Israel-Lebanon Truce: The Trump administration says Israel and Lebanon have agreed to implement a ceasefire, with Hezbollah required to stop firing and withdraw from southern areas near the border, plus “pilot zones” under Lebanese army control—though Lebanon reports Israeli strikes soon after the announcement, keeping the deal fragile. Gulf Shock to Trade: Kuwait says Iranian drones damaged its main airport terminal, killing at least one and injuring dozens, while flights were suspended then resumed; the flare-up adds pressure to already tense regional logistics and raises oil risk. US-Iran Talks Under Strain: Iran’s foreign minister says there’s “no tangible progress” in US talks even as Trump claims a deal could come “over the weekend,” with the Strait of Hormuz reopening still a key condition. US Politics, War Powers: The US House approved a war powers resolution to halt military action against Iran, a political rebuke of Trump that could complicate any rapid escalation or deal-making. Lebanon Industry Angle: With ceasefire uncertainty and energy volatility, Lebanon’s cross-border security and supply-chain planning remains highly exposed, from transport routes to construction and services that depend on stable regional conditions. Defense Finance Spillover: Reports say Israel’s IAI and Rafael withheld government dividends to cover Defense Ministry debt—another sign of how prolonged conflict is reshaping defense-sector cash flows.