April 23, 2015 § 1 Comment
With the Turkish parliamentary election a little more than six weeks away – and being cognizant of the fact that I’ve been ignoring the Ottomans side of the blog in recent months – today’s guest post comes to you from Selim Koru, who is a research fellow at the Economic Policy Research Foundation of Turkey (TEPAV) in Ankara. He focuses on Turkish foreign policy in the Middle East and Central Asia, and his post delves into some of the policy changes the CHP has made in an effort to be more electorally competitive and cut into the AKP’s vote share in June. You can follow him on Twitter @SelimKoru
It is tempting to write the CHP campaign’s obituary before the June 7 elections. Turkey’s main opposition party has racked up one spectacular loss after another in the past two decades. It has been clinging to a bankrupt ideology, was consumed by internal squabbling, and blinded by a stubborn sense of entitlement that comes from being Turkey’s founding party. It survived on its core of ideological supporters, who are concentrated in big cities and the Western coast. In the absence of a viable opposition, the AK Party dominated the scene.
It appears however, that the CHP is now squinting into the light of electoral politics. Party leader Kemal Kılıçdaroğlu introduced his platform last weekend, and to the country’s surprise, his more than 70-minute speech was not focused on the threat of creeping Islamization, or corruption under AK Party rule. He talked mostly about economic policy. His party seems to have come up with an overall economic plan, then dissected its electorate into groups and targeted each one in offering some reasons to vote for the party. Retired people get holiday bonuses, young people get their credit card interests lowered, farmers get lower fuel prices, newlyweds get lower housing prices and family insurance (delivered to women’s bank accounts) and so on. In other words, planners and strategists at the CHP seem to have done something resembling their actual jobs. They have tried to go beyond their core of 20-25 percent of the electorate, and to convince the middle to vote for them. And they haven’t done that through ideological tricks, like posing for photos with headscarved women, but with actual policy proposals.
Of course this brings problems with it. The Minister of Finance joked the next day that if the CHP showed him how they were going to pay for their promises without exploding the budget, he would vote for them. His point was well received. Turkish politics has a history of big promises, and people haven’t forgotten. In 1991, Tansu Ciller promised every farmer a tractor; the Islamist Necmettin Erbakan was going to abolish interest rates across the board; Süleyman Demirel said everyone would have “three keys” – to a home, a car, and a workplace – and once, that he would give “five liras more than whatever anyone else is giving.” That is why Kılıçdaroğlu’s election promises summoned the specter of the 1990s, a time of dysfunctional coalitions governments and debts to the IMF, remembered today as imperialist overlords. The AK Party press of course, has lost no time to accuse Kılıçdaroğlu of “exhuming old Turkey.”
That means that Kılıçdaroğlu treads a narrow path. He needs to grab people’s attention with ambitious promises, but remain credible. So far, things have been a little shaky. CHP spokesmen have said that the money for their election promises was there, but that the AK Party’s corruption kept it off the books. Kılıçdaroğlu himself has tried to reassure people by reminding them of his past as a star bureaucrat at the Ministry of Finance, where he managed the social security budget. He has been uncharacteristically confident on fiscal matters, recently responding to the Finance Minister’s comments by saying that “he doesn’t know how taxes are collected, I do.” He will have to stay on the offensive in the run-up to June 7.
The party leader is getting help from an eclectic team. He has chosen an unusual number of new parliamentary candidates, which should enliven the party’s base. The CHP leadership has also been fed polls and ideas by the Benenson Strategy Group, an American firm that has worked for Obama and is said to be working with the 2016 Clinton campaign. The real firepower however, comes from Ali Taran, whose advertising firm is known for its role in the rise of the “Genç Party” (Youth Party), which was founded right before its first and last elections in 2002. The party is infamous for having raised its vote from zero to 7.25 by making promises like free textbooks, or fixing the price of diesel gas to one lira. The CHP should not abandon responsibility, but it could well benefit from that kind of skill to liven up its base.
In the end, however, the CHP will have to pick off disillusioned AK Party voters if it wants to improve on its recent underwhelming performance, which should be possible in this election. Polls place the AK Party vote around the low 40th percentile, which is lower than usual. The party has lost much appeal in the past year, as even senior members have been chafing under President Erdoğan’s domineering presence. On the other hand, the AK Party continues to have by far the best grassroots organization and a superb communication strategy. Erdoğan has developed a grand narrative of Turkey as a rising regional power, which makes him impervious to external shocks. A slowing economy can be chalked up to the “interest lobby” and corruption allegations are mere “tricks of the parallel state.”
Kılıçdaroğlu will have to pierce that fog of inevitability and convince people that his party is a viable alternative. Given recent history, nobody should expect miracles. If his team stays focused, they might manage to move their vote a bit closer to 30 percent. Depending on how the CHP and other opposition parties perform, we might be looking at a coalition government come June. That could freshen up government, or it could bring back the paralysis of the 1990s. Whatever happens, a little political competition after a long rut is welcome.
April 21, 2015 § 2 Comments
Now that the Israeli elections are in the rearview mirror – although coalition negotiations are still ongoing – it is time to assess the damage to the U.S.-Israel relationship and figure out how to avoid clashes going forward such as those that have marred the past few years. There is no doubt that the relationship is at a low point politically, perhaps even historically low. But it is also the case that it will certainly recover and that we are not seeing the beginning of the end, but are rather going through the sort of blip that happened under Ford in 1975, Reagan in 1981, Bush in 1990, etc. The relationship between Barack Obama and Benjamin Netanyahu is the worst between any two presidents and prime ministers, and there is also wide distrust and dislike of ministers such as Bogie Ya’alon and Naftali Bennett in the White House with a corresponding disdain for people like John Kerry and Susan Rice in the prime minister’s office. Ultimately, Obama and Netanyahu are going to move on from the scene, and the robust institutional relationship that still exists at all other levels will be paramount. That said, this fighting at the top levels is ugly and counterproductive, and at some point threatens to become a lasting acrimonious trend rather than a temporary occurrence, so each side needs to think about what can and should be done to prevent future misunderstandings big and small.
