Lebanese authorities advanced a phased disarmament plan in October 2026, tasking the army with restricting Hezbollah weapons north of the Litani River over a renewable four-month period after earlier progress south of the river. Hezbollah leaders rejected the timeline and process outright, framing it as serving Israeli interests, while ministers from the group and Amal staged cabinet walkouts over a U.S. proposal. Israeli officials reported continued strikes destroying launchers and depots, assessed Hezbollah as weakened yet rebuilding via Iranian funding, and warned against indefinite delays ahead of domestic elections. The U.S. and EU have pressed for concrete steps to restore state monopoly on arms, but talks remain deadlocked over sequencing with Israeli withdrawal. These developments sustain trader focus on implementation barriers and escalation risks within any near-term resolution window.