Following Up On E1 And A Unity Government
January 4, 2013 § 2 Comments
There are a couple of news items today related to two predictions I made last month – that Israel is not actually going to build in E1 and that there is a decent likelihood of a Likud-Labor unity government after the elections in a couple of weeks – so I figured I’d take the opportunity to revisit the topics and see where things currently stand.
In the E1 department, Netanyahu has delayed the plans for building despite the Defense Ministry approving the blueprints and the Civil Administration approving the plans. Predictably, this has raised rightwing ire as there is no word as to when the prime minister’s office is going to file the plans with the zoning committee or what is causing the delay. As you may recall, I argued that this is precisely what was going to happen:
The reason for this is that building homes in E1 has been a longstanding red line for both the United States and the European Union, and that line won’t dissipate just because the Palestinian Authority decided to defy Israeli and American wishes against pursuing a statehood claim at the U.N. The U.S. response to the E1 announcement was unambiguous, labeling it counterproductive and a threat to the two-state solution, and pointing out that settlement building in E1 makes direct negotiations harder, which is a not-so-subtle reminder that this is the exact charge Israel has leveled at the Palestinians over the U.N. strategy…
The U.N. vote came as a surprise to Jerusalem, and Netanyahu knows that actually sending construction crews and cement mixers into E1 will worsen Israel’s image problem. I also imagine that there have been some extremely unpleasant conversations with White House and State Department officials this past weekend given that the E1 announcement came on the heels of unwavering American support over Gaza and at the U.N. As dedicated as Netanyahu has been to the settlement project, even he must now realize that building Mevaseret Adumim is a bridge too far…
Following the embarrassingly lopsided U.N. vote and the criticism from his right that he did not go far enough during Operation Pillar of Cloud, Netanyahu needed to make a big gesture before the January 22 election to demonstrate that he is committed to settlements and that he will not take the PA’s new statehood status in stride. E1 is an enormous deal to the settler wing of Likud, and declaring a new planning and zoning stage is red meat to Israeli right-wing partisans in a variety of camps, whether they be pro-settlements or have a religious or nationalist attachment to an eternal undivided Jerusalem.
The fact that this—just like the Levy Report—is an announcement that will never be acted upon does not negate the fact that it is good politics for Netanyahu. He is going to perform a delicate balancing act, in which he doubles down on settlementsfor a domestic audience while assuring the U.S. and the EU that E1 will remain a barren tract of land.
What has changed since I wrote this is that Naftali Bennett’s Habayit Hayehudi party has skyrocketed in the polls while Likud-Beiteinu has plummeted. The latest poll of polls has LB at 34 Knesset seats and HH at 14.5, which is the continuation of the trend of HH gaining about one seat a week and LB losing about one seat a week in opinion polling. When Netanyahu decided to create the joint Likud-Yisrael Beiteinu list, the idea was to co-opt Lieberman from taking away votes on his right, but he did not foresee another rightwing party posing a serious challenge and siphoning away votes from the LB creation. Now he is dealing with a serious HH presence in the next Knesset, which might be enough of a scare to change his E1 decision. Despite this, I am holding to my original prediction, because while Likud-Beiteinu is going to be a lot weaker electorally than Netanyahu originally envisioned, it does not change the fact that E1 is still a much bigger deal for the U.S. and Europe than almost any other settlement in the West Bank. What I think we are likely to see is Netanyahu keep E1 on the back burner while fast tracking building in East Jerusalem neighborhoods such as Gilo and Har Homa, which will mollify rightwingers somewhat without risking an enormous clash with Western states.
On the unity government front, Labor leader Shelley Yachimovich yesterday indicated that she will not join a Likud government which at first glance seems to blow up my previous analysis. A few point to keep in mind, however, before deciding that Labor is definitively going to be in the opposition. First, Israeli opposition politicians are notorious for blasting the prime minister and making claims about never joining the government right before doing exactly that. For a recent example, go back and look at what Shaul Mofaz was saying about Netanyahu and Likud last spring literally just days before agreeing to form a unity government with Likud. Whatever Yachimovich says know in the heat of an election campaign should be taken with a grain of salt.
