Israeli Defense Forces engaged in human rights violations. This shows just how impossible this position is for President Biden to maneuver domestically, not to mention internationally. The US is overwhelmingly, the one country that is most supportive of Israel. Biden is overwhelmingly the political leader that is most supportive of Israel. But most of his constituents are not. And this is absolutely going to hurt him, even though it's a foreign policy issue and they don't usually play that heavily in recent decades in the election coming up in November. And you’ll see it, of course, across campuses all over the country, including my own at Columbia.
And then finally Taiwan. And this is in a sense the least controversial, because everyone on the Democratic and Republican side pretty much supports more support for Taiwan, is opposed to China. It's very easy to get lots of legislation that makes life more difficult for China. At the same time, though, the long term strategy of the United States is to make Taiwan less important, less important for the Americans in making sure that semiconductor production, moves from Taiwan to the United States, to other allies, not just a few miles off of the mainland Chinese coast, but also export controls that prevent the Chinese from getting advanced semiconductors from Taiwan as well. In other words, the big US strategy is not just arming the Taiwanese and helping them defend themselves, but also making Taiwan fundamentally less important to mainland China. and one of the main reasons that the Chinese would not be interested in attacking Taiwan long term or squeezing them hard economically long term, is because they're so indispensable to the Chinese economy. This is not going to be the case long term.
In all three of these areas, you've got the United States with friends, but they are less aligned with strategically than they are tactically. And that means that this money that we see going forward is all about kicking the can on short term gains that make sense politically for the US right now. But long term do not resolve the challenges that exist for the US with these countries.
That's it for me and I'll talk to you all real soon.
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Israel attacks Iran
Ian Bremmer's Quick Take: Hi, everybody. Ian Bremmer here and a Quick Take on the latest in the Middle East crisis. And things actually looking a little bit more stable today than they have over the past couple of weeks. And that is some very welcome news.
The headlines, of course, that the Iranians have been hit by Israel, though no one is saying that Israel has admitted to doing it, in the town of Isfahan. Clearly, military targets and the Iranians trying to knock down those missiles coming over. But this was a significantly more restrained attack than what the Israelis did to kick off this crisis, which was attack an Iranian government building in Damascus and target and assassinate a senior Iranian leader. That led to the Iranian response that we saw over the weekend, which was a significant and serious one, with a few hundred missiles and drones. And now we are in the escalatory portion of the cycle.
The United States said very clearly to Israel, “We're going to help defend you no matter what. We don't want any offensive strikes against Iran. Take the win.” The fact that they said that meant that it was very, very likely that they were going to do something, but that something was going to be restrained, where if the Americans said, “Hey, just take it easy, don't do anything big,” then they’d end up doing something bigger, right? And you give them an inch, they take two inches. This is the way these things work. And it was coordinated with the United States. The US was not involved directly in the military strikes, but they knew it was coming. They had that cooperation, communication from Israel, which was important because the US had to be in position in case the Iranians decided that they were going to strike real time in response to Israel. The Americans were going to help the Israelis defend themselves yet again.
Now, the big question here is not, “Do the Iranians respond in a big way?” They don't. They've already signaled that that's not the intention. You've seen them downplaying the nature of these strikes on Iranian state media. So, this crisis, this proximate crisis between Israel and Iran is now in the rearview mirror. But going forward, what's the likelihood that we can stabilize this war, which is now well beyond just a matter of Israel versus Hamas?
One thing that makes me a little bit more positive is the fact that Bibi Netanyahu is himself in a little more secure position domestically. What do you mean, makes you more positive? Does that mean he's going to last longer? Yes. But it also means he doesn't necessarily have to go ahead with massive strikes against Hamas in Rafah, killing lots of civilians. Or eventually against Hezbollah, pushing them back so that almost 100,000 Israeli citizens can get back to the north. If he wanted to take a win and show that he now has, you know, a historical legacy of leading Israel in defending against an unprecedented strike from Iran, with strong support from the Americans, from the Brits, from the Jordanians, from the Saudis, this is the opportunity that could create Saudi normalization with Israel. This is the opportunity that could create a peace deal that the Palestinians would have some form of governance over the West Bank and Gaza together.
That's the opportunity that comes from this, precisely because Israel domestically now has a leader that doesn't have to look over his shoulder every moment. But the strong effort by Netanyahu, at least as of today, is to still go ahead with these Rafah strikes. You've got the battalions on the ground. You want to use them, you want to take out, these Hamas leaders, irrespective of the civilian cost. And that continues to be very popular among the entire population of Israel as well.
