Lessons To Be Learned From Netanyahu’s Victory

March 18, 2015 § 9 Comments

I’m going to pat myself on the back for predicting on Monday that Likud and Bibi Netanyahu would win the most seats, that Buji Herzog would have no viable path to becoming prime minister, and that the government formed would boil down to Moshe Kahlon deciding whether to go with Netanyahu or force a national unity government (for the record, I think Kahlon going with Netanyahu is now an inevitability given how things turned out.) But my specific seat predictions were way off, and it’s easy to see how. I expected two things to happen, which I closed out the post with: “First, I think that Likud will gain back some votes at Habayit Hayehudi’s expense as rightwing voters are freaked out by the late Zionist Camp surge in the polls, and decide to throw their support behind Netanyahu despite their general fatigue with him. Second, socioeconomic issues are dominating people’s concerns, and that will translate into unexpectedly strong showings for Yesh Atid and Kulanu at the expense of Zionist Camp and Shas.” I was more right than I knew about that first statement, and vastly underestimated just how much that shift from BY to Likud was going to occur. I was dead wrong about that second statement, which is what led me so far astray. Let’s dive into the numbers a bit to see what actually happened yesterday, and I have some thoughts on what the various consequences might be.

The most useful comparison is between this year’s results and the 2013 results. In 2013, the rightwing bloc of Likud, Yisrael Beiteinu, and Habayit Hayehudi won 43 seats; the leftwing bloc of Labor and Meretz won 21 seats; the two state solution bloc (which was only Hatnua) won 6 seats; the socioeconomic reform bloc (which was only Yesh Atid) won 19 seats; the Haredi bloc of Shas and UTJ won 18 seats; the Arab bloc won 11 seats. The last two seats went to Kadima, but frankly nobody at the time could explain what Kadima stood for and was running on, and I’m not going to try.

In yesterday’s election, the rightwing bloc of the same three parties won 44 seats; the leftwing bloc of the same two parties plus Hatnua (since it formed an electoral alliance with Labor) won 28 seats; the socioeconomic reform bloc of Yesh Atid and Kulanu won 21 seats; the Haredi bloc won 13 seats; the Arab bloc that is now the Joint List won 14 seats. Compared to the last election, the nationalist right picked up only one seat, the left picked up only one seat (since Zionist Camp plus Meretz in 2013 added up to 27, and it’s unfortunately impossible to tease out which Zionist Camp votes were for Labor and which were for Hatnua), the socioeconomic camp picked up two seats, the Arab bloc picked up three seats, and the Haredi parties lost five seats. Nothing about this is a surge for the right, or for any side for that matter; the various blocs remained more or less constant, with the exception of the Haredi bloc losing seats due to the Shas-Yachad split. But it is unquestionably a surge for Likud itself, which went from 19 seats in the current Knesset to 30 seats in the next one. Where did those seats come from? It’s pretty evident that they came from the two other rightwing nationalist parties, Habayit Hayehudi and Yisrael Beiteinu, which respectively won 12 and 11 seats in 2013 but fell off a cliff to 8 and 6 yesterday. When you add in the seat that Likud picked up once Eli Yishai’s Yachad party did not make the threshold, you account for pretty much all of Likud’s gain. There is simply no denying that Netanyahu’s eleventh hour tactics worked, which were to drum up turnout on the right and explicitly make the case that rightwing voters could only vote for Likud or they would be risking a leftist government. He successfully cannibalized his natural allies, and in so doing increased Likud’s share of the pie without making the pie any bigger.

The related questions of turnout versus polling are interesting as well. My initial instinct yesterday was that the polling – both pre-election and exit – must have been garbage, and I noted on Monday that there are many reasons not to trust Israeli polling, which proves to be inaccurate in some measure every cycle. After thinking about it a bit more though, now I’m not quite so sure. The legal moratorium on polls in the last few days before an election meant that no poll could be conducted after Thursday, and the exit polls were concluded two hours before the actual election itself (since they aren’t interview surveys, but require Israeli voters to cast their actual vote and then go and cast a dummy vote in a fake voting box for the exit pollsters, which then get collected and tallied). Netanyahu’s huge campaign push – in which he gave an unprecedented number of interviews and turned up the nationalist rhetoric –  occurred over the weekend and through election day itself, so the pre-voting polls would have had no way of capturing this effect. As far as the exit polls go, final voter turnout was up 4% from 2013, but if you were obsessively keeping track of the turnout numbers throughout the day yesterday as I was, you know that this turnout surge did not take place until very late in the day, so that the exit polls (which aren’t really polls) missed much of it. The exit polls may very well have been correct in reflecting a 27-27 deadlock between Likud and Zionist Camp at 8 PM Israel time, and the anecdotal evidence suggests that there was a flood of rightwing voters in the last couple of hours. The takeaway from this is not necessarily that Israeli pollsters are incompetent, although that can’t be ruled out, but that the accuracy of Israeli polling is not served by the legal blackout at the end of the campaign. On turnout, it should be noted that Netanyahu’s old-fashioned barn-burning turnout efforts destroyed the get out the vote campaign run by V-15 and Jeremy Bird. Likud increased its share of the rightwing vote, while Zionist Camp didn’t increase the percentage of leftwing voters or even get more of them to vote for Herzog. The money spent in this campaign to unseat Netanyahu was as big of a waste as what GOP groups spent in 2012 to get rid of Obama.

