We know what’s coming and we are prepared.
So what can we say this morning about the state of the negotiations?
Contrary to various reports throughout the day, the deal is not yet finalized. However, there is genuine optimism in Israel that an agreement could be reached in the near future. A political source commented last night: "We are in advanced stages but not yet at the final stages - the Hamas leadership in Gaza has not yet responded to the outline, and the list of hostages has not yet been received."
The outline, which is relatively detailed, was negotiated with the Hamas leadership in Qatar and discusses the release of 33 humanitarian hostages in the first phase of the deal. This definition includes all women, both civilian and military, children, men over the age of 50, men with serious injuries or medical conditions, as well as Abra Mengistu and Hisham al-Sayed, who were kidnapped before the war.
Hamas has shown significant flexibility regarding the number of hostages - initially demanding about 12, gradually increasing to 15 and then 18, and now agreeing to a larger number, with Israel insisting on 33. None of the abductees on this list are defined as casualties, though there are serious concerns about the fate of several. However, it is estimated that most, possibly even the vast majority, are still alive.
According to the outline, the release of the abductees in the first phase will occur in stages over a six-week ceasefire, beginning 48 hours after the deal is signed with the release of non-military abductees. In exchange, Israel will release over a thousand terrorists, including at least 200 murderers - the final numbers will depend on the number of abductees released.
Serious murderers and terrorists will not be released into Judea and Samaria but rather into the Gaza Strip or a third country like Algeria or Qatar. After 16 days from the start of the first phase's implementation, detailed negotiations for the second phase, which should include the release of the remaining hostages, will commence. This implies no prior Israeli commitment to end the war (in my opinion, the deal could falter on this point). As I understand it, Israel even sought an American commitment to resume fighting if necessary, but Jerusalem has not approved this.
A political source notes that, unlike past instances where Hamas engaged in "facade negotiations," the current negotiations seem authentic. According to him, Hamas's flexibility stems from various pressures: the elimination of Sinwar, intense military pressure in northern Gaza, fear of an IDF maneuver in Gaza City, Trump's threats to "bring hell" to Gaza (which might also affect humanitarian aid), and the weakening of the Iranian axis.
The source further stresses that while the first phase focuses on humanitarian hostages, the negotiations encompass all hostages, and Israel will not fully withdraw from Gaza until the last one is released. To this end, Israel will maintain some strategic assets - both geographical and key terrorist figures - at this negotiation stage.
The IDF will keep a presence around the Gaza Strip's perimeter and a minimal presence along the Philadelphi corridor. As the political source stated, "Israel will not fully withdraw from the Gaza Strip until the last hostage is released."
Regarding the return of Gazans to northern Gaza, this will be facilitated through corridors on the Netzarim axis. Security checks will not be conducted by the IDF but by a neutral entity under Israeli supervision. People of all ages, including those of combat age, will be allowed back. However, the issue of numerous weapon caches north of the Netzarim axis, which could rearm returning, unarmed terrorists, remains unresolved.
It is also noteworthy that Israel feels pressured by Trump's administration to reach a deal before his inauguration. According to a source involved in the talks, "Trump is eager to finalize a deal even before his inauguration, translating into pressure on Israel.”
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WHY NOW?
A piece worth reading:
So, what's going on with President Trump?
Let's delve into President Trump's mindset to understand his motivations and the reasoning behind his advocacy for this deal.
Throughout his election campaign, Trump promised to end the Russia-Ukraine conflict and secure the release of hostages held by Hamas before taking office. With only six days left until January 20th, there is no visible strategy to resolve the Russia-Ukraine war. Should the hostages remain unreturned by January 21st, Trump risks becoming a subject of ridicule and embarrassment, potentially undermining his credibility and the weight of his future pronouncements.
Regarding the deal, Trump is aware that releasing thousands of terrorists and returning control of Gaza to its residents, whom he might view with disdain, are problematic actions. However, becoming a figure of mockery is even more detrimental, not just to his ego but because it signals to Iran and its allies that his threats carry no weight. This could embolden them to act with impunity over the next four years. Therefore, he must first assert his dominance on the global stage to ensure compliance from all parties.
Once established as a formidable leader, Trump could collaborate with Israel to dismantle the Iranian nuclear program, neutralize the Houthis, and eradicate remaining Hamas and Hezbollah elements worldwide. For any violation by Hamas, he might permit Israel to occupy parts of Gaza; for each terrorist attack, he could allow annexation of Judea and Samaria territories, and potentially the Syrian Mount Hermon.