Starting with the Israeli side, this government and all future governments need to understand that support from the U.S. is predicated on a number of things, but first and foremost on the idea of shared democratic values. I have written about this at length in academic form and the post-9/11 picture is a bit more complicated, but the executive summary is that it is easy to draw a direct line from public preferences to foreign policy formation in this particular case, and Americans don’t care whether or not Israel is a strategic asset or liability but do care whether or not Israel is a liberal democracy. Furthermore, the erosion of support for Israel on the left and among younger voters is even more tightly tied to this (whether Israel could do anything that would be able to satisfy some of this segment is a separate question). Netanyahu’s lackluster moves toward creating a Palestinian state and his ugly election day display thus matter hugely in this regard, and all of the “yes, but” arguments that seek to mitigate these things don’t matter, even if they are true. Maybe a Palestinian negotiating partner that was more serious and responsive to Israeli concessions or an altered security environment would prompt Netanyahu to leave the West Bank, and maybe Netanyahu’s rejection of a Palestinian state on his watch really was meant to be qualified and his warning that Arabs are coming to the polls in droves wasn’t about Arabs specifically but just shorthand for leftwing voters. Even if you fervently believe these things – and, for what it’s worth, I am hugely skeptical – it doesn’t matter when it comes to the relationship with the U.S., because they both chip away at the vision in the American mind of Israel as a like-minded country that we can easily understand and with which we can sympathize. What Israeli governments need to understand is that 99% of people outside of Israel are not following the daily back and forth of Israeli politics and policy, and so the rapidly spreading perception of Israel as an increasingly illiberal country seeking to shout down minorities and keep the Palestinians in a state of perpetual occupied statelessness doesn’t have to be true in order to be damaging. Once Israel is seen as abandoning the two state solution and the peace process, the game is over and Israel becomes like any other country when it comes to U.S. foreign policy. The only priority the Israeli government should have going forward when it comes to the U.S. is preserving the possibility of an eventual two state solution, even if such an outcome is currently impossible.
The Israel Policy Forum released a statement of principles last week that is dead-on in this regard. It explicitly recognizes that a negotiated two state solution is not imminent for a variety of reasons, but that preserving the possibility of two states happening at some point down the road is critical. It recognizes the security bind that Israel is in and thus does not demand that Israel simply pull out of the West Bank tomorrow, and unqualifiedly states that Palestinian moves to encourage the BDS movement or to use the ICC are counterproductive. At the same time, the statement is clear that advancing the goal of two states for two people is the key to U.S.-Israel relations, among other things, and that this means rethinking settlement policy and embracing ways out of the bind such as the Arab Peace Initiative. This is on target because it displays an understanding of the fact that just because Israel may not be able to create a Palestinian state at this point in time due to circumstances both of its own doing and beyond its control does not obviate the necessity to keep this goal alive, if for no other reason than to preserve the crucial relationship with the U.S.
For a variety of historical reasons, no matter what it does Israel is never going to be a normal country accepted by everyone. Anti-Semitism is a very real phenomenon and it underpins much (although not all) of anti-Zionism, and the strain of anti-imperial ideology that exists in many places is never going to be comfortable with Israel whether it pulls out of the West Bank or not. Israel does not and never will live a completely normal life. But this fact makes it even more important for Israel to have completely clean hands and to not give anyone any excuse to condemn her, since double standards when it comes to Israel are a permanent fact of life. The U.S. is a country that actually does sympathize with Israel for many reasons, whether it be because of a frontier mentality or Christian Zionism or respect for democracy or solidarity with a Westernized state in the Middle East. Even the U.S., however, is not going to give Israel a blank check, and needs to see that Israel is doing what it can within reason to live up to its ideals. Obama and Netanyahu will continue to loathe each other, and better Israeli behavior on settlements would have had absolutely zero bearing on mitigating West Wing retaliation in the aftermath of the Netanyahu speech to Congress, but looking at a longer time horizon and anticipating what happens once the principals change, Israel needs to do a better job on always acting like a country that values its democracy first and foremost, and that is ready to live next to a Palestinian state when the Palestinians are ready to live next to Israel. When you rule out that possibility entirely, what the Palestinians are or are not doing simply doesn’t matter when it comes to better relations with the U.S.
On the U.S. side, just as Israel needs to understand what is important to the U.S., the U.S. needs to better understand what is important to Israel. As a political scientist, one of the things that I think the Obama administration has gotten right is an understanding that countries have their own internal politics and that this cannot be simply brushed away as an inconvenient fact to be ignored. Public opinion matters, in authoritarian states as well as in democracies (in fact, it may be even more important in authoritarian states where the only outlet for dissatisfaction is violence in the streets), and even a government in a country like Iran with a Supreme Leader ironically has to take politics into account when taking action like selling a nuclear deal. Yet, when it comes to Israel, the Obama White House seems to forget this lesson and grants Netanyahu zero leeway. If the U.S. wants the Israeli government to stop acting so hostile, it needs to get a better sense of when to push and when to lay off, since not all perceived Israeli misdeeds are created equal.
