March 19, 2014 § 3 Comments
Israeli Defense Minister Moshe Ya’alon gave a speech yesterday at Tel Aviv University during which he said some things that have got the White House pretty annoyed. Ya’alon inferred that President Obama wants to play out the clock and punt dealing with the Iranian nuclear issue to the next president, fingered the U.S. for demonstrating weakness in a variety of areas including in its response to the Crimean crisis, pointed out that U.S. military aid to Israel is not entirely altruistic but operates to American benefit as well in the areas of intelligence and technology, and finally predicted that U.S. weakness will come back to haunt it in the form of terrorism and direct challenges from revisionist powers. All in all, it was quite the rhetorical broadside. I will refrain from extensively commenting on Ya’alon’s last point except to note that by the standards of many of Ya’alon’s ideological compatriots and Likud fellow travelers who excoriated John Kerry when he predicted that the failure of the peace process will lead to greater international isolation of Israel and accused him of advocating for Israel to be treated as a pariah, Ya’alon has now done something far more serious than offer a prediction that the U.S. will suffer future attacks.
In response, an unnamed senior Obama administration official hit back at Ya’alon for undermining security ties between the U.S. and Israel and calling the entire relationship into question. To quote, “We were shocked by Moshe Ya’alon’s comments, which seriously call into question his commitment to Israel’s relationship with the United States. Moreover, this is part of a disturbing pattern in which the defense minister disparages the U.S. administration, and insults its most senior officials. Given the unprecedented commitment that this administration has made to Israel’s security, we are mystified why the defense minister seems intent on undermining the relationship.” This is not the first time this year that the White House has responded to comments from Ya’alon that it deemed to be over the line, as in January it was leaked that Ya’alon had disparaged John Kerry, which drew a disappointed, albeit less harsh, American response.
What is driving Ya’alon here? Ultimately, causing a rift with the U.S. is not going to benefit Israel in any way, and Ya’alon is presumably smart enough to know that trying to rhetorically peer pressure the U.S. into taking a more confrontational approach with Iran is not going to work. Furthermore, Ya’alon knows from intimate firsthand experience, first as IDF chief of staff and now as defense minister, just how close security cooperation between the two countries is, and so pretending that it’s not such a big deal rings hollow. In addition, the timing of going after Obama personally just as the U.S. is actively involved in Israeli-Palestinian peace talks and figuring out the security parameters of a longterm presence for IDF troops in the Jordan Valley is an awful strategy. If Ya’alon wants to ensure that the White House becomes more sympathetic to Palestinians complaints about Israeli intransigence, this would be one good way to go about it.
Certainly some of Ya’alon’s frustration is real. It is no secret that Israeli officials are worried about the direction of events in the Middle East, particularly with regard to Iran, and fear the U.S. stepping back from the region. What looks like cautious realism in the West Wing is viewed by Israelis as weak-kneed appeasement and wavering, whether it be negotiations with Tehran, an unwillingness to intervene in Syria despite repeated threats to do so, not bolstering Hosni Mubarak or dealing more harshly with the Muslim Brotherhood, etc. In addition, as Jonathan Schanzer points out, Ya’alon is upset about the U.S. not giving Israel weapons systems that would help in an Iran strike. Perhaps all of this boiled over at once and Ya’alon just couldn’t contain himself.
Or, perhaps there is more at work here, and Ya’alon’s outburst was a bit more politically strategic. Bibi Netanyahu has long had a real problem within his own party, and it is only compounded by the current peace negotiations. The younger and more hardline Likud members don’t trust him, and they have sought to embarrass him countless times, whether it be at Likud conventions, Likud primaries, or looking to amend the party’s constitution. Some of these efforts have been more successful than others, but if Netanyahu makes any real concessions with regard to the West Bank, the party is fated to split apart and there are no two ways about it. All of that is assuming that Netanyahu does not do the deed himself at some point and go the route of Arik Sharon, forming a new party and leaving a rump Likud behind (which would be deeply ironic since Netanyahu was the one who took the helm of the badly weakened Likud when Sharon formed Kadima). Ya’alon has been doing a good job of courting the Danny Danons, Yariv Levins, and Miri Regevs of the world, and they trust him a lot more than they trust the prime minister. Should it come down to needing a replacement for Netanyahu, Ya’alon seems like an obvious choice, and he can keep it that way by consistently espousing hawkish views such as the ones he did yesterday.
