Reuel Marc Gerecht, writing in the Wall Street Journal:
"It's an excellent bet that the Israelis now know that the CIA probably has no sources inside the upper reaches of the Iranian scientific establishment, Mr. Khamenei's inner circle, or the Revolutionary Guards' nuclear brigade. They know whether the National Security Agency has reliably penetrated Iran's nuclear communications, and how Iran has improved its cybersecurity since Stuxnet.
"The Israelis surely know that when the administration says it has 'no evidence' that Mr. Khamenei has decided to build a nuclear weapon, this really means that Washington has no solid information. That is, Washington is guessing—most likely in the spirit of the 2007 National Intelligence Estimate on Iran, which willfully downplayed Tehran's nuclear progress.
"Because of his multilateral openness with our allies, Mr. Obama has likely guaranteed that the Western intelligence consensus on the Islamic Republic's nuclear program will default to what the Israelis and French have always said is most critical to weaponization: How many centrifuges do the Iranians have running, and are they trying to hide them or put them deep underground?
"The Israeli cabinet reportedly still hasn't had the great debate about launching a pre-emptive strike. Democracies always temporize when confronted with war. But that discussion is coming soon and Barack Obama—who, despite his improving efforts at bellicosity, just doesn't seem like a man who would choose war with another Muslim nation—has most likely helped Messrs. Netanyahu and Barak make the case for military action."
Whole thing here.