Behind the Dismantling of Hezbollah: Decades of Israeli Intelligence

A banner of Hezbollah leader Hassan Nasrallah near the rubble of a building destroyed by Israel in Beirut’s southern suburbs known as Dahiyeh. (dpa)
A banner of Hezbollah leader Hassan Nasrallah near the rubble of a building destroyed by Israel in Beirut’s southern suburbs known as Dahiyeh. (dpa)
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Behind the Dismantling of Hezbollah: Decades of Israeli Intelligence

A banner of Hezbollah leader Hassan Nasrallah near the rubble of a building destroyed by Israel in Beirut’s southern suburbs known as Dahiyeh. (dpa)
A banner of Hezbollah leader Hassan Nasrallah near the rubble of a building destroyed by Israel in Beirut’s southern suburbs known as Dahiyeh. (dpa)

Mark Mazzetti, Sheera Frenkel and Ronen Bergman

Right up until he was assassinated, Hassan Nasrallah did not believe that Israel would kill him.

As he hunkered inside a Hezbollah fortress 40 feet underground on Sept. 27, his aides urged him to go to a safer location. Nasrallah brushed it off, according to intelligence collected by Israel and shared later with Western allies. In his view, Israel had no interest in a full-scale war.

What he did not realize was that Israeli spy agencies were tracking his every movement — and had been doing so for years.

Not long after, Israeli F-15 jets dropped thousands of pounds of explosives, obliterating the bunker in a blast that buried Nasrallah and other top Hezbollah commanders. The next day, Nasrallah’s body with a top Iranian general based in Lebanon. Both men died of suffocation, the intelligence found, according to several people with knowledge of it.

The death of Nasrallah, who for decades commanded Hezbollah in its fight against the Israeli state, was the culmination of a two-week offensive. The campaign combined covert technological wizardry with brute military force, including remotely detonating explosives hidden in thousands of pagers and walkie-talkies used by Hezbollah, as well as a withering aerial bombardment with the aim of destroying thousands of missiles and rockets capable of hitting Israel.

It was also the result of two decades of methodical intelligence work in preparation for an all-out war that many expected would eventually come.

A New York Times investigation, based on interviews with more than two dozen current and former Israeli, American and European officials who spoke on the condition of anonymity to discuss classified operations, reveals just how extensively Israeli spies had penetrated Hezbollah. They recruited people to plant listening devices in Hezbollah bunkers, tracked meetings between one top commander and his four mistresses, and had near constant visibility into the movements of the group’s leaders.

It is a story of breakthroughs, as in 2012 when Israel’s Unit 8200 — the country’s equivalent of the National Security Agency — stole a trove of information, including specifics of the leaders’ secret hide-outs and the group’s arsenal of missiles and rockets.

There were stumbles, as in late 2023 when a Hezbollah technician got suspicious about the batteries in the walkie-talkies.

And there were scrambles to save their efforts, as in September, when Unit 8200 collected intelligence that Hezbollah operatives were concerned enough about the pagers that they were sending some of them to Iran for inspection.

Lebanese soldiers outside a hospital where injured people were being taken after a wave of pager explosions in September in Beirut, the Lebanese capital. (EPA)

Worried that the operation would be exposed, top intelligence officials persuaded Prime Minister Benjamin Netanyahu of Israel to give the order to detonate them, setting in motion the campaign that culminated in the assassination of Nasrallah.

Israel’s decimation of Hezbollah was a significant victory for a country that, one year earlier, had suffered the greatest intelligence failure in its history, when Hamas-led fighters invaded it on Oct. 7, 2023, killed more than 1,200 people and took 250 hostages.

The Hezbollah campaign, part of a broader war that has killed thousands of people in Lebanon and displaced more than a million, defanged one of Israel’s greatest adversaries and dealt a blow to Iran’s regional strategy of arming and funding paramilitary groups bent on Israel’s destruction. The weakening of the Iran-led axis reshaped the dynamics in the Middle East, contributing to the fall of Bashar al-Assad's regime in Syria.

The contrast between Israel’s approaches to Hezbollah and to Hamas is also stark and devastating. The intense intelligence focus on Hezbollah shows that the country’s leaders believed that the Lebanese group posed the greatest imminent threat to Israel. And yet it was Hamas in the Gaza Strip, a group Israeli intelligence believed had neither the interest nor the abilities to attack Israel, that launched a surprise attack and caught the nation unprepared.

