What began as Israel’s obliteration in Gaza now extends to Lebanon, Iran and the Gulf, thanks to US arms and finance. If diplomacy fails to interrupt this trajectory, a regional conflict could morph into a prolonged international disorder.
On May 31, Lebanese Prime Minister Nawaf Salam gave a televised address in which he condemned Israel’s invasion and intensified attacks on southern Lebanon as a dangerous escalation, warning that a “scorched-earth policy” will never bring security to Tel Aviv. “Israel is practicing mass displacement that amounts to collective punishment,” Salam said.
For all practical purposes, Israel’s Obliteration Doctrine is a lethal mix of scorched earth policy, collective punishment and civilian victimization, coupled with massive indiscriminate bombardment and systematic use of artificial intelligence (AI), as I have demonstrated in The Obliteration Doctrine (2025) and The Fall of Israel (2024).
This doctrine often goes hand in hand with ecocide, which Israel has committed in Gaza and is committing in Lebanon. The net effect is ethnic cleansing and, given continued and unhindered escalation, genocidal atrocities.
Tactical wins, strategic devastation
Whether Prime Minister Netanyahu, former PM Naftali Bennett or former head of the Israeli defense forces Gadi Eisenkot will win the 2026 Israeli legislative election is effectively immaterial.
With or without Netanyahu, the Obliteration Doctrine will prevail.
Netanyahu brought to power the most far-right Messianic government in Israeli history. Naftali Bennett is a millionaire politician and the ex-leader of a religious Zionist far-right party. Ironically, the more “moderate” of the three is the ex-military chief Gadi Eisenkot who first tested the Obliteration Doctrine in Dahiya, a Shia enclave in Beirut in 2006.
The greatest threat to Israel's long-term future is not external enemies alone, but the transformation of military escalation into a permanent governing principle.
Once security policy becomes inseparable from territorial expansion, ethnic cleansing and perpetual warfare, the consequences extend far beyond the battlefield.
From Gaza to Lebanon and Iran – and back
The Gaza war has already produced one of the gravest humanitarian crises of the 21st century. Across much of the Global South, public opinion increasingly interprets the destruction of Gaza through the lens of displacement, collective punishment and ethnic cleansing. Understandably, the expansion of military operations into Lebanon has reinforced those perceptions.
This divergence in perception is becoming one of the defining geopolitical fault lines of our era.
In The Obliteration Doctrine, my greatest concern was that “what happens in Gaza won’t stay in Gaza.” It is now a lethal blueprint and a broader regional template. Hence, the large-scale destruction of towns, repeated displacement of civilians, and continuing cross-border operations in Lebanon.
The broader U.S.-Israel-Iran confrontation has become increasingly intertwined with the Lebanon-Gaza conflict, with attacks, counter-attacks and continuing tensions around the Strait of Hormuz generating major energy-market disruptions.
The energy crisis connection
The strategic significance of the conflict has increased dramatically because it now intersects directly with the U.S.-Israel-Iran confrontation.
Since the escalation of regional conflicts stretching from Gaza and Lebanon to the Red Sea and the Persian Gulf, energy markets have become increasingly vulnerable to disruption. Shipping routes, insurance costs, strategic chokepoints and investment decisions have all been affected by growing instability.
What began as the devastation of Gaza has evolved into a crisis with potentially global economic consequences.
The Middle East remains the world's most important energy-producing region. Even when actual supply disruptions remain limited, the risk premium generated by military escalation can significantly increase energy prices. Such increases function as a global tax on growth – as the epicenter of the crisis, Asia is a prime example.
For advanced economies already burdened by high debt levels and slow productivity growth, persistent energy inflation undermines economic recovery. For developing countries dependent on imported energy, the consequences are even more severe. Rising fuel costs translate into higher food prices, greater fiscal deficits and heightened social instability.
The Gaza-Lebanon crisis is therefore not merely a regional conflict. It is part of a wider process linking geopolitical fragmentation, energy insecurity and economic deceleration.
US-Israel connection
Washington remains Israel's indispensable strategic partner. Military cooperation, intelligence sharing and diplomatic support continue to provide the foundation of Israel's security architecture. Yet the relationship faces growing contradictions.
American policymakers increasingly confront a centrifugal dilemma. On one hand, they seek to preserve Israel's military superiority and deterrence capabilities. On the other, they must manage the economic and geopolitical consequences of prolonged regional conflict. At the same time, these policymakers are challenged by the increasingly vocal Israel lobby, the export exigencies of the US military contractors and the rising opposition of the American electorate, particularly the younger voter cohorts.
Every expansion of the war imposes costs on broader American interests. Energy volatility threatens global growth. Escalation risks confrontation with regional powers. Humanitarian devastation fuels anti-American sentiment across much of the Global South.
So, Washington's objectives are becoming increasingly complex and self-defeating. As its goals are proving increasingly difficult to reconcile, Washington is burdened by both Israeli insecurity and a regional war, escalation without deterrence, the full spectrum of costs of the prolonged conflict – and increasing concerns about crumbling strategic dominance in the region.
Expanding arc of war – and risks of miscalculation
The most significant recent development is the gradual fusion of multiple conflicts into a single strategic theater. Gaza, Lebanon, the Red Sea, Syria, Iraq and the Persian Gulf increasingly form interconnected fronts within a broader contest between the U.S.-Israel partnership and Iran's regional network.
Military actions in one arena now generate repercussions across the others.
This expanding arc of war magnifies the risks of miscalculation. A localized confrontation that might once have remained contained now possesses the potential to trigger regional escalation, energy shocks and wider geopolitical fragmentation.
This is precisely how localized wars become systemic crises.
Israel risks validating the warning implicit in both The Fall of Israel and The Obliteration Doctrine: that a state can achieve tactical successes while simultaneously undermining the foundations of its own long-term security and legitimacy.
A military victory that produces permanent economic devastation can be a catastrophic strategic defeat.
Dr. Dan Steinbock is an internationally recognized strategist of the multipolar world and the founder of Difference Group. He has served at the India, China and America Institute (USA), Shanghai Institutes for International Studies (China) and the EU Center (Singapore). He is also the author of The Obliteration Doctrine (2025) and The Fall of Israel (2024). For more, see https://www.differencegroup.net
This is a highly abbreviated version of the original commentary published by the Informed Comment (US) on June 4, 2026.
