Does What Palestinians Want Matter?
November 5, 2015 § 5 Comments
Yitzhak Rabin was no doe-eyed peacenik. He did not believe in the Palestinians’ good intentions. He was convinced that ceding the West Bank to the Palestinians was necessary to preserve Israel as a Jewish state, but was under no illusions that doing so would cure all ills and turn the land between the Mediterranean Sea and the Jordan River into Switzerland. Above all, he was a champion of incrementalism, not allowing the perfect to become the enemy of the good and dictate inaction.
I bring this up during the week that we mark twenty years since Rabin’s assassination because of a much-discussed long piece in Mosaic by Daniel Polisar that looks at hundreds of polls of Palestinian attitudes to ascertain what it is that Palestinians want. Polisar cites polls showing large majorities of Palestinians supporting armed attacks against Israeli civilians; justifying and supporting violence as a means to extract Israeli concessions; convinced that Israel wants to annex the West Bank and expel all of the Arabs; asserting that Israel wants to destroy al-Aqsa and replace it with a synagogue; denying Jewish history in the land; and so on and so forth. The picture that emerges is an ugly one of Palestinians harboring ill will toward Jews, not being willing to accept Israel, and ensuring that Israel is fated to live in an eternal state of war. It is not unreasonable to read the thousands of words that Polisar dedicates to documenting Palestinian survey responses about Israel and conclude, as many have, that Israel cannot and should not ever grant the Palestinians a state of their own in the West Bank, since to do so would be to take an irreversible step that would place Israel in grave danger.
However, to reach this conclusion would be the wrong response to this data, and this perhaps more than anything else is the lesson to be gleaned from Rabin’s legacy. There are two basic ways to approach the bleak picture painted by Polisar’s review of Palestinian opinion (and this comes with the caveat that I have not read through all 330 of the polls that Polisar has analyzed, so I will have to take it on faith that the picture he paints is an accurate and contextual one). The first is to say that Palestinian hatred and rejection of Israel is immutable, not primarily driven by anything that Israel has done and implacably unresponsive to anything that Israel will do in the future. For instance, in discussing the manner in which Palestinians view Jews, Polisar cites a 2011 Pew Research Center poll in which only 4% of Palestinians held favorable views of Jews, and 52% of Palestinians claimed that some religions were more prone to violence than others with 88% of those citing Judaism as the most violent offender. This type of attitude does not seem like it will change any time soon given the incredibly lopsided numbers, and in Polisar’s conclusion he writes, “Could anything change this state of affairs? It seems highly improbable that the Palestinian masses, whose views have been relatively stable for so long, will spontaneously shift gears in the foreseeable future… Similarly farfetched, but for other reasons, is the idea that Israeli leaders, by modifying their rhetoric or restraining the reactions of the security forces, can appreciably dampen Palestinian support for violence.”
There is, however, another way to approach this data, which is that Palestinian hatred and rejection of Israel is largely a response to Palestinian historical experience, and while this never justifies the deadly targeting of civilians it has engendered, it suggests that Israeli action can indeed dampen support for Palestinian violence. As a useful exercise, let’s look at another country’s response to the same questions in that 2011 Pew poll. In this country, only 9% of non-Muslim respondents had a favorable view of Muslims, and of the 63% of respondents who agreed that some religions were more violent than others, 91% fingered Islam as the most violent. Is immutable hatred at work here as well? If you haven’t already guessed which country this is, it is Israel. The overwhelming majority of Israeli Jews, American Jews, and supporters of Israel worldwide – and I am in this category – would reject the view that these numbers are driven by anything other than Israel’s experience with Palestinian terror, rejectionism, and violence, but it is always more difficult to see the context on the other side than it is on your own. It is foolhardy to pretend that Palestinians’ experience with statelessness, Israeli occupation of the West Bank, and dual standards for Israelis and Palestinians both inside and outside the Green Line does not contribute to Palestinian attitudes in a major way.
