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DAY 120 — ISRAEL AND LEBANON SIGN A US-BROKERED FRAMEWORK AGREEMENT AT THE STATE DEPARTMENT (RUBIO WITH ISRAEL’S AMBASSADOR LEITER AND LEBANON’S AMBASSADOR HAMADEH), CAPPING FOUR DAYS OF THE FIFTH ROUND OF DC TALKS — A “SEQUENCED PROCESS” IN WHICH THE LEBANESE ARMY RESTORES SOVEREIGN AUTHORITY “PENDING THE VERIFIED DISARMAMENT OF NON-STATE ARMED GROUPS” (HEZBOLLAH) BEFORE ISRAEL “PROGRESSIVELY REDEPLOYS,” STARTING WITH A PARTIAL IDF PULLBACK FROM TWO PILOT ZONES HANDED TO THE LEBANESE ARMY, OVERSEEN BY A NEW US-LED “MILITARY COORDINATION GROUP FOR LEBANON” (MCG4L) PLUS AN IMMEDIATE $100M US HUMANITARIAN DONATION — BUT NETANYAHU CALLS IT “A MAJOR BLOW TO IRAN,” VOWS TO HOLD THE ORIGINAL SECURITY ZONE “UNTIL HEZBOLLAH DISARMS,” AND HEZBOLLAH (MP FADLALLAH) REJECTS THE DEAL AND DISARMAMENT, WARNING ENFORCEMENT WOULD MEAN “CIVIL WAR” — MEANWHILE IRAN HARDENS ITS HORMUZ DEMAND (SAFE PASSAGE “CANNOT BE GUARANTEED WITHOUT COORDINATION WITH IRAN”) AFTER THURSDAY’S SHIP STRIKE, THE UN’S IMO KEEPS ITS EVACUATION PAUSED (115 VESSELS GOT THROUGH FIRST), AND TRUMP CALLS THE STRIKE A “FOOLISH VIOLATION”

JUNE 26 (DAY 120) — Israel and Lebanon Sign a US-Brokered Framework Agreement at the State Department: a “Sequenced” Path to a Partial IDF Pullback From Two Pilot Zones Tied to Hezbollah’s “Verified Disarmament,” With a New US-Led Trilateral Military Coordination Group and $100M in US Aid — but Netanyahu Calls It “a Major Blow to Iran” and Vows to Hold the Security Zone Until Hezbollah Disarms, Hezbollah Rejects It as Pointing to “Civil War,” and Iran Hardens Its Hormuz Coordination Demand After Thursday’s Ship Strike

