The IDF Chief of Staff estimated that Israeli forces have killed at least 1,500 Hezbollah fighters since beginning operations against the group, which is consistent with CTP-ISW estimates. IDF Chief of Staff Lieutenant General Herzi Halevi told Israeli forces in southern Lebanon that 1,500 is a conservative estimate. CTP-ISW has independently tallied about 1,450 Hezbollah fighter deaths since October 8, 2023. IDF operations, including the widespread September pager and radio attacks, have almost certainly seriously injured thousands of other Hezbollah fighters and rendered them unable to fight. Halevi said that Israeli operations had struck Hezbollah’s entire senior leadership to ”wipe out” the chain of command. The IDF has exclusively killed Hezbollah’s senior leadership through airstrikes. Halevi added that Israeli ground operations in Lebanon were decimating Hezbollah’s local leadership. This pattern of targeting means that Hezbollah very likely retains tactical-level commanders in its rear areas away from Israel’s current ground operations, particularly in the northern Bekaa Valley. The IDF Air Force frequently targets sites in the Bekaa Valley but the intensity of operations against Hezbollah’s northern units is significantly less than along the Israel-Lebanon border.
Hamas Deputy Political Bureau Chairman Khalil al Hayya reiterated Hamas’ maximalist negotiation position during a speech mourning Yahya Sinwar on October 18. Hayya declared that Hamas would not release the Israeli hostages until the IDF completed a full withdrawal from the Gaza Strip and released Palestinian prisoners. Hamas’ maximalist position has consistently demanded a full Israeli withdrawal from the Gaza Strip, including the Philadelphi Corridor along Gaza’s border with Egypt, which Hamas has used to develop its military capabilities over the past decades. Hamas has also insisted on a permanent ceasefire, the release of high-value Palestinian prisoners, the unimpeded return of Gazans to the northern Gaza Strip, and full reconstruction of the Gaza Strip.
Israeli and US officials confirmed on October 18 that mediators are not close to resuming talks in Doha or Egypt. Unspecified Israeli officials said that Israel would likely need to wait for Hamas to appoint a new leader before resuming negotiations. CTP-ISW has assessed that Hamas Deputy Political Bureau Chairman Khalil al Hayya is Sinwar’s most likely successor as Hamas political leader. Hayya was reportedly one of only a few exiled leaders whom Sinwar trusted, and he has played a key role in ceasefire negotiations. Hayya has a much stronger relationship with Hezbollah and Iran than other options for the top Hamas leadership role, like Khaled Meshaal. Hayya also presumably took over many of Haniyeh’s duties—such as engaging with foreign partners—that Sinwar could not perform due to his physical position in the Gaza Strip.
Key Takeaways:
- Israeli Ground Operations in Lebanon: The IDF Chief of Staff estimated that Israeli forces have killed at least 1,500 Hezbollah fighters since beginning operations against the group, which is consistent with CTP-ISW estimates.
- Ceasefire Negotiations: Hamas Deputy Political Bureau Chairman Khalil al Hayya reiterated Hamas’ maximalist negotiation position during a speech mourning Yahya Sinwar on October 18.
- The Death of Yahya Sinwar: Israeli military operations over the last year, particularly Israeli subterranean operations, deliberately created the conditions that led to Hamas leader Yahya Sinwar’s death on October 16. The discrete tactical engagement that led to Sinwar’s death was a chance encounter, but the broader Israeli campaign was intentionally designed to force Hamas rank-and-file and leaders above ground where they could be sought out and destroyed.
- Jordan: Two Jordanian Muslim Brotherhood members infiltrated Israeli territory near the Dead Sea and fired small arms targeting Israeli soldiers on October 18. The involvement of two Jordanian Muslim Brotherhood members demonstrates potential opportunities for Iran and the Axis of Resistance to recruit Jordanians to target Israel.
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