October 1, 2015 § Leave a comment
I’ll be writing an Israel Policy Forum column every Thursday and cross-posting it here. The first one just went up and the original can be found here.
For my first column as IPF’s new policy director, I thought I’d explain why I decided to join IPF and what I hope to do with this space in the weeks and months ahead. Some readers may know me from my writing and analysis in other places, but for those who don’t, before coming to IPF I was the program director of the Israel Institute, an organization dedicated to expanding the study of Israel in universities and think tanks around the globe, and I have been writing about Israel in a variety of academic and policy journals, magazines, and blogs for years. Having seen the full array of research and approaches to analyzing Israel in both the academic and policy worlds, I have a strong sense of the diverse views people of all stripes have about Israel’s challenges, policies, and decision making. There is little question in my mind that we are at an enormously important moment for two crucial issues – the direction of Israel’s future identity and the direction of the U.S.-Israel relationship – and IPF is a perfect organization from which to explain and analyze these trends, and to influence the direction in which they head.
For years now there has been lots of overwrought analysis about the death of the two state solution. Each passing year brings new facts on the ground, new attacks on Israeli civilians from Gaza, newly expanded or constructed settlements, and newly hardened attitudes on both sides to compromise and empathy for the other party. We frequently hear about each ignominious milestone marking the last chance for two states and that Israel and the Palestinians are at the point of no return. I do not, and never have believed, that this is true, for the simple reason that as bad as things get – and I don’t mean to imply that the situation is not dire on many fronts – the two state solution is the only viable one that exists. A bi-national state would devolve instantly into civil war and mass violence, and a state in which Israel annexes the West Bank but does not grant full rights to its non-Jewish citizens will collapse under the weight of international sanctions and opprobrium. In the long term, the only possible path is separation from the Palestinians, with a Palestinian state alongside Israel.
Nevertheless, the short term is still a frightening thing to ponder, and I am not nearly so confident about precisely how Israel manages to right the ship. Just because two states is the only viable solution does not automatically mean that it will come to pass. Taking stock of the current environment, Israel is becoming increasingly nervous about its regional security environment (in some ways that I think are justified and in others that I think are not) and thus more reluctant to make any concessions that upend the status quo; becoming more entrenched in the West Bank both physically and attitudinally; facing what looks to me to be the beginnings of a third intifada brewing in Jerusalem over the status of the Temple Mount, which is the most nightmarish of scenarios; experiencing more political gridlock with each successive election and attempt to build a sustainable coalition; undergoing largescale social changes that are transforming the makeup of the IDF and society at large and causing new conflicts over the religious-secular balance, military and national service, immigration, and what it means to be a Jewish state, among other things; and facing the most serious international push in Israel’s relatively brief history to delegitimize the state and turn Israel into a pariah subject to sanctions and boycotts in a variety of forums. Given all of these pressures and the multitude of responses from the Israeli government and different actors within the system, I don’t know anyone who can say with any definitive certainty what Israel will look like in ten years, and whether the balance of being a Jewish and democratic state will tilt in one direction or another. Israel’s very identity is in flux, and tracking where it goes is going to be one of the most engrossing issues of the next decade.
Not only is Israel at a crossroads internally, it is also in the midst of real upheaval regarding its ties with the United States. The U.S. has been Israel’s patron for decades and oftentimes seems like its only true friend in the international arena, and the relationship has been beneficial to both sides on a variety of fronts. The Obama-Netanyahu relationship has been rocky, to put it charitably, and it has influenced the ways in which political elites in both countries view bilateral ties, and the way in which American Jews view Israel. No serious observer without a partisan axe to grind believes that strong U.S.-Israel ties are going away anytime soon, but certainly there are different degrees of strength, and it is an open question as to what the future holds. While bad blood between the president and the prime minister is often blamed for the hiccups in the relationship, the truth is that there are real and serious policy differences between the two governments that transcend the current occupants of the White House and Beit Agion. What does the U.S.-Israel relationship look like if there is robust military and security cooperation but the political relationship suffers? What happens if Israel is subject to a sustained campaign of boycotts from the European Union? How are bilateral ties affected as Israel develops closer ties with China and as Russia increasingly becomes an assertive player in the Middle East? What will be the effect of Israel rapidly becoming a partisan issue in Congress? Most crucially and interestingly, what does the U.S.-Israel relationship look like as the relationship between Israel and American Jews is transformed? None of these questions are easy, and they are going to consume those who care about the U.S.-Israel alliance and those who have spent their lives both in and out of government sustaining it.
While I have spent, and will continue to spend, much time writing about these issues as objectively as I can, I have always been open in my view that Israel must remain both democratic and Jewish, that the U.S.-Israel relationship must remain strong for both sides’ benefit, and that the only way to ensure these outcomes is via the two state solution. IPF is an organization that is dedicated to these principles and has advocated for them through educational initiatives and marshaling the American Jewish community to get behind them. I am excited to be part of an organization that has the ability to influence the direction of these issues about which I feel so strongly.
I hope to use this space going forward for a number of things, from arguing in favor of the solutions that I and IPF as an organization believe are the most viable, to opining on Israeli politics and the American Jewish scene, to analyzing American foreign policy in the Middle East. We will also be launching a blog that will be updated more frequently than this weekly column, and featuring voices that are newer and perhaps not as familiar to some, along with more timely posts on issues in the news. IPF has the infrastructure and resources to be a unique and credible source for information, analysis, and commentary on Israel, American Jewry, and the U.S.-Israel relationship, and I want to help strengthen and expand IPF’s reach and credibility. So if you’ve read this far and like what you’ve seen, please keep coming back and stay tuned for much more ahead.
