The Siren Call of an Israeli Invasion of Lebanon

Although much of the world is breathing a sigh of relief that Iran and Israel appear unwilling to push their exchange of missile and drone attacks further, potentially plunging the Middle East into a wider war, the danger of another escalation has not passed. Rather, the concern has shifted to a possible Israeli offensive against Hezbollah in Lebanon. Israel has threatened this, and U.S. officials and others in the region fear that such a plan has been in the works for months.

For Israeli hawks, a major blow against Hezbollah has never seemed more opportune, but Washington dreads the prospect because the prime directive of American policy on the Gaza war has been containment of the conflict, particularly regarding Lebanon. The Biden administration's worry is that an all-out Israeli assault in Lebanon could end up dragging the U.S. and Iran into not just a regional conflagration but a direct confrontation. Indeed, Washington fears that scenario may be just what some Israeli leaders want: Prime Minister Benjamin Netanyahu has for years urged but failed to effect U.S. strikes against Iran's nuclear facilities.

Israel could launch a powerful assault on Hezbollah, hoping to damage and humiliate its most potent immediate adversary, and then withdraw behind a new buffer zone. Such a campaign is particularly tempting after the trauma of the October 7 attack by Hamas because, in contrast to the nightmarish quagmire now enveloping Gaza, Lebanon seems to offer the promise of a quick and decisive victory that can set the world aright for the badly shaken Israelis. But the assumption that such an invasion will enhance Israel's sense of power and security could prove a ruinous folly.

Robert F. Worth: Hezbollah goes to the theater

The Biden administration's diplomatic effort to manage this crisis has chiefly relied on heavyweights such as CIA Director Bill Burns, Secretary of State Antony Blinken, and National Security Adviser Jake Sullivan. They have focused on the most high-profile issues of hostages, humanitarian aid, and a cease-fire, pursuing complex indirect negotiations between Israel and Hamas. But a crucial role may now fall to the less well-known Amos Hochstein, who has taken the lead in trying to broker an understanding between Israel and Hezbollah that could prevent intensified hostilities. He is working with French President Emmanuel Macron to find such a formula.

Hochstein achieved an extraordinary breakthrough in October 2022 between Israel and the Hezbollah-influenced government in Beirut over maritime boundaries that should allow both countries to exploit offshore oil fields without menacing each other. Because of that success and the ties Hochstein developed among the parties, including Hezbollah, the State Department energy adviser became the point person when the Biden administration sought to manage unrest on that border.

Hochstein's new brief is more challenging. For months, he has tried fruitlessly to achieve a limited pullback of Hezbollah's elite border force to about five miles into Lebanon. Israel was demanding a withdrawal of more like 20 miles, to around the Litani River. Hezbollah flatly rejected the idea of redeploying from its southern-Lebanese heartland. The group justifies maintaining its own private militia—and therefore an independent foreign policy—by claiming that it is protecting southern Lebanon from Israel and trying to liberate small areas still occupied by its adversary, so Hezbollah's national power derives from its paramilitary presence there.

From the outset of the Gaza war, Hezbollah—with Iran's backing—has made it clear that it does not seek a broader war with Israel. Lebanon, mired in economic and political turmoil, is in no position to withstand an Israeli onslaught. Hezbollah could face a terrible backlash, including within its own Shiite constituency, if it dragged the country into a pointless and devastating conflict. Tehran needs to ensure that Hezbollah's military capability remains intact so it can continue to serve as a deterrent against Israeli or U.S. attacks on Iran itself, especially its nuclear facilities.

For Iran, Gaza lacks any inherent strategic significance. Hamas is regarded as an unreliable partner, a Sunni Muslim Brotherhood group that fits uneasily within the largely Shiite pro-Iranian alliance. When, after 2011, civil war broke out in Syria, where the predominantly Alawi (a Shiite offshoot faith) regime soon found itself fighting Sunni Islamist rebels, the Hamas politburo was compelled to flee Damascus for Doha, in Qatar, where it remains to this day. For its part, Hezbollah feels no obligation to sacrifice its political and military strength for either Gaza or Hamas.

