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      What an Escalating Middle East Conflict Could Mean for the Global Economy

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      The biggest risk is a sustained increase in oil prices.For nearly a year since the Hamas attack on Israel on Oct. 7 and the start of the fighting in Gaza, investment strategists have warned that a wider war could break out in the Middle East, crimping the world’s oil supply and sending shock waves throughout the global economy.The markets have generally shrugged off the potential of a broader conflict: The price of oil has remained largely subdued, with traders reassured by the world’s plentiful supply.But after Iran launched a barrage of missiles at Israel on Tuesday, oil prices began to rise as the market appeared to factor in the risk of a growing regional conflict. After President Biden said on Thursday that there had been “discussions” about support for an Israeli attack on Iran’s oil facilities, the price of Brent crude, the global oil benchmark registered its biggest weekly gain in more than a year.“Investors are finally paying attention to the Middle East after having decided it wasn’t going to move the needle,” said Tina Fordham, a former chief global political analyst at Citi who now runs an independent consultancy.“It’s not a perfect storm yet,” she said, “but it’s a constellation of risks coming together at a time when market systems still haven’t gotten comfortable that we’ve avoided a hard economic landing.”Everyone is watching Israel’s next move. Attacking Iran’s oil infrastructure or nuclear facilities, for example, would intensify the conflict. Biden has said he will not support an attack on Iran’s nuclear sites, and yesterday cautioned Israel against hitting Iran’s oil fields. “The risk is not zero, which means it’s high enough to consider different scenarios that range from all-out conflict that curtails energy access to a peaceful off-ramp,” said Ronald Temple, the chief market strategist for Lazard’s financial advisory and asset management business.We are having trouble retrieving the article content.Please enable JavaScript in your browser settings.Thank you for your patience while we verify access. If you are in Reader mode please exit and log into your Times account, or subscribe for all of The Times.Thank you for your patience while we verify access.Already a subscriber? Log in.Want all of The Times? Subscribe. More

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      What to Know: How Israel Could Retaliate Against Iran

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      Iran has a number of sensitive sites, including oil infrastructure, military installations and nuclear facilities.Iran and Israel avoided direct confrontation for years, fighting a shadow war of secret sabotage and assassinations. But the two countries are now moving closer to open conflict, after the Israeli invasion of southern Lebanon this week and Tehran’s ballistic missile barrage on Israel, its second in less than six months.Israel seems prepared to strike Iran directly, in a more vigorous and public way than it has before. Iran has a number of sensitive targets, including oil production sites, military bases and nuclear sites.Here’s an overview of what an Israeli attack could look like.Iran’s oil industry More

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      in Elections

      America Needs a President

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      Last week’s column was devoted to uncertainties about how the next president would handle the deteriorating situation in Ukraine, where America’s proxy and ally is slowly losing ground to Russia, while the United States seems trapped by its commitment to a maximal victory and unable to pivot to a strategy for peace.One could argue that the Middle East suddenly presents the opposite situation for the United States: After the last two weeks of warmaking and targeted assassinations, the position of our closest ally seems suddenly more secure, while our enemies look weaker and more vulnerable. Israel is dealing blow after blow to Hezbollah and Iran’s wider “axis of resistance,” the Iranian response suggests profound limits to their capacities, and the regional balance of power looks worse for America’s revisionist rivals than it did even a month ago.Look deeper, though, and both the strategic deterioration in Eastern Europe and the strategic improvement in the Middle East have something important in common. In both cases, the American government has found itself stuck in a supporting role, unable to decide upon a clear self-interested policy, while a regional power that’s officially dependent on us sets the agenda instead.In Ukraine this is working out badly because the government in Kyiv overestimated its own capacities to win back territory in last year’s counteroffensive. In the Middle East it’s now working out better for U.S. interests because Israeli intelligence and the Israeli military have been demonstrating a remarkable capacity to disrupt, degrade and destroy their foes.In neither case, though, does the world’s most powerful country seem to have a real handle on the situation, a plan that it’s executing or a clear means of setting and accomplishing its goals.Or as The Wall Street Journal reported this week, as Israel takes the fight to Hezbollah, “the Biden administration increasingly resembles a spectator, with limited insight into what its closest Middle East ally is planning — and lessened influence over its decisions.”We are having trouble retrieving the article content.Please enable JavaScript in your browser settings.Thank you for your patience while we verify access. If you are in Reader mode please exit and log into your Times account, or subscribe for all of The Times.Thank you for your patience while we verify access.Already a subscriber? Log in.Want all of The Times? Subscribe. More