September 24, 2015 § 4 Comments
I know that I have been neglecting the blog lately in a serious way (some of which was for good reasons such as the birth of my daughter, and some of which was for not so good reasons such as having a lazy summer), but that is soon to be remedied due to some news on the professional front. As of last week, I am the new policy director for the Israel Policy Forum, an organization that will be familiar to regular readers as I have mentioned it before as one whose goals and motivations track very closely with my own. In IPF’s own words, “Israel Policy Forum is a non-profit, non-partisan organization that provides resources and advocacy for a strong, Jewish and democratic state at peace with its neighbors. IPF convenes forums and publishes commentary and analysis that promote pragmatic strategies for achieving regional peace and security. IPF mobilizes policy experts and community leaders to build support for those ideas in the U.S. and Israel.” It’s a unique organization in many ways and difficult to pigeonhole, but think of it as a think tank with a dedicated policy mission that combines objective analysis with advocacy for its goals. I will be doing many things as policy director, but since IPF asked me to come on board to provide the organization with a clear voice and message, my primary task will be to establish IPF as (hopefully) an unparalleled source for analysis and commentary on Israeli politics and society, the internal politics of American Jewry, and the ways in which regional dynamics in the Middle East affect Israel. I will be writing a weekly column for IPF along with starting up a collaborative blog on IPF’s website, and so if you have enjoyed my writing in the past, there will now be lots more of it and more regularly than it has been for the past few months. For those of you who have been readers from the beginning and remember when I used to write a post every day, I shall be returning to a pace much closer to than than what it has been over the past year. So I hope that I still have some dedicated readers left after my months of neglect, and if you promise to keep coming back, I promise to have a lot more writing ahead.
What does this mean for O&Z? Good question. Any column I write for IPF about Israel will be cross-posted to this blog, so you need not worry about ever missing anything substantial I write on the subject if you are a regular O&Z reader or subscriber. Since the IPF blog is not my own proprietary piece of Internet realty and will feature other writers as well, however, I encourage everyone to check it out once it is up and running in the next month.
You’ve covered the Zionists; how about the Ottomans? Rest assured that I have no intention of neglecting my writing on Turkey. As even casual observers of the news are aware, Turkey is going through serious political and social upheaval, with another election coming on November 1 and constant developments related to the Syrian civil war. I will continue to opine on Turkey as I always have, and for those who doubt my commitment, I have a new piece in the American Interest – at 6000 words the longest piece I have published to date, I believe – on the past, present, and future of U.S.-Turkey relations, and how the U.S. should best view Turkey going forward if it is to maintain any type of productive strategic and tactical bilateral relationship. Please go over to the American Interest and check it out, and as usual, here is a taste to whet your appetite:
On June 7, Turkish voters went to the polls to decide the makeup of their next government. When Turkey last held legislative elections in 2011, the ruling Justice and Development Party (AKP) was riding high on a decade of record economic growth, newfound influence in the Middle East, and an international consensus that Turkey was more democratic than it had been at any time since the founding of the Turkish Republic in 1923. Four years later, that narrative had soured on nearly every front. The economy had slowed considerably, Turkish foreign policy had become bogged down in a Syrian quagmire partially of Ankara’s own making, and the government had launched any number of assaults on Turkish liberties and Turkish citizens in response to threats real and imagined. On top of this, President Recep Tayyip Erdoğan had turned an election in which he ostensibly was not participating into a referendum on his ambition to transform Turkey’s political system into one with a super-empowered presidency. The AKP entered the election with its past record in question and its future plans—including its very hold on a majority of the seats in the Grand National Assembly—in flux for the first time since coming to power 13 years before.
The relationship between Turkey’s ruling party and its citizens is not the only one that is highly volatile these days. Much as the AKP has suffered a bumpy ride domestically over the past few years, so has Turkey’s relationship with the United States. The “model partnership” that Prime Minister Ahmet Davutoğlu used to wax so eloquently about—established during the heyday of relations between President Obama and Erdoğan, when Obama listed the Turkish leader as one of his five closest foreign confidantes—has given way to a far different reality. Erdoğan and other Turkish officials now regularly take potshots at the United States, accusing President Obama of not caring about his own Muslim citizens and American news organizations of inappropriately meddling in Turkish affairs and seeking to “bring down” the “New Turkey.” On the U.S. side, former ambassadors to Ankara have called for the U.S. government to take a tougher approach toward Turkey rather than treat the government with kid gloves, and it has become accepted wisdom in Washington that the U.S.-Turkey relationship is so broken and dysfunctional as to be nearly unsalvageable.Despite the unpleasantness on both sides, U.S.-Turkey ties are far from dead and buried. While the Obama Administration has become disappointed with the limits of what Turkey can and will do to further American interests in the region, it continues to hope for greater Turkish buy-in on a range of policy issues. This delicate tightrope walk has entailed abandoning grand plans that involve an over-reliance on Turkey while avoiding too much public criticism of Ankara so as not to drive the Turks away. Rather than assume that Turkey is a consistent partner, the White House has adopted more of an a la carte approach, working with the Turkish government on issues that are of mutual interest and papering over any clashes on issues that aren’t.
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