In any case, hawks in Tehran believe that the Gaza war has given their alliance the upper hand, and that the only way for Israel to alter the situation is to engineer a broader regional conflict. To preserve that advantage, they argue, Iran and its Arab-militia clients should take care to deny Israel any opportunity to escalate and avoid overstepping.

Read: Israel versus Hezbollah, round three?

Some Israeli leaders appear keen for such an opportunity. In mid-October, Defense Minister Yoav Gallant and others reportedly began pressing for a major preemptive attack against Hezbollah. The group had launched rocket and artillery attacks on Israeli positions on October 8, "in solidarity" with Hamas's attack on Israel the previous day. "Our history, our guns and our rockets are with you," a senior Hezbollah official proclaimed. Forceful objections from the Biden administration and the need to focus on Gaza prevented such an attack. But Gallant and a growing group within the war cabinet continue to push for a "northern campaign." Because of Hezbollah's attacks, Israel evacuated about 80,000 residents in the border region. A similar number of Lebanese self-evacuated from southern towns and villages.

The demand for war thus became centered on the insistence that these Israelis could not return to their home not just until Hezbollah ceased its cross-border barrage, but until Hezbollah's forces were driven from the area, to prevent its immediate recurrence. This demand may be framed as a new need for border security because of the October 7 attacks, but it smacks of rationalization. The Israeli calls for a war predated the evacuations anyway, but most important, relocating Hezbollah commandos would not address the primary threat of the group's massive arsenal of missiles, rockets, and drones. This force, estimated at about 150,000 projectiles, is capable of striking anywhere in Israel and probably of overwhelming its air-defense systems.

The conviction among some Israeli leaders that a decisive war with Hezbollah is inevitable and necessary explains Israel's ongoing strikes against Hezbollah; Israel claims to have eliminated fully half of the group's southern commanders. Such belligerence also explains Israel's strike on a diplomatic facility in Damascus that killed three Iranian generals, key leaders in Tehran's regional axis. The Iranians clearly felt the need to retaliate directly against Israel for this attack on what diplomatic norms deem its own soil.

Iran's resolve to restore deterrence and bolster national morale took both the Israelis and the Americans by surprise, yet Iran was careful to telegraph the aerial attack well in advance. About half of its missiles and drones reportedly malfunctioned; almost all of the rest were shot down by U.S., Israeli, U.K., and Jordanian forces. Israel's response attack inside Iran was more sophisticated but also carefully calibrated. No one was killed in either attack, and both sides have been able to declare themselves vindicated and victorious.

Andrew Exum: The hubris of Hezbollah

The most obvious aspect of Iran's relative restraint was that it did not unleash Hezbollah's daunting arsenal. This underscores the fact that Iran doesn't want Hezbollah drawn into conflict with Israel. But the constant threat of that arsenal remains the strongest argument of Gallant and his war party for an attack into Lebanon.

Israeli leaders have a further incentive. The lack of clarity about an endgame in Gaza, and what an incontrovertible win would even look like, makes the prospect of a quick, decisive campaign against Hezbollah all the more appealing. The Lebanese militia is a much more conventional force than Hamas, and some Israelis argue that inflicting losses and degrading Hezbollah's military machine would be more readily quantifiable, providing a rapid, needed boost for Israel's battered national morale. In the long run, they say, degrading, deterring, and humiliating the formidable Iranian proxy is much more important to Israel's national security than neutralizing Hamas.

The logic of belligerence, however, risks obscuring its hubris. Hochstein and his colleagues in the Biden administration might do well to remind Israeli leaders that, ever since Hezbollah was founded, following the 1982 invasion of Lebanon, each time the Israel Defense Forces have squared off against the organization, they have consistently encountered a more disciplined, organized, and competent adversary than they expected. Much, therefore, rides on Hochstein's diplomacy to broker an Israeli-Hezbollah understanding. If that effort fails, President Joe Biden may be the only person alive who has any chance of saving Israel and Lebanon from a catastrophic and avoidable conflict.

Hussein Ibish is a senior resident scholar at the Arab Gulf States Institute in Washington.