Israel’s Risky Reliance: The US, Iran, and a New Memorandum of Understanding

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Israel’s Risky Reliance: The US, Iran, and a New Memorandum of Understanding

Since 2024, Iran has significantly escalated its military provocations against Israel, launching extensive missile strikes on four occasions. Each time, the U.S. military has stepped up to bolster Israel’s defense capabilities. Fortunately, these joint efforts have effectively minimized casualties and property damage. However, while this collaboration appears successful, a deeper concern looms: reliance on U.S. support is not a sustainable long-term strategy for Israel.

### Growing Dependency on U.S. Support

The reality of increasing military dependency is troubling. Iran’s initial major attack in April 2024 saw around 120 ballistic missiles targeted at Israel. The U.S. deployed ships equipped with high-tech SM-3 interceptors, successfully neutralizing six of those missiles, while Israeli defenses managed the remainder. Remarkably, only a handful of missiles breached defenses, resulting in zero Israeli casualties. Nevertheless, this level of dependence raises red flags regarding Israel’s self-sufficiency.

The trend became more pronounced with another Iranian missile barrage in October 2024, where 200 missiles were launched, and only six were intercepted by U.S. assets. Here, the number of missiles that penetrated Israeli defenses quadrupled compared to the earlier incident. Reports indicated strain on Israel’s long-range Arrow interceptors, prompting rationing based on the need to protect densely populated regions over military installations. This situation further illustrates Israel’s vulnerabilities and the limitations of its current defense strategy.

### The Need for Self-Reliance

Recognizing its increasing susceptibility to Iranian aggression, Israel urgently sought to enhance its own missile defense resources. In light of these concerns, the Israeli government approached Washington for an emergency deployment of the Terminal High Altitude Area Defense (THAAD) system. With a limited number of THAAD systems available in the U.S. arsenal, President Biden approved the request swiftly. This allocation of resources underscores the precarious state of Israeli defenses.

The support needed for Israel during conflicts has skyrocketed, especially in the recent 12-day war where U.S. forces expended 150 THAAD interceptors and 80 SM-3s. Alarmingly, during this year’s confrontations with Iran, over 200 THAADs and 100 SM-3s were deployed, showcasing that U.S. forces were firing more interceptors than Israeli forces utilized themselves. Such statistics reveal how significantly strained Israel’s missile defense stockpiles are, particularly its Arrow interceptors.

### Urgent Measures Required

Defense planners should perceive these statistics as alarming indicators of unsustainable practices. While interception rates in both conflicts hovered around 90%, the critical question remains whether such extensive U.S. military support can be consistently relied upon in the future. Factors such as the U.S. being a global military player complicate this picture, as resources dedicated to Israel may come at the cost of defending American interests elsewhere, notably in a potential conflict with China.

The political climate in the U.S. is also shifting, with decreasing public support for military aid to Israel, particularly among Democrats. This trend raises uncertainties regarding future military assistance, as leaders from both parties may hesitate to commit resources under growing scrutiny.

### Enhancing Self-Sufficiency

As it stands, it’s imperative that Israel optimizes military funding from recent U.S. agreements to build its self-defense capabilities. Current agreements through 2028 provide Israel with $3.8 billion annually, including $500 million specifically for missile defense. Rerouting a substantial portion of that funding toward expanding anti-missile systems is essential. Future negotiations should reinforce this strategy, allowing Israel to match every dollar contributed.

Israel’s defense capabilities have proven effective, but the pressing question remains whether they can sustain such success independently. The time to act is now, as momentum for enhancement exists in U.S.–Israeli relations, providing a narrow window for meaningful progress before it may be too late.

By focusing on increasing self-reliance in missile defense systems and reevaluating reliance on external military support, Israel can fortify its national security in an increasingly unpredictable geopolitical landscape.

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