Israeli officials have repeatedly stated that any further withdrawal from southern Lebanon depends on verifiable Hezbollah disarmament and Lebanese Armed Forces deployment under the June 2026 U.S.-brokered framework agreement, rather than fixed timelines. Recent U.S.-mediated military talks in Florida reviewed pilot zones and implementation, yet Israeli leaders including Prime Minister Netanyahu have signaled intent to maintain a security zone pending full compliance. Israeli forces continue fortifying positions ahead of winter, while the UNIFIL mandate expires December 31, 2026, raising questions about post-mandate monitoring. These developments, alongside reports of Hezbollah rearming and stalled progress on the conditions-based process, shape trader assessments of near-term withdrawal feasibility.
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