July 25, 2013 § 13 Comments
Now that reports are surfacing that negotiations between the Israelis and the Palestinians are scheduled to begin in Washington on Tuesday – although there are also conflicting reports that Saeb Erekat is going to stay home until the Israelis agree to use the 1967 lines as the basis for negotiations over the final border – it seems like a good time to lay out some reasons for optimism and reasons for pessimism about whether these talks are fated to go anywhere. Since I am generally pretty cynical about such things, let’s start with the reasons why I think the talks may fail. One of the biggest obstacles is the domestic politics involved. Brent Sasley has written a thorough piece arguing that the politics right now on the Israeli side are actually favorable for meaningful negotiations and concessions, but I tend to see things differently. Prime Minister Netanyahu has not shown the willingness in the past to actually deal with the hard choices involved in coming to an agreement, and while that does not mean that he is incapable of doing so, nothing in his past indicates that he is an enthusiastic peace process negotiator. If he is being dragged to the negotiating table unwillingly through a combination of pressure and quid pro quo for past U.S. security assistance, it is not going to bode well for the final outcome. Even if he is doing it of his own volition, which is certainly in the realm of possibility, the fact that he seems unwilling to accede to measures such as relinquishing sovereignty over parts of Jerusalem – which is going to have to be in any deal that the Palestinians will accept – is a bad omen. Then there is the problem of Netanyahu’s party. The current iteration of the Likud is the most right wing in its history, and a large bloc, if not an outright majority of the party, does not trust Netanyahu and is adamantly opposed to negotiations. In fact, an increasingly large subset of Likud members, led by Danny Danon, have been openly calling for Israel to annex the West Bank and ditch the two state solution in favor of the rightwing version of a one state solution. It is also the case that the more radical Likud members now control the party’s policy apparatus and serve as deputy ministers in the government; in fact, it seems as if Netanyahu is refuting the latest nonsense from Deputy Defense Minister Danon every other week. Sasley argues that this cast of characters is aware that they cannot win without Netanyahu and will ultimately fall in line, but I am not nearly so certain. Plenty of Likud voters will vote for the party if, say, Bogie Ya’alon is the headliner, and I don’t think that the Likud ministers and back benchers are going to sit idly by if Netanyahu begins to give up territory in the West Bank or order the evacuation of settlements. They have staked their political reputations almost entirely on rejectionism of the two state solution, and just because Netanyahu asks them nicely does not mean that they would not rather have a smaller but purer version of the Likud. See the experience that John Boehner has had with his own unruly caucus of House Republican newcomers as a parallel to how this would play out. Furthermore, Netanyahu is being kept afloat by his temporary merger with Yisrael Beiteinu, which he wants to turn into a permanent one. Without the extra YB votes, Likud immediately loses 10-12 seats in the Knesset. The problem is that Avigdor Lieberman is in many ways the original rightwing one stater, and there is simply no way in which he agrees to keep the two parties together once settlements are given up. Netanyahu knows this, which provides another incentive to make sure that talks break down along their usual pattern. The same problem exists with coalition partner Habayit Hayehudi, which has repeatedly threatened to leave the government over the issue of freezing settlements and whose head, Naftali Bennett, is also an advocate of annexation. Sasley argues that pulling out of the coalition will risk breaking the party apart, leaving Bennett politically homeless, and so he can’t risk it. I think the much bigger risk to Bennett is the party folding or excommunicating him for selling out his core principles if he agrees to remain in a government that agrees to extricate itself from the West Bank. After all, the party’s very name – Jewish Home in English – is meant to refer to the entirely of the Land of Israel from the river to the sea and explicitly lay claim to all of the territory as part of the Jewish state. The idea that the greater risk in this lies in leaving the government seems to gloss over the very reason the party exists, its history, and its makeup. There is also the issue of a referendum, which Netanyahu has now promised to hold to approve any peace agreement that is struck with the Palestinians. While the latest poll in Ha’aretz indicates that 55% of Israelis would approve a peace agreement, that is in a generic sense. Once the details are factored in and various political parties and lobbying groups begin to play on Israeli fears about security, sovereignty