Middle East
Syria after Assad; A look at the future and possible scenarios
The rapid fall of Bashar al-Assad’s government by the rebels and its opponents in less than two weeks surprised the region and all Middle East experts. Before the fall of Aleppo, few people imagined that Bashar Assad’s government would fall apart so soon and his opposition forces would take power. Despite the large presence of Iran and Russia, Assad felt minimal security and did not imagine that the foundations of his power would collapse so soon.
But if we look at his rule after 2011 and put the pieces of the puzzle together, the signs of the fall of his rule are evident since the beginning of the civil war.
During the 14 years of civil war and the conflict with ISIS, the Syrian army and the economy of this country were very worn out and they did not have the spirit to continue the war. On the other hand, there were numerous reports that the salaries of the Syrian forces were severely inadequate and sometimes their salaries were not paid on time.
The Syrian economy was torn apart due to the war and double international sanctions, and the living conditions of its citizens were not suitable either. One of the reasons why the people did not show resistance against the successive victories of the rebel forces and sometimes welcomed it was the way of Assad’s governance and the widespread corruption in his government.
On the other hand, the domino fall of the Syrian provinces, the loss of the narrative of the war, widespread corruption, the lack of spirit to continue the war and finally the escape of the president, have many similarities with the fall of Kabul and the Afghan government.
But what can be imagined about the upcoming scenarios?
Regarding the scenarios facing Syria, three futures or scenarios can be imagined. Since the fall of Syria is very similar to the fall of Afghanistan in 2021, and on the other hand, insurgent forces have been able to take over the government twice in Afghanistan, the example of Afghanistan can be used to better outline the future scenarios of Syria.
A.—Afghanistan after 2021
One of the scenarios is that the Syrian Hayat Tahrir al-Sham (HTS), with a history of being close to al-Qaeda and a limited period of contact with ISIS, will seize all power in Syria and establish a highly repressive and religious government, similar to the Taliban in Afghanistan.
This scenario seems probable due to the intellectual similarities between the writing staff of HTS and the Taliban. Just as the Taliban had a close relationship with al-Qaeda, Hayat Tahrir al-Sham was also initially part of the al-Qaeda network in Syria, which at that time was known as the Nusrat Front. The group was even considered part of ISIS at one point, until it publicly announced that it had severed ties with al-Qaeda and no longer wanted to pursue the cause of global jihad.
In fact, the reconstruction of the identity and brand of this group started from that point. They changed their name from Jabhat Nusrat to Hayat Tahrir al-Sham and tried to present a more moderate image. Their goal was to show the international community, especially Western countries, that they face no threat from this group.
This approach may help HTS to play a central role in the Syrian power structure in the near future, similar to the role the Taliban assumed in Afghanistan after 2021.
The possible scenarios
What makes this scenario possible and drives it forward is the history and ideology of the HTS. Ideologically, Hayat Tahrir al-Sham is not much different from al-Qaeda and ISIS. As mentioned earlier, this group is a joint product of ISIS and al-Qaeda.
The experience of governing this group in Idlib in recent years also strengthens this assumption. Numerous reports have been published about human rights violations under the rule of this group, which have raised serious concerns of many international observers.
These factors, along with the history of the close association of the HTS with extremist jihadi groups and their repressive behavior, increase the possibility that if this group comes to power, it will create a repressive and extremist government structure in Syria.
Blockers
Several factors can block the realization of this scenario or reduce its probability:
1- The presence of nationalist forces
The Syrian Liberation Army, as one of the main forces that played a role in overthrowing the Assad regime, can be a serious obstacle against the complete domination of the HTS. These forces have nationalist tendencies.
2- International supervision
Although international supervision has had limited effectiveness in recent years, it can still play a deterrent role. Interference and diplomatic and economic pressures from global and regional powers can challenge the process of gaining power of an extremist government.
