Strait of Hormuz Blockade Step by Step: What Do We Know?

A view of Iranian-flagged cargo ship M/V Touska as the US Navy Arleigh Burke-class Aegis guided missile destroyer USS Spruance conducts its interception in a location given as the north Arabian Sea, in this screen capture from a video released April 19, 2026. (CENTCOM/Handout via Reuters)
A view of Iranian-flagged cargo ship M/V Touska as the US Navy Arleigh Burke-class Aegis guided missile destroyer USS Spruance conducts its interception in a location given as the north Arabian Sea, in this screen capture from a video released April 19, 2026. (CENTCOM/Handout via Reuters)
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Strait of Hormuz Blockade Step by Step: What Do We Know?

A view of Iranian-flagged cargo ship M/V Touska as the US Navy Arleigh Burke-class Aegis guided missile destroyer USS Spruance conducts its interception in a location given as the north Arabian Sea, in this screen capture from a video released April 19, 2026. (CENTCOM/Handout via Reuters)
A view of Iranian-flagged cargo ship M/V Touska as the US Navy Arleigh Burke-class Aegis guided missile destroyer USS Spruance conducts its interception in a location given as the north Arabian Sea, in this screen capture from a video released April 19, 2026. (CENTCOM/Handout via Reuters)

Shipping traffic through the Strait of Hormuz remained mostly at a standstill on Monday, with just three vessels crossing the vital waterway, according to Kpler, a maritime data firm.

On Sunday, a US Navy destroyer attacked and seized an Iranian-flagged cargo ship that US President Donald Trump said had tried to evade the US blockade on ships traveling to and from Iranian ports.

In a separate incident, the United Kingdom Maritime Trade Operations center, which is administered by Britain’s Royal Navy, said that two vessels had been hit while trying to cross the Strait of Hormuz, according to a notice published on Saturday.

In one instance, gun ships operated by Iran’s Revolutionary Guards Corps fired at a tanker without radio warning, the British organization said. In the second incident, a container ship was hit by “an unknown projectile” that damaged some of the containers.

On Tuesday, the US military said it had seized an Iran-linked tanker in international waters, in what appears to be the latest move to enforce a blockade as the ceasefire deadline looms.

The US military said it had boarded the tanker Tifani “without incident.”

The ship, capable of carrying 2 million barrels of crude, last reported its position on Tuesday morning near Sri Lanka in the Indian Ocean, according to MarineTraffic tracking data. It was close to fully loaded and had signaled Singapore as its destination.

A two-week ceasefire between the US and Iran is set to expire early Wednesday.

Latest developments

The US Navy has turned back 27 ships trying to enter or exit Iranian ports since an American blockade outside the contested Strait of Hormuz began about a week ago, the military’s Central Command said on Monday.

On Sunday, a Navy destroyer disabled and seized the Touska, an Iranian cargo ship, in the Gulf of Oman after it tried to evade the blockade. It was the first time a vessel was reported to have tried to evade the US-imposed blockade on any ship entering or exiting Iranian ports since it took effect last week.

The guided-missile destroyer Spruance, one of more than a dozen Navy warships enforcing the US blockade, ordered the vessel’s crew to evacuate its engine room.

The Spruance then fired several rounds from its Mk-45 gun into the ship’s propulsion system as it steamed toward the port of Bandar Abbas in Iran, Central Command said in a statement that included a video of the firing.

American officials will determine what to do with the disabled vessel once the search is completed, a US military official said on Monday, speaking on the condition of anonymity to discuss operational matters, according to the New York Times. One option would be to tow the stricken ship to Oman, independent specialists said. An alternative would be to let the Touska steam to an Iranian port, if it can.

A spokesman for Iran’s military reiterated a threat on Monday to “take the necessary action against the US military” in response to the ship’s seizure, Iran’s state broadcaster reported.

How is the US imposing the blockade?

According to CENTCOM, more than 10,000 US personnel, including sailors, marines, and airmen, are participating in the operation, supported by over a dozen warships and dozens of aircraft. The effort spans key waterways surrounding Iran, including the Arabian Gulf and the Gulf of Oman.

