July 3, 2014 § 2 Comments
Michael Cohen published an article in Foreign Policy a couple of days ago in which he argues that the future of the U.S.-Israel relationship will be marked by “less cooperation, more disagreements, and greater tension.” The piece is headlined “The Democrats Are Finally Turning Away From Israel” with the inflammatory subhead “And it’s high time they did,” but this does not reflect Cohen’s core arguments, and I am 100% confident that he had nothing to do with the title in any way (having been published in FP on numerous occasions, I can say from personal experience that the editors choose the title on their own and the first time the writer even knows about it is when it goes live on the website). What Cohen argues is that the relationship is being strained and slowly pulled apart by bad personal relationships between President Obama and Prime Minister Netanyahu, Israel actively trying to prevent a deal between the U.S. and Iran by working Congressional channels, differing strategic priorities in the region, and a widening gap between the two countries’ worldviews.
In Cohen’s analysis, all of these factors mean that support for Israel in the U.S. will wane as the U.S. government finds it increasingly difficult to justify or explain bad Israeli behavior – particularly on the Palestinian front – and that the U.S. will no longer rush to defend Israel from pressure coming from Europe. Furthermore, Cohen foresees the politics of Israel changing in the U.S. as support for Israeli behavior among American Jews wanes and as Israel identifies more and more with Republicans, making support for Israel less politically important for Democrats.
Cohen astutely identifies a number of points of tension between the U.S. and Israel, and he is not exaggerating things such as the distrust between the elected leaders or the frustration among administration officials over Israel’s handling of settlements and peace negotiations. Nevertheless, I do not entirely agree with the analysis, and I think there are some angles that Cohen either misreads or leaves out, particularly on the strategic front.
First, while Obama and Bibi have long been and likely always will be at odds, this duo only has two more years to go, and that means that the relationship can be reset in a heartbeat. The low point of the George H.W. Bush and Yitzhak Shamir pairing was followed by the apex brought about by Bill Clinton and Yitzhak Rabin, so I am reluctant to predict any longterm trends based on the two men currently in office. If Hillary Clinton or Joe Biden end up winning the White House in 2016, their track records and both public and private comments indicate that the relationship with Israel will improve irrespective of what happens with settlements and the peace process, and that goes double for any Republican not named Rand Paul. That is not to say that U.S. frustration with Israeli settlement policy is a mirage or only resides in the minds of Obama White House officials, since it absolutely permeates a much deeper group of politicians and foreign policy bureaucrats who rightly worry about the consequences of Israeli policies toward the Palestinians. Rather, it is a problem that must be considered in light of a larger strategic context (more on that below), which makes it important but not necessarily an ultimate driver of U.S. policy toward Israel.
Second, while it is absolutely true that support for Israeli policies among younger American Jews seems to be on the decline, the jury is out as to whether that support will increase as younger American Jews get older, and more saliently there is a question as to whether support for Israeli policies directly overlaps with support for Israel more generally. Furthermore, none of this may matter anyway if support for Israel among the general public remains strong, or if within the Democratic Party there is a gap between grassroots progressives and elite policymakers and opinion leaders. On the question of support among the general public, favorable views of Israel are at historical highs with a clear 55% majority of Democrats still holding favorable views, and historically Americans tend to sympathize with Israel versus the Palestinians at even higher than normal levels when Israelis are the victims of terrorism and violence, as was tragically the case this week. I am also not convinced from conversations with progressive politicians and thought leaders that they are on the verge of abandoning Israel wholesale, and there is a strong recognition among Democratic elites that Israel is not and should not be entirely defined by its settlement project, as deeply problematic as that project is.
