Why The Chinese Plan For Mideast Peace Matters

May 13, 2013 § 2 Comments

The most consequential development for the long term prospects of a more stable and peaceful Middle East that took place this week was not John Kerry’s effort to move Russia closer to the American position on Syria and take steps toward negotiating a political transition, nor was it the news that Israel has quietly implemented a freeze on new settlement construction in the West Bank that may lead to new negotiations with the Palestinians. Rather, it was the lightly scoffed and derided announcement of a Chinese plan for Israeli-Palestinian peace that covered no new ground and relied on the tired formula that has been in place now for decades. The Chinese plan, presented to Mahmoud Abbas in Beijing while Israeli Prime Minister Netanyahu was being feted in Shanghai, recycles the ideas that are generally recognized to be the eventual key to a settlement – an independent Palestinian state in the West Bank with East Jerusalem as its capital, an affirmation of Israel’s right to exist and genuine need for security, an emphasis on land for peace and the need for any resolution to the conflict to be a negotiated one, and calls for greater international involvement in bringing both sides to the table. In essence, the Chinese plan is the equivalent of a blue-ribbon commission report that calls for the same measures as the previous blue-ribbon commission report on the same subject. The plan was dismissed by some as not mentioning anything new, and was dismissed by others as being too tilted in the Palestinians’ favor, and the widely held assumption is that this brief Chinese foray into the peace process will soon be forgotten.

While it is true that China’s four-point peace plan covers no new ground and has no greater chance at being implemented or moving the needle on negotiations than any previous U.S., European, or Quartet initiatives to date, the fact that China has even waded into these waters is monumentally significant. The Chinese peace plan is much greater than the sum of its parts, as it indicates a real willingness on China’s part to be an actual stakeholder in the international system and to begin using its status to solve problems and be a force for stability. That China has chosen to step forward on the Israeli-Palestinian dispute speaks volumes given the symbolism of this particular issue.

The Israeli-Palestinian conflict is the Rolls Royce of international problems; it is very big and shiny and everyone wants to be seen riding in it. Not only has it lasted for decades, it is enormously high profile and solving it has been the dream of too many American presidents and U.N. secretaries general to count. Despite the fact that everyone knows how it will eventually be resolved, it plays an outsize role in diplomacy given its salience to hundreds of millions, if not billions, of people in the West and the Middle East, and it elicits strong opinions from people who have no direct connection to it other than what they see and read in the news. By choosing to offer its own plan for Israeli-Palestinian peace, no matter how overworn and unoriginal, China is signaling that it understands its international responsibilities as the world’s most populous country, largest military, and second largest economy. The details of the peace plan do not particularly matter; what does matter is that China is making an effort.  It is no accident of history that the Quartet tasked with solving the Israeli-Palestinian issue is made up of the U.S., U.N., European Union, and Russia, but does not include China, as China has never indicated any willingness to be involved. As a country with a reputation for caring only about its quest for natural resources while sitting on the sidelines and generally obstructing any constructive efforts to solve global problems, the fact that China is trying to be proactive in the most high-profile global problem of all is a good sign.

The cynical take on this is that China is only now getting involved in an effort to curry favor with oil-rich Gulf Arab countries, curry favor with Israel now that it has massive natural gas fields coming online, or both. Yet even if this is the case, a greater Chinese effort to take ownership of this issue will cause greater Chinese involvement on a host of global governance issues whether China wants it or not. Once China becomes involved in the Israeli-Palestinian scene, it will be harder to walk away from other areas in which China does not have an obvious stake. China might actually even be able to break a deadlock on the Israeli-Palestinian front despite having nothing new to say just by virtue of being a new party with some credibility on both sides, and a larger role in other regional issues for China that do not have an obvious impact on Chinese economic interests, even if it is being done to counter American power in the Middle East, will mean that China is at least accepting that to be a world power means not letting international problems fester.

One of the big picture problems in international relations over the past decade has been how to get China to be a responsible stakeholder in world affairs and use its influence in a way that benefits the entire globe. To the extent that China begins to insert itself into other thorny problems in the Middle East, such as the Iranian nuclear standoff or the Syrian civil war, it will hopefully portend a positive trend for tamping down upheaval in the region. As much hard and soft power the U.S. brings to bear on regional issues, it clearly cannot solve problems alone, and having another major outside power exert a responsible influence – as China seems to be doing now with North Korea – can help alleviate some of the burden on the U.S. and add another powerful impetus for warring parties to come to agreements to end conflicts. China’s particular solution for a lasting peace in the Holy Land might seem like a small and unimportant story, but the bigger story here is what its foray into peacemaking means for its larger role in the world.

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The Apology And What Comes Next

March 25, 2013 § 6 Comments

As everyone knows by now, on Friday Bibi Netanyahu talked to Tayyip Erdoğan (for the first time since Netanyahu was elected in 2009!) after being handed the phone by President Obama and apologized for operational mistakes causing the deaths of nine Turks aboard the Mavi Marmara in 2010. Netanyahu also agreed to pay compensation to the families of the deceased, and both men somewhat fudged the issue of the Gaza blockade by noting that Israel has already lifted some restrictions and pledging to work together going forward to ease the humanitarian situation in Gaza. This formula should not be surprising; in November I wrote the following:

All this aside, there seems to me to be an obvious out here. As I mentioned above, the real long term sticking point here is the demand that Israel end the Gaza blockade, but the imprecise language makes this a point that can easily be massaged. Israel is not going to end its naval blockade, particularly given the renewed focus on Iranian missiles that are being shipped to Sudan rather than directly to Gaza in an effort to avoid the Israeli navy. There is also, however, the land blockade that is enforced by both Israel and Egypt, and if Israel and Egypt jointly loosen restrictions on the land crossings to allow more goods in and out of Gaza, then Israel and Turkey can both reasonably claim victory, and it might pave the way for the countries to make up. Unless something changes though, feel free to ignore any and all news reports about secret talks and back channel negotiations between Ankara and Jerusalem.

