Let us begin with the obvious. First, this is a speech, and it is unlikely that Netanyahu could say anything new on the subject of Iran, given that he never stops talking about it. Second, everyone involved is grandstanding. They are politicians, and that’s what they do. Third, the idea that US-Israeli relations can be shredded by a grandstanding speech is preposterous. If that’s all it takes, relations are already shredded.

Speeches aside, there is no question that US-Israeli relations have been changing substantially since the end of the Cold War, and that change, arrested for a while after 9/11, has created distance and tension between the countries. Netanyahu’s speech is merely a symptom of the underlying reality. There are theatrics, there are personal animosities, but presidents and prime ministers come and go. What is important are the interests that bind or separate nations, and the interests of Israel and the United States have to some extent diverged. It is the divergence of interests we must focus on, particularly because there is a great deal of mythology around the US-Israeli relationship created by advocates of a close relationship, opponents of the relationship, and foreign enemies of one or both countries.

Building the US-Israeli Relationship

It is important to begin by understanding that the United States and Israel did not always have a close relationship. While the United States recognized Israel from the beginning, its relationship was cool until after the Six-Day War in 1967. When Israel, along with Britain and France, invaded Egypt in 1956, the United States demanded Israel’s withdrawal from Sinai and Gaza, and the Israelis complied. The United States provided no aid for Israel except for food aid given through a UN program that served many nations. The United States was not hostile to Israel, nor did it regard its relationship as crucial.

This began to change before the 1967 conflict, after pro-Soviet coups in Syria and Iraq by Baathist parties. Responding to this threat, the United States created a belt of surface-to-air missiles stretching from Saudi Arabia to Jordan and Israel in 1965. This was the first military aid given to Israel, and it was intended to be part of a system to block Soviet power. Until 1967, Israel’s weapons came primarily from France. Again, the United States had no objection to this relationship, nor was it a critical issue to Washington.

The Six-Day War changed this. After the conflict, the French, wanting to improve relations with the Arabs, cut off weapons sales to Israel. The United States saw Egypt become a Soviet naval and air base, along with Syria. This threatened the US Sixth Fleet and other interests in the eastern Mediterranean. In particular, the United States was concerned about Turkey because the Bosporus in Soviet hands would open the door to a significant Soviet challenge in the Mediterranean and Southern Europe. Turkey was now threatened not only from the north but also from the south by Syria and Iraq. The Iranians, then US allies, forced the Iraqis to face east rather than north. The Israelis forced the Syrians to focus south. Once the French pulled out of their relationship with Israel and the Soviets consolidated their positions in Egypt and Syria in the wake of the Six-Day War, the United States was forced into a different relationship with Israel.

It has been said that the 1967 war and later US support for Israel triggered Arab anti-Americanism. It undoubtedly deepened anti-American sentiment among the Arabs, but it was not the trigger. Egypt became pro-Soviet in 1956 despite the US intervention against Israel, while Syria and Iraq became pro-Soviet before the United States began sending military aid to Israel. But after 1967, the United States locked into a strategic relationship with Israel and became its primary source of military assistance. This support surged during the 1973 Arab-Israeli War, with US assistance rising from roughly 5 percent of Israeli gross domestic product to more than 20 percent a year later.

The United States was strategically dependent on Israel to maintain a balance of power in the eastern Mediterranean. But even during this period, the United States had competing strategic interests. For example, as part of encouraging a strategic reversal into the US camp after the 1973 war, the United States negotiated an Israeli withdrawal from Sinai that the Israelis were extremely reluctant to do but could not avoid under US pressure. Similarly, US President Ronald Reagan opposed an Israeli invasion of Lebanon that reached Beirut, and the initial US intervention in Lebanon was not against Arab elements but intended to block Israel. There was a strategic dependence on Israel, but it was never a simple relationship.

The Israelis’ national security requirements have always outstripped their resources. They had to have an outside patron. First it was the Soviets via Czechoslovakia, then France, then the United States. They could not afford to alienate the United States - the essential foundation of their national security - but neither could they simply comply with American wishes. For the United States, Israel was an important asset. It was far from the only important asset. The United States had to reconcile its support of Israel with its support of Saudi Arabia, as an example. Israel and the Saudis were part of an anti-Soviet coalition, but they had competing interests, shown when the United States sold airborne warning and control systems to the Saudis. The Israelis both needed the United States and chafed under the limitations Washington placed on them.

Post-Soviet Relations

The collapse of the Soviet Union destroyed the strategic foundation for the US-Israeli relationship. There was no pressing reason to end it, but it began to evolve and diverge. The fall of the Soviet Union left Syria and Iraq without a patron. Egypt’s US-equipped army, separated from Israel by a demilitarized Sinai and token American peacekeepers, posed no threat. Jordan was a key ally of Israel. The United States began seeing the Mediterranean and Middle East in totally different ways. Israel, for the first time since its founding, didn’t face any direct threat of attack. In addition, Israel’s economy surged, and US aid, although it remained steady, became far less important to Israel than it was. In 2012, US assistance ($2.9 billion) accounted for just more than 1 percent of Israel’s GDP.

Both countries had more room to maneuver than they’d had previously. They were no longer locked into a relationship with each other, and their relationship continued as much out of habit as out of interest. The United States had no interest in Israel creating settlements in the West Bank, but it wasn’t interested enough in stopping them to risk rupturing the relationship. The Israelis were no longer so dependent on the United States that they couldn’t risk its disapproval.

The United States and Israel drew together initially after 9/11. From the Israeli perspective, the attacks proved that the United States and Israel had a common interest against the Islamic world. The US response evolved into a much more complex form, particularly as it became apparent that US forces in Afghanistan and Iraq were not going to pacify either country. The United States needed a strategy that would prevent jihadist attacks on the homeland, and that meant intelligence cooperation not only with the Israelis but also with Islamic countries hostile to Israel. This was the old problem. Israel wanted the United States focused on Israel as its main partner, but the United States had much wider and more complex relations to deal with in the region that required a more nuanced approach.