Israel was in a standoff with Nasrallah and his top commanders of Hezbollah for decades, and Israeli intelligence assessments have concluded that it will take years, possibly more than a decade, for the group to rebuild after their deaths. The group of leaders now in charge has far less combat experience than the earlier generation.

And yet the new leaders, like Hezbollah’s founders, are driven by a central animating principle: conflict with Israel.

“Hezbollah can’t continue to get support and funding from Iran without being in a war against Israel. That’s the raison d’être for Hezbollah,” said Brig. Gen. Shimon Shapira, a former military secretary for Netanyahu and the author of “Hezbollah: Between Iran and Lebanon.”

“They will rearm and rebuild,” he said. “It’s only a matter of time.”

Building a Network of Sources

The 2006 war between Israel and Hezbollah was a bloody stalemate. Israel withdrew from Lebanon after 34 days of fighting, which began after Hezbollah kidnapped and killed two Israeli soldiers. The war, which did not achieve Israel’s objectives, had been something of a humiliation, forcing an investigation panel, resignations of top generals and a reckoning inside Israel’s security apparatus about the quality of its intelligence.

But operations during the war, based on Israeli intelligence gathering, formed the foundation for the country’s later approach. One operation planted tracking devices on Hezbollah’s Fajr missiles that gave Israel information about munitions hidden inside secret military bases, civilian storage facilities and private homes, according to three former Israeli officials. In the 2006 war, the Israeli Air Force bombed the sites, destroying the missiles.

In the years after the war, Nasrallah projected confidence that Hezbollah could win another conflict against Israel, likening the nation to a spider web — menacing from afar but a threat that could be easily brushed aside.

As Hezbollah rebuilt, the Mossad, Israel’s foreign intelligence service, expanded a network of human sources inside the party, according to 10 current and former American and Israeli officials.

Specifically, the Mossad recruited people in Lebanon to help Hezbollah build secret facilities after the war. The Mossad sources fed the Israelis information about the locations of hide-outs and assisted in monitoring them, two officials said.

The Israelis generally shared Hezbollah intelligence with the United States and European allies.

A significant moment came in 2012, when Unit 8200 obtained a trove of information about the specific whereabouts of Hezbollah leaders, their hide-outs and the group’s batteries of missiles and rockets, according to five current and former Israeli defense and European officials.

That operation raised confidence within Israeli intelligence agencies that — should Netanyahu make good on threats to attack Iran’s nuclear sites — the Israeli military could help neuter Hezbollah’s ability to retaliate.

Netanyahu visited the Tel Aviv headquarters of Unit 8200 shortly after the operation. During the visit, the head of Unit 8200 made a show by printing out the trove of information, producing a tall stack of paper. Standing next to the material, he told Netanyahu, “You can now attack Iran,” according to two current and former Israeli defense officials with knowledge of the meeting.

Israel did not attack.

During the years that followed, Israeli spy agencies worked to refine the intelligence gathered from the earlier operation to produce information that could be used in the event of a war with Hezbollah.

According to two Israeli defense officials with knowledge of the intelligence, when the 2006 war ended, Israel had “target portfolios” for just under 200 Hezbollah leaders, operatives, weapons caches and missile locations. By the time Israel launched its campaign in September, it was tens of thousands.

A photo taken on September 18, 2024, in Beirut's southern suburbs shows the remains of exploded pagers on display at an undisclosed location. (AFP/Getty Images)

Turning Pagers into Deadly Devices

To gain an advantage in an eventual war with Hezbollah, Israel also developed plans to sabotage the militia from within. Israel’s Unit 8200 and Mossad championed a plan to supply Hezbollah with booby-trapped devices that could be detonated at a future date, according to six current and former Israeli defense officials.

Within the Israeli intelligence community, the devices were known as “buttons” that could be activated at Israel’s moment of choosing.

Designing and producing the buttons was relatively straightforward. Israeli engineers mastered placing PETN explosives within the batteries of electronic devices, turning them into small bombs.

The more difficult operation fell to the Mossad, which for nearly a decade tricked the group into buying military equipment and telecommunication devices from Israeli shell companies.

In 2014, Israel seized an opportunity when the Japanese technology company iCOM stopped producing its popular IC-V82 walkie-talkies. The devices, originally assembled in Osaka, Japan, were so popular that replicas were already being made across Asia and sold in online forums and in black market deals.

Unit 8200 discovered that Hezbollah was specifically searching for the same device to equip all of its frontline forces, according to seven Israeli and European officials. They had even designed a special vest for their troops with a chest pocket tailored for the device.