The US blockade on Iranian ports does not have a defined geographic boundary, and the United States can interdict vessels almost anywhere in international waters until they arrive at their final port.

Analysts say modern technology allows blockade enforcement at great distances.

Can ships evade the blockade?

Maritime intelligence experts say that more ships in and around the Strait of Hormuz seem to be adopting “spoofing” tactics to avoid detection.

Under international maritime law, most large commercial vessels travel with a transponder that automatically transmits the ship’s name, location, route and other identifying information. That includes a nine-digit number with a country code, which serves as a digital fingerprint for a ship.

The tactics were used by Russian “shadow fleet” vessels evading sanctions related to the invasion of Ukraine in 2022.

When a ship is engaged in spoofing, its captain can type in a false origin or destination or can pretend to be piloting another ship altogether. Vessels can also temporarily turn off their transponders, seeming to disappear in one place and reappear in another.

The strait is “a contested information environment,” said Erik Bethel, a partner at Mare Liberum, a maritime technology venture capital fund.

Still, whatever ruses they employ, vessels going to and from Iran may get only so far. It is difficult to pass between the open ocean and a waterway as narrow as the Strait of Hormuz without being detected.

“My expectation is that the US Navy can sit out in the Gulf of Oman,” said Ami Daniel, the chief executive of Windward, a maritime intelligence data provider. “I don’t think there’s a way to breach the blockade.”

What are the US and Iranian strategies?

The US blockade sets up a significant test in the Iran war: Which side can endure more economic pain?

Instead of directing missiles and bombs, Trump is trying to choke off Iran’s oil exports, which make up just about all of the government’s revenue.

Some experts questioned whether the US blockade would work.

“Iran is already hurting, and they have shown that they are willing to take more than a couple of hits,” said Ahmet Kasim Han, a professor of international relations at TED University in Ankara, Türkiye.

Iran’s strategy appears to be using its leverage over global energy markets, where Tehran has discovered new powers that can cause pain in the US economy through spikes in the price of gasoline and other staples.

Why is the strait so important?

The Strait of Hormuz is a strategic waterway connecting the Gulf to the Gulf of Oman and the Indian Ocean. It is the only sea route for moving oil, natural gas and other cargo out of the Gulf. Iran’s coastline runs along the entire route.

At the strait’s narrowest and most vulnerable point — between Iran to the north and the Musandam Peninsula of Oman to the south — the navigable channel is about two miles wide each for inbound and outbound traffic, according to the International Energy Agency.

The legal status of the strait is complex. It lies within the territorial waters of Iran and Oman, but under international law it is treated as an international waterway where ships are generally guaranteed passage.

Iran has signed but not ratified that framework and has disputed the extent of those rights.

Before the war, about 20% of global oil and liquid natural gas passed through the strait. Most of the fossil fuels are bound for Asia, especially China, India, Japan and South Korea.

Other large vessels also use the strait, including car carriers and container ships.

Crucial industrial goods traveling through Hormuz include helium from Qatar, fertilizer from Oman and Saudi Arabia, and plastic feedstocks from Saudi Arabia and Emirati petrochemical plants.

How does Iran control the strait?

Iran’s military can threaten shipping traffic throughout the Strait of Hormuz, even though much of its navy has been destroyed by US and Israeli strikes.

The United States and Israel launched their war against Iran on the argument that if Iran one day got a nuclear weapon, it would have the ultimate deterrent against future attacks.

It turns out that Iran already has a deterrent: geography.

“The Iranians have thought a lot about how to utilize the geography to their benefit,” said Caitlin Talmadge, a professor at the Massachusetts Institute of Technology who studies Gulf security.

