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An Israel analyst’s best- and worst-case scenarios for the new right-wing government

(JTA) — The recent Israeli elections, the fifth in less than four years, returned Benjamin Netanyahu to the driver’s seat for the third time.

The twice and future prime minister appears able to cobble together a coalition that has been called the most right-wing in Israeli history. It will include three far-right and two haredi Orthodox parties, and his partners include the far-right Religious Zionism party and its leader Bezalel Smotrich, who has sucessfully pushed for a heavier hand in controlling Israeli policies in the West Bank; Itamar Ben-Gvir, head of the extremist Otzma Yehudit party, who is due to head a new National Security Ministry that will be given authority over Border Police in the West Bank; and far-right Knesset member Avi Maoz, whose Noam party campaigned on a homophobic and anti-pluralistic platform.

These developments have cheered the American Jewish right, which has long called for Israel to consolidate its power in — if not outright annex — the disputed territories of the West Bank that are home to 480,000 Israeli settlers and 2.7 million Palestinians, of whom 220,000 live in East Jerusalem. 

For Jews on the center and left, however, the results have prompted anxiety. If the two-state solution has long looked out of reach, many were at least hoping Israel would stay on a centrist path and maintain the status quo until Israelis and Palestinians seem ready for their long-delayed divorce. American Jewish leaders are worried — privately and in public — that Jewish support for Israel will erode further than it has if Jews become convinced Israel doesn’t share their democratic and pluralistic values.

I spoke this past week about these issues and more with Michael Koplow, the chief policy officer of the Israel Policy Forum and a senior research fellow of the Kogod Research Center at the Shalom Hartman Institute of North America. The IPF supports a viable two-state solution, and Koplow acknowledges that he agrees with “almost nothing that I’m going to see from this Israeli government.” But he remains one of the most articulate analysts I know of the high stakes on all sides. 

Our conversation was presented as a Zoom event sponsored by Congregation Beth Sholom, my own synagogue in Teaneck, New Jersey. The transcript below has been edited for length and clarity

Jewish Telegraphic Agency: What are the far right’s big asks, and what might we expect to see going forward? 

Michael Koplow: There are a few issues that are really coming to the fore. The first is judicial reform. There’s a longstanding complaint among the Israeli right that the Israeli Supreme Court is perceived to be left-leaning — the mirror image of what we have here in the United States. Secondly, the Supreme Court is perceived by many Israelis to be an undemocratic institution, because it is an appointed body. In Israel, you have a selection committee for the Supreme Court that is actually composed mostly of sitting Supreme Court justices and members of the Israeli Bar Association. A common complaint is that the Knesset is a democratic body selected by the people and it’s hampered by this undemocratic body that gets to dictate to the Knesset what is legal and what is not.

And so for a long time on the Israeli right there has been a call to have a bill passed that would allow the Knesset to override Supreme Court decisions. At the moment, there’s no recourse. The ultra-Orthodox parties in Israel have long sought exemptions for haredi Israelis to serve in the IDF and the Supreme Court has consistently ruled that ultra-Orthodox members of Israeli society can’t get a blanket exemption. A Supreme Court override bill would allow the Knesset to exempt the ultra-Orthodox from serving in the IDF. For the more right-wing nationalist parties, particularly Religious Zionism, the Israeli Supreme Court has ruled on multiple occasions that settlements cannot be established on private Palestinian land in the West Bank. Their main interest in a Supreme Court override is so that they can pass laws that will effectively allow settlements anywhere in [the West Bank’s Israeli-controlled] Area C, whether it’s state land or private Palestinian land.

Is Netanyahu interested for these same reasons?

Netanyahu is to a lesser extent interested in these things, but right now he’s on trial for three different counts, all for fraud and breach of trust, which is the crime that Israeli politicians get charged with in matters of corruption. He’s also in trouble for bribery. One of the things that he wants to do is to pass something called the “French law,” which would bar sitting Israeli prime ministers from being investigated and indicted. And in order to do that, he almost certainly will have to get around the Supreme Court.

The second thing that I think we can expect to see from this prospective coalition has to do with the West Bank. In late 2019 and early 2020, there was a lot of talk in the Israeli political sphere about either applying sovereignty to the West Bank or annexing the West Bank. This happened also in conjunction with the release of the Trump plan in January 2020, which envisioned upfront 30% of the West Bank being annexed to Israel. 

