Israel woke Thursday to what analysts and officials described as one of the worst strategic reversals in the country's history, as the terms of Trump's preliminary agreement with Iran became clear. The deal, struck after a war that began in late February, fails to achieve a single one of Israel's stated war aims — and by several measures leaves Israel worse off than before the fighting started.
The agreement does nothing to curb Iran's ballistic missile arsenal or dismantle its network of proxy militias, including Hezbollah in Lebanon and the Houthis in Yemen. Crucially, it requires Israel to withdraw its forces from Lebanon, a constraint that did not exist before the war. It also obligates American forces to pull back from the 'proximity' of Iran within 30 days — a concession Tehran can frame as having chased the U.S. military out of the region entirely. Iran's nuclear program, the central justification for the war in the first place, was punted to a later round of negotiations. Meanwhile, hundreds of billions in potential sanctions relief, unfrozen assets, and reconstruction aid could flow to Tehran, potentially funding the very missile programs and militia networks the war was meant to neutralize.
Former Israeli deputy national security adviser Chuck Freilich put it bluntly: Iran is now the regional hegemon, having stood up to the world's superpower, secured its missile capabilities, and walked away with the nuclear question unresolved. Hawkish former national security adviser Yaakov Amidror described the deal as America paying in cash and receiving, at best, a letter of intent. Channel 12 analyst Nir Dvori compared it to a 'diplomatic October 7' — a cataclysmic surprise Israel was wholly unprepared for.
Netanyahu, who had confidently promised Israelis throughout the war that the U.S.-Israel alliance was 'changing the face of the Middle East,' addressed the deal only briefly on Thursday, vowing that Iran would never obtain nuclear weapons and that Israel would maintain its security zone in southern Lebanon regardless of the agreement's terms. The muted response stood in stark contrast to the triumphalist rhetoric he deployed at the war's outset. Meanwhile, Trump had publicly belittled Netanyahu at the G7 summit in France just the day before, calling him the 'very small partner' in the relationship and suggesting Israel would have been destroyed without American intervention.
The fallout is fracturing Israel politically and psychologically. A Likud lawmaker publicly swapped his red MAGA hat for a blue Israeli one on social media. A prominent columnist at Israel's largest newspaper wrote that Netanyahu had led Israel into 'the most severe collapse in its history.' Pollster Dahlia Scheindlin said Israelis are slowly absorbing the reality that their prime minister staked the entire U.S.-Israeli relationship on a personal bond with a president prone to sudden reversals — and that Netanyahu finally hit his limit.
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