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Modi–Netanyahu: The U.S. War Axis. Redefining the Global South

3 months ago 41

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A War Reveals Its Architecture

Wars do not only devastate territory. They expose structures of power.

Since October 2023, Gaza has endured one of the most intensely scrutinized military campaigns in modern history. According to the United Nations Office for the Coordination of Humanitarian Affairs (OCHA), by early 2026 more than 30,000 Palestinians had been reported killed, with women and children comprising a significant proportion of the casualties, and over 70% of housing infrastructure damaged or destroyed.[1] UN agencies, including UNRWA and the World Health Organization, have repeatedly warned of catastrophic humanitarian conditions, mass displacement and famine risk.[2]


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While global attention has focused on Washington and Tel Aviv, another alignment has consolidated in parallel — quieter, less debated, but strategically consequential: the deepening axis between Narendra Modi’s India and Benjamin Netanyahu’s Israel.

This alignment is not rhetorical. It is structural. It runs through arms production lines, labor corridors, trade flows and diplomatic positioning within a U.S.-anchored security geometry.

The Gaza war did not create this axis. It illuminated it.

The End of Balancing

For decades, India projected itself as a pillar of post-colonial diplomacy. It supported Palestinian self-determination and embedded its Middle East policy within the moral framework of the Non-Aligned Movement.

That identity has been systematically recalibrated.

Since 2014, New Delhi has moved from “de-hyphenation” — separating Israel from Palestine diplomatically — to strategic convergence with Israel independent of Palestinian realities.

Modi’s 2026 Knesset address confirmed this transition. The speech foregrounded solidarity with Israel after October 7 while making only abstract reference to Palestinian suffering — despite UN documentation of mass civilian casualties and widespread infrastructural destruction.[1][2]

This was not ambiguity. It was repositioning.

India is no longer balancing between narratives. It is aligning within a security bloc.

Supply Chains of Force

The axis rests on defense-industrial integration.

India has become one of Israel’s most significant defense partners. According to SIPRI, India has consistently ranked among the largest importers of Israeli arms, and joint production agreements have deepened industrial interdependence.[3]

Hermes-900 drones — produced through Indo-Israeli joint ventures — have reportedly been delivered to Israel under ongoing contracts during the Gaza conflict period.[4] These systems are central to long-endurance surveillance and strike operations.

Co-developed targeting technologies integrating artificial intelligence have also emerged from Indo-Israeli partnerships. Reporting indicates that such systems entered operational contexts during the Gaza campaign.[5]

Explosives and propulsion components shipped from India to Israel during the war drew attention after European port authorities blocked a vessel carrying military materials in 2024.[6] State-linked Indian defense enterprises reportedly received export authorizations in early 2024, even as international legal scrutiny intensified.[7]

In modern warfare, responsibility is diffused across production networks. Weapons are assembled transnationally, financed multilaterally and deployed regionally.

India is now structurally embedded within that chain.

Labor as Strategic Instrument

Military supply chains are only part of the integration.

After Palestinian labor access was severely restricted following October 2023, India facilitated the transfer of tens of thousands of workers to Israel, primarily in construction and infrastructure sectors. Parliamentary responses confirm large-scale deployment.[8]

This is not simply economic migration. It is strategic substitution.

By filling labor gaps during wartime, India deepens economic interdependence precisely at the moment when Israel faces legal, political and humanitarian scrutiny.

Trade between the two states — spanning defense, technology and industrial sectors — has continued at multi-billion-dollar levels throughout the conflict.[9]

What has changed is not only the depth but the velocity of integration. Bilateral trade between India and Israel stood at roughly $200 million in 1992, the year full diplomatic relations were established. By 2014, it had climbed to approximately $4.5 billion. By 2024–2025, it fluctuated between $6 and $7 billion annually, with defense, cybersecurity and dual-use technologies accounting for a significant share of strategic value beyond raw trade figures.[12]

The trajectory is unmistakable: what was once a cautious diplomatic relationship has evolved into a dense strategic-economic corridor. The acceleration after 2014 marks the transition from pragmatic engagement to structural partnership.

Economic integration has become geopolitical endorsement.

The U.S. Axis

This convergence does not operate in isolation.

It is nested within a triangular security architecture linking Washington, Tel Aviv and New Delhi.