over Jerusalem and the Temple Mount, the Jewish character of the state, etc. it will be very easy to siphon off entire groups of voters through scare tactics and populist campaigns. That 55% number is a mirage, akin to the way in which Yair Lapid supports a two state solution but is adamantly opposed to any division of Jerusalem; lots of people support a peace deal in theory, but the devil is in the details. Bennett knows this, which is why Habayit Hayehudi has pushed to extend the Basic Law that requires a referendum to approve giving up land that Israel has annexed – East Jerusalem and the Golan – to include the West Bank as well. The hope on the right is that a referendum will doom any successful negotiations for good. Finally, there is the Palestinian side. There is no need to rehash here all of the various arguments over Mahmoud Abbas and whether he rejected Ehud Olmert’s offer of 99% of the West Bank or whether he simply did not respond because Olmert was a lame duck and out of office before he even had a chance. My own opinion is that the truth lies somewhere in the middle, but I am not as convinced as others on the left that Abbas is a willing a peace negotiator. The insistence on preconditions to negotiating is a tactic designed to doom talks, and the fact that Abbas was not willing to jump on Netanyahu’s partial 10 month building freeze a couple of years ago as the excuse he needed to reenter talks does not bolster the case of those who want to pin all of the blame on the Israeli side. Abbas may indeed want to talk, but I do not think it is fair to portray him as champing at the bit to get started. On the flip side, there are reasons to be optimistic. While, as I noted above, Netanyahu has not shown a propensity in the past to reach an agreement that the Palestinians can reasonably accept, he certainly appears to have arrived at the realization that Israel’s international standing is becoming more precarious by the day. The EU guidelines on settlements last week seem to have been a wakeup call of sorts, and his now repeated public warnings that Israel is facing a real prospect of a binational state indicate that his attitude in 2013 is very different than it was during his tenure as prime minister in the mid-90s or during the beginning of his current stint in 2009. In addition, as Dahlia Scheindlin has pointed out, polls consistently and repeatedly show support for a two state solution, 83 out of 120 seats in the current Knesset are controlled by parties theoretically supporting two states, and the support for two states remains even when you add various line items about specific concessions into the polling questions. In this light, the referendum may turn out to be a very good thing, since it will reinforce the move toward a negotiated solution. It is also encouraging that Netanyahu is seeking political cover to do what needs to be done, since if he negotiates a deal that is then approved by the Israeli electorate, it will be difficult for the right to claim that he has overstepped his authority. Finally, there is the fact that the best way for negotiations to succeed is if the specific details are kept under wraps, and any concessions made by either side are not wielded by opponents of two states as populist cudgels designed to doom the talks. John Kerry has done a good job of this by not publicly outlining the conditions that each side have agreed to in order for talks to resume, but even more encouragingly so has Netanyahu. There is currently a purposeful cloud of ambiguity hovering over the question of whether Israel has frozen settlement construction or not, with Netanyahu denying such a freeze exists and Housing Minister Uri Ariel saying that the de facto and unannounced policy in place is not allowing for any new construction. This, more than anything, is the most hopeful sign of all, since if Netanyahu has actually frozen settlement construction while trying to trick his party and coalition into thinking that he has done no such thing, it is a more serious indication of his desire to really strike a deal than any other datapoint I have seen. P.S. To watch me talk about this more extensively, here is a link to a video of a roundtable hosted by David Halperin and the Israel Policy Forum that I did yesterday with Hussein Ibish and Dahlia Scheindlin. It’s long, but an interesting and thorough discussion of the various issues involved.
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.
February 13, 2013 § 2 Comments
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.
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.
November 12, 2012 § 11 Comments
Israel has been dealing with a constant barrage of rockets and shelling from Gaza since last week, and despite Egyptian claims to have mediated a ceasefire yesterday, it has apparently had no effect as the rockets have continued unabated today. Bibi Netanyahu warned foreign ambassadors yesterday that Israel might have no choice but to launch a ground operation into Gaza, and the Israeli press is rife with speculation that Cast Lead redux is about to begin.
