Jul. 17th, 2006

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There was some major confusion a couple of hours ago. First, an Israel Defense Forces (IDF) spokesman told the wire services that Israeli troops had entered southern Lebanon. Then IDF officials denied it. Then it was announced that bulldozers had gone in and had been withdrawn. We went from thinking the invasion had begun to that it hadn't to "what in the world is going on?"

Our best guess at the moment is that the bulldozers went in to clear mines and other obstacles prior to the main body of Israeli forces crossing over tonight. Another explanation might be that this was a probe designed to draw Hezbollah fire. The Israelis are clearly worried that Hezbollah has obtained advanced weaponry from Iran via the sea and Syria. They don't seem to be sure what has arrived and what has deployed with Hezbollah forces, but they don't want to push across the border only to have their armor caught in a hail of advanced anti-tank missiles or trapped by advanced anti-tank mines. There also could be an element of psychological warfare in this confusion. Hezbollah knows Israel is coming but doesn't know when -- and Israel wants to rattle its fighters as much as possible.

All of this is possible, but the fact is that major Israeli forces have not crossed the border into Lebanon as of afternoon July 17, local time. The Israelis did announce they were calling up a reserve division over the weekend. Meanwhile, Israeli aircraft are continuing intense operations over Lebanon. More Hezbollah rockets started hitting Israel after daybreak July 17. This obviously creates some urgency for the Israelis. The airstrikes have not succeeded in shutting down rockets that can reach as far as Haifa, and the Israelis have acknowledged that Tel Aviv is at risk as well. Therefore, where we have expected Israel to move as soon as possible, it has not yet committed forces on the ground.

One explanation could be that the Israelis simply are not ready to move yet. Deploying a force suitable for the mission takes time. The call-up of the reserve division by headquarters indicates that this is to be a substantial operation. The Israelis might not want ground forces to go until they are completely ready, and thus are prepared to absorb the additional hours or days of missile attack to make sure the attack is decisive.

A second possible explanation is that although the Israelis have lost any element of strategic surprise -- Hezbollah certainly knows they are coming -- they are hoping for some tactical surprise. The longer they delay, the less certain and more weary Hezbollah becomes. It is not clear, however, whether the advantage tied to any possibility of tactical surprise is worth the incoming missiles.

Third, it could be that the air campaign is not yet complete. Israel, like the United States, likes to shape the battlefield by running extensive air campaigns. There could be too many targets for such a campaign to have run its course yet, or the targets might be more robust than expected. The Israelis could be hunting for the longer-range missiles that Hezbollah has, fearing that an invasion before these are destroyed would invite a launch at Tel Aviv -- something they don't want to see.

Yet another reason for the delay might be something that Russian President Vladimir Putin hinted at July 16, when he said Russians had been negotiating for the release of the three kidnapped Israeli soldiers and that he did not feel the negotiations had been unsuccessful. Israel does want the soldiers returned. But while Hamas might consider releasing the captives in its custody, it is hard to believe Hezbollah would -- not if, after releasing them, Hezbollah would still face attacks.

There is massive diplomacy under way, and Israel is doing well. Not only is the United States lining up with Israel, but the sense at the G-8 summit in St. Petersburg, Russia, was much less hostile to Israel than normal. In addition, both the Saudis and Egyptians have made it clear that they hold Hezbollah responsible for what has happened. Given this, it is not inconceivable that some diplomatic process is actually moving forward.

The problem with that scenario is that any diplomatic settlement to the crisis not only would preserve Hezbollah in some way, but would depend on Hezbollah implementing an agreement. The Israelis see the situation that has erupted in recent days as a rare opportunity to deal with Hezbollah, and they have no trust in diplomatic arrangements or their enforcement by mediators. They do want their soldiers back, but not at the risk of leaving Hezbollah in place.

The fighting is hardly tapering off. Israel's aircraft are ranging over Lebanon, a blockade is in place, and Hezbollah is firing at northern Israel quite effectively. Israel will not willingly leave Hezbollah in place while it has such capabilities. The Israelis might leave all this to airpower, but the fact is that the Israeli army has no confidence in the air force's ability to definitively destroy Hezbollah. The view is that, in the end, they will have to go in on the ground.

It is interesting to note, however, that the United States is being surprisingly relaxed about getting American citizens out of Beirut. Obviously, it can't get everyone out, but unlike other countries, the United States has been slow to move, in spite of the obvious risk of hostage-taking. U.S. Embassy officials in Beirut seem to be acting as if they have more time -- and certainly the United States knows if and when Israel is going to invade.

Our view is this: Israel will not accept the bombardment that is under way. Any cease-fire, from the Israeli point of view, would simply be a postponement of the issue. Prime Minister Ehud Olmert's government does not have the political freedom for action that a cease-fire requires. There is rare consensus in Israel that Hezbollah must be attacked. If Olmert settles for a diplomatic solution, he will have serious problems in the Knesset.