Israel began manufacturing its own replicas of the walkie-talkies with small modifications, including packing explosive material into their batteries, according to eight current and former Israeli and American officials. The first Israeli-made replicas arrived in Lebanon in 2015 — and more than 15,000 were eventually shipped, some of the officials said.

In 2018, a female Israeli Mossad intelligence officer drafted a plan that would use a similar technique to implant explosive material into a pager battery. Israeli intelligence commanders reviewed the plan, but determined that Hezbollah’s use of pagers was not widespread enough, according to three officials. The plan was shelved.

Over the next three years, Israel’s increasing ability to hack into cellphones left Hezbollah, Iran and their allies increasingly wary of using smartphones. Israeli officers from Unit 8200 helped fuel the fear, using bots on social media to push Arabic-language news reports on Israel’s ability to hack into phones, according to two officers in the agency.

Worried about smartphones being compromised, Hezbollah’s leadership decided to expand its use of pagers. Such devices allowed them to send out messages to fighters but did not reveal location data nor have cameras and microphones that could be hacked.

As it did, Hezbollah began looking for pagers hardy enough for combat conditions, according to eight current and former Israeli officials. Israeli intelligence officers reconsidered the pager operation, and worked to build a network of shell companies to hide their origins and sell the products to the militia.

Israeli intelligence officers targeted the Taiwanese brand Gold Apollo, well known for pagers.

In May 2022, a company called BAC Consulting was registered in Budapest. One month later, in Sofia, Bulgaria, a company called Norta Global Ltd. was registered to a Norwegian citizen named Rinson Jose.

BAC Consulting bought a licensing agreement from Gold Apollo to manufacture a new pager model known as the AR-924 Rugged. It was bulkier than the existing Gold Apollo pagers, but it was promoted as waterproof and with a longer-lasting battery life than competitors’ devices.

The Mossad oversaw production of the pagers in Israel, according to Israeli officials. Working through intermediaries, Mossad agents began marketing the pagers to Hezbollah buyers and offered a discounted price for a bulk purchase.

The Mossad presented the gadget, one without any hidden explosives, to Netanyahu during a meeting in March 2023, according to two people with knowledge of the meeting. The prime minister was skeptical about their durability, and asked David Barnea, the Mossad chief, how easily they might break. Barnea assured him they were sturdy.

Not convinced, Netanyahu abruptly stood up and threw the device against the wall of his office. The wall cracked, but the pager did not.

The Mossad front company shipped the first batch of pagers to Hezbollah that fall.

Israel's Prime Minister Benjamin Netanyahu addresses the 79th United Nations General Assembly at UN headquarters in New York, US, September 27, 2024. (Reuters)

Conducting War Games

The pager operation was not fully in place in October 2023, when the Hamas-led attacks ignited a fierce debate within the Israeli government about whether Israel should launch a full-scale war against Hezbollah.

Some, including Defense Minister Yoav Gallant, argued for striking at Hezbollah, which began launching missiles at Israel on Oct. 8 in solidarity with Hamas. It was an opportunity, he said, to deal with the “hard enemy” of Hezbollah before turning to what he considered the less difficult enemy of Hamas, according to five Israeli officials familiar with the meetings.

After a phone call with President Joe Biden on Oct. 11, 2023, Netanyahu, along with his newly formed war cabinet, decided for the time being against opening another front with Hezbollah, effectively ending high-level debate about the topic for months.

Even as Israel focused on Hamas, military and intelligence officials continued to refine plans for an eventual war with Hezbollah.

Israeli intelligence analysts, who were constantly monitoring the use of the devices, discovered a potential problem with the operation. At least one Hezbollah technician began to suspect that the walkie-talkies might contain hidden explosives, according to three Israeli defense officials. Israel dealt with it swiftly this year, killing the technician with an airstrike.

For nearly a year, Israeli intelligence and the air force also ran roughly 40 war games built around killing Nasrallah and other senior Hezbollah leaders, said two Israeli officials. They wanted to be able to target them at the same time, even if they were not in the same place.

Along the way, Israel collected mundane and intimate details about Hezbollah commanders, including the identities of the four mistresses of Fuad Shukr, a founding member of Hezbollah long ago identified by the US government as one of the planners of the 1983 bombing of the barracks in Beirut, Lebanon, that killed 241 American Marines.

At one point this year, apparently feeling uncomfortable about his situation, Shukr sought assistance from Hezbollah’s highest religious cleric to marry all four women, according to two Israeli officials and a European official. The cleric, Hashem Safieddine, arranged four separate phone-based wedding ceremonies for Shukr.