Most importantly though, in his focus on divergent strategic goals, Cohen glosses over a newly strengthened recognition that Israel’s strategic value as an ally is going up. It’s clear that Israel and the U.S. differ on their respective threat perceptions of Iran, whether Iran should be contained, and whether Iran can be contained, but in seeking to contain the fallout coming from the rest of the region as it implodes, Israel is pretty much the only reliable ally left standing. Despite an American desire to pivot to Asia, the Middle East cannot be ignored just because the U.S. finds it thorny, as the recent crisis in Iraq demonstrates all too well. The U.S. is going to be involved to a greater extent than it desires, and as I heard from multiple Israeli foreign policy and security professionals and experts when I was there last month, the Israeli government is well aware that the country is an island of stability amid the chaos. Iraq is a mess, Syria is in the middle of a civil war, Egypt is teetering dangerously on the brink of becoming a failed state, Saudi Arabia is dealing with massive uncertainty amidst a succession crisis, Jordan has been in constant crisis management mode since 2011 and now has to worry about being overrun by ISIS, Turkey is dealing with all sorts of internal problems and has proven itself to be a notoriously unreliable and myopic ally with its disastrous flirtations with jihadi groups in Syria…the list goes on and on. Israelis are of the view that the U.S. almost needs them more than they need the U.S., and while this is overconfident hyperbole, it is based on a foundation of truth. U.S.-Israeli coordination is now more vital than ever, and this is a variable that is not going to change for the remainder of this decade given the Middle East’s unraveling. When I wrote two years ago that Israel was going to benefit from the Arab Spring as a result of its neighbors being too busy with their own domestic unrest to worry about making trouble for Israel, I didn’t anticipate the positive externality of Israel becoming an even more crucial American ally, but that dynamic has arrived.
I share Cohen’s concerns about Israeli policies, and anecdotally there seems to be softening support for Israel among younger Democrats. Ultimately, however, I think the political tension in the relationship is fleeting, and the genuine and widespread disappointment at Israeli settlement building is a long term problem that needs to be addressed but that for next few years will be outweighed by larger strategic concerns. Surveying the state of things, I am not nearly so confident as Cohen that the U.S.-Israel relationship is destined to be remade.
March 6, 2014 § Leave a comment
Bibi Netanyahu and the Israeli government have had the same two important decisions regarding the U.S. hanging over them for over a year, and they aren’t going away. The first is whether to cooperate with the U.S. to the hilt on the peace process and agree to anything the Obama administration asks them to do. The second is whether to cooperate with the U.S. to the hilt on Iran and agree to refrain from striking Iran, which is a commitment that the Obama administration clearly seems to want. The question is, if Israel does not deliver on either of these issues to the fullest extent, what will the fallout be, and which one is the higher priority for the U.S.?
There’s a lot of chatter recently about this being Israel’s last chance for peace with the Palestinians along with dark warnings about what will happen if the talks break down. In an interview with Jeff Goldberg last week, President Obama spoke at length about what he thinks the negative ramifications will be. Echoing John Kerry, he said that demographics, settlement growth, and the possibility that Mahmoud Abbas will be gone from the scene in the near future make this the last best chance for a deal, and that should a deal not happen, Israel will face increasing isolation and the end of its status as both Jewish and democratic. He also warned of a decreased ability on the part of the U.S. to protect Israel in international institutions and from the growing hostility of the international community. Goldberg interpreted this last point as (in his words) “a veiled threat” which would suggest that the U.S. may at some point stop using its veto to shield Israel from unfavorable UN Security Council resolutions.
This comes on the heels of months of Israeli-perceived threats from Kerry, including his prediction of a third intifada if talks fail, his denouncement of Israel’s military presence in the West Bank, and most recently his observation that efforts to boycott Israel are only growing. Never mind that none of these statements were threats but were rather predictions of how other actors will behave should the two state solution disappear; the important point is that Israeli leaders have interpreted these statements as a warning that the U.S. will abandon Israel should these talks not produce results. There is also the news that Israeli defense and intelligence officials have had visas to the U.S. denied at a much higher rate over the past year, which could be an effort to warn the Israeli government about what lies ahead should U.S. wishes be defied.
For whatever reason, there is much less talk – both here and in Israel – about what will happen to the relationship with the U.S. if Israel goes and strikes Iranian nuclear sites. This strikes me as strange for two reasons. First, I think that the possibility of this happening is at least 50% and yet there is a lot more speculation about Israel not doing its best to come to an agreement with the Palestinians. Second, I strongly believe that compared to a peace process failure, Israel defying U.S. wishes on Iran will be far more harmful to the relationship and will bring a higher degree of fallout.
