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Analysis suggests that the United States and Israel are heading toward a "strategic freeze" regarding Iran, Gaza, and Lebanon, with a preference to avoid taking significant steps before the upcoming U.S. and Israeli elections. Currently, U.S. policies involve reducing the pace of actions toward Iran, maintaining sanctions and maritime pressure. It is expected that this pause will continue after the elections until a reassessment of the situation, potentially lasting until a new government is formed in Israel. The issue of the Strait of Hormuz has been exempted from this pause, as the U.S. continues to allow oil exports under possible understandings with Iran and Oman, aiming to mitigate the impact of oil price crises. This American approach is attributed to several factors, including preserving a majority in Congress, the strict stance of Iran’s regime, Iran’s economic situation, and Washington’s need to bolster its stockpile of missile defenses. Israel prefers to keep pressuring Tehran to prevent advancements in its missile and nuclear capabilities. In Gaza, coordination takes place between the U.S. and Israel to establish residential zones and camps for international forces. Meanwhile, disagreements remain between the Israeli government and the Peace Council regarding the disarmament of Hamas—Israel demands disarmament before withdrawal, while the council proposes a phased plan under American supervision. It is expected that these issues will remain volatile in the coming period, awaiting election results, with no significant political or military moves anticipated.
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