The purpose of this post is not to pick any particular side or advocate for any particular action, but to give a back-of-the-napkin analysis of the current situation on the ground in the Middle East and project where it will likely go in the coming days and weeks. My goal is to approach the geopolitics of this conflict from a realist perspective and not let my own biases led to “wishcasting” or “doomcasting,” but these are just my own opinions, and I don’t have any special knowledge of the situation: just what I’ve been following from open source newscasts and political pundits.
What authority do I have to speak on this subject, besides just being a guy on the internet? In 2010, I double-majored in Middle Eastern Studies and Political Science from BYU, but please don’t hold that against me: I’ve since come to realize that most of what I learned in university is a lie, either of commission through the Islamic principle of taqiyya which states that it is morally virtuous for a muslim to lie to a kafir in the service of Islam (and guess where we kafirs have learned everything we think to know about Islam), or a lie of ommission, perpetuated by things like the history of anti-semitism that the American academic establishment studiously chooses to ignore. I also speak and read Arabic, spent a summer living, traveling, and hitchhiking in the Middle East, had two Palestinian roommates in college, and briefly interned as a research assistant in a major K-street foreign policy think tank, though I was fired early for having moral principles.
I’m going to assume that the reader is familiar with the basic history of the Israeli-Palestinian conflict, as well as the events of the past week. The situation on the ground is changing quickly, and the fog of war is certainly beginning to thicken, but my understanding of it is as follows:
Israel is mobilizing an army of several hundred thousand soldiers for a ground invasion of Gaza, while the Israeli air force is striking suspected Hamas targets throughout the Gaza strip. Meanwhile, Hamas continues to launch several hundred missiles per day at Israeli targets, though it appears to be rationing munitions as it prepares for a protracted conflict.
With that said, Hamas is clearly targeting civilians while using their own people as human shields, whereas Israel is targeting Hamas while evacuating civilians from staging areas such as Sderot. That’s an important distinction, not only for moral clarity, but for the war for global public opinion, which is currently the most important aspect of this conflict.
Israel’s five war goals, as stated by PM Netenyaho, are: 1) defeat any terrorists remaining in Israel, 2) launch a massive offensive operation, 3) contain the conflict to Gaza, 4) expand support in the international community, and 5) solidify national unity.
Goal 1 has mostly been achieved, though there are still sporadic reports of gunfights with isloated Hamas terrorists still on Israeli soil. However, the border fence has been secured, and so far as I can tell, no new terrorists are crossing over.
Goal 2 is currently pending. The airstrikes are brutal and ongoing, but the real offensive is going to begin with the ground offensive, which is clearly with days or even hours of beginning. In fact, it may have already begun.
Goal 3 is much more tricky. Hezbollah in the north is reported to have 150,000 rockets aimed at Israel, and has issued statements of solidarity with Hamas. Some skirmishes and artillery exchanges on the northern border have already occured. In addition, Israeli forces have exchanged fire with Syrian forces across the Golan Heights, and just this morning, Israel struck the Damascus airport, preventing a shipment of Iranian arms from entering the conflict zone.
So it seems very unlikely that Israel will achieve goal 3, especially since Hamas’s primary objective right now is likely to draw in other elements from the Arab world. They’re already calling for a general jihad, so it would not surprise me if we see a major escalation across Israel’s other borders. It’s not a question of if, but when.
As for goals 4 and 5, Israel currently appears to be experiencing a level of success that I have not seen since I started studying this conflict. The sheer savagery with which Hamas has raped and murdered women and children has, I believe, strongly shifted sympathies in the West toward Israel. Also, unity among Israelis has also never been higher, by all appearances exceeding the unity I saw here in the US in the days after the 9/11 attacks. However, the situation is very dynamic, and changing by the hour. As the shock and horror of Hamas’s atrocities passes out of the news cycle, I expect that most people in the West will either revert to their prior opinions, or put the conflict out of mind.
In the Arab world, however, I suspect that it’s just the opposite. What Hamas lost in terms of public relations with the west, they have probably gained with most Arabs. Anti-semitism runs deep throughout the entire Arab world, and the proportion of Arabs who view Jews as non-people is probably as high or higher than the proportion of Germans who did so in the years leading up to WWII. But the blow to Israel’s reputation for invincibility has now been shattered by Hamas, which now makes this conflict an existential one for both parties. If Hamas survives the conflict with any capability to prosecute terrorist attacks, that reputation will be permanently shattered, inspiring thousands of other Arabs to take up arms until Israel dies by a thousand cuts. Therefore, Israel must eradicate Hamas completely before the war expands to other fronts, and the tide of global opinion turns against Israel as images of dead and wounded Palestinians drowns out the images we’ve already seen of raped and murdered Israelis.