As readers of this blog know, I have maintained for awhile that Israel was ready and willing to apologize to Turkey but that I did not think Turkey was prepared to accept an apology given the domestic political benefits for Erdoğan and the AKP of feuding with Israel. Indeed, over the past few months there have been reports of Ahmet Davutoğlu and other Turkish officials rebuffing Israeli attempts to meet and lay the groundwork for a rapprochement. That the apology was suddenly offered and accepted took me by surprise, and got me thinking about what would make Turkey change its calculus. I wrote a piece for Foreign Affairs identifying Turkey’s suddenly more pressing need for better intelligence in Syria given the chemical weapons angle and Ankara’s desire to meet its energy demands through channels other than Russian natural gas as the primary reasons, and noting that the timing here is also related to the successful talks with PKK leader Abdullah Öcalan. Here’s the core of the argument:

For Ankara, the Syrian crisis has been a major headache. Turkey has suffered a loss in trade, been forced to rely on NATO for Patriot missiles to defend against border threats, and accepted just under half a million Syrian refugees. Ankara’s demands for Assad to step down have fallen on deaf ears, and its requests for NATO intervention in the form of a no-fly zone and heavy arms for the Syrian rebels have also been brushed aside.

All this has been unfortunate for Turkey’s leaders, but it was the recent introduction of Syrian chemical weapons into the equation that really changed Turkey’s calculus; now more than ever, the country needs better intelligence and allies to bring an end to the civil war or at least prevent it from spilling over. Turkey cannot afford to have chemical weapons used anywhere near its border with Syria, and the longer the fighting goes on, the greater the chances of a chemical weapons strike gone awry. Israel simply has better intelligence on regional developments than Turkey does, and Turkey can use that help to monitor Assad’s weapons stores and troop movements on both sides. In addition, whereas the United States and other NATO countries have been reluctant to support the Syrian rebels in any meaningful way, Israel has a greater incentive to make sure that the moderate Sunni groups prevail over the more radical jihadist elements of the opposition. As the situation in Syria heats up, Turkey and Israel will be thankful that they can talk to each other and coordinate.

Another area in which Turkey needs Israel’s assistance is energy. Turkey’s current account deficit, which stood at $48.8 billion in 2012, is almost entirely a result of the country’s reliance on oil and natural gas imports; Turkey has no natural resources of its own. Furthermore, Turkey is paying through the nose for both Russian and Iranian natural gas, due to onerous price contracts. Earlier this month, I talked with a number of people in Turkey — government ministers, opposition politicians, business tycoons, and trade group leaders — and they all mentioned Turkey’s growing energy needs and lamented the country’s overreliance on Russian and Iranian natural gas. Israel, meanwhile, has just discovered two major natural gas basins, the Tamar and Leviathan fields, off its coast in the Eastern Mediterranean. Since Turkey has no hope of smoothing over ties with Cyprus, its longtime adversary, which has been the other main beneficiary of the Mediterranean gas boom, it will likely turn to Israel as a natural gas supplier. With Turkey’s economic growth slowing, Israel’s potential as a partner makes reconciliation more attractive now than at any point in recent years.

Because it is – in my view – Turkey that changed its mind on reconciling, I focused on the Turkish side of things in the FA piece, so I thought I’d now write a little bit about the Israeli side. From Israel’s perspective, making up with Turkey has made sense for awhile now, and the reasons to do so only grew stronger with each passing day. First, there is the regional dynamic in the Middle East, which is hardly trending in Israel’s favor post-Arab Spring. While I do not think that Israel has anything to fear from new governments in the region, the upheaval has opened up power vacuums in the Sinai and Syria that allow hostile non-state actors to operate with impunity. Add to this the existing threats from Hamas and Hizballah and the distinct possibility that the Jordanian government falls, and Israel desperately needs any friend who will have her. Making up with Turkey means that at least Israel is not entirely alone in the region, and being able to coordinate with Turkey and with Jordan (so long as King Abdullah remains in power) will be extremely helpful in containing the spillover threat from Syria. While I highlighted the urgency for Turkey in my FA piece, Israel’s biggest concern with regard to the Syrian civil war has always been the transfer of chemical weapons to hostile non-state actors, and now that the chatter around chemical weapons has increased, apologizing to Turkey took on an urgency for Jerusalem that was absent before.

Second, Turkey has successfully blocked Israel from NATO military activities and summits, and the ability to get back in the game has always been important to the Israeli government. While the Noble Dina naval exercises with Greece and the U.S. that Israel began doing in 2011 are nice, they are a poor substitute for Israel being able to use the vast Turkish airspace for aerial training or being able to participate in NATO military exercises. Israel has attempted to ramp up its military relations with Greece and Cyprus in response to the freeze in relations with Turkey but this has always been a suboptimal solution, and Israel has felt this acutely as the government has become increasingly preoccupied with possible threats from Iran. Furthermore, Israel’s defense industry has had billions of dollars in contracts with Turkey suspended by Ankara, and being able to resume sales to Turkey should provide a nice jolt to the Israeli economy.

Nobody should expect Israel and Turkey to go back to where they once were. Turkey does not feel as alone in the region as it once did, there is still a benefit from having cool relations with Israel, and too much has taken place between the two, from Davos to the Mavi Marmara to the “Zionism is equal to fascism” kerfuffle of a month ago. It is unfortunately not surprising to already see Erdoğan backing away from his commitment to normalize relations, although it will happen sooner rather than later since this is only Erdoğan playing politics in response to some hardline domestic criticism over the deal with Israel. Exchanging ambassadors and resuming limited military and intelligence cooperation does not negate the fact that bashing Israel will remain a potent element in Erdoğan’s box of tricks, and I expect to see issues big and small arise between the two countries, particularly as things remain static on the Israeli-Palestinian front and settlement building in the West Bank continues. Nevertheless, this restoring of formal ties is good for both sides, and I hope that both countries can get over their past issues and begin work on developing a healthier relationship.

