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
March 4, 2015 § 10 Comments
I doubt there’s anyone reading this who didn’t watch (or at least read the transcript of) Bibi Netanyahu’s speech themselves yesterday, and everyone has their own well-informed opinions by now so I don’t feel the need to comment too extensively. I did want to flag just a few things though that I found interesting or significant.
1. Coming into the speech, the conventional wisdom on the right was that Netanyahu was going to inform Congress and the world of all the worrisome details in the emerging Iran nuclear deal that the administration has been withholding, and the conventional wisdom on the left was that Netanyahu was going to bash the administration and argue that nothing short of military action will halt Iran’s inevitable march to a bomb. Netanyahu actually did neither of those things, and I found his speech to be relatively tame. As I expected (which you know if you were following me on Twitter yesterday morning), he was conciliatory toward Obama and the Democrats and clearly realized that there was no further benefit to stoking the fire, and he didn’t say anything new in his speech that he hasn’t said before. I found the first half that catalogued Iran’s various sins somewhat unnecessary, as nobody to be taken seriously is arguing that Iran is a positive actor or a force for good in the world, but I also happen to agree with Bibi’s characterization of Iran as a revisionist state engaged in all sorts of unsavory and troublesome behavior around the world, so perhaps there are some who needed the reminder. I do not think that he hit a home run as nothing he said will convince anyone on the fence to change their views, but I also do not think that he struck out since predictions of a confrontational, bombastic, offensive Netanyahu were wrong.
2. I wrote yesterday that I was listening for a viable alternative to the administration’s current approach, and Netanyahu did not offer that exactly. His prescription was to negotiate a better deal, but the details of how one goes about doing that were non-existent. Is it replacing John Kerry and Wendy Sherman with negotiators more inclined to yell and throw a chair or two? Is it passing a sanctions bill now, before negotiations have concluded, to put more pressure on the Iranian side? Is it to pull out of negotiations unless Iran drops any demands that cross certain red lines, like a sunset clause (which if I were negotiating things on the U.S. side would be a deal breaker for me)? Natan Sachs makes a great point in Ha’aretz, which is that trying to torpedo this deal before things have run their course makes it much likelier that the administration will rush to sign an agreement even if it isn’t an ideal one, and that is obviously a very suboptimal outcome. I wish Netanyahu had been specific about how he thinks a better deal can be achieved, since it’s very easy to tear something down but far harder to do so constructively.
3. While I don’t think the speech will move the needle at all in terms of whether individual congressmen are in favor or opposed to talks, more sanctions, etc. I think it’s likely to have motivated more members to approve the Menendez-Corker bill in the works that will require congressional approval of any agreement. This is a good development, not a bad one. Even leaving aside that the executive branch has steadily gobbled up more and more power for decades and destroyed nearly any balance between the branches – a development sorely in need of a corrective – tacking on explicit legislative approval creates the two-level game that is required to get the better deal that Netanyahu believes is out there. If Obama or Kerry can turn to the Iranians and make the case that there are certain elements that simply will not pass Congress and that including those elements will scuttle any negotiated deal, it gives them more leverage in the negotiations since it convincingly self-binds them within a demarcated framework of what is and is not acceptable. It lets the U.S. negotiating team play good cop to Congress’s bad cop, and it can only create a better outcome for the U.S. side (assuming that Iran is serious about negotiating).
4. Far and away the most significant element to the speech is not anything that Netanyahu said, but what he left out, and I am baffled as to why this hasn’t been picked up on more widely. For the first time in awhile, Netanyahu did not insist on his oft-repeated demand that Iran be left with zero enrichment capability, and I assume that this was intentional. If Netanyahu is resigned to a deal happening and wants to make sure that it is one that Israel can live with, dropping the zero enrichment demand is the biggest and most important concession he can make since it creates a space that allows U.S. expectations and Israeli expectations to overlap, not to mention the fact that zero enrichment was a fantasy that was simply never going to happen. So long as Netanyahu was demanding no enrichment at any level, there was not going to be an outcome that he could live with. The fact that he did not repeat it suggests to me that he is taking a more realistic and more reasonable view of things, particularly since low level enrichment was always a red herring – the only number that matters is 20% and higher for breakout purposes – and for the first time, he is actually helping a deal along. I give him lots of credit for this, and I don’t particularly care whether he did it because he realized that demanding zero enrichment made no sense from a technical perspective or whether he did it because he realized that it was just not a realistic demand and hence decided to be pragmatic about things. Either way, people should take this for the positive development that it is, and hope that the aftermath of this speech is that it has created the necessary space for a better deal by enlarging the part of the Venn diagram where the U.S. and Israel overlap.
