'Next Day' Scenarios...Hamas’ Defeat, Return of the PA, and the Two-State Solution

 A Palestinian child sits on the rubble of homes destroyed by the Israeli bombing of Khan Yunis. (Reuters)
A Palestinian child sits on the rubble of homes destroyed by the Israeli bombing of Khan Yunis. (Reuters)
TT

'Next Day' Scenarios...Hamas’ Defeat, Return of the PA, and the Two-State Solution

 A Palestinian child sits on the rubble of homes destroyed by the Israeli bombing of Khan Yunis. (Reuters)
A Palestinian child sits on the rubble of homes destroyed by the Israeli bombing of Khan Yunis. (Reuters)

By the end of the week, 50 days will have passed since Hamas launched the Al-Aqsa Flood operation, and Israel responded with a devastating attack on the Gaza Strip.

While war is not over yet, all indicators suggest that the future of Gaza is being discussed in the corridors of major powers, to determine the shape of what has become known as “the next day.”

But what do we know about the scenarios being drawn for Gaza’s future?

The Defeat of Hamas

Western countries are drawing their scenarios based on the “inevitability” of the war ending with the defeat of Hamas and the movement’s failure to return to ruling Gaza again.

An informed Western source said that the major capitals are convinced that the clashes will not end before Hamas is defeated militarily, while acknowledging that this Palestinian movement is not only a military power, but also an “ideology” that cannot be eliminated by only using force.

“We know that [Hamas] is also an idea, and an idea is defeated by another,” the source remarked, adding that eliminating the group militarily without defeating it as an idea could “make us win the battle and lose the war.”

While the Israeli army penetrated deep into northern Gaza, Hamas, as well as the smaller Islamic Jihad group, are still daily announcing a series of operations, ambushes, bombings, and rocket launches, which means that they are able to continue confronting the invasion, at least, in the foreseeable future.

Hamas and Islamic Jihad fighters are holed up in a network of tunnels that extend under Gaza City and its suburbs.

However, the prominent Western source does not seem convinced that Hamas will hold out for long in northern Gaza.

“Israel is now preparing to launch its expected attack on Khan Yunis,” he said, which means that the goal of eliminating Hamas militarily is not only limited to the northern Gaza Strip only, but will extend to the south as well.

This matter must raise fears of a huge wave of displacement towards the border with Egypt. It is known that Khan Yunis currently houses hundreds of thousands of Palestinians who were originally displaced from northern Gaza, the focus of the current Israeli attack.

Who will fill the void?

If the scenario of “defeating Hamas” is achieved - as Israel and Western countries hope - a problem will arise about who will fill the vacuum after the fall of its rule, which has continued since 2007.

The Western source said that the current focus is on a role for the Palestinian Authority in governing the Gaza Strip, which the Palestinian leadership in Ramallah linked to a broader agreement that includes “ending the occupation” and implementing a political solution that ends with the establishment of a Palestinian state in the West Bank, East Jerusalem, and the Gaza Strip as well.

While the authority of President Mahmoud Abbas refuses to return to Gaza “onboard an Israeli tank,” the scenarios being discussed by Western diplomats place this matter at the top of the possible options in the next stage.

The informed Western source noted that among the possible options is the training of some members of the Palestinian Authority in Gaza in order to manage the Strip in a future stage, noting that the PA is still paying the salaries of thousands of Palestinian employees, who remained in the Strip after Hamas took control of it in 2007, following a short war that ended with the defeat of the PA security forces.

It seems that the bet on the Authority’s new role in managing Gaza came after Western powers failed to convince Arab countries to assume part of this role by sending forces to the Gaza Strip. The prominent Western source acknowledged that the relevant Arab countries categorically rejected this proposal.

Their refusal is seemed to be linked to the conviction that the priority was to stop the war and help the residents of the Gaza Strip humanitarianly, before thinking about “the next day” and who will rule Gaza if Hamas is defeated.

Reviving the “two-state solution”

In light of the Arab refusal to send forces, and the rejection of the Palestinian Authority to assume a role outside the framework of a comprehensive solution, it seems that the Western focus in the next stage will be on reviving the peace process in order to reach the implementation of the two-state solution.

According to the Western source, the United States is telling its interlocutors that it is determined to launch a major effort to implement the two-state solution, based on its conviction that defeating Hamas militarily is not enough, and that the Palestinians need a state that represents them and lives side by side next to Israel.

He added that the Americans publicly announced their rejection of the Israeli re-occupation of Gaza Strip, as well as any idea of changing its current borders, noting that Washington considers that the features of the solution are defined in the establishment of a Palestinian state on the 1967 borders, with a “land exchange” between the two parties, in reference to previous understandings and discussions on this matter between the Palestinian Authority and Israel.