If there is one big thing that jumps out at me the day after, it is that ideology and identity distinctly trump economics in Israeli politics. Like in 2013, voters overwhelmingly listed socioeconomic concerns as their top issue in the run-up to the election, but ultimately that made little difference. There was no flock of new voters to Yesh Atid and Kulanu, which both ran on the economy and quality of life issues and had very little of substance to say on security. Likud, which barely bothered to campaign on specific policies, hugely increased its vote share by essentially saying, trust Netanyahu on security and send a message to the leftists and their foreign backers trying to take over your country. It was an emotional and identity-based appeal to nationalism that resonated with many voters, and it is a tactic that is sure to be replicated on both sides in the future.

There are many dangers in overt appeals to nationalism, one of which is that when you win, it makes it easier to demonize your opponents and claim that you have a mandate to do whatever you please. For Exhibit A through Z on how this works in practice, take a gander through the increasing ugliness of Turkish politics that has been wrought largely by Tayyip Erdoğan. Israel’s political system makes this even messier because of how it is structured. Netanyahu will act like he has been granted an enormous mandate following a landslide victory; after all, he beat the next largest party by a 25% margin in seats, obliterated the predictions for Likud based on the polls, and is going to control the winning coalition and be prime minister. Taking a step back though, Israel’s proportional representation political system means that in reality he won only 23% of the votes cast, which translates to 25% of the seats in the Knesset. He is simultaneously the clear winner and on the receiving end of 77% of Israeli voters preferring someone else. This does not in any way make his win illegitimate, and anyone who argues otherwise does not want to face reality, but the fact of the matter is that the system itself encourages post-election overreach. Netanyahu and his supporters are going to insist that his win validates his entire approach to politics, the Palestinians, the international community, etc. because voters were presented with a choice and they choose him. The true answer to that is in some ways yes and in some ways no, and as he will be leading the government fair and square, he can do as he pleases since that is how democracy works. But objectively, when the clear victor can only manage to get 1 out of every 4 votes cast, the system is probably not translating voters’ preferences into the appropriate policy outputs.

I don’t think much needs to be written on what Israeli policy will look like under a third consecutive Netanyahu government, since there aren’t very many surprises left. Netanyahu is who he is, and he is not going to undergo a late in life conversion that convinces him to shift course. I am more interested in what happens to Israel in the U.S., since Netanyahu’s reelection is going to keep on affecting one political trend that is already in full swing and may influence another, and perhaps more important, social one. The first is the partisanization of Israel in the U.S., which was very much laid bare by the machinations surrounding Netanyahu’s speech to Congress. The blame for this lies partially on both sides, although I certainly think one side is far more to blame than the other. Everyone with a dose of common sense knows that the White House badly wanted to see Netanyahu get tossed out by Israeli voters and that Netanyahu is now just biding his time until January 20, 2017 so that he never needs to think about Obama again, so it goes without saying that relations between Obama and Netanyahu for the next 22 months are going to be abysmal, and probably even non-existent. Will U.S.-Israel ties survive and come out the other side intact? Of course they will. But there will be more ugliness ahead and short-term relations are going to be very rocky, and if I worked in the prime minister’s office, starting today I would be spending all of my time coming up with a strategic plan for operating in the world without an automatic U.S. veto in the UN Security Council, because I think that era is now officially over. Netanyahu clearly and explicitly rejected a Palestinian state on Monday, and there is no walking it back or dissembling after the fact. That he did so wasn’t and shouldn’t be a surprise, but it destroys the legal fiction that he had constructed, and so when the Israeli government talks about the Palestinians not living up to their Oslo obligations or their promises to the Quartet (which in many ways they aren’t), that now officially goes both ways. You cannot insist that Palestinians must establish a state through the sole route of negotiations with Israel after you have declared unequivocally and without reservation that there will be no independent Palestinian state in the West Bank so long as you are prime minister. It was electioneering, but electioneering is not consequence-free.

Lastly, there is the pink elephant in the room that I have been ignoring so far in this blog post. Assess the following quote: “The right wing government is in danger. Black voters are coming out in droves to the polls. Left wing NGOs are bringing them on buses. We have no NAACP; we have the National Guard, we have only you. Go the polls, bring your friends and family. Vote Republican in order to close the gap between us and the Democrats. With your help and with God’s help, we will form a nationalist government that will protect the United States.” Nobody with any sense of decency would call that a legitimate effort to counter a get out the vote drive targeting minority voters. So when Netanyahu said it yesterday about Arabs – which everyone by now recognizes as the direct quote from him, with the specifics altered of course to make the analogy work – it wasn’t simply a legitimate attempt to just bring voters to the polls, as the usual suspects are reflexively arguing. Does this mean that Netanyahu is racist and has been harboring views all of these years that he just now allowed to come out, or that he made a racist appeal in a desperate attempt to boost his prospects? I don’t know, and frankly it doesn’t matter, since neither explanation is acceptable. The prime minister of any country should be nothing short of proud when more citizens vote, and exhorting only the right kind of citizen to get to the polls in order to counter the wrong sort of citizen is disgusting and unworthy of the leader of a democracy. That some people are falling all over themselves to pretend that there is nothing out of the ordinary or objectionable about this reflects just as poorly upon them as Netanyahu’s comments do upon himself. What all of this leads to for me is to wonder how this will affect American Jews. Just as the rejection of a Palestinian state under any circumstances will have political consequences, the blatantly racist appeal is going to have social consequences among American Jewry. American Jews as a group proudly support Israel, and one of the reasons is a conviction that Israel is in a tough spot but is genuinely trying to do the right thing. That argument, both internally and externally, becomes harder by some degree or another after yesterday. Are people going to look at the Jewish state bill in a new light? Is Netanyahu still going to get nearly universal support from establishment groups? Most crucially, what is the effective counter when the odious Boycott, Divestment, and Sanctions movement takes this quote and argues incessantly that it proves official and institutional racism in Israel? I don’t know the definitive answer to these questions, but I suspect that it will ultimately prove to be a significant aspect of Netanyahu’s eventual legacy.