3- Resistance of Syrian citizens
A large part of Syrian citizens does not have a good middle ground with absolute theocracy. This issue became evident during the presence of ISIS in the region, when many people directly or indirectly resisted the presence and ideology of this group. This public attitude can make the writing staff of Sham face a challenge in creating a government similar to the Taliban or ISIS.
These factors can change the balance of power in favor of more moderate forces and prevent the formation of an extremist government in Syria.
– Afghanistan in the 1980s: Civil war between the victorious forces
The presence of several forces that contributed to the fall of the Assad regime strengthens the hypothesis that the Syrian civil war is not over yet and may enter a new phase. It is likely that the battle for control of power will take place between the conquering forces this time.
This scenario has already been observed in Afghanistan in the 1980s. Jihadi forces that overthrew the government of Dr. Najibullah, after the victory, engaged in internal disputes and started a new war to seize power. These conflicts entered Afghanistan into a long period of instability and violence.
In Syria as well, the ideological diversity and political differences between the victorious forces could be the basis for a new civil war, this time between different groups to dominate the government and strategic areas.
The possible scenarios
Several factors can enhance this scenario and increase its probability of occurrence:
1- The presence of regional powers and their conflicting interests
– Turkey: Considering Turkey’s military presence and its policies towards the border areas, it seems that its role will be decisive in shaping the future of Syria.
– Iran and Russia: These two countries, which have invested a lot on the Assad regime and the political structure of Syria, are unlikely to give up their interests in this country easily.
– Qatar and Saudi Arabia: Arab countries, especially Qatar and Saudi Arabia, will try to play a role in the future of Syria, considering their ideological conflict and political interests.
2- Lack of ideological unity among the conquering groups
The diversity of thinking and deep ideological differences between the victorious forces, including the Syrian Democratic Army, the Syrian Democratic Army, and the Kurdish groups, can be the basis for new internal conflicts. The history of past conflicts between these groups, especially between the Kurds and the Syrian opposition, increases the possibility of a new civil war.
3- History of confrontation between victorious groups
Historical rivalries and current tensions between different forces, such as the Syrian Democratic Army and the Syrian Democratic Army, show that the lack of convergence between the conquering groups can lead to new conflicts. This situation, similar to the experience of Afghanistan in the 1980s, strengthens the possibility of conflict between the victorious forces.
These drivers show that the regional competition and lack of internal cohesion between the conquering groups can bring Syria into a new stage of civil war.
The possible scenarios
Several factors can prevent a new civil war between the conquering forces in Syria:
1- Abu Mohammad Jolani’s actions to create unity
The leader of the HTS, Abu Mohammad Jolani, has recently started efforts to forge an alliance between the conquering forces and prevent chaos in Syria. These measures can be a serious obstacle against the occurrence of internal conflicts between different groups and increase the possibility of cooperation and coordination between these forces.
2- Kurds’ readiness to cooperate
Kurdish forces have also announced that they are ready to cooperate with other groups. This process, if properly managed, can prevent the escalation of disputes and internal conflicts and help create a stable political structure.
3- The potential for a common political process
If these efforts for unity and cooperation between different groups go well, we can hope that instead of entering a new war, Syria will enter a stage of political and social reconstruction.
These deterrent factors indicate that, if managed intelligently, the repetition of the Afghanistan scenario of the 1980s in Syria can be avoided.
The last: General elections
The third scenario, which is known as the ideal scenario, is to move towards holding general and democratic elections. In Afghanistan, such a process never took place, and powerful groups, by seizing power, prevented the holding of real elections.
Currently, many Syrian citizens wish for elections to be held so that they can vote for the people of their choice and have a voice in political decisions.
However, implementing this option will not be easy, especially considering the current situation in Syria. Several challenges, including humanitarian crises, internal tensions and lack of cohesion between different groups can prevent this scenario from being realized.
Strong and effective international monitoring can be a driving factor for holding democratic elections. This monitoring can help provide the necessary conditions for holding a transparent and fair election and rebuild the trust of Syrian citizens in the political process.
If this scenario is realized, it can be considered as a turning point in the history of Syria and an opportunity to build a better future for this country. According to the mentioned scenarios, it is possible to form other scenarios and future developments will determine which direction Syria will go.
