STRATFOR has an interesting bulletin out. Take these limited excerpts for what you will:
At this moment there appears to be a major shift taking place in the war. Though the scope of the operation is unclear, it appears the Israelis have shifted to a new phase of the war, focusing on broader and more intense ground operations. ... We do not know this for certain, but it does warrant alerting our readers to the possibility. ...
There are reports of new areas involved in fighting and new Israeli units being engaged. For example, Israeli forces are now fighting in the area of Qana. This is a few miles southeast of Tyre and deep into southern Lebanon. We have heard that the Qana action consists of engineers, armor and infantry, indicating a more traditional combined arms effort. ... There are additional reports of engagements near and to the west of the Israeli panhandle in the Dan-Dafna-Metulla region, along with heavy artillery fire in this region. This would be the jump-off point for an attack both westward along the Litani and northward into the Bekaa Valley. There were extensive reports of a major armored buildup in this area over the past 48 hours. This would also explain the decision to disengage temporarily at Bent Jbail in preparation for the new phase of operations.
Interestingly, the report about Qana that we have says the attacking force is from the Nahal Division ... This is of great importance because it indicates that the armor massed in the panhandle is moving in a broad encirclement as per traditional IDF doctrine.
I can't reproduce more without violating fair use. The STRATFOR report is hedged with maybe this, maybe that. So I'll leave the piece at that. Maybe this. Maybe that. We'll know soon enough.
Yoni reports that 154 rockets have fallen on Israel today, the highest number since the start. "Maybe this should be a clue that what Olmert and Halutz the Chief of Staff are doing is just not working." In other news, "Senior officers in the northern command criticized the decision claiming it hurts the momentum that ground forces had achieved against Hizbullah in southern Lebanon. ... Despite the suspension, IAF jets reportedly carried out two raids at approximately 1:30 a.m. near the village of Yanta, about five kilometers (three miles) from the Syrian border.", according to the Jerusalem Post. And it appears that the moratorium on air strikes applies to whole of Lebanon. Haaretz says:
The Israeli suspension of air strikes in Lebanon began early in the day and covers the entire country, an Israel Defense Forces spokesman said. Nevertheless, IDF ground operations will continue as before, with the intention of completing the demolition of Hezbollah positions along the border by Thursday. ... Following the meeting, the bureaus of the prime minister and Defense Minister Amir Peretz decided to limit the aerial activity until the completion of the investigation. The announcement was supposed to have been made by the Israeli military, but due to a misunderstanding, it actually came from the American side.
This doesn't sound like a cabinet that is operating according to a strategic plan. It sounds like a bunch of politicians doing what politicians do.
As I said, we shall see.