Who’s Going To Win Tomorrow’s Israeli Election?

March 16, 2015 § 5 Comments

Israeli politics is massively entertaining and raucous under normal circumstances, but tomorrow’s election is particularly special since for the first time in awhile, the outcome is entirely up in the air. Nobody knows with any real degree of certainty who will emerge victorious or how the coalition horse trading will conclude or even who is going to get the first shot at building that coalition. Americans – me very much included – spend lots of time watching shows like House of Cards, Scandal, Game of Thrones, and others that provide twists and turns that hinge on varying degrees of political surprises, but there is nothing like the real thing, and Israel’s election is certain to provide that. If you haven’t been paying attention, you’re missing the best reality show that exists.

Anybody who is confident that they know who the ultimate winner will be is demagoguing and I do not claim any clairvoyant powers, so take everything that follows with a grain of salt as it is nothing more than my best guess based on the last polls that were published on Friday and some intuition developed after years of closely paying attention to Israeli political trends. Israeli polls are notoriously unreliable; large classes of voters are disproportionately inaccessible to pollsters (Haredim, Arabs, immigrants, working poor), Israeli voters are fickle and in many cases do not decide until the last minute, and the proportional representation system presents a fundamental dilemma of voting strategically versus voting your conscience. For instance, pretend that you are a lifelong Meretz voter stepping up to the ballot box on Tuesday. You are almost certainly secular, liberal, Ashkenazi, living in Tel Aviv or its immediate environs, and you despise Netanyahu with a burning passion. In the last election, you knew that the left had no shot at forming the government and so there was no reason not to vote for Meretz. In this election, however, the last polls gave the Machane Tziyoni (Zionist Camp) alliance led by Herzog and Livni a four point lead over Likud, and you know that at least a four point margin is likely required if Zionist Camp is to be given the first shot at forming the government. So voting for Meretz and the leftist bloc overall is actually not cost-free even though your vote for Meretz is functionally a vote for a Herzog government, as Herzog needs as much as a lead as he can get over Netanyahu in order to get a chance at building a coalition. The Habayit Hayehudi voter at the opposite end of the spectrum is faced with the same choice; voting for the far-right party that is guaranteed to be part of a Netanyahu coalition risks empowering the leftist (and yes, that is a dirty word to your typical rightwing Israeli voter), defeatist, if not outright anti-Zionist Herzog and Livni, and so do you swallow your principles and vote for Likud directly, or do you vote for Habayit Hayehudi and Naftali Bennett as the only way of keeping Netanyahu honest and guaranteeing that a Likud government will never compromise on settlements and giving up land? This is all a roundabout way of saying that Nate Silver’s sorcery would never work on the Israeli election, because the polls are a guidepost but are not entirely trustworthy.

Assuming that the final polling results hold up – and I don’t think that they necessarily will – it is going to be very hard for Herzog and Livni to form a government. The last Channel 2 poll had Zionist Camp at 25, Likud at 21, Joint Arab List at 13, Yesh Atid at 11, Habayit Hayehudi at 11, Kulanu at 9, Shas at 9, UTJ at 6, Yisrael Beiteinu at 6, Meretz at 5, and Yachad at 4. We can safely assume that Zionist Camp, Yesh Atid, and Meretz are a united bloc, which is 41 seats. Likud, Habayit Hayehudi, and Yachad will not join with that group under any circumstances and they hold 36 seats, which leaves a leftwing government needing to pick up 20 seats from the 43 remaining. The 13 seats held by the Arab list can be used to block Netanyahu and Likud, but since the Arab list is not going to sit with Zionist parties barring a momentous and unprecedented policy change, Herzog actually needs to find 20 seats from the 30 represented by Kulanu, Shas, UTJ, and Yisrael Beiteinu. Shas and UTJ have sat with leftwing governments in the past, but even if they are willing to do so again, neither they or Lapid will sit with each other. Yisrael Beiteinu, which is led by Avigdor Lieberman, won’t sit with Meretz (and vice versa). Herzog could potentially pick up Kulanu, but he’d still need to somehow break the logjam between Lapid and the Haredi parties in order to get to the magic number of 61. In other words, Zionist Camp can beat Likud and the ideological leftwing bloc can beat the ideological rightwing bloc, and Herzog still has an almost impossible uphill climb to form a coalition. Not many people foresaw the bizarre Lapid-Bennett alliance two years ago and so I’m not willing to say that Herzog cannot somehow work some sort of combination of magic and legalized bribery in order to cobble something together, but it would be pretty much the most unworkable coalition in Israeli history and would be on death watch from day one. The one big wrinkle would be if the Arab list decides that actual political power is worth compromising on its principles and joins the coalition, but even then Herzog is not home free as Kahlon has publicly stated that he will not sit in a government that is dependent on the Joint Arab List for seats, which means convincing the Haredi parties to sit with Lapid, Meretz, and Arab parties. In other words, I wouldn’t be putting very much money on the next prime minister being Buji Herzog.

