The recent visit by U.S. Senators Jeanne Shaheen and Lindsey Graham to Lebanon’s Presidential Palace together with Presidential envoys Tom Barrack and Morgan Ortagus and Congressman Jim Wilson has stirred cautious optimism and deep skepticism in equal measure. Their proposal—an ambitious framework involving potentially a Mutual Defense Agreement, reconstruction and economic revitalization in the South, banking reform, and reintegration of paramilitary actors—hinges on one condition: the disarmament of Hezbollah, even before Israel vacates its remaining positions in southern Lebanon.
This is not just a diplomatic overture. It’s a tectonic shift in how Lebanon might reimagine its sovereignty, security, and regional role. But is it a genuine lifeline or a geopolitical trap?
The American Perspective: Strategic Leverage in the Levant
From Washington’s vantage point, Lebanon represents a critical node in the Levant—a region where U.S. influence has waned amid rising Russian and Iranian assertiveness. A foothold in Lebanon would offer the U.S. a strategic counterbalance to Tehran’s proxy network and a stabilizing presence near Syria and Israel.
The Mutual Defense Agreement would formalize U.S. military support for the Lebanese Armed Forces, potentially deterring external aggression and internal fragmentation. Economic investment, particularly in the underdeveloped South, would serve dual purposes: reducing Hezbollah’s grassroots appeal and showcasing American soft power.
But the linchpin is disarmament. For the U.S., Hezbollah’s military wing is not just a domestic Lebanese issue—it’s a regional threat. Washington wants to see the Lebanese state reclaim its monopoly over arms and decisions of war and peace, a principle enshrined in the Ta’if Agreement but never fully realized.
The Lebanese Perspective: Sovereignty, Skepticism, and Survival
Lebanon’s skepticism is not unfounded. The U.S. has long been perceived as a partisan actor in the region, with unwavering support for Israel—even during periods of aggression against Lebanese territory. Asking Lebanon to disarm Hezbollah before Israel withdraws from disputed areas like the five points feels, to many, like putting the cart before the horse.
Moreover, Hezbollah is not merely a militia. It is a political party, a social welfare provider, and—rightly or wrongly—a symbol of resistance. Disarming it without a comprehensive national consensus risks civil unrest and political fragmentation.
Yet Lebanon is at a breaking point. The banking crisis has hollowed out the middle class. Youth unemployment is soaring. Infrastructure is crumbling. The Lebanese Army, though respected, is underfunded and overstretched. In this context, the U.S. proposal—if genuine and enforceable—could be a lifeline.
Negotiating the Grand Deal: A Path Forward
Lebanon must approach this proposal not as a passive recipient but as a sovereign negotiator. Here’s how:
1. Sequence, Not Surrender
Lebanon should insist on a phased approach. Disarmament of Hezbollah must be contingent on:
- A formal Israeli withdrawal from all occupied Lebanese territories
- A binding U.S. commitment to the Mutual Defense Agreement, ratified by Congress
- A UN-backed verification mechanism to ensure compliance on all sides
This sequence respects Lebanese sovereignty and avoids unilateral concessions.
2. Economic Guarantees
The proposed economic zone in the South must be more than a promise. Lebanon should demand:
- A multi-year investment plan with benchmarks and oversight
- Inclusion of Lebanese diaspora investors and regional partners
- Job creation programs targeting former paramilitary members, with vocational training and psychological support
3. Security Reform
The Lebanese Army must be empowered as the sole legitimate military force. This requires:
- Expanded U.S. military aid, including equipment, training, and intelligence sharing
- A national dialogue on integrating Hezbollah’s non-military assets into civil society
- Legal reforms to ensure transparency and accountability in defense spending
4. Diplomatic Balancing
Lebanon must maintain its delicate equilibrium. While engaging the U.S., it should also:
- Reaffirm its commitment to Arab League principles
- Engage with European and regional actors to diversify support
- Avoid becoming a pawn to regional or global rivalries
From Proxy to Partner: Lebanon’s Bid for Strategic Autonomy
Ultimately, the question is not whether Lebanon should trust the U.S. blindly. It is whether Lebanon can leverage this moment to reclaim its agency. A Lebanon where the state—not factions—controls arms. A Lebanon where economic opportunity replaces archaic loyalties. A Lebanon that is not defined by its past wars but by its future peace. This grand bargain, if negotiated wisely, could be the beginning of such a transformation. But it must be rooted in mutual respect, verifiable commitments, and a clear-eyed understanding of the risks.
Lebanon stands at a historic inflection point—not merely between war and peace, but between paralysis and possibility. The U.S. proposal, if real and reciprocal, offers Lebanon a rare chance to rewrite its strategic narrative: from a fractured state defined by proxy conflicts to a sovereign actor shaping its own destiny. But this transformation cannot be coerced—it must be earned through principled negotiation, ironclad guarantees, and a phased roadmap that respects Lebanon’s dignity and complexity. If the United States truly seeks a foothold in the Levant, it must first prove it can be a partner in Lebanon’s rebirth—not just its containment. And if Lebanon dares to seize this moment, it must do so not with blind trust, but with bold vision. The world is watching. So are the Lebanese. Let the next chapter be written by patriotic statesmen, who have vision and resolve, not by ghosts of old wars.