March 3, 2015 § Leave a comment
This morning’s Bibi Netanyahu speech to Congress is must-see tv if for no other reason than to observe the culmination of all the histrionics of the past month, but there is also one key thing in my view to keep an eye out for. Netanyahu’s goal is to make the case that the Obama administration is moving down a dangerous path with the Iran nuclear negotiations (although there are signs today that Iran may be looking for excuses not to sign a deal anyway) since allowing Iran to retain any nuclear capability or the ability to enrich uranium means that a nuclear breakout is inevitable, and that the world cannot and should not tolerate a nuclear Iran. We know that Netanyahu believes that a nuclear deal will not avert this result, and that it may even hasten it by confirming Iran’s right to enrich uranium and easing sanctions that make it harder for Iran to build a bomb, but we haven’t yet heard from him what his alternative is. I agree that a nuclear Iran is a terrible outcome, and a deal with a sunset clause that imposes no restrictions on Iran past the cessation of an agreement in the hopes that a new government will be lodged in Tehran is dangerously naive, but the alternatives bandied about do not accomplish the stated goal either. I’ve written about why I think the right deal is the best shot for preventing an Iranian bomb, but for those who disagree, I haven’t yet heard a convincing argument about what should happen instead.
If negotiations break down or Iran rejects a deal, then the options left are a) do nothing; b) impose harsher sanctions and wait for Iran to come back to the table or for the regime to fall; or c) bomb Iran’s nuclear facilities and/or wage a wider air and ground campaign. The first option of doing nothing may end up what happens given the difficulty of rallying already-reluctant countries for a different and more confrontational course of action, and this would certainly be a disaster, as it would allow Iran to proceed with its nuclear program uninhibited. The third option – military action – is also not going to prevent a bomb. Destroying Iranian nuclear facilities is a band-aid rather a permanent solution as they can – and will – easily be rebuilt, and it would unquestionably harden Iranian resolve to put facilities underground and go full out for a bomb as quickly as possible on the logic that the only way to deter future attacks is to become a nuclear power. There is very little chance that it will make Iran rethink its desire to gain weaponized nuclear capability, and unless the U.S., Israel, or some broader coalition is willing to make bombing runs every two years like clockwork, I can think of no more reliable way to ensure an Iranian bomb in the future. This is without even mentioning that sustained military action against Iran every few years would cause an inconceivable mess to U.S. interests and power in Iraq, Afghanistan, Yemen, Syria…the list goes on. As for the option of reenacting the Gulf War but this time in Iran, that is a pipe dream and will never happen; there’s no political support for it and even less military support for it.
This leaves the option that I think most deal opponents have in mind, which is harsher sanctions in an effort to get Iran to either voluntarily stop its program, force Iran into coming back to the negotiating table with a more conciliatory stance, or bring down the regime. While this sounds great in theory, I don’t see how to realistically connect the dots and turn this from theory into reality. Harsher sanctions are more likely to have the same effect as a limited bombing run given that Iran has abided by the interim deal so far according to all of the available evidence, and following up its compliance with an interim deal by imposing harsher sanctions will lead to the logical conclusion on the Iranians’ part that the only way to break the impasse is not through more concessions – as doing so may lead to yet more sanctions based on recent history – but to dash for a bomb. In other words, Iran is going to look at its expected payoffs and reasonably conclude that surviving sanctions and going nuclear yields a more certain benefit than making more concessions. Again, this may be satisfying to the U.S. and Israel in the interim as Iran’s economy crumbles even more, but it won’t achieve the ultimate outcome of preventing a nuclear Iran. The other big problem is that harsher sanctions only work with a buy-in from Europe, Russia, and China, and if the perception is that the U.S. is the unreasonable party, then a more crippling sanctions regime will be an impossible sell. This is why I still think a deal – and a good deal, rather than any deal – has to be pursued, and I don’t see that the other options on the table actually accomplish the ultimate goal.
So this is all a long way of saying that if Netanyahu gets up before Congress in an hour and gives a stemwinder trashing the deal – which I expect him to do – but does not then move to the necessary coda, which is what should come in place of a deal and what plausible and enactable ideas he has to prevent a nuclear Iran, then he will not have accomplished his objectives. It isn’t enough to say what you don’t like if you have no solution for what to do instead. There’s no question that an Iranian bomb is a disastrous outcome; there’s no question that reports about the status of the negotiations are worrisome. A serious speech from Netanyahu will suggest a way forward that is more to his liking rather than offering up a hope and a prayer.
February 25, 2015 § 3 Comments
With more odd goings on yesterday surrounding Bibi’s upcoming speech to Congress, I thought I’d give my quick take on what I think is actually taking place, as it seems to make little sense on the face of it. On Monday, Democratic senators Dick Durbin and Dianne Feinstein invited Netanyahu to a closed door meeting with Senate Democrats while he is in Washington next week, explicitly tying their invitation to a desire for avoiding “lasting repercussions” stemming from the damage they allege has been done to the U.S.-Israel relationship due to Netanyahu’s speech turning Israel into a partisan political issue. On Tuesday, Netanyahu declined the invitation to meet, writing to the senators, “Though I greatly appreciate your kind invitation to meet with Democratic Senators, I believe that doing so at this time could compound the misperception of partisanship regarding my upcoming visit.” Durbin followed that with a statement saying, “We offered the Prime Minister an opportunity to balance the politically divisive invitation from Speaker Boehner with a private meeting with Democrats who are committed to keeping the bipartisan support of Israel strong. His refusal to meet is disappointing to those of us who have stood by Israel for decades.” For a lot of people, Netanyahu electing not to meet with Democratic senators and offending two senior and staunchly pro-Israel members of that group in the process is a puzzling decision at best, and a confirmation of his overt partisanship in favor of Republicans at worst. Whatever your view of Netanyahu, rejecting the offer to meet does not seem to be doing Israel any favors in terms of restoring whatever bipartisan support has been lost over the past month.