Netanyahu’s path is also difficult, but far less so. He starts with 36 and needs another 25 out of the remaining 30, but Shas, UTJ, and Yisrael Beiteinu sat in Netanyahu’s 2009 coalition and are all natural Likud partners. Those three parties get him to 57, meaning that Netanyahu’s fate hinges upon Kahlon. On the one hand, Kahlon is a former Likud minister whose list includes Netanyahu’s first term ambassador to the U.S. (Michael Oren) and whose support is drawn from Mizrahi traditional Likud supporters. On the other, Kahlon left Likud for a reason, starting with the fact that his stance on socioeconomic issues – which is his raison d’être in politics – is way out of whack with Likud and the right generally, and his base of voters has become disillusioned with Likud after feeling like it has been taken for granted and leans more left on economic issues. That Kahlon has stated as his goal to be appointed finance minister also cuts both ways. Netanyahu publicly promised over the weekend that Kahlon would be finance minister in his government irrespective of the number of seats Kulanu wins (an offer that Kahlon refused to accept before the election), and this is a promise that Herzog cannot match given his pledge to appoint Manuel Trajtenberg as finance minister should Zionist Camp form the next government. Despite this, it is hard to imagine Kahlon being more empowered to implement his agenda of lowering housing costs and regulating Israel’s banking system under a Likud government than he would be under a Labor government, and Kahlon know this full well. Again, I claim no clairvoyance to know what Kahlon is thinking or what his natural inclination is before both sides start wooing him in earnest, but I do know that he appears to control the only viable path to a third consecutive Netanyahu term, and you can bet that Netanyahu will move heaven and earth to gain Kahlon’s support. To paraphrase Mel Brooks, it’s good to be the king(maker).

Assuming that Kahlon does not want to enthrone Bibi, it means that Israel is headed for a national unity government. That could happen right away if Kahlon and Lieberman (natural allies in many ways given that they are both immigrants who came of age in Likud and now head parties that champion socially rightwing voters who have traditionally been poor and on the margins of Israeli society) decide that they will not recommend either Netanyahu or Herzog to President Rubi Rivlin and instead insist on a short-lived national unity government (and if they do this, it wouldn’t be surprising to see Yair Lapid, with his finger perpetually to the wind, do the same). It could also happen after three or six weeks of drawn out haggling with no resolution. If this happens, it would mean Netanyahu and Herzog agreeing to a prime ministerial rotation, and I have my doubts as to whether Bibi would actually accept such a scenario or would resign instead. In any event, for those who are still following along here, the sum total of this is that I am expecting either a third Netanyahu term or a national unity government, and which one occurs hinges entirely on Moshe Kahlon.

A few other small things to watch out for if you’re keeping score at home. First is whether Meretz, Yisrael Beiteinu, and Yachad clear the new higher electoral threshold of 3.25%, up from a previous 2%. While I suspect they will all squeak in – and frankly, you almost have to be rooting for YB and Lieberman not to make it for poetic justice purposes since he engineered the higher threshold in an effort to keep the Arab parties out in a move that backfired ever so spectacularly – the one I am keeping my eye on is Meretz, since it will not surprise me if Meretz is kept out of the Knesset. Meretz has basically been on a long and slow 15 year decline, but the pressure is really on now because I expect some Meretz voters to defect to Zionist Camp now that the left smells blood in the water and is riding the momentum of the final polls putting Herzog and Livni in first place. If Meretz does not make it in, this places Herzog’s path to becoming prime minister even further out of reach.

Second is the bad blood – and that’s putting it mildly – between Yachad leader Eli Yishai and Shas leader Aryeh Deri, the man whom Yishai replaced as head of Shas and who then had his revenge by replacing Yishai. In an effort to get back at Deri, Yishai split from Shas, initiating a nasty internecine fight and invoking insults directed at Deri from beyond the grave by deceased Shas spiritual leader and founder Ovadia Yosef. Yishai and Deri are mortal enemies, and having the two of them in the same coalition might present some problems as well.

And lastly, a final word about the polls. As I indicated, I don’t particularly trust in their accuracy, and I am guessing that they will be wrong in a few ways. First, I think that Likud will gain back some votes at Habayit Hayehudi’s expense as rightwing voters are freaked out by the late Zionist Camp surge in the polls, and decide to throw their support behind Netanyahu despite their general fatigue with him. Second, socioeconomic issues are dominating people’s concerns, and that will translate into unexpectedly strong showings for Yesh Atid and Kulanu at the expense of Zionist Camp and Shas. Since I want to give everyone the opportunity to mock how far off I am, my final spot predictions for the election are as follows:

Likud – 23
Zionist Union – 22
Yesh Atid -15
Joint Arab List – 12
Kulanu – 12

Habayit Hayehudi – 11
UTJ – 7
Shas – 6
Yisrael Beiteinu – 4
Meretz – 4
Yachad – 4

I Don’t Think This Is About Iran, Redux

October 26, 2012 § 1 Comment

Building on my initial reaction yesterday to the new Likud Beiteinu party created by Bibi Netanyahu and Avigdor Lieberman, I have one more important point to add about why I think this deal happened. It seems to me that this was about domestic politics, plain and simple. Netanyahu was nervous about polls showing Likud’s vote share slipping and Labor’s rising, and Lieberman wanted to position himself to head his former party and not have Yisrael Beiteinu suffer the fate of so many other parties like Shinui or what is about to happen to Kadima. This way the two men were able to create the perception of a strong rightwing party that will be able to withstand any challengers and give an air of inevitability to Netanyahu remaining as prime minister and Likud Beiteinu creating the next governing coalition.