On June 26, 2026 (Day 120 of the Iran-Israel-US war, Operation Epic Fury / Friday), the deal’s most dangerous fault line — Lebanon — saw its first concrete diplomatic movement, even as the hardest party rejected it and the Hormuz dispute hardened. THE FRAMEWORK: Israel, Lebanon and the United States signed a US-brokered framework agreement at the State Department, with Secretary of State Marco Rubio joined by Israel’s ambassador Yechiel Leiter and Lebanon’s ambassador Nada Hamadeh, capping four days of the fifth round of Washington-mediated talks (CNN, Times of Israel, CBC/AP). The State Department text describes a “sequenced process” in which the Lebanese army restores “effective sovereign authority over all Lebanese territory, pending the verified disarmament of non-state armed groups” — a clear reference to Hezbollah — and only then will Israel “progressively redeploy.” It begins with a partial IDF pullback from two “pilot zones” handed to the Lebanese army, overseen by a new US-led “Military Coordination Group for Lebanon” (MCG4L), alongside an “immediate” $100 million US humanitarian donation; Rubio called it “the beginning of the beginning.” WHAT ISRAEL ACTUALLY GIVES UP IS SMALL: Prime Minister Netanyahu said the IDF will leave two areas it “does not need” — one south of the Litani outside the original security zone, and one north of it that Israel “conquered in the last two weeks” — while maintaining the original security zone and roughly a fifth of Lebanon. THE SPIN AND THE REJECTION: Netanyahu framed the deal as “a major blow to Iran,” declaring that Israel, Lebanon and the US are telling Tehran “it is none of your business — you have no role in Lebanon,” and vowing to hold the security zone “until Hezbollah disarms.” Hezbollah flatly rejected it: MP Hassan Fadlallah said the group will not disarm, that Lebanese authorities “will not be able to enforce the agreement … unless they go … to civil war,” and that the deal was an attempt to “derail the Islamabad process” — “whoever shakes hands with the enemy is a criminal.” Lebanon’s ambassador called it the “first step on the road to restoring Lebanese sovereignty,” and President Aoun thanked the Trump administration. THE HORMUZ HARDENING: a day after Iran’s IRGC struck a Singapore-flagged ship, deputy foreign minister Kazem Gharibabadi said safe passage through the Strait of Hormuz “cannot be guaranteed without coordination with Iran” and that failure to coordinate “may result in the suspension of any designated route,” while Iran reiterated the strait should be governed jointly with Oman per the MOU; Vice President Vance told Tehran to “pick up the phone” if it disagreed on the memorandum, warning “violence will be met with violence,” and Trump called the ship strike a “foolish violation” while signaling no return to hostilities. The UN’s International Maritime Organization kept its seafarer evacuation paused — Secretary-General Arsenio Dominguez said 115 vessels and about 2,500 seafarers got through before the halt, that he was seeking safety guarantees from Oman, the US and Iran, and could not give a restart timeframe (14 seafarers were killed during the war). LEBANON KEPT BLEEDING: Israel struck near Nabatieh on the holy day of Ashoura, and Doctors Without Borders said the city “resembles a death trap,” with 50 people killed in the province in recent days; Rubio pointedly skipped Israel on his Middle East tour, which some read as a snub of Netanyahu. Net assessment: Day 120 produced the first signed movement on the Lebanon fault line that has threatened the deal since it was struck — a real diplomatic step that puts a US-led mechanism and a partial pullback on paper — but the actual withdrawal is minimal, Israel keeps most of what it holds, and Hezbollah’s rejection of the disarmament-first core means the framework’s decisive test is whether it can be implemented at all without the civil war its opponents are threatening.
DECRYPT FULL STRATEGIC BRIEF
17:00 UTC Diplomacy Washington

Israel and Lebanon Sign a US-Brokered Framework Agreement at the State Department — Rubio: “the Beginning of the Beginning”

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Israel, Lebanon and the United States signed a framework agreement at the State Department on Friday, with Secretary of State Marco Rubio joined by Israel’s ambassador Yechiel Leiter and Lebanon’s ambassador Nada Hamadeh, capping four days of the fifth round of US-mediated talks in Washington (CNN, Times of Israel, CBC/AP). Described as a first step toward peace after months of Israel-Hezbollah conflict, the trilateral deal is meant to enable future agreements. “Today is the beginning of the beginning,” Rubio said. “There’s a lot of work ahead … but we understand the importance of it.” It is the first signed movement on the Lebanon front that has threatened the broader US-Iran deal since it was struck.
Washington
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CNN + ToI + CBC/AP June 26: Israel-Lebanon-US framework signed at State Dept (Rubio, Israel amb Leiter, Lebanon amb Hamadeh), 4 days of 5th DC round; Rubio 'beginning of the beginning'.
17:30 UTC Diplomacy Washington

The Terms: a “Sequenced Process” — Hezbollah’s “Verified Disarmament” Must Precede Any Israeli Redeployment; Two Pilot Zones

