What Happens If The Peace Process Fails?

March 6, 2014 § Leave a comment

Bibi Netanyahu and the Israeli government have had the same two important decisions regarding the U.S. hanging over them for over a year, and they aren’t going away. The first is whether to cooperate with the U.S. to the hilt on the peace process and agree to anything the Obama administration asks them to do. The second is whether to cooperate with the U.S. to the hilt on Iran and agree to refrain from striking Iran, which is a commitment that the Obama administration clearly seems to want. The question is, if Israel does not deliver on either of these issues to the fullest extent, what will the fallout be, and which one is the higher priority for the U.S.?

There’s a lot of chatter recently about this being Israel’s last chance for peace with the Palestinians along with dark warnings about what will happen if the talks break down. In an interview with Jeff Goldberg last week, President Obama spoke at length about what he thinks the negative ramifications will be. Echoing John Kerry, he said that demographics, settlement growth, and the possibility that Mahmoud Abbas will be gone from the scene in the near future make this the last best chance for a deal, and that should a deal not happen, Israel will face increasing isolation and the end of its status as both Jewish and democratic. He also warned of a decreased ability on the part of the U.S. to protect Israel in international institutions and from the growing hostility of the international community. Goldberg interpreted this last point as (in his words) “a veiled threat” which would suggest that the U.S. may at some point stop using its veto to shield Israel from unfavorable UN Security Council resolutions.

This comes on the heels of months of Israeli-perceived threats from Kerry, including his prediction of a third intifada if talks fail, his denouncement of Israel’s military presence in the West Bank, and most recently his observation that efforts to boycott Israel are only growing. Never mind that none of these statements were threats but were rather predictions of how other actors will behave should the two state solution disappear; the important point is that Israeli leaders have interpreted these statements as a warning that the U.S. will abandon Israel should these talks not produce results. There is also the news that Israeli defense and intelligence officials have had visas to the U.S. denied at a much higher rate over the past year, which could be an effort to warn the Israeli government about what lies ahead should U.S. wishes be defied.

For whatever reason, there is much less talk – both here and in Israel – about what will happen to the relationship with the U.S. if Israel goes and strikes Iranian nuclear sites. This strikes me as strange for two reasons. First, I think that the possibility of this happening is at least 50% and yet there is a lot more speculation about Israel not doing its best to come to an agreement with the Palestinians. Second, I strongly believe that compared to a peace process failure, Israel defying U.S. wishes on Iran will be far more harmful to the relationship and will bring a higher degree of fallout.

I have always been clear in my belief that the consequences for Israel should the two state solution evaporate will be similar to what the White House describes: isolation, boycotts, and a far more difficult dance on maintaining Israel’s democratic character along with a Jewish majority. I am not quite sure that this is the absolute last opportunity, but were I the prime minister of Israel, I would be making plans for a unilateral withdrawal from the West Bank in the eventuality that a deal cannot be reached. But that is another post for another day; the main point here is that should the talks fail, I do not think that the consequences from the U.S. will be much to fear. For starters, this show is not new. The Israelis and Palestinians have spent decades talking to each other or not talking to each other, all to no result, and the American-Israeli relationship has proceeded apace with no real ruptures. If these talks fail despite intense American intervention, it will be no different than Camp David, Wye River, Taba, the vaunted road map…you get the point. The U.S. and Israel have a long history of getting over peace process failures no matter if the administration puts the onus on Israel or on the Palestinians, and I suspect this time will be no different. The U.S. interest in getting this resolved has not grown more than it was under Clinton, and the damage to the U.S. should the talks fail does not present a vital threat. Furthermore, the peace process requires not just Israeli acquiescence but Palestinian acquiescence as well, and if reports are to be believed, the Palestinians have no intention of acceding to the security plan formulated by the U.S. and General John Allen. What this means is that if the Palestinian side is intransigent to a larger degree than the Israeli side (and so far reports indicate that to be the case), any failure will not be pinned on Israel. So for a number of reasons, this Israeli fear of a rupture is far-fetched. This is not an attempt to provide an excuse for Israel not to make a deal, since I think that Israel should agree to any and every U.S. request if it means getting an actual permanent agreement, but just an observation that the global consequences of failure will be a lot harsher than those emanating from the U.S.