*The New York Times



Lebanon-Israel Deal May Entrench Stalemate Rather Than End War, Analysts Say

An Israeli helicopter flies on patrol near the Israel-Lebanon border, 23 June 2026, amid a ceasefire between Israel and Hezbollah. (EPA)
An Israeli helicopter flies on patrol near the Israel-Lebanon border, 23 June 2026, amid a ceasefire between Israel and Hezbollah. (EPA)
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Lebanon-Israel Deal May Entrench Stalemate Rather Than End War, Analysts Say

An Israeli helicopter flies on patrol near the Israel-Lebanon border, 23 June 2026, amid a ceasefire between Israel and Hezbollah. (EPA)
An Israeli helicopter flies on patrol near the Israel-Lebanon border, 23 June 2026, amid a ceasefire between Israel and Hezbollah. (EPA)

A security deal between Lebanon and Israel risks entrenching a stalemate rather than resolving Israel's underlying conflict with Hezbollah by tying Israel's pullout from southern Lebanon to the Iran-aligned group's disarmament, a condition regional analysts and politicians say is unattainable.

At its core is a bargain few see as workable: Hezbollah has flatly rejected disarmament, and no Lebanese government has the power to enforce it.

With Hezbollah unlikely to disarm, analysts say Israel has political cover to keep an open-ended military presence in southern Lebanon, which it invaded after Hezbollah fired at Israel on March 2 in solidarity with Tehran over the war in Iran.

The deal leaves the Lebanese state trapped between obligations it cannot meet and sovereignty it cannot fully reclaim, the analysts say.

The framework deal also collides with Lebanon’s political realities, asking a fragile sectarian state to confront the most powerful armed faction in the country despite a post–civil war system built on power-sharing rather than coercion.

"This is not an agreement, it is an imposed settlement," said a senior Lebanese politician who ‌declined to be ‌named, according to Reuters.

The Lebanese army, he said, was neither structured nor equipped to disarm Hezbollah, and expecting it ‌to do ⁠so ignored both the ⁠group’s entrenched military capacity and the fragile sectarian balance on which Lebanon's stability rests.

'BURDEN' PLACED ON LEBANON

Political analysts say the imbalance is built into the agreement’s design, with sweeping obligations placed on Lebanon but no reciprocal guarantee of Israeli withdrawal.

"This agreement has put all the burden on Lebanon," said Michael Young, a Beirut-based analyst, adding that it "creates a structure that allows the Israelis to remain (in southern Lebanon) indefinitely."

Fawaz Gerges, a Lebanese scholar at the London School of Economics and Political Science, said the deal was "born dead" and is structurally flawed, hinging on a condition that is impossible to meet in practice.

Gerges said Israel had already occupied a buffer zone in southern Lebanon about eight to 10 km (five to six miles) deep while tying any future withdrawal to Hezbollah’s ⁠disarmament.

The terms of the deal risk the buffer zone becoming long-term and giving it diplomatic legitimacy, he ‌said, describing it as a political "gift" to Israel.

The conflict in Lebanon has been a ‌central part of diplomacy towards ending the wider US-Iran war.

Gerges said Washington’s deliberate decoupling of the conflicts gave Israel greater freedom of action in Lebanon.

FEAR OF ‌CIVIL CONFLICT

The framework agreement signed in Washington affirms that Israel has no claim to Lebanese territory and makes Lebanese army authority in the ‌south contingent on the verified disarmament of non-state armed groups, including Hezbollah.

Israeli Prime Minister Benjamin Netanyahu portrays the deal as a historic achievement that could lead to broader peace, while Israeli troops remain deployed in a so-called security zone which Israel says is designed to protect its north from potential attack.

"We will continue to hold it (territory in the security zone) until Hezbollah and other terrorist organizations are disarmed, and until no further threat to Israel is posed from Lebanon," Netanyahu said on Saturday.

Three senior Israeli ‌officials said Israel has little faith in Lebanon's ability to disarm Hezbollah but sees the deal as a vital diplomatic step towards building peace with Lebanon in the long run.

About 4,000 people have been ⁠killed in Lebanon and a ⁠million displaced during Israel’s military campaign against Hezbollah.

Lebanese President Joseph Aoun welcomed the agreement as a first step towards restoring Lebanon's sovereignty, saying it should allow Lebanese people to return to fully liberated land.

Parliament Speaker and key Hezbollah ally Nabih Berri said it amounted to an "agreement of dictates, not one that preserves Lebanon's rights" and said it would not be implemented.