The simmering conflict boiled over this summer, when a Hezbollah rocket attack in July killed a dozen Israelis, including schoolchildren, in Majdal Shams, a town in the Golan Heights.

Israel responded days later with an airstrike in Beirut that killed Shukr. It was a provocative step to take, to assassinate a top commander of Hezbollah’s forces.

‘Use it or Lose it’

After the back-and-forth attacks, the debate renewed inside Israel’s government about opening a “northern front” against Hezbollah. The Israeli military and the Mossad drew up different strategies for a campaign against Hezbollah, according to four Israeli officials.

In late August, Barnea, the Mossad chief, wrote a secret letter to Netanyahu, according to a senior Israeli defense official. The letter advocated a two-to-three-week campaign that included eliminating more than half of the group’s missile abilities and destroying installations within about six miles of the Israeli border. At the same time, senior military officials began their own effort to lobby Netanyahu to intensify a campaign against Hezbollah.

New intelligence disrupted the planning. Hezbollah operatives had become suspicious that the pagers might be sabotaged, according to several officials.

On Sept. 11, intelligence showed that Hezbollah was sending some of the pagers to Iran for examination, and Israeli officials knew it was only a matter of time before the covert operation would be blown.

On Sept. 16, Netanyahu met with top security chiefs to weigh whether to detonate the pagers in a “use it or lose it” operation, according to four Israeli security officials. Some opposed it, saying it might prompt a full Hezbollah counterattack and possibly a strike by Iran.

Netanyahu ordered the operation. The following day, at 3:30 p.m. local time, the Mossad ordered an encrypted message to be sent to thousands of the pagers. Seconds later, the pagers detonated.

At the time the pagers exploded, Jose, the Norwegian who was the head of one of the Mossad front companies, was attending a technology conference in Boston.

Within days, Jose was identified in news articles as a participant in the operation, and the Norwegian government announced that it wanted him back in Norway for questioning.

Israeli officials secretly pressured the Biden administration to ensure that Jose could leave the United States without going back to Norway, according to one Israeli and one American official.

Israeli officials would not disclose Jose’s location. One senior Israeli defense official said only that he was in a “safe place.”

Approving an Assassination

After the pager operation, the Netanyahu government, with the support of high-ranking defense officials, opted for all-out war, a campaign marked by a series of escalations.

The day after detonating the pagers, the Mossad blew up the walkie-talkies, most of which were still in storage because Hezbollah leaders had not yet mobilized fighters for a battle against Israel.

In all, dozens of people were killed by the pager and walkie-talkie explosions, including several children, and thousands were wounded. Most of the casualties were Hezbollah operatives, sowing chaos among the top ranks of the group.

Days after, on Sept. 20, Israeli jets struck a building in Beirut where commanders of Hezbollah’s elite Radwan Force were meeting in a bunker, killing several of them along with Ibrahim Aqeel, the head of Hezbollah’s military operations.

On Sept. 23, the Israeli Air Force conducted a major campaign, hitting more than 2,000 targets aimed at Hezbollah’s stores of medium and long-range missiles.

The most consequential decision remained: whether or not to kill Nasrallah.

As senior Israeli officials debated, intelligence agencies received new information that Nasrallah planned to move to a different bunker, one that would be far more difficult to hit, according to two Israeli defense officials and a Western official.

On Sept. 26, with Netanyahu set to fly to New York for a meeting of the United Nations General Assembly, the prime minister gathered with his top political, intelligence and military advisers to discuss approving the assassination. They also had to decide whether to tell the Americans in advance.

Netanyahu and other top advisers opposed notifying the Biden administration. They believed that US officials would push back against the strike, but that regardless, the United States would come to Israel’s defense in case Iran retaliated.

They agreed to keep the Americans in the dark.

Netanyahu approved the assassination the next day, after he landed in New York and only hours before standing at the podium at the United Nations.

In his speech, he spoke about the grip that Hezbollah had over Lebanon. “Don’t let Nasrallah drag Lebanon into the abyss,” he told the presidents and prime ministers gathered.

Soon after, the Israeli F-15 jets above Beirut dropped thousands of pounds of explosives.

*The New York Times



What Lies Ahead for Ukraine’s Contested Zaporizhzhia Nuclear Power Plant?