On top of this, the mood among Israel’s rightwing is no longer as uniformly pro-U.S. as it has been. There is a deep distrust of the Obama administration of course, but also a sense that the U.S. is moving in a very different direction than Israel. Netanyahu and his circle were genuinely surprised by the outcome of the 2012 presidential election, and simply did not grasp the internal American political dynamics, the changing demographics, or the war weariness of the American public. Throw on top of this the pressure coming from the White House on the peace process, and it just compounds the notion for some that the U.S. is harming more than it is helping. Many Israelis are for the first time in awhile openly questioning whether the U.S. can be reliably counted on, and nowhere is this more prevalent than among the younger Likud ideological vanguard who are the party’s future. Ya’alon recognizes this, and has been subtly playing into it for some time, which is why I think his comments about Kerry in January and his speech yesterday were more coldly calculating than he may want to let on. The other component to this is that Avigdor Lieberman, who wants to be prime minister one day and can only do so through Likud and is thus engaging in some jockeying for position of his own, has been criticizing the anti-American tone since his acquittal of fraud charges and his return to politics and publicly reminding Israelis that they should be wary of ruining the relationship with Washington. To the extent that Ya’alon views Lieberman – a hawkish nationalist who is very at home among the younger Likud folks – as a potential future rival, setting himself apart from Lieberman in a way that the Likud base favors is only smart politics.
At first glance, Ya’alon’s comments certainly seem puzzling, and they will not do any good for Israel itself. The question is whether Ya’alon was directing them toward Israel’s future or his own, and as usual, I think there is a heavy dose of internal domestic politics that is being overlooked. Yes, the frustration is real and is not entirely manufactured, but there is a method to the madness inasmuch as Ya’alon is thinking instrumentally about his political prospects down the line.
December 30, 2013 § 4 Comments
As it’s the end of the year, it’s time to revisit my 12 months of screw-ups (last year’s mea culpa is here). There don’t seem to be as many big ones this year as last year, but that is not a function of my improving analysis and is rather a function of my increasingly neglectful blogging habits; last year I wrote 276 posts, this year only 65. Thankfully for all of you though, there’s still plenty of material for you to use in heaping scorn upon my head. Here are some of the lowlights.
Israeli-Palestinian peace talks: On February 13, I wrote a post entitled “The Prospects For Real Peace Talks” in which I downplayed the idea that Israel would enter into substantive talks with the Palestinians. I didn’t think the makeup of what I expected to be the new Israeli coalition government would allow for real negotiations to take place, and I wrote, “even if Tzipi Livni brings Hatnua into the government nobody should be getting their hopes up too high for a big diplomatic push on the horizon.” We can debate whether the current talks are going to lead anywhere real, but certainly the process is taking place and there have been enough signs that the talks have been substantive and are going well that this call was wrong on my part.
Erdoğan’s relative reasonableness: This seems destined to become a permanently recurring theme, as a similar prediction made this list last year too. Last year it was about Erdoğan realizing that his interests should override his harsh rhetoric on Israel, and this year it was about Erdoğan realizing that his interests should override his harsh stance toward the Gezi protestors. In trying to figure out how Gezi was going to resolve itself, I wrote on June 7, “Erdoğan does not want to back down, but my instincts tell me that as he is reminded of just how much his popularity depends on the economy and as he faces the prospect of losing the bid for the 2020 Turkish Olympics, he will try to come up with some sort of solution to end the chaos in the streets without having to go so far as to issue a formal full-blown apology. The fact that there is no opposition party poised to take advantage of the situation makes backing down slightly easier for him to do, and even Erdoğan understands just how crucial it is for his and his party’s longterm political future to make sure the Turkish economy keeps humming along. Only the prospect of serious economic damage will get him to back down, since giving in to the protestors in any way is completely anathema to his general philosophy and outlook. How long it will take for him to get to this point is way beyond my prognostication skills, but I’d be surprised if he doesn’t get there at one point or another.”