I have always been clear in my belief that the consequences for Israel should the two state solution evaporate will be similar to what the White House describes: isolation, boycotts, and a far more difficult dance on maintaining Israel’s democratic character along with a Jewish majority. I am not quite sure that this is the absolute last opportunity, but were I the prime minister of Israel, I would be making plans for a unilateral withdrawal from the West Bank in the eventuality that a deal cannot be reached. But that is another post for another day; the main point here is that should the talks fail, I do not think that the consequences from the U.S. will be much to fear. For starters, this show is not new. The Israelis and Palestinians have spent decades talking to each other or not talking to each other, all to no result, and the American-Israeli relationship has proceeded apace with no real ruptures. If these talks fail despite intense American intervention, it will be no different than Camp David, Wye River, Taba, the vaunted road map…you get the point. The U.S. and Israel have a long history of getting over peace process failures no matter if the administration puts the onus on Israel or on the Palestinians, and I suspect this time will be no different. The U.S. interest in getting this resolved has not grown more than it was under Clinton, and the damage to the U.S. should the talks fail does not present a vital threat. Furthermore, the peace process requires not just Israeli acquiescence but Palestinian acquiescence as well, and if reports are to be believed, the Palestinians have no intention of acceding to the security plan formulated by the U.S. and General John Allen. What this means is that if the Palestinian side is intransigent to a larger degree than the Israeli side (and so far reports indicate that to be the case), any failure will not be pinned on Israel. So for a number of reasons, this Israeli fear of a rupture is far-fetched. This is not an attempt to provide an excuse for Israel not to make a deal, since I think that Israel should agree to any and every U.S. request if it means getting an actual permanent agreement, but just an observation that the global consequences of failure will be a lot harsher than those emanating from the U.S.
In contrast, I think that Israel might want to tread more carefully when it comes to Iran, because an Israeli strike will be harder than a half-hearted peace process negotiation effort for the U.S. to shrug off. For one thing, there is not much recent history of Israel carrying out military operations that will clearly upset the U.S. and thus less of a history of getting over it for Israel to draw upon. Two examples would be the Suez crisis in 1956 and the bombing of the Osirak reactor in 1981, but neither of those are truly comparable. On Suez, Israel was operating in conjunction with Britain and France, which blunted the reaction as Israel was not seen as a sole rogue party, and on Osirak, Iraq was not viewed as such a vital interest for the U.S. and it did not embroil the U.S. in any messy aftermath. In the case of a hypothetical future Israeli strike on Iran, these conditions do not apply. Israel will be doing it alone, in defiance of U.S. wishes ahead of time, and it will affect what is likely the number one American foreign policy goal at the moment, which is a nuclear deal with Iran that leads to a more general rapprochement. Not to mention that many will view the U.S. as somehow complicit, and there is a chance of blowback directed against U.S. interests in the region. Also in contrast to the Palestinian issue, there will be no other party to blame; if things get hairy afterwards, Israel cannot share the burden of blame with someone else. It will not blow up the U.S.-Israel relationship, which is far too institutionalized and based on public affinity, but I can imagine a variety of unpleasant consequences, such as arms shipments being halted, intelligence and security cooperation suffering, the visa situation becoming even more difficult, etc.
I fully recognize that in Netanyahu’s eyes, these situations are not equal. Iran targets Israel in a variety of ways, with the seizure of the ship carrying missiles yesterday as just the latest exhibit in a mountain of evidence. Bibi views Iran as an existential threat whereas he views the Palestinian issue as one that can be managed. I disagree with his assessment, but it being what it is, his motivation and incentive structure is likely to go it alone on Iran. If Israel does that, however, it should at least factor in the costs of defying the U.S. and not assume that everything will be copacetic in the aftermath.
February 14, 2014 § 1 Comment
Almost one year after Bibi Netanyahu’s attempt to patch up relations with Turkey with his phone call apology to Tayyip Erdoğan as Barack Obama stood looking over his shoulder, Turkey is again talking about about normalizing relations with its former ally. In the eleven months since the apology, Turkey and Israel have been negotiating over the terms of an agreement, with precisely how much compensation must be paid to the families of those killed aboard the Mavi Marmara the major sticking point. Turkey has seemed in no rush to get a deal done, and at various times has made noise about Israel having to admit fault or to pay more money than Israel is prepared to do. And of course, Erdoğan and others have wasted no opportunity to bash Israel whenever convenient, either directly such as blaming Israel for the Egyptian military coup, or indirectly in referring to “dark forces” and “foreign powers” seeking to bring Turkey down. Formal negotiations may be taking place, but Israel and Turkey haven’t seemed terribly close to actually burying the hatchet.