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      Israel Targets Hezbollah as Khamenei, Iran’s Leader, Warns of Retaliation

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      Israel is drastically widening its fight against the Lebanese militant group that is backed by Iran, whose supreme leader said that “any strike on the Zionist regime is a service to humanity.”Less than a week after Israel killed Hezbollah’s leader, Hassan Nasrallah, Israeli warplanes bombarded areas south of Beirut around midnight on Thursday, this time targeting his presumed successor.It was unclear on Friday whether the strikes in Lebanon had succeeded in killing the group’s potential next leader, Hashem Safeiddine, who is also a cousin of Mr. Nasrallah’s. And it was difficult to assess the scale of the damage from the bombardment, described as the heaviest of the rapidly escalating war in Lebanon.But it was clear from the images of destroyed buildings, now merely broken concrete and twisted metal, along with Israel’s ground invasion in the south, that Israel was determined to take the fight against Hezbollah to a new level.It’s doing so not just in southern Lebanon, where its ground invasion is seeking to halt Hezbollah’s rocket fire into northern Israel, but also with its systematic targeting of the Iran-backed group’s remaining leaders, whose movements Israeli intelligence apparently still track.Many people in Lebanon and the broader Middle East had long feared that such a war was coming, even before the Hamas-led Oct. 7 attacks on Israel that began the war in Gaza. Hezbollah began firing on northern Israel shortly afterward in solidarity with Hamas, an ally.Over the past three weeks, Israel has stepped up attacks on Hezbollah, detonating pagers and walkie-talkies owned by its members, dropping bunker-busting bombs on Lebanese sites where the group’s leaders were thought to be meeting and assassinating Mr. Nasrallah and other Hezbollah commanders.We are having trouble retrieving the article content.Please enable JavaScript in your browser settings.Thank you for your patience while we verify access. If you are in Reader mode please exit and log into your Times account, or subscribe for all of The Times.Thank you for your patience while we verify access.Already a subscriber? Log in.Want all of The Times? Subscribe. More