To take an important example, the Obama administration’s views on the moral and practical problems with settlements are strident, but in expressing this, it rarely takes into account the fact that Israelis do not view all settlement activity as equal, and so putting all settlements into the same boat makes Israelis feel as if the U.S. does not understand Israeli realities. For instance, 90% of Israelis, if not more, do not view building in Jewish neighborhoods of East Jerusalem as settlement activity, and are deeply resentful of efforts to prevent building in their own capital. Every time Marie Harf or Jen Psaki says something negative about Israeli construction in neighborhoods like Gilo or Har Homa, Netanyahu seizes the opportunity to slam the U.S. government, and not only is he not wrong to do so in the minds of the vast majority of Israelis, it wins him points in their eyes. Within the West Bank as well, many Israelis make distinctions between building in settlement blocs that will be part of Israel in any eventual deal and building in areas outside of the blocs, but the U.S. publicly does not recognize any distinction between an apartment in French Hill or Efrat and one in Kiryat Arba, and this is a problem. Just as Israel needs to recognize U.S. realities, the U.S. needs to do the same with Israeli realities, and one of these realities is that not all building outside the Green Line is equal by a long shot. When the administration treats all building as the same, it makes the Israeli government throw its hands in the air in frustration and assume that since it will get criticism no matter what it does, it may as well do whatever it likes. If this administration or any future one wants to get the Israeli government to crack down on the problematic settlements and to stop expanding blocs like Ma’ale Adumim or Ariel that legitimately cut into the West Bank so as to threaten its territorial continuity, then it has to be very clear with the Israeli government that it understands that Gilo and similar neighborhoods are always going to be a part of Israel. Without acknowledging where Israeli politics are on this issue, the U.S. will never have the trust of either the Israeli government or the Israeli public when it comes to territorial concessions. Even if the U.S. does not publicly acknowledge Israel’s right to build in Ramot or Alon Shvut, it needs to privately concede the point and pick its public battles more carefully if it wants an Israeli prime minister to ever be able to sell a deal with the Palestinians.
Relatedly, Netanyahu has obviously born the brunt of the anger coming from the White House and has been raked over the coals numerous times, and I think that in many instances it is deserved, but to give the man credit where it it due, he is capable of instituting a policy of doing no harm. He has not expanded settlements at a faster pace than his predecessors, and he has initiated new ones on a much reduced scale than his predecessors. He also instituted a building freeze outside of Jerusalem for nine months when asked, and has very quietly instituted a freeze on new settlement projects even in Jerusalem this year. The point is not that Netanyahu is a peacenik, but that even he is capable of doing things that will make the U.S. happy, and that giving the Israeli government a little bit of breathing space may do wonders for American priorities.
For both sides, it is imperative in the future to keep disputes behind closed doors rather than air them in public. This applies to the U.S. taking Netanyahu to task for a wide variety of real and perceived misdeeds, and it applies even more heavily to Israel doing things like trying to sabotage an Iran deal by embarrassing the White House in very public ways. Aside from the fact that it poisons the relationship, it ends up being massively counterproductive for everyone involved. Is there really anyone left who thinks that Netanyahu’s speech to Congress moved the needle in the direction he wanted rather than doing the opposite by forcing Democrats to publicly side with the president even if their inclination was to do otherwise? Does anyone really believe that publicly threatening to withhold American vetoes in the United Nations Security Council is going to have a salutary effect on Israel’s willingness to negotiate with the Palestinians? On issues like settlements, it is in fact vital that the U.S. try to accomplish what it wants in private, since if Netanyahu or any rightwing prime minister is going to give on territorial issues, they will not be able to loudly broadcast it and will need to maintain plausible deniability. The public sniping back and forth is bad for both sides and needs to stop, no matter how cathartic it may be for two parties that could use some couples therapy.
Despite the policy disputes, American and Israeli long term interests still align in many ways. Even on Iran, which is of course the most high profile and deepest disagreement that has caused the most acrimony, the issue may now be working to Israel’s benefit. The White House’s apparent desire to strike a deal at nearly any cost likely means that it will not want to rock the boat in any way with Congress, which makes Israel’s position at the UN a lot safer. Both sides have to learn from past mistakes, such as the U.S. not creating unreasonable expectations for Israel that can’t be met, like a total settlement freeze, and Israel not trying to win fights with an administration when it has no leverage and little influence. The personalities at the top will not be there forever, but if the U.S. continues to use Israel as a wedge issue to score points, or if Israel keeps on behaving as if it is an equal partner – such as when it makes very public demands from U.S. nuclear negotiators that are completely unrelated to the nuclear deal – when it is in fact very much a junior partner, then U.S.-Israel ties really will suffer a blow that is not so easily recoverable. Both sides need to step back, realize what is important to the other, what is doable within the confines of the political and security environment, and recalibrate things.
April 7, 2015 § Leave a comment
Guest poster extraordinaire Dov Friedman is back with some inside baseball on the political prospects of Turkey’s Kurdish party and how its success or failure might determine Erdoğan’s future power inside and outside the AKP.
For 14 years, Tayyip Erdoğan has answered every doubt and challenge in Turkey’s political realm. Yet, two months shy of new parliamentary elections, analysts continue to speculate about whether the Turkish President stands poised for a political decline. In the past, this speculation has represented hope—or perhaps mere wishful thinking. These days, though, it feels laden with unease. Perhaps it grasps at a sense that in the near term, Turkey faces a political future with several, highly divergent potential outcomes.
Much of the political talk in the election run-up revolves around Selahattin Demirtaş and the HDP—the People’s Democratic Party. The HDP is an evolutionary phenomenon in Turkish politics. In one sense, it is the latest iteration of the Kurdish-oriented parties, with their locus of power in Turkey’s Kurdish-dominated southeast. At the same time, under the charismatic leadership of Demirtaş, the party has a burgeoning following within the democratic left—among those uncomfortable with the old guard Kemalists of the mainstream opposition CHP.
Last August, when Erdoğan was elected president, Demirtaş surprised many with his strong showing—drawing 9.76 percent of the vote. His tally was particularly noteworthy because of Turkey’s 10 percent entry threshold for parliament. Historically, Turkish governments have maintained an uncommonly high threshold as a mechanism to keep the Kurds politically marginalized. To date, Kurdish deputies enter parliament as individual candidates and caucus together—meaning they lose a significant number of seats relative to their proportional share of the overall voting.
Demirtaş’ showing not only changed the way voters saw the HDP; it also changed the HDP’s own election calculus, as the party decided—for the first time ever—to run as a unified list in June 2015. The stakes could not be higher. If HDP passes the 10 percent threshold, it will increase its representation in parliament and—equally importantly—ensure that the AKP remains below the two-thirds supermajority threshold in parliament.
Since his third term as prime minister wound down, Erdoğan has made noise about transitioning Turkey to a presidential system. When he won the presidency in August 2014, he assumed a nominally ceremonial post, anticipating that he could convert the system while in seat. With a parliamentary supermajority, Erdoğan can ram through a drastic overhaul that will rapidly increase presidential powers. The HDP’s possible clearance of the electoral threshold stands in the way of that goal.
