Nasrallah’s Killing Reveals Depth of Israel’s Penetration of Hezbollah

An Iraqi woman holds a picture of Lebanon's Hezbollah leader Hassan Nasrallah as she attends a protest following the announcement of his death, in Baghdad, Iraq, September 28, 2024. (Reuters)
An Iraqi woman holds a picture of Lebanon's Hezbollah leader Hassan Nasrallah as she attends a protest following the announcement of his death, in Baghdad, Iraq, September 28, 2024. (Reuters)
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Nasrallah’s Killing Reveals Depth of Israel’s Penetration of Hezbollah

An Iraqi woman holds a picture of Lebanon's Hezbollah leader Hassan Nasrallah as she attends a protest following the announcement of his death, in Baghdad, Iraq, September 28, 2024. (Reuters)
An Iraqi woman holds a picture of Lebanon's Hezbollah leader Hassan Nasrallah as she attends a protest following the announcement of his death, in Baghdad, Iraq, September 28, 2024. (Reuters)

In the wake of Hassan Nasrallah's killing, Hezbollah faces the enormous challenge of plugging the infiltration in its ranks that allowed its arch enemy Israel to destroy weapons sites, booby-trap its communications and assassinate the veteran leader, whose whereabouts had been a closely guarded secret for years.

Nasrallah's killing in a command HQ on Friday came barely a week after the deadly detonation of thousands of booby-trapped Hezbollah pagers and hundreds of radios - attacks widely blamed on Israel but which it has not claimed. His assassination was the culmination of a rapid succession of strikes that have eliminated half of Hezbollah's leadership council and decimated its top military command.

In the days before and hours after Nasrallah's killing, Reuters spoke to more than a dozen sources in Lebanon, Israel, Iran and Syria who provided details of the damage Israel has wrought on the powerful Shiite armed group, including to its supply lines and command structure. All asked for anonymity to speak about sensitive matters.

One source familiar with Israeli thinking told Reuters, less than 24 hours before the strike, that Israel has spent 20 years focusing intelligence efforts on Hezbollah and could hit Nasrallah when it wanted, including in the headquarters.

The person called the intelligence "brilliant," without providing details.

Israeli Prime Minister Benjamin Netanyahu and his close circle of ministers authorized the attack on Wednesday, two Israeli officials told Reuters. The attack took place while Netanyahu was in New York to speak at the UN General Assembly.

Nasrallah had avoided public appearances since a previous 2006 war. He had long been vigilant, his movements were restricted and the circle of people he saw was very small, according to a source familiar with Nasrallah's security arrangements. The assassination suggested his group had been infiltrated by informants for Israel, the source said.

The leader had been even more cautious than usual since the Sept. 17 pager blasts, out of concern Israel would try to kill him, a security source familiar with Hezbollah's thinking told Reuters a week ago, citing his absence from a commanders' funeral and his pre-recording of a speech broadcast a few days before.

Hezbollah's media office did not respond to a request for comment for this story. US President Joe Biden on Saturday called Nasrallah's killing "a measure of justice" for his many victims, and said the United States fully supported Israel's right to defend itself against Iranian-backed groups.

Israel says it carried out the hit on Nasrallah by dropping bombs on the underground headquarters below a residential building in southern Beirut.

"This is a massive blow and intelligence failure for Hezbollah," Magnus Ranstorp, a veteran Hezbollah expert at the Swedish Defense University. "They knew that he was meeting. He was meeting with other commanders. And they just went for him."

Including Nasrallah, Israel's military says it has killed eight of Hezbollah's nine most senior military commanders this year, mostly in the past week. These commanders led units ranging from the rocket division to the elite Radwan force.

Around 1,500 Hezbollah fighters were maimed by the exploding pagers and walkie talkies on Sept. 17 and Sept. 18.

On Saturday, Israel's military spokesperson Lieutenant Colonel Nadav Shoshani told reporters in a briefing that the military had "real-time" knowledge that Nasrallah and other leaders were gathering. Shoshani did not say how they knew, but said the leaders were meeting to plan attacks on Israel.