This is the root of the divergence on Iran. From Israel’s point of view, the Iranians pose an inherent threat regardless of how far along they are - or are not - with their nuclear program. Israel wants the United States aligned against Iran. Now, how close Tehran is to a nuclear weapon is an important question, but to Israel, however small the nuclear risk, it cannot be tolerated because Iran’s ideology makes it an existential threat.

The Iran Problem

From the American perspective, the main question about Iran is, assuming it is a threat, can it be destroyed militarily? The Iranians are not fools. They observed the ease with which the Israelis destroyed the Iraqi nuclear reactor in 1981. They buried theirs deep underground. It is therefore not clear, regardless of how far along it is or what its purpose is, that the United States could destroy Iran’s nuclear program from the air. It would require, at the very least, special operations on the ground, and failing that, military action beyond US capabilities. Aside from the use of nuclear weapons, it is unclear that an attack on multiple hardened sites would work.

The Israelis are quite aware of these difficulties. Had it been possible to attack, and had the Israelis believed what they were saying, the Israelis would have attacked. The distances are great, but there are indications that countries closer to Iran and also interested in destroying Iran’s nuclear program would have allowed the use of their territories. Yet the Israelis did not attack.

The American position is that, lacking a viable military option and uncertain as to the status of Iran’s program, the only option is to induce Iran to curtail the program. Simply maintaining permanent sanctions does not end whatever program there is. Only an agreement with Iran trading the program for an end of sanctions would work. From the American point of view, the lack of a military option requires a negotiation. The Israeli position is that Iran cannot be trusted. The American position is that in that case, there are no options.

Behind this is a much deeper issue. Israel of course understands the American argument. What really frightens the Israelis is an emerging American strategy. Having failed to pacify Afghanistan or Iraq, the United States has come to the conclusion that wars of occupation are beyond American capacity. It is prepared to use air power and very limited ground forces in Iraq, for example. However, the United States does not see itself as having the option of bringing decisive force to bear.

An Intricate US Strategy

Therefore, the United States has a double strategy emerging. The first layer is to keep its distance from major flare-ups in the region, providing support but making clear it will not be the one to take primary responsibility. As the situation on the ground deteriorates, the United States expects these conflicts to eventually compel regional powers to take responsibility. In the case of Syria and Iraq, for example, the chaos is on the border of Turkey. Let Turkey live with it, or let Turkey send its own troops in. If that happens, the United States will use limited force to support them.

A similar dynamic is playing out with Jordan and the Gulf Cooperation Council states as Saudi Arabia tries to assume responsibility for Sunni Arab interests in the face of a US-Iranian entente. Importantly, this rapprochement with Iran is already happening against the Islamic State, which is an enemy of both the United States and Iran. I am not sure we would call what is happening collaboration, but there is certainly parallel play between Iran and the United States.

The second layer of this strategy is creating a balance of power. The United States wants regional powers to deal with issues that threaten their interests more than American interests. At the same time, the United States does not want any one country to dominate the region. Therefore, it is in the American interest to have multiple powers balancing each other. There are four such powers: Turkey, Iran, Saudi Arabia and Israel. Some collaborate, some are hostile, and some shift over time. The United States wants to get rid of Iran’s weapons, but it does not want to shatter the country. It is part of a pattern of regional responsibility and balance.

This is the heart of Israel’s problem. It has always been a pawn in US strategy, but a vital pawn. In this emerging strategy, with multiple players balancing each other and the United States taking the minimum possible action to maintain the equilibrium, Israel finds itself in a complex relationship with three countries that it cannot be sure of managing by itself. By including Iran in this mix, the United States includes what Israel regards as an unpredictable element not solely because of the nuclear issue but because Iran’s influence stretches to Syria and Lebanon and imposes costs and threats Israel wants to avoid.

This has nothing to do with the personalities of Barack Obama and Benjamin Netanyahu. The United States has shown it cannot pacify countries with available forces. The definition of insanity is doing the same thing repeatedly and expecting a different outcome. If the United States is not involved on the ground in a conflict, then it becomes a problem for regional powers to handle. If the regional powers take the roles they must, they should balance against each other without a single regional hegemon emerging.

Israel does not want to be considered by the United States as one power among many. It is focused on the issue of a nuclear Iran, but it knows that there is no certainty that Iran’s nuclear facilities can be destroyed or that sanctions will cause the Iranians to abandon the nuclear program. What Israel fears is an entente between the United States and Iran and a system of relations in which US support will not be automatic.

So a speech will be made. Obama and Netanyahu are supposed to dislike each other. Politicians are going to be elected and jockey for power. All of this is true, and none of it matters. What does matter is that the United States, regardless of who is president, has to develop a new strategy in the region. This is the only option other than trying to occupy Syria and Iraq. Israel, regardless of who is prime minister, does not want to be left as part of this system while the United States maintains ties with all the other players along with Israel. Israel doesn’t have the weight to block this strategy, and the United States has no alternative but to pursue it.

This isn’t about Netanyahu and Obama, and both know it. It is about the reconfiguration of a region the United States cannot subdue and cannot leave. It is the essence of great power strategy: creating a balance of power in which the balancers are trapped into playing a role they don’t want. It is not a perfect strategy, but it is the only one the United States has. Israel is not alone in not wanting this. Turkey, Iran and Saudi Arabia don’t want it, either. But geopolitics is indifferent to wishes. It understands only imperatives and constraints.

Netanyahu, Obama and the Geopolitics of Speeches is republished with permission of Stratfor