Last month, however, news leaked that Turkish and Israeli negotiating teams were getting close to a final deal over compensation, and last week Ahmet Davutoğlu publicly confirmed that an agreement to normalize ties was in the works. As usual when it comes to this subject, I have been skeptical that this will actually happen, which is why I have resisted the impulse to write about it. Right on cue, two days after Davutoğlu made his announcement, Erdoğan came out and said that normalization won’t happen until Israel agrees in writing to completely end the blockade of Gaza. Israeli Strategic Affairs Minister Yuval Steinitz said yesterday that Israel is ready to sign an agreement but that Erdoğan himself is the stumbling block holding up a deal.
So what’s up with the mixed signals? Are Turkey and Israel close to an actual deal that will see ambassadors return to Tel Aviv and Ankara, or is this more of the same old routine? It is pretty easy to explain what is going on here, and it boils down to Turkey’s competing priorities that are pulling it in different directions. On the one hand, Turkey has had a very rough eight months. The Gezi protests, the economy spiraling downward, the lira crashing, the corruption scandal, the war between the AKP and the Gülenists, a growing Syrian refugee problem…it is entirely understandable that Turkey is feeling battered. On top of that, the Western response to attempts to blame Turkey’s problems on the U.S., Israel, Lufthansa, CNN, the Wall Street Journal, the interest rate lobby, the porn lobby, and anyone else the Turkish government can come up with has been to warn Turkey that it is destroying its reputation in Western capitals. When you add anger over Turkish behavior such as agreeing to buy a missile defense system from a Chinese firm under sanctions or funneling money to Syrian jihadi groups into the mix, Turkey all of a sudden has legitimate concerns about its relationship with the U.S. and EU countries. Viewed this way, the turn toward getting serious about reconciliation with Israel isn’t actually about Israel at all. Because the Turkish government in many instances takes an Israel-centric view of the world, it thinks that patching things up with Israel will solve its problems with Washington. By normalizing ties with Israel, it is signaling to the West that it is still a reliable ally who can be trusted, and that it shouldn’t be left on the outside looking in. Normalization with Israel is another way of saying, “We know we have behaved badly and in strange ways, but we haven’t gone all the way down the rabbit hole quite yet.” This explains Davutoğlu’s comments, particularly since the Foreign Ministry is more sensitive than other Turkish state institutions to Turkey’s perception among Western policymakers and its diplomatic status.
On the other hand is the force that generally drives everything in the Erdoğan era, which is Turkish domestic politics. I’ve written about this so many times that there’s no need for yet another megillah, but making up with Israel doesn’t exactly play well with your average Turk, and that goes double for Erdoğan’s base. I’ve seen some counterintuitive speculation that normalizing ties would be politically helpful since it will give the AKP a foreign policy victory that it can hold up, but I think that misreads the nature of Turkish politics along with mistaking the nature of whatever deal emerges. Forcing Bibi to apologize could be spun as bringing Israel to its knees; signing a deal to normalize relations that lets Israel pay some compensation money without any real movement on Gaza (since Israel is simply not going to end the blockade just because Turkey asks) doesn’t have the same shine to it. Erdoğan is looking at municipal elections next month – elections that he has repeatedly been touting as a harbinger of the AKP’s strength – and then the presidential election this summer and parliamentary elections next year. He is, as always, thinking about maintaining and growing his political power, and taking a hardline with Israel is a no-brainer for him electorally. He is already facing much lowered polling numbers and political approval ratings, so he can’t take a chance at losing what has been such a fruitful issue for him.
Which one of these impulses will win out? I claim no inside information on how the talks are actually going, and my general cynicism and conviction that domestic politics rules all makes me think that normalization is not actually close. But I have been wrong on this issue before and very well may be again, so I don’t rule anything out. These dueling constituencies though – the outside world and the domestic audience – are tough to satisfy simultaneously, so at some point Erdoğan will have to make a choice as to which constituency is more important for Turkey’s long term health and his own political survival, and which of these two outcomes he values more dearly.
December 30, 2013 § 4 Comments
As it’s the end of the year, it’s time to revisit my 12 months of screw-ups (last year’s mea culpa is here). There don’t seem to be as many big ones this year as last year, but that is not a function of my improving analysis and is rather a function of my increasingly neglectful blogging habits; last year I wrote 276 posts, this year only 65. Thankfully for all of you though, there’s still plenty of material for you to use in heaping scorn upon my head. Here are some of the lowlights.