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      in US Politics

      Middle East escalation, hurricane and strikes could cause Harris triple trouble

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      “100” was spelled out in giant numbers on the White House north lawn on Tuesday. It was a birthday tribute to the former US president Jimmy Carter, who served only one term after being buffeted by external events such as high inflation and a hostage crisis in Iran.The current occupant of the White House, Joe Biden, must know the feeling as he fights three fires at once. Iran has launched at least 180 missiles into Israel, six US states are still reeling from Hurricane Helene, and ports from Maine to Texas shut down as about 45,000 dockworkers went on strike.Unlike Carter, Biden already knows his fate: he is not seeking reelection next month. But what remains uncertain is whether the trio of troubles will drag down his vice-president and would-be successor, Kamala Harris. Certainly her rival, Donald Trump, smells an opportunity to tar her with the same brush of chaos.“The World is on fire and spiraling out of control,” he said in a written statement. “We have no leadership, no one running the Country. We have a non-existent President in Joe Biden, and a completely absent Vice President, Kamala Harris, who is too busy fundraising in San Francisco.”Will it stick? No one can be sure. Democrats must again be breathing a sigh of relief that they jettisoned Biden after his miserable debate performance in June. The president steeped in foreign policy is running at one catastrophe a year: the botched Afghanistan withdrawal of 2021, the Russian invasion of Ukraine in 2022 and the deadly Hamas attack on Israel in 2023.He has tried and failed to wield influence over the Israeli prime minister, Benjamin Netanyahu, in Gaza. Last week Biden told reporters about a plan for a 21-day ceasefire in Lebanon and seemed to think Netanyahu was on board; a day later, a massive Israeli airstrike killed Hassan Nasrallah, the leader of Hezbollah. It looked like a case study in presidential impotence and the limits of American power.Now, after the Iranian missile assault, Israel has vowed to retaliate and Republicans are ready to pounce. Nikki Haley, a former US ambassador to the UN, told Fox News: “You look at the time under Trump, there were no wars, there were no conflicts, and the reason is at least our allies knew where we stood. With Biden and Harris, they never know where we stand.”This talking point – a world in disarray under Biden, in contrast to years of glorious peace under Trump – should come with plenty of caveats, not least Trump’s decision to tear up the Iran nuclear deal and strike a deal to end the war in Afghanistan. It is also harder to make now that Biden has made way for Harris.The vice-president has spent her candidacy pursuing a Goldilocks principle: not too hot on Biden, not too cold on Biden, but displaying just-right loyalty. She heaps praise on the president and delivered an address at the Democratic national convention that channelled Biden on US leadership in the world. But she is also the candidate of “turn the page” and “a new way forward” who will never let the phrase “Bidenomics” pass her lips again.Current events are again testing where Harris the vice-president ends and Harris the candidate begins. Activists on the left are eager for any hint that she will give Palestinians a more sympathetic ear and take a harder line on Netanyahu. The Uncommitted National Movement has declined to endorse her, citing her unwillingness to shift on unconditional weapons policy.At the White House press briefing, one reporter was eager to know what her engagement had been like during the Iranian attack on Israel. Karine Jean-Pierre, the White House press secretary, was at pains to say that Harris had joined the president in the situation room.“She was there,” Jean-Pierre said. “She was alongside him in getting that update, and she many times has been in the room or, as you just said, has called in when it’s come to really important, critical national security issues.”Later Harris herself made an unplanned public appearance to address the Middle East escalation – reaffirming her commander-in-chief credentials in a way she would not have felt obliged to do four months ago. She took care to note that she had been in the situation room and promised: “My commitment to the security of Israel is unwavering.”skip past newsletter promotionafter newsletter promotionSimilarly, both candidates are racing to put their stamp on Hurricane Helene, which crashed ashore in Florida last Thursday with a wind field stretching 350 miles from its centre. It has killed at least 150 people and wiped out hundreds of homes and businesses. The homeland security secretary, Alejandro Mayorkas, described it as being of “an historic magnitude”.Trump travelled to Georgia on Monday and falsely claimed that Biden had not spoken to its governor, Brian Kemp. Harris will travel to Georgia on Wednesday and to North Carolina in the coming days. The stakes are high: administrations have long been haunted by the failed response to Hurricane Katrina in 2005.But it is the third crisis that could have the biggest electoral impact of all. The first dockworkers’ strike since 1977 could snarl supply chains and cause shortages and higher prices if it stretches on for more than a few weeks. That would be a political gift to Trump, whose polling lead on the economy has been eroded by Harris. Both are vying for trade union support.Trump, who has previously praised Elon Musk for firing workers who go on strike, said in a statement: “The situation should have never come to this and, had I been President, it would not have … Americans who thrived under President Trump can’t even get by because of Kamala Harris – this strike is a direct result of her actions.”All this and it was still only 1 October. The only surprise now would be if there are no more October surprises to come. More

