What happened: The first stage of the hostage deal will most likely wrap up this weekend, after Hamas provided a list of hostages it intends to release.
- Six alive hostages remain from those covered in the first stage, all of whom are due 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; 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.
- Tomorrow, Hamas is expected to release into Israeli custody the bodies of four dead hostages and will hand over four more next week. Among those dead are presumed to be the bodies of Shiri Bibas and her sons Ariel and Kfir. Ariel was four years old when he was abducted; Kfir was nine months old. Their father, Yarden Bibas, was released from captivity on February 1. The parents of Shiri, grandparents of Ariel and Kfir, were murdered in the October 7 massacre.
- No Israeli official has confirmed the deaths of the Bibas children or their mother, nor has the family. “Until we receive definitive confirmation, our journey is not over,” the family said in a statement yesterday.
- Meanwhile, the Israeli government has decided to begin negotiating the second stage of the hostage deal. This stage would see the release of the remaining 59 hostages – 24 of whom are known to be alive – and the withdrawal of Israeli forces from the entirety of the Gaza Strip. The third stage would see the reconstruction of the Strip.
- Arab states, led by Egypt, have begun to put together their own plan for Gaza’s reconstruction as an alternative to President Trump’s plan to take “ownership” of the Strip.
- For the first time since the war began, heavy construction equipment has been allowed to enter the Strip from Egypt.
Context: Images of a terrified Shiri Bibas surrounded by terrorists clutching her redheaded boys symbolised for many Israelis the barbarity of the October 7attacks. The almost total lack of condemnation for their abduction among Palestinians, Arabs, and the larger pro-Palestinian community of activists and scholars the world over encapsulated for many others the hypocrisy and cruelty of the Palestinian cause.
- The positions Israel has staked out publicly for the second stage — no Hamas role in a future Gaza administration and a complete decommissioning of arms in the Strip — are very far from anything Hamas has indicated it might accept. If no agreement is reached on implementing the second stage, the war will resume, and the possibility of freeing the remaining hostages alive becomes vanishingly small.
- The team conducting negotiations for the second stage of the hostage agreement will have some significant personnel changes. The roles for the heads of the Mossad and Shin Bet ve been scaled back, and instead Ron Dermer, Israel’s Minister of Strategic Affairs and close Netanyahu confidant, will take a front seat.
- The significance of Dermer personally lies both in his closeness with the Prime Minister as well as his very tight relationship with the Trump administration and the US Republican Party in general.
- The replacement of a Mossad figure with a cabinet minister may also indicate a possible change in venue. Mossad usually deals with Israeli diplomacy in countries has no official relations with (such as Qatar), while Ministers and diplomats normally take on tasks involving countries Israel does have relations with (such as Egypt).
- Details on the proposals from Arab states for the future of Gaza remain sketchy, but two principles have been repeatedly enunciated. First, no mass displacement of Gazans into Arab countries. Second, in line with both American and Israeli positions, no role for Hamas in the future governance of Gaza.
- There is a fear in Israel that the Arab plan will formally push Hamas out of government in Gaza while leaving it as an armed militia with effective veto power, along the lines of Hezbollah in Lebanon. That the Arab states are suddenly pushed to formulate a serious position on Gaza’s future is welcomed in Jerusalem, but there is still concern that whatever emerges from there could satisfy Trump without really being in Israel’s interest at all.
- Ron Ben Yishai, a leading military affairs commentator writes in Yedioth Ahronoth, “Trump’s plan to clear Gaza of Gazans terrifies the Arab world and, consequently, despite the weak chances of it happening as stated or in its spirit, it has already forced the Arab countries to work on formulating an alternative to Hamas’s rule in Gaza that will allow Israel and the United States to agree to the Gaza Strip’s reconstruction with funding from Saudi Arabia, the Emirates and Qatar. From what we know about this plan, it still falls short of meeting Netanyahu’s minimum demands and it certainly fails to deliver the aspirations harbored by the nationalist-right-wing side of the coalition. But it will provide Netanyahu with maneuvering room and allow him to flatter Trump until he gets what he wants.”
Looking Ahead: Israel’s National Institute of Forensic Pathology will give positive identifications of hostages whose remains are handed over this week. The process could take days. It is impossible to estimate the emotional impact on the Israeli public and on domestic Israeli politics that confirmation of the deaths of the Bibas children, and their subsequent funerals, will have.
- Secretary of State Rubio is due to meet with President Mohammed bin Zayed Al Nahyan of the UAE. It comes before Friday’s summit in Saudi Arabia of the Gulf Cooperation Council, as well as Egypt and Jordan, in which the countries are due to respond to the Trump plan for Gaza.