Hezbollah chief Naim Qassem declared the deal "null and void" and a "surrender" and said his group would keep fighting until Israel is forced to leave. Hezbollah lawmaker Hassan Fadlallah warned of "internal conflict" in Lebanon.

Any attempt to forcibly disarm Hezbollah would risk deepening sectarian tensions.

Young said the deal "won't lead us anywhere except to civil conflict, and maybe an insurrection by the Shiite community."

DEAL'S IMPLEMENTATION IN QUESTION

Danny Citrinowicz, a regional analyst and former Israeli military intelligence officer, said Hezbollah's dismantlement was "something that would never happen" and the deal in effect legitimized an open-ended Israeli military presence.

"Nothing will happen. Israel won't withdraw, and Hezbollah won't dismantle," he said.

Citrinowicz said no Israeli prime minister has the domestic political space to withdraw while Hezbollah is still armed and northern Israeli communities remain displaced.

A narrower pact focused on Hezbollah's pullout from south of the Litani River, an expanded Lebanese army deployment and an extension of state authority, would have stood a better chance of success, he said.

Pro-Hezbollah analyst Mohammed Obeid also said the deal was unlikely to be implemented, adding that its provisions were "like explosives", capable of detonating Lebanon's internal stability, as they hinge on state action to disarm Hezbollah.


13 Years Since 'June 30' in Egypt... The Muslim Brotherhood Has Suffered Severe Setbacks

The Muslim Brotherhood headquarters burning in Cairo in summer 2013 (Getty)
The Muslim Brotherhood headquarters burning in Cairo in summer 2013 (Getty)
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13 Years Since 'June 30' in Egypt... The Muslim Brotherhood Has Suffered Severe Setbacks

The Muslim Brotherhood headquarters burning in Cairo in summer 2013 (Getty)
The Muslim Brotherhood headquarters burning in Cairo in summer 2013 (Getty)

Thirteen years after the ouster of the Muslim Brotherhood's rule in Egypt during the events of "June 30" 2013, the group has suffered major setbacks locally and internationally.
The group, whose rule lasted for one year since its member Mohamed Morsi ascended to the presidency in 2012, is now experiencing a domestic blow amidst judicial and security prosecutions.

Its international presence has also shrunk due to decisions by Western countries to pursue and label it as terrorist, with observers and analysts predicting that "the organization and its ideology will soon disappear.”

A Pivotal Day

June 30, 2013, is considered a pivotal day in modern Egyptian history. One year after Morsi assumed the presidency, massive demonstrations erupted across Egypt's governorates demanding the removal of the Muslim Brotherhood from power and Morsi's ouster. On July 3 of that year, his removal was announced in response to these demands.

In the same year, Egyptian authorities banned the Muslim Brotherhood and placed it on the list of "terrorist entities." Now, hundreds of its leaders and supporters are imprisoned, headed by its Supreme Guide Mohammed Badie.

Some have received sentences of execution, harsh imprisonment, and life in prison. The group's presence is now only known in cyberspace through platforms abroad, mainly in Türkiye and the United Kingdom.

Disappearance Domestically

Egyptian researcher specializing in extremist groups Munir Adib states that when discussing the disappearance of the Muslim Brotherhood on the thirteenth anniversary of the June 30 events, "it is necessary to differentiate between two things: the disappearance of the organization and the disappearance of the ideology."

"In both cases, the Egyptian state and its security agencies have succeeded over 13 years in dismantling, neutralizing the organization, and refuting many of its ideas to the extent that it no longer has the influence it had before 2013 or even before 2011,” he adds in a statement to Asharq Al-Awsat.

He predicted that the organization would disappear soon, saying: "The organization, which is now 98 years old, has only two more years left, for its hundredth year to be its last... to become merely a line in history books."

Ahmed Ban, an analyst specializing in religious and extremist groups, states that the group has shifted from a tangible existence to a mere presence on media platforms, specifically non-traditional media such as social media platforms, digital platforms, and artificial intelligence technologies to spread messages of frustration and chaos.