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      in US Politics

      Wednesday briefing: What Iran’s attack on Israel means for the Middle East

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      Good morning.Iran launched a wave of ballistic missiles at Israel on Tuesday evening in retaliation for a series of attacks against its proxies. Officials in Tehran cited the assassinations of top Hezbollah and Hamas commanders – including Hezbollah leader Hassan Nasrallah, who was killed on Friday – and the Israeli invasion of Lebanon.It is Iran’s second attack on Israel this year, although this one is widely considered to have been more aggressive and is likely to be more consequential.Guardian reporters in Jerusalem witnessed dozens of missiles darting through the sky towards the country’s coastal cities. Most of the missiles were intercepted by Israel’s air defences, supported by western allies, but there have been multiple images of craters in central and southern Israel.Two people have reportedly been wounded in Tel Aviv. Elsewhere, the only reported fatality was Sameh al-Asali, a 37-year-old Palestinian from Gaza living in the occupied West Bank, who was killed by falling shrapnel.Israel’s prime minister, Benjamin Netanyahu, said Iran has “made a big mistake tonight, and will pay for it”, although US officials have said that Israel has not made a decision yet on the scope or timeframe of this reprisal.Meanwhile, overnight, the Israeli military continued to pound Lebanon’s capital, Beirut, with at least five strikes hitting the city’s southern suburbs.Today’s newsletter takes you through the last 24 hours in the Middle East, as the crisis intensifies. That’s right after the headlines.Five big stories

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      In depth: Israel readies for reprisal as ‘forces of restraint’ weakenView image in fullscreenIran’s surprise attack lasted for just under an hour and came after its supreme national security council (SNSC) chair, Ali Akbar Ahmadian, declared that Iran was at war. Around 180 ballistic missiles were launched, just hours after the US warned that Iran was preparing an imminent attack.To bolster Israel’s defence, US forces shot down Iranian missiles. President Joe Biden later said that the attack appears to have been “defeated and ineffective”, and Israel said that most of the missiles were intercepted.Iranian officials, however, announced that 90% of its missiles successfully hit their targets. The extent of the damage caused by the missiles remains unclear.The order to launch the strike was made by Iran’s supreme leader, Ayatollah Ali Khamenei, with the backing of the SNSC and the Iranian defence ministry. Iran has said the attack was a “legal, rational and legitimate response to the terrorist attacks of the Zionist regime”.This attack is far more aggressive than Iran’s one in April, which was largely considered a symbolic strike. Iran gave several days’ notice then and the main target was a military base in the underpopulated Negev desert. This time, the missiles themselves seem to be much faster and the targets appear to have included dense cities.The Guardian’s defence and security editor Dan Sabbagh has useful insight into Iran’s military strategy now: “Firing so many ballistic missiles in a few minutes also represents a serious effort to overwhelm or exhaust Israel’s air defences. Because they are sophisticated, the interceptor missiles are expensive – and their stocks uncertain,” he writes.Why did Iran do this?In late September, Iran’s president, Masoud Pezeshkian, insisted that the country does not “wish to be the cause of instability in the region.” It seems the impending threat of war has lost its deterrent power, with the spokesperson of the parliament’s national security and foreign policy commission saying that Iran is “not afraid of going to war. We are not warmongers, but we are ready for any war.”Iran’s risky and unprecedented retaliation “reflects a growing consensus inside the Iranian elite that its decision not to mount a military reprisal after the assassination of [Hamas political chief Ismail Haniyeh] in Tehran in July was a strategic mistake”, Patrick Wintour writes.The perceived inaction has led to a growing frustration among some hardliners in Iran that Tehran has become “passive” in the face of Israeli aggression. Instead of placating Israel, they say, it has emboldened Netanyahu to mount further attacks and has weakened its image as the leader of the “axis of resistance”.Iran held off from ordering a reprisal for the assassination of Haniyeh, who was killed in Tehran in July, because of US assurances that a ceasefire deal in Gaza was imminent and restraint from Iran would be key in making sure it happens. (Israel has not claimed responsibility for Haniyeh’s death). No such deal materialised. Early last month, Pezeshkian accused the US of lying, adding that Israel’s actions would not go “unanswered”.Iranian officials were also alarmed by Netanyahu’s announcement last weekend that Israel’s latest actions are steps towards changing “the balance of power in the region for years to come”. To show restraint after the series of escalations would, they believed, put them in an even weaker strategic position.What’s next?Leaders across Europe condemned Iran’s attack and the UK prime minister Keir Starmer said that Britain stands with Israel and recognises “her right to self-defence in the face of this aggression”.The UN secretary general, António Guterres, condemned “escalation after escalation” in the region. “This must stop. We absolutely need a ceasefire,” he said.Israel has already launched attacks in Yemen, Lebanon and Syria this week, indicating its willingness to keep fighting on all fronts. Analysts have noted that Israel has a much freer hand to respond more comprehensively and aggressively. What little “forces of restraint” there were in the Middle East are “weakening with every passing day,” Julian Borger writes in his analysis. “Politically speaking, the Biden administration cannot be seen as tying Israel’s hands in the face of an Iranian attack on Israeli cities.”The looming fear of this deepening conflict has been a direct confrontation between Tehran and Washington, which gets closer with each attack.As Israel readies for a reprisal and Iran’s leadership vows that any retaliation would be met with a “more crushing and ruinous” response, the cries for peace continue to go unheeded.For the latest news on the region, follow the Guardian’s liveblog.skip past newsletter promotionafter newsletter promotionWhat else we’ve been readingView image in fullscreen

