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Fragile Deterrence Between Israel and Hezbollah: Is an Explosion Now a Matter of Time?

November 3, 2025
in Sunna Files Observatory
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Hezbollah Affirms it Has Restored Its Capabilities — Raising the Odds of War Returning to Full Scale
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Lebanon’s border with occupied Palestine has never been free of tension since the establishment of the Israeli entity. Over the past four decades, however, a deterrent equation emerged between the Resistance and the enemy, allowing for a measure of relative stability — most notably after the July 2006 war, when both sides refrained from sliding into a full confrontation despite recurring skirmishes. That balance, however, has been fundamentally shaken since the confrontation widened following “Al-Aqsa Flood.”

In the period after the most recent war on Lebanon, a new reality has taken hold. Israel continues its aggressions on Lebanese soil without a direct response from the Resistance. More clearly still, Israel today faces an unprecedented rise in uncertainty about Hezbollah — its intentions on the one hand and its capabilities on the other — threatening to unravel traditional rules of engagement.


Uncertainty and the Security Dilemma

In international relations literature, uncertainty about intentions is central to understanding conflict dynamics. The international arena — especially among armed adversaries — operates within what realists call “structural anarchy,” an order without a guarantor above the parties.

Any ambiguity in assessing an opponent’s calculations, or any misreading of its capabilities, quickly becomes security anxiety, prompting pre-emptive alert that feeds the security dilemma: defensive measures by one side heighten the other’s existential fears. This is precisely what misperception theory explains: when signals cannot be read with precision, the risk of miscalculation — and thus unintended conflict — rises.


Reading Hezbollah’s “Logic of Mind”

What has changed today is Israel’s ability to read Hezbollah’s “logic of mind.” Many of Israel’s previous gains relied on anticipating the party’s behavioural patterns — how, when, and to what extent it would respond. That clarity has faded. Hezbollah’s recent conduct displays disciplined rationality, yet it intentionally obscures timing and scale. The problem is not that Hezbollah has grown reckless; on the contrary, its strict rationality now conceals traditional indicators, making each step both deliberate and opaque.

This shift manifests as strategic ambiguity. Over recent months, Hezbollah’s discourse has been less explicit about red lines and more focused on quiet power-building, punctuated by short, pointed messages when responding. The fewer the clear signals, the more Israel’s ability to predict erodes, pushing it to act under anxiety rather than confidence. As Thomas Schelling noted in deterrence theory, ambiguity can be a deliberate strategy that exerts psychological pressure by denying the adversary reassurance about what awaits.


Leaks, “Intelligence,” and an Implicit Admission

Israeli leaks have multiplied, claiming Hezbollah has restored capabilities despite ongoing strikes, and alleging the transfer of precision missiles from Syria to Lebanon. Ostensibly, such leaks project intelligence prowess; analytically, they reveal heightened Israeli concern that Hezbollah is accumulating strength beyond Israel’s gaze. When repeated Israeli strikes do not change battlefield realities, that pattern becomes an implicit admission of failure to impose a new deterrent equation.

Rather than calming domestic nerves, these leaks entrench the sense that the northern file remains open. Even without direct clashes at this moment, Israel’s collective perception is being formed within a climate that presumes the current lull is a temporary truce before the next deterrence test. In security studies, this is fragile stability: deterrence rests not only on weapons but on society’s confidence in institutions to protect and prevent surprises. When security becomes a matter of doubt rather than assurance, deterrence itself verges on collapse.


A Multi-Front Puzzle Beyond Israel’s Control

Israel is no longer confident that the next war with Hezbollah would be confined to Lebanon. Interlocking fronts across the region create what strategists call “conflict without a single centre of decision,” limiting Israel’s ability to manage or contain escalation. The worry is not merely who fires first, but which front ignites next, and whether the regional response would force Israel into a wider war than it intends.

Thus, the discipline Hezbollah exercises on the border becomes the greater threat from Israel’s vantage point. The longer the relative calm, the higher the suspicion. The later a response comes, the deeper the anxiety grows. Crisis-management literature teaches that calculated silence in tense periods is not tranquillity; it often raises the odds of an explosion, because a nervous opponent may interpret the quiet as stockpiling surprises.


Israeli Internal Fractures and Trigger-Happy Choices

All this unfolds amid Israeli internal crisis — frictions between political and military leaderships and declining public confidence in the state’s ability to manage risk. Such fissures, deterrence studies show, make security decision-making more brittle, more emotional, and more prone to pre-emption driven by fear rather than poise.


Three Plausible Pathways

  1. Continuation of fragile deterrence — risk management without sliding into all-out war; the most likely scenario given international pressure.
  2. A limited confrontation — triggered by miscalculation or signal misinterpretation.
  3. A wide war — the most dangerous, albeit less likely, given the exceptional cost for Israel at a moment of political and social crisis and erosion of its deterrent image.

The Unknown as a Principal Actor

In the end, Israel fears less what it knows about Hezbollah than what it does not know. The unknown has become a principal actor in the conflict equation; forecasting has turned into a lost art amid opaque capabilities and shifting behaviours. While both sides clearly seek to avoid a full-scale war, the structural nature of the security dilemma keeps unintended escalation within the realm of the plausible — a conflict that could erupt from a single misread signal or an over-interpreted defensive move.

In short, the north stands today on the edge of a nervous equilibrium — one that prevents an explosion but does not guarantee stability. It is a fine balance between a war underway in slow motion and a war deferred yet advancing in the shadows, where the future is governed by nerve and calculation more than by political will. In the world of international relations, when uncertainty becomes the prime driver of choice, explosion becomes less a deliberate policy option than a matter of time.

Tags: IsraelLebanon
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يتميز موقعنا بطابع إخباري، إسلامي، وثقافي، وهو مفتوح للجميع مجانًا. يشمل موقعنا المادة الدينية الشرعية بالإضافة الى تغطية لأهم الاحداث التي تهم العالم الإسلامي. يخدم موقعنا رسالة سامية، وهو بذلك يترفّع عن أي انتماء إلى أي جماعة أو جمعية أو تنظيم بشكل مباشر أو غير مباشر. إن انتماؤه الوحيد هو لأهل السنة والجماعة.

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