Let’s bring this back to where we started, with the legacy of Rabin. A Rabin approach to the Palestinians – one that looks at the longterm and existential threats to Israel and shapes the strategic environment in the face of those threats – dictates a two state solution and separation from the Palestinians in the face of these survey numbers irrespective of how you interpret them. If you think that Palestinians will eternally hate Israel and want to kill Jews, then deepening a situation where Israelis and Palestinians are intertwined throughout the West Bank is sheer madness, and presents a security nightmare with no permanent solution. The only possible way out is a divorce with a heavily guarded and patrolled border in between Israel and Palestine. Likewise, if you think that Palestinian hatred of Israel is driven in some part by Israel’s presence in the West Bank and the consequent lack of a Palestinian state, then reversing course will indeed have a constructive effect on Palestinian attitudes that support violence against Israelis. Israel cannot be held captive by Palestinian attitudes or wait for them to change, but must act according to its own interests and without regard to what it sees on the other side.
I heard Dan Meridor last week repeatedly make the point that Israel is paralyzed by a lack of leadership, and he referenced the examples of Menachem Begin and Anwar Sadat as leaders who would not have taken the steps they did in service of peace between Israelis and Egyptians had they been enslaved to public opinion. While Israel may be facing hostile Palestinian public opinion, the fact is that the Palestinian Authority, while far from perfect, has demonstrated its willingness under Mahmoud Abbas to work with Israel and prevent violence from erupting in the West Bank. Prince Turki al-Faisal, who spent a quarter century as the Saudi Arabian intelligence minister and also served as ambassador to the U.S., told IPF last week in a meeting that the Arab world would like to engage Israel, and that the Arab Peace Initiative is not a take-it-or-leave-it offer but one that is open to negotiation and awaiting an official Israeli response. The upshot is that there is an opening here for Israel to do something constructive no matter what Palestinians think. Were Rabin still alive, he would undoubtedly take advantage of this opening and run through it.
A Glimmer of Light Through the Clouds
October 8, 2015 § 7 Comments
This piece can also be found on IPF’s website here.
These are not auspicious times for supporters of two states. The generally despondent mood was captured by Chemi Shalev this week in a column where he declared the death of whatever remaining optimism to which he had been clinging, and resigned himself to Israelis and Palestinians never resolving their differences and continuously battling – a “war of the cowards” in his formulation. This comes on the heels of Mahmoud Abbas’s UNGA declaration that the Palestinian Authority no longer feels bound by the Oslo Accords and will pick and choose which elements it cooperates with; the mounting terrorist attacks targeting Israelis of all stripes and ages; the unrest wracking Jerusalem and its immediate environs; and the rumbling conflict and potential wider conflagration over the Temple Mount.
The most immediately pressing problem is the intifada that is taking place in Jerusalem, despite the reluctance of most politicians and other observers to call it what it is. There are multiple attacks and arrests taking place every day, too many incidents of rock throwing to catalogue, seizures of caches of weapons and firebombs, and entire neighborhoods in Jerusalem that are rapidly becoming battle zones. This does not even take into account what is going on in the West Bank, where attacks and arrests are both up as well, or the riot in Jaffa on Tuesday night. The intelligence and security forces have assured Prime Minister Netanyahu that there is no intifada yet, only a wave of increased violence, but this is a distinction without a difference that is based on an outdated fallacy. The fallacy is that an intifada can only erupt with the complicity of the Palestinian leadership, and since Abbas and the Palestinian Authority have been cracking down and trying to prevent the violence from spinning out of control, ipso facto there must not be an intifada.
This ignores a very basic lesson in political science, which is that just because something has always happened in one particular manner does not mean it is fated to always unfold the same way. Civil uprisings have a logic of their own, which is what makes them so difficult to predict. One of the main lessons of the inaptly termed Arab Spring is that Middle Eastern authoritarian governments –which the PA most certainly is – do not have absolute control over their subjects, and this is particularly the case for regimes that are already hampered by questions of legitimacy. Just because the first and second intifadas were encouraged and planned by the Palestinian leadership does not mean that the next one must take the same path. The PA does not have a monopoly on violence in the territory under its control, and nationalist entrepreneurs seeking to foment civil unrest for their own political goals will not necessarily heed the PA’s preferences or follow its lead. In addition, Palestinian politics is more fragmented than it was fifteen years ago, and Hamas and other even more extreme groups do not have the same incentive structure as the PA. Finally, given what we have seen from seemingly leaderless social movements around the globe over the course of this decade, expecting the PA to turn the intifada switch on or off at its discretion may be foolhardy.