On the face of it this may seem like a risky move. A ground operation into Gaza is bound to lead to civilian casualties and international opprobrium, along with the inevitable resulting Israeli investigatory commission. Also factoring in is that this is the second day in a row that Israel has fired at Syria in response to Syrian shooting at Israeli positions in its attempt to hit rebel fighters – the same dynamic that has been occurring along the Turkish border. If Israel goes after Hamas and other terror groups in Gaza, the possibility always exists for Hizballah to seize on Israel’s preoccupation in the south and launch its own rockets in the north, and between Palestinian armed groups in Gaza and Hizballah, it is the latter that is the far graver danger and more serious threat. Looming in the background of all of this is Iran, and how a large scale operation in Gaza might danger Israel’s diplomatic efforts to keep the pressure on the regime in Tehran. And of course, with elections coming in January, Netanyahu might be loathe to undertake any big risks right now that will endanger his presumptive reelection, and any large operation into Gaza is undoubtedly a big risk.
Despite all this, unless Egypt is actually successful and the rockets stop in the next two or three days, I think we are going to see Israel go into Gaza with air strikes and ground forces. To begin with, Israel has never been hesitant to do what it must to establish deterrence against Hamas, and the IDF is probably concluding right now that any hint of deterrence it might have created following Cast Lead is gone. It is an open question as to whether such deterrence ever existed, but the rocket escalation leaves little doubt that Hamas, Palestinian Islamic Jihad, and other armed groups in Gaza have zero qualms right now about targeting Israel civilians with rocket fire. No government can afford to let such attacks continue, and certainly the Israel government has not historically been shy about going after Hamas when it feels it is necessary.
The security angle is prominent, but there is a political angle as well. Netanyahu has been campaigning on security issues pretty much his entire political life, and the current campaign is no different. His focus on security is so strong that Kadima, in what can only be described as a last ditch effort amongst its death throes, has adopted as its campaign slogan “Bibi is endangering us” superimposed against a backdrop of a mushroom cloud. The irony of Netanyahu’s hawkish public persona is that he has never presided over a large military operation during either of his two tenures as prime minister, but as risky as it may be to send ground forces into Gaza right now, he cannot afford to just sit on his hands. A man running for prime minister whose primary rationale for reelection is that only he is prepared to do what is necessary to keep Israel safe cannot sit idly by as rockets rain down on southern Israeli towns and have any hope of winning the election. From an electoral standpoint, I don’t think Netanyahu has any choice but to respond with force and hope that the IDF is prepared for what it will encounter in the streets and warrens of Gaza City. If Netanyahu cannot deal with the threat emanating from his own backyard, he cannot credibly claim to be able to deal with the threat coming from Iran.
Compounding this situation is the fact that the other Israeli political parties are egging Netanyahu and Likud on. Kadima, Yisrael Beiteinu, Yesh Atid, and Habayit Hayehudi have all called for military operations hitting Hamas or the resumption of targeted assassinations of Hamas leaders, and even Labor has made a nebulous recommendation for “military and diplomatic pressure.” The only significant party urging a ceasefire is Meretz. This means that the longer Netanyahu waits to move on Gaza, the longer he will have to face calls from political rivals urging immediate actions, and every day this goes on endangers Netanyahu’s electoral prospects. It is one thing to take your time when the other parties are calling for calm, but quite another when elections are coming up and nearly every party across the political spectrum is calling for some form of action. As an aside, this also goes to show just how dead the peace camp is in Israel, and why Ehud Olmert’s apparent plan to reenter politics and campaign on the basis of reaching a peace deal with the Palestinians is going to be a disastrous miscalculation (more on that later this week).
As I noted yesterday on twitter, I think Israeli military action has crossed the threshold of being a lot more likely than not. As historically risk-averse as he might be, Netanyahu is not going to just wait this out. Security necessity and political calculations are both moving in the same direction here, and I think that we are about to see a Cast Lead-type incursion.
P.S. If this does indeed happen, I am going to be a busy man given what it will do to Turkish-Israeli relations in light of Erdoğan’s embrace of Hamas and imminent trip to Gaza.