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    MSCI World178.04-0.93%
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    Lockheed627.33+1.21%
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    Night-time view of the Israeli-Lebanese border in March 2025
    Night-time view of the Israeli-Lebanese border in March 2025 - FrontWatch OSINT team
    Situation Reports

    Situation Report: Middle East Escalation Patterns in Q1 2025

    An analysis of military and diplomatic dynamics across the Middle East between January and March 2025, with a focus on Gaza, Lebanon, and the Red Sea.

    18/03/2025Updated 19/03/20259 min read
    Middle EastGazaIsraelLebanonYemen

    Key takeaways

    • Hezbollah is shifting from rocket fire to long-range precision drones.
    • Since February, Israel has prioritized the protection of critical infrastructure in the north and leaned on layered air defense.
    • Houthi activity in the Red Sea is forcing permanent international naval missions with rising costs.
    1

    Drone and missile activity

    Over the course of the quarter, we recorded 428 documented attacks along Israel's northern border. The most notable shift is the move away from unguided rockets toward precision-guided munitions, especially Iranian-made loitering weapons. Israel responded by tightening its integrated air defense umbrella, with Iron Dome still handling 83 percent of interception missions.

    Lebanon recorded the highest level of secondary infrastructure damage since 2021. Conversations with local partners point to shortages of fuel and spare parts inside Hezbollah, which should limit attack rates over time.

    • 428 confirmed attacks along the northern border, 137 of them drone-based.
    • New IDF air defense corridors focus on protecting industrial sites.
    • Iranian supply chains remain functional despite sanctions, but delays are now up to 21 days.
    2

    Gaza: A shift toward urban operations

    Ground operations in Gaza continue to focus on tunnel infrastructure. Since mid-February, 34 tunnel sections have been neutralized, which UN reporting says has triggered new displacement. At the same time, Israel has stepped up information operations to manage evacuation flows.

    Humanitarian access remains critical. Only 43 percent of aid convoys reached the northern governorates. OSINT data points to coordinated disruptions of radio and mobile networks used by both Israeli and Palestinian actors.

    3

    The Red Sea and the regional layer

    The Houthi movement has used swarm tactics in the Red Sea against commercial shipping. Documented incidents suggest more professional target selection. At the same time, pressure is building on Egypt and Saudi Arabia to expand their own maritime capacity.

    Diplomatically, the regional picture remains fragmented. Qatar and Egypt continue to mediate indirectly, while Iran is pursuing a controlled-escalation strategy to force concessions from the international community.

    4

    Outlook for April and May 2025

    We expect a temporary calm along the northern border, but not a structural de-escalation. Israel's domestic political situation still raises the pressure to deliver visible military results. The United States is also likely to increase its air defense presence in the Mediterranean.

    On the humanitarian side, Gaza's supply situation remains critical. Without guaranteed corridors, the sanitation situation could deteriorate further and create secondary health crises.

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