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      SportView image in fullscreenFootball | First-half goals from Kai Havertz and Bukayo Saka gave Arsenal a 2-0 win over PSG in the Champions League group stage. Manchester City claimed a regulation 4-0 win against Slovan Bratislava with James McAtee scoring his first goal for the club.Formula One | Red Bull team principal Christian Horner has indicated Liam Lawson has an opportunity to make his case to replace Sergio Pérez and line up alongside Max Verstappen for the team, potentially as early as next season.Tennis| Third-ranked Carlos Alcaraz’s athleticism was again on show as he advanced to the men’s final of the China Open, with a 7-5, 6-3 victory over Daniil Medvedev on Tuesday.The front pagesView image in fullscreen“Israel vows to retaliate after Iran launches missile attack” says the Guardian’s splash headline this morning. “Middle East erupts” – that’s the Times while the Daily Express has “US threatens ‘severe’ response as Iran attacks Israel”. “Revenge from above” says the Mirror describing it further as Iran’s retaliation for Israel’s incursion into Lebanon. A dramatic front page of the Daily Mail says “The Iron Dome holds firm against Iran’s 200-missile blitz … now Israel vows vengeance”. The Telegraph says simply “Iran attacks Israel” while the i leads with “Iran missile attack on Israel sparks fears of new war”. Business coverage is displaced on the Financial Times’ front in favour of “Iran fires missile barrage against Israel”. The Metro calls it “Iran’s new blitz at Israel”.Today in FocusView image in fullscreenWho were England’s 2024 rioters?Racist chants rang out, and homes, businesses and hotels housing asylum seekers were attacked – for a week this summer English towns and cities seemed on the brink of chaos. Josh Halliday reports on what we know so far about the people at the centre of the violenceCartoon of the day | Martin RowsonView image in fullscreenThe UpsideA bit of good news to remind you that the world’s not all badView image in fullscreenCommunal eating is on the menu in the culinary hotspot of Copenhagen, where pulling up a chair alongside strangers is now all the rage, as Shanna McGoldrick writes. At Absalon, a church turned community centre, McGoldrick sampled tomato and lentil soup and fried potatoes in a creamy fennel and chive sauce, as well as breaking bread – quite literally – with a group of Danish nurses, all for the affordable price of 60DKK (about £6.75). “All around us, people are chatting in English and Danish, and though everyone looks very at ease, I’m fairly sure we’re not the only tourists here,” writes McGoldrick of the fællesspisning dinner. “It’s a pragmatic kind of welcome, with all diners expected to get stuck in: at the end of the meal, we all stack our plates neatly and file happily back over to the kitchen.” Adds Ivonne Christensen, one of the nurses: “It’s a wonderful idea … you don’t have to cook, you can come here when you’re tired; it’s easy.”Sign up here for a weekly roundup of The Upside, sent to you every SundayBored at work?And finally, the Guardian’s puzzles are here to keep you entertained throughout the day. Until tomorrow.