The challenge of recapturing all released terrorists would be significant, but navigating four years with a weakened and anxious Trump would be even more daunting. Israel must acknowledge Trump's role in the hostage release to gain his support for aggressive actions in the Middle East.
In an ideal scenario, one might hope Hamas rejects the deal, prompting Trump, on January 21st, to react with fury and allow Israel to act unilaterally against Middle Eastern threats without regard for international law. This would restore his image of strength. However, if Trump faces a 'no' from Israel on January 20th, he might be seen globally as another president unable to influence Israel, fostering not only his personal resentment but also international perceptions of his weakness, which could harm Israeli interests.
In conclusion, cooperation with this regrettable deal might be necessary. It would be imperative to then aggressively pursue the recapture of released terrorists and dismantle Iran and its proxies, leveraging Trump's support for a more assertive Middle Eastern policy.
Police in Winona Minnesota are stunned after every single one of their Flock cameras were suddenly removed in a single night.
According to the police department, all 8 of the town's cameras were cut down and hauled away.
Police are asking for the public's help to identify the individual, but the public has been responding with comments such as:
"The Flock cameras tore themselves down"
"Whoever did it, was fishing with me"
"Whoever it was, was at Bible study with me"
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Nearly 20,000 people are publicly vouching for a man accused of cutting down Flock cameras in a small West Virginia town.
People commented:
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"He was saving my neighbor's dog from a fire all day, couldn't be him."
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"This man is innocent. I saw him serving at a soup kitchen."
-"Couldn't be him. He was helping me replace the roof on a homeless shelter."
The man, Wesley Jackson, has pleaded Not Guilty.
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🏦 🇺🇸 🇮🇷 Pilkington: The US is losing control, not just over global markets, but over their own bond markets.
Philip Pilkington’s read on this week comes down to one thing: control. More specifically, who is starting to lose it.
He points to Treasury Secretary Scott Bessent’s intervention in the bond market, where Treasury sold short-term bills to help fund purchases of longer-term bonds. It was an unusual move that effectively stepped into territory normally handled by the Fed. It lasted less than a day before yields climbed again.
For Pilkington, the bigger issue is what the move says about the system: Treasury appeared willing to fight its own central bank in the middle of a crisis, suggesting the coordination between Washington’s institutions is starting to break down.
He sees something similar in the yen intervention. Washington shorted the euro to support the yen, which Pilkington sees as a departure from the usual rules of currency diplomacy. He interprets the ECB’s ...
🛢 Global crude markets that looked well-supplied in July are now facing an impending supply tightness and the market is still underpricing shortfall
For a brief window in mid-July, global crude markets looked well-supplied. After the US-Iran MoU was signed on June 17th, Hormuz transits picked up, Iran also managed to get barrels on the water, and Atlantic Basin exports hit record highs. Crude and condensates on water climbed above ~1.3 bn barrels by July 13th — matching the post-Covid, post-price-war peak of Q2 2020. It was, in hindsight, a false dawn.
Since that peak, Vortexa data shows a collapse in crude on the water of ~200mb in just four weeks — a draw rate of 7.1mbd. To put that in context: the equivalent draw in the four weeks after the Middle East war began in early March was 102mb. This most recent drawdown is 95% larger, and the market appears to have barely noticed. Summer trading lulls, seasonally lower price volatility, and the brief sense of comfort created by the July...
🇺🇸⛽️ Soaring diesel prices rip across US economy
Rising fuel costs threaten new jolt of inflation ahead of November’s midterm elections
A surge in diesel prices is dealing a powerful blow to industrial America, pushing up costs for businesses and consumers across the US ahead of midterm elections.
The pump price of diesel — the lifeblood of the economy because of its essential role in powering industry and agriculture — hit $5.47 a gallon on Tuesday, approaching its all-time high of $5.82 as wars in the Middle East and Europe hobble production and throttle global supplies.
Prices have jumped 8 per cent in the past month while the gap between the cost of diesel and crude oil, known as the “crack spread”, has hit a record high in recent days in a sign of the deepening supply shock.
The price surge has driven up costs for truckers and farmers that are set to ricochet through the broader economy, reigniting inflation and squeezing already thinly stretched American consumers.
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