International Moves

Internationally, the organization's situation is no different than in Egypt, with official movements in Austria, Germany, France, and the Netherlands witnessing radical shifts in their stances over the past years, moving from a phase of monitoring and caution to prosecution.

In May 2026, the administration of US President Donald Trump unveiled a new national counter-terrorism strategy, which at its core focused on the Muslim Brotherhood as the ideological source of modern "militant terrorism."

This was preceded last January by Washington's designation of the Muslim Brotherhood in Egypt, as well as its branches in Jordan and Lebanon, as "terrorist organizations." This was followed in March by placing its Sudanese branch on the same list.

Moreover, a majority in the French Parliament agreed last January to call on the European Commission to add the Brotherhood and its leaders to the list of terrorist organizations. This was followed in March by the Dutch Parliament's approval of a proposal calling for a ban on the Muslim Brotherhood and its affiliated organizations, though it has not yet been implemented.

Adib believes that these international moves are "an essential part of the confrontation that will lead to the disappearance of the organization, especially since the international community, Europe, and the United States represented the lifeline it breathed from."

He noted that the situation has now changed with the European move to re-evaluate the presence of the Muslim Brotherhood and its institutions, which has tightened the noose on the group, contributed to its neutralization, and consolidated predictions of its complete disappearance, along with its ideology, within the coming years.


US Sees Lebanon and Israel Framework Agreement as a Step Toward ‘Lasting Peace’

US Secretary of State Marco Rubio (C, back) looks on as (L/R, front row) Israeli Ambassador to the US Yechiel Leiter, State Department Chief of Staff Daniel Holler, and Lebanese Ambassador to the US Nada Hamadeh sign a framework agreement at the US Department of State in Washington, DC, on June 26, 2026. (AFP)
US Secretary of State Marco Rubio (C, back) looks on as (L/R, front row) Israeli Ambassador to the US Yechiel Leiter, State Department Chief of Staff Daniel Holler, and Lebanese Ambassador to the US Nada Hamadeh sign a framework agreement at the US Department of State in Washington, DC, on June 26, 2026. (AFP)
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US Sees Lebanon and Israel Framework Agreement as a Step Toward ‘Lasting Peace’

US Secretary of State Marco Rubio (C, back) looks on as (L/R, front row) Israeli Ambassador to the US Yechiel Leiter, State Department Chief of Staff Daniel Holler, and Lebanese Ambassador to the US Nada Hamadeh sign a framework agreement at the US Department of State in Washington, DC, on June 26, 2026. (AFP)
US Secretary of State Marco Rubio (C, back) looks on as (L/R, front row) Israeli Ambassador to the US Yechiel Leiter, State Department Chief of Staff Daniel Holler, and Lebanese Ambassador to the US Nada Hamadeh sign a framework agreement at the US Department of State in Washington, DC, on June 26, 2026. (AFP)

The fifth round of Lebanese-Israeli negotiations ended in Washington on Friday with the signing of a framework agreement that US Secretary of State Marco Rubio said could help lay the foundation for “lasting peace and security” between the two countries.

At a ceremony where the flags of the United States, Lebanon and Israel stood side by side, Rubio announced a framework agreement between the sovereign government of Lebanon and the government of Israel, mediated and supported by Washington.

The US-sponsored talks shifted the discussion from a ceasefire to a field-based model under which Israel would gradually withdraw from areas it occupies in southern Lebanon. The Lebanese Army would then take control of those areas and prevent the return of Hezbollah’s military presence.

Behind closed doors, and despite talk from Tehran and its allies about “victories” and “resistance,” leaks from negotiating rooms in Washington and Switzerland point to a different picture: firm US pressure, Israeli efforts to secure substantial security gains, and Iranian concessions that could reshape Tehran’s regional influence from Beirut to Baghdad.

Before the agreement was announced, Rubio said Israel and Lebanon had made progress and were close to a “declaration of intentions.” Lebanese President Joseph Aoun said the talks focused on security measures needed to restore stability and extend state authority to Lebanon’s internationally recognized borders. Israeli and Lebanese officials, however, denied US claims that Israel had withdrawn from part of the “buffer zone” as a goodwill gesture.

