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Notes -
Iran-backed militias keep striking US positions in Syria, Iraq, etc. By various counts up to 40-70+ times in the last 2-3 weeks. Another recently one I just saw - US denied the high casualties claimed by the possible assailants
In response, US has done a handful (3-5?) retaliatory strikes on those militias' positions. Apparently one of the strikes hit some IRGC commanders/troops. I also read that apparently Biden opted for lesser attacks, to prevent escalation.
Oh and US might unfreeze $10billion worth of funds to Iran? For some reason? Were the six billion dollars going to Iran through Qatar actually delivered, or held up?
On the Lebanese-Israel border, IDF continues to trade attacks with Hezbollah. Both sides have sustained casualties, though Hezbollah apparently has more (they publish photos of "martyrs" they died, on twitter at least).
However, it seems like the speeches by the Hezbollah leader has not been very inflammatory. Their once-expected entry into the war with Israel still hasn't come, despite these border skirmishes. Maybe the US presence in the area, with two carrier groups and other assets, is actually a real deterrent here? It definitely feels like Hezbollah has to say they are with Hamas against Israel/US, but won't actually put themselves on the line, perhaps rationally in this case. Would Hezbollah leadership be forced to do more or risk losing control of its troops? I read a theory that the Hamas operation on Oct. 7 was mostly lead by younger commanders, without the support of the higher up, older leadership. Could Hezbollah run into this situation as well?
What do you guys think the possibility of this Israel-Gaza situation exploding to include Hezbollah formally? What about US-Iran?
My take:
US-Iran will continue as currently, though honestly US forward positions in Eastern Syria and Iraq are not sustainable in my opinion. They should either be heavily reinforced, or withdrawn, as the bases there are mostly unable to adequately return fire or defend themselves IMO.
Hezbollah will probably keep doing what they are doing, unless something really breaks. Some Hamas leader just recently said that Hezbollah would enter the war with Israel if Hamas is completely destroyed, saying it's a "red line". Though I distinctly remember Hezbollah saying Israel invading Gaza was a red line as well that couldn't be crossed. But then again...
If it was going to, it already would have exploded. As it is, if they join now, it will be anti-climatic.
Some of the allegations from the regional shuttle diplomacy that went around the region in October is that they were basically deterred by direct threats to Hezbollah and Iran that if they joined in the war, they would be considered direct belligerants and to have been in on in the initial 7 Oct attacked as a direct act of war by the Iranian government, whose relations with Hezbollah are much stronger than Hamas. Further, other actors indicated that if Hezbollah got involved it would be a non-trivial risk of civil war in Lebanon, such as with the French making a considerable arms 'gift' to the governmental forces that would likely operate against Hezbollah in such a scenario.
As is, while some Iranian proxy groups are trying limited support- the Houthis have tried to lob some things from all the way down in Yemen- it's pretty marginal, and not a particularly regionally-supported affair. (The Saudis reportedly have shot down some Houthi stuff.) Hezbollah could try and get involved for its own reasons, but it'd be largely anti-climatic, and after the very visibile period of letting Hamas fight on its own, and at this point I don't think anyone really believes Hezbollah cares that much about Hamas per see.
As for US-Iran, Iran has long been trying to leverage it's various proxy political and military forces in Iraq and Syria to drive the US out. They appear to have decided now's the time to escalate, hence the counter-strikes.
It seems like there’s a non-trivial risk that a second Lebanese civil war with Hezbollah fighting Israel directly ends with the Shiites getting ethnically cleansed from Lebanon.
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