A Russian service member stands guard at a checkpoint near the Zaporizhzhia Nuclear Power Plant before the arrival of the International Atomic Energy Agency (IAEA) expert mission in the course of Russia-Ukraine conflict outside Enerhodar in the Zaporizhzhia region, Russian-controlled Ukraine, June 15, 2023. (Reuters)
A Russian service member stands guard at a checkpoint near the Zaporizhzhia Nuclear Power Plant before the arrival of the International Atomic Energy Agency (IAEA) expert mission in the course of Russia-Ukraine conflict outside Enerhodar in the Zaporizhzhia region, Russian-controlled Ukraine, June 15, 2023. (Reuters)
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What Lies Ahead for Ukraine’s Contested Zaporizhzhia Nuclear Power Plant?

A Russian service member stands guard at a checkpoint near the Zaporizhzhia Nuclear Power Plant before the arrival of the International Atomic Energy Agency (IAEA) expert mission in the course of Russia-Ukraine conflict outside Enerhodar in the Zaporizhzhia region, Russian-controlled Ukraine, June 15, 2023. (Reuters)
A Russian service member stands guard at a checkpoint near the Zaporizhzhia Nuclear Power Plant before the arrival of the International Atomic Energy Agency (IAEA) expert mission in the course of Russia-Ukraine conflict outside Enerhodar in the Zaporizhzhia region, Russian-controlled Ukraine, June 15, 2023. (Reuters)

The Zaporizhzhia nuclear power plant, Europe's largest, is one of the main sticking points in US President Donald Trump's peace plan to end the nearly four-year war between Russia and Ukraine. The issue is one of 20 points laid out by Ukrainian President Volodymyr Zelenskiy in a framework peace proposal.

Here are some of the issues regarding the facility:

WHAT ROLE MAY THE US PLAY?

Russia took control of the plant in March 2022 and announced plans to connect it to its power grid. Almost all countries consider that it belongs to Ukraine but Russia says it is owned by Russia and a unit of Russia's state-owned Rosatom nuclear corporation runs the plant.

Zelenskiy stated at the end of December that the US side had proposed joint trilateral operation of the nuclear power plant with an American chief manager.

Zelenskiy said the Ukrainian proposal envisages Ukrainian-American use of the plant, with the US itself determining how to use 50% of the energy produced.

Russia has considered joint Russian-US use of the plant, according to the Kommersant newspaper.

WHAT IS ITS CURRENT STATUS?

The plant is located in Enerhodar on the banks ‌of the Dnipro River and ‌the Kakhovka Reservoir, 550 km (342 miles) southeast of the capital Kyiv.

The Zaporizhzhia nuclear power plant has ‌six ⁠Soviet-designed reactors. They were ‌all built in the 1980s, although the sixth only came online in the mid-1990s after the collapse of the Soviet Union. It has a total capacity of 5.7 gigawatts, according to an International Atomic Energy Agency (IAEA) database.

Four of the six reactors no longer use Russian nuclear fuel, having switched to fuel produced by then-US nuclear equipment supplier Westinghouse.

After Russia took control of the station, it shut down five of its six reactors and the last reactor ceased to produce electricity in September 2022. Rosatom said in 2025 that it was ready to return the US fuel to the United States.

According to the Russian management of the plant, all six reactors are in "cold shutdown."

Both Russia and Ukraine have accused each other of striking the nuclear plant and of severing power lines to the plant.

The plant's equipment is powered by ⁠electricity supplied from Ukraine. Over the past four years these supplies have been interrupted at least eleven times due to breaks in power lines, forcing the plant to switch to emergency diesel generators.

Emergency generators ‌on site can supply electricity to keep the reactors cool if external power lines are cut.

IAEA ‍Director General Rafael Grossi says that fighting a war around a nuclear ‍plant has put nuclear safety and security in constant jeopardy.

WHY DOES RUSSIA WANT ZAPORIZHZHIA PLANT?

Russia has been preparing to restart the station but ‍says that doing so will depend on the situation in the area. Rosatom chief Alexei Likhachev has not ruled out the supply of electricity produced there to parts of Ukraine.

Oleksandr Kharchenko, director of the Energy Research Center in Kyiv, said Moscow intended to use the plant to cover a significant energy deficit in Russia's south.

"That's why they are fighting so hard for this station," he said.

In December 2025, Russia's Federal Service for Environmental, Technological and Nuclear Supervision issued a license for the operation of reactor No. 1, a key step towards restarting the reactor.

Ukraine's energy ministry called the move illegal and irresponsible, risking a nuclear accident.

WHY DOES UKRAINE NEED THE PLANT?

Russia has been pummeling Ukraine's energy infrastructure for months and some areas have had blackouts during winter.

In recent ⁠months, Russia has sharply increased both the scale and intensity of its attacks on Ukraine's energy sector, plunging entire regions into darkness.