In contrast, I think that Israel might want to tread more carefully when it comes to Iran, because an Israeli strike will be harder than a half-hearted peace process negotiation effort for the U.S. to shrug off. For one thing, there is not much recent history of Israel carrying out military operations that will clearly upset the U.S. and thus less of a history of getting over it for Israel to draw upon. Two examples would be the Suez crisis in 1956 and the bombing of the Osirak reactor in 1981, but neither of those are truly comparable. On Suez, Israel was operating in conjunction with Britain and France, which blunted the reaction as Israel was not seen as a sole rogue party, and on Osirak, Iraq was not viewed as such a vital interest for the U.S. and it did not embroil the U.S. in any messy aftermath. In the case of a hypothetical future Israeli strike on Iran, these conditions do not apply. Israel will be doing it alone, in defiance of U.S. wishes ahead of time, and it will affect what is likely the number one American foreign policy goal at the moment, which is a nuclear deal with Iran that leads to a more general rapprochement. Not to mention that many will view the U.S. as somehow complicit, and there is a chance of blowback directed against U.S. interests in the region. Also in contrast to the Palestinian issue, there will be no other party to blame; if things get hairy afterwards, Israel cannot share the burden of blame with someone else. It will not blow up the U.S.-Israel relationship, which is far too institutionalized and based on public affinity, but I can imagine a variety of unpleasant consequences, such as arms shipments being halted, intelligence and security cooperation suffering, the visa situation becoming even more difficult, etc.

I fully recognize that in Netanyahu’s eyes, these situations are not equal. Iran targets Israel in a variety of ways, with the seizure of the ship carrying missiles yesterday as just the latest exhibit in a mountain of evidence. Bibi views Iran as an existential threat whereas he views the Palestinian issue as one that can be managed. I disagree with his assessment, but it being what it is, his motivation and incentive structure is likely to go it alone on Iran. If Israel does that, however, it should at least factor in the costs of defying the U.S. and not assume that everything will be copacetic in the aftermath.

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Israel Lobby Truthers And The Truth About The Israel Lobby

October 31, 2013 § 10 Comments

The all-powerful and nefarious Israel lobby is in the news again. On Tuesday, the White House briefed officials from the Israel lobby Legion of Doom – AIPAC, the American Jewish Committee, the Anti-Defamation League, and the Conference of Presidents of Major American Jewish Organizations – on efforts to halt Iran’s nuclear program, with the real aim being to get pro-Israel groups on board with the effort not to impose new sanctions on Iran. In the administration’s view, the tough sanctions that have been imposed accomplished the task of getting Iran to the negotiating table, and now that Iran appears ready to talk, even more sanctions will be counterproductive by spurring Iran to make a reinforced push to go nuclear. On the other side is Congress, where the overwhelming view is that biting sanctions are the only reason that Iran agreed to negotiate at all, and now is the time to ramp up pressure in order to force Iran into a deal rather than allowing the Iranian government to use negotiations as a mechanism for running out the clock. So far, pro-Israel groups appear to be leaning toward Congress’s view of things, and Tuesday’s meeting was part of the White House’s strategy for getting Congress to hold off.

Naturally, the fact that Jewish and pro-Israel groups received a private NSC briefing on Iran has a bunch of people up in arms about the Israel lobby wielding inappropriately outsized power, and a bunch of more unreasonable people raging about Jews controlling U.S. foreign policy. For Mondoweiss, the meeting is the latest datapoint for the proposition that Jews and the Israel lobby are the groups that count the most in foreign policy and that pro-Israel rightwing hawks drive U.S. policy in the Middle East. There is little question that pro-Israel groups are influential and that AIPAC is extremely successful, but where the argument breaks down is when it gets taken to Walt and Mearsheimer proportions, i.e. that pro-Israel groups are able to push the U.S. government into doing things it would not otherwise do or that pro-Israel groups are able to control outcomes in Congress. Max Fisher yesterday compared the lobbying efforts to strike Syria and the lobbying efforts to capture African warlord Joseph Kony and noted that the “all-powerful lobby narrative” does not stand up to the evidence at hand. I’ll quote Fisher directly on the section on AIPAC:

If the conventional wisdom about lobbying and U.S. foreign policy were true, we would expect Obama to have received wide support for his Syria plan and basically zero support for the Central African hunt for Kony. But that’s the opposite of how it turned out.

In mid-September, as President Obama pushed to get Congress’s support for Syria strikes, his administration turned to the American Israel Public Affairs Committee. If you’ve spent any time at all working on Israeli issues, Palestinian issues or MidEast issues generally, you’ve heard people on all ideological ends of the spectrum speak in hushed tones about the awesome power of AIPAC. Critics of the right-leaning, pro-Israel group often refer to it simply as “The Lobby,” as if it were so powerful that other lobbyist organizations hardly even mattered. It’s not considered especially controversial to suggest that the group plays a major role in shaping U.S. policy toward the Middle East.