What’s really going on here is not, however, quite so cut and dry. Just as John Boehner was playing politics and using Israel to put the White House in an awkward position when he and Ron Dermer concocted the invitation for Netanyahu to speak before Congress, the Democrats are doing the same thing here to the Republicans and using Israel to score political points. By inviting Netanyahu, Durbin and Feinstein were setting him up in a way that made it impossible for him to win and impossible for them to lose. Had Netanyahu accepted the invitation to meet with Senate Democrats – and only Senate Democrats – behind closed doors, it would have been an implicit admission on his part that the speech to Congress was indeed a partisan maneuver intended to benefit Republicans and embarrass the White House, and that this was an appropriate way of belatedly balancing things out. After giving a gift to the GOP and having it backfire, meeting with Senate Democrats would have sent the message that a chastised Netanyahu had understood that he screwed things up, and that in order to set things right he’d have to give something to the Democrats in return. The benefit to the Democrats here would have been twofold: public confirmation of the what they’d been arguing since the speech was announced – namely that it was a partisan maneuver designed to put the administration in a box – and an electoral benefit in the form of being able to show their constituents that they are pro-Israel and have no problem with Netanyahu himself, but rather that their issue is solely with the timing of the speech before Congress and the way that it was handled.
Now that Netanyahu has declined, the Democrats still win. As Durbin’s statement makes clear, they are now going to double down on the argument that Netanyahu is injecting himself into partisan politics, endangering bipartisan support for Israel by favoring the Republicans, and not really interested in having a substantive conversation with Democrats. As it happens, I believe those arguments to be accurate, but it doesn’t change the facts that Senate Democrats issued the invitation to meet privately as a way of making the Republicans look bad rather than to restore any sense of real bipartisanship. Just as the Republicans were using Bibi for their own political purposes earlier, Democrats are doing so now in response. This has little to do with Israel and everything to do with the scorched earth tactics both political parties use against each other. Netanyahu loses here too in the larger sense of things, as it looks to all the world like he is favoring the Republicans and blind to the dangers of politicizing Israel as an issue with Congress. He also damages relations with two powerful Democratic senators whom he might have counted on going forward but who will not be inclined to be giving him any preferential treatment in the future.
Nevertheless, it should have been obvious from the second the invitation to meet was issued that Netanyahu would decline it. Accepting it would have meant confirming his mistake, both in openly plotting with the Republicans with no realization that there would be consequences to doing so and in making a speech that seems to be doing Israel more harm than good. Bibi is not one to admit mistakes, and he certainly cannot acknowledge this one given how high he has raised the stakes with his rhetoric on the issue and being in the final stages of an election campaign. It would mitigate whatever benefit he will get – and yes, he will benefit at home politically in some quarters – from standing before Congress and thundering about the Iranian nuclear threat and his sacred duty to protect Israel. So from Netanyahu’s perspective, it makes perfect political sense not to meet with Senate Democrats, even though to many it is a head-scratching decisions since it appears that Netanyahu just missed out on a perfect opportunity to make things right with one side of the aisle and restore some much needed bipartisan love.
And so Israel is being wielded by both sides as a cudgel in order to pummel political opponents, and Netanyahu’s mess of his own creation just keeps getting worse and worse. In the meantime, reports about the Iranian nuclear negotiations are increasingly worrisome as talk of sunset clauses is bandied about, and Democrats who might have been inclined to take a harder line are reluctant to do so as Netanyahu has set up an environment in which it will appear that they are taking his side rather than that of the president, and thus Israeli fears about Iran are compounded. Netanyahu wins at home while Israel’s political standing suffers, which could have been avoided had he just structured the timing of the speech differently. Really, is there anyone left who thinks that this speech is in any way a good idea for Israel, or that it was ever about anything but Netanyahu’s personal political ambitions?
February 10, 2015 § 10 Comments
There has been tons of discussion over the past week about Mike Doran’s recent voluminous piece in Mosaic in which he argues that President Obama’s foreign policy in the Middle East – his approach to Syria, ISIS, Israel, Iraq, Sunni allies, etc. – can be explained through the prism of a desired rapprochement with Iran and a goal of building a new regional order in which Iran plays an integral role. According to Doran, Obama sees the U.S. and Iran as natural allies and believes that blame for enmity between the two countries rests with the U.S., and thus the president’s strategy has been to accommodate rather than confront Iran in the hopes that a nuclear deal will lead to a larger grand bargain. In other words, the nuclear deal itself is a means rather than an end, which makes the particulars of any negotiated deal less important to the White House than the fact that a deal gets done in some form or another, as a deal on Iran’s nuclear program is the only pathway to a new Middle East in which the U.S. and Iran cooperate on a set of shared interests. Doran has long and detailed sections on how American inaction in Syria and bad relations between Obama and Bibi Netanyahu were impacted by this overarching goal, and he also spends a lot of time building a case that the U.S. has made permanent concessions to Iran in return for short term and easily reversible Iranian restraint. The result, according to Doran, is that the U.S. has given Iran all of the leverage and guaranteed that any emerging nuclear deal will be a disaster. I have quibbles with some of the details and sub-arguments (more on this below), but I find the overarching thesis convincing: that the White House’s ultimate goal is to turn Iran into an ally based on the view that the U.S. and Iran are natural partners with a set of common interests.