On the other hand, there are concerns that ISIS will take advantage of the resulting chaos and power vacuum. ISIS cells are still present in some areas of Syria, such as Deir ez-Zor and Al-Bukamal, and the possibility of the re-emergence of this group cannot be ruled out.
Another issue is the possibility of forming a new self-governing region in the Middle East. The existing power vacuum gives the Syrian Kurds the opportunity to form an independent region similar to the Iraqi Kurdistan Region. The Kurds currently rule the northern and northeastern parts of Syria, and they do not want to lose control of their areas in any way.
Turkey does not seem to support this scenario and has particular security concerns about the PKK’s military wing. For this reason, Turkey will probably be one of the barriers to this scenario because he currently considers itself the main winner in the Syrian arena.
Finally, the future of Syria will depend on the complex interactions between these factors and groups, and future developments can shape the future of this country.
Middle East
Iran to receive hundreds of Chinese shoulder-fired missiles within weeks, sources say
Iran is expected to receive its first shipment of 400 Chinese-made shoulder-fired air defense missile systems within weeks as it seeks to rebuild its air defenses amid an ongoing war with the US.
Three sources with knowledge of the agreement disclosed the information to Reuters.
Valued at between $60 million and $70 million, the purchase represents one of Tehran’s largest known efforts to bolster its short-range air defense capabilities since the outbreak of hostilities with the US and Israel.
According to the sources, the contract covers between 300 and 400 man-portable air defense systems, or MANPADS, including Chinese-made QW-12 and FN-16 missiles.
The deal was signed with Hong Kong-based Zhongqing Baoshang International Investment, which reportedly acted as an intermediary between the Iranian side and the Chinese supplier.
Iran’s Ministry of Foreign Affairs has not yet responded to a request for comment from Reuters regarding the information provided by the sources, who spoke on condition of anonymity due to the sensitivity of the matter.
China’s Ministry of Foreign Affairs issued the following statement:
“The relevant reports are completely baseless. China has consistently played a role in promoting peace and bringing an end to the conflict.”
Beijing-based Zhong Qing Bao Shang Group, the parent company of Zhongqing Baoshang International Investment, did not immediately respond to a request for comment sent on Tuesday.
Iran needs to rearm following months of conflict during which the US and Israel struck facilities tied to its missile, drone, and air defense programs. Tehran responded to those attacks with salvos of ballistic missiles and drones.
The fighting demonstrated the difficulty of defending static military and strategic installations against advanced fighter jets and precision-guided munitions.
Washington abruptly halted its two-week bombing campaign on Saturday. However, US President Donald Trump said attacks would resume if negotiations aimed at ending the five-month war—which has theoretically been under a ceasefire since April—fail.
The delivery of hundreds of MANPADS systems would significantly expand Iran’s inventory of short-range air defense weapons.
However, the sources cautioned that while the agreement has been signed, the delivery schedule, quantities, and other operational details remain subject to change.
Under the plan agreed upon by the parties, initial deliveries will be transported by air from the western Chinese city of Urumqi before being routed through Pakistan to Iran. The sources did not clarify whether transport following the transit through Pakistan would occur by air or land.
The Pakistani military’s public relations wing, ISPR, said in a statement:
“Allegations that Pakistan is playing a role in the supply of air defense weapons from China to Iran are completely fabricated and contrary to fact.”
Two Western intelligence sources and an Iranian official said Tehran is also exploring the option of using overland routes to transport Chinese-made military equipment and dual-use components more covertly, reducing the risk of shipments being intercepted.
The procurement process underscores how the Islamic Republic of Iran continues to rely on a combination of domestic arms production and foreign suppliers, despite years of sanctions and defense import restrictions.
Reuters previously reported, citing individuals familiar with the discussions, that Iran was close to concluding a separate deal to purchase anti-ship cruise missiles from China. Reuters was unable to confirm whether that agreement was finalized.