A Tale Of Two Speeches

March 22, 2013 § 1 Comment

Two high profile speeches were delivered in Israel and Turkey yesterday, each inspiring and giving cause for hope, but only one of them is likely to be transformed from rhetoric into tangible gains. The two speeches of course were the ones given by President Obama in Jerusalem and by PKK leader Abdullah Öcalan (via Pervin Buldan and Sırrı Süreyya Önder) in Diyarbakır. Let’s begin with Obama, who gave what was in many ways (although not all) the perfect speech when it comes to Israel. To begin with, he made it crystal clear that the Jewish connection to Israel and the path to establishing a state did not begin with the Holocaust, which was the crucial error he made in his 2009 speech in Cairo, and he also rooted the relationship between Israel and the U.S. in both interests and values, which will make many Israelis happy. He left no doubt that he understands the security problems faced by Israelis every day, from Hamas rockets to Hizballah terrorism targeting Israelis around the world to the Iranian nuclear program, and in the most memorable line of the speech said, “Those who adhere to the ideology of rejecting Israel’s right to exist — they might as well reject the earth beneath them and the sky above, because Israel’s not going anywhere.”

At the same time, however, he spoke forcefully about the need to make peace and establish a Palestinian state while acknowledging that doing so is a difficult thing for Israelis given past rejection of peace proposals by Yasser Arafat and Mahmoud Abbas and the violent aftermath of Israeli withdrawals from Lebanon and Gaza. Obama approached this topic in a smart way by linking peace to security and economic success, but did not ignore the basic fact that peace is also just and that some empathy for Palestinians is necessary. Of course the violence and terrorism that all too often has come from the Palestinian side is absolutely unjustifiable, but Israel has to overcome that and not tar all Palestinians with the same broad brush. Is there some naivete inherent in a speech that in some way links the U.S. civil rights movement, which was a completely non-violent grassroots movement for equality, to the Palestinian national struggle, which has never been a non-violent one in any widespread or meaningful way? Absolutely. But the Ben Gurion quote that Obama trotted out on believing in miracles in order to be a realist applies here, and if there is a winning combination of reassurance and prodding that Israelis need to hear, I think Obama hit on it. As Rob Danin points out, Israelis and Palestinians yearn for peace irrespective of everything that has taken place between the two sides and the cynicism that many feel, and Obama’s speech played on those emotions.

Of no less consequence was Öcalan’s Nevruz message, which stands in stark contrast to last year’s Nevruz marked by tear gas, water cannons, and civilian deaths. This year, over a million people gathered in the streets of Diyarbakır to hear Öcalan proclaim a PKK ceasefire, call for a move toward finding a political solution rather than a military one, echo the Turkish government’s language from the day before about fraternity, and link Turks and Kurds together as peoples united in one country. Öcalan dropped his call for an independent Kurdistan as well, which is in some ways even more remarkable than his call for a cessation of armed struggle, and his exhortation to let ideas rather than guns rule is similar to what Tayyip Erdoğan has been saying every time he talks about Kurdish issues. At heart, this speech appears to recognize that there is in fact no military solution to solving the impasse between Turkey and its Kurdish citizens and that the only way forward is through politics. While Obama’s speech got more attention in the U.S. and around the world yesterday, it is actually Öcalan’s speech that is the more consequential and revolutionary one, and I’d go so far to say that it is one of the most important political developments in Turkey during the entirety of the AKP’s time in government. Öcalan does not speak for all Kurds or even all elements of the PKK, so it remains to be seen whether this speech will actually significantly alter the PKK’s behavior, but given the enormous shift in language and the Nevruz setting, I am cautiously optimistic that it will and that Öcalan did not write this speech without some assurances that it would translate into action. I am also certain that this speech only came about following a private agreement between Öcalan and the government, and that BDP support for Erdoğan’s constitutional initiatives is now assured. If yesterday marks the end of PKK terrorism, it also marks the beginning of the Erdoğan presidency.

In contrast, I fear that Obama’s speech is going to end up being a rhetorical highlight but little more. As I have detailed before, the makeup of the new Israeli government makes a serious diplomatic initiative impossible, and Bibi Netanyahu is simply not going to risk having his government fall. Furthermore, despite the lofty words, Obama is not going to spend too much time and effort pushing an Israeli government that is unwilling to be pushed. It is no accident that Obama did not come to Israel with a peace plan of his own, since that was not the point of the trip and will not be the point of his second term. The reality of the situation is that Obama does not want to fight a losing battle, the current Israeli government is not going to move on implementing a two-state solution without some serious outside pressure, and the current Palestinian government is completely inept and unable to deliver on anything. So in sum, two great speeches to mark the first day of spring, but only one of them will ultimately be remembered as anything more than that.

Guest Post: The Yesha Council’s One State Plan

March 21, 2013 § 2 Comments

Today’s guest post is brought to you by my friend Joel Braunold, who heads up Strategic Partnerships for the OneVoice Movement. Joel is a keen observer of Israeli politics and a passionate advocate for a two state solution, and he has been keeping his eye on Naftali Bennett’s Habayit Hayehudi party and its efforts to carry out the settlement movement’s aims. The Yesha Council, which is the most prominent settler group, has released a new strategy paper coinciding with President Obama’s visit to Israel, and Joel has an extended take (see his quick take at Open Zion here) on what it portends for the new Knesset and government. You can read more of Joel’s work on his blog at Haaretz.com and his Twitter handle is @braunold.

With President Obama visiting Israel, many groups are trying to get his attention so they can let the president know what they think he should do. Included within the pleas from the peace camp and the ‘Free Pollard’ camp is a document prepared by the Yesha council titled, “Judea and Samaria – It’s Jewish, It’s Vital, It’s Realistic.”

Questions answered within this Kafkaesque document include: why the demographics are on the settlers’ side, why the Palestinians are stealing water from Israel, and what is the legal history of Israel’s settlement enterprise. Most interesting, however, is the nine-step plan that the Yesha council has created at the end of the document to fulfill their vision.

The main tool that the Yesha council has to achieve its vision are its political advocates in the Knesset and in the government. Their building in the West Bank happens through the good graces of the state authorities. Of course the main party for the Yesha council is Habayit Hayehudi, but they also have representation through Likud and Yisrael Beiteinu and a scattering of MKs in some of the center parties. Members of their communities operate across the center and right of the Israeli political spectrum.

Looking at the nine steps we can see the underlying Habayit Hayehudi strategy during the coalition talks. Additionally we can start to make sense of some of the other Knesset moves and statements by members of the settler community on the national stage.