Aluf Benn thinks that something else is at work though, which is the creation of a war cabinet to strike Iran. He writes, “The merger with Avigdor Lieberman’s Yisrael Beiteinu party will dissolve any domestic opposition to the war, since after the election, Netanyahu will be able to argue that he received a mandate from the people to act as he sees fit. Ministers and top defense officials will have a hard time arguing with him. From now on, only American opposition is liable to delay, or even prevent, a command to the Israel Air Force to take off for Iran.” He adds that Ehud Barak, Benny Begin, and Dan Meridor will be marginalized or pushed out completely and that Lieberman will push the cabinet into radical foreign policy positions that Netanyahu will no longer be able to disavow.

This analysis is plausible on its face, but I think there are a few problems with it. First, it’s not enough to just declare absent compelling evidence that every move Netanyahu makes is with the intent of striking Iran. Plenty of people said the same thing when Netanyahu made the deal with Kadima despite the fact that Mofaz had been on record as opposing a strike, and obviously the short-lived unity government did not make any moves on the Iran front. Bibi’s obsession with Iran is well documented, but he has other concerns as well, such as political survival and consolidating his position, and this seems so clearly aimed at doing just those things that I don’t see why the simplest explanation here is not the right one.

Second, looking at what Benn actually argues, I don’t think it is correct to assert de novo that this gives Netanyahu a mandate for anything. For that to occur, the new LB party has to win an unusually large number of seats and Netanyahu has to campaign specifically and primarily on the Iran issue. Netanyahu is probably counting on about 45 seats, which is roughly what you get from adding up where Likud and YB were in public opinion polls, but I think there is a significant chance that the number is less than that. Lieberman is a polarizing figure, to say the least, and he could easily scare away some Mizrachi and more religious Likud voters. It is also possible that Russian YB voters who were mainly voting for the party based on its advocacy for Russian olim will be disenchanted and feel that Lieberman has sold out their core interest in the pursuit of greater personal power. If that happens, then Netanyahu’s alleged mandate is not going to be quite as strong as Benn predicts, and I don’t quite understand why ministers and generals would have a hard time opposing him. Even if he does get 45 seats, that doesn’t seem like it will all of a sudden cow Likud members like Meridor, Begin, and Bogie Ya’alon into reversing their positions, or convince the IDF leadership that their reservations on Iran have been wrong.

Third, there is the fact that, like Mofaz before him, Lieberman is not necessarily an Iran hawk. The reports are that he originally opposed a strike and was then convinced to change his position, but it’s obviously not on the top of his agenda. Lieberman cares much more about undermining the Palestinan Authority and taking a hard line on peace process issues and territorial concessions, so if there is any foreign affairs implication from yesterday’s announcement, it is that the two state solution is now even more endangered. Lieberman is going to take many radical positions; of that I have no doubt. The question is whether those positions will have anything to do with Iran, and I’m not sure that they will. He may support a strike, but he is not going to be strongly and constantly advocating one. The math in the security cabinet does not change substantially unless Begin, Meridor, and Ya’alon are all excised. One also must consider who the rest of the coalition is going to include, since 45 seats still means that Netanyahu is going to have to rope in Shas, where Eli Yishai is opposed to a strike, or one of the center or left parties, and Tzipi Livni, Yair Lapid, and Shelley Yachimovich are certainly not guaranteed to vote the way Netanyahu wants on Iran.

In looking at yesterday’s merger, does it strengthen Netanyahu’s hand by giving him a larger number of seats? Yup, it does. But he still has to contend with opposition in Likud, opposition in the IDF, opposition from other potential coalition partners, and opposition from the public. In short, aside from making generalizations about the prime minister’s increased clout and murky electoral mandates, I don’t see how this makes a strike on Iran a foregone conclusion by any means.

Mr. Netanyahu Goes To Turtle Bay

September 28, 2012 § 4 Comments

Bibi Netanyahu gave a widely covered and dissected speech to the United Nations General Assembly yesterday in which the main takeaway seems to be that he watched a lot of Warner Brothers cartoons during his time as a teenager living in the U.S. Brent Sasley and Jeffrey Goldberg both weighed in on what Netanyahu was trying to accomplish, and Ali Gharib pointed out that Bibi actually made a mistake with his cartoon bomb, so I don’t need to rehash what others have already eloquently written. Instead I’d like to pick up on a theme that Robert Wright captured, which is that Netanyahu essentially conceded that Israel will not be bombing Iran any time soon. As regular O&Z readers know, I have thought for months that an Israeli strike is unlikely to happen, and so now that the conventional wisdom has caught up with me, it is worth rehashing why most people thought that an attack was going to happen during the summer or fall.

The thinking in the DC foreign policy community on an Israeli strike has largely been shaped by the notion that the decision to attack lies with Netanyahu and Ehud Barak, and so the speculation over whether Israel was on the brink of striking Iran’s nuclear facilities broke down into two camps. On one side are those who believe that Netanyahu and Barak are deadly serious about a strike. They view Israeli saber rattling as an effort to prepare the Israeli public for war and think that the reportedly reluctant Israeli military and political leadership will line up behind the prime minister and the defense minister once they decide to order military action. On the other side are those who believe that Netanyahu and Barak are engaged in an elaborate bluff designed to either pressure Iran into ceasing its uranium enrichment program or to convince the United States to handle the job of taking out the Iranian nuclear program. Israeli chatter about the looming threat from Iran is aimed at creating conditions under which the U.S. feels it has no choice but to do everything possible to prevent an Iranian nuclear weapon and convincing the Europeans to back harsher sanctions on Iran. In this reading of the situation, the rest of the Israeli military and political leadership do not matter because Netanyahu and Barak are only interested in creating the perception that they are going to attack.