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The State Department released the text hours after the signing: it describes a “sequenced process” in which the Lebanese army restores “effective sovereign authority over all Lebanese territory, pending the verified disarmament of non-state armed groups” — a clear reference to Hezbollah — and only then will Israel “progressively redeploy” out of Lebanon (Al Jazeera/State Dept text, CNN). It outlines two “pilot zones” where the Lebanese army “will gradually assume full and effective security responsibility,” with reconstruction and civilian return to follow only “upon confirmation of successful disarmament” in those zones. The framework also states Israel “has no territorial ambitions” in Lebanon.
Washington
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Al Jazeera + CNN June 26 (State Dept text): 'sequenced process', Lebanese army restores authority 'pending verified disarmament of non-state armed groups' (Hezbollah) before Israel 'progressively redeploys'; 2 pilot zones.
18:00 UTC Diplomacy Washington

Rubio Announces a US-Led “Military Coordination Group for Lebanon” (MCG4L) Plus an Immediate $100 Million US Humanitarian Donation

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In a statement, Rubio declared the creation of a “trilateral Military Coordination Group for Lebanon (MCG4L), facilitated by the United States,” to implement the agreement, and announced an “immediate” $100 million US donation toward humanitarian assistance in coordination with the UN (Times of Israel). The MCG4L gives the framework a standing US-led implementation body — the kind of mechanism the de-confliction cell agreed in Switzerland lacked — though its effectiveness will depend on whether the disarmament-first sequencing can move at all.
Washington
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ToI June 26: Rubio announces 'Military Coordination Group for Lebanon (MCG4L)' US-facilitated to implement framework + immediate $100M US humanitarian donation.
18:30 UTC Statement Jerusalem

Netanyahu: “a Major Blow to Iran” — Israel Holds the Security Zone “Until Hezbollah Disarms”; “You Have No Role in Lebanon”

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In a video statement, Prime Minister Netanyahu touted the framework while stressing Israel will remain in the buffer zone it created “until Hezbollah disarms and as long as there is a threat to the State of Israel” (Times of Israel, CNN, CBC). “This is also a major blow to Iran,” he said. “Iran is trying to coax us to withdraw from southern Lebanon by force. And in essence, Israel, Lebanon and the United States are telling Iran — it is none of your business. You have no role in Lebanon. Neither you, nor Hezbollah nor any terrorist organization.” He said the IDF’s “freedom of military action will be maintained throughout the security zone.”
Jerusalem
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ToI + CNN + CBC June 26: Netanyahu video - framework 'a major blow to Iran', hold security zone 'until Hezbollah disarms'; 'Iran... none of your business, you have no role in Lebanon'; IDF freedom of action maintained.
18:45 UTC Assessment Southern Lebanon

What Israel Actually Gives Up: Two Small Areas Handed to the Lebanese Army — While Keeping the Security Zone and ~1/5 of Lebanon

OSINT
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The concrete Israeli concession is small: the IDF will withdraw from two areas — one south of the Litani River outside the original security zone, and one north of it that Israel says it “conquered in the last two weeks” and “does not need” — transferring them to the Lebanese army as pilot zones (CNN, Al Jazeera, Times of Israel). Israel keeps the original security zone (covering the range of Hezbollah anti-tank missiles) and continues to occupy roughly a fifth of Lebanon. Lebanese negotiators had presented more expansive withdrawal maps than Israel was willing to accept, given the political pressures on Netanyahu’s government.
Southern Lebanon
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CNN + Al Jazeera + ToI June 26: Israel withdraws from 2 small areas (1 south of Litani outside orig zone, 1 north it 'conquered in last 2 weeks') to Lebanese army; keeps orig security zone + ~1/5 of Lebanon; Lebanon sought more.
19:00 UTC Statement Beirut

Hezbollah Rejects the Deal — MP Fadlallah: Won’t Disarm, Enforcement Means “Civil War,” a Bid to “Derail the Islamabad Process”