So, when I think about the next couple of weeks, I think that you're not going to get a breakthrough deal on hostages with Hamas, and that means that the fighting only stops if there's a broader agreement. And that broader agreement requires that the Israeli war cabinet is willing to stand down and not continue their war on the ground in Gaza. And in return, has a broader agreement with the Americans, with the Gulf states, and ultimately with a path forward for the Palestinians. Most people around the world would welcome, would love to see that. Getting the Israelis from here to there, especially when you are surrounded by enemies that consider you, to be, illegitimate as a country and refuse to recognize your right to exist, that makes it a lot harder. So that's where we are. But some breathing space for now. The mood in the United States, certainly better than it was at any point over the last week and a half, and that's a good thing.
That's it for me. I'll talk to you all real soon.
Iran’s attack on Israel, explained
On April 13, Iran launched hundreds of drones and missiles from its own territory in its first-ever direct, attributable attack against Israel, thrusting the long-simmering shadow war between the two regional foes into the light.
This show of force reflects a dramatic shift in strategy from Tehran, which had previously relied exclusively on its proxies to target Israel. The inflection point was Israel’s bombing of the Iranian consulate in Damascus on April 1, which killed the senior-most Iranian military leader in Syria and was compared to an attack “on Iranian soil” – a bright red line for the Islamic Republic. So from Iran’s perspective, it was Israel that crossed the rubicon first. Last weekend’s attack was a proportional response in that view – and a measured one at that.
Does that hold up? What comes next? And what does it all mean?
Iran’s not-so-escalatory escalation
On one hand, last weekend’s attack was dangerous and provocative, posing the first serious external threat to Israel’s security since Saddam Hussein fired Scud missiles at the Jewish state in 1991 and heightening the deep sense of existential insecurity Israelis have felt since Oct. 7. Had any sensitive military targets been hit or Israelis killed, we would now be looking at direct war between Iran and Israel, likely also involving the United States. Not World War III, but a major regional war.
On the other hand, the fact that we aren’t currently in that scenario means that the attack could have been a heck of a lot worse. That it wasn’t was mostly by design (the other bit was luck): Iran telegraphed its attack well in advance both publicly and through backchannels with several regional powers to minimize the damage and prevent an escalatory response. The heads-up given to the United States via Iraq and Turkey – and the use of low-altitude, slow-moving drones that could be seen coming from literally 1,000 miles away – allowed Israel and its partners ample time to pre-position their military assets and intercept nearly all Iranian projectiles (as well as get Israeli citizens into bomb shelters, out of harm’s way). As a result, of the roughly 170 drones, 120 ballistic missiles, and 30 cruise missiles that Iran launched, 99% were shot down, most before they could reach Israeli airspace. All of them were aimed at military rather than civilian targets.
The advance notice, as well as the choice of targets and weaponry, suggest that Iran deliberately calibrated the strike to limit casualties and keep a lid on potential retaliation. That’s why Iran refrained from using Hezbollah and attacking US forces throughout the region. It’s also why it announced that no further (direct) attacks would be forthcoming and it considered the matter closed as long as the Israelis took it on the chin.
Incidentally, this is exactly the same playbook the US used to respond to the Iranian proxy attacks that killed three American servicemembers in Jordan at the end of January. The Biden administration didn’t want to start a shooting war with Iran (for obvious reasons), so they waited four days to hit back and gave a heads-up to Tehran via Iraq so the Iranians could get their forces out of the area, while cautioning them that next time there would be direct consequences and no such forewarning.
In both cases, if the US and Iran had wanted to seriously escalate, they could have. But the goal wasn’t to escalate – it was to reset the bar on deterrence and relieve domestic pressure in response to a provocation while preventing damage that would bring the conflict into a wide-scale regional war.
None of this means that this was an easy balance for Tehran to strike (no pun intended) in practice. Despite all the calibration and telegraphing that went into the attack, it was still a risky gamble, with lots of room for accidents and miscalculation. Some drones or missiles could have evaded defenses and found their targets. Israeli soldiers or civilians could have died. The US would have treated a successful Iranian strike on Israeli soil as an attack on itself and responded accordingly. The risk of a shooting war with America was not zero, and the Iranians were willing to live with that.
What will Israel do next?
The ball is now in Israel’s court. Israel needs to respond somehow to signal that this type of attack won’t be tolerated in the future, but it is up to war cabinet members Prime Minister Benjamin Netanyahu, Defense Minister Yoav Gallant, and opposition leader Benny Gantz to decide exactly when, where, and how to strike back, weighing the benefits of retaliation against the risk of provoking further escalation and alienating Israel’s allies.