Analysts say Ukraine's generation capacity deficit is about 4 gigawatts, or the equivalent of four Zaporizhzhia reactors.

Kharchenko says it would take Ukraine five to seven years to build the generating capacity to compensate for the loss of the Zaporizhzhia plant.

Kharchenko said that if Kyiv regained control of the plant, it would take at least two to three years to understand what condition it was in and another three years to restore the equipment and return it to full operations.

Both Ukrainian state nuclear operator Energoatom and Kharchenko said that Ukraine did not know the real condition of the nuclear power plant today.

WHAT ABOUT COOLING FUEL AT THE PLANT?

In the long term, there is the unresolved problem of the lack of water resources to cool the reactors after the vast Kakhovka hydro-electric dam was blown up in 2023, destroying the reservoir that supplied water to the plant.

Besides the reactors, there are also spent fuel pools at each reactor site used to cool down used nuclear fuel. Without water supply to the pools, the water evaporates and the temperatures increase, risking fire.

An emission of hydrogen from a spent fuel pool caused an explosion in Japan's Fukushima nuclear disaster in ‌2011.

Energoatom said the level of the Zaporizhzhia power plant cooling pond had dropped by more than 15%, or 3 meters, since the destruction of the dam, and continued to fall.

Ukrainian officials previously said the available water reserves may be sufficient to operate one or, at most, two nuclear reactors.


Egypt, Trump Reaffirm Strategic Alliance in 2025 amid Regional Turmoil

Egyptian President Abdel Fattah al-Sisi meets President Donald Trump ahead of a world leaders' summit on ending the Gaza war, in Sharm el-Sheikh, Egypt, October 13, 2025. (Reuters)
Egyptian President Abdel Fattah al-Sisi meets President Donald Trump ahead of a world leaders' summit on ending the Gaza war, in Sharm el-Sheikh, Egypt, October 13, 2025. (Reuters)
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Egypt, Trump Reaffirm Strategic Alliance in 2025 amid Regional Turmoil

Egyptian President Abdel Fattah al-Sisi meets President Donald Trump ahead of a world leaders' summit on ending the Gaza war, in Sharm el-Sheikh, Egypt, October 13, 2025. (Reuters)
Egyptian President Abdel Fattah al-Sisi meets President Donald Trump ahead of a world leaders' summit on ending the Gaza war, in Sharm el-Sheikh, Egypt, October 13, 2025. (Reuters)

After months of speculation over the trajectory of Egyptian-US relations, fueled by persistent talk of strain and an impending rift, a high-level meeting between President Donald Trump and President Abdel Fattah al-Sisi in Sharm el-Sheikh reaffirmed the resilience of the strategic alliance between Cairo and Washington, even as the region remains in turmoil.

The meeting followed a turbulent period marked by Trump’s adoption of a proposal to relocate Gaza’s population, an idea firmly rejected by Sisi and one that prompted warnings of a diplomatic crisis between the two longtime allies.

The subsequent signing of a Gaza peace agreement in Sharm el-Sheikh sent a clear signal that, despite sharp disagreements over policy, the foundations of the bilateral relationship remain intact.

Early in Trump’s second term, media reports said Sisi had scrapped plans to visit Washington. As the year draws to a close, speculation has said that the visit may happen. Trump has acknowledged Sisi as a friend and said he would be happy to meet him as well.

Trump’s election victory late last year raised Egyptian hopes of strengthening the strategic partnership. Sisi voiced that expectation in a congratulatory post on X, stating that he looked forward to working together with Trump to achieve peace, preserve regional peace and stability, and strengthen the strategic partnership.

Those hopes were tested when Trump floated a plan to “clean out Gaza” and relocate its residents to Egypt and Jordan. Cairo rejected the idea outright, mobilized international opposition, unveiled an alternative plan for Gaza’s reconstruction and hosted an emergency summit on the issue in March.

Limited public engagement

David Butter, a research fellow in the Middle East and North Africa program at Chatham House, noted that the striking feature of Egypt-US ties over the past year has been their low public profile.

Aside from Trump’s appearance in Sharm el-Sheikh, there was not much happening in the open, he told Asharq Al-Awsat.

Amr Hamzawy, an Egyptian political scientist and director of the Middle East program at the Carnegie Endowment for International Peace, described the first year of Trump’s second term as difficult for bilateral relations.

He said it began with talk of displacement and a “Middle East Riviera” in Gaza, but Egyptian diplomacy succeeded in shifting the trajectory.