Building off Doran’s piece and off a Washington Post editorial that takes Obama to task over the nuclear negotiations, Walter Russell Mead lays out a list of problems with a nuclear deal that he sees the White House needing to address in order to gain real support for its Iran policy. These include enhancing Iranian power in the Middle East at the expense of a regional balance, assuming that a more powerful Iran will be less hostile to the U.S., linking more engagement with Iran to eventual regime liberalization and transition, and selling out a set of current allies without any guarantee of an adequate replacement. Even more so than Doran’s, Mead’s piece resonates because he is completely focused on the end game and on challenging the assumptions underlying the Obama administration’s view of a post-deal world. I agree with Doran that the administration’s strategy on nuclear negotiations is animated by wanting a grand bargain rather than wanting to deal with Iran’s nuclear program qua nuclear program, but I part ways with him when he focuses his ire on the nuclear deal itself. Not only am I not convinced that a nuclear deal is inherently a bad thing, I think that focusing on the nuclear aspect of Iran policy is a bad tactic. Those worried about Iranian intentions and Iranian power as a force of destabilization in the Middle East – and you can firmly include me in that camp – should assume that a deal is going to happen and should start thinking now about how to then contain a nuclear Iran in every way possible instead of wasting time trying to prevent what may be a fait accompli.
Why do I think that a nuclear deal is itself not a disaster? I’ll stipulate up front that I have no expertise in the science component of this or in knowing precisely how much enriched uranium constitutes a significant quantity, a.k.a. the point of no return in terms of preventing a usable bomb. But friends and colleagues who are experts in this stuff claim that the fighting about number of centrifuges is a red herring because the real issue is the 20% enrichment level, and nobody disputes that the November 2013 Joint Plan of Action successfully diluted the enriched uranium, which is what lengthens the breakout time. The ten thousand centrifuges that Iran already has are IR-1 centrifuges, but those are not the efficient ones that will allow a quick nuclear breakout, and the more efficient IR-8 centrifuges are the ones that the JPOA addressed. So any deal that preserves this status quo, meaning continued dilution of 20% enriched uranium and a cap on IR-8 centrifuges, makes a breakout period long enough to be easily detectable in time to verify it and take required action, military or otherwise.
Let’s assume for a moment though that this is wrong, and that somehow the Iranians will figure out a way to use the old centrifuges with greater efficiency and increase their stock of 20% enriched uranium. Let’s further – and much more concretely – assume that Iran is going to do everything it can to game the system and violate nuclear agreements, since all evidence suggests that it has tried to do so with degrees of success for years (see Fordow for the most prominent example). Let’s also assume that Iran sees a nuclear deal as nothing more than a way to lift sanctions and has no intention of genuinely freezing its nuclear program. Even in this situation – and to be clear, I am not playing devil’s advocate on these last two assumptions; I presume that this is precisely what will occur – isn’t a deal that creates an inspections regime the best way of preventing Iran’s attempts at cheating from being successful? If Iran wants a nuclear bomb, I’d much rather have as many roadblocks in place as possible than having no roadblocks at all. If a deal is not reached next month and further sanctions are slapped on Iran, that’s all fine and good, but sanctions alone are not going to stop a determined wannabe nuclear state from achieving that status. The most punishing sanctions conceivable will make it harder, but will not foreclose the eventual result. North Korea has no economy to speak of and is as isolated from the rest of the world as if the country exists in a different galaxy, and somehow it managed the trick. Put more simply, option one is to allow Iran to resume its nuclear program in a hellbent manner and with no inspections or safeguards in place, and option two is to put inspections and safeguards in place to try and frustrate Iran’s nuclear ambitions. Isn’t the logical choice here option two, even if it is a less than perfect solution? Isn’t something in this case much better than nothing if the actual ambition is to stop an Iranian bomb (as opposed to regime change)?