The United States remains Israel’s principal military backer and India’s primary strategic partner in the Indo-Pacific framework. Defense interoperability, intelligence sharing and technology cooperation increasingly flow across this triangle.

The logic is clear:

  • Israel supplies advanced defense technologies.
  • India provides industrial scale and regional strategic depth.
  • The United States anchors the broader security architecture.

This alignment reinforces U.S. efforts to cultivate India as a counterweight in Asia while simultaneously consolidating Israeli strategic depth beyond traditional Western European partners.

The Gaza war has revealed how tightly this geometry is interlocked.

This alignment also intersects with the broader Indo-Pacific strategic doctrine. Washington has increasingly positioned India as a central pillar in its effort to balance China’s rise across maritime Asia. Within that framework, Israel functions as a technological force multiplier — particularly in surveillance, missile defense, cyberwarfare and unmanned systems.

The convergence therefore links three theaters: the Eastern Mediterranean, the Persian Gulf and the Indo-Pacific maritime arc.

Defense technologies tested or refined in West Asian conflict environments feed into Indo-Pacific security architectures, while India’s industrial scale and geostrategic location extend the logistical depth of U.S.-aligned security networks. The result is not an ad hoc partnership but a transregional security geometry stretching from Haifa to the Indian Ocean.

Informal Power Networks

Formal diplomacy is only one layer of modern alliance formation.

The release of additional Epstein-related documents in early 2026 reignited scrutiny of informal networks linking corporate elites and political access channels.[10] Communications reported in investigative journalism suggested that private intermediaries sought to facilitate access between Indian business figures, U.S. political actors and Israeli leadership during key diplomatic junctures in the late 2010s.

Indian officials rejected interpretations assigning policy significance to these contacts. Yet the broader reality remains: contemporary geopolitical alignments are frequently mediated through corporate and financial networks alongside formal state structures.

Defense contracts and elite connectivity accelerate strategic convergence.

Law Versus Power

The International Court of Justice issued provisional measures in January 2024 in proceedings concerning Israel’s conduct in Gaza.[11] UN agencies have repeatedly warned of humanitarian catastrophe.[12]

Within this legal environment, continued defense cooperation acquires amplified significance.

New Delhi frames its actions as sovereign strategic decisions consistent with national interest. Critics argue that wartime supply-chain integration demands reassessment in light of humanitarian law debates.

The tension reflects a deeper structural truth: international law operates within a system where geopolitical interest often precedes normative restraint.

The India–Israel axis exemplifies that hierarchy.

Historical Reckoning

Wars end. Supply chains remain.

Gaza has exposed how modern conflicts are sustained by transnational production networks and political alliances far beyond the battlefield. It has clarified that emerging powers are not peripheral observers but structural participants.

Whether described as pragmatic statecraft or strategic complicity, the Modi–Netanyahu axis is now a defining feature of the geopolitical landscape.

In a multipolar world organized around defense ecosystems and strategic corridors, neutrality becomes untenable.

India has crossed into alignment.

The implications will extend far beyond Gaza — shaping the future of South–South diplomacy, global arms architecture and the moral vocabulary of the emerging world order.

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Laala Bechetoula is an Algerian journalist and writer, author of “The Book of Gaza Hashem: A Testament Written in Olive Wood and Ash”.

Notes

[1] United Nations Office for the Coordination of Humanitarian Affairs (OCHA), Gaza Situation Reports, 2024–2026.

[2] UNRWA and WHO emergency briefings on humanitarian conditions in Gaza, 2024–2026.

[3] SIPRI Arms Transfers Database, India–Israel data series.

[4] The Wire, February 2024; Shephard Media, Hermes-900 delivery reporting, 2024.

[5] Middle East Eye, November 2024; European Security & Defence, operational reporting.

[6] Al Jazeera, May 2024, vessel denied Spanish port entry carrying military materials.

[7] Reporting on export authorizations, The Wire, 2024.

[8] Government of India parliamentary responses on worker deployment to Israel, 2024–2025.

[9] Bilateral trade statistics, Government of India and Israeli trade data.

[10] The Wire, January–February 2026, Epstein-related communications reporting.

[11] International Court of Justice, Provisional Measures Order, January 26, 2024.

[12] Government of India trade statistics; Israeli Central Bureau of Statistics; SIPRI trend indicators on defense trade growth, 1992–2025.

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