Step 1: Renewing the strong belief in the supremacy of the Jewish claim to the Jewish Homeland and the justness of taking measures to maintain control of it

In the coalition agreement between Likud and Habayit Hayehudi was a bill to make the Jewishness of the state supreme. This is a redo of the Avi Dichter bill from the last Knesset. No one is quite sure of which version will hit the Knesset, if it gets through Tzipi Livni, but it is part of a big move to decouple the concepts of Jewish and democratic state as equal and promote the former at the expense of the latter. The motivations behind this become clear in a strategy that is tied into biblical land claims and preparing for a situation where the civil rights of millions of Palestinians are going to have to be restricted.

Step 2: Uniting the nation and its leadership

Throughout the coalition talks, Bennett was the peacemaker between Yair Lapid and Bibi Netanyahu and has pledged to be a leader for all of Israel, not just the settlers. His party has also taken over key ministries that can affect the cost of living across Israel. Bennett has been very keen to be seen as responding to the J14 protests and be a transformative politician who can transcend the tribal politics of the moment and be one of the new leaders of Israel alongside Lapid. By also slipping in the raising of the electoral threshold into the coalition agreement, he can ride the wave of Habayit Hayehudi current popularity and force others from his camp to work with him if they want any representation at all. By forcing people into a broad tent he gives himself a broader appeal and solidifies himself and by extension the Yesha council firmly into the mainstream.

Step 3: Military strength and control of the territory by the security establishment

Though many ex-military and security men veer to the left after they retire from service (just see The Gatekeepers), the new Defense Minister, Moshe Ya’alon, most definitely veers to the right and was the first choice of the settler community. Though the security establishment is pretty much entrenched in the West Bank already, Ehud Barak had been the thorn in the side of the Yesha council. With him removed the security establishment can work in concert with the Yesha council in helping it expand both from the Knesset and on the ground itself.

Step 4: The elimination of terror and cessation of incitement in Palestinian schools

While all Israelis want to see an end to terror and incitement, the previous government’s flat-out rejection of the State Department’s school textbook report demonstrates a complete unwillingness to examine the issue of incitement on both sides of the border. It is essential to demonize the Palestinian national narrative while maintaining that individual Palestinians are ok and stating that the settlements actually have had great relationships with the communities pre the first intifada.

Step 5: Creating a situation where it becomes clear to the international community that another state west of the Jordan River is not viable

The serious policy community is split about whether the two-state solution has already been killed by the settlements and the Yesha council or if it is merely on life support. Needless to say, the Yesha council is well on its way to pulling the plug. The new Deputy Foreign Minister, Ze’ev Elkin, already ascribes to this point of view. Though many advocates of one-state agree that the settlements have killed the two-state solution they do not share the Yesha council’s vision of what a one-state solution would look like. The power and establishment will be with the Yesha council and in doing so it will have a tremendous momentum on the ground when two-states is officially abandoned to fulfill its vision before anyone else gets a look in. Yes, Israel will lose friends and allies and there might be a brain drain that could seriously affect the economy. But I sadly have less faith that pressure will force Israel to give up its raison d’état of providing the Jewish people with self-defense and power by giving those they have been occupying full civic rights. The death of the two-state solution will mean the Yesha council has won, and read the rest of their document to see how they view Palestinians.

Step 6: The further immigration of one million Jews to Israel to secure a permanent Jewish majority in Israel

In the coalition talks, Bennett managed to carve the Diaspora portfolio out of the Ministry of Foreign Affairs and into his own portfolio. The reason for this now becomes crystal clear, as he is desperate to get more Jews to immigrate. Bennett demanding this portfolio always seemed odd. The settlements are often the largest bone of contention between Israel and her Diaspora (amongst Jews who are engaged at least). Passing on this responsibility to the former general secretary of the Yesha council looks on the surface to be a recipe for disaster. This step helps us understand the real consequence of why this demand was made. What will be interesting to see is how Bennett attempts to bring Diaspora Jews to Israel and how their aliyah will be tied to step 7. Is the aim just to lock in the demographics regardless of where the Jews live or to get them to move to the West Bank and lock in the settlements? We will have to wait and see but watch to see where new job incentives will be made for new immigrants, as Bennett has the ability through Trade and Industry to create incentives where he chooses.

Step 7: One million Jews in Judea and Samaria, tripling its Jewish population

With the housing and trade ministries, Habayit Hayehudi can now start working on this. The proof will be in where the new low-income housing is built. Even if just restricted into the settlement blocs, if this plan is being followed the aim will be a massive increase in settlers. As with step 6, we will have to see if alyiah and settlement are linked. President Bush (41) conditioned the aid to help resettle the Russian Jews on them not being housed in the West Bank. One other important step to remember is that Bennett received the public diplomacy portfolio as well. Through this he can push the settlements into the official Israeli government narrative both at home and abroad.

Step 8: The creation of large residential areas surrounding the current communities of Judea and Samaria

Housing, Trade, Knesset Finance chair – between these three portfolios and a willing defense minister the sky is the limit on step 8. I predict the concept of settlement bloc will expand and large scale projects will begin to be planned as expansions in key areas. Even more so then Yaalon, Danny Danon is a particular fan of the Yesha council and he is Deputy Defense Minister.

Step 9: The execution of a construction, development and economic plan for the million residents of Judea and Samaria

Habayit Hayehudi has already indicated that they would rather release prisoners and transfer taxes to the PA than freeze settlement construction. Looking at this nine-step plan, it is easy to see why Bennett would rather give any other ‘confidence building measure’ than allow the slowing of the settler population. The one thing that the party cannot allow is a settlement freeze as it destroys the plan above.

All of this should be seen as nothing less than a strategic effort to kill the two-state solution. Keep in mind that Prime Minister Netanyahu just committed his new government to two states for two peoples in his joint press conference with President Obama on Wednesday. Looking at how this is planned out, it is clear that the only thing that could stop this from happening is freezing settlement construction. The sad fact is that a settlement freeze has already been tossed by the US administration as a failed attempt.

The Yesha council is very open about its aims, objectives and methods. If people want to do more than pay lip service to the idea of two-states, they must not only oppose the Yesha council at every turn of this plan but offer their own step by step approach to how to create a two-state reality today. Though it is the establishment opinion that two-states will happen, those opposing it literally are executing on a plan to kill it. Those of us who wish to see it come about must equally set out a plan and today start building facts on the ground to make it so.