What emerged on Friday was an initial understanding on direction, not an agreement on implementation. The talks therefore appear to mark the start of a new political and security track rather than the end of the current military phase.

The Lebanese track has also become connected, though not fully merged, with US negotiations with Iran. Washington insists Lebanon’s future is being discussed with its government, while also holding Tehran responsible for restraining Hezbollah and ending its funding and armament. The round has thus become part of a broader test of a regional order that did not exist before the war.

Israeli military APCs parked in northern Israel, near the border with Lebanon, Saturday, June 27, 2026 after Israel and Lebanon sign a framework agreement, described as a first step toward peace following months of conflict between Israel and the Lebanese group Hezbollah. (AP)

Army deployment

The main outcome was preliminary acceptance of “pilot zones.” The plan calls for selecting a defined area from which Israeli forces would withdraw after Hezbollah’s military infrastructure is removed. Lebanese Army units would then deploy and secure the area before the model is repeated elsewhere.

The formula combines Lebanon’s demand for withdrawal and restored sovereignty with Israel’s demand that evacuated territory not become a platform for Hezbollah to rebuild its capabilities.

But Rubio’s phrase “commitment of intentions” also reveals the limits of the achievement. It signals agreement on the broad goal, not on maps, timetables or monitoring rules.

Disagreement also remains over the location of the first zone: whether it begins north of the Litani River, as Lebanese information suggests, or inside the buffer zone established by Israel.

Another unresolved question is whether withdrawal would be part of a comprehensive roadmap or decided case by case according to Israeli security assessments.

The confusion over withdrawal underscored that these questions remain unsettled.

A US official said Israel had pulled forces from part of the area without specifying where. An Israeli security official noted that the army had not withdrawn, while a senior Lebanese official stressed that Beirut knew nothing about such a step.

This may mean Washington announced Israeli political approval before implementation, or that a limited redeployment took place that Israel does not consider a withdrawal and that Lebanon has no information about.

Either way, Washington appears to be trying to prevent the talks from collapsing under the pressure of skirmishes and strikes.

Southern Lebanon remains, in practice, a war zone for tens of thousands of displaced residents unable to return because of Israeli forces or widespread destruction. The success of the agreement will be measured by whether it produces the first clear, documented handover of land to the Lebanese army.

A security wall in northern Israel on the border with Lebanon , Saturday, June 27, 2026 after Israel and Lebanon sign a framework agreement, described as a first step toward peace following months of conflict between Israel and the Lebanese group Hezbollah. (AP)

‘Pilot zones’

The plan means different things to each side. For Lebanon, a pilot zone should be the first step toward full Israeli withdrawal, an end to strikes and assassinations, the return of residents, and the deployment of the state up to the international border.

For Israel, it is a test of the Lebanese army’s ability to dismantle Hezbollah infrastructure, control supply routes and prevent the group’s fighters from returning under civilian cover.

Israel is therefore insisting on a “zone-by-zone” approach. It does not want to commit in advance to a comprehensive withdrawal before seeing the results of the first phase.

It is also linking any pullback to Hezbollah’s disarmament, or at least to clearing the relevant area of military infrastructure and weapons capable of threatening northern Israeli communities.

Beirut fears the plan could yield another form of the occupation: withdrawal from secondary positions while Israel keeps a narrower security strip.

This leaves a central question unanswered: what does Hezbollah’s disarmament actually mean? Does the first phase only require removing weapons and fighters from areas where the state deploys, or does it include Hezbollah’s arsenal across Lebanon? Which weapons come first: precision and long-range missiles, drones, air defenses, anti-tank missiles, tunnels or command centers?

Nothing announced so far proves there is a final agreement on the type of weapons to be collected or the timetable.

Washington appears to be trying to break the problem into stages: first establishing areas free of military presence, then moving to heavy and strategic weapons, while leaving small arms and organizational structures to a longer Lebanese process.

Israel fears this approach will give Hezbollah time to regroup. Lebanon fears a domestic confrontation the army cannot contain.