Nonetheless, Egyptian President Abdel Fattah El-Sisi said on Friday - as he welcome the Spanish and Belgian prime ministers in Cairo - that reviving the two-state solution path was an exhausted idea, stressing the need to move “to recognize the Palestinian state and bring it into the United Nations.”

Regardless of the Egyptian position, the US effort to revive the two-state solution could face more than one obstacle in the next stage.

First, there is the “Israeli obstacle”. Benjamin Netanyahu’s government includes some extremist settlers who reject the establishment of a Palestinian state, and who insist on expanding settlement in the West Bank, which they call Judea and Samaria, according to the biblical name.

Pushing towards the formation of a Palestinian state will undoubtedly portend the fall of Netanyahu’s government and the holding of new elections, in which right-wing extremists may achieve significant results.

Second, the Biden administration will face another domestic obstacle, represented by a difficult electoral campaign against a stubborn opponent, Donald Trump, whom opinion polls give him a significant lead over his Republican rivals, and also over his Democratic opponent, Biden.

If Trump wins, he will not hesitate to provide greater support to Israel, and won’t be enthusiastic about the establishment of a Palestinian state on the lines demanded by the Palestinian Authority.

A third point must be solved before discussing “the next day”, which is the “Hamas” obstacle. All the scenarios presented are based on the fact that the movement will be defeated militarily and its rule will end. But that has not been achieved yet. Pending its realization, the West Bank and the Lebanese border fronts may explode, and the confrontation between the US and the pro-Iranian militias may expand in both Syria and Iraq, and perhaps in Yemen as well.



Will Ahmadinejad Return to the Political Scene in Iran?

Iranian former President Mahmoud Ahmadinejad. (AFP)
Iranian former President Mahmoud Ahmadinejad. (AFP)
TT

Will Ahmadinejad Return to the Political Scene in Iran?

Iranian former President Mahmoud Ahmadinejad. (AFP)
Iranian former President Mahmoud Ahmadinejad. (AFP)

A report by The Atlantic said the strike that hit a region close to Iranian former President Mahmoud Ahmadinejad’s residence in the first days of the war on Iran has returned to the spotlight a still controversial political figure even though he left office for over a decade ago.

On the first day of the Iran war, the assassination of Supreme Leader Ali Khamenei overshadowed news of a strike near Ahmadinejad’s home, said the report.

“Many who remembered his term in office - marked by Holocaust denial, atom-bomb fetishism, and shoving revolutionary ideology down the throats of a country already weary of it - celebrated his reported assassination,” it added. He was president from 2005 to 2013.

“Among those who have followed Ahmadinejad’s post-presidential career, however, his targeting was more of an enigma. Since leaving office, Ahmadinejad has harshly criticized the Iranian government, and as a result, Iran’s Guardian Council has formally excluded him from running for president,” said the report.

For more than a decade, he has been known more as a regime opponent than as a supporter. “I don’t understand why Israel would want to kill him in the first place,” Meir Javedanfar, who co-wrote a biography of Ahmadinejad, told The Atlantic. “Perhaps to settle scores? It makes no sense.”

Contrary to early reports, Ahmadinejad is alive, his associates revealed, requesting anonymity. “The circumstances of his survival may prove significant as the war drags on. Whatever the intent, Ahmadinejad’s associates say the strike was in effect a jailbreak operation that freed the former president from regime control.”

“Long before the war, the government had posted a small number of bodyguards near Ahmadinejad, nominally to protect a prominent citizen but also to keep tabs on him. The regime has never been sure what to do with him,” said the report.

About a month ago, after the January protests, his freedom of movement was further reduced, his phones confiscated, and the contingent of bodyguards increased from single digits to about 50. The bodyguards were based a few hundred meters from Ahmadinejad’s residence itself, at the entrance to a cul-de-sac in Narmak, in northeast Tehran. They established a checkpoint to monitor the houses and high school on that street.

“A February 28 strike hit not the residence, but the security forces nearby. In the ensuing mayhem, Ahmadinejad and his family evidently escaped their home and went underground. The government believed he had died, and his death was announced by official channels, as well as the reformist daily Sharq.”

“When rumors arose that Ahmadinejad had escaped, regime elements immediately suspected that he had been spirited away to take part in a coup,” said The Atlantic. “Ahmadinejad’s only public statement since the attack has been a brief eulogy for the supreme leader, calculated to show that Ahmadinejad was alive and to dispel speculation that he had declared himself an enemy of the state. His location is unknown to the government.”

In 2018, former Defense Minister Hussein Dehghan likened Ahmadinejad to “the door of the mosque, which can’t be burned or thrown away” without torching the mosque itself.

“Arresting Ahmadinejad could unsettle the regime,” Javedanfar said. “He knows a hell of a lot about it.”