For Demirtaş, the challenge remains in convincing liberal voters that he will refuse to be an AKP tool. Ever since the AKP reinitiated peace talks with the Kurdish opposition, speculation mounted that the Kurds would support Erdoğan’s presidential system ambitions in exchange for a negotiated resolution and increased local autonomy. Whether the Kurdish parties initially intended to strike that deal obscures the HDP’s present view. Not only has the AKP dragged its feet in the peace process, but Demirtaş sees an opportunity to strengthen politically without the AKP. At a regular HDP parliamentary group meeting in mid-March, Demirtaş delivered a stinging rebuke of Erdoğan—designed in part to distance his party from any perceptions of a corrupt grand bargain.
If the HDP clears the threshold, Erdoğan may already have reached the zenith of his power. The AKP rank and file would then consider who might best secure their political future, and—for the first time—the answer might be someone other than Tayyip Erdoğan. That calculus might touch off the internal AKP maneuvering that could produce new leadership of the Islamist center-right.
Here, we must briefly mention Mansur Yavaş. In the 2014 municipal elections, Yavaş stood as the CHP candidate for mayor of Ankara against the AKP’s Melih Gökçek. Last April, economist and Turkey-watcher Erik Meyersson published clever analysis indicating that the AKP stole the election from Yavaş through massive invalidation of CHP votes. If HDP just barely passes the threshold, can we rule out similar election rigging to bring the HDP under the threshold? Given ongoing tensions, the risks would be enormous. One hopes the AKP might be chastened by the risks of further disenfranchising the Kurdish minority, but with Erdoğan, one can never be certain.
The more interesting question for Turkey watchers is, what happens if HDP does not pass the parliamentary threshold. A series of polls have shown HDP straddling the 10 percent barrier. This is where opinions diverge.
Even with HDP’s failure to enter parliament, some argue, Erdoğan’s power stands to decline—within the party, and thus nationally as well. Gareth Jenkins argued as much in a recent article for Turkey Analyst. Even if the AKP won the 330 mandates necessary to put Erdoğan’s favored system to a referendum, Jenkins explained, party unity, contentment, and discipline are weakening.
Deputy Prime Minister Bülent Arınç’s outbursts at Erdoğan loyalist Gökçek—and his subtle critiques of the president himself—provided a rare glimpse behind the curtain of the normally lockstep AKP. This came on the heels of Hakan Fidan’s bizarre resignation as national intelligence chief, declaration of candidacy for parliament, withdrawal, and reappointment as head of national intelligence. Even if the AKP secures a parliamentary majority, its star is dimming. The process may simply move more slowly—Erdoğan’s “long goodbye”, as Jenkins terms it.
But there’s another, darker view of the AKP’s future. In Istanbul several weeks ago, I asked a Turkish friend with keen political insight about the bizarre Fidan episode—why had the intelligence chief made his move if he was not prepared to stand by his decision? “It was not the right time”, my friend replied. “Erdoğan can still damage him.”
As president, Erdoğan could veto ministerial appointments, and Fidan was not running to be a parliamentary back-bencher. Meanwhile, Prime Minister Ahmet Davutoğlu has shown no inclination to spar with the combative president. Though nominally he controls the parliamentary list, the ostensibly apolitical Erdoğan held enormous sway in—and some say, direct control over—its construction.
Davutoğlu’s meek, ineffectual performance as nominal leader of the government drives much of the skepticism that Erdoğan’s grip on power is loosening. Davutoğlu has made former President Abdullah Gül seem commanding by comparison. As one seasoned observer put it to me, both of these ostensible leaders are docile. Gül enjoyed flying around as a figurehead, putting a bright face on Turkey abroad. Davutoğlu enjoys his current role—able to posture as de jure leader while ceding key decision-making power to Erdoğan. If June 7 produces the status quo—a solid AKP majority without the power to overhaul the system—, why would Erdoğan not merely carry on as de facto leader?
The internal AKP reshuffling that many predict would require many more party heavyweights willing to stick their necks out—much as Bülent Arınç began to in March. The dividing question is whether such bravery exists in a party that rose and prospered under the domination of Erdoğan.
On one of my last days in Turkey, a friend who believes change is coming remarked that Erdoğan would see death by 1000 cuts. If so, who will be so bold as to draw first blood?
March 18, 2015 § 8 Comments
I’m going to pat myself on the back for predicting on Monday that Likud and Bibi Netanyahu would win the most seats, that Buji Herzog would have no viable path to becoming prime minister, and that the government formed would boil down to Moshe Kahlon deciding whether to go with Netanyahu or force a national unity government (for the record, I think Kahlon going with Netanyahu is now an inevitability given how things turned out.) But my specific seat predictions were way off, and it’s easy to see how. I expected two things to happen, which I closed out the post with: “First, I think that Likud will gain back some votes at Habayit Hayehudi’s expense as rightwing voters are freaked out by the late Zionist Camp surge in the polls, and decide to throw their support behind Netanyahu despite their general fatigue with him. Second, socioeconomic issues are dominating people’s concerns, and that will translate into unexpectedly strong showings for Yesh Atid and Kulanu at the expense of Zionist Camp and Shas.” I was more right than I knew about that first statement, and vastly underestimated just how much that shift from BY to Likud was going to occur. I was dead wrong about that second statement, which is what led me so far astray. Let’s dive into the numbers a bit to see what actually happened yesterday, and I have some thoughts on what the various consequences might be.
The most useful comparison is between this year’s results and the 2013 results. In 2013, the rightwing bloc of Likud, Yisrael Beiteinu, and Habayit Hayehudi won 43 seats; the leftwing bloc of Labor and Meretz won 21 seats; the two state solution bloc (which was only Hatnua) won 6 seats; the socioeconomic reform bloc (which was only Yesh Atid) won 19 seats; the Haredi bloc of Shas and UTJ won 18 seats; the Arab bloc won 11 seats. The last two seats went to Kadima, but frankly nobody at the time could explain what Kadima stood for and was running on, and I’m not going to try.