The question then of what Israel is going to do turns on Netanyahu and Barak’s true mindset; if they are serious about attacking they will attack, and if they are bluffing they won’t. It is a very simple dynamic, leading to an entire cottage industry designed to ascertain what precisely the two men’s intentions are, with an increasing focus on Barak – or, per his feeble attempt at anonymity, the “decision maker” – as the key figure. In this increasingly accepted view, there are only two possibilities and two outcomes, and the only people who matter are the Netanyahu-Barak tandem.

What this discussion has entirely missed, however, is that there is a plausible third outcome, which is that Netanyahu and Barak are dead set on launching a military operation against Iranian nuclear sites but that such an operation will not occur. People have discounted this possibility because they either misread the way in which national security decision making takes place in Israel or discount the Israeli political climate.

Netanyahu and Barak are not the only people who matter in this decision. When an American president wants to go to war, he generally gets his way irrespective of what his cabinet or generals want to do, with the Iraq War a good demonstration of how the president is truly The Decider. In contrast, Netanyahu and Barak will not be able to launch a strike on Iran without the near unanimous consent of the inner security cabinet and the larger political-security cabinet, and such authorization is not assured. Four of the nine members of the smaller group are currently believed to be opposed to a strike, and the fact that Netanyahu briefed Rav Ovadia Yosef in order to flip Eli Yishai’s support speaks volumes about Netanyahu and Barak’s power to order an attack against other ministers’ wishes.

There are also important constraints on Netanyahu and Barak’s decision making. Israeli public opinion does not favor a unilateral Israeli strike, the home front is woefully unprepared for retaliation from Iran or Hizballah, a myriad of current and former IDF and intelligence officials believe an attack is a bad idea at this point, and the specter of the Winograd Commission – which blasted former prime minister Ehud Olmert and the IDF chiefs for the 2006 war in Lebanon – hangs over everything. All of this is particularly salient given Netanyahu’s historical risk aversion when it comes to ordering military operations of any sort, compounded by the fact that this is an operation whose chances of success are seen to be limited to delaying Iran’s nuclear program rather than ending it and might end up with thousands of Israeli civilian casualties as retaliation. That the Obama administration is also opposed to an Israeli strike is an enormous constraint on Netanyahu given Israeli reliance on U.S. munitions and aid.

In the aftermath of yesterday’s speech, there is a rush of commentary focusing on the fact that Obama looks increasingly likely to be elected and so Netanyahu feels like he needs to back off and not risk angering the White House any further. I am sure that is part of what is going on, but this narrative implies that Netanyahu would have ordered a strike by now if Romney were ahead in the polls. I think that is wrong, and misses the fact that there is lots going on here on the Israeli side and that the U.S. is only one of many variables in this equation, and perhaps not even the most important one. If the focus is exclusively on the argument that U.S. pressure has sufficiently convinced Netanyahu to change his plans, then analysts are guaranteed to get it wrong again in the months or years ahead when trying to figure out what Israel is going to do.

This Is Why Bringing Religion Into Politics Is A Bad Idea

August 27, 2012 § 1 Comment

Last week I wrote about Bibi Netanyahu’s attempt to use religious authority to create support for a strike on Iran. There are many problems with going down this path – and I should add that Netanyahu is not unique in this regard; there is a long history of Israeli and even American officials seeking Rav Ovadia Yosef’s approval for various national security initiatives – but one of the bigger ones is that once you allow politics to be influenced by religion, you can no longer control the deluge that is guaranteed to follow. To wit, Netanyahu has to deal with the fact that he is being publicly challenged by influential rabbinic authorities on implementing the High Court’s order to evacuate Migron, the settlement outpost that was built on land privately owned by Palestinians. Rabbi Elyakim Levanon, the chief rabbi of the Shomron Regional Council and a past ally of Netanyahu, declared over the weekend that if the prime minister attempts to “raise a hand on Migron [he] will have it cut off.” He also made implicit threats that the IDF will have to disband if the government offends the religious Zionist community since if yeshiva students stop joining the army on the orders of their rabbis, “there will be no army. Who will join the army? Those who raise two kids and a dog?” He took great pains to let everyone know that he wasn’t actually threatening the prime minister, but simply hoping that God makes his words come true.

This is not the first time that Rabbi Levanon has attempted to use religious pressure to change or influence government policy. This past January, he quit his position as head of the Elon Moreh hesder yeshiva (hesder yeshivot allow observant Israelis to combine army service and Torah study) because he vehemently disagreed with an IDF ruling that soldiers could not walk out of events in which there were women singing. Before quitting, he had given an interview in which he said that the IDF was “bringing us close to a situation in which we will have to tell [male] soldiers, ‘You have to leave such events even if a firing squad is set up outside, which will fire on and kill you.’ I hope the army rabbinate will bring in some wise figures who will stop this terrible state of affairs. But if there are no such rabbis, we won’t have any choice, and I’ll recommend to anyone who asks me about the IDF that he shouldn’t enlist.” Given Levanon’s position as head of an influential hesder yeshiva and as chief rabbi of the Shomron Regional Council, which oversees 30 settlements in the West Bank, his thoughts on such matters cannot be simply brushed off, and his comments on Migron represent only the tip of the iceberg of what is to come from the religious settler community should the High Court decision be enforced.