“Ahmadinejad’s fans say that he has popular support, and that any postwar government will want him around to lend that support. If the current regime survives, it will need all the legitimacy it can get. If it does not, the United States might need someone with intimate - if outdated - knowledge of the Iranian state to be involved with what comes next. Ahmadinejad could still be useful,” the report said.


How Have US Presidents Tapped Strategic Petroleum Reserves During War?

GILLETT, TEXAS - MARCH 11: Pump jacks operate in a field on March 11, 2026 in Gillett, Texas. Brandon Bell/Getty Images/AFP
GILLETT, TEXAS - MARCH 11: Pump jacks operate in a field on March 11, 2026 in Gillett, Texas. Brandon Bell/Getty Images/AFP
TT

How Have US Presidents Tapped Strategic Petroleum Reserves During War?

GILLETT, TEXAS - MARCH 11: Pump jacks operate in a field on March 11, 2026 in Gillett, Texas. Brandon Bell/Getty Images/AFP
GILLETT, TEXAS - MARCH 11: Pump jacks operate in a field on March 11, 2026 in Gillett, Texas. Brandon Bell/Getty Images/AFP

The US plans to release 172 million barrels of oil from its Strategic Petroleum Reserve, more than 40% of a wider release coordinated with allies, to help dampen prices spiked by supply disruptions from the US-Israeli war on Iran.

The US sale, announced late on Wednesday, is part of a 400-million-barrel release by members of the International Energy Agency. The US Department of Energy said the US drawdown would begin next week and take about four months.

The SPR currently holds about 415 million barrels, most of which is high sulfur, or sour ‌crude, that US ‌refineries are geared to process. The crude is ‌held ⁠underground in hollowed-out salt ⁠caverns on the coasts of Texas and Louisiana that can store 714 million barrels.

Here is how US presidents have tapped the SPR in times of war:

RUSSIA INVADES UKRAINE

In March 2022, the month after Russia invaded Ukraine, former President Joe Biden ordered the release of 180 million barrels over six months - the largest sale ever from the emergency stash. Biden, ⁠and later President Donald Trump, slowly bought some oil ‌to replenish the reserves, but little ‌has been added back as Congress needs to provide more money to ‌do so.

LIBYA CIVIL WAR

In ⁠June 2011, former ⁠President Barack Obama ordered the release of 30 million barrels of oil from the reserve to offset disruptions to global markets from civil war in oil producer Libya. That sale was coordinated with the Paris-based IEA, resulting in an additional 30-million-barrel release from other member countries.

OPERATION DESERT STORM

In 1990-1991, after the Iraqi invasion of Kuwait, former President George H. W. Bush sold about 21 million barrels in two phases. In October 1990, the US ordered a 3.9-million-barrel test sale. In January 1991, after US and allied warplanes began attacks against Baghdad and other military targets in OPEC-member Iraq as part of Operation Desert Storm, Bush ordered the sale of 34 million barrels, of which half was sold.


How Trump and his Advisers Miscalculated Iran’s Response to War

Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out. Doug Mills/The New York Times
Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out. Doug Mills/The New York Times
TT

How Trump and his Advisers Miscalculated Iran’s Response to War

Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out. Doug Mills/The New York Times
Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out. Doug Mills/The New York Times

By Mark Mazzetti, Tyler Pager, Edward Wong

On Feb. 18, as President Trump weighed whether to launch military attacks on Iran, Chris Wright, the energy secretary, told an interviewer he was not concerned that the looming war might disrupt oil supplies in the Middle East and wreak havoc in energy markets.

Even during the Israeli and US strikes against Iran last June, Wright said, there had been little disruption in the markets. “Oil prices blipped up and then went back down,” he said.

Some of Trump’s other advisers shared similar views in private, dismissing warnings that — the second time around — Iran might wage economic warfare by closing shipping lanes carrying roughly 20% of the world’s oil supply.

The extent of that miscalculation was laid bare in recent days, as Iran threatened to fire at commercial oil tankers transiting the Strait of Hormuz, the strategic choke point through which all ships must pass on their way out of the Arabian Gulf.

In response to the Iranian threats, commercial shipping has come to a standstill in the Gulf, oil prices have spiked, and the Trump administration has scrambled to find ways to tamp down an economic crisis that has triggered higher gasoline prices for Americans.

The episode is emblematic of how much Trump and his advisers misjudged how Iran would respond to a conflict that the government in Tehran sees as an existential threat.

Iran has responded far more aggressively than it did during last June’s 12-day war, firing barrages of missiles and drones at US military bases, cities in Arab nations across the Middle East, and on Israeli population centers.

US officials have had to adjust plans on the fly, from hastily ordering the evacuation of embassies to developing policy proposals to reduce gas prices.

After Trump administration officials gave a closed-door briefing to lawmakers on Tuesday, Senator Christopher S. Murphy, Democrat of Connecticut, said on social media that the administration had no plan for the Strait of Hormuz and did “not know how to get it safely back open.”