Second, in parsing what Yachimovich said, contrary to the reporting and the headlines she actually did not definitely rule out anything and gave herself lots of wiggle room. She said that she wants to be prime minister but that she will lead the opposition if she’s not, and explicitly made clear that she had decided not to join the coalition because of recent radical positions taken by Likud and because of Netanyahu’s embrace of Avigdor Lieberman. According to her, under the current circumstances she cannot work with Likud because “this is not the Likud we all know.” This formulation is expressly designed so that it can be walked back if needed. After the election, with Lieberman’s status uncertain and the electioneering over, Yachimovich can easily say that she has spoken with Netanyahu and that they have agreed on a set of broad principles, coupled with a statement or two from Netanyahu reaffirming his commitment to a two-state solution and finding a solution to the problem of social inequality. Framing her opposition to joining a Likud-led coalition in the terms that she has is not a categorical denial that she will ever agree to form a unity government, but rather a very temporary hurdle that she can dismantle anytime she wants. All that needs to be done is to declare that Likud is actually more reasonable than she originally thought and that she is joining the coalition because it is in the best interests of the country. A General Sherman type blanket denial this was not. Does this mean that a unity government is guaranteed to happen? Of course not, since the fact still remains that Likud and Labor have many sharp disagreements and the coalition politics might be tricky. All I’m saying is that yesterday’s statement does not rule out the possibility.
Israeli Politics Should Be Serialized on HBO
December 7, 2012 § 2 Comments
On many Fridays I highlight some of the more ridiculous things that I have read over the past week, but today there is no need to link to or comment on specific articles and op-eds because the most entertaining spectacle of the week has been the maneuvering, pettiness, backstabbing, and theater of the absurd that is Israeli politics. At the heart of all the shifting back and forth are a number of personal relationships characterized by deep animosity that are manifesting themselves as shifts in political loyalties, and it is all making for the most mesmerizing election season that I can remember, in Israel or anywhere else.
First up is the curious case of Danny Ayalon, Israel’s deputy foreign minister and previously the number two person behind Avigdor Lieberman on Yisrael Beiteinu’s party list. On Tuesday, while he was on his way to the press conference announcing YB’s party list and just two hours before it was scheduled to begin, Ayalon received a call from Lieberman informing him that he was leaving Ayalon off YB’s Knesset slate for the January 22 election. Leaving aside the Night of the Long Knives quality to all of this in terms of its suddenness, the move to sideline Ayalon is puzzling in the extreme. Not only is Ayalon a top Foreign Ministry official and a former ambassador to the U.S., there was little hint that relations between him and Lieberman were so bad as to warrant this type of excommunication. In fact, Ayalon’s increasingly extreme rhetoric and behavior, such as his purposeful humiliation of the Turkish ambassador in January 2010 by making him sit on a low chair before television cameras and not displaying the Turkish flag and for which Ayalon was later forced to publicly apologize, seemed to be driven by the need to placate his boss. While Ayalon has reverted to his former more diplomatic self and has refused to make a scene, his father did not take the news terribly well and gave an interview in which he called Lieberman a “little Stalin.” Rumors abound as to why Ayalon was dumped, and the most likely explanation seems to be that Lieberman thought Ayalon had a history of leaking to the press and that he might not have been a fan of Ayalon’s high public profile. In any event, it is difficult to see how this makes Yisrael Beiteinu any stronger or inspires much confidence in Lieberman’s leadership.