This ties into the excellent piece by Dan Byman and Natan Sachs on settler terrorism in Foreign Affairs, in which they argue that Israel needs to treat settler violence the same way it treats Palestinian violence and that “mainstream rabbis should denounce their radical brethren and demonstrate how their views contradict centuries of religious tradition.” They are correct with this recommendation, and there is already a growing movement to do exactly that. The problem, though, is that the involvement of rabbinic authority goes both ways. If the Israeli government is to appeal to religious tradition to convince the violent settler fringe to cease its terrorist activity (and if you need any convincing as to how deep the fanatical rot has penetrated, the three suspects in the firebomb attack last week are 12 and 13 year olds from Bat Ayin, which is known for having something of an artsy and hippie vibe), it then makes it tough to operate when religious authority dictates that the government is doing something that contradicts Jewish law, which is what Rabbi Levanon contends is the case with evacuating Migron. Bibi runs to Rav Yosef when he wants to pressure Eli Yishai into supporting military action, but nobody should fool themselves about what this means when the government decides to give an order to evacuate a settlement. Religious authority is not something that can be turned on and off with a switch, utilized when convenient and ignored when not. Netanyahu is going to have a serious problem on his hands with Migron and other settlements down the road, and the fact that he so brazenly and nakedly uses religion for something he regards as a priority is going to haunt him when religion operates to stifle actions which he has no choice but to take.

Bibi’s Shameless Religious Gambit on Iran

August 21, 2012 § 3 Comments

Bibi Netanyahu and Ehud Barak have run into the problem that they appear to be virtually alone when it comes to deciding whether to strike Iran’s nuclear facilities. The two are so out on a limb at the moment that Shai Feldman, writing in Foreign Policy, declared the debate over attacking Iran to be over because Netanyahu and Barak lack the minimum consensus that would be required for military action. The defense and intelligence establishments are united in wanting to wait for the U.S. and not wanting to attack Iran unilaterally, and until Avi Dichter was added to the security cabinet formerly known as the Octet last week (which means that it is no longer a shminiya but a tishiya), the vote to attack Iran was reportedly split 4-4. A lot was made of the fact that Dichter is presumed to be on Netanyahu and Barak’s side and that adding him to the mix breaks the logjam, but I didn’t write anything about that last week because it is a faulty and ill-informed argument. A 5-4 vote is not going to be enough to launch a strike given the heavy opposition that exists to such a move; Netanyahu and Barak need to do some serious convincing and make real headway with the holdouts, who are Benny Begin, Dan Meridor, Moshe “Boogie” Ya’alon, and Eli Yishai.

It is this last name that is perhaps the toughest to move, because Begin, Meridor, and Ya’alon are all members of Likud and presumably Netanyahu has some more sway with them since he is their party leader (although my hunch is that Meridor, and to a lesser extent Begin, would never flip). Yishai, however, is a member of Shas, and that’s how we get to the outrageously cynical ploy that Bibi tried yesterday. For the uninitiated – although since you are reading a niche blog about Israeli politics right now, you probably don’t need this background – Shas is an ultra-Orthodox Sephardic party whose spiritual leader, Rabbi Ovadia Yosef, controls how its members vote despite not being an elected official of any kind. I wrote about this dynamic back in May, when Rabbi Yosef ordered Yishai to change his opinion on being willing to consider alternatives to the Tal Law. What you have in Shas is a theocratic party, in which the elected politicians are beholden to the party’s rabbinic leadership and dare not contravene rabbinic orders when it comes to taking public positions or voting on issues in the Knesset or the cabinet. With this in mind, yesterday Rabbi Ovadia Yosef – who holds no elected or official position in the Israeli polity and has zero to do with Israeli national security – was the recipient of a national security briefing on Iran. Not only was he briefed, but it was done by Yaakov Amidror, the head of the Israeli National Security Council, lest anyone think that this was not a big deal or little more than a courtesy for a former chief rabbi of Israel.

Make no mistake about what is going on here in case it isn’t already abundantly clear: Netanyahu is trying to swing a vote to launch a strike against Iran by convincing a religious leader to order an acolyte to vote a certain way. He is not trying to convince Yishai by making a cogent case for military action – or perhaps it would be more accurate to say that he has given up trying to do it this way – but is going above his head to Yishai’s rabbi, whom he knows Yishai is bound to follow, and telling a man with no national security experience at all and no training or education in evaluating intelligence or threat assessments that it is crucial to bomb Iran. Does anyone think that Amidror, a general and Israel’s equivalent of Tom Donilon, had any trouble at all convincing Rabbi Yosef about the urgent need to strike now in order to prevent Israel’s annihilation? For all of the outrageous things that go on in politics, and Israeli politics in particular, this represents an absolute low. It is a naked appeal to religious authority made to a theocratic party in which politicians serve as mouthpieces for rabbis. The reason that Shas has never taken an interest in foreign affairs is because its spiritual leaders don’t care about the issue, and to prey on that ignorance in order to influence a crucial position on national security is nothing short of abominable.

There are two conclusions to be drawn from this sorry and craven episode. First, Netanyahu is desperate since he realizes that he is fighting a steep uphill battle and he will resort to anything, no matter how blatantly insulting and undemocratic, to get an advantage. Second, Netanyahu and Barak’s argument for an attack is not only falling on deaf ears but is so weak on its face that they both know it cannot win on its own merits. Briefing Eli Yishai’s rabbi is not a move made out of strength, but one made out of a position that is even weaker than anyone could have realized. If this svengali routine is the best that Netanyahu can come up with, I hope for his sake that he has something better when it comes to the rest of his security cabinet, since unlike Yishai, the three Likud holdouts do not answer to a higher authority.

What Is Shas Doing In Turkey? UPDATED

August 20, 2012 § 1 Comment

SEE BELOW FOR UPDATE

Over the weekend, the news emerged that an Israeli delegation of Shas MKs, European Haredi rabbis, and Bar-Ilan University professor of Arabic and Islam Moti Kedar made a secret visit to Turkey last week. According to the reports in the Israeli press, the group was led by Shas MK and deputy finance minister Yitzhak Cohen and had approval from Prime Minister Netanyahu’s office, although it appears that the Foreign Ministry was not on board with the trip and even tried to sway Cohen from attending some of the meetings. It also appears as if the group was invited to Turkey by “local interfaith organizations” and met with Turkish parliamentarians, including some from the AKP.

