Trump Gaza plan: UN security council to vote on resolution to set up international stabilisation force – live

The UN Security Council has voted to pass a US-drafted resolution authorising an International Stabilisation Force (ISF) in Gaza as part of Donald Trump’s 20-point plan, with an eleventh-hour inclusion of a tentative reference to a future Palestinian state after pressure from Arab states. The two‑year ISF mandate would secure borders, protect civilians, open humanitarian corridors, oversee weapons decommissioning, train a reconstituted Palestinian police and enable reconstruction under a US‑chaired “Board of Peace,” while US military planning envisions dividing Gaza into a reconstruction “green zone” and a devastated “red zone” with foreign forces deploying alongside Israeli troops—arrangements that raise difficult questions about sovereignty, the scope of demilitarisation and the practical delivery of aid. Backing from many Arab and Muslim-majority states is critical to providing troops, training and funding, but Israeli domestic opposition, limits on which countries can contribute (Turkey vetoed, UAE and Jordan signalled reluctance) and a competing Russia–China text on statehood mean implementation and regional acceptance remain significant political risks for reconstruction and longer‑term stability.

Analysis

The UN Security Council has approved a US‑drafted resolution authorising a two‑year International Stabilisation Force (ISF) in Gaza as the second phase of Donald Trump’s 20‑point plan, and the text was amended at the eleventh hour to include a tentative reference to a future Palestinian state after pressure from Arab states. The resolution tasks the ISF with securing border areas, protecting civilians, facilitating humanitarian corridors, overseeing decommissioning of weapons, training a reconstituted Palestinian police force and enabling reconstruction under a US‑chaired "Board of Peace," while US military planning contemplates a "green zone" for reconstruction and a "red zone" left devastated.

Support from nine Arab and Muslim‑majority countries is cited as critical for providing troops, training and funding, but practical constraints are evident: UAE and Jordan have signalled reluctance to supply troops, Israel vetoed Turkey, and key Israeli ministers have publicly opposed any reference to statehood, creating a domestic political risk that could imperil implementation. Competing Russia–China language and remaining ambiguity about the scope and definition of demilitarisation mean the resolution legitimises a framework for aid and reconstruction but leaves major execution risks; near‑term market impact is therefore uncertain and contingent on concrete troop commitments, ISF deployment and clear withdrawal timetables for Israeli forces.

Key Decisions for Investors

• Monitor concrete ISF deployment timelines and formal troop pledges as primary catalysts for normalization and reconstruction-related contracting opportunities
• Reassess and limit concentrated exposure to assets most sensitive to Gaza/Israel instability until demilitarisation parameters and Israeli withdrawal conditions are clarified
• Watch statements and actions from key Arab contributors and from Israel’s government for signs of coalition strain or backing withdrawal that would increase political-risk premia in regional markets
• Consider selective exposure to firms that could provide reconstruction, logistics or security services only after contract awards are confirmed, and use hedges to protect positions while legal and operational details remain unresolved