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Implementation of the Lebanese Army’s Plan to Disarm Hezbollah: Status Report

In early October 2025, the commander of the Lebanese Army presented the government in Beirut with the first report on the implementation of Hezbollah’s disarmament plan, in accordance with the government’s August 2025 decisions on the state’s arms monopoly. The report was reportedly claimed that the Army would be able to complete the demilitarization of the area south of the Litani River by the end of 2025, on condition that IDF forces leave southern Lebanon; “Sources” claimed that the Army only acts against sites that have been reported to UNIFIL and to the Ceasefire Monitoring Committee for fear of clashing with Hezbollah, which could lead to civil war; The Lebanese leadership expressed its commitment to the implementation of the state’s monopoly on weapons and blamed Israel for the delays in implementing the plan due to the continued attacks and the presence of IDF forces in five points in southern Lebanon; Hezbollah leaders made it clear that they oppose disarming the organization. Nevertheless, Hezbollah reportedly requested guarantees in exchange for giving up the weapons.; It was reported that US Special Envoy Thomas Barrack would arrive in Lebanon and warn the heads of state that they have one last chance to enter direct negotiations with Israel on a timetable for Hezbollah’s disarmament, or Lebanon will be left without external support. The US Special Envoy’s Deputy for the Middle East met with senior Lebanese leaders and asked them to work to prevent the restoration of Hezbollah’s military capabilities; In the ITIC’s assessment, the Lebanese Army will continue its operations to collect weapons from the terrorist organizations, focusing on Hezbollah, and to deploy its forces, mainly in areas south of the Litani, aiming to finish this by the end of 2025. On the other hand, in Hezbollah’s strongholds north of the Litani, in the Beqaa and Beirut, the Lebanese Army will find it difficult to disarm the organization for fear of a confrontation that could escalate into civil war; In the ITIC’s assessment, Hezbollah will also continue to publicly oppose its disarmament, but may agree to partial disarmament, mainly in the region south of the Litani, in exchange for appropriate guarantees. At the same time, the Lebanese government will continue its efforts to persuade the international community, especially the American administration, to increase pressure on Israel to reduce its attacks and withdraw its forces from positions in southern Lebanon, fully or partially, to help convince Hezbollah to show greater flexibility on disarmament. However, if the US administration intensifies its use of leverage, such as withholding funds for reconstruction aid or granting a free hand to Israeli action in Lebanon, the Lebanese government may change its cautious position regarding dealing with Hezbollah.
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Iran and the Continued Aid to the Axis of Resistance amid the Ceasefire in the Gaza Strip

The ceasefire between Israel and Hamas in the Gaza Strip was achieved at a time when Iran and the “Axis of Resistance” which it leads are facing significant challenges at home and in the region, especially in light of the weakening of the axis and the consequences of the “12-Day War” between it and Israel and the United States in June 2025; Senior Iranian officials expressed support in principle for the ceasefire agreement and claimed that Iran had supported every initiative aimed at ending the war over the past two years. However, they expressed doubts about Israel’s commitment to abide by the agreement. In addition, the officials stressed that the decision on the ceasefire was made exclusively by Hamas without any involvement from Tehran. Iran also rejected the invitation to participate in the peace summit in Sharm al-Sheikh, claiming that it could not participate with those who attacked it during the “12-Day War.”; Iran’s state media portrayed the end of the war as a strategic victory for Hamas and the Palestinians, who succeeded in putting the Palestinian issue back at the top of the global agenda, and as a severe defeat for Israel, which did not achieve its goals and was weakened militarily, economically, socially, and internationally; Before and after the ceasefire, senior officials and media outlets in Iran stressed that, despite the challenges and pressures facing the Islamic Republic and the pro-Iranian axis in the region, Tehran has no intention of abandoning its allies. They emphasized the importance of continuing the “resistance” and Iranian support for it. At the same time, Iran continues to deliver aid, including weapons, to its proxies in the region, including the terrorist organizations in Judea and Samaria, Hezbollah, and the Houthis; In the ITIC’s assessment, the end of the war in the Gaza Strip is not expected to bring about a significant change in Iran’s policy or put an end to its efforts to expand its influence in the Palestinian arena and to continue providing aid to Hamas and the other Palestinian terrorist organizations. In Tehran’s assessment, Hamas’ continued presence in the Gaza Strip and Judea and Samaria may also provide it with future opportunities to rebuild the movement’s capabilities and preserve some of Iran’s influence, despite the operational, logistical, and financial constraints that limit Iran’s continued support for the Palestinian terrorist organizations. At the same time, Iran is expected to continue its support for the other components of the “Axis of Resistance” in the region, first and foremost Hezbollah, which is in the midst of a recovery process despite the IDF’s attacks and the demand for the organization to disarm, and the Houthis, who are taking advantage of the ceasefire in the Gaza Strip to continue acquiring weapons and improving their offensive capabilities. 
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Hezbollah’s Reconstruction Efforts Amid the IDF’s Enforcement of the Ceasefire in Lebanon

