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Hezbollah’s defiance, the instability of the ceasefire andattempts to promote an Israeli-Lebanese dialogue

On November 6, 2025, Hezbollah published an open letter to the Lebanese leadership and public. It claimed it had abided by the November 27, 2024 ceasefire agreement and added that the objective of demanding that Hezbollah disarm and the Lebanese begin negotiations with Israel was to weaken Lebanon. It also insisted that it would not give up the "right to resist" and was not required to obey government directives on issues of war and peace. Hezbollah secretary general Na'im Qassem and other senior figures expressed similar positions; The letter was prompted by IDF attacks to enforce the ceasefire, targeting Hezbollah's reconstruction efforts and Radwan Force capabilities, amid reports of the organization’s rearmament. Israel and the United States also warned that if the Lebanese army did not accelerate Hezbollah’s disarmament, the attacks could intensify in quality and quantity; To prevent escalation and resolve the disputes between Israel and Lebanon, the United States and Egypt proposed holding bilateral negotiations. Lebanese president Aoun stated that Lebanon had no choice but to engage in dialogue with Israel; Nabih Berri, speaker of the Lebanese Parliament, and a Hezbollah ally, opposed direct negotiations; Hezbollah’s open letter was another expression the organization’s defiance of efforts to disarm it, after previously expressing vague willingness to discuss possibly disarming "under certain conditions." However, Hezbollah has not issued the Lebanese government an ultimatum or explicitly warned Israel, reflecting the organization's continued restraint despite the IDF attacks. In ITIC assessment, Hezbollah’s continued military buildup, the Lebanese army’s weakness in preventing it and the intensification of Israel’s measures could wear down the restraint shown by all actors since the beginning of the ceasefire and increase the risk of a serious escalation toward the end of 2025, the deadline set by the Lebanese government for disarming armed militias in the country, including Hezbollah.
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Arrest of Hamas Terrorist Cells in Europe: Hamas May Carry Out Attacks Abroad

Over the years, Hamas established a network across Europe, operating charitable societies and institutions to raise money for its civilian and military facilities in the Gaza Strip and Judea and Samaria, even though Hamas was put on the European Union's list of terrorist organizations as early as 2003. Hamas representatives in Europe carried out extensive propaganda activity, including early attempts to establish political parties; Only after the Hamas terrorist attack and massacre on October 7, 2023, and the pro-Hamas demonstrations throughout Europe, did European countries institute serious measures against Hamas, including outlawing the movement and shutting down its financial sources; In October 2025, three Hamas terrorist operatives were arrested in Germany on suspicion of preparing to attack Israeli and Jewish targets in the near or immediate future. In December 2023, four Hamas operatives were arrested in Germany and the Netherlands, suspected of being responsible for maintaining hidden weapons caches in Europe under the supervision of the movement's military wing branch in Lebanon; In ITIC assessment, the arrests indicate that for the first time, Hamas was planning to attack Israeli and Jewish targets on European soil. The arrest of the movement's operatives, some of whom were known to authorities as fundraisers, indicates Hamas' desire to exploit its fundraising and propaganda networks in Europe, especially in Germany and Austria, to carry out attacks, despite the efforts of European authorities to take action against the movement following the October 7, 2023 attack and massacre. Hamas is liable to use people who participated in the pro-Hamas demonstrations in Europe in the past two years to attack Israeli and Jewish targets. Meanwhile, Hamas operatives are also liable to exploit the pro-Hamas demonstrations to establish parties which will seek to enter the political arena and increase Hamas and its supporters' efforts to influence public opinion and decision-makers in Europe.
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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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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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Hamas Activity to Restore Security Governance in the Gaza Strip after the Ceasefire

The ceasefire in the Gaza Strip which began on October 10, 2025, provided Hamas with an opportunity to deploy its security forces in areas evacuated by the IDF and to demonstrate governance, despite the severe damage they suffered during the war; The Hamas security forces focused on fighting local clans accused of collaboration with Israel or identified as power centers which might threaten the movement's position in the Strip. The security forces carried out raids and arrests, confiscated equipment, and executed "collaborators" in full view of local residents; Hamas violence received support from the "resistance" [terrorist] organizations in the Gaza Strip and the umbrella organizations of clans which disowned the "collaborators" among them, but provoked angry reactions from the Palestinian Authority and the United States. However, Hamas claimed that their activity was intended to prevent "anarchy and chaos," but reportedly agreed to stop public executions; In ITIC assessment, as long as there is no actual change in the control of the Gaza Strip as part of the second phase of the ceasefire agreement, in which Hamas is supposed to relinquish power and disarm, the movement can be expected to continue using its security forces to attack any groups which might threaten it. The objective of using force, especially the executions, was to instill fear in the local population and ensure that Hamas retained influence even if it relinquished its governmental power centers. However, if fighting against Israel resumes, the militias and clans opposed to Hamas can be expected to take action to expand their areas of influence throughout the Strip.
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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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