Geopolitical Landscape & Security - Israel is perceived as becoming the most important geopolitical power in the Middle East, capable of withstanding a multi-front war [14] - The threat from Hamas and Iran has been significantly reduced, with Iran's proxy system weakened [10][14] - A potential shift in US policy towards Israel is a major concern, particularly regarding arms sales and overall support [28][30][31] - The US-Israel relationship is mutually beneficial, with the US gaining security advantages from Israel's presence in the region [31] Potential Future Scenarios - Optimistic scenario: Hamas' threat is eliminated for years, Arab countries help stabilize Gaza, and a technocratic Palestinian leadership emerges, potentially leading to normalization with Saudi Arabia within 18-24 months [4][5] - Israel's political landscape is untested after the longest war in its history, with elections expected between January and Spring [20][21] Economic & Technological Impact - Israel's defense tech ecosystem, with nearly 400 startups (up from 150-160 before the war), is attracting global interest due to advancements in drone warfare, AI, and other defense technologies [16] - Many countries, especially in Europe, are expected to seek business opportunities with Israeli tech companies in the defense sector [17]
Israel is now the most important geopolitical power in the Middle East, says Dan Senor
CNBC Television·2025-10-10 13:36