Domestic views are currently split between revenge and restraint. The far right is pushing for a strong, immediate, and direct strike on Iranian soil that would likely require US cooperation but that Washington wants nothing to do with, as it would compel Tehran to counterattack and dramatically expand the conflict. Netanyahu wouldn’t mind a war with Iran that draws the US in and extends his time in office, but Gantz and Gallant prefer a more calibrated and strategic response that the US can get behind – one that allows Israel to build a strong anti-Iran alliance and maintain robust US defense support without precipitating a regionwide conflict.
For its part, the Biden administration is working overtime to persuade the Israeli government to opt for a more muted response. Here, the critical role the US played in helping Israel counter the Iranian attack will probably give it enough leverage to succeed where it has previously failed in Gaza.
My bet is that the Israelis will give in to US influence, take the win, and refrain from an escalatory response at this time – meaning no major direct strikes on Iranian territory (for now at least). Of course, that doesn’t mean they’ll sit on their hands. At a minimum, they will hit Iranian proxies and Iranian assets outside Iran. They might even carry out covert and non-kinetic attacks within Iran, such as cyber or sabotage, on an opportunistic basis. These are the kinds of responses that Tehran will be willing to absorb without derailing the current de-escalatory path.
The danger: I could be wrong and the Israelis could overreact as they have consistently since Oct. 7, choosing to directly and overtly strike the Iranian homeland or take out high-value IRGC targets against America’s advice and their own best interests. Such actions would likely cross the Islamic Republic’s red lines and trigger an immediate escalatory response that could quickly spiral into a major war.
What it means
Even assuming cooler heads prevail in Jerusalem and Iran-Israel tensions stay in a de-escalatory phase, last weekend’s attack will have long-lasting implications.
First, Netanyahu’s domestic standing has improved on the back of Israel’s successful defense against an unprecedented Iranian threat in a united front with the US and other allies. This increases the embattled prime minister’s political breathing room and will prolong his time in office. Classic Bibi.
Second, the attack has pushed the war in Gaza off the front pages, as international focus has shifted toward averting regional war and away from the humanitarian crisis in the Strip. As a result, there is less pressure for Israel to compromise with Hamas on a cease-fire deal. At the same time, an Israeli ground operation in Rafah has become more likely, as the Biden administration is now principally focused on getting Israel to limit its escalation against Iran. The biggest losers, as always, will be Palestinian civilians.
Third, the attack is a political liability for US President Joe Biden, who will pay the price for any further escalation of the conflict but now lacks domestic political space to publicly criticize Israel’s actions and can only offer “ironclad” support going forward. Biden’s best hope going into the November election is to dissuade Netanyahu from expanding the conflict, lest he be blamed for presiding over yet another major war. But if he pushes too far in trying to constrain Israel, he’ll be blamed for abandoning a key US ally most voters still support (despite Gaza). Damned if he does, damned if he doesn’t.
Finally, Israeli and Iranian deterrence has eroded as both sides have crossed each other’s red lines, dropped long-standing strategic restraint policies, and raised the threshold for future responses. Iran has no plans to stop supporting its proxies in the region, and Israel has no plans to stop targeting said proxies (including Hamas in Gaza). So while Israel and Iran may have narrowly avoided major war over the weekend, the likelihood that further tit-for-tat strikes spiral into a broader regional war is increasing. The longer-term trajectory of this conflict is still expansionary. Sorry about that.
Iran attacks Israel
Ian Bremmer's Quick Take: Hi, everybody. Ian Bremmer here, and a Quick Take on a Sunday, which usually means something is not going well, and that is certainly the case in the Middle East, where you had unprecedented strikes by Iran and its proxies against Israel.
Now, on the one hand, clearly a very dangerous thing to do, on the other hand, could have been a hell of a lot worse. What do I mean by that? Well, it is not World War III. Americans warned Iran not to hit the United States, and the Iranians gave a heads-up, days in advance, through a number of actors, most importantly through Iraq. This reminds me very much of after the American servicemen and women, three were killed in Jordan, by an Iranian proxy. The Americans did not want a war to break out with the Iranians directly, waited about a week, gave a heads up through Iraq, of the kind of attack that the Americans were planning, waited four days, gave the Iranians a chance to basically prepare and get their own forces out, and warned them that if this were to happen again, there would be direct consequences, a direct strike on Iran itself.