AIPAC’s influence is thought to be strongest in Congress, where support for pro-Israeli policies is indeed bipartisan and passionately held. Its membership is thought to include lots of Washington power-brokers and heavy-hitters, the types who, in the common telling, pull all the hidden levers of American governance and foreign policy. So when AIPAC began lobbying on behalf of Obama’s Syria strike plan, many assumed it was a done deal, particularly since the administration most needed help in Congress, turf AIPAC knows well.

There is every indication that AIPAC threw its full weight into generating support for Obama’s Syria plan, both in Congress and among its own constituency. But the group failed utterly to even move the needle on the policy: Congress only strengthened its opposition to Obama’s Syria strikes. It was a rare public test of AIPAC’s ability to shape U.S. foreign policy and it flunked.

As Fisher then goes on to explain, the lobbying campaign to go after Kony was carried out by underfunded, inexperienced, not well connected lobbyists who targeted high school and college students, a group not exactly known for its power and influence. Yet the Kony campaign succeeded to the point where the U.S. military is currently engaged in what has been a fruitless search to locate Kony, backed by Congressional support that has not wavered. How to explain this conundrum? Fisher suggests that public opinion may be the answer, but I’ll take it one step further: public opinion is absolutely the answer, particularly when it comes to AIPAC. Pro-Israel groups succeed when the cause they are championing is already popular, and they fail when it isn’t. Yes, AIPAC is very-well connected, pro-Israel groups get courted, and even get benefits – such as private briefings – that other groups do not get. But let’s take a look at why support for increased sanctions are running so high in Congress and why the White House campaign to keep them steady is going to fail (hint: it has nothing to do with what AIPAC does or does not want).

In mid-September, Gallup did a poll asking whether Americans consider Iran to be an ally, friendly, unfriendly, or an enemy. 45% of respondents categorized Iran as an enemy and 38% said Iran is unfriendly. In early June, a CBS/NYT poll found that 58% of respondents favored military action against Iran to prevent it from developing a nuclear weapon while 37% opposed it. In March, Pew asked people which was more important: preventing Iran from developing nuclear weapons even if it means taking military action, or avoiding military conflict with Iran even if it means that Iran develops a nuclear weapon, and 64% favored military action vs. 25% who wanted to avoid military conflict. Finally, in the most recent poll that asked about sanctions, which was from March 2012 (after the first round of sanctions had already been put in place), 74% were in favor of increasing sanctions against Iran while 21% were not. (All of the polls can be found here). Given Iran’s recent outreach efforts following Rouhani’s election, it is very possible that a poll taken today would find that support for increasing sanctions is below that 74% number, but I doubt it’s down in a significant way given the current numbers viewing Iran as hostile. The point here is that AIPAC does not need to do much lobbying of Congress to get it to support increased sanctions, because this is a policy that is overwhelmingly popular. The idea that Congress would be marching in lockstep with the White House’s foreign policy preferences on this issue were it not for the covert whisperings of Howard Kohr and Abe Foxman is simply nonsense and intellectual laziness. When AIPAC’s preferences align with public opinion, it is successful; when its preferences go against public opinion, it’s not. It is really that simple, and if you want a lot more on this, go read my (unfortunately paywalled) peer-reviewed article in Security Studies on this very subject, complete with case studies and everything (link is here).

The irony of this is that Walt and Mearsheimer’s book and the loud insistence of Israel lobby truthers that AIPAC controls U.S. policy in the Middle East has, more than anything else, enhanced the power of pro-Israel groups by convincing a growing number of people that the mistaken perception is actually true. This in turn leads to government officials believing the hype, and thus you get the ADL and AJC invited to a private briefing at the White House out of a belief that these groups have far more power than they actually do. The bottom line is that Congress in this instance is going to do what public opinion tells it to do, and the Israel lobby’s preference that Iran sanctions be increased is not what is driving policy here in any real way.

The Other Dark Side Of Energy Independence

May 1, 2013 § 7 Comments

Ben Alter (who has done yeoman’s work editing the last couple of pieces I’ve written for Foreign Affairs) and Ed Fishman wrote an insightful op-ed for the New York Times this past Sunday in which they argued that American energy independence – which may be a reality by the end of the next decade – will have a downside too, which is that it will lead to massive destabilization in states that rely on high global energy prices. States like Russia, Saudi Arabia, and Bahrain depend on revenues from oil and natural gas to maintain to dole out patronage and co-opt the opposition, but the introduction of U.S. shale gas into the global marketplace will lower energy prices worldwide, and Alter and Fishman argue that it will create domestic unrest and even regime change in petrostates, which will in turn put shipping lanes in harm’s way, endanger counterterrorism cooperation and efforts to deal with Iran between the U.S. and Arab Gulf monarchies, and force Russia into a more aggressive and territorial foreign policy. The upshot here is that energy independence will not allow the U.S. to withdraw from the world as it is no longer dependent on Middle Eastern oil producing states, but rather the U.S. will still have to act as the liberal hegemon guaranteeing the safety of global trade, maintaining great power stability, and working to spread democracy so that the international system remains relatively stable.