Next is the fallout between Labor leader Shelley Yachimovich and former party head Amir Peretz, who was third on Labor’s list until yesterday, when he announced that he was leaving Labor and joining up with Tzipi Livni and her new Hatnua party. Is Peretz leaving because he feels that Labor is no longer a suitable ideological home for him, or because he has a close and longstanding relationship with Livni, or because he thinks that boosting Hatnua is in his country’s best interests? If you guessed any of these options, you’d be wrong. Peretz is bolting from Labor at the last minute, and literally only one week after Labor’s members deemed him to be such an important member of the party that he got the second most votes in the party’s primary, because he is jealous of Yachimovich and felt that she wasn’t giving him, a former defense minister and the man who is in some ways the godfather of the Iron Dome missile defense system, the requisite amount of respect. To put this into perspective, the former head of Israel’s largest trade union and Israel’s largest and most prominent leftwing party has just left his longtime political home despite its current laserlike focus on social and economic issues – Peretz’s bread and butter – to join a party led by a former Likudnik and erstwhile Kadima head whose track record of commitment to liberal social causes is tenuous at best. The personal rivalry between Peretz and Yachimovich is so intense that he is actively hoping that Labor will go down in flames so that he can oust Yachimovich from the party leadership the next time around, and is willing to join up with a party and a politician with whom he shares no common cause other than a hatred of Bibi Netanyahu just so that he can punish Yachimovich. Isn’t it a shame that Shakespeare isn’t around to catalogue all of this?
Finally we have Tzipi Livni and her various hangups with her former allies and fellow travelers on the right. The relationship between her and Shaul Mofaz, who only months ago launched a palace coup and replaced her as head of Kadima, is obviously terrible, and so she undoubtedly took extra special joy in siphoning off seven members from Kadima on Monday. The reason this matters is that seven is the magic number that allows a faction to break off from a party and bring campaign funds with them, so now not only has Livni taken her revenge on Mofaz by guaranteeing Kadima’s electoral death, she is likely saddling him with debt as well by taking campaign money too. Then there is her longstanding refusal to join up with Netanyahu in a coalition following the elections no matter the outcome. While such declarations in Israeli politics obviously must be taken with a grain of salt – see Shaul Mofaz’s rhetoric right before banding together with Likud earlier this year as Exhibit A – Livni’s stance can probably be viewed as ironclad given the various opportunities she had to form a unity government following the 2009 elections that she turned down. She seems determined to spend the rest of her life trying to topple her former Likud buddy Bibi, and she doesn’t care how long or how many elections it takes. So we are left with the prospect of former Labor leaders Peretz and Amram Mitzna flocking to a party led by a right-winger claiming to be undergoing a conversion later in life, and the possible eventuality of the former Likud and Kadima official Livni refusing to join a coalition with Netanyahu after the elections while Labor under Yachimovich jumps at the chance. Is any of this logical? Nope, not really. But there’s Israeli politics for you, and if you’re not watching this drama as it unfolds, you’re missing the world’s greatest show.
Back To The Drawing Board For Kadima (And For Me)
July 17, 2012 § 5 Comments
So remember when I predicted that Shaul Mofaz and Kadima were going to remain in the coalition? Turns out, not so much. According to reports, Kadima is officially out over the failure of Mofaz and Bibi Netanyahu to bridge the gap between their parties over what will replace the Tal Law. Specifically, the sticking point is the age until which Haredim can defer the draft, with Mofaz insisting that Netanyahu’s proposal of allowing Haredim to defer until age 23 is unacceptable. And so with that, the curtain closes on the grand unity government experiment.
