We have entered the endgame in Syria. That doesn't mean that we have reached the end by any means, but it does mean that the precondition has been met for the fall of the regime of Syrian President Bashar al Assad. We have argued that so long as the military and security apparatus remain intact and effective, the regime could endure. Although they continue to function, neither appears intact any longer; their control of key areas such as Damascus and Aleppo is in doubt, and the reliability of their personnel, given defections, is no longer certain. We had thought that there was a reasonable chance of the al Assad regime surviving completely. That is no longer the case. At a certain point -- in our view, after the defection of a Syrian pilot June 21 and then the defection of the Tlass clan -- key members of the regime began to recalculate the probability of survival and their interests. The regime has not unraveled, but it is unraveling.
The speculation over al Assad's whereabouts and heavy fighting in Damascus is simply part of the regime's problems. Rumors, whether true or not, create uncertainty that the regime cannot afford right now. The outcome is unclear. On the one hand, a new regime might emerge that could exercise control. On the other hand, Syria could collapse into a Lebanon situation in which it disintegrates into regions held by various factions, with no effective central government.
From the American point of view, al Assad's decline opens two opportunities. First, its policy of no direct military intervention but unremitting political and, to a lesser extent, economic pressure appears to be working in this instance. More precisely, even if it had no effect, it will appear that it did, which will enhance the ability of the United States to influence events in other countries without actually having to intervene.
Second, the current situation opens the door for a genuine balance of power in the region that does not require constant American intervention. One of the consequences of the events in Syria is that Turkey has had to reconsider its policy toward countries on its periphery. In the case of Iraq, Turkey has an interest in suppressing the Kurdistan Workers' Party militants who have taken refuge there and defending oil and other economic interests. Turkey's strategy is moving from avoiding all confrontations to avoiding major military commitments while pursuing its political interests. In the end, that means that Turkey will begin moving into a position of balancing Iran for its own interests in Iraq.
This relieves the United States of the burden of containing Iran. We continue to regard the Iranian sphere of influence as a greater threat to American and regional interests than Iran's nuclear program. The decline of al Assad solves the major problem. It also increases the sense of vulnerability in Iran. Depending on how close they are to creating a deliverable nuclear weapon -- and our view is that they are not close -- the Iranians may feel it necessary to moderate their position.
A major loser in this is Israel. Israel had maintained a clear understanding with the al Assad regime. If the al Assad regime restrained Hezbollah, Israel would have no objection to al Assad's dominating Lebanon. That agreement has frayed since the United States pushed al Assad's influence out of Lebanon in 2006.
Nevertheless, the Israelis preferred al Assad to the Sunnis -- until it appeared that the Iranians would dominate Syria. But the possibility of either an Islamist regime in Damascus or, more likely, Lebanese-style instability cannot please the Israelis. They are already experiencing jihadist threats in Sinai. The idea of having similar problems in Syria, where the other side of the border is the Galilee rather than the Negev, must make them nervous.
But perhaps the most important losers will be Russia and China. Russia, like Iran, has suffered a significant setback in its foreign policy that will have psychological consequences.
Read more: Consequences of the Fall of the Syrian Regime | Stratfo