This all got shelved in the summer of 2020, with the Abraham Accords, when the Emirati ambassador to the United States wrote an op-ed where he said to Israelis, “You can have normalization with the UAE or you can have annexation, but you can’t have both.” Israelis overwhelmingly wanted normalization versus West Bank annexation. Between 10% and 15% of Israeli Jews want annexation, so this annexation plan was dropped. In the new coalition, annexation is back, but it’s back in a different way. Bezalel Smotrich is a particularly smart and savvy politician, and understands that if you talk about annexation or application of sovereignty on day one, he’d likely run into some of the same problems — from the United States and potentially from other countries in the region. And so the way they’re going about it now is by instituting a piecemeal plan that will add up to what is effectively annexation. 

How would that work?

For starters, there is a plan to legalize illegal Israeli settlements, and when I say illegal, I mean illegal under Israeli law. There are 127 settlements in the West Bank that are legal under Israeli law, because they had been built on what is called state land inside of the West Bank, and because they’ve gone through the planning and permitting process. In addition, there are about 205 illegal Israeli outposts and illegal Israeli farms, containing somewhere between 25,000 and 30,000 Israelis. And what makes them illegal under Israeli law is that they were all built without any type of Israeli government approval. In many of these cases, they’re also built on private Palestinian land. 

The first part of this plan is to legalize retroactively these illegal outposts. The coalition agreement that has already been signed between Likud and Religious Zionism, Smotrich’s party, calls for, within 60 days of the formation of the government, the state paying for water and electricity to these illegal outposts. I should note there already is water and electricity to these illegal outposts, but it’s paid for by the regional settlement councils. This would have water and electricity paid for by the Israeli government, and then within a year to retroactively legalize all of them. That’s step number one. 

Step number two has to do with the legal settlements inside the West Bank. There is a body called the Civil Administration, which is the body that is in charge of all construction for both Israelis and Palestinians in Area C, the 60% of the West Bank that is controlled entirely by Israel. As part of the agreement between Likud and Religious Zionism, Smotrich is going to be finance minister, but also appointed as a junior minister in the Defense Ministry, and he will control the Civil Administration and will be in charge of all settlement construction in the West Bank. He will also have the power to decide whether Palestinians can build in Area C and whether Palestinian structures in Area C that were built without a permit can be demolished. And so this will almost certainly be increasing at a very rapid rate. The Supreme Planning Committee that plans West Bank settlement construction normally would meet about four times a year, and under the [current] Bennett/Lapid government it only met twice, but Smotrich said in the past that he would like to convene it every single month. So the pace of settlement construction is almost certainly going to grow at a pretty rapid pace. 

What will Itamar Ben-Gvir, an acolyte of Meir Kahane, the American rabbi barred from Israel’s parliament in the 1980s because of his racism, gain in the government?

Itamar Ben-Gvir is the head of Otzma Yehudit, the Jewish supremacist party that now has six seats in the Knesset. As part of his negotiations with Netanyahu, he is going to be appointed to a new position known as the “national security minister,” which is currently called the public security minister, but they’ve increased its powers and renamed it. They’ve also given this new ministry control over the West Bank border police, who operate in the West Bank. And they’re also giving this minister power over the police that normally belongs to the police commissioner. And so Ben-Gvir, who I should note has seven criminal convictions on his record, including one for support of a terrorist organization and incitement to racism, is going to be the minister who’s in charge of the police — not only inside of Israel, but he’ll be in charge of the police who operate in the West Bank and who operate on the Temple Mount. 

Michael Koplow is the chief policy officer of the Israel Policy Forum and a senior research fellow of the Kogod Research Center at the Shalom Hartman Institute of North America. (Courtesy IPF)

And this is important because Ben-Gvir is one of the figures in Israel who has talked a lot about changing the status quo on the Temple Mount, probably the most sensitive spot in the entire world, and certainly the most sensitive spot anywhere between the Jordan River and the Mediterranean Sea. Which is why Israeli governments, including very right-wing governments, have not changed the status quo [allowing Jews to enter the Muslim-administered mount, but pray there], certainly not formally. He’s also talked about increasing his own visits to the Temple Mount. 

And he’s also talked about changing the rules of engagement for Israeli police, whereby they would be allowed to shoot anybody on sight, for instance, who’s holding a stone or holding a Molotov cocktail. Right now the current rules of engagement are that people like that can only be shot if they present an imminent and serious threat to a soldier or police. Changing that is certainly going to have an effect on relations between Israelis and Palestinians and likely lead to the types of clashes we’ve seen in Jerusalem over the past few years.  

