What’s happened: Israel and the US have accused Hamas of violating the terms of the ceasefire, as the IDF announced that one of the four bodies released by Hamas yesterday was not, as the terrorist organisation claimed, that of Shiri Bibas.
- The bodies of Shiri’s children, Ariel and Kfir, (and the corpse of Oded Lifshitz) have been identified following their release yesterday, with an Israeli forensic team concluding that they had been brutally murdered in captivity.
- The examination rejected Hamas’s claim that the children had been killed by an Israeli air strike, as the terrorist organisation claimed.
- In saying that the returned body was not that of Shiri Bibas, the IDF also confirmed that no DNA match had been found between the body and any other hostage, male or female.
- Authorities consider this “a very severe violation” of the agreement and have demanded Hamas return Shiri along with all the remining hostages.
- Trump’s envoy for hostage affairs, Adam Boehler, told CNN last night that Hamas’s decision to transfer to Israel the body of someone who was not a hostage was “shocking and a clear violation of the agreement.” He added that Hamas must release all the hostages or face “total annihilation.”
- Meanwhile, security forces have launched a manhunt for the terrorists who placed bombs yesterday on four buses in the greater Tel Aviv areas of Bat Yam and Holon. Three bombs exploded in empty buses and two more were discovered before they detonated. The three buses were completely destroyed, but no one was injured. It is believed the bombs were meant to explode this morning. The bombs weigh five kg and were fitted with timers. Hamas has claimed responsibility.
Context: The Israeli public, reeling from the prior confirmation of the Bibas family’s death, have been further disgusted by the gruesome spectacle of Gazans celebrating around the return of the four coffins yesterday, now compounded with the evidence that one of the bodies was not even a hostage.
- The explosions in southern Tel Aviv are a visceral reminder that Hamas remains determined to kill more Israelis and has the capacity to carry out attacks.
- It is assumed that the terrorists that placed the explosives came from the West Bank. On one of the unexploded bombs was written, “Revenge from the Tulkarm refugee camp.”
- The working assumption is that the timers on the bombs were mistakenly set for 9:00 PM instead of 9:00 AM, a time at which they would have likely killed or injured hundreds of people.
- Throughout the ongoing IDF operation in the West Bank, the army has exposed bomb-making factories and storage of dozens of IEDs (improvised explosives devices), presumably similar to those planted on the buses.
- The IDF has now further augmented its West Bank presence, adding three battalions and preparing to expand its offensive operations.
- According to the Shin Bet, they have successfully prevented 45 potential bombing attacks already this calendar year. This in addition to over 100 planned shooting and other “major terror attacks.”
- Talks on the second stage of the hostage deal are supposed to start in the middle of next week. This will mark the first time that officials from Trump’s team will lead the process (the first stage was secured at the end of the Biden administration). The president’s envoy Witkoff will run the process, with Minister Dermer leading the negotiations for Israel.
- There is a consensus on the Israeli side that in order to declare the end of hostilities, Israel will demand the end of Hamas governance, the Strip’s complete demilitarisation, and the exiling of the Hamas leadership. The spectacle of dozens of masked gunmen on display at the release ceremonies underscores the remaining challenge left to defeat Hamas.
- On the surface, the US accepts Israel’s position, but there is general scepticism as to whether Hamas can be cajoled into such an agreement.
- Therefore, it remains a possibility the sides will instead (or at least in the short term) look to extend the terms of the first stage. This could serve both sides’ interests as more of the remaining hostages are returned in exchange for the release of more Palestinian prisoners (that include convicted murderers) and increased aid. This could also coincide with Ramadan, due to begin at the end of next week. Conventional thinking suggests both sides have an interest in keeping the Muslim holy month as peaceful as possible, but even that assumption may not fit the Hamas agenda.
- Another factor helping to pressurise Hamas is the full US support for Israel resuming the war if negotiations fail.
- In parallel, representatives from Egypt, Jordan, UAE and Qatar are meeting in Saudi Arabia to discuss an Arab plan for reconstructing the Gaza Strip, as an alternative to President Trump’s plan.
Looking ahead: Prime Minister Netanyahu will be holding emergency security consultations today, following the explosions in Tel Aviv.
- Israel is still expecting six living hostages to be released on Saturday. They include Avera Mengistu and Hisham al-Sayed, who have been held by Hamas since entering Gaza in 2014 and 2015.
- Also due to be released are Omer Shem-Tov, Omer Wenkert, and Eliya Cohen, who were kidnapped after attending the Nova festival; and Tal Shoham who was captured while visiting his wife’s family on Kibbutz Be’eri.
- Early next week, the bodies of four more deceased hostages are due to be handed over. This will mark the end of the first phase of the agreement.