Oops. Erdoğan did not ease up on his rhetoric in any measurable way, and he in fact actually became increasingly harsher and waited for the protests’ momentum to peter out over time, which it did. Eleven days after my prediction, I was forced to write another post dealing with Erdoğan’s even more over-the-top responses to Gezi, as the prospect of economic losses clearly had not moved him. It’s worth remembering now as the corruption scandal is raging around him, since unlike last year, this time I really have learned my lesson. The only way Erdoğan is backing down this time, economic crisis be damned, is if his party forces him to do so by default in replacing him.
Bibi’s position in Likud: I don’t know why I am so insistent on this point, but every few months I seem to write a post predicting trouble on the horizon for Netanyahu within Likud to the point that he will be split the party or be ousted. While I am going to stubbornly insist that events will at some point vindicate my point of view, they haven’t yet. On June 27 in a post called “The Likud Bell Is Tolling For Bibi” I ran through some of Netanyahu’s recent troubles and then denigrated an op-ed my Mati Tuchfeld in which he predicted that Netanyahu could retake the party pretty much any time he wanted. I wrote, “I think this is a bad misreading of the situation that does not take into account just how much things have changed. Likud members used to venerate their prime minister, but at last year’s Likud convention, Netanyahu was being disparaged left and right in a way that had never occurred before. In addition, much like the younger generation of Congressional Republicans here, folks like Danon have little desire to stand on tradition and do not venerate Netanyahu, and are not going to “fall at his feet” just because he wishes it….There is a new coterie of deputy ministers and up and coming backbenchers who not only do not like or trust Netanyahu, they don’t feel as if they owe him anything. He did not mentor them and they got to where they are now via the Likud primary, which Netanyahu now wants to get rid of, and so they are not going to back him just because he asks. And unlike a year ago, they are no longer revolutionaries and they speak for a larger percentage of the party.”
While my assessment of the dynamic was correct, my assessment of Netanyahu’s grip on the party and power to influence outcomes was not. Earlier this month, three proposed Likud constitutional amendments whose aim was to weaken Netanyahu were withdrawn under pressure before they could even be brought up for a vote. It seems clear that the new deputy ministers do not like or trust Netanyahu a great deal, but it seems equally clear that Netanyahu is still very much in control of the party and is not going anywhere.
I’m sure there is more, and please feel free to point out any other things that I got egregiously or embarrassingly wrong this year. Here’s hoping to a great 2014.
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.
June 27, 2013 § 4 Comments
A little over a year ago, the Likud party was going through a tug of war between the old Likud princes – Dan Meridor, Benny Begin, and their ilk – and a younger and more hardline group consisting of people like Danny Danon, Moshe Feiglin, Ze’ev Elkin, Yariv Levin, Tzipi Hotovely, and Miri Regev. At the time, the latter group were upstarts who were farther down on the party list – or in the case of Feiglin, not even an MKs – while the Likud princes were cabinet ministers. It was clear that the genuine fervor within the party lay with the hardliners but they did not yet control things, and so the party was exhibiting all kinds of strains while still holding together. The hardline group did not trust or even like Bibi Netanyahu at all, but he was the prime minister and his allies were in the top ranks of the party and so there was little they could do about it.
The came the Likud convention in May 2012, where Netanyahu was booed and subjected to rampant criticism, and unable to even secure the ceremonial post of convention chairman, which was deeply embarrassing. Next was the Likud primary in November, in which Danon came in 6th – ensuring that he would end up not only high in the Likud but as a deputy minister in the next government – and Feiglin made it into the Knesset, and Netanyahu allies Meridor and Begin lost their MK status entirely. Completing the trifecta, Danon won the chairmanship of the Likud convention this week with 85% of the vote after Netanyahu didn’t even try to challenge him for fear of being humiliated, and much more importantly is about to win the vote for chair of the Likud Central Committee, which is a powerful and consequential post. He has already stated his intentions to block Netanyahu’s plans to make the unity deal with Yisrael Beiteinu permanent and to subject any peace agreement to a Likud vote, which will never approve any deal with the Palestinians. Overall, things are looking bleaker for Netanyahu within Likud than they ever have before. He is presiding over an unruly caucus where his deputy ministers repeatedly undermine him, his old allies are gone from the scene, his party members do not respect him, and he is busy making plans to resume negotiations with the Palestinians while his own party warns him that it will not acquiesce to a deal under any circumstances.
