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.