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Iran and the Houthis are functioning as a coalition to conduct combined military operations targeting international shipping in the Red Sea. Iran considers the Axis of Resistance as its unconventional alliance of state, semi-state, and non-state actors. Their anti-US and anti-Israeli ideology unites the Axis of Resistance, creating strategic alignment across its members. Multiple US officials have highlighted the role Iran plays in the targeting and execution of Houthi attacks against international shipping. Iran provides the weapons and uses advisers on the ground in Yemen and at least one spy ship anchored in the Red Sea to support its Houthi partners, who execute the attacks based on Iranian advice and intelligence.

The New York Times (NYT) - citing former and current senior Russian, US, and international officials - reported that Russian President Vladimir Putin is using back channels and intermediaries to signal his interest in a ceasefire, despite Putin’s recent public statements to the contrary. NYT reported that Western officials have been picking up renewed signals through backchannels since September 2023 that Putin is interested in a ceasefire that freezes the current frontlines, but noted that Western officials warned the backchannels could be “Kremlin misdirection” and may not reflect a “genuine willingness” to negotiate. NYT suggested several possible motivations Putin may have for his reported interest in a ceasefire: the upcoming March 2024 Russian presidential election, a desire to “keep his options open” regarding the war’s resolution and take advantage of perceived waning Western support for Ukraine, and the “distraction” of the Israel-Hamas war. All these motivations reflect temporary reasons why Putin might pursue a temporary ceasefire that would benefit Russia by allowing Russia the time to prepare for renewed aggression against Ukraine, as ISW has routinely assessed. The NYT noted that Putin’s public rhetoric, which has recently reasserted Russia’s maximalist objectives that are tantamount to full Ukrainian and Western surrender, is at odds with Putin’s reported private desire to “declare victory and move on.” Neither the NYT nor its sources offered any reason to believe Putin’s backchannel communications would be more reflective of his goals than his public speeches addressing domestic, Ukrainian, and international audiences. The NYT report also failed to make clear whether Putin’s alleged interest in a ceasefire is for a temporary pause or a permanent end to the war.

Israeli forces are executing tasks consistent with holding operations in Beit Hanoun and al Shati Camp in the northern Gaza Strip. Israeli forces redeployed some units responsible for clearing Beit Hanoun and al Shati Camp and backfilled them with new units in mid-December to hold the cleared areas.

Allowing Russia to win its war in Ukraine would be a self-imposed strategic defeat for the United States. The United States would face the risk of a larger and costlier war in Europe. The United States would face the worst threat from Russia since the collapse of the Soviet Union, as a victorious Russia would likely emerge reconstituted and more determined to undermine the United States — and confident that it can. A Russian victory would diminish America’s deterrence around the world, emboldening others with an explicit or latent intent to harm the United States. A Russian victory would create an ugly world in which the atrocities associated with Russia’s way of war and way of ruling the populations under its control are normalized. Most dangerous of all, however, US adversaries would learn that they can break America’s will to act in support of their strategic interests.