The argument against a deal at this point rests on the implicit assumption that military action will be used to stop Iran’s nuclear program (and perhaps overthrow the regime), and I don’t see that happening. It’s pretty clear to me that the Obama administration won’t do it, and anything short of an Iraq War-style ground invasion (as opposed to some targeted strikes against nuclear facilities) would be a band-aid solution anyway, whether such a limited strike is carried out by the U.S. or Israel. Regular inspections and continued dilution of 20% uranium are the only possible ways of preventing a nuclear Iran given current realities, so why not just strike a deal and watch Iran like a hawk for the next few decades? I agree that the administration has been too sanguine about Iran and its nuclear ambitions, but arguing about what could have been done better in the past is pointless. If your absolute and most pressing goal is to prevent Iran from going nuclear, and you recognize that a long and sustained military campaign is just not in the cards even if you think such a move would be wise (and I don’t), then the best way of doing so is a deal that puts intrusive inspections and limits in place, as it provides the highest chance of detecting Iran’s attempts at a surreptitious breakout.
The real action right now should not be on preventing a deal, but on preventing a larger policy of trying to turn Iran into a partner and ally. To call such a policy foolhardy would be charitable, as the regime’s very legitimacy is derived from its demonization of the West generally and the U.S. in particular. I wrote about this in September so there’s no need to extensively harp on it again now, but the Iranian regime cannot and will not risk its own domestic standing by significantly decreasing its public hostility to the U.S. To do so would put its entire rule in danger, as ideological states that allow their central governing political ideology to be delegitimized end up dealing a fatal blow to their own legitimacy and ultimately to their own survival by making themselves vulnerable to challenges from the opposition. The Iranian state’s rule and political institutions are structured around a revolutionary ideology that assumes opposition to the U.S. and the West as a raison d’être and thus betraying the revolution in such a blatant manner as openly reconciling, let alone partnering, with the U.S. is not a realistic or even rational move for the Supreme Leader and his cadre. In Iran’s case, this is magnified by the fact that the first generation of ideological and revolutionary true believers are still around, and to the extent that ideological states become post-ideological, it only happens once the originators of the ideology are off the scene, as they can be expected to have a deeper and more personal connection to the ideology than successive generations of leaders who have had the ideology instilled in them but were not present at the creation.
Hoping for a change in regime and a more friendly government to come to power and embrace the U.S. is barely more likely than the current regime changing its tune. As the past four years in the Middle East have demonstrated, revolutions frequently do not lead to regime change, and in the event that they do, there should not be any reasonable expectation of a liberal or pro-American government coming to power, no matter how educated/wealthy/enlightened/secular/fill-in-your-favorite-adjective the population is. Nobody likes to remember this, but the leaders of the Green Movement in 2009 were not opposed to Iran’s nuclear program, and in fact embraced it. Assuming that engagement with Iran will quickly lead to greater liberalization, political pressure from the masses, splits among ruling elites, and eventually a transition to democratic government is destined to end with dashed hopes. Political change in this manner is glacial in its pace, and the link between economic liberalization and political liberalization is dubious. Look at China for the best datapoint, which has economically liberalized relatively rapidly in the scheme of things (and by relatively rapidly, I mean over 20 or 30 years), but has moved far more slowly on political liberalization. The point here is that anyone assuming a grand bargain with Iran leading to cooperation on a variety of fronts and a new regional order anchored by a pro-American Iranian government is taking so many leaps of faith that are contradicted by theory and evidence as to make a serious argument in its favor crumble on sight.
For as much as Obama’s critics like to paint him as a slave to reflexive liberal ideology, when it comes to foreign policy the White House focuses on interests rather than ideology to the exclusion of all other factors. Obama behaves like an ideal type of a theoretical realist, and in nearly every situation assumes that states act according to their pure rational utility maximizing interests. It has led to a miscalculation of Russian behavior, and it is leading to what will be an even costlier miscalculation of Iranian behavior. What should be happening now is preparation for a full court press to see Iran completely bottled up in the aftermath of a nuclear deal, and a plan for reassuring our allies in the region – assuming that we still want to have any – with explicit security guarantees and large public demonstrations of military cooperation. A nuclear deal is only a bad thing if it means ceding the region to Iran in the aftermath of an agreement, and that does not have to happen. Separating out the nuclear deal from Iran policy writ large is difficult as the two are obviously connected, but it’s not impossible. To paraphrase Leon Wieseltier on a different topic, we should be working toward a deal as if there is no larger reason to contain and hinder Iran, and containing and hindering Iran as if there is no nuclear deal.
January 22, 2015 § 30 Comments
Anyone reading this blog knows by now that it has been a wild and wacky 24 hours in the never-ending soap opera that is Prime Minister Netanyahu and his involvement – whether direct or indirect – in American politics. The newest chapter was sparked by President Obama’s State of the Union vow to veto any new sanctions bill that Congress passes targeting Iran, and Speaker John Boehner’s response the next day of inviting Netanyahu to address Congress and speak about “the threats posed by radical Islam and Iran.” While Netanyahu is often himself accused of trying to intervene in American politics, this was a clear cut case of someone else using Netanyahu to intervene in American politics, as Boehner’s hope is that a speech to Congress by Netanyahu will rally the troops and establish enough political cover for wavering legislators to override any future veto by Obama. The White House was obviously incensed, and declared this to be a breach of protocol since Boehner had invited a foreign head of state to Washington without first checking with his own head of state. Things started to become a bit more sticky today when Nancy Pelosi confirmed that she had nothing to do with the invitation and thus it was not a bipartisan invite, and then the White House stated that Netanyahu would not be meeting with Obama while in Washington because it is longstanding policy not to meet with visiting political candidates so soon before an election, and Netanyahu’s visit is going to be two weeks before Israeli elections on March 17.