In yesterday’s election, the rightwing bloc of the same three parties won 44 seats; the leftwing bloc of the same two parties plus Hatnua (since it formed an electoral alliance with Labor) won 28 seats; the socioeconomic reform bloc of Yesh Atid and Kulanu won 21 seats; the Haredi bloc won 13 seats; the Arab bloc that is now the Joint List won 14 seats. Compared to the last election, the nationalist right picked up only one seat, the left picked up only one seat (since Zionist Camp plus Meretz in 2013 added up to 27, and it’s unfortunately impossible to tease out which Zionist Camp votes were for Labor and which were for Hatnua), the socioeconomic camp picked up two seats, the Arab bloc picked up three seats, and the Haredi parties lost five seats. Nothing about this is a surge for the right, or for any side for that matter; the various blocs remained more or less constant, with the exception of the Haredi bloc losing seats due to the Shas-Yachad split. But it is unquestionably a surge for Likud itself, which went from 19 seats in the current Knesset to 30 seats in the next one. Where did those seats come from? It’s pretty evident that they came from the two other rightwing nationalist parties, Habayit Hayehudi and Yisrael Beiteinu, which respectively won 12 and 11 seats in 2013 but fell off a cliff to 8 and 6 yesterday. When you add in the seat that Likud picked up once Eli Yishai’s Yachad party did not make the threshold, you account for pretty much all of Likud’s gain. There is simply no denying that Netanyahu’s eleventh hour tactics worked, which were to drum up turnout on the right and explicitly make the case that rightwing voters could only vote for Likud or they would be risking a leftist government. He successfully cannibalized his natural allies, and in so doing increased Likud’s share of the pie without making the pie any bigger.
The related questions of turnout versus polling are interesting as well. My initial instinct yesterday was that the polling – both pre-election and exit – must have been garbage, and I noted on Monday that there are many reasons not to trust Israeli polling, which proves to be inaccurate in some measure every cycle. After thinking about it a bit more though, now I’m not quite so sure. The legal moratorium on polls in the last few days before an election meant that no poll could be conducted after Thursday, and the exit polls were concluded two hours before the actual election itself (since they aren’t interview surveys, but require Israeli voters to cast their actual vote and then go and cast a dummy vote in a fake voting box for the exit pollsters, which then get collected and tallied). Netanyahu’s huge campaign push – in which he gave an unprecedented number of interviews and turned up the nationalist rhetoric – occurred over the weekend and through election day itself, so the pre-voting polls would have had no way of capturing this effect. As far as the exit polls go, final voter turnout was up 4% from 2013, but if you were obsessively keeping track of the turnout numbers throughout the day yesterday as I was, you know that this turnout surge did not take place until very late in the day, so that the exit polls (which aren’t really polls) missed much of it. The exit polls may very well have been correct in reflecting a 27-27 deadlock between Likud and Zionist Camp at 8 PM Israel time, and the anecdotal evidence suggests that there was a flood of rightwing voters in the last couple of hours. The takeaway from this is not necessarily that Israeli pollsters are incompetent, although that can’t be ruled out, but that the accuracy of Israeli polling is not served by the legal blackout at the end of the campaign. On turnout, it should be noted that Netanyahu’s old-fashioned barn-burning turnout efforts destroyed the get out the vote campaign run by V-15 and Jeremy Bird. Likud increased its share of the rightwing vote, while Zionist Camp didn’t increase the percentage of leftwing voters or even get more of them to vote for Herzog. The money spent in this campaign to unseat Netanyahu was as big of a waste as what GOP groups spent in 2012 to get rid of Obama.
If there is one big thing that jumps out at me the day after, it is that ideology and identity distinctly trump economics in Israeli politics. Like in 2013, voters overwhelmingly listed socioeconomic concerns as their top issue in the run-up to the election, but ultimately that made little difference. There was no flock of new voters to Yesh Atid and Kulanu, which both ran on the economy and quality of life issues and had very little of substance to say on security. Likud, which barely bothered to campaign on specific policies, hugely increased its vote share by essentially saying, trust Netanyahu on security and send a message to the leftists and their foreign backers trying to take over your country. It was an emotional and identity-based appeal to nationalism that resonated with many voters, and it is a tactic that is sure to be replicated on both sides in the future.
There are many dangers in overt appeals to nationalism, one of which is that when you win, it makes it easier to demonize your opponents and claim that you have a mandate to do whatever you please. For Exhibit A through Z on how this works in practice, take a gander through the increasing ugliness of Turkish politics that has been wrought largely by Tayyip Erdoğan. Israel’s political system makes this even messier because of how it is structured. Netanyahu will act like he has been granted an enormous mandate following a landslide victory; after all, he beat the next largest party by a 25% margin in seats, obliterated the predictions for Likud based on the polls, and is going to control the winning coalition and be prime minister. Taking a step back though, Israel’s proportional representation political system means that in reality he won only 23% of the votes cast, which translates to 25% of the seats in the Knesset. He is simultaneously the clear winner and on the receiving end of 77% of Israeli voters preferring someone else. This does not in any way make his win illegitimate, and anyone who argues otherwise does not want to face reality, but the fact of the matter is that the system itself encourages post-election overreach. Netanyahu and his supporters are going to insist that his win validates his entire approach to politics, the Palestinians, the international community, etc. because voters were presented with a choice and they choose him. The true answer to that is in some ways yes and in some ways no, and as he will be leading the government fair and square, he can do as he pleases since that is how democracy works. But objectively, when the clear victor can only manage to get 1 out of every 4 votes cast, the system is probably not translating voters’ preferences into the appropriate policy outputs.