Trump’s peace plan, he said, ultimately signaled rejection of displacement and spoke of security and political tracks for Gaza and a broader political process for the Palestinian issue, though details remain unclear.

Hamzawy added that the year opened from a tough starting point that followed what he called President Joe Biden’s hesitant stance on Gaza, when displacement was first discussed.

After nearly a year of Egyptian political and diplomatic effort, he said, displacement dropped from Washington’s agenda, even if it remains a risk that cannot be ignored.

Historically, Egypt has been a pivotal state for US national security, given its geography, demographic weight and diplomatic role, according to a recent report by the Congressional Research Service.

Gaza, the main test

The Gaza war shaped Egyptian-US relations during Trump’s first year back in office. Washington backed Egyptian-Qatari mediation to halt the war. US Secretary of State Marco Rubio thanked Cairo after a truce was reached between Israel and Hamas in January.

When hostilities resumed, however, Egypt faced complex diplomatic choices with both Washington and Israel. It rejected Trump’s call to resettle Gaza’s population, while its reconstruction plan failed to gain US or Israeli acceptance.

Cairo also drew criticism from Trump for declining to join US strikes against Yemen’s Houthis, the Congressional Research Service (CRS) revealed.

Butter noted that ties with the Trump administration were strained over Gaza after Sisi canceled a Washington visit early in the year, following Trump’s “Middle East Riviera” remarks, which left contacts at a minimum.

He said Trump’s Sharm el-Sheikh visit, the signing of the Gaza agreement and the celebration of his plan’s success offered a chance to reset relations. Egypt, he added, has become indispensable to Trump’s administration in Gaza.

Hamzawy said Gaza dominated the first year of Trump’s term, giving Egypt a chance to restore its standing with US and European decision-makers as a key mediator. Cairo put its vision on the table, he said, shifting US thinking toward parallel security and political tracks and from talk of disarmament to limiting weapons.

Throughout the year, Egypt publicly counted on Trump to end the Gaza war. In July, Sisi urged him in a televised address to press for a halt, saying Trump was capable of doing so.

Analysts Daniel Byman and Jon Alterman wrote in Foreign Policy that Egypt is indispensable to international responses to the Gaza war, even if it remains a difficult partner for Washington and Israel. The conflict, they said, restored diplomatic focus on Egypt and strengthened its leverage.

Sara Kira, director of the European North African Center for Research, said relations in Trump’s second term differ from his first. The earlier term saw broad alignment and personal warmth from Trump, particularly on counterterrorism, she said. The second term has been marked by divergence.

That surfaced in April when Trump called for free passage for US commercial and military vessels through the Suez Canal in exchange for US efforts to protect the waterway.

Positive signals despite differences

Despite disagreements over Gaza, there were positive signs elsewhere. Early in the year, the US State Department froze new funding for most aid programs worldwide, exempting humanitarian food programs and military aid to Israel and Egypt.

Washington did not include Egypt on a travel ban list issued in June. Trump said Egypt was a country with which the United States dealt closely and that things there were under control. Egypt was also spared higher US tariffs. Cairo has repeatedly stressed the depth and resilience of the strategic relationship.

Kira said Egypt exerted maximum pressure to achieve peace and stop the Gaza war, eventually convincing Washington of its approach and reaching a peace agreement in Sharm el-Sheikh. She said Egypt acted pragmatically and astutely, reading Trump’s personality and US interests.

As talks on the second phase of the Gaza agreement stall, Egypt continues to rely on the Trump administration to advance its plan. Cairo remains in contact with Washington and is working with it to prepare a donor conference for Gaza’s reconstruction, which has yet to receive sufficient momentum from the Trump administration.

The dialogue extends beyond Gaza to Libya, Sudan, Lebanon and Iran, as well as water security, led by Ethiopia’s Grand Ethiopian Renaissance Dam (GERD), which Egypt fears could affect its Nile water share.

GERD

In mid-June, Trump stirred controversy in Egypt when he wrote on Truth Social that the United States had “stupidly” funded the dam Ethiopia built on the Blue Nile, triggering a severe diplomatic crisis with Egypt.

In August, the White House released a list of Trump’s foreign policy achievements, which included a purported agreement between Egypt and Ethiopia over the dam.

Trump has repeatedly spoken of his administration’s efforts to resolve the dispute, but those claims have yet to translate into concrete action.

Hamzawy said there is an opportunity for Washington to mediate and revive an agreement reached near the end of Trump’s first term.