State Media
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Hezbollah flatly rejected the framework. MP Hassan Fadlallah, on pan-Arab Al-Mayadeen TV, reiterated the group rejects Lebanon’s direct negotiations with Israel and will not give up its weapons, saying Lebanese authorities “will not be able to enforce the agreement signed in Washington unless they go, with American support, to civil war” (CBC, CNN, Al Jazeera). He called the deal an attempt to “derail the Islamabad process” — the US-Iran track — and said “whoever shakes hands with the enemy is a criminal.” Hezbollah maintains it need only disarm south of the Litani per prior agreements, not nationwide. The rejection targets the framework’s core trigger.
Beirut
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CBC + CNN + Al Jazeera June 26: Hezbollah MP Fadlallah (Al-Mayadeen) - won't disarm, enforcement means 'civil war', deal 'derails Islamabad process', 'whoever shakes hands with the enemy is a criminal'. Hezbollah-aligned source.
17:15 UTC Diplomacy Washington / Beirut

Lebanon’s Framing: the “First Step on the Road to Restoring Lebanese Sovereignty”; President Aoun Thanks the Trump Administration

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Lebanon’s ambassador Nada Hamadeh called the agreement the “first step on the road to restoring Lebanese sovereignty and territorial integrity,” and President Joseph Aoun thanked the Trump administration for hosting the negotiations (CNN, Times of Israel). Lebanon had prioritized securing an Israeli withdrawal in the talks, while Israel prioritized Hezbollah’s disarmament — the framework’s sequencing gives Israel’s priority precedence, which Beirut accepted as a starting point. Aoun separately welcomed France and Italy’s efforts to build a multinational force to succeed UNIFIL, whose mandate expires at year’s end.
Washington / Beirut
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CNN + ToI June 26: Lebanon amb Hamadeh - framework 'first step to restoring Lebanese sovereignty'; Pres Aoun thanks Trump admin; Lebanon prioritized IDF withdrawal, Israel prioritized Hezbollah disarmament.
20:00 UTC Statement Washington

Vance Warns Iran on the MOU: “Pick Up the Phone” if There’s a Disagreement — “Violence Will Be Met With Violence”

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Vice President JD Vance told Tehran to “pick up the phone” if there is a disagreement over the US-Iran memorandum, warning that “violence will be met with violence” (Times of Israel). The remark, after Thursday’s ship strike, signaled the US wants disputes handled through the communication channels the deal established rather than through attacks on shipping — while drawing a red line against further Iranian strikes. It paired with Trump calling the ship attack a “foolish violation” of the agreement while offering no indication of a return to active hostilities.
Washington
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ToI June 26: VP Vance tells Iran 'pick up the phone' if MOU disagreement, 'violence will be met with violence'; pairs with Trump calling ship strike a 'foolish violation', no return to hostilities.
13:00 UTC Maritime Tehran / Strait of Hormuz

Iran Hardens Its Hormuz Demand: “No Safe Passage Without Coordination With Iran” — Failure “May Result in the Suspension of Any Route”

State Media
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A day after the IRGC struck a ship, Iran’s deputy foreign minister Kazem Gharibabadi said safe passage through the Strait of Hormuz “cannot be guaranteed without coordination with Iran” and that failure to coordinate “may result in the suspension of any designated route” (Times of Israel). Iran’s Foreign Ministry reiterated the strait should be governed jointly with Oman in line with the MOU. The statement codifies the doctrine behind Thursday’s strike — a formal claim to control the strait’s rules — against the US and Gulf states’ insistence on unimpeded passage.
Tehran / Strait of Hormuz
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ToI June 26: Iran dep FM Gharibabadi - safe passage 'cannot be guaranteed without coordination with Iran', failure 'may result in suspension of any designated route'; strait governed with Oman per MOU. Iranian-sourced.
16:00 UTC Maritime London / Strait of Hormuz

The UN Keeps Its Evacuation Paused: 115 Vessels and ~2,500 Seafarers Got Through First; IMO Seeks Guarantees, No Restart Timeframe