In this case, you had the Iranian heads-up that gave the Americans and allies time to pre-position, to provide diplomatic support, both publicly and privately, to the Israelis. Send the head of CENTCOM to Israel, say that American support for Israel was ironclad, help ensure that the Israelis would be able to most effectively defend itself against the coming Iranian attack. That was, on the one hand, a really big deal by the Iranians that was meant to be a maximal display of force and a minimum likelihood of casualties. But still, there was a significant possibility of accident, that you could have a risk that would lead to a war directly between Iran and Israel. Something that the Americans desperately wanted to avoid because it would bring the US in. It would spike oil prices. It would probably mean the end of Biden's, potential of a second presidency. And it, of course, would also mean that Iran was going to get hit massively by the United States and Israel, something they wanted to avoid.
We saw hundreds of drones and ballistic missiles, many from proxies, but many from Iran itself, over 99% of which were taken down. And they were aimed solely at military targets in Israel. So again, lots of effort to try to reduce the risk but the potential that you would have had a number get through, accidentally hitting civilians or having significant military hit, that was a risk that the Iranians were prepared to take. So, it's a big deal, it’s a clear escalation, and it is certainly an effort by the Iranians to say, that if this is to happen again, that the likelihood that there will be a major war between Iran and Israel come what may, is very real. And the Iranians also said, and they said this before the missiles even hit their targets, or in the case of the vast majority of them were intercepted, said through the United Nations mission that this was directly in retaliation for the Israeli strike against an Iranian leader in Damascus, and that the matter, from Iran's perspective, should be considered closed.
In other words, no further attacks were coming. So, trying to in a sense, you know, reduce the likelihood of further escalation, in advance. And clearly, all of that kept the United States from responding directly. So, the US strategy here is do everything possible to show that you will get massive support for Israeli defense and national security in the event of an attack, any attack, but also to try to put maximum constraint on the Israeli government against a response directly against Iran, and that the Americans don't want to support Israel if they were to engage in offensive attacks against Iran at this point.
What are the Israelis going to do? I mean, the hope for the United States is that while Prime Minister Netanyahu wants to do more and suck the United States into a broader war against Iran, that he is going to be constrained from doing so. In part because he was so successful, they now have a major victory on their belt under his watch, being able to defend the Israeli people completely in response to an unprecedented Iranian attack. And there's also going to be a big distraction away from the war in Gaza. Doesn't mean that Israel suddenly loses its isolation or wins the PR war globally, I think that's certainly not going to happen, but, there's less pressure on the Israelis, on the prime minister, in terms of Gaza right now as a consequence of what Iran has done. And there's also less pressure for Netanyahu to be forced out domestically in the near, in the immediate future.
Further, if he were to try to go considerably farther than Benny Gantz wants to, and the war cabinet wants to, in a response against Iran, then Netanyahu risks that they would bolt from the war cabinet and that his government would then fall apart. That's certainly a proximate risk that contains what the Israelis are likely to do. I don't think they'll sit on their hands and do nothing. At the very least, I think there'll be more significant strikes against Iranian proxies in the coming days. And the Israelis will also continue to engage in strikes against Iranian targets as they see them, as is opportune, in proxy states going forward. This is the problem, of course, is that, even though you have averted major escalation in a very dangerous period over the weekend, the Israelis and the Iranians haven't accomplished anything to stabilize their relationship longer-term.
Israel has shown that they are capable of taking out Iranian leaders in Syria, and Iran can't defend them. Iran has no intention of suddenly leaving those proxies to fend for themselves. And further, the likelihood that Israel now gets a breakthrough agreement on hostage release by Hamas, and that leads to a ceasefire, has gone down, at least in the near-term. The other side of that is the likelihood that the Israelis proceed with at least some form of ground attack into Rafah, which the Americans have warned them not to, also has gone up.
So the Hamas war with Israel is nowhere close to ending, the likelihood of continued Palestinian civilian casualties continues to grow, and the potential for further military engagement, both vis-a-vis proxies, including the Houthis in the Red Sea, the fact that the Iranians have also boarded an Israeli linked vessel in the Red Sea and that there is no effective deterrent in place right now between Israel and Iran, despite all sorts of other actors not wanting this to expand into a broader war, that all makes the Middle East right now, more dangerous.
So, I mean, none of us know, what the next shoe is going to be to drop. But if you are looking ahead over the next, let's say, six months, a couple things I think you can say. First, it is more likely that the present Israeli government is going to be in place for longer, and that the war in Gaza is going to continue without a serious effort at stabilization, or at least not one that's consequential.
That's problematic for Biden as you look ahead to the election in November. The potential that this war expands and eventually does drag in the United States and Iran more directly, is also going up. It's not imminent but it is certainly reasonably plausible, and the guardrails on that war are becoming, they are eroding as both sides are taking shots against each other.
So, a dangerous environment. A second war that is not going the way the Americans or anyone else in the world would like it to. And that's how we're kicking off our week.
That's it for me and I'll talk to you all real soon.
