A few weeks ago, Egypt quietly announced its withdrawal from the Middle East Strategic Alliance (MESA), a coalition—which also includes Jordan, the Gulf states, and the U.S.—founded at President Trump’s urging to serve as an “Arab NATO” that could work to contain Iran. Jonathan Ariel notes three major factors that most likely contributed to Egyptian President Sisi’s abandonment of MESA: his distrust of Donald Trump (and concern that Trump might lose the 2020 election) and of Saudi Arabia’s Crown Prince Mohammad bin Salman; Cairo’s perception that Iran does not pose a major threat to its security; and the current situation in Gaza:

Gaza . . . is ruled by Hamas, defined by its covenant as “one of the wings of the Muslim Brotherhood in Palestine.” Sisi has ruthlessly persecuted the Brotherhood in Egypt. [But] Egypt, despite its dependence on Saudi largesse, has continued to maintain its ties with Qatar, which is under Saudi blockade over its unwillingness to toe the Saudi line regarding Iran. . . . Qatar is also supportive of the Muslim Brotherhood, . . . and of course Hamas.

[Qatar’s ruler] Sheikh Tamim is one of the key “go-to guys” when the situation in Gaza gets out of hand. Qatar has provided the cash that keeps Hamas solvent, and therefore at least somewhat restrained. . . . In return, Hamas listens to Qatar, which does not want it to help the Islamic State-affiliated factions involved in an armed insurrection against Egyptian forces in northern Sinai. Egypt’s military is having a hard enough time coping with the insurgency as it is. The last thing it needs is for Hamas to be given a green light to cooperate with Islamic State forces in Sinai. . . .

Over the past decade, ever since Benjamin Netanyahu returned to power, Israel has also been gradually placing more and more chips in its still covert but growing alliance with Saudi Arabia. Egypt’s decision to pull out of MESA should give it cause to reconsider. Without Egypt, MESA has zero viability unless it is to include either U.S. forces or Israeli ones. [But] one’s chances of winning the lottery seem infinitely higher than those of MESA’s including the IDF. . . . Given that Egypt, the Arab world’s biggest and militarily most powerful state and its traditional leader, has clearly indicated its lack of confidence in the Saudi leadership, Israel should urgently reexamine its strategy in this regard.

Early Friday morning, Israel attacked military installations near the Iranian cities of Isfahan and nearby Natanz, the latter being one of the hubs of the country’s nuclear program. Jerusalem is not taking credit for the attack, and none of the details are too certain, but it seems that the attack involved multiple drones, likely launched from within Iran, as well as one or more missiles fired from Syrian or Iraqi airspace. Strikes on Syrian radar systems shortly beforehand probably helped make the attack possible, and there were reportedly strikes on Iraq as well.

Iran itself is downplaying the attack, but the S-300 air-defense batteries in Isfahan appear to have been destroyed or damaged. This is a sophisticated Russian-made system positioned to protect the Natanz nuclear installation. In other words, Israel has demonstrated that Iran’s best technology can’t protect the country’s skies from the IDF. As Yossi Kuperwasser puts it, the attack, combined with the response to the assault on April 13,

clarified to the Iranians that whereas we [Israelis] are not as vulnerable as they thought, they are more vulnerable than they thought. They have difficulty hitting us, but we have no difficulty hitting them.

Nobody knows exactly how the operation was carried out. . . . It is good that a question mark hovers over . . . what exactly Israel did. Let’s keep them wondering. It is good for deniability and good for keeping the enemy uncertain.

The fact that we chose targets that were in the vicinity of a major nuclear facility but were linked to the Iranian missile and air forces was a good message. It communicated that we can reach other targets as well but, as we don’t want escalation, we chose targets nearby that were involved in the attack against Israel. I think it sends the message that if we want to, we can send a stronger message. Israel is not seeking escalation at the moment.