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Sibylline Israel Hamas War Update 1300 GMT 21 November 2023.01
Sibylline Israel Hamas War Update 1300 GMT 21 November 2023.01
Sibylline Israel Hamas War Update 1300 GMT 21 November 2023.01
Sibylline will produce a single daily Israel-Hamas war update with information current as of 1300hrs
(GMT) from Monday to Friday. We will supplement this report with ad-hoc alerting and online
webinars. If you are not yet fully subscribed to these updates, please email clients@sibylline.co.uk
to register. Our out-of-hours team will continue to cover weekend developments of major
significance.
For further analysis and context, see Sibylline Israel-Hamas War Update 1300 GMT – 20 November
2023 and Sibylline Special Report – Israel-Hamas – 25 October 2023. For the latest webinar recording,
see Briefing Series Israel-Hamas War – 20 November 2023; and for additional data analytics see
Global Demonstrations Dashboard and Israel-Hamas War Data Dashboard.
EXECUTIVE SUMMARY
• The Israel Defense Forces (IDF) claims to have successfully encircled Jabalia. It also reports that
over 250 airstrikes targeted Gaza in an apparent uptick in operations. In addition, the IDF has
introduced a plan to allow the return of Israeli residents to population centres which are located more
than 2.5 miles (4km) from Gaza.
• A ceasefire and hostage swap agreement between Israel and Hamas continues to progress with
Qatari and Hamas officials signalling that a deal is close; an announcement in the next 24-48 hours
is a realistic possibility.
• The gradual intensification of hostilities between the IDF and Lebanese Hizballah and/or affiliated
militants along the Israel-Lebanon border continues; Israel is increasing the frequency of its strikes
hitting deeper into Lebanon compared to the previous week.
Figure 1: The situation in Israel and the Palestinian Territories at the time of writing
FORECAST
A ceasefire agreement between Israel and Hamas in the next 24-48 hours is a realistic possibility.
Qatari mediators and Hamas officials continue to signal that a ceasefire deal is close, while unofficial reports
from Israel confirm that talks are advancing positively. However, the continued silence from the Israeli
government and IDF leadership leaves negotiation prospects open. It is likely that the Israeli government and
IDF leadership will be looking for a deal or development that symbolise a win for their domestic audience.
The current details of the ceasefire suggest the deal is relatively disadvantageous to Israel. During the
ceasefire, which will last several days, a limited number of hostages will be released over a period of time;
Palestinian prisoners in Israel will also be released as part of the deal. As such, it is likely that Israel will try
to delay the confirmation of a ceasefire until further positive developments from an Israeli perspective emerge,
including the conclusion of operations at the al-Shifa hospital. Nevertheless, there remains a realistic
possibility that a ceasefire will be confirmed in the coming 48 hours. However, any such ceasefire will be
A ceasefire is unlikely to reduce clashes and tit-for-tat strikes between IDF troops and Lebanese
Hizballah and/or affiliated militants. Cross-border clashes are likely to continue gradually increasing in the
coming days. While the sporadic targeting of Israeli population centres remains likely, Lebanese Hizballah is
likely to continue focusing on IDF positions and bases close to the Israel-Lebanon border. This will sustain
the heightened likelihood of rockets being launched across the border, while also raising bystander and
misidentification risks for civilians travelling nearby (in both Lebanon and Israel). There is a realistic possibility
that a ceasefire in Gaza will allow Hamas to co-ordinate with its affiliated militants in Lebanon (as well as
Lebanese Hizballah) in preparation for a break in the ceasefire. As such, there is a realistic possibility of an
uptick in hostilities and/or rocket launches from Lebanon towards Israel when the yet-to-be-confirmed
ceasefire ends. These will further sustain security and bystander risks across Israel (while also elevating the
risk of further escalation) due to likely retaliatory strikes by the IDF.
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West Bank will almost certainly continue over the coming 24 hours. IDF operations in the West Bank
show no sign of slowing. They will sustain heightened ethno-religious tensions and risk sparking
confrontations. Intensified armed clashes involving IEDs and IDF drone strikes are likely to continue in
hotspots such as Jennin, Hebron and Tulkarm. Furthermore, a ceasefire in Gaza, if confirmed, is unlikely to
reduce IDF operations in the West Bank, further elevating tensions. The uptick in Israeli settler violence
against Palestinian communities is also likely to continue, further exacerbating these tensions. This will likely
sustain the risk of attacks against Israeli-associated assets and personnel in the West Bank and Jerusalem.
Triggers and indicators for escalation (we will continue to review and update these points):
• A successful terror attack by Lebanese Hizballah and/or Hamas against Israeli/Jewish targets
outside Israel
• High-casualty incidents occur in the West Bank due to IDF miscalculation or attacks by Israeli
settlers and/or Palestinian militants
• Calls by Hamas to mobilise receive substantial support from Palestinian communities
• Israeli airstrikes in Gaza inflict high casualty numbers, prompting Lebanese Hizballah and/or
West Bank-based militants to retaliate
• An uptick in Israeli airstrikes against Syria to prevent weapons transfers prompts an
escalation from Lebanon-based militants
• US support for Israel ramps up beyond the current posturing level
• Israel strikes Hamas leadership within Lebanon
• The ongoing IDF ground operation into Gaza expands beyond the northern area of the enclave
Figure 4: A map of Tel Aviv showing the locations and numbers of operational shelters; for an interactive map with shelter
addresses and contact information, please click here
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