Why did I get this wrong? I think I underestimated the humiliation and credibility factors for Mofaz. He has been threatening to pull out for weeks, and each time he issued a threat and Bibi called his bluff, it turned into a hollow one. There were only so many times Mofaz could allow that to happen, and my assumption that the overarching political considerations (more on that in a moment) would trump the more personal ones was pretty obviously faulty. I also underestimated the degree to which Netanyahu was going to remain in thrall to the Haredi parties, since the logic of creating the larger coalition was precisely so that he wouldn’t have to be held hostage to the demands of Shas and Eli Yishai. Unlike some others, I did not think that the Likud-Kadima agreement was about Iran, and unless Mofaz is actually leaving because a strike is imminent and he wants no part of it, the Iran factor was clearly overhyped by some. Given Netanyahu’s unwillingness to do what he could to keep Kadima in the coalition following his establishment of the Plesner Committee, which signaled his intention to let Kadima lead on the Tal Law, I am confused as to what his original intention was. It was obvious to me at the time that it was not about Iran or the peace process, and I assumed it was to give him maneuvering room for equalizing the burden of service and upsetting his Haredi coalition partners and for ignoring the extreme faction within Likud on his right. That he let the unity government fall apart like this is puzzling to me, since while Mofaz walks away from this looking weak and like a buffoon, so does Netanyahu to a lesser extent. Make no mistake, the Kadima position on this is a lot more popular with Israelis than the Likud/Shas position, and Netanyahu just lost an opportunity to score some very easy political points while at the same time doing the right thing by not letting Haredim avoid their duties to the state.
So, assuming that my analysis still carries some credibility, what comes next? To begin with, Kadima leaving does not alter the fact that Netanyahu still has a governing coalition that agrees on most rightwing issues. In fact, he is going to have a larger coalition than he did before the deal with Mofaz, because a bunch of Kadima MKs are now going to break off and join Likud. I thought this was going to happen both before the unity deal and after the unity deal, and the only difference now is that Mofaz himself will not be going with them. Netanyahu is still going to have to reconcile the fact that Shas and UTJ want to maintain the status quo on the draft and Yisrael Beiteinu does not, but this juggling act might be easier to manage depending on how many Kadima MKs break away from their current home and join their former home. I have seen early reports that it will be at least 7, and it might grow to more. So while Netanyahu’s life is more difficult today than it was yesterday, he is still in good shape and will head into elections in early 2013 in a strong position.
As for Kadima, this misguided move today is going to be the final nail in the coffin. Mofaz is first going to have to deal with a rump party following the MKs who break off and head for Likud, not to mention the other group of 7 that wanted to break away in May and start a new party to be headed by Tzipi Livni and Haim Ramon. Then there is the problem that Kadima has essentially transformed itself from one single issue party (disengagement from Gaza) to another single issue party (equalizing the burden of service), and while this is a popular issue, it is not enough to sustain a viable party (Kadima’s new slogan is apparently “Kadima L’Shareit” which means Kadima, To Serve, or more literally Forward, To Serve). Mofaz still has no real credibility on social justice issues, and what little benefit of the doubt anyone was willing to grant him vanished into thin air the day he joined forces with Bibi. So what’s left for him? There is no way that Netanyahu and Likud are now going to adopt any policy that even resembles what Kadima was proposing on the universal draft, and there might even be enough defections from Kadima one way or the other to knock Mofaz out of being leader of the opposition. Even if Kadima retains enough members to be the largest opposition party, Mofaz will be left shouting into the wind on this issue and does not have enough of a base or a coherent set of policies to prevent Kadima from getting decimated in the next election. The bottom line here is that this is an enormous loss for Mofaz; he was outmaneuvered by Bibi, made his situation much worse by issuing a stream of threats to leave despite his bluff being repeatedly called, and now his party is almost certainly fated to disappear and he has ruined his own chances of being welcomed back into Likud with open arms. No matter which way you view this, today was the most epic of fails for Shaul Mofaz, and Netanyahu gets to remain right where he was.
The Fate of Israel’s Unity Government
July 3, 2012 § 4 Comments
Two of my favorite Israel bloggers, Allison Good and The Camel’s Nose, are having an entertaining debate on Twitter and their respective blogs over the survival prospects of the Likud-Kadima coalition government. For those who haven’t been following along, Bibi Netanyahu disbanded the Kadima-led Plesner Committee charged with coming up with a solution to the problem of Haredi and Arab exemptions from military service following the resignations of Yisrael Beiteinu, Habayit Hayehudi, and the Haredi representative from the committee. AG thinks that this means that the coalition government is going to be gone by the end of the week because Bibi is ultimately going to stick with his more rightwing coalition partners and because Shaul Mofaz realizes that he is getting nowhere with Netanyahu and would rather resume his erstwhile role as opposition leader. In contrast, TCN thinks that the coalition will last because Bibi is a cunning politician and will be able to ride out the current storm and because Mofaz gains nothing by quitting the government.
