Syria
Push for Foreign Action Faces Resistance
The civil war in Syria appears to have at least temporarily reached a point of stalemate, with neither rebel forces nor the military and allied militias capable of making a decisive push for territory that could potentially turn the tide in favor of one side or the other. The most likely scenario for the next six months is the consolidation of the status quo, with the rebels maintaining a strong presence in rural areas of Syria’s north and east, including parts of the border with Turkey. Reports of oil deals between the rebels and government officials in the Deir Ezzor area suggest that both sides have concluded that it could be some time yet before the battle lines shift again.
All of that assumes that the international community remains on the sidelines. However, recent reports that the government used chemical weapons against civilians are a potential game-changing development, given US President Barack Obama’s assertion that the use of non-conventional weapons was a “red line” that, if crossed, would necessitate a response.
US Secretary of State John Kerry and French Prime Minister Jean-Marc Ayrault have beat the drum for a military response, but international opinion is divided. Various sources have raised doubts as to responsibility for a Sarin gas attack in the Damascus suburbs that resulted in nearly 1,500 deaths, and British lawmakers have rejected the UK’s participation in any military action against the Syrian government.
For his part, Obama has called for a congressional vote on authorization to use military force. It is unclear whether approval will be granted, and while Obama has suggested that he reserves the right to act in accordance with US interests, regardless of the outcome of a congressional vote, the administration is unlikely to proceed with air strikes if authorization is explicitly denied. That said, if Obama wins authorization, he will no longer have an avenue for making a politically graceful retreat from his hawkish position, and the likelihood of some form of military action against Syria will increase significantly.
In any case, it seems doubtful that the narrow scope of action that the Obama administration is contemplating would have much of an effect on the situation on the ground. Leaks about the government’s military plans (which are not necessarily reliable) suggest that the US is preparing to carry out air strikes aimed at destroying Syria’s chemical weapons delivery capability. How that would accomplish the stated goal of “punishing” Assad’s regime for using chemical weapons, with the aim of discouraging the Syrian military from using them in the future, is far from clear.
Indeed, the US and European governments seem reluctant to take action that might tip the battlefield advantage decisively in the rebels’ favor, which is understandable, given the prominence of jihadist elements among the anti-government forces. It is all but certain that the NATO countries will step up assistance if the pro-government forces appear headed for a victory, but broad-based NATO support for direct military intervention is unlikely as long as a military strategy lacks clearly defined objectives.
Forecast Summary
SUMMARY OF 18-MONTH FORECAST | ||||
REGIMES & PROBABILITIES | *Military-Civilian 45% | Democratic Transition 30% | Assad 25% |
|
RISK FACTORS | CURRENT | |||
Turmoil | Very High | Same | SLIGHTLY LESS | MORE |
Investment | ||||
Equity | Moderate | SLIGHTLY MORE | Same | Same |
Operations | Very High | Same | Same | MORE |
Taxation | Moderate | Same | SLIGHTLY MORE | Same |
Repatriation | Moderate | MORE | SLIGHTLY MORE | MUCH MORE |
Exchange | Moderate | MORE | SLIGHTLY MORE | MUCH MORE |
Trade | ||||
Tariffs | Moderate | Same | Same | Same |
Other Barriers | Very High | SLIGHTLY LESS | Same | MORE |
Payment Delays | High | MORE | SLIGHTLY MORE | MUCH MORE |
Economic Policy | ||||
Expansion | Very High | Same | Same | MORE |
Labor Costs | Moderate | Same | Same | SLIGHTLY MORE |
Foreign Debt | Low | MORE | MORE | MUCH MORE |
SUMMARY OF FIVE-YEAR FORECAST | ||||
REGIMES & PROBABILITIES | *Military-Civilian 45% | Reformist Coalition 40% | Military 15% |
|
RISK FACTORS | BASE | |||
Turmoil | High | Same | LESS | Same |
Restrictions | ||||
Investment | High | SLIGHTLY LESS | LESS | Same |
Trade | Moderate | Same | SLIGHTLY LESS | SLIGHTLY MORE |
Economic Problems | ||||
Domestic | Very High | Same | LESS | SLIGHTLY MORE |
International | High | SLIGHTLY MORE | Same | MORE |
* When present, indicates forecast of a new regime |
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