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Mario: Daniel, after decades of diplomacy, the Middle East is now at war. Early on you suggested Hormuz and economic leverage; as the conflict evolved, US ground invasion talk, targeted Iranian leadership, and new developments—like JD Vance’s reaction to US intel and Israel striking energy infrastructure in Iran—have shaped concerns that Israel wields outsized influence. Broad question: how did we get here and why?
Daniel: There’s a long history of American and Israeli influence in play. There is American agency and a geopolitical logic tying chokepoints like Hormuz to broader aims, such as reasserting US primacy vis-à-vis China. But this doesn’t fully explain how the last 10 yards into war were crossed. Netanyahu’s long effort to shape a strategic environment culminated when he found a president open to using American power in the region. Israel’s strategy appears to be to assert greater regional dominion by leveraging US military power and creating dependencies with Gulf states. Netanyahu reportedly offered the president an actionable plan, including on-the-ground assets, to decapitate Iran’s leadership and spark a broader upheaval, which helped push the White House toward a twelve-day war in June. Israel also presented a narrative of rapid US escalation to secure its aims, while the American interagency process—though deteriorated in recent years—had to interpret unusually aggressive, yet selective, Israeli intelligence and objectives. The result is a complex dynamic where US rhetoric and decisions are deeply entangled with Israeli designs for regional hegemony, an outcome that was not broadly anticipated by many regional partners.
Mario: If the US administration had not fully understood Israel’s project, how did this come to pass? And how does Mossad factor in?
Daniel: Israel has tremendous access to influence over an American administration through lobbying, media echo chambers, and political finance, which Netanyahu exploited to drive a course toward major confrontation with Iran. Before Trump’s term, Netanyahu was nervous about a president who could pivot against allies; he devised a strategy that culminated in Operation Midnight Hammer and subsequent US-Israeli collaboration, reinforced by the possibility of rapid decapitation of Iran’s leadership. There are reports (and debates) about Mossad presenting on-the-ground assets and the possibility of instigating a street revolution in Iran, which may not have been fully believed by Washington but was persuasive enough to shape policy. The question remains how much of Israeli intelligence makes it to Trump and his inner circle, especially given concerns about cognitive ability and decision-making in the White House at that time. Netanyahu’s aim, according to Daniel, was not simply to topple Iran but to maximize Israel’s regional leverage by using American power while reducing other regional peers’ influence.
Mario: What about Gulf states and broader regional realignments? How did the Gulf respond, and what does this mean for their security calculus?
Daniel: The Gulf states face a stark dilemma. They fear Iran's retaliatory capabilities but also distrust America’s consistency and question whether US support will be cost-effective. Iran’s strikes into the Gulf have forced Gulf capitals to reassess their reliance on US protection and Israel’s influence, particularly given Israel’s aggressive posture and expanded regional footprint—Lebanon, Syria, and Gaza—with potential implications for the Gulf’s own security and economic interests. Some Gulf actors worry about over-dependence on American security assurances while Israel intensifies operational reach. The GCC’s calculus is shifting: they confront a choice between continuing alignment with the US-Israel bloc or seeking more independent security arrangements. The possibility of a broader Gulf-Israel axis, or at least closer coordination, is tempered by concerns over long-term regional stability, public opinion, and the risk of escalation.
Mario: How has this affected perceptions of Iran, Israel, and the broader regional order? Has the Gulf’s stance shifted?
Daniel: The region’s balance has been unsettled. Iran’s actions have damaged Gulf trust in its neighbors’ security guarantees, while Israel’s aggressive posture and reliance on US power have complicated Gulf states’ calculations. Turkey’s role is pivotal as it balances concerns about Iran and Israel, while also watching how the region realigns. The possibility of a future where Iran’s power is weakened is weighed against the risk of destabilization and long-term security costs. Negotiations between the US, Iran, and regional actors—stoked by Turkish diplomacy and shifting Gulf positions—are ongoing, with Turkey signaling that diplomacy remains important, even as Gulf states reassess their security dependencies.
Mario: What about Lebanon and Hezbollah, and the potential for broader spillover?
Daniel: Lebanon faces severe consequences: displacement, civilian harm, and a domestic political paralysis that complicates relations with Israel. Hezbollah remains a factor, with ongoing tensions in Lebanon and the South. Israel’s goal of establishing security-control in Lebanon risks reigniting long-standing conflicts, while Lebanon’s government seeks a balance that could prevent further escalation, if possible. The broader picture is that Israel’s approach—driven by a perceived need to neutralize Iran and all potential threats—could provoke wider regional blowback, complicating already fragile domestic politics across the Levant.
Mario: Final thoughts as the war unfolds?
Daniel: Israel’s strategic ambitions appear to extend beyond countering Iran to shaping a broader order in which it remains the dominant regional power, aided by US military leverage. Gulf states face a difficult reorientation, reassessing longstanding alliances in light of perceptions of US reliability. The coming months will reveal whether regional actors can recalibrate toward diplomatic resolutions or wind up in a deeper, more protracted conflict. The question remains whether a political path could replace military escalation, and whether external powers can deter further aggression and stabilize the region without allowing a broader conflagration.