Since the ceasefire between Israel and Lebanon went into effect on November 27, 2024, Hezbollah has been making efforts to restore its capabilities, which were severely damaged in the campaign against Israel between October 2023 and November 2024, while adapting the organization’s structure to the new reality. Senior Hezbollah officials have even declared that the organization is prepared for a new confrontation with Israel. Hezbollah’s reconstruction activities in southern Lebanon constitute a violation of the understandings prohibiting Hezbollah’s presence south of the Litani River; In light of identifying accelerated efforts to reconstruct the organization’s infrastructure, the IDF carried out hundreds of attacks against Hezbollah operatives and the organization’s military infrastructure in southern Lebanon and other areas of the country. Since the beginning of October 2025, a total of 20 attacks have been carried out to enforce the ceasefire understandings, destroying capabilities that aided in reconstructing Hezbollah’s infrastructure, including hundreds of engineering vehicles and a concrete production quarry; Hezbollah has continued the line it has taken since the beginning of the ceasefire, calling on the Lebanese authorities to intensify their efforts against “Israeli aggression,” while vaguely threatening that the “resistance” may lose its patience; The Israeli strike that destroyed hundreds of engineering vehicles intensified the anger and criticism from the Lebanese leadership, which accused Israel of attempting to undermine Lebanon’s reconstruction efforts in general and efforts to reconstruct the villages in southern Lebanon in particular. Prime Minister Salam also instructed the Ministry of Foreign Affairs to file a complaint with the UN Security Council; Against the backdrop of the ceasefire in the Gaza Strip and the attempt to increase American pressure on Israel, Lebanese President Aoun proposed opening indirect negotiations with Israel to resolve disputed issues. It was reported that Hezbollah did not reject the idea, but demanded as a precondition the cessation of strikes, withdrawal of IDF forces from southern Lebanon, and the release of Lebanese detainees held in Israel; In the ITIC’s assessment, Hezbollah is expected to continue efforts to restore its capabilities despite IDF enforcement actions, with emphasis on areas north of the Litani River to minimize friction with Lebanese Army forces working to implement the state monopoly on weapons in southern Lebanon. The ITIC assesses that if the trend of Israeli strikes against Hezbollah operatives and infrastructure intensifies, Hezbollah is expected to increase criticism and pressure on state leadership, but it appears that for now, the organization remains restrained and will avoid direct action against Israel. However, if Israeli strikes result in widespread harm to uninvolved civilians, Hezbollah may respond more extensively under the pretext of “defending Lebanon.”
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Spotlight on Terrorism – September 2025

During September 2025 fighting in the Gaza Strip and counterterrorism activity in Judea and Samaria continued. The ceasefire between Israel and Hezbollah continued despite IDF strikes on Hezbollah targets. The Houthis continued attacking Israeli territory; The IDF continued aerial and ground attacks on terrorist targets throughout the Strip and began a ground maneuver inside Gaza City. Ten IDF soldiers were killed. Commanders and operatives in the military wings of Hamas, the Palestinian Islamic Jihad (PIJ) and other terrorist organizations were eliminated, including operatives involved in the October 7, 2023 attack and massacre, and operatives who held hostages. An attempted strike on the Hamas leadership in Qatar failed. Five rockets were fired at Israeli territory during September; There were four terrorist attacks compared with one in August; six Israeli civilians and three IDF soldiers were killed. Israeli security forces continued counterterrorism operations across Judea and Samaria, during which rockets were found and a network operating under the direction of Hamas' headquarters in Turkey was exposed; The IDF continued operations against Hezbollah's violations of the ceasefire which went into effect on November 27, 2024, and against the organization's attempts to reconstruct its military capabilities. At least 13 Hezbollah operatives were eliminated, including one involved in directing terrorism from Syria and another operating in the Iranian Imam Hussein Division, and military facilities were attacked. An operative from the Hezbollah-affiliated Lebanese Brigades for Resistance to the Israeli Occupation was eliminated; Suspects planning to attack IDF forces in southern Syria were detained, and weapons and missile depots were attacked; The Houthis claimed responsibility for 26 ballistic missile and UAV attacks on Israel. The IDF spokesperson reported the interception of nine ballistic missiles and 12 UAVs, with additional missiles disintegrating en route to Israel; three UAVs hit Eilat, Israel's southernmost city, and Ramon Airport, injuring more than 20 people. The IDF attacked Houthi regime targets in Yemen twice.
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Instructions Given by Yahya al-Sinwar for the October 7, 2023 Attack and Massacre