This last point is key, because contra Max Fisher, who primarily sees this whole thing as the latest Netanyahu intervention into U.S. politics, I don’t think that is what Netanyahu is actually up to here. When Boehner was the one who invited Netanyahu in a clear effort to bolster GOP thinking on Iran policy, it strikes me as strange to argue that this is somehow a Netanyahu initiative, and that this is really the GOP cheerleading an anti-Obama campaign on Netanyahu’s part rather than the GOP using Netanyahu for its own ends. No doubt Netanyahu is as eager for new sanctions on Iran as his Republican friends, but the main reason speaking before Congress at the beginning of March holds appeal for him is because it is a unique campaign rally opportunity. One of the largest criticisms the Bujie Herzog-Tzipi Livni Zionist Camp alliance has had of Netanyahu’s conduct of foreign affairs is that he has needlessly alienated the Obama administration, and in so doing damaged relations with the U.S. and Israel’s standing in the world. Given the paucity of serious security figures in the Labor-Hatnua list, not to mention the fact that Labor’s comparative advantage when it comes to Israeli voters is on social and economic issues, harping on the alleged damage that Netanyahu has caused to U.S.-Israel ties is going to be the left’s biggest security and defense campaign issue. This is even more salient in the aftermath of this summer’s fighting in Gaza and given the widespread disillusionment with the Palestinian Authority and the peace process across the political spectrum, removing Netanyahu’s foot dragging on two states as a potent campaign issue.
In such a political climate, Netanyahu would be hard pressed to come up with a better rejoinder to the left’s argument about deteriorating relations with the U.S. on his watch than being invited to speak before Congress for a third time (tying his hero, Winston Churchill) and being cheered and applauded by members of both parties as he touts the common U.S.-Israel fight against Islamic extremism. The timing here couldn’t be better for him in terms of the vote, and no doubt he will use the speech during the final two weeks of his campaign as proof that the relationship with the U.S. is still rock solid and that Herzog and Livni are off-base with their criticisms, never mind the fact that Congress does not the entire U.S. government make.
While the logic might seem sound to both Boehner and Netanyahu, there are some potentially serious pitfalls in the plan. Starting with the GOP, there is the risk that the charge Fisher raises – of it being unseemly to side with the leader of a foreign country over one’s own president – will stick, particularly given the contention that it is inappropriate for Congress to invite a foreign leader without first consulting with, or at least informing, the president in advance (as an aside, I get the head of state argument, although I don’t see why Congress needs to clear its speaking invitations with the president, no more than the White House needs congressional approval to hold a joint Rose Garden press conference or hold a state dinner – I’d be grateful if any readers with particular expertise in constitutional law could elucidate whether there is a separation of powers problem here or not). More importantly for Boehner’s purposes, the Netanyahu invite could potentially backfire from a tactical perspective if there is a backlash against invoking the strength of the pro-Israel lobby to torpedo a president’s policy priority. This is precisely what happened in the 1981 fight during the Reagan administration over selling AWACS aircraft to Saudi Arabia, where the role of pro-Israel lobbying became a hot button topic. After public opinion had initially been opposed to the arms sale, with 73% opposed, Israel’s strident lobbying became an issue and public opinion shifted as a result, with 53% expressing that “once the President had decided to sell the planes to Saudi Arabia, it was important that Congress not embarrass him with the rest of the world,” and 52% agreeing that “the Israeli lobby in Washington had to be taken on and defeated so it’s a good thing the U.S. Senate upheld the plane sale to Saudi Arabia.” By explicitly tying Israel to new sanctions, Boehner is hoping to capitalize on Israel’s general popularity with voters and Netanyahu’s popularity among GOP and some Democratic lawmakers, but doing it so nakedly and overtly can have some unintended consequences.
Moving to Netanyahu, I’m not sure this is a winning maneuver for him, and I think he is actually taking a substantial risk. He is already being criticized at home for trying to subvert election laws through this speech to Congress, and in fact there has already been a petition filed to judicially block the speech from being aired on Israeli television. Furthermore, he is opening himself up to a mountain of opprobrium for further damaging relations with the Obama administration – and yes, the refusal to meet with Netanyahu when he is here may be justified given the election timing, but it is also an unambiguous slap down from a furious White House – and Democrats in general. Don’t forget that Pelosi has already hung him out to dry, and other Democrats will follow suit as they do not appreciate Netanyahu’s blatant coordination with the Republicans, irrespective of how they feel about Israel or further sanctions on Iran. If Herzog, Livni, Lapid, Kahlon, and the rest of the cast of characters looking to take down Bibi are smart about it, they will also seize on the fact that Netanyahu is being used as a political football here and either not aware enough to realize that it is going on, or worse, willingly allowing it happen. It does not speak well to Netanyahu’s instincts or leadership to be manipulated by Congressional Republicans for their own purposes and possibly damaging himself in the process.