I don’t think much needs to be written on what Israeli policy will look like under a third consecutive Netanyahu government, since there aren’t very many surprises left. Netanyahu is who he is, and he is not going to undergo a late in life conversion that convinces him to shift course. I am more interested in what happens to Israel in the U.S., since Netanyahu’s reelection is going to keep on affecting one political trend that is already in full swing and may influence another, and perhaps more important, social one. The first is the partisanization of Israel in the U.S., which was very much laid bare by the machinations surrounding Netanyahu’s speech to Congress. The blame for this lies partially on both sides, although I certainly think one side is far more to blame than the other. Everyone with a dose of common sense knows that the White House badly wanted to see Netanyahu get tossed out by Israeli voters and that Netanyahu is now just biding his time until January 20, 2017 so that he never needs to think about Obama again, so it goes without saying that relations between Obama and Netanyahu for the next 22 months are going to be abysmal, and probably even non-existent. Will U.S.-Israel ties survive and come out the other side intact? Of course they will. But there will be more ugliness ahead and short-term relations are going to be very rocky, and if I worked in the prime minister’s office, starting today I would be spending all of my time coming up with a strategic plan for operating in the world without an automatic U.S. veto in the UN Security Council, because I think that era is now officially over. Netanyahu clearly and explicitly rejected a Palestinian state on Monday, and there is no walking it back or dissembling after the fact. That he did so wasn’t and shouldn’t be a surprise, but it destroys the legal fiction that he had constructed, and so when the Israeli government talks about the Palestinians not living up to their Oslo obligations or their promises to the Quartet (which in many ways they aren’t), that now officially goes both ways. You cannot insist that Palestinians must establish a state through the sole route of negotiations with Israel after you have declared unequivocally and without reservation that there will be no independent Palestinian state in the West Bank so long as you are prime minister. It was electioneering, but electioneering is not consequence-free.
Lastly, there is the pink elephant in the room that I have been ignoring so far in this blog post. Assess the following quote: “The right wing government is in danger. Black voters are coming out in droves to the polls. Left wing NGOs are bringing them on buses. We have no NAACP; we have the National Guard, we have only you. Go the polls, bring your friends and family. Vote Republican in order to close the gap between us and the Democrats. With your help and with God’s help, we will form a nationalist government that will protect the United States.” Nobody with any sense of decency would call that a legitimate effort to counter a get out the vote drive targeting minority voters. So when Netanyahu said it yesterday about Arabs – which everyone by now recognizes as the direct quote from him, with the specifics altered of course to make the analogy work – it wasn’t simply a legitimate attempt to just bring voters to the polls, as the usual suspects are reflexively arguing. Does this mean that Netanyahu is racist and has been harboring views all of these years that he just now allowed to come out, or that he made a racist appeal in a desperate attempt to boost his prospects? I don’t know, and frankly it doesn’t matter, since neither explanation is acceptable. The prime minister of any country should be nothing short of proud when more citizens vote, and exhorting only the right kind of citizen to get to the polls in order to counter the wrong sort of citizen is disgusting and unworthy of the leader of a democracy. That some people are falling all over themselves to pretend that there is nothing out of the ordinary or objectionable about this reflects just as poorly upon them as Netanyahu’s comments do upon himself. What all of this leads to for me is to wonder how this will affect American Jews. Just as the rejection of a Palestinian state under any circumstances will have political consequences, the blatantly racist appeal is going to have social consequences among American Jewry. American Jews as a group proudly support Israel, and one of the reasons is a conviction that Israel is in a tough spot but is genuinely trying to do the right thing. That argument, both internally and externally, becomes harder by some degree or another after yesterday. Are people going to look at the Jewish state bill in a new light? Is Netanyahu still going to get nearly universal support from establishment groups? Most crucially, what is the effective counter when the odious Boycott, Divestment, and Sanctions movement takes this quote and argues incessantly that it proves official and institutional racism in Israel? I don’t know the definitive answer to these questions, but I suspect that it will ultimately prove to be a significant aspect of Netanyahu’s eventual legacy.
March 16, 2015 § 5 Comments
Israeli politics is massively entertaining and raucous under normal circumstances, but tomorrow’s election is particularly special since for the first time in awhile, the outcome is entirely up in the air. Nobody knows with any real degree of certainty who will emerge victorious or how the coalition horse trading will conclude or even who is going to get the first shot at building that coalition. Americans – me very much included – spend lots of time watching shows like House of Cards, Scandal, Game of Thrones, and others that provide twists and turns that hinge on varying degrees of political surprises, but there is nothing like the real thing, and Israel’s election is certain to provide that. If you haven’t been paying attention, you’re missing the best reality show that exists.
Anybody who is confident that they know who the ultimate winner will be is demagoguing and I do not claim any clairvoyant powers, so take everything that follows with a grain of salt as it is nothing more than my best guess based on the last polls that were published on Friday and some intuition developed after years of closely paying attention to Israeli political trends. Israeli polls are notoriously unreliable; large classes of voters are disproportionately inaccessible to pollsters (Haredim, Arabs, immigrants, working poor), Israeli voters are fickle and in many cases do not decide until the last minute, and the proportional representation system presents a fundamental dilemma of voting strategically versus voting your conscience. For instance, pretend that you are a lifelong Meretz voter stepping up to the ballot box on Tuesday. You are almost certainly secular, liberal, Ashkenazi, living in Tel Aviv or its immediate environs, and you despise Netanyahu with a burning passion. In the last election, you knew that the left had no shot at forming the government and so there was no reason not to vote for Meretz. In this election, however, the last polls gave the Machane Tziyoni (Zionist Camp) alliance led by Herzog and Livni a four point lead over Likud, and you know that at least a four point margin is likely required if Zionist Camp is to be given the first shot at forming the government. So voting for Meretz and the leftist bloc overall is actually not cost-free even though your vote for Meretz is functionally a vote for a Herzog government, as Herzog needs as much as a lead as he can get over Netanyahu in order to get a chance at building a coalition. The Habayit Hayehudi voter at the opposite end of the spectrum is faced with the same choice; voting for the far-right party that is guaranteed to be part of a Netanyahu coalition risks empowering the leftist (and yes, that is a dirty word to your typical rightwing Israeli voter), defeatist, if not outright anti-Zionist Herzog and Livni, and so do you swallow your principles and vote for Likud directly, or do you vote for Habayit Hayehudi and Naftali Bennett as the only way of keeping Netanyahu honest and guaranteeing that a Likud government will never compromise on settlements and giving up land? This is all a roundabout way of saying that Nate Silver’s sorcery would never work on the Israeli election, because the polls are a guidepost but are not entirely trustworthy.
