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Hezbollah halts fire following US-Iran truce as Netanyahu excludes Lebanon from ceasefire

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Hezbollah has ceased fire in Lebanon following the announcement of a two-week truce between the United States and Iran, yet Israeli forces continued their offensive, creating fresh uncertainty across the Lebanese front. According to three Lebanese sources close to the group who spoke to Reuters, Hezbollah halted fire against northern Israel and Israeli units within Lebanon early Wednesday; however, Israeli Prime Minister Benjamin Netanyahu stated that the ceasefire does not extend to Lebanon.

Following this development, the Israeli military maintained its strikes in southern Lebanon and issued new evacuation orders. Simultaneously, the Lebanese army urged civilians not to return to villages along the border.

While the US decision to suspend strikes against Iran for two weeks has established a new diplomatic landscape regarding the trajectory of the regional war, the scope of the ceasefire on the Lebanese front became a subject of contention within its first hours.

Pakistani Prime Minister Shehbaz Sharif announced that the US, Iran, and their allies had reached an agreement for an “immediate ceasefire everywhere, including Lebanon and elsewhere.” Shortly thereafter, however, Netanyahu declared that the truce was not applicable to Lebanon.

In a statement released via X, Netanyahu noted that Israel supports initiatives by US President Donald Trump aimed at ensuring “Iran no longer poses a nuclear, missile, and terror threat to America, Israel, Iran’s Arab neighbors, and the world.”

Despite this, Netanyahu explicitly emphasized in the same statement that the two-week ceasefire “does not include Lebanon.”

Notwithstanding Netanyahu’s position, three Lebanese sources informed Reuters that Hezbollah has stopped firing on the ground. These sources added that Hezbollah is expected to issue a formal declaration outlining its official stance regarding the ceasefire and Netanyahu’s comments excluding Lebanon.

The Israeli side, meanwhile, opted to continue its offensive. Lebanese media reported fresh Israeli strikes targeting the south of the country, as the Israeli military issued another evacuation call for the southern coastal city of Tyre.

Military spokesperson Avichay Adraee warned residents, particularly those in the Shabriha area, to “evacuate your homes immediately,” sharing a map pinpointing the specific building to be targeted.

It was noted that the entirety of Tyre already falls within the broad evacuation zone covering southern Lebanon, and the Israeli military has repeatedly called on residents to leave the area in recent weeks.

Prompted by the activity on the ground, the Lebanese army issued a public warning to civilians. The army command stated that news of a ceasefire had created an expectation of return among the public; however, it warned that such a move carries serious security risks while Israeli attacks continue. Consequently, the military requested that citizens refrain from returning to southern villages and towns.

The statement emphasized that civilians must not approach areas where Israeli forces have advanced, warning that they would otherwise risk their lives due to the ongoing strikes.

According to Lebanese officials, more than 1,500 people have been killed and over 1 million displaced in Israeli attacks on Lebanon since March 2.

The Israeli military, having launched an invasion in the south of the country, previously announced its intention to seize more territory to expand an area it defines as a “buffer zone.”

According to Al Jazeera correspondent Nida Ibrahim, the possibility of an agreement with Iran or a potential de-escalation places Netanyahu in a difficult political position.

Ibrahim noted that Netanyahu feels compelled to demonstrate to the Israeli public that the war continues on at least one front, leading him to keep the Lebanese front active.

In this context, the deployment of additional troops to Southern Lebanon and the maintenance of military pressure are linked not only to security calculations on the ground but also to the need to project a message for domestic politics. Ibrahim stated that Israel’s primary concern is a scenario where hostilities end, a basis for an agreement with Iran is formed, or the war rapidly dissipates.

At the onset of the conflict, Netanyahu had promised the public “absolute victory,” “regime change,” and the “elimination of the Iranian threat.”

The fact that none of these objectives have been met at this stage increases the pressure on Netanyahu. Consequently, the Lebanese front serves a political function in addition to its military role.

Indeed, opposition leader Yair Lapid targeted Netanyahu directly, describing the process as “a political catastrophe of a magnitude never seen in our history.” Lapid stated that Israel was not even at the table when decisions concerning the core of national security were being made.

In his statement, Lapid noted that the military had done everything asked of it and that the public had shown great resilience.

Conversely, the opposition leader asserted that Netanyahu has failed both politically and strategically. Lapid stated that Netanyahu had not achieved a single one of the goals he set for himself and remarked that repairing the resulting political and strategic damage would take years.

Middle East

Iran resumes ballistic missile assembly using stockpiled parts

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Iran has resumed ballistic missile production in underground facilities, despite statements by Israeli and US authorities asserting that this capacity had been completely eliminated.

According to a report by The Wall Street Journal citing US and Middle Eastern officials, the Tehran administration is utilizing pre-stockpiled components in the manufacturing process.