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IMO Secretary-General Arsenio Dominguez said about 115 vessels and around 2,500 seafarers were able to sail through the strait before the evacuation was paused following Thursday’s strike, and that he was working “vigilantly” with Oman, the United States and Iran to secure guarantees “that vessels will not be targeted” (Times of Israel, CNN). “As soon as I get further confirmations of that, we’re ready to re-initiate the process,” he said, but gave no timeframe; the targeted ship was not on the evacuation list. The IMO has said 14 seafarers were killed in attacks during the war.
London / Strait of Hormuz
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ToI + CNN June 26: IMO chief Dominguez - 115 vessels/~2,500 seafarers got through before pause; seeking guarantees from Oman/US/Iran 'vessels will not be targeted', no restart timeframe; 14 seafarers killed in war.
15:00 UTC Diplomacy Manama / Washington

Trump Calls the Ship Strike a “Foolish Violation”; the GCC and US Jointly Reject “Any Tolls, Fees, or Attempts to Assert Control” Over the Strait

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President Trump, in a social media post, called Iran’s strike on the vessel a “foolish violation” of the agreement to end the war, but offered little indication the episode would prompt a return to active hostilities (CNN). A joint statement from Rubio’s meeting with Gulf Cooperation Council foreign ministers in Bahrain said the ministers “rejected any tolls, fees, or attempts to assert control over the Strait,” and Rubio reiterated that “no country on Earth has a right to charge for the use of international waterways” (CBS). The US-Gulf united front directly opposes Iran’s coordination-and-costs claim.
Manama / Washington
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CNN + CBS June 26: Trump calls ship strike a 'foolish violation', no return to hostilities; US-GCC joint statement rejects 'any tolls, fees, or attempts to assert control over the Strait'; Rubio 'no country has a right to charge'.
09:00 UTC Humanitarian Nabatieh, S. Lebanon

Lebanon Keeps Bleeding on Ashoura: Israel Strikes Near Nabatieh; MSF Says the City “Resembles a Death Trap,” 50 Killed in the Province

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Israel launched airstrikes near Nabatieh in southern Lebanon on Friday morning, on the holy day of Ashoura, according to Lebanon’s National News Agency (CNN). Doctors Without Borders (MSF) said the situation in Nabatieh “resembles a death trap,” with people “caught under heavy shelling” while rescue teams could not safely reach them, and noted 50 people killed in the province in recent days amid “a drastic escalation” (CBS). The continued strikes — even as the framework was signed — underscore the gap between the agreement on paper and the fighting on the ground; Rubio pointedly skipped Israel on his tour, read by some as a snub of Netanyahu.
Nabatieh, S. Lebanon
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CNN + CBS June 26: Israel strikes near Nabatieh on Ashoura; MSF - Nabatieh 'resembles a death trap', 50 killed in province recently amid 'drastic escalation'; Rubio skips Israel (seen as Netanyahu snub).
Strategic Assessment

Day 120 is the first time the Lebanon fault line — the structural flaw that has threatened this deal since Day 108 — produced a signed document, and that matters even though the document is thin. For two weeks the recaps have made the same point: the US-Iran MOU commits to ending hostilities “on all fronts, including Lebanon,” but the US cannot deliver that because Israel, the actual combatant, is not a party. Friday’s framework is the workaround — a separate Israel-Lebanon-US track that creates a US-led Military Coordination Group, a $100 million sweetener, and a sequenced path to redeployment. It converts an unfillable gap in the Iran deal into a parallel process with its own machinery. That is genuine, and it is why Netanyahu could plausibly call it “a major blow to Iran”: it routes Lebanon’s future through Washington and Beirut rather than Tehran.

But the framework’s architecture is built to deliver almost nothing in the near term, by design. The sequencing is disarmament-first: the Lebanese army must achieve the “verified disarmament” of Hezbollah before Israel “progressively redeploys.” Israel’s actual concession is two pilot zones it says it “does not need,” while it keeps the original security zone and roughly a fifth of Lebanon “until Hezbollah disarms.” And Hezbollah — the party whose disarmament is the trigger for everything else — rejects the entire premise, with Fadlallah warning enforcement means “civil war.” A framework whose first domino is an event the relevant actor has vowed to prevent is a framework that can sign without binding. The honest read: this is real diplomatic motion and a real US mechanism, but the withdrawal is symbolic and the core mechanism is contested by the one group that can veto it on the ground.