Bibi’s Coalition Gamble

February 20, 2013 § 6 Comments

It has been almost a month since the Israeli election, and yesterday finally brought us the first move to form a coalition as Tzipi Livni’s Hatnua party agreed to join up with Bibi Netanyahu and Likud Beiteinu. I have been skeptical throughout the campaign and the election’s aftermath that Livni would come to an agreement with Netanyahu given her efforts to convince Ehud Olmert and even Shimon Peres to run; her failed maneuvering at uniting Hatnua, Labor, and Yesh Atid into an anti-Bibi bloc; her constant railing against Netanyahu as a danger and a failed prime minister; the fact that Hatnua includes former Labor leaders Amir Peretz and Amram Mitzna, neither of whom are exactly Netanyahu cheerleaders; and finally, her refusal to join with Bibi after the last election when her party – which was then Kadima – had the most seats in the Knesset and she would have been able to work out a deal in which she served as co-prime minister. Nevertheless, Livni has now reversed course and has accepted the positions of Justice Minister and chief negotiator with the Palestinians, and she will be reporting to Netanyahu rather than the eventual Foreign Minister in this latter gig.

Many people are now speculating on what this means for the peace process and whether Livni’s overseeing negotiations means that we can expect some real movement ahead. I don’t think this changes anything and I wouldn’t be taking any investment advice from people who think that Livni is going to pull Netanyahu along rather than the reverse, but the really interesting angle here is the political one. Bringing Livni into the coalition is not about Netanyahu signaling anything on the peace process, but about putting pressure on Naftali Bennett to join the government. The thinking on Netanyahu’s part goes as follows: he now has 37 seats lined up and getting Kadima and its 2 seats is a given, and he is on the verge of adding Shas (his real goal all along) and its 11 seats, which means that he can then turn to Bennett and Habayit Hayehudi and use their 12 seats to get past the magic number of 61. Netanyahu is gambling that once he adds Kadima and Shas, he will present Bennett with an ultimatum of joining the government or calling new elections, and that Bennett will not be able to withstand the pressure ensuing from calls for him to join a rightwing coalition and so he will crack. Essentially, Netanyahu is betting on Bennett’s alliance with Yair Lapid and Yesh Atid not being strong enough to buck the rightwing nationalist forces in HH who want to band together with Likud and the religious forces in HH who don’t see why serving in a government with Shas is the end of the world. Hence the immediate rumors that negotiations with Shas are proceeding and that it too will join the coalition imminently.

This plan of Bibi’s seems nicely formulated, but ultimately I don’t think it will work. More importantly, if Bennett is smart he will make sure that it doesn’t. The success of Bibi’s strategy turns on the idea that Bennett will do anything to avoid going to another round of elections, but much as I thought (correctly, as it turned out) that Netanyahu miscalculated in allying with Yisrael Beiteinu, I think he is miscalculating here as well. Netanyahu’s gamble is that new elections will cost Bennett seats and weaken his position, and that might have been true before yesterday, but bringing in Livni changes things in a big way. If I am a HH voter, I am not going to punish the party for not joining with its natural Likud partner by fleeing and and now voting for Likud since bringing Tzipi Livni on board to deal with peace process issues makes Likud untrustworthy. Looking at this map of election results and seeing where HH got votes makes this point abundantly clear; voters in Elon Moreh and Karnei Shomron are not now going to give up on Bennett and vote for Bibi given his most recent coalition choice.

In addition, many Likud voters are not going to be terribly happy now that Netanyahu has banded together with Livni, and I don’t see how doing so possibly increases his share of votes at all in a hypothetical new round of elections. If anything, it drives even more people away and into the arms of Bennett, and if you need some further proof, just look at Moshe Feiglin’s crack today that he hopes Likud will be in the coalition too. Furthermore, by trying to repeat history and bring Shas – his most pliable partners – into the coalition, Netanyahu is turning his back on the draft issue, which is one of the most popular issues in Israel today and which Lapid rode to his stunning success. Not only is Netanyahu potentially angering his base by bringing Livni in, he is angering many other voters who don’t understand why he insists on bringing Shas into the government despite the massive popular will for reforming the draft. Given what has transpired, if new elections were held today, I think that Likud would drop even further while Habayit Hayehudi and Yesh Atid would pick up some new mandates.

Netanyahu is behaving as if bringing first Livni and then Shas into the government gives him all the leverage he needs over Bennett to break up the YA-HH alliance, but I think he has things wrong. If he brings in Shas, he will then be unable to form a government without Lapid or Bennett (I am operating on the assumption that Labor is not joining at this point), and so in reality Bennett will be the one with the leverage over Netanyahu. Reports are that Bennett is feeling heat from within his party over his footdragging to run to Likud and his head-scratching unbreakable bond with Lapid, but by brining Livni into the government, Netanyahu actually did Bennett a favor. He now has a good excuse to sit tight, and once Netanyahu strikes a deal with Shas, he benefits further from sticking to his guns on the draft issue and staying out. If I were Bennett and Netanyahu presented me with the ultimatum to join the coalition with Shas or go to new elections, I would be printing up new campaign posters before even getting off the phone.

The Prospects For Real Peace Talks

February 13, 2013 § 1 Comment

I wrote about this topic last week from the U.S. perspective in light of President Obama’s forthcoming trip to Israel, but from the standpoint of Israel politics some comments yesterday from Yair Lapid and Naftali Bennett are worth highlighting in assessing what movement we can expect to see on the peace process from the next Israeli government. As faithful O&Z readers know, I am fairly confident that Yesh Atid and Habayit Hayehudi will be in the coalition, and I am also fairly confident that Yair Lapid cares a lot more about the military draft issue than he does about the peace process and that he should not be viewed as the great savior of the peace camp and the two state solution. In light of this, let’s consider some facts that are emerging about the coalition talks and some things that were said by Lapid and Bennett yesterday in different forums.