There are a number of strange things going on here. First, I can’t find any mention of this secret visit in the Turkish press. As of last night there were zero references to it in either the English language Hürriyet Daily News or Today’s Zaman, or in the Turkish language Hürriyet, Zaman, or Radikal. The Turkish press might not be reporting the story because the government does not want it to get out that members of the AKP have been meeting with Israeli officials, or it might be that the Turkish press finds this to be a non-story, but it’s odd to me that nobody in Turkey has any original reporting on this and that the Turkish papers haven’t even picked up the story from the Israel press.

Second, I’d love to know the identity of the unnamed interfaith groups that invited the Israeli delegation to Turkey and presumably set up meetings for them with Turkish MPs. The first group that comes to mind, of course, is the Gülen movement, and Gülenists certainly have the sway to set up meetings between Cohen and AKP officials, but then we run into the problem that the Gülenist newspapers – Today’s Zaman and Zaman – have been completely silent about the trip. One would think that if the Gülenists had arranged the trip, their press outlets would be touting it. It’s also a strange mix of people that the unnamed interfaith groups invited, with its combination of Israeli Haredi Knesset members, non-Israeli European rabbis, and Moti Kedar, who is a rightwing academic known for his willingness to tangle with al-Jazeera hosts in Arabic but to my knowledge is not an expert on Turkey. The Shas MKs would certainly have a reason to talk to the AKP and try to improve official ties between Israel and Turkey, but the Europeans and Kedar have no purpose for being there in this regard, and so it almost looks like the point of the trip was indeed about some sort of interfaith dialogue and that any political meetings Cohen had were entire ancillary to the whole thing.

Third, the reported disagreement between Netanyahu’s office and the Foreign Ministry is intriguing. Avigdor Lieberman is a vocal hardliner when it comes to Turkey, and reiterated that Israel has no intention of apologizing to Turkey during his meetings with Turkish journalists in Israel last month. That the Foreign Ministry under Lieberman would not want Israeli MKs traveling to Turkey and meeting with the AKP with no strings attached and without embassy supervision is not at all surprising. This incident might signal a real split between Netanyahu and Lieberman over repairing the relationship with Turkey. In this light, the fact that Shas members are the ones who went to Turkey takes on greater significance, since there is outright hostility between Shas and Lieberman’s Yisrael Beiteinu, and between Lieberman and Shas head (and Interior Minister) Eli Yishai. If there is any party that would have no hesitation at all over crossing Lieberman and going against the wishes of the Foreign Ministry, it would be Shas. On the other hand, if this was a delegation explicitly sent by Netanyahu, it would strange to send Cohen and Nissim Zeev rather than Likud MKs or even one of Bibi’s personal advisers. Shas is not known for its expertise or even interest in foreign affairs, and using Shas MKs to act as diplomats would be highly unusual.

So in sum, something about this whole thing seems off to me. It doesn’t seem like it was orchestrated or initiated by Netanyahu even though he seems to have had no problem with it, and the veil of secrecy also makes little sense if it was not a delegation empowered to do much of anything. There would be no reason for the cloak and dagger routine over an attempt at interfaith dialogue, but there would also be no reason to have European rabbis and Kedar on the trip if it were anything but that. If the trip was actually planned as an interfaith dialogue but Cohen and Zeev were instructed to carry out a side mission of talking to the Turkish government, then the secrecy surrounding the trip was even more ill-conceived since once the story leaked it would ruin any efforts at plausible deniability. Basically, I can’t quite figure out what is going on here. If anyone has any ideas, I’d love to hear them.

UPDATE:

Somehow I missed  that Today’s Zaman ran a short piece yesterday quoting Ynet on the Shas visit to Turkey (thanks to Claire Berlinski for alerting me to that), but after I wrote this post last night, the Turkish language dailies this morning ran with the story of the Israeli delegation’s visit, so ignore my speculation above on why the Israeli press had this story but the Turkish press didn’t. The Turkish press did make a big contribution to our knowledge though by reporting that the Israeli delegation met with, among others, the notorious Adnan Oktar (otherwise known by the honorific Adnan Hoca or by his real assumed name, Harun Yahya), who was presumably the “local interfaith organization” that invited Cohen and his cohort to Turkey. If you’ve never heard of Oktar, take ten minutes and read this right now, and you will have gotten your fill of daily entertainment. For those who want the short version, Oktar is a Turkish televangelist known for being a Holocaust denier and for keeping what is literally a harem. He has also been charged with a bevy of crimes including rape, blackmail, theft, and cocaine possession. He is currently popular with the Israeli rabbinical crowd as he has denounced his former views on Jews and the Holocaust and defends Jews as vigorously as he used to denounce them. He has in the past scored a meeting with Israel’s Ashkenazi Chief Rabbi Yisrael Meir Lau and has a long-standing relationship with Kedar, which explains how Shas MKs would be coming to Turkey at his invitation but does not even come close to explaining why Israeli rabbis and officials are granting Oktar any shred of legitimacy. Is Israel really so desperate for a friendly face that it can’t find anyone with a more stable background than Oktar? It also sheds some new light on why the Foreign Ministry, which is presumably more familiar with Oktar’s exploits than the prime minister’s office, might have had reservations about the whole thing.

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