I suspect that Hezbollah is waiting until Israel commits itself to a ground offensive in Gaza before they open a second front in the north. That will be the time when Israel is weakest, especially if they’ve already spent most of their munitions on Gaza. That’s probably why Israel hasn’t launched the ground offensive already. Will Israel launch a pre-emptive strike against southern Lebanon, the way they did against Egypt, Syria, and Jordan in the ’67 war? The biggest risks with that are 1) a failure or partial success that commits too many forces to the north, before Hamas has been sufficiently defeated, and 2) losing the public relations battle, which is already guaranteed to happen eventually, given the steps they must take with the ground invasion of Gaza.
When—not if, but when—the northern front to this war opens up, Syria and Lebanon will almost certainly be drawn into the conflict. Jordan and Egypt will likely try to stay out of it for as long as they can, since among the Arab states, they are more closely aligned with the West than they are with Iran. Until this summer, Saudi Arabia was also aligned against Iran, but that began to shift when both countries joined the BRICS alliance. Saudi Arabia has also been making overtures with China, who appears to be siding tacitly with the Palestinians against NATO and the West.
Will Iran be drawn into this conflict? If it becomes protracted, almost certainly yes. I suspect they will enter it by launching a surprise attack on a US aircraft carrier, either with a drone, or with a Russian hypersonic missile. If they can sink a US aircraft carrier, that would be a major blow to our own military reputation, which would represent a tremendous victory in itself. Based on what we’ve seen in Ukraine about the effectiveness of drones in modern warfare, our Cold War-era aircraft carriers could prove to be as big of a liability as the Maginot Line, when the history of WWIII is written. But I’m getting ahead of myself.
The way to prevent Iran from being drawn into this conflict is to eradicate Hamas swiftly and completely, bringing the war to a decisive close before the Iranians have fully mobilized. But Hamas is deeply entrenched, having used the billions of dollars of foreign aid they’ve received over the years to prepare for exactly this eventuality. So the Gaza offensive is like to strike fast and hard, without much regard for civilians such as we’ve seen from Israel in the past. Because of how this will shock global opinion, Israel has only a narrow window in which to carry it out.
In other words, this Hamas-Israel war is not likely to turn into a long, drawn out war of attrition, such as we’ve seen the Russo-Ukrainian war become. It’s also not likely to become a frozen conflict anytime soon. As for a ceasefire, that’s just not in the cards; the stakes for both sides are too existential, and the window in which Israel has to act is just too narrow. It’s going to be brutal.
But here’s the problem from the American perspective: our economy is so strained, and our fuel and weapons stockpiles are already so depleted that if we send too much military aid to Israel, we risk giving China an opening to attempt an invasion of Taiwan. If we don’t aid Israel, however, and that northern front opens up before Israel has eliminated Hamas, then the odds of this spiraling into a regional war begin to approach 100%. We can try to deter Iran by sending in more aircraft carriers, but to what degree have those military platforms become liabilities instead of assets, given how technology has changed the nature of war? It only took about a dozen well-placed bombs to sink four of Japan’s aircraft carriers in the Battle of Midway. How many cheap Iranian drones will it take to sink one of ours? But if we take the neocon path, that opens up China to take Taiwan, or Russia to bleed us out in Ukraine and precipitate the collapse of NATO, which appears to be their ultimate goal.
And then there’s the situation on our southern border, which has been completely overrun. How many terrorist cells have already come over, and become embedded in our territory? How many of them will be activated if the Israeli-Hamas war expands, as it almost certainly will? Will a Hamas-style terrorist attack on American soil strengthen our resolve, or shatter it?
Given these realities, I’m having a hard time seeing how we avoid WWIII—if indeed, it hasn’t broken out already. The battle lines will probably be drawn between US/NATO and the BRICS alliance, since the financial/economic divisions appear to be aligned with the geopolitical ones. And with all the financial and geopolitical blunders we’ve made since the pandemic, it appears that we’ve set ourselves up for exactly this scenario. Seriously—if I’d written all this as a novel, with our southern border overrun, our strategic petroleum reserves depleted, our shamefully disastrous pullout from Afghanistan, a hot proxy war with Russia depleting our military reserves, and the botched pandemic response and lockdowns driving massive inflation and a supply chain collapse, it would have rightfully been panned as a trash. And yet, this is the clown world we currently find ourselves in.
Before WWIII goes nuclear, I expect it will go cyber. I have no idea what that will look like, but it’s probably best to prepare for extended power blackouts and loss of basic infrastructure. Also, if I were China or Russia, when this conflict does go nuclear I would strike the US with a barrage of high altitude EMPs and watch the Americans eat each other. That would certainly force the troops to go home.
How do we prevent any of these scenarios from unfolding? The only way that I can see is for Israel to destroy Hamas before Christmas—but even that isn’t a guarantee, if we become so overextended that China decides to take Taiwan as a result. So if WWIII hasn’t indeed already started, I think we will almost certainly be in WWIII before Christmas.
If you’re smarter than me, please tell me how I’m wrong.
It’s all in God’s hands.