The US guarantee

This is where the US guarantee becomes essential. The model requires a verification mechanism that determines who decides an area is weapons-free, how violations are monitored, what happens if Hezbollah tries to return, and what limits are placed on Israel’s right to act.

Without agreement on these rules, every violation could become a pretext for renewed Israeli strikes, and every strike could trigger a return to fighting.

Separating Lebanon from Iran’s influence

At first glance, US policy toward Lebanon appears dual-track. Rubio says Lebanon-Israel negotiations are separate from talks with Iran because Lebanon is a sovereign state with a government Washington deals with directly.

In parallel, Vice President JD Vance is leading talks with Tehran that include ending the fighting in Lebanon, while President Donald Trump has threatened to strike Iran again if it fails to stop Hezbollah from “causing trouble.”

Rubio’s track identifies the legitimate decision-maker: the Lebanese government, not Iran or Hezbollah. Vance’s track deals with the actor capable of obstructing the US efforts.

In that sense, Washington is negotiating Lebanon’s future with Beirut, while negotiating with Tehran over support for the force that could derail any arrangement. It is using Iran’s need to stabilize the ceasefire and ease sanctions to pressure it on Hezbollah without granting it guardianship over Lebanon.

Trump’s warnings are therefore more than just threats. They shift responsibility for Hezbollah’s actions to its sponsor, Iran, suggesting that continued violence in Lebanon could carry a direct cost for Tehran.

The strategy is risky. Including Lebanon in a US-Iran understanding could allow Tehran to claim that any Israeli withdrawal resulted from its pressure, not from the Lebanese track.

It also raises fears in Beirut and Tel Aviv that Lebanese security details could become bargaining chips in talks over the nuclear file, sanctions and the Strait of Hormuz.

That is why Rubio insists publicly on separation, even as he acknowledges that Iran’s relationship with Hezbollah cannot be ignored.

Washington may be unable to separate the two tracks completely, but it is trying to prevent their political merger.

Its success depends on using Iranian influence to restrain Hezbollah without turning Iran into a partner in shaping the Lebanese state or its arrangements with Israel.

Israeli tank maneuvers as United Nations Interim Force in Lebanon (UNIFIL) convoy drive between destroyed houses in the south Lebanon village of Mais al-Jabal, as seen from the Israeli side of the border in the upper Galilee, 26 June 2026. (EPA)

Israeli concerns

Israel’s concern is that a US-Iran understanding could save Hezbollah from the consequences of the war. Israeli officials fear Washington’s priority may shift from dismantling the group and reducing Iranian influence to simply preserving a ceasefire and preventing conflict, while pressuring Israel to withdraw before durable security guarantees are in place.

Israel therefore is insisting on freedom to act against what it sees as rearmament or imminent threats and has not offered an unconditional commitment to return to the border. The buffer zone has become both a negotiating card and a security guarantee. Giving it up without disarmament would expose Prime Minister Benjamin Netanyahu to domestic criticism.

The Lebanese army, meanwhile, faces a test that goes beyond entering territory vacated by Israel. It must prove it can remain there, control it, prevent Hezbollah’s return, deal with weapons depots and tunnels, and avoid being dragged into civil strife.

It also needs manpower, equipment, funding and political cover, all of which remain uncertain, especially amid widespread destruction and the need to protect returning residents and secure the border.

The United States is studying training for Lebanese units and ways to verify their readiness and reliability. Reports have suggested a possible role for US Central Command, or CENTCOM, in supervision or monitoring, but no final announcement has clarified whether CENTCOM would directly vet personnel or limit itself to support and coordination.

Analysts say the deeper problem is that army deployment is not the same as disarmament.

The army may be able to control a specific area after an Israeli withdrawal if it receives enough support. But dismantling Hezbollah’s network across Lebanon requires a national political decision, a gradual mechanism, guarantees for the Shiite community and steps to prevent Iran from rebuilding funding and weapons channels.

If Washington burdens the army with more than it can carry, the model may turn from a test of state sovereignty into a test that exposes the limits of the state.