I hate to pick sides here, but since I was planning on writing about this anyway before the two of them beat me to it, I have to go with The Camel’s Nose on this one. Allison’s logic is good, particularly on the issue of Bibi being a creature of habit with a long history of being risk-averse when it comes to big picture policies who tends to placate his rightwing base, but I will add a few reasons to the ones already set forth by TCN in explaining why I think the coalition holds.
First, Netanyahu issued a statement warning the Haredi parties that if a compromise is not reached, Haredim will be subject to the draft beginning August 1. This angered the Haredi parties to no end and they ripped him for issuing an ultimatum, and it seems like a strange move for Bibi to make if he is ultimately going to ditch Kadima and side with Shas and UTJ. Why warn them about coming back to the table if the intention is to back them to the hilt anyway? If the answer is that equalizing the burden of service is popular with the Israeli public and issuing the hardline statement is all public relations showmanship, then Netanyahu is setting himself for a severe backlash if he then goes and lets Haredim off the hook for military or national service. Furthermore, it bears noting that Haredi voters are not part of Netanyahu and Likud’s base – they historically have been willing to join any government, left or right, that has been willing to buy their support with subsidies and key ministries. Netanyahu’s base is the settler and religious Zionist movements, and they hold no water for Haredi draft dodgers. All of this reads to me like Bibi is gearing up to make Haredim subject to the draft, and only disbanded the Plesner Committee because it seemed like a futile exercise once YB and the Haredi rep had both quit and not because he is trying to protect the Haredi exemption.
Second, I don’t think that Mofaz has any intention of quitting the coalition. His threat to do so is an empty one since there is no reason for him to wait – if he was actually going to pull out of the government, he would have done so when Netanyahu pulled the plug on the Plesner Committee, which was Mofaz’s pet project. Mofaz has already been sufficiently embarrassed to justify leaving, and the fact that he hasn’t done so indicates to me that he is looking for excuses to stick around. That Mofaz brought Kadima into the government does not change the fact that Kadima’s poll numbers were badly sinking before the coalition deal was struck and that Kadima was increasingly looking like a party that would not survive more than one additional election. Leaving the coalition now, as TCN points out, probably dilutes Mofaz’s power since he is not by any means a natural leader of a left of center opposition, and that goes double now that he has tainted himself in the left’s eyes by joining hands with Bibi in a unity government.
Finally, there is the fact that Netanyahu created this monster of a coalition for a reason, and we need to think about what that reason might be. Sure, I think he liked the idea of presiding over a government with virtually no real opposition to speak of, but he also wasn’t accumulating numbers just for the sole sake of accumulating numbers. I think that creating such a large coalition was meant to give Netanyahu room to maneuver on precisely this issue – equalizing the burden of service and ending the Haredi military exemption – since it is a popular position and one that he could not pursue before without bringing down his government. The day after the news of the deal with Kadima broke, I wrote the following:
A newly stabilized government gives Netanyahu more time to quell the growing backbench rebellion within Likud as well, and he can expect Kadima to now back him full-tilt on settlements once he backs Mofaz’s Tal Law alternative. In sum, this is move to bring in Kadima and cancel the early elections is a no-brainer that eliminates potential rival parties, strengthens Likud internally, and probably increases its vote share over what it would have gotten in September.