Therefore, it follows that the most likely explanation for the delay in a ground assault is that the Israelis are going to take some more time in deploying their forces at the border, allow the air campaign to continue for another day or two, accept the civilian casualties from Hezbollah's rockets and strike back some time this week. But with those rockets coming in, they don't have that many days to wait. Israel's government is not fractious. There is no sense of unease about the situation. Therefore, we have to stay with the view that a broader ground attack is likely early this week.
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There is increasing discussion of a cease-fire between Israel and Lebanon. French Prime Minister Dominic de Villepin is in Beirut to discuss it. The Israelis say they are talking to the Italians about it, and even the Iranians have said that they favor a cease-fire. Iranian Foreign Minister Manouchehr Mottaki said today, "A reasonable and just solution must be found to end this crisis. A cease-fire and then a swap is achievable." That is quite a distance for the Iranians to have gone.

Israeli Prime Minister Ehud Olmert listed three demands for a cease-fire: first, the release of captured soldiers; second, an end to rocket attacks on Israel; and third, the deployment of Lebanese Army troops along the Israeli-Lebanese border. Other diplomats have been talking about an international force along the border.

The first two demands can easily be met. It is the third one that will be the sticking point because it goes to the heart of the issue. When Israel talks of the Lebanese Army being deployed there, it is saying two things. The first is that it doesn't trust an international force containing troops from countries like Russia and France. It does not believe they will be neutral. Second, if a Lebanese force is deployed, it must be able to impose its will on Hezbollah, through military action if possible.

The problem is that the Lebanese Army is not in a position, politically or militarily, to control Hezbollah. If it could do so, it would have. Moreover, if the army were able to impose its will, Hezbollah would cease to be an effective group. Hezbollah's power comes from its military capabilities and autonomy. Israel's demand would represent the end of Hezbollah in its current form. Israel does not trust a suspension of Hezbollah attacks; they believe the militants will strike again unless someone can guarantee otherwise. Israel's call for a Lebanese force that can impose its will on Hezbollah is a contradiction in terms. It is an offer of a cease-fire that can't be delivered.

Israel is, however, interested in continuing the diplomatic process. Its reasoning can be seen from reports Stratfor has received from sources close to Hezbollah. They have said that Hezbollah is maintaining its attacks on Israel because the militants want Israel to attack them on the ground sooner rather than later. Over time, they fear, Hezbollah's ability to resist Israeli attack will be undermined by airstrikes. The militants' command and control, communications, weapons stockpiles and morale will be undermined. On the other hand, if Israel were to attack now, Hezbollah's leadership is confident that it could impose losses on Israeli troops that would be unacceptable. That is what the militants want to achieve -- they want to engage Israel as the first Arab force that, even if it can't win in the end, can severely damage the Israel Defense Forces.

If that is actually Hezbollah's thinking -- and that would explain their behavior -- then we can also better understand Israeli thinking. If the airstrikes are hurting Hezbollah's morale and infrastructure, there is no reason to hurry in on the ground. It makes more sense to let the current situation continue even if it means further attacks on Israeli targets. In the meantime, Tel Aviv can engage in diplomatic initiatives that will reposition Israel in the international system. Rather than resisting diplomatic efforts, Israel is participating, setting demands that appear extremely reasonable while being unattainable. While that game goes on, so does the air war and the undermining of Hezbollah's core strength.

The problem is that Hezbollah can see this happening. That means it must try to increase its attacks to create a political crisis in Israel. Olmert is under a microscope. There is suspicion that he will be sucked into a diplomatic solution that will not only not deal with the Hezbollah threat, but also make it impossible to attack the militants later if they resume attacks. In this scenario, an international presence is forced on Israel, Hezbollah resumes attacks without the international force taking decisive action, and Israel is forced to either do nothing or attack through the international force.

In other words, there is a trap for Israel in all of this. If it gets too clever on the diplomatic side, it can wind up in trouble. On the other hand, a diplomatic process gives Israel time to do what Hezbollah wants least: an air war designed to impose attrition on them.

We have not expected the Israelis to accept bombardment for as long as they have. However, if Hezbollah's view is correct, it is good military strategy and the Israeli public will accept that. It may force Hezbollah to make serious concessions under pressure to preserve the cohesiveness of its force. But if the diplomatic game results in extended attacks on Israel without action, or results in a cease-fire that does not preclude a resumption of attacks, then Olmert will come under dramatic pressure and will lose his room for maneuver.

Olmert knows this, of course. He has managed the internal politics skillfully to this point. He can probably play diplomatic games for another 48 hours by implying military necessity to his Cabinet. But then it starts to become very dicey politically. And by then, Hezbollah's attacks will have become intolerable, and attacking -- whatever the condition of Hezbollah -- will become essential.

Neither an international force nor the Lebanese Army (with its current capabilities) protecting Israel from Hezbollah attacks will fly in Israel.

Randomness

Jul. 17th, 2006 08:28 pm
plural: (king)
Can I just say

for a song with such a great title
it
actually

kind of sucks

its probably because he forget "the"


It's good to be the king

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