What’s happened: The Prime Minister’s Office announced a “decisive majority” of the security cabinet “supported the Prime Minister’s proposal for defeating Hamas. Declaring, “The IDF will prepare for taking control of Gaza City while distributing humanitarian assistance to the civilian population outside the combat zones.” The security cabinet adopted the five principles for concluding the war:
- The disarming of Hamas.
- The return of all the hostages, the living and the deceased.
- The demilitarisation of the Gaza Strip.
- Israeli security control in the Gaza Strip.
- The establishment of an alternative civil administration that is neither Hamas nor the Palestinian Authority.
- The first stage is expected to include the encircling all the remaining areas of the Gaza Strip that are controlled by Hamas, then conquering them.
- The government is facing severe internal criticism. Leader of the Opposition Lapid responded saying, “all Netanyahu has to offer is more war, more dead hostages, more announcements of soldiers killed and tens of millions of taxpayer funds to be poured into the bizarre fantasies of Ben Gvir and Smotrich.”
- The Hostages and Missing Families Forum released a statement saying the, “decision to pursue occupation of the Gaza Strip means abandoning the hostages, while completely ignoring the repeated warnings from military leadership and the clear will of the majority of the Israeli public.”
- “By choosing military escalation over negotiation, we are leaving our loved ones at the mercy of Hamas, an evil terrorist organisation that systematically starves and abuses the hostages…. They don’t have any time left. We can’t leave them in the hands of these monsters any longer.”
- There were angry demonstrations Thursday night in Jerusalem and in Tel Aviv demanding that the government take immediate action to free all the hostages in exchange for ending the war. In Tel Aviv, demonstrators blocked the Ayalon Highway. The police said the demonstrators sprayed tear gas at police, attacked them and set fire to tires. Nine people were arrested.
- British Ambassador to Israel Simon Walters also warned it “would be a huge mistake” for Israel to occupy all of Gaza. Adding, “The IDF has done all that it can do in Gaza, it’s not going to achieve any more by fighting any longer.”
Context: Netanyahu decided to continue the fighting after concluding that hostage negotiations with Hamas are not feasible and that he does not believe there is any other way to achieve the war’s objectives.
- In the lead up to the cabinet decision IDF Chief of Staff Zamir’s preference was to avoid committing to a complete take over, instead endorsing a siege around the areas in which Hamas remains active in the Gaza Strip. However, the prime minister felt the plan submitted by the military was insufficient, and decided to go for the alternative of a full conquest. However, in an apparent compromise, Netanyahu endorsed a staged plan, beginning with laying siege to Gaza City and only then imposing a full conquest.
- It appears there is full agreement between President Trump and Prime Minister Netanyahu on the need for an immediate and powerful military course of action in the Gaza Strip that will overcome the hurdle of Hamas’s intransigence.
- Both Israel and the US reached the conclusion that Hamas’s had toughened its negotiating position as a result of the heavy anti-Israel sentiment internationally and the effect of the videos of the starved hostages on Israeli public opinion – a combination Hamas hoped would lead to the Israeli government to capitulate to its demands.
- Between yesterday’s endorsement of the plan and its implementation is a window for Hamas to accept the terms of the Witkoff proposal, which has been accepted by Israel. It is also possible that finally Qatar will place the requisite pressure on Hamas to reach an agreement, though this is yet to happen.
- Throughout the last year and half there has been anger over Qatar’s duplicitous role both as facilitator of talks but also the main backer of Hamas. There was hope that under Trump more pressure would be brought on Qatar to cut their financial support for Hamas, close down their other sources of income and expel their leaders based in Doha, although so far none of this has happened.
- According to Palestinian sources, Hamas is taking the Israeli threat seriously, but there is no sign yet that they are prepared to modify its stance.
- Despite calls from right wing coalition partners, the cabinet decision focuses on security control and not annexation of the Strip. Ahead of the cabinet meeting Netanyahu told Fox News, “We don’t want to keep it. We want to have a security perimeter, but we don’t want to govern it. We don’t want to be there as a governing body.”
- Instead the prime minister said that Israel wants to “hand it over to Arab forces that will govern it properly, without threatening us, and giving the Gazans a good life.”
- The British Ambassador also justified the anticipated unilateral recognition of a Palestinian state, arguing that, “If there was a peace process, if the Palestinian Authority and Israeli government were in regular dialogue about a permanent settlement to the conflict, we would consider our timing…. but there isn’t a process and that’s the problem.”
- He sought to reassure, by adding, “I recognise that for many Israelis, the idea of a Palestinian state is concerning, but the UK is deeply committed to Israeli security.”
- Separately, The Times reported that Israel is considering cancelling security cooperation with the UK if London recognises a Palestinian state in September. Israeli intelligence expertise has previously helped the UK foil several terrorist attacks on British soil.
- For more context on the decisionmaking process behind this development, please see our morning briefing from yesterday.
Looking forward: The plan is expected to be implemented in several stages:
- In the first stage the residents of Gaza City will be evacuated over the next two months and moved to safe areas whist continuing to increase the flow of aid to those areas.
- After that, the IDF will surround Gaza City and troops will operate inside.