This logic still holds. Putting Kadima in charge of the committee tasked with replacing the Tal Law was a high profile move and Netanyahu staked a lot on it, and the idea that after all that he would now just turn around, kill the committee and not allow its recommendation to see the light of day, and end the unity government, putting him right back where he started – namely, a coalition that is bound to break apart and bring down the government since Yisrael Beiteinu and Shas/UTJ cannot coexist for much longer – doesn’t make sense to me. Ultimately, the deal with Kadima was about Netanyahu’s survival as prime minister without having to call early elections, and so he needs Mofaz to stick around almost as much as Mofaz needs him in order to remain relevant. So, my prediction is that after everyone gets in their saber rattling, Netanyahu and Mofaz will work out some sort of arrangement, the Haredi parties will leave the coalition in a huff, and the unity government will remain in place. We should know by the end of the week if I am right or if I am wrong in a big way. And if it’s the latter, consider this my preemptive apology and huge tip of the hat to Allison Good.
The Battle For Kadima Is Just Beginning
May 29, 2012 § 1 Comment
Remember how I’ve been saying for months that Shaul Mofaz is going to eventually join Likud and that Kadima as we know it is going to disappear? It appears as if the maneuvering by all of the affected parties – Mofaz loyalists, Tzipi Livni loyalist, Likud members, etc. – is now starting in earnest. First though, a little background. Before 2009, if a faction of MKs wanted to break away from their party, they needed to have the votes of 1/3 of the party’s Knesset parliamentarians. In 2009, however, Bibi Netanyahu passed a bill through the Knesset that is known as the Mofaz Law, since its sole purpose was to entice Mofaz to leave Kadima, which at the time was controlled by Tzipi Livni. The Mofaz Law eliminated the 1/3 requirement and instead enabled a group of 7 MKs to leave a party, which was coincidentally the number of Kadima members who were reputedly unhappy under Livni’s stewardship and considering joining Mofaz and returning to Likud. Mofaz himself denounced the law and did not end up jumping ship, but the law is still in force.
Fast forward three years to the present day, and the situation in Kadima has been flipped. Mofaz is now in charge, and there is a group of Livni loyalists who are reportedly looking to leave Kadima. The Mofaz Law makes it easier for this group to do so since Kadima has 28 MKs in total, so they only need 7 dissenters rather than 10. In an effort to stop this from happening, Kadima MK Yuval Zellner, who is a Mofaz supporter, introduced what is being called the Confinement Bill, which would eliminate the Mofaz Law and restore the 1/3 requirement. The Kadima MKs who are upset with the party’s current direction have been pushing for the bill to be killed and at the moment its status is in limbo, although Mofaz himself has come out against the bill in an effort to keep the Kadima rebels placated and maintain party unity.
Yesterday, however, Israeli Channel 10 reported that a group of 7 has been formed and that they are looking for an opportunity to leave and form a new centrist party that will be headed by Livni and Haim Ramon, who was one of the original founders of Kadima and who quit the party earlier this month. Kadima has denied the report’s veracity but this move was pretty much preordained the day that Mofaz beat Livni in the Kadima leadership election. Kadima is a strange hybrid of clashing interests, having been founded by Ariel Sharon for the sole purpose of disengaging from Gaza and then morphing into a party concerned more with social issues under Livni’s tenure, and now led by a former Likud minister and general who is unconvincing as a champion of the lower rungs of society and who brought Kadima into a rightwing coalition. There is little chance that this party is able to hold together in the long term. Furthermore, Mofaz is going to have every incentive to rejoin Likud, either before the next election or immediately afterward when Kadima gets routed at the ballot box. Once the Livni faction breaks away and Kadima is comprised of more right leaning former Likud members, it won’t be long before Mofaz drops the charade. Joining the government was the first step, and I see no reason for the eventual reconciliation with Likud not to occur. Likud minister Dan Meridor recognized that fact this weekend in calling for Kadima to merge with Likud, noting that there is very little substantively separating the two parties at this point. So get ready for Kadima to split, with the larger group joining Likud and the smaller group forming a new party under Livni and Ramon. Kadima was doomed to eventually disappear the day after Israel pulled out of Gaza, and once it does it will make the Israeli political scene a bit more coherent.