Writing in Forbes in response, Christopher Helman says that Alter and Fishman baked a faulty assumption into their argument since the price of oil will never get as low as $50 a barrel (and he accuses them of taking liberties with the report that they presumably cite), and that even if the global price did hit that floor, it wouldn’t remain there as unrest in petrostates would cause global prices to skyrocket once more. Another scenario is that OPEC states would cut their production in order to inflate prices back up to $90-$100 per barrel in order to maintain their current levels of government spending. While this criticism may be accurate, Helman is misreading the important takeaway from Alter and Fishman’s piece, which is that there are unintended consequences that emanate from even what appear to be the rosiest of scenarios. In short, U.S. energy independence and lower energy prices will be a great development for the U.S. in many respects, but it will also create a host of negative externalities that will require the U.S. to stay on its toes.

While reading the Alter/Fishman piece, I couldn’t help but think about how their argument applies to Iran and the question of whether a nuclear arms race in the Middle East will ensue should Iran achieve nuclear status. There is a wide-ranging debate over whether this scenario is a realistic one, with no less than President Obama (and thus presumably the CIA and other U.S. intelligence agencies) warning that a nuclear Iran will set off a regional nuclear arms race, and analysts such as my close friend Steven Cook arguing that nuclear dominoes will not fall in the Middle East as Turkey, Egypt, and Saudi Arabia either don’t have the scientific capability and infrastructure or the cash on hand to build their own bombs. I do not claim to have any expertise in this area at all, and Steven certainly knows his stuff, but let’s assume for a moment that of these three candidates, Saudi Arabia could conceivably go nuclear given that the Saudis have the cash to buy the technology and build the infrastructure they would need in a hurry. Let’s also assume that Alter and Fishman’s predictions unfold, and U.S. energy independence destabilizes Saudi Arabia in fifteen years and leads to the fall of the ruling family and the government. Isn’t this in many ways the ultimate nightmare scenario – not that the current governments in the Middle East will become nuclear powers, but that whomever or whatever replaces them will be nuclear powers?

Anyone who knows anything about U.S. foreign and defense policy knows that the most pressing problem facing the U.S. right now is not the rise of China or the fight against al-Qaida. It is the possibility that the Pakistani government will fall and that Pakistan’s nuclear weapons will be taken over by extremists. Only slightly less worrisome is that the lax command and control structure that exists for Pakistan’s nuclear stockpile – and for those who don’t pay close attention to these things, it turns out that the Pakistani government moves its nukes in and out of traffic in barely guarded civilian vans so that we won’t steal them – will lead to a nuke being stolen or even accidentally launched. This is the reason that the U.S. keeps on propping up the Pakistani government and throwing money into a Pakistani black hole despite mountains of evidence that Pakistan is not our ally and actually works to undermine the U.S. in Afghanistan and other places.

Now let’s replicate this situation in Iran, or Saudi Arabia, or any other slightly shaky Middle Eastern state that may be inclined to try and acquire nuclear weapons in response to Iran, and that later falls due to the instability unleashed by the Arab Spring or the instability unleashed by falling oil prices. Or imagine the nightmare that we would be dealing with right now in Syria if Israel had not bombed the Syrian reactor a few years ago and Syria had somehow made a successful mad dash for a nuke, and that instead of worrying about missing Syrian chemical weapons, we were worrying about missing Syrian nuclear weapons. I am not someone who worries about the current Iranian regime actually using a nuke should it develop the capability to build one – although I do worry about the cascade effects of Iran having the bomb and thus making its support for international terrorism and groups like Hizballah largely untouchable – but I certainly worry enormously about what would happen to an Iranian nuke in the chaos following the current regime falling, or a Saudi nuke in the chaos of the monarchy falling. Maybe I have missed the conversation on this issue, which would be understandable since I am not a nuclear policy person, but shouldn’t the conversation surrounding Iran and its nuclear program be a little more focused on the Pakistanization of this problem in a regional context when energy prices fall rather than solely on whether the Iranian regime can be trusted not to nuke Tel Aviv?