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      in US Politics

      Biden reaffirms US support for Israel amid Iran’s missile attack

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      Joe Biden has reaffirmed US support for Israel after Iran’s ballistic missile attacks, describing the barrage as “defeated and ineffective” and ordering the US military to aid Israel’s defense against any future assaults.“The attack appears to have been defeated and ineffective, and this is a testament to Israeli military capability and the US military,” the US president told reporters on Tuesday after Tehran launched an unprecedented salvo of 180 high-speed ballistic missiles.US destroyers in the eastern Mediterranean Sea destroyed several Iranian missiles, US defense officials said. Vessels currently in the region include the USS Arleigh Burke, USS Cole and USS Bulkeley. Additional destroyers are in the Red Sea.“Make no mistake, the United States is fully, fully, fully supportive of Israel,” Biden said.Initial reports suggested that Israeli air defenses intercepted many of the incoming missiles, although some landed in central and southern Israel, and at least one man was killed in the West Bank by a missile that fell near the town of Jericho.Iran’s Islamic Revolutionary Guard Corps said that the missile attack was conducted in retaliation for Israel’s killings of the Hamas leader Ismail Haniyeh, Hezbollah leader Hassan Nasrallah, and Iranian Revolutionary Guard deputy commander Abbas Nilforoushan.The White House National Security Council said that Biden and Kamala Harris were monitoring the Iranian attack on Israel from the White House situation room and were receiving regular updates from their national security team.Biden’s national security adviser Jake Sullivan hailed the response to the attack, which he described as “defeated and ineffective”.But before the missile barrage had even ended, Donald Trump, on his own social media platform, Truth Social, described the current conflict in the Middle East as “totally preventable” and claimed it would never have happened if he were president.In a lengthy statement, the former president and current Republican nominee attacked Biden and Harris, saying the world was “spiraling out of control” and asserting that the US had “no leadership” and “no one running the country”.“When I was President, Iran was in total check,” Trump added. “They were starved for cash, fully contained, and desperate to make a deal.”It remains unclear how the escalating tensions in the Middle East will play into the US election on 5 November.Iran’s attack on Israel comes just hours before the highly anticipated US vice-presidential debate on Tuesday night, 38 days from the US presidential election, and as the conflict in the Middle East appears to continue to escalate.A poll conducted by CNN shortly after the presidential debate between Harris and Trump in September found that more voters who watched the debate viewed Trump as a stronger candidate when it came to handling the role of commander in chief.Lindsey Graham, the Republican senator from South Carolina, wrote in a statement that the missile attacks against Israel on Tuesday “should be the breaking point and I would urge the Biden Administration to coordinate an overwhelming response with Israel, starting with Iran’s ability to refine oil.“These oil refineries need to be hit and hit hard because that is the source of cash for the regime to perpetrate their terror,” he added.In another statement, Graham said that he had spoken with Trump, who he described as “determined and resolved to protect Israel from the threats of terrorism emanating from Iran.“While I appreciate the Biden administration’s statement, we cannot forget that when President Trump left office, Iran was weak economically, and he sent the regime the ultimate message with the elimination of Soleimani,” Graham said.Graham continued: “The only thing the Iranian regime understands is strength. Now is the time to show unified resolve against Iran, the largest state sponsor of terrorism.“We need decisive action, not just statements,” he added.On Twitter/X, Marco Rubio, also a Republican senator, described the attack as a “large scale (not symbolic) missile attack from Iranian regime against Israel” and added that “a large scale Israeli retaliatory response inside Iran is certain to follow”.Bob Casey, a Democrat senator for Pennsylvania, wrote in response to the attacks that he stands “with Israel and unequivocally condemn Iran’s missile strikes”.“The United States must continue doing everything it can to intercept Iran’s missiles and help our ally defend itself,” Casey added.Jerry Nadler, a Democratic representative, condemned the attack in a post on X, adding that his thoughts were “with the Israeli people at this time”. More