Middle East
Saudi crude exports from Yanbu plunge 40% as Yemeni strikes force reliance on costlier routes
Crude oil shipments from Saudi Arabia’s Yanbu Port on the Red Sea coast have dropped by 40% over the past few days.
According to data published on July 26 by maritime intelligence firm Vortexa, the Riyadh administration has begun utilizing the SUMED pipeline in Egypt and alternative transit routes in an effort to bypass the naval blockade declared by forces aligned with Sanaa.
The sharp decline in shipment volumes follows retaliatory operations and the enforcement of a maritime blockade against Saudi Arabia by the Yemeni Armed Forces, operating under the Ansarallah movement.
Riyadh has maintained military strikes and blockade measures against Yemen for nearly 12 years.
A Sunday report by maritime intelligence firm Windward, drawing on Vortexa data, noted that Saudi Arabia has established a new logistical framework to maintain its export flows. “Saudi Arabia has created an alternative export route functioning via the SUMED pipeline and the Cape of Good Hope,” the report stated. The agency reported that this shift has driven up transportation costs by approximately $9 per barrel.
The market analysis report provided the following assessment regarding the operational mechanics of the transition:
“Saudi crude shipments have not stopped; they have been split into two distinct routes. Tankers berthing at Yanbu Port are now operating with their AIS signals completely turned off. Vessels are concealing their locations to avoid inclusion on Ansarallah’s target list. Saudi Arabia has established an alternative export route operating via the SUMED pipeline and the Cape of Good Hope. Although this route increases costs and transit times, it demonstrates that the market is capable of adapting to changing conditions.”
Saudi Arabia previously activated a similar alternative route via Yanbu during the initial phase of the US-Israel war, following Iran’s first blockade measures directed at the Strait of Hormuz.
At the time of the Windward report’s release, satellite imagery published by SoarAtlas revealed the ongoing situation at Saudi Aramco’s Jizan Oil Refinery. Massive fires triggered by attacks carried out by the Yemeni Armed Forces were shown to be persisting at the $12 billion facility. Images captured on Saturday documented dense black smoke continuing to billow from a giant oil storage tank at the site.
The Yemeni Armed Forces publicly announced their latest military operations against Saudi Arabia on July 25. They stated that the strikes were executed in response to the Saudi-led coalition resuming aerial bombardments against the Yemeni port city of Hodeidah.
An official statement issued by the Yemeni military under the Ansarallah-led administration provided the following details:
“In response to this overt and criminal aggression, the Yemeni Armed Forces carried out two specialized military operations. In the first operation, sensitive Saudi Aramco facilities in Jizan were targeted with dozens of ballistic missiles and drones. In the second operation, sensitive Saudi Aramco facilities in Yanbu were struck using ballistic and cruise missiles alongside unmanned aerial vehicles.”
Spokespersons for the Yemeni military emphasized that the strikes were “precise” and “direct,” while residents in the city of Yanbu were reported to have heard explosions over the weekend. In the early hours of Saturday, Saudi airstrikes had targeted fuel storage facilities and telecommunications infrastructure in Hodeidah.
Mahdi al-Mashat, President of the Ansarallah Supreme Political Council, issued a warning to the Saudi Arabian leadership in a statement on July 27. “We say to the Saudi enemy that those offering you false hopes will be of no avail. Anything short of an end to the aggression and the complete lifting of the blockade is mere fantasy,” al-Mashat said.
In line with their naval blockade decision, the Yemeni Armed Forces have also targeted two Saudi oil tankers with missiles in recent days. The Sanaa administration officially initiated its maritime restrictions on July 20 under the stated principle of “a blockade for a blockade.”
This latest phase of heightened tension began in early July when Saudi Arabia launched an airstrike targeting Sanaa International Airport for the first time after a prolonged hiatus. Yemeni forces responded by striking Abha Airport in Saudi Arabia with missiles and drones. The attack marked the Yemeni military’s first direct retaliatory strike inside Saudi territory since 2021.