To begin with, Lapid and Bennett have negotiated a deal that binds their fates together so that either Yesh Atid and Habayit Hayehudi will both be in the government or both parties will stay out. While Bibi Netanyahu is frantically trying to peel Bennett away from Lapid by making him extravagant but exploding offers, so far Bennett appears to be resistant to go back on his agreement with Lapid. This is interesting, because obviously Likud is more of a natural partner for Habayit Hayehudi than Yesh Atid is as Netanyahu and Bennett are closer ideologically – despite their history of personal issues – than Bennett and Lapid are. The one issue on which HH and YA are closer on is the issue of the draft and equalizing the burden of service, which suggests that it is the issue most important to both Lapid and Bennett and the one on which both parties are most reluctant to back down. Lots of attention has been paid to Lapid’s pledge that he is guided by overhauling the draft and reanimating the peace process and that he will not join a government that does not agree to do both, but in tying his fate to Bennett’s, he is signaling that one of those issues is far more important to him than the other and that the peace process condition is more about lip service than anything else.

Then there were Lapid’s remarks yesterday before the Conference of Presidents of Major American Jewish Organizations meeting in Jerusalem, in which he said that Ehud Olmert had gone too far in his concessions toward the Palestinians while prime minister, that Jerusalem could never be divided in his view, and that the Palestinians were going to have to accept an interim semi-state within temporary borders subject to future revision. Now, none of this makes Lapid a fire-breathing Greater Israel supporter, but it also does not make him the great champion of the two state solution that some think he is. Not agreeing to a Palestinian capital in East Jerusalem and talking about interim agreements are both positions that probably make peace talks doomed to fail before they even begin. The interim agreement is the bigger hurdle of these two, since while Jerusalem can be negotiated over during talks, no Palestinian government at this point will even come to the table for talks that deal with anything less than a final status agreement. This is the ultimate display of someone trying to cultivate a more left-wing image without adopting any policies to match. Again, this does not make Lapid an extremist or out of line with mainstream Israeli popular opinion, but it also does not make him the next Yitzhak Rabin.

Lapid’s new best friend also had some things of his own to say about the prospects of a Palestinian state yesterday, but in a much more straightforward way. In a Knesset speech, Bennett said that “there is no room” for a Palestinian state, that it will never happen, and that the government needs to say with finality that the Land of Israel belongs to the people of Israel. Nobody has ever had any illusions about Bennett’s views on the peace process and the two state solution so this does not come as a surprise, but the important takeaway here is that Lapid knows full well what Bennett’s views are and has still hitched his wagon to Bennett’s. Irrespective of whatever his own personal views may be, it is difficult from a political perspective to think that Lapid is committed to real negotiations when he will only go into the government if Bennett goes as well. Taking all of these factors into consideration, even if Tzipi Livni bring Hatnua into the government nobody should be getting their hopes up too high for a big diplomatic push on the horizon.

Obama’s Visit To Israel

February 7, 2013 § 3 Comments

I’m a day behind on writing about this, but as everyone now knows and has processed, President Obama will be visiting Israel next month. There is lots of speculation about why he is going, and most of it has focused on the peace process. The instant conventional wisdom is that Obama is going to lean hard on Prime Minister Netanyahu to restart serious talks with the Palestinians and that the focus of the new Israeli government is now going to be on diplomacy and the two-state solution rather than on the domestic issues over which the election was fought. There are even those who argue, as Dan Margalit does in Israel Hayom, that Obama’s pending arrival is going to affect which parties are in the coalition since Netanyahu will not want to welcome Obama to Israel without a center or left party included in the government.

I get why all of this makes sense on its face, but I disagree with the premise. Of course Obama cares about the peace process and assigns a large degree of importance to the Israeli-Palestinian conflict, and without question it will be a topic of conversation between Obama and Netanyahu and will be part of whatever public comments Obama makes while there. It would be bizarre for Obama to show up and not try to create some pressure on both sides to resume negotiations. But there are a few reasons to think that this trip is not intended to be a big diplomatic push over and above whatever else the administration is currently doing on the peace process front.

First, the White House said yesterday that the trip is not going to include a rollout of any specific peace proposals. That means no roadmap, no offer to host a summit, no calls for settlement freezes, or any other approaches that we have seen in the past by this or other administrations. Second, the U.S. has not coordinated this trip with any European countries, which is strange given EU efforts to convince the administration to reinsert itself into the peace process and the reports that Britain, France, and Germany are planning on making a big push on this issue now that Israeli elections are over. Third, a presidential visit to Israel does not automatically mean pressure on the Israeli government over the Palestinians, as there was little pressure placed when President Bush went to Israel in 2008 despite Ehud Olmert being more receptive to such an approach.

As Brent Sasley pointed out yesterday, there are lots of reasons for Obama to be going to Israel, although I disagree with Brent (which is rare) about Iran, and I think that this trip is much more about foreign policy issues than domestic politics (which is even more rare for me). Obama’s travels are going to take him to Turkey, Saudi Arabia, Jordan, and Israel; if that isn’t a lineup that indicates the focus will be on coordinating strategy to deal with Iran, then I don’t know what is. Now that both Obama and Netanyahu have been returned to office and both clearly have their eyes on Tehran, I think that Obama’s visit to Israel is about security issues – Iran, Syria, etc. – first and foremost. That John Kerry is going to Israel before Obama’s trip reinforces that for me, since Kerry’s visit will likely be focused on the peace process while Obama’s visit will be geared toward other things. And of course, the possibility exists that Obama is going simply because he promised he would, as Haviv Rettig Gur reminded everyone yesterday.

Finally, on the coalition politics issue, I don’t buy the argument that Obama’s visit will affect the coalition one way or the other. Once the trip was announced, all leverage in that area was gone. Bibi could put together the most rightwing coalition imaginable at this point, and it won’t alter the fact that Obama is going to Israel come hell or high-water. I don’t quite get the argument that Netanyahu won’t dare greet Obama without a center-left component in his government, or that a three day visit somehow creates such enormous pressure that an entire coalition designed to theoretically serve for five years has to be shaped around three days. Furthermore, there is a real possibility that Netanyahu won’t form a coalition until after Obama has come and gone, in which case all of this speculation is moot. [As Chemi Shalev has helpfully pointed out in the comments below, the deadline for Bibi to form a coalition is March 16 - ed.] Let’s also not forget that Netanyahu went out of his way just this morning to reiterate that his policy on settlements has not changed. Obama coming to Israel is a new wrinkle, but if Netanyahu were not going to bend to internal and external pressure to jumpstart the peace process, I don’t think Obama’s visit would alter his calculations.