This is all very good news for folks who want to solidify Israeli control in the West Bank. It’s not such good news for people who support more autonomy for the Palestinians and certainly support the two-state solution — and I think I can include the Israel Policy Forum in the latter camp. I want to hear your thoughts on what you’ve called the best-case scenarios and the worst-case scenarios, and on where Netanyahu fits in.

When I say best-case scenario, I mean in terms of preserving the status quo, because a best-case scenario where you’d actually have an agreement between Israelis and Palestinians is nowhere. It’s not in any conceivable future. 

I think the best-case scenario would be that Netanyahu understands Israel’s place in the international system and he understands how issues inside the West Bank impact Israel’s foreign relations. This is somebody who has served as Israeli prime minister longer than anybody else. He was prime minister when the Abraham Accords came into being, and that accomplishment is rightfully his. Netanyahu understands these factors and has a long history of being very cautious as prime minister. He’s not a prime minister that uses force. He’s not a prime minister under whom Israel has undertaken any major military operations outside of Gaza. I think that it’s not unreasonable to think that his history of relative caution isn’t just going to go away. And that means doing things to make sure that the fundamental situation in the West Bank doesn’t get overturned. 

Netanyahu is operating in a political context in which his voters and voters for the other parties in his coalition do expect some real radical changes. Interestingly, however, part of this agreement with Religious Zionism is that everything has to be approved by [Netanyahu], and so there will be a mechanism for Netanyahu to slow some things down. I think that there is a situation in which he lets things proceed at an increased pace, but doesn’t do anything to really fundamentally alter the status of the West Bank. 

I also think that voters voted for Religious Zionism and Otzma Yehudit not because they’re looking for big, massive changes in the West Bank or an explosion in settlement construction, but because they were voting on law and order issues. Many Israelis are still very shell-shocked, literally and figuratively, by the events of May 2021, particularly the riots that broke out in mixed Israeli cities. And despite the fact that Itamar Ben-Gvir was blamed by the police commissioner at the time for instigating some of the violence in mixed cities, he ran a very effective campaign where he said, “Vote for me and effectively I will restore order.”

That leads to the reasonable best-case scenario of plenty of things happening that will cause friction with the United States and plenty of things that will cause friction with the Palestinians, but nothing that can necessarily be undone by a different government down the road. 

And the worst-case scenario, from your perspective?

The worst-case scenario is all of these things that Smotrich, in particular, wants to carry out leads to the collapse of the Palestinian Authority. Based on my own experience in the West Bank in recent months, the Palestinian Authority has fundamentally lost control of much of the northern West Bank. In many places they have chosen not to engage in many ways. They effectively operate in and around Ramallah, and have a token presence in other spots, but don’t really have the power to enforce law and order. They’re under enormous political strain.

As a very quick refresher, the West Bank is divided into three areas, A, B and C. In theory, Area A is supposed to be entirely under the PA control and where you have between 1.3 and 1.5 million Palestinians. If the Palestinian Authority collapses, that means that Israel must go in and literally be the day to day governor and mayor of Area A and all its cities, providing services to 1.3 million Palestinians. It means acting as traffic cops, dealing with all sorts of housing and construction and literally everything that municipal governments do that Israel has not done in Area A in almost 30 years. 

Does Israel even have that capability?

The standard is that 55% of all active-duty IDF soldiers are currently stationed in the West Bank. If the Palestinian Authority collapses it’s not hyperbole to say that every single active-duty IDF soldier will have to be stationed in the West Bank just to run things, just to maintain basic law and order. That means not having IDF soldiers on the border with Egypt, on the borders with Syria and Lebanon. It will effectively have turned into nothing but a full-time occupation force. And that’s Option A.

Option B is that Israel elects not to do that. And then Hamas or Islamic Jihad steps into the vacuum, and they become the new government in the West Bank. And at that point, everything that you have in Gaza, you have in the West Bank, except for the fact that the West Bank is a much larger territory. It cannot be sealed off completely. This is literally the nightmare scenario not only for Israeli security officials, but for Israeli civilians. And that’s even before we talk about the impact that will have on terrorism and violence inside of Israeli cities inside the green line, let alone what happens in the West Bank. 

The United States and the European Union, and the U.N., presumably, won’t stand idly by through a lot of these changes. What leverage do they have and can they use to maintain the status quo?