Finally, in accepting such a charged invitation to speak, Netanyahu is keeping to a pattern of putting his personal political prospects ahead of Israel’s longterm interests with regard to the U.S., and that is where the real danger comes from. It’s one thing to blame Netanyahu for bad relations with a president who will be out of office in two years; one can argue that this is a problem that will resolve itself with no residual effects. But if you view Netanyahu’s machinations in a larger context, by constantly and openly favoring the Republican Party – either himself or through Ron Dermer’s actions in Washington – he is putting Israel itself at long term risk by helping make it a wedge issue in American politics. I constantly argue that Israel’s primacy of place in the U.S. is due to popular opinion, but the caveat there is that this only works when it is bipartisan popular opinion. Netanyahu’s actions, where he sides with the Republicans in a very exaggerated manner, are having a serious effect and eroding traditional cross-spectrum popular support for Israel, and once that passes a point of no return, Israel is going to have serious problems. I don’t place the blame for wavering support in the Democratic Party for Israel solely at Netanyahu’s feet by any means, but he is a big part of the problem and has stoked the fires at many points. The GOP has an obvious political interest in making Israel a full-fledged wedge issue and using it as a cudgel to hammer the Democrats as often as it can. The burning question for me is why Netanyahu is so willing to allow himself to be used in furthering this outcome when it is so obviously not in Israel’s interests.
December 3, 2014 § 4 Comments
The big news from Israel this week is that early elections, long predicted by many, are now officially here. Following months of bickering between Bibi Netanyahu and his various ministers, internal upheaval within Likud, and fights over legislation involving the budget and the Jewish nation-state bill, Netanyahu yesterday fired Yair Lapid and Tzipi Livni from the cabinet, the Knesset voted to dissolve, and elections have been scheduled for March 17. This government did not even make it to the two year mark before dissolving (elections were in January 2013 and the coalition was formed in March of that year), but this shouldn’t have come as a surprise to anyone. This was in many ways the strangest and most unlikely coalition government to ever be compiled in Israeli history. You had ministers from other rightwing parties not even trying to hide their desire to at some point soon supplant Bibi by overthrowing Likud, ministers from Bibi’s own party quitting because of their distaste for him, an alliance between two parties – Yesh Atid and Habayit Hayehudi – that had little business allying on anything but did so in an effort to box Bibi in, and such polar opposite opinions between ministers on matters ranging from Jerusalem to the peace process to the budget to Israel’s identity that the government could not credibly claim to have a unified coherent opinion on anything. So this was never a matter of if the government would spectacularly implode, but a matter of when.
Yet despite the complete dysfunction and mayhem that has marked Israel’s 33rd government, Netanyahu’s move to fire his ministers now and to hold new elections is a misstep for him. Netanyahu’s thinking seems rather straightforward here, and theoretically makes sense; the polls indicate a bigger share of votes for rightwing parties in general, so he can go to new elections, construct a coalition that leaves out Lapid and Livni and thus eliminates his budgetary nemesis and his peace process nemesis, and bring in the Haredi parties instead – who will do whatever Bibi wants provided they get their usual buy-offs in the form of subsidies and benefits – and have a much easier time managing his government. It seems simple enough to trade in the current coalition for a more rightwing and pliable one, but Netanyahu may find in the end that he is going to get more than he bargained for, because while this plan makes sense on paper, the path to getting there is not quite so easy.
For starters, a more rightwing coalition doesn’t necessarily mean a more pliable one. The truth is that for varying reasons, Netanyahu has very few allies left on the right aside from Yuval Steinitz and Bogie Ya’alon. Not only is he without allies, but leading rightwing politicians actively and openly despise him. President Ruvi Rivlin, whose Likud credentials are unimpeachable, would love nothing more than to see Bibi toppled following the prime minister’s failed attempt to prevent Rivlin from replacing Shimon Peres as Israel’s president and views Bibi as unnecessarily inflaming relations between Israeli Jews and Israeli Arabs. Gideon Sa’ar, who is enormously popular among the rank and file and who was the leading vote getter in the last Likud primary, resigned his ministerial and Knesset posts in September, but gave a “retirement” speech in which he made plain his disdain for Netanyahu and that he would be returning to politics in the near future. Moshe Kahlon, another popular Likud politician who was a main driver of Mizrahi votes for the party, suddenly quit the party right before the last election over reported differences with Bibi and has now formed his own party with the aim of siphoning more votes away from Netanyahu. The enmity between Netanyahu and the ascendant radical Likudniks such as Danny Danon and Moshe Feiglin is well-documented and this group smells blood in the water as an isolated Netanyahu now sits on an island occupying the left pole of the party. Then there is Avigdor Lieberman, who is zigging and zagging – including releasing his own peace plan last week – and trying to be all things to all people in hopes of fulfilling his long held dream of becoming prime minister one day himself. He is only going to cooperate with Netanyahu to the extent that it furthers his own career interests, and given that the best way of positioning himself is to differentiate himself from the current prime minister, I don’t anticipate much altruism from Lieberman being directed Bibi’s way.