To be clear, I am sure that Obama will talk about the peace process, and I am also sure that Netanyahu will not embarrass Obama on Israeli soil so he will likely make some token concessions or promises. I do not think that this trip changes the entire thrust of the government’s policy or makeup though, and I do not think it means we are about to get a real life version of the fictional Bartlet peace plan from the second to last season of the West Wing. It was always assumed that Kerry was going to be more interested in the peace process during the second term than Obama was until there was some real movement, and I haven’t seen anything over the last two days to make me think that assumption is incorrect.

Did Israelis Give The Center A Big Win?

January 24, 2013 § 9 Comments

Now that the final results of the Israeli election are in, everyone is rushing to declare that centrist parties were the big winners and that the Israeli electorate has made a surprising shift away from the right. This is understandable in light of the fact that Yair Lapid and his Yesh Atid party won 19 seats to become the second largest party in the Knesset and Bibi Netanyahu led the Likud-Beiteinu list to an extremely disappointing 31 seats, down from the 42 seats that Likud and Yisrael Beiteinu control in the current Knesset. Nevertheless, I think that this view of things is incorrect. As I argue in Foreign Affairs, this does not take into account that the other so-called centrist parties did poorly and finished well below expectations and that many Likud voters chose to move even farther to the right by giving Habayit Hayehudi 12 seats. In addition, Yesh Atid can be characterized as centrist in some ways but as pragmatically rightwing in others, and so dubbing yesterday’s results as an unabashed win for the center is misleading. In fact, the center controls 28 seats in the current Knesset, but will control 27 seats in the next one (19 for Yesh Atid, 6 for Hatnua, 2 for Kadima), so in reality the center actually lost ground. No doubt Lapid scored a big victory, but one centrist party doing well does not mean that Israel is now avowedly centrist, particularly when other centrist parties turned in disappointing performances and the banner rightwing nationalist party more than doubled its current Knesset representation. Here is a teaser from my piece in FA:

The problem with this narrative, however, is that Tuesday’s results were not really a victory for centrists and Yesh Atid is not really a centrist party. The largest vote-getter was still Likud-Beiteinu, made up of arguably the most right-wing version of Likud in the party’s history and the nationalist and pro-settlement Yisrael Beiteinu. Bayit Yehudi also did well, and it will be the fourth largest party in the Knesset with 11 seats. On the left, Labor underperformed and could not even garner enough votes to win second place as expected. Livni’s Hatnua, meanwhile, won fewer seats than even the parochial ultra-orthodox party, United Torah Judaism. Kadima, a real centrist party, has all but disappeared, plummeting from 28 seats to two. Even though the right-wing parties did not do quite as well as they had hoped, the larger picture does not support the claim that the center scored a great victory.

Furthermore, the grouping of Labor, Hatnua, and Yesh Atid under a centrist or center-left banner is analytically lazy. On economic issues, those three parties do indeed fall within the left and the center. On security and foreign policy issues, Labor and Hatnua are centrist as well. Yesh Atid, however, cannot be accurately described as centrist when it comes to the peace process. Lapid has stated that Jerusalem cannot be divided under any circumstances and insists that standing firm on this issue will force the Palestinians to recant their demand that East Jerusalem serve as the capital of a future Palestinian state. During the campaign, Lapid chose the West Bank settlement of Ariel as the place to give a major campaign speech calling for negotiations with the Palestinians, and declined to endorse a settlement freeze. None of this is enough to put him into the far-right camp, which rejects the two-state solution and calls for annexing the West Bank, but it also does not make him a centrist. In fact, Lapid’s views on security issues are close to those that Netanyahu has publicly staked out.

To read the rest please click over to Foreign Affairs, and comments and emails are welcome as always.

Netanyahu’s Conundrum

January 23, 2013 § Leave a Comment

Yesterday morning before any of the election results were in, I had a piece up at the Atlantic arguing that the coalition stability that was a hallmark of the current government was destined to end. In my view, the choices that Bibi Netanyahu was likely to end up with were going to create pressures from one side or another no matter which path he decided to go down. Here is the relevant passage:

There are two factors that are going to contribute to detonating Netanyahu’s coveted stability. The first is that unlike during the past three plus years, Netanyahu is going to have a significant presence on his right flank both within his party and outside, creating constant pressure to take a harder line on settlements and the peace process. The Likud primary in November created the most right-wing version of the party that has ever existed. For instance, among the returning Likud MKs in the new Knesset will be the inciters of May’s anti-immigrant race riot, a mass of supporters for annexing the West Bank, and new MK Moshe Feiglin who wants to be the Mohamed Morsi of anti-Arab remarks. This group largely distrusts Netanyahu and will be waiting to pounce at even the slightest digression from their preferred policy of holding on to the West Bank forever.

In addition, Netanyahu will be dealing with the newly empowered nationalist Habayit Hayehudi (Jewish Home) Party, which is poised to become the third largest party in the Knesset. This party is led by Netanyahu’s former chief of staff Naftali Bennett, who also advocates unilaterally annexing Area C of the West Bank and recently got into trouble for saying that he would refuse orders to evacuate settlements. ( He recanted after the predictable furor that arose.) Either as part of the coalition or as a constant thorn in Netanyahu’s side, the large Habayit Hayehudi bloc will be pushing Netanyahu constantly to the right.

The second new factor, which operates at complete cross-purposes to the first, is that Netanyahu will be looking at a renewed push by outside actors on the peace process at a time in which international pressure on Israel is beginning to reach a critical mass. John Kerry is going to want to tackle the peace process as one of his priorities as Secretary of State, and Britain and France intend to present their own plan for resolving the Israeli-Palestinian conflict with the support of Germany and possibly the full European Union. Anger toward Israel over settlements and the breakdown of the peace process has lately intensified. Whether this is justified or not, given Palestinian foot-dragging, the anger exists to the point that even Israeli diplomats are beginning to get frustrated over the heat they are taking over West Bank construction.