The U.S. and E.U. are going to have some pretty clear, very well-defined red lines. I think it’s reasonable to expect that the Biden administration and many members of Congress will put the formal declaration of annexation as a red line. The same goes for European countries. But certainly the Biden administration doesn’t want to be in a position where they are getting into constant fights with the Israeli government. The administration rightly views Israel as an ally and an important partner and wants to maintain military and security and intelligence cooperation with Israel in the region. All those things benefit U.S. foreign policy. This is not an administration and certainly there isn’t support in Congress for things like conditioning security assistance to Israel or placing new usage restrictions on the type of weapons that we sell to Israel. And so there isn’t a huge amount of leverage in that department. 

But I do think we’re going to see more diplomatic and political-type measures. People remember the controversy that ensued in December 2016 at the United Nations when the Obama administration abstained from a Security Council resolution on Israeli settlements. I think that if some of these measures go ahead, on the Israeli side, there’s a good chance that we will see the United States once again abstain from some measures in the Security Council. At the moment, the Israeli government has been working very hard to get the United States to help with [thwarting] investigations into Israeli activity in the West Bank in the International Criminal Court and the International Court of Justice. I think that those sorts of things become a lot harder if Israel has fundamentally changed the status of the situation in the West Bank. 

There are probably all sorts of trade relationships with the European Union that may be at risk. One big factor here is the other states in the region, the Abraham Accords states. There’s reason to think that they may act as a check on the Israeli government, given the popularity of normalization among Israelis, and given the fact that the UAE was the party that really stepped in and prevented annexation from taking place in the summer of 2020. In a country like Saudi Arabia, where you have a population of between 25 and 30 million, or Iraq or Kuwait, [the far right’s agenda] makes normalizing relations with those countries very, very difficult, if not impossible, and it’s possible that Netanyahu will use that also as a way to try and appeal to some of his coalition partners. 

Another outside partner is Diaspora Jewry. A vocal minority of American Jewry supports the right-wing government, but a majority would support a two-state solution. They connect to Israel with what they see as a shared sense of democracy and liberal values. Does Netanyahu and his coalition partners think at all about them and their concerns? Do those Diaspora Jews have any leverage at all in terms of moderating any of these trends?

The short answer is not really. The parties in a prospective coalition are not ones that historically have cared very much about the relationship with the Diaspora. Haredi parties are not concerned about the erosion of liberal values inside of Israel or the situation in the West Bank for the most part. And parties like Religious Zionism and Otzma Yehudit really don’t care what American Jewry thinks about much of anything. We’ve already seen demands in some of these coalition agreements to amend the Law of Return, where right now, anybody who has one Jewish grandparent is eligible to be an Israeli citizen. These parties have been requesting that it be amended so that you are only eligible if you are halachically Jewish, meaning you have a Jewish mother [or have converted formally].

North American Jewry is a real asset to the State of Israel given its role traditionally in supporting the state economically and politically. And yet over the past decade and a half there have been repeated comments [among Israeli politicians, including Netanyahu’s ambassador to the United States, Ron Dermer] that it’s more important to be making inroads with evangelical Christians than with North American Jews, given the politics of evangelical Christians and given their size.

Many American Jews, particularly from the Reform and Conservative denominations, have already been angry that Israel doesn’t fully recognize the authenticity of non-Orthodox Judaism, and that an agreement to create a permanent egalitarian prayer space at the Western Wall has been repeatedly shelved under pressure from Israel’s religious right.   

We are in for a tough time in terms of Diaspora-Israel relations. You know, it’s not just about the issues that have been on the table over the past few years that have been disappointing to Diaspora Jewry, whether it be the Western Wall arrangement, whether it be recognition of Conservative and Reform Judaism inside of Israel, whether it be things like the Law of Return, which now seems to be under threat. In general, this question of values, which has been a big deal, is going to be even more front and center. Many American Jews have looked at Israel and thought of it as a place that shares liberal values with the United States. To some extent, that’s been historically accurate. But that picture, whether it’s accurate or not, is going to be under incredible strain.

What about within Israel? Are there any countervailing powers that might moderate the far right — professional military leadership, major business leaders, other opinion-makers outside the political process?

Thankfully, there is no history of IDF leadership interfering in the political decisions of elected civilian leaders in Israel. I hope that will continue. The way the security establishment has generally dealt with these sorts of things is by presenting a united front when they speak to the political leadership and give their opinions and advice and warnings about what might happen. They tend to be very savvy at leaking those opinions to the media. I’m certain that that sort of thing will continue. We already saw some discord over the past week between IDF leadership and some of the members of the prospective new coalition over disciplinary measures that were taken against soldiers who were serving in Hebron, one of whom punched a [Palestinian] protester, another who verbally assaulted a protester. And that can be a moderating influence, but I actually do not expect to see the military leadership stepping in any way in preventing something that the government may want to do. 

