๐ŸŒ Six thoughts on Israel and Gaza


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Hi there Intriguer. Letโ€™s dive straight in.

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Todayโ€™s briefing is a 5 min read:

  • ๐Ÿšจ Six dynamics weโ€™re tracking on Israel-Gaza.

  • ๐Ÿ‡ฒ๐Ÿ‡ณย Mongolia and France sign a uranium deal.

  • โž• Plus: From CEO to world leader, how the papers are covering Ecuadorโ€™s weekend election, and manhole covers go on sale in Japan.

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โฑ๏ธ Around the world in sixty seconds

  1. ๐Ÿ‡จ๐Ÿ‡ณย China: A South Korean ministry warned Friday that hundreds of North Korean dissidents living in China had been forcibly repatriated back to North Korea. Seoul believes up to 10,000 North Koreans are currently hiding (from Pyongyang) in China.

  2. ๐Ÿ‡ต๐Ÿ‡ฑย Poland: Voters at the weekendโ€™s ballot may have ejected Polandโ€™s ruling conservative party, with centrist parties poised to form government. The high-stakes campaign drove a record 73% turnout, with final results expected tomorrow (Tuesday) or later.

  3. ๐Ÿ‡ฆ๐Ÿ‡บย Australia: Voters roundly rejected a weekend referendum to recognise First Nations peoples in the constitution and create an Indigenous advisory body. Eight out of a total of 45 referendums have passed in Australiaโ€™s constitutional history.

  4. ๐Ÿ‡ฉ๐Ÿ‡ดย Dominican Republic: Haiti has refused the Dominican Republicโ€™s offer to partially reopen their shared border, nearly a month after Santo Domingo closed it to protest the construction of a Haitian canal. One Haitian official has said Santo Domingo should first apologise before moving to reopen the border.

  5. ๐Ÿ‡ฉ๐Ÿ‡ฟย Algeria: The Algerian Supreme Court has upheld the 7-year sentence of a journalist for โ€œinciting acts susceptible to threaten state securityโ€. Critics say the journalist was arrested for supporting pro-democracy protests in 2019.

๐Ÿ‡ฎ๐Ÿ‡ฑ Israel | Geopolitics

Six thoughts on Israel and Gaza

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After issuing an evacuation order for 1.1 million Palestinians in north Gaza, Israel has reportedly delayed its ground invasion in part due to poor weather.

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So here are six factors we’re tracking:

  1. ๐Ÿ‡ฎ๐Ÿ‡ฑย Israelโ€™s internal dynamics

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Israel says its goal in Gaza will be โ€œthe rout of Hamas and the elimination of its leaders after the slaughter they perpetratedโ€.

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But thereโ€™s little clarity on the contours of that goal, and less clarity still on Israelโ€™s plans thereafter: few Israelis want another occupation, fewer still want any continued role for Hamas, and thereโ€™s little prospect of any external force emerging as a willing, able, or acceptable replacement.

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So thereโ€™s talk of some kind of arrangement with the Palestinian factions running the West Bank. But theyโ€™d have little (if any) local legitimacy arriving in Gaza off the back of an Israeli invasion.

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And this is all complicated by a fog of national anger and trauma; sentiment turning against Netanyahu; and the window of Western support inevitability narrowing as the humanitarian consequences in Gaza unfold.

  1. ๐Ÿ‡ต๐Ÿ‡ธย Internal Palestinian political dynamics

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Hamas wouldโ€™ve anticipated Israeli retaliation, but it seemingly miscalculated the degree to which Iran and others were willing to then step in directly.

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So it’s hard to see Hamas leaders in Gaza surviving Israeli retaliation; likewise for its political leaders abroad (intriguingly, the Four Seasons has denied claims that Hamas leaders are at the luxury chainโ€™s Doha hotel).

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Meanwhile, the Palestinian Authority leader in the West Bank, Mahmoud Abbas, has increasingly emphasised a distinction between Hamas and the Palestinian people, foreshadowing more of a role for the Authority ahead.

  1. ๐Ÿ‡ฎ๐Ÿ‡ทย Iranย 

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Iranโ€™s other key proxy in the region (Hezbollah to Israelโ€™s north) has so far limited its actions to within its long-standing but unofficial rules of engagement with Israel. And the group seemed to dial back its rhetoric yesterday (Sunday) after clashes with Israel along the Lebanon border.

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So itโ€™s possible that, notwithstanding rhetoric to the contrary, Iran doesnโ€™t seem to be rushing to open up another front against Israel. And the sizeable new US military deployment off Israel would factor into Tehranโ€™s thinking.

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But the longer this all drags out and the worse the civilian toll in Gaza becomes, the higher the probability that Tehranโ€™s calculation changes.

  1. ๐Ÿ‡ช๐Ÿ‡ฌย Egyptย 

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Egyptโ€™s immediate priorities are its own regime stability and economic crisis, particularly ahead of Decemberโ€™s elections. And Cairo assesses that allowing large numbers of fleeing Palestinians out of Gaza and onto its restive Sinai territory would complicate both of these objectives.

