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The Context
The U.S.-Israel strategic compact held for seven decades, anchored on shared Iran policy. That consensus fractured when Trump struck his Iran deal without consulting Jerusalem, pushing Netanyahu to choose between alignment and unilateral action.
The Takeaway
CFOs at defense contractors and multinationals with Israel exposure should model for two paths: Netanyahu going it alone or a quiet pivot toward European and Gulf partners. Either scenario reshapes Middle East capital flows inside eighteen months.
Source: The Guardian