The biggest check will be Israelis themselves. There was something else interesting that happened [last] week: Avi Maoz, who was the single member of Knesset from Noam, which is one of these three very, very radical right-wing parties, was appointed as a deputy minister in the prime minister’s office, and he was given control over effectively everything in education that is not part of the core curriculum and Israeli schools — like culture and Jewish identity issues. And that led to a revolt from Israeli mayors. You’ve had over 100 mayors of over 100 municipalities signing a letter saying that they are not going to be bound by Maoz’s dictates on curriculum. And this includes right-wing cities. I think that the most effective check is going to be government overreach, which leads to a backlash like this among Israeli citizens and among Israeli politicians who are not members of Knesset. 

We’ve covered a lot of ground. Is there something we haven’t touched upon?

It’s really important that people don’t look at what’s taking place in Israel, throw up their hands and say, “You know, there’s nothing we can do to change this and Israelis are increasingly uninterested in what we think and so we’re going to disengage.” To my mind, the relationship that American Jews have to Israel is too important to just throw up our hands and say it doesn’t matter. 

If we take American Jewish identity seriously, and we take the American Jewish project seriously, we have to think about two things. First, how we build an American Jewish identity that’s uniquely American. But second, how we preserve some sort of relationship with Israel, even when we see things coming from Israel that don’t speak to our Jewish values. We’re living in a time where we have an independent Jewish state with Jewish sovereignty in the Jewish homeland. This is a historical anomaly. If we turn our backs on that, despite all of the difficulties, it really would be a tragedy and catastrophic for American Jewish identity. 

If you don’t like what you see going on in Israel, try to figure out what your relationship with Israel will look like and how to have a productive one. And that doesn’t have to mean supporting everything the Israeli government does. I consider myself you know, somebody who is a strong Zionist, strongly pro-Israel. It’s a place that I love. I agree with almost nothing that I’m going to see from this Israeli government. But I’m still able to have a strong, meaningful relationship with the State of Israel, and I hope that people are able to do the same, irrespective of the day-to-day of Israeli politics.


The post An Israel analyst’s best- and worst-case scenarios for the new right-wing government appeared first on Jewish Telegraphic Agency.

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Iran Rounds Up Thousands in Mass Arrest Campaign After Crushing Unrest

A billboard with a picture of Iran’s flag, on a building in Tehran, Iran, Jan. 24, 2026. Photo: Majid Asgaripour/WANA (West Asia News Agency) via REUTERS

Plainclothes Iranian security forces have rounded up thousands of people in a campaign of mass arrests and intimidation to deter further protests after crushing the bloodiest unrest since the 1979 Islamic Revolution, sources told Reuters.

Modest protests that began last month in Tehran’s Grand Bazaar over economic hardship unleashed long-suppressed wider grievances and swiftly escalated into the gravest existential threat to Iran‘s Shi’ite theocracy in nearly five decades, with protesters commonly calling for ruling clerics to step down.

Authorities cut internet access and stifled the unrest with overwhelming force that killed thousands, according to rights groups. Tehran blames “armed terrorists” linked to Israel and the United States for the violence.

Within days, plainclothes security forces launched a campaign of widespread arrests accompanied by an intensified street presence based around checkpoints, according to five activists who spoke on condition of anonymity from inside Iran.

They said detainees had been placed in secret lockups.

“They are arresting everyone,” one of the activists said. “No one knows where they are being taken or where they are being held. With these arrests and threats, they are trying to inject fear into society.”

Similar accounts were given to Reuters by lawyers, medics, witnesses, and two Iranian officials speaking on condition of anonymity to avoid retribution by security services.

They said the roundups appeared aimed at preventing any serious revival of protests by spreading fear just as the clerical establishment faces rising external pressure.

Uncertainty over the possibility of military action against the Islamic Republic has lingered since US President Donald Trump said last week that an “armada” was heading toward the country but that he hoped he would not have to use it.

On Wednesday, however, he doubled down on his threats by demanding Iran negotiate curbs on its nuclear program, warning that any future US attack would be “far worse” than one day of airstrikes last June on three nuclear sites.

Multiple Western and Middle Eastern sources told Reuters this week that Trump is weighing options against Iran that include targeted strikes on security forces and leaders to inspire protesters, although Israeli and Arab officials said air power alone would not topple the clerical establishment.