Underneath, the Hormuz dispute hardened in exactly the direction Day 119 predicted. Iran has moved from striking a ship to codifying the doctrine behind it: Gharibabadi’s “no safe passage without coordination with Iran” and the threat to “suspend any designated route” formalize Tehran’s claim to control the strait’s rules, and the IMO’s continued evacuation pause shows the strike achieved its operational aim. Vance’s “pick up the phone … violence will be met with violence” and Trump’s “foolish violation” keep the US response rhetorical rather than kinetic, which preserves the talks but cedes Iran the initiative on the water. Watch items into next week: whether the two pilot-zone handovers actually happen, whether Hezbollah obstructs them, whether the IMO secures guarantees and resumes the evacuation, and whether the Iran-Oman “coordination” demand collides with the GCC’s flat rejection of any Iranian control over the strait — the route war and the tolling fight remain the same fight.

FAQ — Day 120

What happened on Day 120 of the Iran-Israel-US war (2026-06-26)?

On June 26, 2026 (Day 120, Friday), Israel, Lebanon and the United States signed a US-brokered framework agreement at the State Department — the first signed movement on the Lebanon front that has threatened the broader US-Iran deal. The framework sets a “sequenced process” in which the Lebanese army restores authority “pending the verified disarmament” of Hezbollah before Israel “progressively redeploys,” starting with a partial IDF pullback from two pilot zones handed to the Lebanese army, overseen by a new US-led Military Coordination Group for Lebanon plus a $100 million US humanitarian donation. But the concession is small — Israel keeps the original security zone and roughly a fifth of Lebanon “until Hezbollah disarms” — Netanyahu called it “a major blow to Iran,” and Hezbollah rejected it, with MP Fadlallah warning enforcement would mean “civil war.” Meanwhile Iran hardened its Strait of Hormuz demand (no safe passage “without coordination with Iran”) after Thursday’s ship strike, the UN kept its seafarer evacuation paused, and Israel struck near Nabatieh on Ashoura.

What is the Israel-Lebanon framework agreement signed on June 26?

It is a US-brokered framework signed June 26, 2026, by Israel, Lebanon and the United States at the State Department, described as a first step toward peace after months of Israel-Hezbollah fighting. Its core is a “sequenced process”: the Lebanese army is to restore “effective sovereign authority over all Lebanese territory, pending the verified disarmament of non-state armed groups” (Hezbollah), and only then will Israel “progressively redeploy.” It begins with a partial IDF pullback from two “pilot zones” — small areas Israel says it “does not need” — handed to the Lebanese army, overseen by a new US-led Military Coordination Group for Lebanon (MCG4L), with an immediate $100 million US humanitarian donation. Israel keeps the original security zone and about a fifth of Lebanon “until Hezbollah disarms.” The decisive weakness is that Hezbollah — whose disarmament is the trigger for everything else — rejects the deal outright, with an MP warning that enforcement would mean “civil war,” so the framework’s implementation is highly uncertain.

Does this mean the war in Lebanon is over?

No. The June 26, 2026 framework is a first diplomatic step, not an end to the fighting. Israel agreed only to a minimal, partial pullback from two pilot zones while keeping the original security zone and roughly a fifth of Lebanon, and its withdrawal is conditioned on the “verified disarmament” of Hezbollah — which Hezbollah flatly refuses, with a senior MP warning that trying to enforce disarmament would lead to “civil war.” Fighting continued the same day: Israel struck near Nabatieh on the holy day of Ashoura, and Doctors Without Borders said the city “resembles a death trap,” with 50 people killed in the province in recent days. More than 4,000 people in Lebanon have been killed since March and at least 37 Israeli soldiers. So while the framework creates a US-led mechanism (the MCG4L) and a path on paper, the war on the ground is not over, and whether the framework can be implemented at all depends on resolving the disarmament question that its hardest opponent rejects.

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