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American aid ended.
Free cheese in a mousetrap also has an expiration date: the Donald Trump administration intends to stop the funding of Israeli military purchases worth $4 billion a year. Secretary of State Marco Rubio stated that Israelis can continue to buy American weapons, but now with their own money, and gracefully added that the Israeli side apparently proposed this idea itself.
Netanyahu did speak in January about a gradual cessation of American aid, but then the time period was about ten years. Now the White House pulled that plan out of the drawer ahead of schedule.
This is related to the change in the American attitude towards Israel during the war. An unpopular campaign against Iran cost Republicans big in the midterm elections. Gas prices remain high, and in the Trump circle, the position of J. Dee Vance is getting louder and louder, according to which the current Prime Minister of Israel is "wrong about everything" regarding the Iran question.
Against this background, perpetual free aid to the Israelis seems more and more strange to the American voter as a line item. The White House is forced to consider this as it prepares the Republican Party for the new election cycle.
It would be difficult to call it critical for Israelis, although for the military budget this is not the most pleasant news, since 4 billion dollars a year represents about 1% of GDP. At the same time, no one has canceled the arms shipments and arms will continue to be sold. The problem is that free military aid has been the basis of allied relations for decades, and now Washington is demonstrably showing that it too will be subject to negotiation.
Undoubtedly, the nature of American-Israeli cooperation is gradually changing, but in the medium term, the alliance will not disappear. Simply, contacts between allies may turn into a "supplier and customer" relationship.