Brigadier General Amichai Levin, commander of Israel's Hatzerim Airbase, told reporters that dozens of munitions hit the target within seconds.

"The operation was complex and was planned for a long time," according to Levin.

DEPLETED

Hezbollah has shown the ability to replace commanders quickly, and Nasrallah's cousin Hashem Safieddine, also a cleric, has long been tipped as his successor.

"You kill one, they get a new one," said a European diplomat of the group's approach.

The group, whose name means Party of God, will fight on: by US and Israeli estimates it had some 40,000 fighters ahead of the current escalation, along with large weapons stockpiles and an extensive tunnel network near Israel's border.

Founded in Lebanon in 1982, the group is the most formidable member of Iran's so-called Axis of Resistance of anti-Israel allied irregular forces.

But it has been materially and psychologically weakened over the past 10 days.

Thanks to decades of backing from Iran, prior to the current conflict Hezbollah was among the world's most well-armed non-conventional armies, with an arsenal of 150,000 rockets, missiles and drones, according to US estimates.

That is ten times the size of the armory the group had in 2006, during its last war with Israel, according to Israeli estimates.

Over the past year, even more weapons have flowed into Lebanon from Iran, along with significant amounts of financial aid, a source familiar with Hezbollah's thinking said.

There have been few detailed public assessments of how much this arsenal has been damaged by Israel's offensive over the past week, which has hit Hezbollah strongholds in Bekka Valley, far from Lebanon's border with Israel.

One Western diplomat in the Middle East told Reuters prior to Friday's attack that Hezbollah had lost 20%-25% of its missile capacity in the ongoing conflict, including in hundreds of Israeli strikes this week. The diplomat did not provide evidence or details of their assessment.

An Israeli security official said "a very respectable portion" of Hezbollah's missile stocks had been destroyed, without giving further specifics.

In recent days, Israel has struck more than 1,000 Hezbollah targets. The security official, when asked about the military's extensive target lists, said Israel had matched Hezbollah's two-decade build up with preparations to prevent it launching its rockets in the first place - a complement to the Iron Dome air defense system that often downs missiles fired at the Jewish state.

Israeli officials say the fact that Hezbollah has only been able to launch a couple of hundred missiles a day in the past week was evidence its capabilities had been diminished.

IRAN CONNECTION

Before the strike on Nasrallah, three Iranian sources told Reuters Iran was planning to send additional missiles to Hezbollah to prepare for a prolonged war.

The weapons that were to be provided included short-to-medium-range ballistic missiles including Iranian Zelzals and an upgraded precision version known as the Fateh 110, the first Iranian source said.

Reuters was unable to reach the sources after the Nasrallah assassination.

While Iran is willing to provide military support, the two Iranian sources said it does not want to be directly involved in a confrontation between Hezbollah and Israel. The rapid escalation in hostilities over the past week follows a year of skirmishes tied to the Gaza war.

Iranian Revolutionary Guards' deputy commander Abbas Nilforoushan was killed in the Israeli strikes on Beirut on Friday, Iranian media reported on Saturday, citing a state TV report.

Hezbollah may need certain warheads and missiles along with drones and missile parts to replenish those destroyed by Israeli strikes across Lebanon last week, a senior Syrian military intelligence source added.

Iranian supplies have in the past reached Hezbollah by air and sea. On Saturday, Lebanon's transport ministry told an Iranian aircraft not to enter its airspace after Israel warned air traffic control at Beirut airport that it would use "force" if the plane landed, a source at the ministry told Reuters.

The source said it was not clear what was on the plane.

Land corridors are currently the best route for missiles, parts and drones, through Iraq and Syria, with the help of allied armed groups in those countries, an Iranian security official told Reuters this week.

The Syrian military source, however, said Israeli drone surveillance and strikes targeting convoys of trucks had compromised that route. This year, Israel stepped up attacks on weapons depots and supply routes in Syria to weaken Hezbollah ahead of any war, Reuters reported in June.

As recently as August, an Israeli drone hit weapons concealed in commercial trailers in Syria, the source said. This week, Israel's military said its warplanes bombed unspecified infrastructure used to transfer weapons to Hezbollah at the Syria-Lebanon border.