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Iran launches ballistic missiles at Israel in revenge attack
Late Saturday, Tehran launched ballistic and cruise missiles toward Israel as part of a retaliatory attack for the recent Israeli strike on Iran’s consulate in Damascus that killed top Iranian commanders.
IDF Spokesman Daniel Hagari said early Sunday that more than 200 different rockets, including drones and ballistic and cruise missiles, were launched at Israel, with Israeli defenses and partners having intercepted the vast majority. More than 100 drones were intercepted with help from Jordan, the US, and the UK.
More worrying are ballistic missiles. While Israel’s missile defense systems can target them, an attack involving both drones and missiles makes it more likely that some of the Iranian weapons could hit their targets. Medics said shrapnel from one interception injured a girl in the Negev, and Hagari said other impacts had damaged infrastructure at a military base in southern Israel.
There have been fears of an escalation of regional violence ever since Hamas attacked Israel on Oct. 7, 2023, with flareups along the Lebanese border and attacks by Hezbollah and other Iran-backed proxies in the region.
Saturday’s move comes just days after US President Joe Biden warned that Iran was threatening a “significant attack” against Israel. At the time, he promised Washington’s “ironclad” support to Israel, and the US notably has a large number of troops in the region.
Many have feared that a direct attack by Iran could put the entire region at risk. Israel’s top diplomat, Israel Katz, warned earlier this week that “If Iran attacks from its territory, Israel will react and attack in Iran.”
But the Iranian attack may have ended just as quickly as it started. The Permanent Mission of the Islamic Republic of Iran to the United Nations tweeted that Saturday’s move by Tehran was in response to the “Zionist regime’s aggression against our diplomatic premises in Damascus” and that “The matter can be deemed concluded.”
Ian Bremmer, the president of GZERO Media and Eurasia Group, says this signals that Iran is sending a “strong message that [the] attack is limited” and it's “looking to avoid war with Israel or the United States.”
Who's winning the Israel-Palestine information war?
To fully grasp why the Gaza war remains so far from a peaceful resolution, you need to understand the codependency between Israel's Far Right and Hamas. So says Pulitzer Prize-winning New York Times columnist Thomas L. Friedman on "GZERO World."
Watch full episode here: How the Israel-Gaza war could end - if Netanyahu wants it to
Catch GZERO World with Ian Bremmer every week on US public television (check local listings) and online.
What would an Israel-Palestine solution look like?
Imagine if it were possible. What would a post-war Palestinian resolution to the Gaza conflict actually look like? Pulitzer Prize-winning New York Times columnist Thomas L Friedman games that out for Ian Bremmer on GZERO World.
Friedman breaks it down. "Two stages. First stage is the UAE, Egypt and Jordan agree to send troops to Gaza to provide security in a transition after Israel would pull back with American logistical help." Friedman also lays out what the Palestinians themselves would have to do to ensure an enduring peace. "And the thing that the Palestinians would do is I believe reconvene the PLO, the umbrella, the sole legitimate organization, which means the umbrella organization to legitimate to nominate a Palestinian government of technocrats."Watch full episode here: How the Israel-Gaza war could end - if Netanyahu wants it to
Catch GZERO World with Ian Bremmer every week on US public television (check local listings) and online.
How the Israel-Gaza war could end - if Netanyahu wants it to
How close is the Gaza war to ending? “Nowhere” says Pulitzer-prize winning author and New York Times columnist Thomas L. Friedman. In a wide-ranging interview with Ian Bremmer on GZERO World, Friedman games out a possible resolution to the war (as far-fetched as it may seem right now) and explains why both Israeli Prime Minister Netanyahu and Hamas are obstacles to peace. Key to understanding this, Friedman says, is grasping the “codependency” that Netanyahu and Hamas share.
"Netanyahu always understood that... having a strong Hamas in Gaza is the best way to ensure a weak Palestinian Authority in the West Bank.” And even if he wanted to find a peaceful resolution to the conflict, Friedman explains, Netanyahu is paralyzed to do so because of his own precarious political position. “He is hostage to a Far Right in his coalition that has told him... progress toward a unified Palestinian position is a no-go, we'll throw you out of power."
Friedman and Ian also talk about how the US-Israel relationship is as tense as it has ever been. As Ian explains early in the episode, “The Biden administration is losing patience with its closest ally in the Middle East." And yet, the flow of weaponry and money to Jerusalem from Washington remains unabated. It's clear that the path to peace remains elusive. The voices of moderation and diplomacy are more critical than ever, Friedman says. But in the meantime, all signs point to more bloodshed and a new generation of Israelis and Palestinians who will grow up hating each other.