US stock indexes surged at the opening bell following the Pakistan-brokered two-week ceasefire announced the previous night. The anticipated pause in US-Iran hostilities and the expected reopening of the Strait of Hormuz — closed since February 28 — drove a global relief rally. Oil prices fell sharply; Brent crude dropped over 14%, settling near $95 per barrel after falling as low as $90.40 during the session. The BSE Sensex had already surged 2,600 points overnight. The rally reflected the market's reading that the energy supply shock — the largest since the 1970s oil crisis — was easing.
Hours after the US-Iran ceasefire took effect, the Israeli Air Force launched Operation Eternal Darkness — its single largest assault on Lebanon since the war began. 50 fighter jets dropped approximately 160 munitions on 100 targets in 10 minutes. Strikes hit central Beirut's Corniche al-Mazraa, Khandaq al-Ghamiq, Salim Salam and Basta neighbourhoods without warning during rush hour, along with southern Beirut (Dahiyeh), the port city of Sidon, the eastern Beqaa Valley, and the southern city of Tyre. An Israeli airstrike struck a cemetery in Shmestar, Beqaa Valley during a funeral, killing at least 10 mourners. Three girls were killed in Adloun, south of Sidon. An Israeli airstrike hit an ambulance near Tyre. Doctors Without Borders reported its health care staff were injured by Israeli forces at Hiram Hospital, Tyre, with the hospital sustaining extensive damage. The IDF stated it targeted Hezbollah Radwan Force headquarters, intelligence centres, missile infrastructure and aerial and naval facilities. Israel said the operation was planned weeks in advance and would have proceeded regardless of the Iran ceasefire. Defence Minister Israel Katz called it the largest blow to Hezbollah since the 2024 pager explosions. Hezbollah notably held its fire for most of the day; late in the afternoon it fired one rocket into Galilee which struck an open area without casualties. The American University of Beirut Medical Center issued an urgent blood donation appeal as hospitals were flooded with casualties.
President Trump met with NATO Secretary-General Mark Rutte to address persistent tensions over the alliance's response to the Iran war. Trump had repeatedly criticised European NATO members for refusing to militarily intervene to help reopen the Strait of Hormuz during the Iranian maritime blockade, and had previously suggested the US might reconsider its NATO commitments. The meeting was aimed at smoothing over those tensions in the context of the new ceasefire. JD Vance separately stated in Budapest that he believed Iran's leadership had a "legitimate misunderstanding" about whether Lebanon was included in the ceasefire, and that Israel had agreed to "check itself a little bit" going forward — a characterisation immediately contradicted by the scale of Operation Eternal Darkness.
Iranian state media announced the immediate re-closure of the Strait of Hormuz in direct response to Israel's Operation Eternal Darkness bombardment of Lebanon. Maritime tracking data confirmed an oil tanker was turned away from the strait within hours. The IRGC released a mine map to guide ships around hazards — a signal that Iranian naval forces were re-assuming control of the waterway. Iran's Parliament Speaker Ghalibaf stated that it was "unreasonable" to proceed with Islamabad peace talks under these conditions. Iranian state media cited multiple Israeli ceasefire violations: Operation Eternal Darkness in Lebanon, an Israeli strike on the Lavan Island oil refinery in Iran (which Israel denied), and continued Gulf state attacks attributed to the coalition. Kuwait reported 28 Iranian drone strikes causing damage to power and water desalination plants; the UAE reported 35 Iranian drone attacks with fires started at the Habshan gas complex. Saudi Arabia intercepted nine drones targeting its pipeline infrastructure. Qatar confirmed interception of seven missiles and drones.
Vice President Vance warned Iran not to let the ceasefire "fall apart" over Lebanon, reiterating that Lebanon was never part of the US-Iran truce. White House Press Secretary Karoline Leavitt called Iran's re-closure of Hormuz "completely unacceptable" and repeated Trump's "expectation and demand" that the strait be reopened immediately. On the uranium question, Trump posted on Truth Social that "there will be no enrichment of Uranium, and the United States will, working with Iran, dig up and remove all of the deeply buried Nuclear 'Dust'" — asserting Iran had agreed to hand over its enriched uranium stockpile. However, Iran did not publicly confirm this. A Farsi-language version of Iran's 10-point ceasefire proposal circulating in Iran included a clause explicitly protecting Iran's right to continue uranium enrichment — a clause absent from the English-language version shared with journalists. Trump responded with a second Truth Social post accusing "Fraudsters, Charlatans, and WORSE" of publishing fake agreement terms, insisting only the US-approved points were valid and would be discussed "behind closed doors." Leavitt separately said Iran's original 10-point plan was "fundamentally unserious and completely discarded" but that a new 15-point Iranian plan presented on April 7 could "align with" US proposals. Pentagon chief Hegseth declared the US had achieved a "capital V military victory." Joint Chiefs Chairman Gen. Dan Caine defined the ceasefire explicitly as a "pause," saying "We are prepared to restart in a moment's notice."
Israeli Prime Minister Benjamin Netanyahu delivered a televised address defending Israel's decision to continue strikes in Lebanon despite the US-Iran ceasefire. "Let me be clear: we still have objectives to complete, and we will achieve them — either through agreement or through renewed fighting," Netanyahu said. "We are prepared to return to combat at any moment required. Our finger remains on the trigger. This is not the end of the campaign, but a step along the way to achieving all our objectives." Netanyahu characterised Iran as entering the ceasefire "battered and weaker than ever," claiming Israel had destroyed Iran's navy, missile bases, military aircraft and command centres, and had eliminated senior regime officials. He added that all of Iran's enriched uranium would be removed — "either through agreement, or by renewed fighting." Separately, a senior Israeli official told reporters, speaking on condition of anonymity, that the US had given Israel assurances it would insist on enriched uranium removal, an end to further enrichment, and "the elimination of the ballistic missile threat" during Islamabad talks. Opposition leader Yair Lapid condemned Netanyahu for what he called Israel's worst-ever "diplomatic disaster," saying the strategic damage would take years to correct. Netanyahu had reportedly urged Trump not to agree to the ceasefire at all, arguing that pausing the campaign carried serious nuclear risks.
The two-week ceasefire entered Day 1 already structurally compromised. The Lebanon question — whether the truce covers Hezbollah — was never resolved between the parties before announcement, creating an immediate fracture. Israel's interpretation (Lebanon excluded) and Pakistan/Iran's interpretation (Lebanon included) are irreconcilable without US arbitration that Trump has so far declined to provide. The uranium concession dispute adds a second layer of instability: if Iran publicly backtracks on enrichment, domestic hardliners will pressure the Supreme National Security Council to abandon the deal entirely. The Islamabad talks on Friday April 10 (led by Vance for the US) are the only pressure valve. If they collapse or produce no framework, the ceasefire is unlikely to survive the week. The USS Boxer amphibious group — carrying the 11th MEU — was due to arrive in theater during the second week of April, maintaining US ground operation optionality throughout the diplomatic window.