The National Security Impact Of The Likud Primary

November 27, 2012 § 3 Comments

On Sunday and Monday, Likud party members got to vote in the Likud primary and choose the list that will stand for Knesset elections in January, and what emerged was the most rightwing Likud in the party’s history. The Likud list is a catalogue of the most strident and hardline voices in the party, with Danny Danon in the 6th spot, Zeev Elkin in 9th, Yariv Levin in 10th, Tzipi Hotovely in 13th, and Moshe Feiglin – who is Bibi Netanyahu’s main intra-party challenger from his right and is not even currently an MK – in 15th. Regular O&Z readers will recognize all of these names, as their exploits make regular appearances on this blog, but in case you need a refresher, Noam Sheizaf has a rundown of their greatest hits. In addition, because of the deal with Yisrael Beiteinu that created the joint list with Likud, it is unlikely that anyone lower than 20th on the list is going to make it into the Knesset, which means that Likud princes and moderates such as Dan Meridor, Benny Begin, and Mickey Eitan are going to lose their jobs as MKs. To get a sense of just how remarkable this is, not only are Begin and Meridor currently Knesset members, they are both ministers and members of the nine person security cabinet, and yet Likud voters just unceremoniously showed them the door. This is not just a changing of the guard from the old to the new, but a serious step to the right. If there was any doubt left that Likud is first and foremost a settler party, it has just been erased.

Plenty of people will spend the next couple of days bemoaning the state of Israeli politics and noting that a Likud government in which someone like Danny Danon might actually be a minister is going to double down on settlements and treat the peace process like a relic from a bygone era. This is all true, and in my humble opinion it’s a terrible development for Israel, but I am not here to state the glaringly obvious. Instead, I’d like to think through the impact of the new Likud makeup on Israel’s defense policy outside of the Israeli-Palestinian conflict.

The immediate result is going to be the involuntary hiatus of Ehud Barak, who announced yesterday that he was quitting politics and would not stand for election in January. While I found the timing of this announcement strange given that Barak’s Atzmaut party, which had been polling at zero Knesset seats, had rebounded in the aftermath of Operation Pillar of Cloud and was looking like it might return to the Knesset with the same five seats it currently has, a couple of smart observers of Israeli politics have convinced me that perhaps it makes sense given the humiliation involved for a former PM barely crossing the Knesset threshold. Amir Mizroch and Robert Danin argue that in resigning, Barak is actually plotting a course to remain as defense minister since he will be viewed as the indispensable general whom Netanyahu will have no choice but to reappoint, and the fact that he is not a member of Knesset will free from him any political constraints. I think it’s quite plausible that this was Barak’s plan yesterday morning and that he may even have been able to pull it off, but he did not count on the events of the afternoon and evening. MKs like Danon and Elkin absolutely detest Barak with every fiber of their being because they have long viewed him as the primary hurdle standing between them and unfettered settlement growth, and now that they essentially control the party, Netanyahu is not going to have the political space to keep Barak as his defense minister. Doing so will cause a riot within Likud and open Netanyahu up to a serious challenge from Feiglin or from his old nemesis (and Washington Generals-type foil) Silvan Shalom, and Bibi is not going to risk that. Instead, I think the Likud primary has guaranteed that Bogie Ya’alon becomes the next defense minister, which also puts him in the pole position to be the next Likud leader once Netanyahu decides to leave the scene.

Aside from silencing Barak and removing his all-encompassing control of Israeli defense policy, I think the new Likud list also makes an Israeli strike on Iran a lot more likely. I have been continuously arguing that one of the primary constraints on an Israeli strike is the makeup of the security cabinet, where four out of the nine members have been unwaveringly opposed to unilateral military action against Iran. Two out of those four are Begin and Meridor, who are now going to be out of the group, and they will almost certainly be replaced by ministers who are more hawkish. The third of the four is Ya’alon, who badly wants to be defense minister and who knows that the post is a potential stepping stone to eventually becoming prime minister. The fact that the defense portfolio is now going to be open might be enough incentive for him to quietly acquiesce to Netanyahu’s plans on Iran in order to get the appointment that he seeks, in which case the security cabinet flips from being divided down the middle to being nearly unanimous in favor of a strike. That does not make a war with Iran a fait accompli, but it does bring the possibility ever closer. One month ago in arguing that the Netanyahu-Lieberman deal was not going to affect the Iran calculus, I noted that “the math in the security cabinet does not change substantially unless Begin, Meridor, and Ya’alon are all excised.” As it turns out, the result of this week’s Likud primary means that the math has now changed, and the impact on Israeli defense policy might be even greater than the impact on Israeli domestic politics.