After Operation Guardian of the Walls (or "The Sword of Jerusalem Battle," as Hamas calls it) in May 2021, the Hamas leadership, led by Yahya al-Sinwar, leader of Hamas in the Gaza Strip, began planning a campaign to realize the vision of "the destruction of Israel."; In addition to the Hamas leadership's strategic coordination with Iran and Hezbollah, al-Sinwar personally participated in planning the terrorist attack and massacre carried out by the organization's military wing; A document handwritten by al-Sinwar in August 2022, which was found by the IDF in the Gaza Strip, detailed his instructions, from the deceptions in the weeks before the invasion to the conduct of invasion itself, based on the understanding that the Israeli defense measures along the border would not be able to stop the waves of attacking terrorists; According to the document, al-Sinwar kept the plan secret from the other terrorist organizations operating in the Gaza Strip, intending to involve them only in subsequent waves after Hamas had secured control of Israeli territory; Al-Sinwar expressed his confidence that the Hamas offensive would lead to a multi-front campaign involving Israeli Arabs, Judea and Samaria, and east Jerusalem, as well as an invasion of Israel's north by Hezbollah; A central part of the document is dedicated to the psychology of the attack, with al-Sinwar's explicit instructions to document Hamas terrorist operatives indiscriminately slaughtering civilians, trampling soldiers' bodies, burning residential neighborhoods, and blowing up tanks. The documentation of the atrocities was intended not only for internal use but was planned as a psychological tool to shock and terrorize the Israeli public and send a message of power to "resistance" operatives in the region; The document shows al-Sinwar's control over all the details of the invasion as it was carried out during the early hours of the attack on October 7, 2023. In ITIC assessment, al-Sinwar was not content with a large-scale terrorist attack or with sending a message but aspired to a complete strategic change on the ground through prolonged physical control of command centers, communication hubs, and IDF bases to leverage Israel's initial confusion and establish a new reality before the IDF or the international community could respond.
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Spotlight on Iran and the Shiite Axis (September 17—30, 2025)

In his speech at the UN General Assembly, the Iranian President accused Israel of committing “genocide” in the Gaza Strip and declared that the “Greater Israel” plan expresses the true intentions of the “Zionist regime.” The Houthi leader in Yemen accused the Arab countries of making a “strategic mistake” due to their continued ties with Israel; Hardline media in Iran expressed reservations about European countries’ recognition of the “State of Palestine,” arguing that such recognition is not enough to bring about a change in the Palestinians’ situation or to end the “Zionist occupation.”; Ali Larijani, Secretary of Iran’s Supreme National Security Council, arrived in Lebanon to participate in the commemoration ceremonies marking the first anniversary of the targeted killing of Hezbollah leader Hassan Nasrallah. He stressed Iran’s continued support for Hezbollah but made it clear that it does not interfere in Lebanon’s decision-making. Before Larijani’s visit, the Lebanese government refused to allow two Iranian planes to land in Beirut ahead of the anniversary events; The Iranian Foreign Ministry spokesman responded to the Syrian President’s remarks that the severing of relations between the two countries is not permanent and said that Iran is ready to renew ties with Damascus but is not in a hurry to do so; The Houthis claimed responsibility for nine attacks against targets in Israel using ballistic missiles and drones. Two drones exploded in Eilat, injuring at least 20 people. In response, the IDF attacked Houthi military targets in Sana’a; The Houthis reportedly improved their own capabilities in the production of drones and long-range missiles and are preparing for the possibility of a ground raid into Israeli territory; A Dutch-flagged cargo ship was attacked in the Red Sea and caught fire. Two crew members were injured; The United States has added four pro-Iranian militias in Iraq to the list of Foreign Terrorist Organizations. The militias are preparing amid concerns about an Israeli attack; A Syrian militia claimed responsibility for an explosion near an IDF post in southern Syria, in which an IDF reserve officer was seriously wounded. 
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