Juan Cole:

The regime seems to think that the protests are occurring because the alleged losers are stirring them up. In fact, the crowds are way out ahead of the leaders. The things you hear about how Khamenei plans to deal with this crisis are so far not very promising. Ultimately, I think a compromise is being demanded of him, like a complete ballot recount or a new presidential election, that he cannot grant without so weakening his authority that he may lose it anyway. In such a game, he may think he has a better chance maintaining the regime by offering limited concessions coupled with a crack down on the stubborn. He may or may not be right about that.

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