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      in US Politics

      US looks unable to talk Netanyahu out of planned invasion of Lebanon

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      The Biden administration is losing influence over whether Benjamin Netanyahu launches a ground invasion into southern Lebanon or not.For more than a year, Joe Biden and his senior advisers have managed to forestall an Israeli ground incursion into Lebanon in fear of a larger war that could envelop the entire Middle East.In the days after the 7 October attack, Biden phoned Netanyahu to talk him out of a massive retaliation against Hezbollah, which had begun firing guided rockets against Israeli positions following the Hamas raid.In April this year, Biden also told Netanyahu that the US would not support Israel in an offensive war against Iran after Tehran launched dozens of loitering munitions, cruise missiles and drones toward Israel.But on Monday, US outlets reported that Netanyahu’s administration had told White House officials they were planning a limited ground incursion into Lebanon, essentially escalating a conflict with Hezbollah and its backer Iran to a level that Biden and his team have tried desperately to avoid.The Washington Post reported that Israel was planning a limited campaign – smaller than its 2006 war against Hezbollah – that nonetheless would mark a drastic escalation with Hezbollah and Iran. The New York Times suggested US officials believed they had talked Israel out of a full invasion of Lebanon, but that smaller incursions into southern Lebanon would continue.But Yoav Gallant, the Israeli defence minister, has briefed a meeting of local council heads in northern Israel on Monday, according to the Times of Israel. “The next stage in the war against Hezbollah will begin soon … We will do this. And as I said here a month ago [that] we will shift the center of gravity [to the north], this is what I say now: we will change the situation and return the residents home.”Earlier that day, he had told Israel Defense Forces soldiers that to return some 60,000 Israelis to their homes in the country’s north, we “will use all the means that may be required – your forces, other forces, from the air, from the sea, and on land”.The plan to attack comes at a unique moment – with war hawks dominating domestic Israeli politics at the same time as a lame duck Biden administration appears increasingly unable or unwilling to intervene in the conflict. And, according to analysts, Netanyahu believes he has a limited window around the US elections to attack Iranian proxies across the region.With just a month left until the US presidential elections, the Biden administration has launched a tepid effort at a ceasefire that Netanyahu appears to have chosen to ignore – or simply to wait out until US elections that could bring in a Trump administration that would do even less to restrain him than the current one has.“Netanyahu made a calculation, and the calculation was that there was no way that the Democrats between now and November 5th [election day] could do anything that would criticise, let alone restrain him from that,” said Aaron David Miller, a senior fellow at the Carnegie Endowment for International Peace, who focuses on US foreign policy and the Middle East.“You saw [vice-president Kamala] Harris’s statement, you saw the White House statement, you saw the Democrat and Republican consensus on the killing of Nasrallah and what the Israelis have done there,” he said. “And since Iran is involved in this, unlike in Gaza, the toxicity of animus against Iran in this town is so intense that the Republican party, which is now the ‘Israel can do no wrong’ party, is just winging for the administration.”Until recently, prominent US officials have thought they still had a chance to conclude a ceasefire and prevent the war from escalating further. Last week, US and French officials along with dozens of other countries called for a ceasefire in Lebanon. US officials briefed on the matter said they believed the “time was right” and that Israel would sign up.A western official last week told the Guardian that the Israeli threat to invade northern Lebanon was probably “psyops” largely designed to force Hezbollah and Iran to the negotiating table.But, at the same time, the official said, the situation in the region was extremely volatile, and could be upset by as little as a single drone strike against a sensitive target.One day later, a massive airstrike launched by the Israeli air force killed the Hezbollah leader, Hassan Nasrallah, upending security calculations in the region and potentially emboldening Israeli officials to believe they could fundamentally change the security dynamics in the region.“I understand, and happen to be very understanding of the administration position, because I spent almost 30 years inside knowing full the constraints of how to get anything done in this region, which is very hard,” Miller said. “But the notion that a US-French proposal for a three-week ceasefire in the middle of all this could work, I mean, it was, it was simply not well thought out.” More