Day: January 20, 2024

Quit and change course before you lose

A cold-eyed look at the Gaza war is overdue.

During the atrocious October 7 attack on Israel, Hamas killed as many as 1200 civilians, kidnapped over 200, raped an unknown number, and and committed crimes against humanity.

The Hamas attack did not however threaten the existence of the Israeli state, which struck back quickly. The attack was “existential” in the imagination of some Israelis as well as some Palestinians, but not in its real consequences.

The Israeli attack on Gaza has killed upwards of 23,000 Palestinians, 15,000 or so of them civilians and most presumably women and children. Israel has detained thousands and destroyed about half the built structures in Gaza. The International Criminal Court will decide whether Israeli conduct constitutes genocide.

Israel hasn’t lost, but it hasn’t reached its objectives either

The outcome thus far is obviously not to Israel’s advantage. The Israeli attack aimed to destroy Hamas, which Israel had previously helped to finance and sustain, as a military and governing entity. Israel has also aimed to free the hostages. It has so far fallen short of both goals. Hamas has gained support both in Gaza and the West Bank. Nor have the Israelis achieved their secondary objective of releasing the hostages, upwards of 140 of whom remain in captivity.

It will not be easy for Israel to change course. Prime Minister Netanyahu can remain in power only if the war continues. He is resisting international pressure, including from President Biden, to desist. The end of the war will open a political process certain to hold him responsible for the intelligence and military failures that allowed the Hamas attack to be successful.

Other options

A growing number of Israelis favors prioritizing hostage release over destroying Hamas. This could only be achieved in a negotiated exchange with Hamas (and possibly other Palestinian factions in Gaza) for Palestinians detained in Israel. There is no guarantee however that Hamas can or will deliver all the hostages. Nor do the Israelis want to release all their imprisoned Palestinians, at least some of whom are responsible for killing Israeli Jews.

There is little apparent support in Israel for the course President Biden is proposing. He wants steps towards a Palestinian state that would sweeten the deal for the Palestinian Authority. A reformed PA would take over governing Gaza. Biden believes that would incentivize the Arab Gulf monarchies to finance post-war stabilization and reconstration. It would also allow progress on normalization between Saudi Arabia and Israel. The Israelis and Arabs who would support that course are well-intentioned but relatively few.

Some Israelis want to de-populate Gaza as well as the West Bank, claiming both as Israeli territory. This course would be sure to create a permanent threat to Israeli security in Egyptian Sinai. It would also destabilize Jordan, which would have to receive many of the West Bank Palestinians. Jordan’s pro-Western monarchy is vital to Israeli security. Any alternative would likely be far more radical and supportive of the Palestinians, who already constitute more than 50% of Jordan’s population. So forced displacement would be entirely counter-productive. That however doesn’t mean the Israelis won’t try to do it. The settlers and security forces are pressuring some West Banker Palestinians to leave.

What’s most likely?

At some point, the Israelis are likely to accept a ceasefire and try to negotiate a hostage deal. Two questions arise. Will they do so before the destruction in Gaza becomes unfixable? Will Hamas release the hostages and risk Israel re-starting the war thereafter?

Leverage in a negotiation comes from having an alternative to a negotiated solution. The alternative for Israel is to pursue Hamasees it regards as responsible for October 7 by other than conventional military means. Israel could conduct a campaign of targeted air strikes and assassinations. That is not a bad alternative. Doing it soon would maximize the odds of Gulf financing for PA takeover, stabilization, and reconstruction in Gaza.

The alternative for Hamas is to fight on, risking a war of attrition that it might not be able to sustain even if it does serious damage to Israel and PA credibility. Hamas will try to retain at least the Israeli soldiers it has captured, but getting rid of the civilians would increase sustainability. Keeping pregnant women and children captive and alive is not what most fighters want to be doing.

Bottom line

Both Israel and Hamas need to think about quitting and changing course before they lose. The sooner they do it the better. I’d prefer Biden’s two-state option, but the prisoner exchange is the more likely first step. It will be a difficult negotation and likely an incomplete exchange initially. But if it comes with a ceasefire and enhanced humanitarian relief for Gaza’s civilians, it would be a good thing. Certainly better than mass displacement.

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Stevenson’s army, January 20

– NYT says Israel weighs hostage vs. Hamas goals

– Multiple reports on splits in Israeli cabinet: WSJFT ; WaPo

– Biden says 2 state option has various forms

– Fred Kaplan assesses Mideast conflicts

– Russia rejects new arms control talks

– Guardian assesses European political movements

– WaPo assesses new North Korean actions.

– UN report says Sudan RSF is supported by UAE

– ISW assesses long term costs of Ukraine defeat

My SAIS colleague Charlie Stevenson distributes this almost daily news digest of foreign/defense/national security policy to “Stevenson’s army” via Googlegroups. I republish here, with occasional videos of my choice. To get Stevenson’s army by email, send a blank email (no subject or text in the body) to stevensons-army+subscribe@googlegroups.com. You’ll get an email confirming your join request. Click “Join This Group” and follow the instructions to join. Once you have joined, you can adjust your email delivery preferences (if you want every email or a digest of the emails).

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