Joseph Votel, a former Army general who led US forces in the Middle East, said Israel and its allies could well intercept any missiles Iran sent by land to Hezbollah now.

"That might be a risk they're willing to take, frankly," he said.



What Happens When Russian Gas to Europe Via Ukraine Stops?

A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
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What Happens When Russian Gas to Europe Via Ukraine Stops?

A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo
A view shows a board with the logo of Russian gas producer Gazprom at the St. Petersburg International Economic Forum (SPIEF) in Saint Petersburg, Russia June 5, 2024. REUTERS/Anton Vaganov/File Photo

Austria's energy company OMV was informed by Gazprom that the Russian gas producer would halt deliveries of natural gas via Ukraine to OMV from 0500 GMT on Nov. 16 following OMV winning an arbitration case. Supplies of Russian gas to Europe via Ukraine may completely stop from Jan. 1 2025 after the current five-year deal expires as Kyiv has refused to negotiate the new terms of the transit with Moscow during the war.
Here is what happens if Russian gas transit via Ukraine is completely turned off and who will be affected most, according to Reuters.
HOW BIG ARE THE VOLUMES?
Russian gas supplies to Europe via Ukraine are relatively small. Russia shipped about 15 billion cubic meters (bcm) of gas via Ukraine in 2023 - only 8% of peak Russian gas flows to Europe via various routes in 2018-2019.
Russia spent half a century building its European gas market share, which at its peak stood at 35%.
Moscow lost its share to rivals such as Norway, the United States and Qatar since the invasion of Ukraine in 2022, prompting the EU to cut its dependence on Russian gas.
EU gas prices rallied in 2022 to record highs after the loss of Russian supplies. The rally won't be repeated given modest volumes and a small number of customers for the remaining volumes, according to EU officials and traders.
UKRAINIAN ROUTE
The Soviet-era Urengoy-Pomary-Uzhgorod pipeline brings gas from Siberia via the town of Sudzha - now under control of Ukrainian military forces - in Russia's Kursk region. It then flows through Ukraine to Slovakia.
In Slovakia, the gas pipeline splits into branches going to the Czech Republic and Austria.
Austria still receives most of its gas via Ukraine, while Russia accounts for around two-thirds of Hungary's gas imports.
Slovakia takes around 3 bcm from energy giant Gazprom per year, also about two-thirds of its needs.
Czech Republic almost completely cut gas imports from the east last year, but has started taking gas from Russia in 2024.
Most other Russian gas routes to Europe are shut including Yamal-Europe via Belarus and Nord Stream under the Baltic.
The only other operational Russian gas pipeline route to Europe is the Blue Stream and TurkStream to Türkiye under the Black Sea. Türkiye sends some Russian gas volumes onward to Europe including to Hungary.
WHY DOES THE UKRAINIAN ROUTE STILL WORK?
While remaining Russian gas transit volumes are small, the issue remains a dilemma for the EU. Many EU members such as France and Germany have said they would not buy Russian gas anymore but the stance of Slovakia, Hungary and Austria, which have closer ties to Moscow, challenges the EU common approach.
The countries, who still receive Russian gas, argue it is the most economic fuel and also blame neighboring EU countries for imposing high transit fees for alternative supplies.
Ukraine still earns $0.8-$1 billion in transit fees from Russian gas transit. Russia earns over $3 billion on sales via Ukraine based on an average gas price of $200 per 1,000 cubic meters, according to Reuters calculations.
Russia's gas pipeline export monopoly Gazprom plunged to a net loss of $7 billion in 2023, its first annual loss since 1999, because of the loss EU's gas markets.
Russia has said it would be ready to extend the transit deal but Kyiv has repeatedly said it won't do it.
Another option is for Gazprom to supply some of the gas via another route, for example via TurkStream, Bulgaria, Serbia or Hungary. However, capacity via these routes is limited.
The EU and Ukraine have also asked Azerbaijan to facilitate discussions with Russia regarding the gas transit deal, an Azeri presidential advisor told Reuters, who declined to give further details.