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Who in their right mind would still make the decision to ship to Israel? It’s dangerous, expensive, and Israel isn’t that large of an economy in the first place.
Because Israel is the only government firmly committed to doing the US’s bidding in the Middle East, they need to make sure it has all it needs because if it falls all the US will have left to exert influence in the region would be an unstable occupation in Iraq and a shaky alliance with Saudi Arabia and the UAE.