 

The Big Picture In Gaza

November 19, 2012 § 7 Comments

Since my focus last week was mostly on the particulars of the fighting between Israel and Hamas, I thought I’d try and take a step back and look at some of the larger issues at play here, both present and future. Today’s post is really three condensed into one, and I might expand on some or all of these at length later this week, but it is useful for me to think out loud a bit here and assess what I have been right about, what I have been wrong about, and try and figure out where this whole thing will lead.

First up is Turkey. I noted Turkey’s initial silence over Operation Pillar of Cloud last week, and argued that we should expect to see a tempered response from Turkey and one that is driven by Egypt more than anything else going forward. It looks like one of those predictions was correct, and it wasn’t the one about a tempered response. It took him a couple of days, but Prime Minister Erdoğan opened up on Israel with both barrels on Friday, calling Israel barbaric, accusing Prime Minister Netanyahu of bombing Gaza for “fabricated reasons,” and bringing back his old charge that Israel knows how to kill children very well. As I wrote last week, I expected a Turkish response but I thought it would be a quieter one. I think my analysis was actually correct – and let me reiterate that it took Erdoğan two days to say a thing, which is as out of character as it gets – but what I wasn’t thinking about was that at some point Erdoğan was going to feel the need to respond in a forceful way. Domestic politics and Turkey’s past statements on Israel weren’t going to let Erdoğan just sit this out, and I was too focused on the immediate short term rather than on the pressures that were going to build up the longer this went on. Nevertheless, Erdoğan so far has been deferring to Morsi and the Egyptians, and is sending Ahmet Davutoğlu to Gaza on Tuesday (in contrast to Morsi sending Egyptian PM Hesham Qandil last Friday) with a group of Arab foreign ministers. The point is that despite Erdoğan’s verbal bombast, which I should have anticipated, Turkey is not at all out front on this but is content to be following the crowd, and that is significant.

Next topic is what this whole mess does to the prospects of a strike on Iranian nuclear facilities. I have argued for awhile that opposition from the cabinet, the IDF, and the Israeli public meant that a strike on Iran was not going to happen. I think this might now change for two reasons. First, the rockets from Gaza underscore the threat of missile attacks on Israel, and this is only enhanced by the fact that Hamas has obviously been supplied by Iran with Fajr-5 missiles capable of hitting Tel Aviv. If Iran is giving Fajr-5 missiles to Hamas, many Israelis are going to ask themselves whether the assumption that Iran would never supply Hamas with a nuclear missile is perhaps wishful thinking. It was much easier to not feel it necessary to launch a preemptive strike on Iran when there weren’t Iranian missiles being launched at Israeli cities, and my hunch is that the Iranian component to this is going to make Israelis more hawkish on the subject and think about how crowding in stairwells and bomb shelters is one thing for poorly made rockets and a whole different can of worms for Iranian nuclear missiles. Second, when it comes to the security cabinet and the IDF top brass in particular, the reporting on the subject has left the distinct impression that many of the generals and perhaps Ehud Barak as well believe that Iran is rational in the sense of being deterrable and that Iran would never nuke Israel. The problem now is that Hamas is being pounded by the IDF and from a rational deterrence perspective should have ceased firing rockets long ago, but clearly hasn’t got that message. The people who argue that extreme anti-Israel Islamist groups, irrespective of whether they are Sunni Palestinian nationalists or Shia Islamic revolutionaries, are irrational now have a pretty big datapoint in their favor and will be making their argument loudly and often, and I’d think this will have some effect on the upper echelons of the Israeli security establishment. My own view is that there are significant differences between Hamas and Iran that make a parallel comparison inapt, but the point is not what I think but what many Israelis will think after having gone through the experience of air raid sirens and rockets in Tel Aviv and Jerusalem. Don’t be surprised to see public opinion polls on a unilateral Israeli strike shift in the months ahead.

