A general view shows the Lebanese capital Beirut during the ceasefire agreement between Israel and Hezbollah, in Beirut, Lebanon, January 1, 2025. REUTERS/Amr Abdallah Dalsh

As the formal ceasefire between the IDF and Hezbollah, announced on November 27, 2024, expires, there are many questions about the next steps in southern Lebanon. The Lebanese army is delaying its mission to take control of the area south of the Litani River, and Israel has made clear that it will not withdraw its forces from southern Lebanon as long as Hezbollah outposts remain in the area. There is therefore a chance that both parties will agree to an extension of the ceasefire period beyond 60 days.

Lack of motivation to resume hostilities

It appears, at least superficially, that Hezbollah’s current motivation to resume hostilities against Israel is low. The organization has been undergoing a process of self-examination in light of its defeat in the campaign it initiated against Israel on October 8, 2023, as an act of solidarity with Hamas’ barbaric “Al-Aqsa Flood” attack of the day before.

The Shiite organization is trying to broadcast an image of a glorious victory, but with its mythical leader Hassan Nasrallah eliminated by Israel along with the lion’s share of the organization’s command and about 2,500 of its field operatives killed as well, the boasting about the great defeat of the “Zionist enemy” rings hollow. It is a facade constructed for domestic purposes and nothing more.

Internalizing the dramatic extent of the damage to Hezbollah

Hezbollah acknowledges that the vast arsenal of weapons it had amassed, both defensive and offensive, has been substantially eroded by Israel. This includes substantial damage to the order of battle and the array of medium- and long-range ballistic missiles that had been cultivated and maintained by Iran’s Revolutionary Guards, both as a means of deterrence and as an Iranian front line for maintaining a “second strike” capability against Israel.

Prior to the decimation of Hezbollah’s arsenal, the extraordinary Israeli intelligence operation of September 17, 2024, involving the simultaneous explosion of thousands of pagers used by members of Hezbollah’s headquarters and field ranks was the beginning of the undermining of its status as the main military entity in Lebanon.

The collapse of the Shiite “axis of evil”

The most severe of the many blows Hezbollah suffered was the fall of Bashar al-Assad in December 2024. For many years, the Syrian regime played a central role in preserving the Shiite “axis of evil” in both logistical and ideological terms, with the goal of maintaining Hezbollah as an active arm against Israel. No less than this, the dramatic damage Israel inflicted on Iran in the reciprocal attack aimed at its air defense systems, along with the paralysis of additional strategic facilities on October 26, 2024, dramatically accelerated the undermining of Tehran’s grip and regional aspirations, particularly in Lebanon.

Lebanese sources have noted that President Assad’s relations with Hezbollah and even with the Iranians had cooled even before October 7, 2023. Assad was interested in reducing the Iranians’ scope of action in Syrian territory, as well as in limiting Hezbollah’s activity in his country. It is possible that the clock had already begun to tick toward the disintegration of the “axis of evil.” The possibility cannot be ruled out that covert Israeli contact with Assad through an internet communication channel, the existence of which was recently made public, was a factor in accelerating the unraveling of the Shiite axis.

Hezbollah searches its soul

What is Hezbollah’s leadership pondering at this difficult time? They’re not thinking about establishing a commission of inquiry, of course. First and foremost, Hezbollah has to analyze why the war had such disastrous results from its perspective. It will have to consider the security breaches that allowed Israel to penetrate its frameworks so deeply and redesign its strategic approach to continuing the conflict with Israel. This will require tackling dilemmas concerning both the rebuilding of the military force and the training of new fighters. The group will also have to formulate a plan to rebuild the civilian environment in southern Lebanon, where there is a traditional Shiite majority.

The search for a way forward

Hezbollah’s top brass cannot ignore growing voices within the organization advocating a new approach that stresses the movement’s Lebanese identity. If adopted, such an approach could mean a reduction of the organization’s traditional dependence on Iran and more practical and substantial integration into domestic Lebanese politics.

There is no doubt that the election of Joseph Aoun as president, after a prolonged governmental vacuum, and the placement of Nawaf Salam as a leading candidate for prime minister intensify the constraints on Hezbollah’s path in Lebanon. They also constitute a ringing slap in the face for Iran.

A time of opportunity for the moderate Sunni axis

Iran’s current weakness in the Middle East region lays the foundation for the promotion of a pragmatic Sunni axis led by Saudi Arabia, with Lebanon potentially the first test case of that geostrategic change.

Although it is too early to eulogize Hezbollah as an influential sub-state organization in Lebanon, it seems that President-elect Aoun’s ambitions to implement “one army for one state” and, by implication, disarming Hezbollah with international support give strong signals about the group’s future. It can be cautiously estimated that it will never again be what it once was.

Constraints on Hezbollah

The Western powers’ involvement, particular the leading role of the United States in shaping the face of a renewed Lebanon, will likely serve as a barrier to Hezbollah’s radical wing, which has not abandoned its aspiration of reestablishing its military power as well as Iranian influence in Lebanon.

Still, for the time being, it is unlikely that Hezbollah will renew fire on Israel. This is undoubtedly a manifestation of the remarkable blow the IDF struck against Hezbollah, which until recently was considered the most powerful terrorist army in the world.

Dr. Raphael Buchnik-Chen is a retired colonel and author of the books Diplomat and Secret Man and The Intelligence Failure and the Yom Kippur Surprise. A version of this article was originally published by The BESA Center.