Assuming that the final polling results hold up – and I don’t think that they necessarily will – it is going to be very hard for Herzog and Livni to form a government. The last Channel 2 poll had Zionist Camp at 25, Likud at 21, Joint Arab List at 13, Yesh Atid at 11, Habayit Hayehudi at 11, Kulanu at 9, Shas at 9, UTJ at 6, Yisrael Beiteinu at 6, Meretz at 5, and Yachad at 4. We can safely assume that Zionist Camp, Yesh Atid, and Meretz are a united bloc, which is 41 seats. Likud, Habayit Hayehudi, and Yachad will not join with that group under any circumstances and they hold 36 seats, which leaves a leftwing government needing to pick up 20 seats from the 43 remaining. The 13 seats held by the Arab list can be used to block Netanyahu and Likud, but since the Arab list is not going to sit with Zionist parties barring a momentous and unprecedented policy change, Herzog actually needs to find 20 seats from the 30 represented by Kulanu, Shas, UTJ, and Yisrael Beiteinu. Shas and UTJ have sat with leftwing governments in the past, but even if they are willing to do so again, neither they or Lapid will sit with each other. Yisrael Beiteinu, which is led by Avigdor Lieberman, won’t sit with Meretz (and vice versa). Herzog could potentially pick up Kulanu, but he’d still need to somehow break the logjam between Lapid and the Haredi parties in order to get to the magic number of 61. In other words, Zionist Camp can beat Likud and the ideological leftwing bloc can beat the ideological rightwing bloc, and Herzog still has an almost impossible uphill climb to form a coalition. Not many people foresaw the bizarre Lapid-Bennett alliance two years ago and so I’m not willing to say that Herzog cannot somehow work some sort of combination of magic and legalized bribery in order to cobble something together, but it would be pretty much the most unworkable coalition in Israeli history and would be on death watch from day one. The one big wrinkle would be if the Arab list decides that actual political power is worth compromising on its principles and joins the coalition, but even then Herzog is not home free as Kahlon has publicly stated that he will not sit in a government that is dependent on the Joint Arab List for seats, which means convincing the Haredi parties to sit with Lapid, Meretz, and Arab parties. In other words, I wouldn’t be putting very much money on the next prime minister being Buji Herzog.
Netanyahu’s path is also difficult, but far less so. He starts with 36 and needs another 25 out of the remaining 30, but Shas, UTJ, and Yisrael Beiteinu sat in Netanyahu’s 2009 coalition and are all natural Likud partners. Those three parties get him to 57, meaning that Netanyahu’s fate hinges upon Kahlon. On the one hand, Kahlon is a former Likud minister whose list includes Netanyahu’s first term ambassador to the U.S. (Michael Oren) and whose support is drawn from Mizrahi traditional Likud supporters. On the other, Kahlon left Likud for a reason, starting with the fact that his stance on socioeconomic issues – which is his raison d’être in politics – is way out of whack with Likud and the right generally, and his base of voters has become disillusioned with Likud after feeling like it has been taken for granted and leans more left on economic issues. That Kahlon has stated as his goal to be appointed finance minister also cuts both ways. Netanyahu publicly promised over the weekend that Kahlon would be finance minister in his government irrespective of the number of seats Kulanu wins (an offer that Kahlon refused to accept before the election), and this is a promise that Herzog cannot match given his pledge to appoint Manuel Trajtenberg as finance minister should Zionist Camp form the next government. Despite this, it is hard to imagine Kahlon being more empowered to implement his agenda of lowering housing costs and regulating Israel’s banking system under a Likud government than he would be under a Labor government, and Kahlon know this full well. Again, I claim no clairvoyance to know what Kahlon is thinking or what his natural inclination is before both sides start wooing him in earnest, but I do know that he appears to control the only viable path to a third consecutive Netanyahu term, and you can bet that Netanyahu will move heaven and earth to gain Kahlon’s support. To paraphrase Mel Brooks, it’s good to be the king(maker).
Assuming that Kahlon does not want to enthrone Bibi, it means that Israel is headed for a national unity government. That could happen right away if Kahlon and Lieberman (natural allies in many ways given that they are both immigrants who came of age in Likud and now head parties that champion socially rightwing voters who have traditionally been poor and on the margins of Israeli society) decide that they will not recommend either Netanyahu or Herzog to President Rubi Rivlin and instead insist on a short-lived national unity government (and if they do this, it wouldn’t be surprising to see Yair Lapid, with his finger perpetually to the wind, do the same). It could also happen after three or six weeks of drawn out haggling with no resolution. If this happens, it would mean Netanyahu and Herzog agreeing to a prime ministerial rotation, and I have my doubts as to whether Bibi would actually accept such a scenario or would resign instead. In any event, for those who are still following along here, the sum total of this is that I am expecting either a third Netanyahu term or a national unity government, and which one occurs hinges entirely on Moshe Kahlon.
A few other small things to watch out for if you’re keeping score at home. First is whether Meretz, Yisrael Beiteinu, and Yachad clear the new higher electoral threshold of 3.25%, up from a previous 2%. While I suspect they will all squeak in – and frankly, you almost have to be rooting for YB and Lieberman not to make it for poetic justice purposes since he engineered the higher threshold in an effort to keep the Arab parties out in a move that backfired ever so spectacularly – the one I am keeping my eye on is Meretz, since it will not surprise me if Meretz is kept out of the Knesset. Meretz has basically been on a long and slow 15 year decline, but the pressure is really on now because I expect some Meretz voters to defect to Zionist Camp now that the left smells blood in the water and is riding the momentum of the final polls putting Herzog and Livni in first place. If Meretz does not make it in, this places Herzog’s path to becoming prime minister even further out of reach.