Saving the most important point for last, there is the question of what Israel hopes to gain long term from the current war with Hamas. The Israelis talk a lot about reestablishing deterrence, although it is certainly an open question whether deterrence in this case is long gone. Jeffrey Goldberg asked on Friday what Israel’s long term strategy is here and argued that there is no way out militarily and that the only viable path is for Israel to demonstrate that it is serious about a two state solution. As it happens, I agree with this completely, but I also recognize that plenty of people find this argument to be naive. After all, Israel has withdrawn from Lebanon and from Gaza, and been met both times with rockets from Hizballah and Hamas. Furthermore, Hamas’s stated goal is not a two state solution but the elimination of Israel, and thus settlements are really ancillary to the picture when it comes to Hamas. These are facts that are tough to get around, particularly in one blog post, so let me reframe this another way. In the last four decades, Israel went from dealing mainly with plane hijackings and stone throwing, to suicide bombs on buses and in pizzerias and hotels, to a constant stream of hundreds of rockets a year on southern Israel and now on Tel Aviv and Jerusalem as well. Over that same period, Israel went from dealing with a stateless and non-governmental Palestine Liberation Organization to a quasi-governmental Palestinian Authority with autonomy over certain areas of the West Bank to a terrorist Hamas controlling Gaza in its entirety, and despite the current military operation Israel is desperately hoping that Hamas does not fall because it is viewed as far more pragmatic than the other fanatical Islamist groups operating in Gaza. Despite Israel’s massive military advantage, by any measure this is not a track record of long term success. It is rather a record of abysmal and abject failure. As awful as Hamas and rocket attacks are, the thrust of recent history suggests that whatever comes next will be that much worse. A new approach is needed that focuses on a political solution rather than a military one and anyone arguing otherwise is being willfully blind to the limits of what the IDF can reasonably accomplish.

What Does Obama’s Win Mean For Bibi?

November 7, 2012 § 5 Comments

As it became clear last night that President Obama was headed for an easy victory, a bunch of people on my twitter feed began speculating – or more accurately, making jokes – about what this would mean for Bibi Netanyahu. The joking actually turned into a serious conversation about whether Obama will somehow punish Netanyahu for his perceived support of Romney and clashes with the president, with some going so far as to speculate that he will tell Netanyahu that no help on Iran is forthcoming. It seems that Netanyahu is worried himself, as he is already clamping down on Likud members who are expressing negative reactions to Obama’s reelection out of fear that it will damage his standing with the White House even further.

Despite what is obviously not a great relationship between the two men, I don’t quite see how Obama’s reelection is going to have much of a negative effect on Netanyahu or the U.S.-Israel relationship at large. This is true for a few reasons. First, as Steven Cook persuasively argued last month, the relationship is institutionalized to the point that personal animosity between the countries’ leaders is not going to have much of an effect, if any. Let’s assume that Obama decides this morning that he wants to put the screws on Netanyahu – what precisely is he going to do? Aid to Israel is controlled by Congress, the joint military and intelligence cooperation is so deeply ingrained that it would take a long time to reverse, and there are deep ties between the two countries at all levels of government, business, and society. There are smaller things that Obama could do on the margins, but the immediate consequences are close to zero.

Second, and I cannot stress this enough, if you think that the myriad of ways in which Obama supported Israel during his first term was just a feint to win an election, then you are falling victim to the same delusion that said Nate Silver and all of the polls predicting an Obama win were deliberately skewing the evidence. Quite simply, there is absolutely nothing to suggest that all of a sudden funding for Iron Dome, joint military exercises, vetoing of anti-Israel UN resolutions, and other similar actions are going to stop now that Obama doesn’t have to worry about senior citizens’ votes in Florida. I will bet any amount of money that there is no drop-off in the administration’s support of Israel in the security and diplomatic spheres, and the folks who think otherwise have a large burden of proof to overcome that cannot be swept away merely by shouting “but he didn’t visit Israel” or “he left Netanyahu waiting while he ate dinner with his family.”

Third, Obama is not very popular among Israelis, and so even if he wanted to punish Netanyahu by trying to interfere in the Israeli election, it just wouldn’t work. Bill Clinton might have been able to sway Israelis when he was president, but Obama does not have the popularity, credibility, or familiarity with Israeli voters to pull of such a move. The fact that Obama was reelected is not going to factor into Israelis’ calculations when they go to the polls, as Brent Sasley helpfully pointed out previously. The idea that Netanyahu now has to be running scared because his hopes to have Romney elected did not pan out is a pretty flimsy one.

Finally, the suggestion that Obama is now going to tell Netanyahu that the U.S. has no interest in confronting Iran makes little sense to me based on previous U.S. actions and Obama’s long record of statements indicating that he views an Iranian nuclear bomb as a real problem. Aside from Stuxnet, crippling sanctions, and an increased carrier presence in the Gulf, Obama has made clear that preventing nuclear proliferation is perhaps the foreign policy issue that he holds most dear. The disagreement between he and Netanyahu over the red line of nuclear capability vs. nuclear weapons is still going to be there, but Obama has held firm to his own timeline so far and he is not going to now somehow make it even more firm because he has been reelected. The bottom line here is that Obama is worried about an Iranian nuclear weapon as well, and he is not going to drop his concerns just because he and Netanyahu do not get along very well.