The Saudi-led coalition initially intervened in Yemen in 2015 after Ansarallah took control of the capital, Sanaa, and ousted the Riyadh-backed government. The United Arab Emirates joined as a principal coalition partner, while the UK, the US, and Israel provided logistical support.
During peace negotiations conducted between Saudi Arabia and Yemen in 2023, the parties came close to a final agreement before talks stalled. Nevertheless, those contacts effectively served to freeze large-scale combat operations for an extended period.
The air and sea blockade enforced by Saudi Arabia for over a decade has deepened the humanitarian crisis, particularly due to commercial flight restrictions imposed on Sanaa International Airport. These measures have prevented critically ill and injured civilians from traveling abroad for medical treatment, while the coalition’s military intervention has driven widespread famine and resulted in the deaths of hundreds of thousands of people. Prior to Riyadh’s latest airstrikes, Yemeni forces had been conducting a general mobilization aimed at expelling coalition elements from the country.
Middle East
Pentagon faces severe budget crunch as Middle East operational costs drain key military funds
The US Department of Defense is facing a severe budgetary shortfall driven by the escalation of the war with Iran, according to current and former American officials cited by The Washington Post.
Officials noted that funding for several critical areas could be completely exhausted in the coming weeks. Budgets allocated for this year’s operations of the Navy and Air Force, which have deployed warships and aviation assets to the Middle East, are projected to run out by the end of July.
To cover the funding deficit expected before the start of fiscal year 2027 on October 1, the Pentagon is internally redirecting its budgetary resources. Under this approach, military exercises and training sessions designed to maintain troop combat readiness are being scaled back or canceled. Additionally, funds originally allocated for the maintenance and repair of military equipment and facilities are being transferred to operational expenses.
In recent weeks, the Department of Defense requested permission from Congress to shift $4.3 billion—initially allocated for personnel training and weapons procurement—to cover emergency requirements. However, no decision has yet been made regarding this request.
The White House has also requested that Congress allocate $67 billion in emergency supplemental funding to cover military expenditures. Despite this, the House of Representatives plans to begin a one-month recess on Thursday, which will delay any decision on the funding for at least several weeks.
“Everyone needs to look at this situation and shake off the complacency,” said Representative Pat Harrigan, a Republican from North Carolina, commenting on the development.
Pentagon Spokesperson Sean Parnell emphasized the critical importance of defense funding, stating that Defense Secretary Pete Hegseth will do everything necessary to maintain the combat readiness of the armed forces.
Secretary Hegseth and the Chairman of the Joint Chiefs of Staff, General Dan Caine, are scheduled to present the justification for the funding allocation at an upcoming hearing before the Senate Appropriations Committee. Russell Vought, the Director of the White House Office of Management and Budget, is also among those scheduled to testify before the committee.
Vought stated last month that the cost of the war had reached approximately $30 billion. However, this White House calculation did not include the cost of rebuilding and repairing US bases damaged as a result of Iranian attacks in the Middle East.
Current and former officials warn that if Congress fails to act, military leadership will soon be forced to make even deeper compromises.
In closed-door discussions, Pentagon officials are expressing more profound anxieties. They emphasize that supplemental funding is urgently required to replenish munitions stockpiles, which are vital for deterring adversaries such as Russia and China.
The US defense budget for this year stands at approximately $1 trillion. This figure includes $150 billion in one-time funding approved by Congress last year for various priority goals, ranging from designing advanced weapons systems to stimulating the domestic defense industry. Meanwhile, the Donald Trump administration has requested a $1.5 trillion defense budget for 2027.
Internal Pentagon assessments indicate that when accounting for base repairs, the replacement of destroyed aircraft, and the replenishment of munitions stockpiles, the total cost of the Iran war could rise to between $80 billion and $100 billion, according to reporting by NBC. Sources state that the repair costs for US military facilities in Bahrain alone could reach $1 billion.
Senators are expected to question Hegseth on the collapse of the ceasefire, rising war costs, and the American service members who lost their lives in Jordan, Bloomberg reported.
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