Second is the bad blood – and that’s putting it mildly – between Yachad leader Eli Yishai and Shas leader Aryeh Deri, the man whom Yishai replaced as head of Shas and who then had his revenge by replacing Yishai. In an effort to get back at Deri, Yishai split from Shas, initiating a nasty internecine fight and invoking insults directed at Deri from beyond the grave by deceased Shas spiritual leader and founder Ovadia Yosef. Yishai and Deri are mortal enemies, and having the two of them in the same coalition might present some problems as well.
And lastly, a final word about the polls. As I indicated, I don’t particularly trust in their accuracy, and I am guessing that they will be wrong in a few ways. First, I think that Likud will gain back some votes at Habayit Hayehudi’s expense as rightwing voters are freaked out by the late Zionist Camp surge in the polls, and decide to throw their support behind Netanyahu despite their general fatigue with him. Second, socioeconomic issues are dominating people’s concerns, and that will translate into unexpectedly strong showings for Yesh Atid and Kulanu at the expense of Zionist Camp and Shas. Since I want to give everyone the opportunity to mock how far off I am, my final spot predictions for the election are as follows:
Likud – 23
Zionist Union – 22
Yesh Atid -15
Joint Arab List – 12
Kulanu – 12
Habayit Hayehudi – 11
UTJ – 7
Shas – 6
Yisrael Beiteinu – 4
Meretz – 4
Yachad – 4
March 4, 2015 § 10 Comments
I doubt there’s anyone reading this who didn’t watch (or at least read the transcript of) Bibi Netanyahu’s speech themselves yesterday, and everyone has their own well-informed opinions by now so I don’t feel the need to comment too extensively. I did want to flag just a few things though that I found interesting or significant.
1. Coming into the speech, the conventional wisdom on the right was that Netanyahu was going to inform Congress and the world of all the worrisome details in the emerging Iran nuclear deal that the administration has been withholding, and the conventional wisdom on the left was that Netanyahu was going to bash the administration and argue that nothing short of military action will halt Iran’s inevitable march to a bomb. Netanyahu actually did neither of those things, and I found his speech to be relatively tame. As I expected (which you know if you were following me on Twitter yesterday morning), he was conciliatory toward Obama and the Democrats and clearly realized that there was no further benefit to stoking the fire, and he didn’t say anything new in his speech that he hasn’t said before. I found the first half that catalogued Iran’s various sins somewhat unnecessary, as nobody to be taken seriously is arguing that Iran is a positive actor or a force for good in the world, but I also happen to agree with Bibi’s characterization of Iran as a revisionist state engaged in all sorts of unsavory and troublesome behavior around the world, so perhaps there are some who needed the reminder. I do not think that he hit a home run as nothing he said will convince anyone on the fence to change their views, but I also do not think that he struck out since predictions of a confrontational, bombastic, offensive Netanyahu were wrong.
2. I wrote yesterday that I was listening for a viable alternative to the administration’s current approach, and Netanyahu did not offer that exactly. His prescription was to negotiate a better deal, but the details of how one goes about doing that were non-existent. Is it replacing John Kerry and Wendy Sherman with negotiators more inclined to yell and throw a chair or two? Is it passing a sanctions bill now, before negotiations have concluded, to put more pressure on the Iranian side? Is it to pull out of negotiations unless Iran drops any demands that cross certain red lines, like a sunset clause (which if I were negotiating things on the U.S. side would be a deal breaker for me)? Natan Sachs makes a great point in Ha’aretz, which is that trying to torpedo this deal before things have run their course makes it much likelier that the administration will rush to sign an agreement even if it isn’t an ideal one, and that is obviously a very suboptimal outcome. I wish Netanyahu had been specific about how he thinks a better deal can be achieved, since it’s very easy to tear something down but far harder to do so constructively.
3. While I don’t think the speech will move the needle at all in terms of whether individual congressmen are in favor or opposed to talks, more sanctions, etc. I think it’s likely to have motivated more members to approve the Menendez-Corker bill in the works that will require congressional approval of any agreement. This is a good development, not a bad one. Even leaving aside that the executive branch has steadily gobbled up more and more power for decades and destroyed nearly any balance between the branches – a development sorely in need of a corrective – tacking on explicit legislative approval creates the two-level game that is required to get the better deal that Netanyahu believes is out there. If Obama or Kerry can turn to the Iranians and make the case that there are certain elements that simply will not pass Congress and that including those elements will scuttle any negotiated deal, it gives them more leverage in the negotiations since it convincingly self-binds them within a demarcated framework of what is and is not acceptable. It lets the U.S. negotiating team play good cop to Congress’s bad cop, and it can only create a better outcome for the U.S. side (assuming that Iran is serious about negotiating).
4. Far and away the most significant element to the speech is not anything that Netanyahu said, but what he left out, and I am baffled as to why this hasn’t been picked up on more widely. For the first time in awhile, Netanyahu did not insist on his oft-repeated demand that Iran be left with zero enrichment capability, and I assume that this was intentional. If Netanyahu is resigned to a deal happening and wants to make sure that it is one that Israel can live with, dropping the zero enrichment demand is the biggest and most important concession he can make since it creates a space that allows U.S. expectations and Israeli expectations to overlap, not to mention the fact that zero enrichment was a fantasy that was simply never going to happen. So long as Netanyahu was demanding no enrichment at any level, there was not going to be an outcome that he could live with. The fact that he did not repeat it suggests to me that he is taking a more realistic and more reasonable view of things, particularly since low level enrichment was always a red herring – the only number that matters is 20% and higher for breakout purposes – and for the first time, he is actually helping a deal along. I give him lots of credit for this, and I don’t particularly care whether he did it because he realized that demanding zero enrichment made no sense from a technical perspective or whether he did it because he realized that it was just not a realistic demand and hence decided to be pragmatic about things. Either way, people should take this for the positive development that it is, and hope that the aftermath of this speech is that it has created the necessary space for a better deal by enlarging the part of the Venn diagram where the U.S. and Israel overlap.