Inside the administration, some officials are growing pessimistic about the lack of a clear strategy to finish the war. But they have been careful not to express that directly to the president, who has repeatedly declared that the military operation is a complete success.

Trump has laid out maximalist goals like insisting that Iran name a leader who will submit to him, while Secretary of State Marco Rubio and Defense Secretary Pete Hegseth have described narrower and more tactical objectives that could provide an off-ramp in the near term.

Karoline Leavitt, the White House press secretary, said the administration “had a strong game plan” before the war broke out, and vowed that oil prices would drop after it ended.

“The purposeful disruption in the oil market by the Iranian regime is short term, and necessary for the long-term gain of wiping out these terrorists and the threat they pose to America and the world,” she said in a statement.

This article is based on interviews with a dozen US officials, who asked for anonymity to discuss private conversations.

‘Show Some Guts’

Hegseth acknowledged on Tuesday that Iran’s ferocious response against its neighbors caught the Pentagon somewhat off guard. But he insisted that Iran’s actions were backfiring.

“I can’t say that we anticipated necessarily that’s exactly how they would react, but we knew it was a possibility,” Hegseth said at a Pentagon news conference. “I think it was a demonstration of the desperation of the regime.”

Trump has displayed growing frustration over how the war is disrupting the oil supply, telling Fox News that oil tanker crews should “show some guts” and sail through the Strait of Hormuz.

Some military advisers did warn before the war that Iran could launch an aggressive campaign in response, and would view the US-Israeli attack as a threat to its existence. But other advisers remained confident that killing Iran’s senior leadership would lead to more pragmatic leaders taking over who might bring an end to the war.

When Trump was briefed about risks that oil prices could rise in the event of war, he acknowledged the possibility but downplayed it as a short-term concern that should not overshadow the mission to decapitate the Iranian regime. He directed Wright and Treasury Secretary Scott Bessent to work on developing options for a potential spike in prices.

But the president did not speak publicly about these options — including political risk insurance backed by the US government, and the potential of US Navy escorts — until more than 48 hours after the conflict started. The escorts have not yet taken place.

As the conflict has roiled global markets, Republicans in Washington have grown concerned about rising oil prices damaging their efforts to sell an economic agenda to voters ahead of the midterm elections.

Trump, both publicly and privately, has been arguing that Venezuelan oil could help solve any shocks coming from the Iran war. The administration announced on Tuesday a new refinery in Texas that officials said could help increase oil supply, ensuring that Iran does not cause any long-term damage to oil markets.

A Potential Off-Ramp

Trump has said both that the war could go on for more than a month and that it was “very complete, pretty much.” He also said the United States would “go forward more determined than ever.”

Rubio and Hegseth, however, appear to have coordinated their messaging for now on three discrete goals that they began laying out in public remarks on Monday and Tuesday.

“The goals of this mission are clear,” Rubio said at a State Department event on Monday before Trump held his own news conference. “It is to destroy the ability of this regime to launch missiles, both by destroying their missiles and their launchers; destroy the factories that make these missiles; and destroy their navy.”

The State Department even laid out the three goals in bullet-point fashion, and highlighted a video clip of Rubio stating them on an official social media account.

The presentation by Rubio, who is also the White House national security adviser, appeared to be setting the stage for the president to bring an end to the war sooner rather than later. In his news conference, Trump boasted of how the US military had already destroyed Iran’s ballistic missile capability and its navy. But he also warned of even more aggressive action if Iranian leaders tried to cut off the world’s energy supply.

Matthew Pottinger, who was a deputy national security adviser in the first Trump administration, said in an interview that Mr. Trump had indicated he could decide to pursue ambitions war goals that would take weeks at least.

“In his press conference, I could hear him circling back to a rationale for fighting a bit longer given that the regime is still signaling it won’t be deterred and is still trying to control the Strait of Hormuz,” said Pottinger, now the chair of the China program at the Foundation for Defense of Democracies, a group that advocates a close US partnership with Israel and confrontation with Iran.

“He doesn’t want to have to fight a ‘sequel’ war,” Pottinger added.

The search for pathways out of the war has gained urgency since the weekend, as global oil prices surge and as the United States burns through costly munitions.

Pentagon officials said in recent closed-door briefings on Capitol Hill that the military used up $5.6 billion of munitions in the first two days of the war alone, according to three congressional officials. That is a far larger amount and munitions burn rate than had been publicly disclosed. The Washington Post reported on the figure on Monday.

Iranian officials have remained defiant, saying they will use their leverage over the world’s oil supply to force the United States and Israel to blink.

“Strait of Hormuz will either be a Strait of peace and prosperity for all,” Ali Larijani, Iran’s top national security official, said in a social media post on Tuesday. “Or it will be a Strait of defeat and suffering for warmongers.”

The New York Times