Adding to the tension is that the current unrest is centered around Jerusalem and the Temple Mount. While the second intifada was set off following Ariel Sharon’s Temple Mount visit but was not driven by the Mount itself, the recent increase in violence is centered almost entirely around the Temple Mount and the allegation that Israel is attempting to alter the status quo that establishes the plaza as a site exclusively for Muslim prayer. Anything having to do with the Temple Mount is inevitably explosive given that it is a symbol simultaneously religious and nationalist for both sides, and the fact that actors who should know better – such as Abbas and King Abdullah of Jordan – are fanning the flames by making grossly exaggerated accusations about Israeli actions only furthers the prospects of violence spreading out of control.
It is not only the Palestinians or the Jordanians who are using attacks on Israelis to further their own political ends, but members of the Israeli government as well. The more hardline rightwingers in Netanyahu’s coalition, including ministers from Likud such as Haim Katz and Yariv Levin and Habayit Hayehudi ministers Naftali Bennett and Ayelet Shaked, have been agitating that Netanyahu needs to adopt harsher responses to terrorist attacks on Israelis, and some went so far as to demonstrate outside his house in protest of policies that the government in which they serve has adopted. Netanyahu batted them down earlier this week by implicitly threatening to disband the government should the friendly fire continue, but adding a dose of political unrest to the soaring civil unrest makes for a poisonous mix.
So what is the silver lining, if any, to be found in this doom and gloom? It is that Netanyahu is actually behaving like the reasonable adult in the room and doing his best to prevent the situation from spiraling further downward. Aside from appearing to finally understand the threat that expanded settlement activity poses to Israel internationally and continuing to enforce an unpublicized settlement freeze, Netanyahu is doing his best to actually maintain the status quo on the Temple Mount despite the enormous political pressure on him to establish new facts on the ground (and despite the inherent injustice of preventing Jewish prayer at Judaism’s holiest site). Furthermore, Netanyahu has ordered the police to ban all government ministers and MKs from the Temple Mount, an extraordinary step that speaks to how seriously he understands that there will be no capping the eruption should tensions over the site escalate.
Folks on the left and the center tend to come down hard on Netanyahu – and rightly so – when he does and says things for his own political gain that deepen Israel’s isolation or contribute to illiberal trends in Israeli politics and society, yet Abbas is often given a free pass due to the uncomfortable political situation in which he must operate. While the estimation of the Israeli security establishment is that Abbas is doing his best to tamp down the violence erupting throughout Jerusalem and the West Bank and that Israel is going to miss him enormously when he is gone, this is not the whole story. He certainly deserves credit for all positive steps, but the fact that he has his own political survival at stake should not inoculate him from criticism over fanning the flames on the Temple Mount, or refusing to condemn terrorist activity that can in no way be chalked up as legitimate political protest or civil disobedience or resistance against an occupying power. The Israeli occupation is not a trump card when it comes to irresponsible rhetoric that will inevitably lead to incitement or the murder of civilians, and holding Netanyahu to an exceedingly higher standard than Abbas is the soft bigotry of low expectations.
A rightwing Israeli prime minister who presides over the narrowest possible coalition in the Knesset and is under constant assault from those to his right, whose commitment to two states is in question, and who has spent decades caving to the most irredentist elements of his party and coalition, has now halted new settlement growth, banned elected officials from the Temple Mount in an effort to protect exclusive Muslim rights on the site, and has so far refrained from a large and public show of force in the West Bank in response to multiple firebomb attacks, shootings, and stonings, all in recognition of the fact that the volume must be turned down in a major way. While some of these actions may be less just than others (and the Temple Mount issue in particular is one that I will write about in depth next week), they all point to a prime minister putting pragmatism over politics for the moment. Shalev opens his otherwise depressing column by noting how anyone watching Anwar Sadat emerge from his plane at Ben Gurion Airport in November 1977 could not help but believe that miracles do happen, and that it showed how calamity could transform into opportunity. Let’s hope that Netanyahu’s new leaf demonstrates that history always holds open the possibility of new beginnings.
Lessons To Be Learned From Netanyahu’s Victory
March 18, 2015 § 9 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.
Who’s Going To Win Tomorrow’s Israeli Election?
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