ROUNDED UP FOR PROTESTS IN PREVIOUS YEARS

One of the activists said security forces were detaining not only people accused of involvement in the latest unrest but also those arrested during protests in previous years, “even if they had not participated this time, plus members of their families.”

The latest death toll compiled by the US-based HRANA rights group stands at 6,373 – 5,993 protesters, 214 security personnel, 113 under-18s, and 53 bystanders. Arrests stand at 42,486, according to HRANA, which is investigating an additional nearly 20,000 possible deaths.

Several media outlets have reported the death toll could exceed 30,000 citing sources inside Iran.

Judiciary officials have warned that “those committing sabotage, burning public property, and involved in armed clashes with security forces” could face death sentences.

The UN human rights office told Reuters on Thursday it understood that the number of detainees was very high and they were at risk of torture and unfair trials. Mai Soto, the UN Special Rapporteur on Iran, said the thousands of detainees included doctors and health-care workers.

UNOFFICIAL DETENTION CENTERS, THOUSANDS OF ARRESTS

Two Iranian officials, speaking on condition of anonymity, confirmed to Reuters that thousands of arrests had been carried out in the past few days.

They said many detainees were being held in unofficial detention sites, “including warehouses and other improvised locations,” and the judiciary was acting quickly to process cases.

Iranian authorities declined to comment publicly on the number of arrests, or say where the detainees were being held. Authorities said on Jan. 21 that 3,117 were killed in the unrest, including 2,427 civilians and security personnel.

Amnesty International reported on Jan. 23 that “sweeping arbitrary detentions, enforced disappearances, bans on gatherings, and attacks to silence families of victims mark the suffocating militarization imposed in Iran by the Islamic Republic’s authorities in the aftermath of protest massacres.”

Arrests are continuing across the sprawling country, from small towns to the capital, witnesses and activists said.

“They arrested my brother and my cousin a few days ago,” said a resident of northwestern Iran who asked not to be named.

“They stormed our home in plainclothes, searched the entire house, and took all the laptops and mobile phones. They warned us that if we make this public, they will arrest all of us.”

FAMILIES FRANTIC OVER MISSING YOUNG PEOPLE

More than 60% of Iran‘s 92 million people are under the age of 30. Although the latest protests were snuffed out, clerical rulers will eventually risk more demonstrations if the heavy repression persists, according to rights activists.

Three Iranian lawyers told Reuters that dozens of families had approached them in recent days seeking help for relatives who had been detained.

“Many families are coming to us asking for legal assistance for their detained children,” one lawyer said. “Some of those arrested are under 18 – boys and girls.”

Human rights groups have long said Iranian security organs use informal detention sites during periods of serious unrest, holding detainees without access to lawyers or family members for extended periods.

Five doctors told Reuters that protesters wounded during protests had been removed from hospitals by security forces and dozens of doctors had been summoned by authorities or warned against helping injured demonstrators.

Prison authorities denied holding wounded protesters.

Families of five detainees said the lack of information about their whereabouts itself had become a form of punishment.

“We don’t know where they are, whether they are still alive, or when we’ll see them,” said an Iranian man whose daughter was rounded up. “They took my child as if they were arresting a terrorist.”

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Israeli Parliament Gives Initial Approval for 2026 Budget, Averting Snap Election for Now

Israeli Prime Minister Benjamin Netanyahu attends a session of the Knesset, Israel’s parliament, in Jerusalem, Jan. 26, 2026. Photo: REUTERS/Ronen Zvulun

Israel‘s parliament gave initial approval to the 2026 state budget draft on Thursday, handing Prime Minister Benjamin Netanyahu a temporary political reprieve by averting the immediate prospect of an early election.

Lawmakers voted 62-55 in favor of the spending plan, which totals 662 billion shekels ($214.43 billion), excluding debt servicing, and sets a budget deficit ceiling of 3.9% of gross domestic product this year.

The budget, as well as an accompanying economic plan, still faces a difficult path to final approval amid deepening polarization within Netanyahu’s governing coalition. Under Israeli law, the budget must be passed by the end of March or parliament would automatically dissolve, triggering a snap election.

Tensions inside the coalition have simmered for more than two years, fueled by disagreements over the war in Gaza, the ceasefire reached in October that halted the fighting, and demands by ultra-Orthodox Jewish parties for legislation exempting religious seminary students from mandatory military service.