P.S. For another argument on why the Obama revenge meme is an ill-informed one that focuses on different variables than mine, check out Peter Beinart this morning.

I Don’t Think This Is About Iran, Redux

October 26, 2012 § 1 Comment

Building on my initial reaction yesterday to the new Likud Beiteinu party created by Bibi Netanyahu and Avigdor Lieberman, I have one more important point to add about why I think this deal happened. It seems to me that this was about domestic politics, plain and simple. Netanyahu was nervous about polls showing Likud’s vote share slipping and Labor’s rising, and Lieberman wanted to position himself to head his former party and not have Yisrael Beiteinu suffer the fate of so many other parties like Shinui or what is about to happen to Kadima. This way the two men were able to create the perception of a strong rightwing party that will be able to withstand any challengers and give an air of inevitability to Netanyahu remaining as prime minister and Likud Beiteinu creating the next governing coalition.

Aluf Benn thinks that something else is at work though, which is the creation of a war cabinet to strike Iran. He writes, “The merger with Avigdor Lieberman’s Yisrael Beiteinu party will dissolve any domestic opposition to the war, since after the election, Netanyahu will be able to argue that he received a mandate from the people to act as he sees fit. Ministers and top defense officials will have a hard time arguing with him. From now on, only American opposition is liable to delay, or even prevent, a command to the Israel Air Force to take off for Iran.” He adds that Ehud Barak, Benny Begin, and Dan Meridor will be marginalized or pushed out completely and that Lieberman will push the cabinet into radical foreign policy positions that Netanyahu will no longer be able to disavow.

This analysis is plausible on its face, but I think there are a few problems with it. First, it’s not enough to just declare absent compelling evidence that every move Netanyahu makes is with the intent of striking Iran. Plenty of people said the same thing when Netanyahu made the deal with Kadima despite the fact that Mofaz had been on record as opposing a strike, and obviously the short-lived unity government did not make any moves on the Iran front. Bibi’s obsession with Iran is well documented, but he has other concerns as well, such as political survival and consolidating his position, and this seems so clearly aimed at doing just those things that I don’t see why the simplest explanation here is not the right one.

Second, looking at what Benn actually argues, I don’t think it is correct to assert de novo that this gives Netanyahu a mandate for anything. For that to occur, the new LB party has to win an unusually large number of seats and Netanyahu has to campaign specifically and primarily on the Iran issue. Netanyahu is probably counting on about 45 seats, which is roughly what you get from adding up where Likud and YB were in public opinion polls, but I think there is a significant chance that the number is less than that. Lieberman is a polarizing figure, to say the least, and he could easily scare away some Mizrachi and more religious Likud voters. It is also possible that Russian YB voters who were mainly voting for the party based on its advocacy for Russian olim will be disenchanted and feel that Lieberman has sold out their core interest in the pursuit of greater personal power. If that happens, then Netanyahu’s alleged mandate is not going to be quite as strong as Benn predicts, and I don’t quite understand why ministers and generals would have a hard time opposing him. Even if he does get 45 seats, that doesn’t seem like it will all of a sudden cow Likud members like Meridor, Begin, and Bogie Ya’alon into reversing their positions, or convince the IDF leadership that their reservations on Iran have been wrong.

Third, there is the fact that, like Mofaz before him, Lieberman is not necessarily an Iran hawk. The reports are that he originally opposed a strike and was then convinced to change his position, but it’s obviously not on the top of his agenda. Lieberman cares much more about undermining the Palestinan Authority and taking a hard line on peace process issues and territorial concessions, so if there is any foreign affairs implication from yesterday’s announcement, it is that the two state solution is now even more endangered. Lieberman is going to take many radical positions; of that I have no doubt. The question is whether those positions will have anything to do with Iran, and I’m not sure that they will. He may support a strike, but he is not going to be strongly and constantly advocating one. The math in the security cabinet does not change substantially unless Begin, Meridor, and Ya’alon are all excised. One also must consider who the rest of the coalition is going to include, since 45 seats still means that Netanyahu is going to have to rope in Shas, where Eli Yishai is opposed to a strike, or one of the center or left parties, and Tzipi Livni, Yair Lapid, and Shelley Yachimovich are certainly not guaranteed to vote the way Netanyahu wants on Iran.

In looking at yesterday’s merger, does it strengthen Netanyahu’s hand by giving him a larger number of seats? Yup, it does. But he still has to contend with opposition in Likud, opposition in the IDF, opposition from other potential coalition partners, and opposition from the public. In short, aside from making generalizations about the prime minister’s increased clout and murky electoral mandates, I don’t see how this makes a strike on Iran a foregone conclusion by any means.

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