Officials report that despite strikes on missile sites and industrial installations at the beginning of the war, Iran continues the assembly of both solid- and liquid-fuelled missiles.

Intelligence data indicates activity at numerous underground centres, including the Khojir complex in the southeast of the country, along with efforts to establish additional underground assembly points to protect against new air strikes.

Current assembly operations are being maintained at lower volumes compared with pre-war levels, as US and Israeli operations destroyed several facilities and a naval blockade has impeded the import of components and solid-fuel ingredients.

Assessing the process, Tal Inbar, a senior analyst at the US-based Missile Defense Advocacy Alliance, stressed that damaged infrastructure can be repaired during periods when facilities are not targeted, and parts procured from other countries can be stored there.

Inbar noted that it would be naive to believe Iran is not rebuilding its missile production capacity.

Arguing that the facilities were destroyed and Tehran has suffered severe losses, the official stated that Iran remains weaker than ever before, and US President Donald Trump will never permit the country to acquire nuclear weapons.

Pentagon spokesman Sean Parnell stated that the US has destroyed up to 90% of Iran’s drone, ballistic missile, and naval industrial infrastructure, severely degrading Tehran’s ability to launch missiles and unmanned aerial vehicles.

Another US government official pointed out that the Tehran administration may have revived production, albeit on a low scale, following preliminary talks conducted in mid-June with the Trump administration regarding the opening of the Strait of Hormuz and ending the war. The official noted that existing stockpiles are sufficient to assemble at least two hundred missiles.

A CNN report in late May indicated that the Tehran administration was attempting to reopen underground missile shelters, struck by the US and Israel with costly munitions, using bulldozers and dump trucks.

Excavation activities accelerated after the April ceasefire decision; out of 69 tunnel entrances struck across 18 distinct locations, 50 have been made accessible again.

Experts stressed that it is impossible to destroy missile power solely by bombing tunnel entrances, underlining the limitations of such bombardments.

US Secretary of War Pete Hegseth claimed in April that they had effectively ended Iran’s missile programme. However, an NBC News report noted that Tehran utilized the ceasefire period to reconstitute its military strength.

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Mohammed bin Salman urges Trump to strike Houthis after Mokha falls

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Saudi Crown Prince Mohammed bin Salman has requested that US President Donald Trump launch air strikes against the Houthis in Yemen.

According to two US officials who spoke to Axios, Trump rejected the request, and US officials emphasised that the administration has no plans for direct intervention against the Houthis for now.

Oil prices surged on Thursday after the resistance led by Houthi militias (Ansarallah) seized the strategic coastal city of Mokha in Yemen.

This development brought the Yemeni resistance one step closer to the Bab el-Mandeb Strait, which is vital for global trade and Saudi oil exports.

With Iran already disrupting traffic in the Strait of Hormuz, Houthi control over Bab el-Mandeb could provide Tehran with powerful new leverage over the US and its Gulf allies.

On Thursday, as Houthi forces advanced towards the coastal city of Mokha and Saudi-backed Yemeni forces retreated, bin Salman telephoned Trump to brief him on the deteriorating situation.

A few hours later, the prince called again to request that Trump carry out US air strikes against the Houthis.

Trump declined, but a US official stated that the administration would provide Saudi Arabia with intelligence and targeting data on the Houthis.

The official noted that approximately 200 US military personnel are currently stationed in Saudi Arabia, providing non-military support.

A senior Trump administration official indicated that Washington’s priority is keeping the Red Sea open, while leaving the broader fight to regional partners.

“We are in continuous dialogue with Saudi Arabia and the Government of the Republic of Yemen regarding regional stability,” the official said.

The official continued:

“The US remains focused on protecting our core national security interests, such as ensuring freedom of navigation in the Red Sea, while empowering our regional partners to take the lead in managing and resolving regional security challenges.”

The US is concerned by the rapidly escalating conflict in Yemen and is seeking to avoid direct military intervention while increasing its support for Saudi Arabia.

According to two sources familiar with the matter, Admiral Brad Cooper, Commander of US Central Command (CENTCOM), travelled to Saudi Arabia on Thursday for urgent coordination meetings.

The conflict between Saudi Arabia and Yemeni resistance forces reignited in July after Riyadh blocked an Iranian aircraft carrying senior Houthi officials from landing in Sanaa following their return from Ali Khamenei’s funeral.

Bin Salman requested Trump’s political support to strike Sanaa airport, but made clear that Saudi Arabia did not require US military assistance. Trump granted his support.

The Houthis subsequently retaliated by attacking Saudi tankers in the Red Sea. These strikes threatened a route crucial to the kingdom’s oil exports, and the group later expanded its attacks to Saudi energy facilities.

Saudi Arabia and its Yemeni allies responded with air strikes and ground operations against Houthi positions.

Saudi Arabia’s request for direct US military intervention marks a sharp reversal from July, when Riyadh informed Washington that it could manage the Houthis on its own.