Now that the results are in, I think this analysis still holds, and is perhaps even more salient to understanding what will happen next. Netanyahu is almost certainly going to have to build a coalition that includes Yesh Atid and Habayit Hayehudi, and this means foot-dragging on the peace process and a storm of international pressure. The option of trying to pivot to the center on security and peace process issues is a lot more difficult today than it was yesterday. Netanyahu had some serious problems within Likud before, since the newly empowered crop of hardliners did not really trust him to begin with, but now he has to deal with the fact that he has led his party to the hollowest of victories. His gambit of merging with Yisrael Beiteinu backfired badly, particularly since only 20 of the 31 Likud Beiteinu MKs hail from Likud because of the seat allocation deal he worked out with Avigdor Lieberman, and undoubtedly Likud members are not very happy this morning. If Yisrael Beiteinu separates from Likud in thirty days as the merger agreement allows, Likud will be the largest party by only one seat. In order to prevent this from happening, Netanyahu is going to have to promise Lieberman the moon and the stars, which also does not bode well for any new push to slow down settlement growth or fast track negotiations with the Palestinians. Any moves that Netanyahu makes in that direction will imperil his leadership as head of Likud and prompt a rebellion within the ranks. Nobody should underestimate just how much pressure Netanyahu is now under from his own side, let alone from the parties on the left of the spectrum that would like nothing more than to bring him down. Netanyahu is in a very difficult spot, and while I am relatively sure he will be able to form a coalition and serve as prime minister, don’t expect it to last very long.

Welcome to Israeli Election Day

January 22, 2013 § 2 Comments

Finally, the day we’ve all been waiting for – Israelis go to the polls today to elect a new Knesset and a new government for the first time since 2009. Despite the fact that we don’t have any results yet, I thought I’d set out a list of things we know and things we don’t.

Things We Know:

Bibi Netanyahu and Likud Beiteinu are going to win the most seats in the Knesset and Likud will be the largest party. This is an easy one given the polls, since even with the Likud Beiteinu list losing about a seat a week for months now, no other party is going to come close to the 32-36 seats LB is likely to take. The irony of course is that Netanyahu created the joint list in order to create an unbeatable force, yet Likud might have done better on its own as banding together with Avigdor Lieberman and Yisrael Beiteinu likely cost Netanyahu seats for a host of reasons (and from the Department of Shameless Self Promotion, remember who told you months ago that this was a very bad idea on Bibi’s part). Despite the blunder, Labor is probably going to come in second with 15-18 seats, and Habayit Hayehudi and Yesh Atid are going to be battling for 3rd and 4th place. It is possible that the LB list will have twice as many seats as the next largest party despite its free fall in the polls, although this is a bit misleading since the two parties agreed to merge until only 30 days past the election, at which point they are free to revisit their agreement and separate. The most interesting little nugget about Likud being the largest party in the Knesset is that despite having served two terms as prime minister, this will be the first time that Netanyahu leads his party to a Knesset victory. When Netanyahu was elected in 1996, Israel was in the midst of its decade-long experiment of directly electing the prime minister, and so while Netanyahu beat Shimon Peres by 1% in the prime ministerial vote, Likud won 32 seats to Labor’s 34. In 2009, Likud came in second to Kadima, but after Tzipi Livni was unable to form a government, Netanyahu swooped in and cobbled together a governing coalition despite controlling the second largest party in the Knesset rather than the largest. By the end of today, Netanyahu will finally be able to say that he led his party to an electoral victory.

Things We Don’t Know

Everything else. And I mean that. Aside from Likud Beiteinu winning the most mandates, I cannot say with 100% certainty what else will happen. I am 99% sure that Netanyahu is going to be the next prime minister, but there are enough weird things going on to give me that minuscule 1% pause. To begin with, there are an unusually high number of undecided voters, and while they might break Bibi’s way, I don’t think that Bibi’s base is one that is marked by indecision, unless that indecision comprises whether to continue to vote for Netanyahu or to go with the trendier rightwing choice of Naftali Bennett and Habayit Hayehudi.

Furthermore, Netanyahu’s margins are going to be very tight, and this means there is an outside chance that he pulls a Livni and can’t pull off putting together a viable government. I am as confident as I can possibly be that HH is going to be in the coalition, but then the coalition math becomes very tricky. It involves bringing in a centrist party such as Yesh Atid, which will clash with HH and the more extremist Likud voices over peace process issues, or going with Shas and UTJ, who are toxic to HH over the draft and toxic to Yisrael Beiteinu over both the draft and the religious-secular divide. Then there is the possibility that Aryeh Deri’s return to Shas means it is no longer so reliably rightwing and will give Netanyahu a harder time when it comes to coalition bargaining.

To throw another monkey wrench into this, there are the rumblings from all sorts of quarters that the electorate has shifted in the past few days and that the leftwing and centrist parties are going to do better than their polling indicates. If voter turnout is high, it means that left and center parties are going to do better than expected, in which case there is even a possibility that Netanyahu is denied the first chance to form a government. Last month I brought up the possibility of a unity government, which started to look ridiculous in the interim but now I am not so sure that I was off-base. Then there are the rumors that were flying around last night that Ehud Barak is going to be defense minister and Tzipi Livni foreign minister, which I find to be completely far-fetched given the rancor toward Barak exhibited by all sorts of newly influential Likud members and the fact that Netanyahu would never give Livni any real power as foreign minister while Livni would never accept the position to be a mere figurehead. All of this is to say that while Bibi is almost definitely going to remain as prime minister, the possibility of a black swan would not be entirely out of the blue. As for what type of coalition he will put together assuming he remains prime minister, your guess is as good as mine. If I have to predict something, it’s that we will see a nationalist bent due to the inclusion of Habayit Hayehudi, that the haredi parties are going to be left out, and that Yesh Atid will be brought in. This will allow Bibi to keep his rightwingers happy on peace process and settlements, let Yesh Atid have its pet issue of reforming the draft, and not have to worry about the secular-religious divide issue bringing down the government. I can also see Labor being brought into this mix if Netanyahu wants to have the coalition be as big as possible or if the numbers are such that he needs another party but wants to avoid bringing in Shas. Whatever happens, the next few weeks promise to be an entertaining ride.

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