Some ultra-Orthodox lawmakers did not vote in favor of the budget since a military conscription bill has not yet been approved.

Netanyahu’s other right-wing coalition partners – as well as opposition parties – argue that ultra-Orthodox men must share the burden of military service, particularly after two years of fighting in Gaza and Lebanon in which nearly 1,000 Israeli soldiers were killed.

($1 = 3.0872 shekels)

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Trump Weighs Iran Strikes to Inspire Renewed Protests, Sources Say

US President Donald Trump delivers a speech on energy and the economy, in Clive, Iowa, US, Jan. 27, 2026. Photo: REUTERS/Kevin Lamarque

US President Donald Trump is weighing options against Iran that include targeted strikes on security forces and leaders to inspire protesters, multiple sources said, even as Israeli and Arab officials said air power alone would not topple the clerical rulers.

Two US sources familiar with the discussions said Trump wanted to create conditions for “regime change” after a crackdown crushed a nationwide protest movement earlier this month, killing thousands of people.

To do so, he was looking at options to hit commanders and institutions Washington holds responsible for the violence, to give protesters the confidence that they could overrun government and security buildings, they said. Trump has not yet made a final decision on a course of action including whether to take the military path, one of the sources and a US official said.

The second US source said the options being discussed by Trump‘s aides also included a much larger strike intended to have lasting impact, possibly against the ballistic missiles that can reach US allies in the Middle East or its nuclear enrichment programs. Iran has been unwilling to negotiate restrictions on the missiles, which it sees as its only deterrence against Israel, the first source said.

The arrival of a US aircraft carrier and supporting warships in the Middle East this week has expanded Trump‘s capabilities to potentially take military action, after he repeatedly threatened intervention over Iran‘s crackdown.

The US Navy sent an additional warship to the Middle East, a US official told Reuters on Thursday. The official, who was speaking on the condition of anonymity, said the USS Delbert D. Black had entered the region in the past 48 hours. This brings the number of destroyers in the Middle East to six, along with the aircraft carrier and three other littoral combat ships. The additional warship in the region was first reported by CBS News.

Reuters spoke to more than a dozen people for this account of the high-stakes deliberations over Washington’s next moves regarding Iran. Four Arab officials, three Western diplomats, and a senior Western source whose governments were briefed on the discussions said they were concerned that instead of bringing people onto the streets, US strikes could weaken a movement already in shock after the bloodiest repression by authorities since the 1979 Islamic Revolution.

Alex Vatanka, director of the Iran Program at the Middle East Institute, said that without large-scale military defections Iran‘s protests remained “heroic but outgunned.”

The sources in this story requested anonymity to talk about sensitive matters. Iran‘s foreign office, the US Department of Defense, and the White House did not respond to requests for comment. The Israeli Prime Minister’s office declined to comment.

Trump urged Iran on Wednesday to come to the table and make a deal on nuclear weapons, warning that any future US attack would be “far worse” than a June bombing campaign against three nuclear sites. He described the ships in the region as an “armada” sailing to Iran.

A senior Iranian official told Reuters that Iran was “preparing itself for a military confrontation, while at the same time making use of diplomatic channels.” However, Washington was not showing openness to diplomacy, the official said. The US official said the current weakness of the regime encouraged Trump to apply pressure and seek a deal on denuclearization.

Iran, which says its nuclear program is civilian, was ready for dialogue “based on mutual respect and interests” but would defend itself “like never before” if pushed, Iran‘s mission to the United Nations said in a post on X on Wednesday.

Trump has not publicly detailed what he is looking for in any deal. His administration’s previous negotiating points have included banning Iran from independently enriching uranium and restrictions on long-range ballistic missiles and on Tehran’s already-weakened network of armed proxies in the Middle East.

LIMITS OF AIR POWER

A senior Israeli official with direct knowledge of planning between Israel and the United States said Israel does not believe airstrikes alone can topple the Islamic Republic, if that is Washington’s goal.

“If you’re going to topple the regime, you have to put boots on the ground,” he told Reuters, noting that even if the United States killed Supreme Leader Ayatollah Ali Khamenei, Iran would “have a new leader that will replace him.”

Only a combination of external pressure and an organized domestic opposition could shift Iran’s political trajectory, the official said.

The Israeli official said Iran’s leadership had been weakened by the unrest but remained firmly in control despite the ongoing deep economic crisis that sparked the protests.

Multiple US intelligence reports reached a similar conclusion, that the conditions that led to the protests were still in place, weakening the government, but without major fractures, two people familiar with the matter said.