As clashes intensified, the Saudis began seeking progressively greater support from the US.

Sources close to the discussions noted that in recent weeks, US military and civilian officials informed their Saudi counterparts that Trump’s directive is to keep American forces focused on Iran and the Strait of Hormuz, and to avoid opening a new front.

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Netanyahu ignored MBZ warning on Hamas 7 October plan, report says

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Israeli Prime Minister Benjamin Netanyahu reportedly ignored a direct warning from UAE President Sheikh Mohamed bin Zayed Al Nahyan in the run-up to 7 October 2023, according to an investigation by the Israeli newspaper Haaretz.

The report states that the UAE leader, widely known as MBZ, was convinced in September 2023 that an explosion was imminent in the region, particularly given the escalating tensions in the West Bank.

Israeli President Isaac Herzog, who maintains close ties with bin Zayed, recounted: “In the months leading up to the war, he spoke with me about this issue frequently. He consistently conveyed the message that the situation needed to be de-escalated. He even dispatched a special envoy to Israel who met with the prime minister. The emir appeared to sense that the region was on the verge of erupting.”

MBZ also engaged in direct discussions with Netanyahu. These exchanges followed a standard operational protocol: a representative from the United Arab Emirates embassy would arrive at the prime minister’s office equipped with a specialised, secure telephone device to ensure confidentiality.

However, according to the newspaper, the call initiated by bin Zayed on this occasion was extraordinary in nature.

A week and a half before 7 October 2023, the UAE ruler placed a call to Netanyahu from the Presidential Palace in Abu Dhabi, and the two leaders spoke for 45 minutes.

During this conversation, bin Zayed warned that Yahya Sinwar, the Hamas leader in Gaza, was planning a major operation against Israel.

Bin Zayed voiced deep concern that such an event would not only lead to significant bloodshed, but would also destabilise the entire region and undermine the Abraham Accords.

Haaretz reported that three senior foreign sources possess direct knowledge of the call’s contents, marking the first public disclosure of the conversation’s existence.

A close Palestinian adviser to bin Zayed, who had emigrated from Gaza to Abu Dhabi years earlier and maintained extensive connections across the Gaza Strip, was also present during the exchange.

According to the adviser, the UAE ruler stressed to Netanyahu that Israel needed to prepare for this specific threat.

The adviser stated:

“The emir explained that, according to his assessment, Sinwar was preparing for a major event. He told Netanyahu that Israel had to be prepared. At the same time, he proposed working towards an economic solution for the Gaza Strip to prevent escalation, alongside calming the situation in the West Bank.”

Bin Zayed urged Netanyahu to take the matter seriously. Yet, to the emir’s surprise, the prime minister reacted with relative calm.

Netanyahu told bin Zayed that, in his own assessment, Hamas was planning to operate in the West Bank area. Reassuring the Emirati leader, Netanyahu insisted that Israel was prepared for any scenario.

The UAE leader later recounted his conversation with Netanyahu and his subsequent warning to CIA Director William J. Burns.

Bin Zayed shared with Burns the intuitive alarm he had sought to convey to Netanyahu—that “something over there is about to blow”—and noted the Israeli prime minister’s conviction that the unstable theatre was in fact the West Bank.

“The emir hoped that, despite Netanyahu’s reserved reaction, he would take the message seriously and take action,” the adviser said.

However, neither anticipated that the prime minister would hear the warning without briefing the heads of his defence and security establishments: neither the director of the Shin Bet, nor the director of the Mossad, nor the chief of staff of the Israel Defence Forces was informed of MBZ’s warning.

Haaretz noted that Gaza-related negotiations between Israel and Hamas had been proceeding smoothly in early 2023, providing the context in which the Emirati ruler’s concerns emerged.

The report received swift corroboration from the Israeli political opposition. Former prime minister and leader of the B’Yachad party, Naftali Bennett, stated that he knew the warning issued by UAE leader Mohamed bin Zayed to Netanyahu concerning Hamas’s plans prior to 7 October was genuine.

Speaking to 103FM, Bennett said: “I am telling you: I know this to be true.”

Bennett continued:

“Mohamed bin Zayed of the UAE warned Netanyahu that Sinwar was planning an operation. The head of the Egyptian General Intelligence Directorate, Abbas Kamel, also notified Netanyahu a few days before the massacre that a major operation was being planned. I do not wish to discuss my sources with anyone. I am telling you: I know this fact to be true.”

Contending that Netanyahu had led Israel “blindly into this horrific disaster,” the opposition figure asserted: “He was so deeply captive to the conception that Hamas was an asset that, despite receiving explicit warnings, he did nothing.”

Bennett maintained that Netanyahu bears direct responsibility for 7 October, not merely by virtue of being prime minister, but because “he spent 15 years strengthening Hamas and doing nothing.”

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