Israeli-Palestinian peace talks: On February 13, I wrote a post entitled “The Prospects For Real Peace Talks” in which I downplayed the idea that Israel would enter into substantive talks with the Palestinians. I didn’t think the makeup of what I expected to be the new Israeli coalition government would allow for real negotiations to take place, and I wrote, “even if Tzipi Livni brings Hatnua into the government nobody should be getting their hopes up too high for a big diplomatic push on the horizon.” We can debate whether the current talks are going to lead anywhere real, but certainly the process is taking place and there have been enough signs that the talks have been substantive and are going well that this call was wrong on my part.
Erdoğan’s relative reasonableness: This seems destined to become a permanently recurring theme, as a similar prediction made this list last year too. Last year it was about Erdoğan realizing that his interests should override his harsh rhetoric on Israel, and this year it was about Erdoğan realizing that his interests should override his harsh stance toward the Gezi protestors. In trying to figure out how Gezi was going to resolve itself, I wrote on June 7, “Erdoğan does not want to back down, but my instincts tell me that as he is reminded of just how much his popularity depends on the economy and as he faces the prospect of losing the bid for the 2020 Turkish Olympics, he will try to come up with some sort of solution to end the chaos in the streets without having to go so far as to issue a formal full-blown apology. The fact that there is no opposition party poised to take advantage of the situation makes backing down slightly easier for him to do, and even Erdoğan understands just how crucial it is for his and his party’s longterm political future to make sure the Turkish economy keeps humming along. Only the prospect of serious economic damage will get him to back down, since giving in to the protestors in any way is completely anathema to his general philosophy and outlook. How long it will take for him to get to this point is way beyond my prognostication skills, but I’d be surprised if he doesn’t get there at one point or another.”
Oops. Erdoğan did not ease up on his rhetoric in any measurable way, and he in fact actually became increasingly harsher and waited for the protests’ momentum to peter out over time, which it did. Eleven days after my prediction, I was forced to write another post dealing with Erdoğan’s even more over-the-top responses to Gezi, as the prospect of economic losses clearly had not moved him. It’s worth remembering now as the corruption scandal is raging around him, since unlike last year, this time I really have learned my lesson. The only way Erdoğan is backing down this time, economic crisis be damned, is if his party forces him to do so by default in replacing him.
Bibi’s position in Likud: I don’t know why I am so insistent on this point, but every few months I seem to write a post predicting trouble on the horizon for Netanyahu within Likud to the point that he will be split the party or be ousted. While I am going to stubbornly insist that events will at some point vindicate my point of view, they haven’t yet. On June 27 in a post called “The Likud Bell Is Tolling For Bibi” I ran through some of Netanyahu’s recent troubles and then denigrated an op-ed my Mati Tuchfeld in which he predicted that Netanyahu could retake the party pretty much any time he wanted. I wrote, “I think this is a bad misreading of the situation that does not take into account just how much things have changed. Likud members used to venerate their prime minister, but at last year’s Likud convention, Netanyahu was being disparaged left and right in a way that had never occurred before. In addition, much like the younger generation of Congressional Republicans here, folks like Danon have little desire to stand on tradition and do not venerate Netanyahu, and are not going to “fall at his feet” just because he wishes it….There is a new coterie of deputy ministers and up and coming backbenchers who not only do not like or trust Netanyahu, they don’t feel as if they owe him anything. He did not mentor them and they got to where they are now via the Likud primary, which Netanyahu now wants to get rid of, and so they are not going to back him just because he asks. And unlike a year ago, they are no longer revolutionaries and they speak for a larger percentage of the party.”
While my assessment of the dynamic was correct, my assessment of Netanyahu’s grip on the party and power to influence outcomes was not. Earlier this month, three proposed Likud constitutional amendments whose aim was to weaken Netanyahu were withdrawn under pressure before they could even be brought up for a vote. It seems clear that the new deputy ministers do not like or trust Netanyahu a great deal, but it seems equally clear that Netanyahu is still very much in control of the party and is not going anywhere.
I’m sure there is more, and please feel free to point out any other things that I got egregiously or embarrassingly wrong this year. Here’s hoping to a great 2014.