The Western source said they believed Trump‘s goal appeared to be to engineer a change in leadership, rather than “topple the regime,” an outcome that would be similar to Venezuela, where US intervention replaced the president without a wholesale change of government. During a US Senate hearing about Venezuela on Wednesday, US Secretary of State Marco Rubio said “the hope” was for a similar transition if Khamenei were to fall, although he recognized that the situation in Iran was far more complex. The US official said it was unclear who would take over if Khamenei were out of power.

Israel’s military intelligence chief, General Shlomi Binder, held talks on Iran with senior officials at the Pentagon, the CIA, and the White House on Tuesday and Wednesday, a source familiar with the matter said. Axios reported that he shared intelligence on possible Iranian targets.

Khamenei has publicly acknowledged several thousand deaths during the protests. He blamed the unrest on the United States, Israel and what he called “seditionists.”

U.S.-based rights group HRANA has put the unrest-related death toll at 5,937, including 214 security personnel, while official figures put the death toll at 3,117. Reuters has been unable to independently verify the numbers.

Several media outlets have reported the death toll could exceed 30,000 citing sources inside Iran.

KHAMENEI RETAINS CONTROL BUT LESS VISIBLE

At 86, Khamenei has retreated from daily governance, reduced public appearances, and is believed to be residing in secure locations after Israeli strikes last year decimated many of Iran’s senior military leaders, regional officials said.

Day-to-day management has shifted to figures aligned with the Islamic Revolutionary Guard Corps (IRGC), including senior adviser Ali Larijani, they said. The powerful Guards dominate Iran‘s security network and big parts of the economy.

However, Khamenei retains final authority over war, succession, and nuclear strategy – meaning political change is very difficult until he exits the scene, they said. Iran‘s foreign ministry did not respond to questions about Khamenei.

In Washington and Jerusalem, some officials have argued that a transition in Iran could break the nuclear deadlock and eventually open the door to more cooperative ties with the West, two of the Western diplomats said.

But, they cautioned, there is no clear successor to Khamenei. In that vacuum, the Arab officials and diplomats said they believe the IRGC could take over, entrenching hardline rule, deepening the nuclear standoff and regional tensions.

Any successor seen as emerging under foreign pressure would be rejected and could strengthen, not weaken the IRGC, the official said.

Across the region, from the Gulf to Turkey, officials say they favor containment over collapse – not out of sympathy for Tehran, but out of fear that turmoil inside a nation of 90 million, riven by sectarian and ethnic fault lines, could unleash instability far beyond Iran‘s borders.

A fractured Iran could spiral into civil war as happened after the 2003 US invasion of Iraq, two of the Western diplomats warned, unleashing an influx of refugees, fueling Islamist militancy, and disrupting oil flows through the Strait of Hormuz, a global energy chokepoint.

The gravest risk, analyst Vatanka warned, is fragmentation into “early-stage Syria,” with rival units and provinces fighting for territory and resources.

REGIONAL BLOWBACK

Gulf states – long‑time US allies and hosts to major American bases – fear they would be the first targets for Iranian retaliation that could include Iranian missiles or drone attacks from the Tehran-aligned Houthis in Yemen.

Saudi Arabia, Qatar, Oman, and Egypt have lobbied Washington against a strike on Iran. Saudi Crown Prince Mohammed bin Salman has told Iranian President Masoud Pezeshkian that Riyadh will not allow its airspace or territory to be used for military actions against Tehran.

“The United States may pull the trigger,” one of the Arab sources said, “but it will not live with the consequences. We will.”

Saudi Defense Minister Prince Khalid bin Salman was in Washington this week for meetings with US officials focused on Iran, according to a source familiar with the discussions.

A batch of 1,000 drones was received by the various branches of the Iranian army, semi-official Tasnim news agency reported on Thursday, amid growing tensions.

“In accordance with the threats ahead, the army maintains and enhances its strategic advantages for rapid combat and imposing a crushing response against any aggressor,” the army‘s Commander-in-Chief Amir Hatami said.

Mohannad Hajj-Ali of the Carnegie Middle East Center said the US deployments suggest planning has shifted from a single strike to something more sustained, driven by a belief in Washington and Jerusalem that Iran could rebuild its missile capabilities and eventually weaponize its enriched uranium.

The most likely outcome is a “grinding erosion – elite defections, economic paralysis, contested succession – that frays the system until it snaps,” analyst Vatanka said.

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