What’s happened: Another IDF officer was killed in combat with Hezbollah in southern Lebanon yesterday. Maj. (res.) Itamar Sapir from the settlement Eli was 27 years old. His unit was operating in the Lebanese village of Qouza when a Hezbollah gunman surprised the forces by exiting the village church and opening fire.
- Israeli Navy troops completed the interception of the flotilla to Gaza and placed all 430 activists on board Israeli vessels. Around fifty vessels were boarded and are presently en route to the port of Ashdod, where the activists will be detained before deportation. Israeli officials were keen to point out the absence of actual aid onboard the ships.
- A report in The New York Times based largely on anonymous American claimed that Israel and the United States sought to install former Iranian President Mahmoud Ahmadinejad as leader of Iran in a complex and ultimately unsuccessful effort to topple the Iranian regime in the initial days of the war earlier this year.
- The article detailed how an air strike that appeared to miss Ahmadinejad right after the war broke out on February 28 had in fact successfully taken out the IRGC forces who were enforcing his informal house arrest.
- The article hinted heavily that Ahmadinejad had been in contact with Israeli intelligence before the war broke out, citing an investigation in New Lines magazine, an outlet that is widely seen as a pro-Qatari organ (though not identified as such in The New York Times article).
- Ahmadinejad’s record of anti-Israel provocations and Holocaust denial would make him an astonishing partner, to say the least. And it is always possible (though, again, not mentioned in the article), that such a leak is deliberately designed to scuttle his political standing in Iran and increase regime paranoia about its penetration by Israeli intelligence.
Context: The losses of IDF soldiers in southern Lebanon, particularly in the context of the “ceasefire,” are taking a toll on morale both in public opinion and in the IDF. Soldiers and officers express mounting frustration with the terms of the ceasefire which, informally, restrict offensive Israel action outside of Israel’s zone of control in southern Lebanon, while leaving soldiers there exposed to Hezbollah fire. Hezbollah arms depots and senior leaders are mostly north of the Litani River, where the IDF has largely refrained from action in keeping with US requests not to disrupt the negotiations with Iran.
- Twenty-two Israelis have been killed in Lebanon since the war began on March 2. Eight have been killed since the ceasefire was announced on April 16.
- The Lebanese Health Ministry reported earlier this week that the death toll in Lebanon from the renewed fighting with Israel since March has now topped 3,000. The official figures do not distinguish between combatant and noncombatant casualties, but they do include 292 women and 211 children. With 83% of the reported fatalities comprising adult men. This would indicate a low level of civilian casualties in the war so far. Israeli officials believe the Lebanese figure may be an undercount as not all Hezbollah fatalities are reported to Lebanese officials.
- The ceasefire which brought an end to high-intensity hostilities on April 16 was originally set to last ten days. It was informally renewed to allow further negotiations, while its scope was also informally narrowed by all sides. The renewed ceasefire was due to expire May 17, but just before that deadline, a US-brokered agreement between Lebanon and Israel formally extended the ceasefire by another 45 days, bringing its scheduled expiration up to July 1. Observers on all sides are sceptical it could hold up if fighting resumes in the Iranian theatre.
- A resumption of active combat in the Iranian theatre will presumably end those restrictions and free Israeli forces to take more aggressive action against Hezbollah targets deep in Lebanon. But there are two countervailing implications to this:
- First, Israel’s north will presumably once more come under massive Hezbollah rocket fire — and this at a time when Israeli officials are determined not to repeat what is widely seen as the mistake of mass evacuations which happened in 2023-2024.
- Second, the IAF will be busy hitting targets in Iran and have fewer planes and munitions to set aside for the Lebanese theatre.
- President Trump’s statement on Monday that “a very major attack” had been postponed at the last minute this week at the request of three US Gulf allies — Qatar, the UAE, and Saudi Arabia — prompted a renewed interest in the conflicting desires of these countries. The claim itself was met with a mix of confirmation, denial, and some scepticism. Competing explanations were offered including speculation that data-sharing from Russia and China to Iran meant that much of the attack had to be reconsidered, and that this could have been a bigger reason for the delay.
- Israeli analysts frequently point to the divergent messages Gulf leaders give in public and in private on the Iran issue.
- Publicly, they all favour continuing the diplomatic track and view any US or Israeli military operation as destabilising.
- Privately, they are reported to support a decisive blow the Islamist regime.
- Some grumble that the status quo, with no diplomatic settlement and no open conflict, is actually the worst for them as they pay a high economic and political cost for the parallel blockades imposed on either side of the Hormuz Strait by Iran and the United States.
- Among the Gulf countries are competing interests and differing geographies at stake as well. Qatar is in a uniquely difficult position geographically, with no outlet to global shipping that doesn’t go through Hormuz. Both the UAE and the Saudis have alternative sea outlets as well as pipeline infrastructure to serve them. The Emiratis have two ports on the Gulf of Oman, and the Saudis have a massive port on the country’s west coast along the Red Sea.
Looking ahead: Both Israel and the United States appeared making final preparations for a renewal of hostiles in Iran as negotiations through Pakistani mediation showed no sign of a breakthrough.
- Speaking to reporters, President Trump said that Iran had “a limited period of time” to conclude an agreement with the US before he would order renewed attacks. “Two or three days. Maybe Friday, Saturday, Sunday. Maybe early next week,” he said, adding “I hope we don’t have to do the war, but we may have to give them another big hit. I’m not sure yet. You’ll know very soon.”
- In Israel meanwhile, the Prime Minister held an unusually long five-hour meeting with defence and security chiefs on Monday to discuss Israeli preparations for a US-led strike and it implications for Israel. Netanyahu’s testimony in his ongoing corruption trial, scheduled for today, was cancelled without any opposition from the prosecution or judges.
- President Herzog also cancelled a scheduled trip to New York this week. And even the Herzliya Conference, an annual academic event billing many current and former security chiefs that was scheduled to take place has been abruptly postponed.