Charles Dunne of the Arab Center Washington DC wrote recently that Trump’s stance may please Cairo but could also produce adverse outcomes if Washington does not assume a mediation role.

The United States hosted talks with the World Bank in 2020 during Trump’s first term, but they failed after Ethiopia refused to sign the draft agreement.

Military ties endure

Military cooperation continued largely as usual. Since 1946, the United States has provided Egypt with about $90 billion in aid, with a sharp increase after 1979, which successive administrations have framed as an investment in regional stability, according to the CRS.

For more than a decade, Congress has imposed human rights conditions on part of Egypt’s aid.

Between fiscal years 2020 and 2023, the Biden administration and Congress withheld approximately $750 million in military funding. Trump’s technical annex to the proposed fiscal 2026 budget seeks $1.3 billion in military assistance for Egypt without conditions, the CRS said.

Hamzawy said the administration is far from imposing conditionality, noting that relations rest on mutual interests between a major power and a positively influential middle power.

Since the Gaza war, the Biden and Trump administrations have accelerated US arms sales to Egypt. The State Department notified Congress of military sales totaling $7.3 billion. In July, the Pentagon announced that the State Department had approved the sale of an advanced air defense missile system to Egypt, valued at approximately $4.67 billion. Egypt also hosted the Bright Star military exercises in September.

Kira said ties with Washington are driven by interests and that Cairo has positioned itself as a core regional player.

Hamzawy said Egypt occupies a central place in US Middle East thinking, as Washington needs a spectrum of allies, with Egypt at the heart of that network.


Why Metal Prices are Soaring to Record Highs

A salesman displays gold chains at an Indian jewelry store in September. Idrees MOHAMMED / AFP
A salesman displays gold chains at an Indian jewelry store in September. Idrees MOHAMMED / AFP
TT

Why Metal Prices are Soaring to Record Highs

A salesman displays gold chains at an Indian jewelry store in September. Idrees MOHAMMED / AFP
A salesman displays gold chains at an Indian jewelry store in September. Idrees MOHAMMED / AFP

Precious and industrial metals are surging to record highs as the year ends, driven by economic and geopolitical uncertainty, robust industrial demand and, in some cases, tight supply.

Below AFP examines the reasons for the surge in demand.

- Safe havens -

Gold and silver are traditionally seen as safe-haven assets, and demand has soared amid mounting geopolitical tensions, from US President Donald Trump's tariffs onslaught to wars in Ukraine and Gaza, as well as recent pressure by Washington on Caracas.

Investors are also uneasy about rising public debt in major economies and the risk of a bubble in the artificial intelligence sector.

These uncertainties are driving up gold and silver, with other metals now starting to see the impact as investors seek to diversify their portfolios, explained John Plassard, an analyst at Cite Gestion Private Bank.

"Metal is once again becoming insurance rather than just a speculative asset," he told AFP.

- A weak dollar -

Traditional safe havens like the dollar and US Treasuries have become less attractive this year.

Uncertainty around Trump's presidency and the prospect of further Federal Reserve interest rate cuts, have weakened the dollar, reducing its appeal to investors.

As a result, many investors are turning to gold and silver.

Gold has climbed more than 70 percent this year and passed $4,500 an ounce for the first time on Wednesday, while silver reached a record high of $72 an ounce, with prices up about 2.5 times since January.

A weak dollar is also boosting industrial metals, since commodities priced in dollars become cheaper for buyers when the currency falls.

- Fresh demand -

Industrial demand has surged in recent months, driven by the rise of artificial intelligence and the energy transition.

Copper, used for solar panels, wind turbines, electric vehicle batteries and data centers, has seen strong gains as a result.

Prices hit a record on Wednesday, topping $12,000 a ton, helped further by China, the world's largest copper consumer, announcing new measures to boost demand.

Aluminium, a cheaper alternative to copper, and silver are also benefiting from the AI boom and the shift to renewable energy.

Platinum and palladium, used in car catalytic converters, have also risen, reaching a record high and a three-year high respectively, after the European Union decided to allow sales of new internal combustion vehicles beyond 2035.

- Tight supply -

Copper prices have been lifted this year by fears of US tariffs, prompting companies to stockpile ahead of their introduction, with duties imposed on semi-finished products and potentially extending to refined copper.

Supply risks from disruptions at mines in the Democratic Republic of Congo, Chile and Indonesia have added to the price surge.

Physical markets for silver, platinum, and aluminium are also tight.

According to Ole Hansen, an analyst at Saxo Bank, thin holiday trading, which increases volatility, and investor fear of missing out have further amplified the rise at the end of the year.