Finally there is Naftali Bennett, who is slated to take over Yair Lapid’s role as Bibi’s bete noire in the next government. Despite appearing to have reached a detente in recent months, Bennett and Netanyahu are still at odds, still have personal issues with each other (thanks to Sara Netanyahu), and are natural political rivals. Unlike Lapid though, Bennett represents an actual threat to Bibi, because he has the ability to hit Bibi where it hurts by stealing the prime minister’s own base. I have been arguing for years that the real political threat to Netanyahu comes not from his left but from his right, and Bennett is the personification of that threat. He is more appealing to the settler right and to nationalists – and let there be no doubt that Netanyahu’s championing of the Jewish nation-state bill is primarily an effort to win back the mantle of Israel’s most vigilant nationalist – and more appealing to the economically conservative technology and entrepreneur class as he is one of them. The right trusts him in a way that they don’t trust Bibi, and this goes double for religious voters. Bennett has also made a naked play at broadening Habayit Hayehudi’s electoral appeal by amending the party’s constitution in September to allow him to directly appoint every fifth candidate to the party’s electoral list in order to get more secular and Russian candidates into Habayit Hayehudi’s Knesset bloc. The upshot of all this is that Bennet doesn’t want to help Netanyahu; he wants to replace Netanyahu. He knows that it is unlikely to happen outright in this election, but if Bennett emerges from elections with the second most mandates in the Knesset, he is going to spend his time either pulling Netanyahu rightward – and loudly taking the credit for the results – or setting up showdowns designed to expose Netanyahu as a fraud to Israeli rightwing voters. Either way, Netanyahu may end up longing for the types of battles that he had with Lapid rather than those that will be orchestrated by Bennett.
Then there is Netanyahu’s assumption that the result of elections in March will be more overall Knesset seats for the rightwing bloc, and I’m not so sure about this one either. The current polls certainly reflect this to be the case, but the election is three months away and Israeli polls are notoriously unreliable. If Lapid and Livni band together, which by all indications is going to happen, it is going to pull the combined party to the left as Lapid will bring Livni along with the socially oriented economic program that he cares most about while Livni brings Lapid along with the peace process program that she cares most about, and such a party has a good shot of picking up more votes than the individual sum of its parts. In addition, Kahlon is polling well despite having literally no platform or real public positions yet, and that may dissipate very quickly once he is held to the fire. Even if it doesn’t, Kahlon’s party may end up being more leftwing than rightwing given his historical focus on socioeconomic issues for Israel’s more underprivileged sectors. The Israeli economy has suffered since the Gaza war, and if Netanyahu’s economic stewardship becomes a loud campaign issue, which Lapid and Labor are both trying to make happen, it does not bode well for any of the parties on the right given Netanyahu’s reputation as the godfather of unbridled Israeli capitalism.
Leaving aside the right more generally, Likud itself may not even match its current nineteen seats despite the early polls. Voters are wary about the state of the economy, and for the first time in a decade there is a real sense of unease over the domestic security situation given the spate of attacks in Jerusalem and the West Bank. Netanyahu’s choice of making such a big deal over the nation-state bill is also an odd one, as his traditional appeal is as the only experienced grownup in the room who can truly protect Israel in a time of growing threats. There is risk in pursuing this battle-tested strategy coming on the heels of a mixed performance in Gaza and new upheaval on the Palestinian front, but it is also true that many more Israelis are inclined to support Netanyahu’s no-nonsense rhetorical approach when they are feeling less safe. There is far less consensus on the nation-state Jewish identity issue than there is on being vigilant with Israel’s security, and by seizing upon the nation-state bill to benefit his own campaign, Bibi is taking a risk that he is actually using a wedge issue that will harm him. Likud is more likely to draw votes by primarily projecting itself as the ultimate guarantor of Israelis’ safety than by primarily projecting itself as the ultimate guarantor of Jewish identity. There is also the fact that a not insignificant chunk of voters seems to be annoyed that Netanyahu is going to early elections and don’t quite see the point beyond political expediency, which could hurt Likud. Finally, it is looking like with everyone gunning for Netanyahu personally, this campaign may end up being a referendum on the man himself, and while he has been popular enough to slide by with a plurality of votes in a very divided political system, he is not universally popular in any objective sense of the word.
A lot can happen in the three months between now and the election that will affect votes in unanticipated ways, be it rock throwers on the Temple Mount or Sara Netanyahu’s Haagen Dazs budget, but my educated guess this far out is that the right’s share is not going to be too much above 60-65 votes and that Likud is going to lose ground relative to Habayit Hayehudi so that the power imbalance between Netanyahu and Bennett narrows further. Netanyahu is living in a cocoon and has been at the top for so long that his instincts are off. If he ends up with a narrower margin above the leftwing parties than he is expecting along with a further empowered Bennett looking to stick a knife in his back at every opportunity, Netanyahu may just end up wishing that he had left well enough alone and stuck with his current low-grade headache rather than trading up for a migraine.