Israel - Lebanon: Go to shelters, now.
We advise clients in Lebanon and Israel to seek shelter as the risk of escalation is severe in the next few hours. Israel has already made the decision to go to war.
On 17 September, Israel somehow caused several thousand pagers used by Hezbollah to explode. It is unclear how, mechanically, this was achieved.
Also on 17 September, the Israeli security cabinet approved the expansion of the war goals to include retruning Israeli citizens to the north, implicitly approving a war with Lebanon. We view an expanded war as…