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But its military seems to be establishing a buffer 5km from Egyptโ€™s Gaza border, so Cairo may be keeping its options open pending any concessions (such as debt relief) it can extract from the international community.

  1. ๐Ÿ‡ท๐Ÿ‡บย Russia

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For Moscow, this is all a timely global distraction from its invasion of Ukraine, and a further stretching of the Westโ€™s bandwidth to respond. So it’s seeking to sow tensions between Israel and Ukraine abroad, while mounting a massive (and so far very costly) offensive around Ukraineโ€™s Avdiyivka.

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For its part Ukraine, mindful of this dynamic, was quick to condemn the Hamas attacks, and thereโ€™s talk of President Zelensky visiting Israel soon.

  1. ๐Ÿ‡จ๐Ÿ‡ณย China

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China held pro-Palestinian positions as far back as the Mao era, and its initial โ€œall partiesโ€ statement last week angered Israel. But for now, this approach probably reflects Beijingโ€™s general preference to avoid directly taking sides if it can. And this in turn highlights that there are still real limits to its power.

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Also worth noting:

  • Media outlets continue to report on the humanitarian crisis unfolding in Gaza following Israelโ€™s siege and evacuation order.

๐Ÿ“ฐ How newspapers coveredโ€ฆ

Ecuadorโ€™s run-off presidential elections over the weekend

London, UK

โ€โ€˜People are dying in the streetโ€™: Ecuador election overshadowed by violent crimeโ€

Rio De Janeiro, Brazil

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โ€œEcuador Votes Amid Crisis and Stalled Economyโ€

New York, USA

โ€œDaniel Noboa, heir to banana fortune, wins Ecuadorโ€™s presidential runoff electionโ€

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Todayโ€™s newsletter is supported by: Patent Drop

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ย ๐Ÿ‡ฒ๐Ÿ‡ณ Mongolia | Mining & energy

Mongolia and France sign a uranium deal

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Mongolia and France have reportedly signed a $1.7B deal paving the way for French uranium (and lithium) mining in the country.

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Why uranium?ย 

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France currently operates 56 nuclear power plants, which accounted for over 60% of the countryโ€™s electricity needs last year. And Paris is working to reduce its dependence on Russian nuclear fuel and other inputs.

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And why Mongolia? Mongoliaโ€™s landlocked location between Russia and China leaves it keen to diversify its partners. And that same strategic location also makes it a priority partner for others:

  • ๐Ÿ‡จ๐Ÿ‡ณ President Xi hosted his Mongolian counterpart in July, and

  • ๐Ÿ‡บ๐Ÿ‡ธ The US hosted Mongoliaโ€™s prime minister in August.

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Intrigueโ€™s take: Resource partnerships with Mongolia arenโ€™t as straightforward as they look. Russia has been attempting to develop the countryโ€™s uranium mining sector since the 1950s with little success.

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Also worth noting:

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๐Ÿ—ณ๏ธ Poll time!

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In honour of World Food Day (today), what do you think is the best bread?

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๐Ÿง‘ New world leader of the day

New Zealandโ€™s newly elected prime minister, Christopher Luxon, arrives at his party headquarters after Saturdayโ€™s elections. Credits: David Rowland/Reuters

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Like seemingly everyone else this weekend, New Zealanders went to the polls on Saturday, propelling single-term parliamentarian Christopher Luxon to the prime ministerโ€™s office. His centre-right partyโ€™s โ€œback on trackโ€ campaign brought six years of Labour rule to an end.

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Before entering politics, Luxon (53) was CEO of Air New Zealand and Canada country head for British multinational, Unilever.

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Thursdayโ€™s poll: What are your thoughts on the way we’ve approached Israel-Gaza this week?

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๐ŸŸจโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธ ๐Ÿ‡ฎ๐Ÿ‡ฑ Too pro-Israel (15%)

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โฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธ ๐Ÿ‡ต๐Ÿ‡ธ Too pro-Palestinian (5%)

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โฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธ ๐Ÿ“ˆ Too much (2%)

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๐ŸŸจ๐ŸŸจโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธ ๐Ÿค Too little (22%)

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๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉ๐ŸŸฉย ๐Ÿคท In good faith (54%)

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โฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธโฌœ๏ธ โœ๏ธ Other (write in!) (2%)

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Your two cents:

  • ๐Ÿคย R.M: โ€œI just feel that the conflict, US carriers to the Gulf and the possible knock on effects and responses from other nearby countries merits more coverage.โ€

  • ๐Ÿคทย J.N: โ€œCommendably. In a sea of false dilemmas, itโ€™s good to be in the Intrigue lifeboat of nuance.โ€

  • โœ๏ธ M.E: โ€œIโ€™m against the targeting and killing of civilians but why does the West only seem to report on the loss of Israeli lives without reference to the loss of Palestinian lives over the past decades?โ€

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Weโ€™d like to thank you all for taking the time to vote and leave a comment ๐Ÿ™ย 
Team Intrigue