Mati Tuchfeld today argues that the picture is not actually quite so bleak and that Netanyahu can retake Likud if he desires. His argument boils down to this:
Likud members venerate their prime ministers. Since Israel was established, there have been only four Likud prime ministers. If Netanyahu decides to return to the field, it’s safe to assume that everyone will again fall at his feet. If Netanyahu makes an effort, however small, to show that he wants another term as prime minister, the rebellious voices within Likud will likely die down at once. Unlike Livni, who fought tooth and nail to survive as Kadima leader and lost, or Barak, who was forced to leave Labor, all Netanyahu needs to do is make a decision — return to the field or retire. It’s likely that he’ll ultimately prefer the first option.
I think this is a bad misreading of the situation that does not take into account just how much things have changed. Likud members used to venerate their prime minister, but at last year’s Likud convention, Netanyahu was being disparaged left and right in a way that had never occurred before. In addition, much like the younger generation of Congressional Republicans here, folks like Danon have little desire to stand on tradition and do not venerate Netanyahu, and are not going to “fall at his feet” just because he wishes it. In fact, from their perspective, the sooner he is gone the better. Netanyahu has not made any attempts to court them, as opposed to other senior Likud members like Bogie Ya’alon, and while there is evidence that he is just now waking up to the problem he has within the grassroots of his party, it’s likely too little, too late. There is a new coterie of deputy ministers and up and coming backbenchers who not only do not like or trust Netanyahu, they don’t feel as if they owe him anything. He did not mentor them and they got to where they are now via the Likud primary, which Netanyahu now wants to get rid of, and so they are not going to back him just because he asks. And unlike a year ago, they are no longer revolutionaries and they speak for a larger percentage of the party.
So what are Netanyahu’s options? He appears to have three. First, he can finish him term as prime minister and retire. That is exceedingly unlikely, as by many accounts Netanyahu is more obsessed with being PM than he is with actually doing anything as PM, and even were that not the case, he has never given any indication that he is ready to be done. Second, he can start to fight a little to regain control of Likud and ultimately hope, as Shmuel Sandler argues in the last paragraph of this Jerusalem Post piece, that Likud members believe that they are incapable of winning an election without Netanyahu at the helm and so his position will always be safe. This is more plausible than the first option, but it’s a gamble since Netanyahu is currently caving to the enormous pressure being placed on him on settlements and the peace process, and any real initiatives on that front are going to bring a serious Likud backlash and a threat from Habayit Hayehudi to exit the coalition (which is why I argued back in January that the current government was doomed to fail). If Netanyahu assumes that his position in Likud will be safe after resuming negotiations with the Palestinians, irrespective of the outcome, I think he is fated to be surprised the next time around when Ya’alon or Gideon Sa’ar emerges to try and take his place.
That leaves option three, which is pulling an Arik Sharon and breaking away from Likud to form a new party. Netanyahu is historically risk-averse and is not operating from a position of strength at the moment, and unlike Ben Gurion breaking Mapai to ultimately form Labor, he is not immensely popular, nor does he have a single coalescing issue like Sharon. He also has a number of people, like Yair Lapid and Naftali Bennett, waiting in the wings to take him down. Nevertheless, Netanyahu is bleeding support within his own party every hour, and that is before he has even taken any real steps on the Israeli-Palestinian front. If he is actually serious about doing something and making sure that this is not his last term as prime minister, the only way around that is to form a new party. Formulating it around the idea of keeping all of the large blocs plus a multi-decade IDF presence in the Jordan Valley and selling it as a necessary security measure in the wake of Arab Spring upheaval in Egypt and Syria would attract enough support to make it a viable party, and would let Netanyahu shed the Likud thorns in his side. I wouldn’t bet on him actually going ahead and doing it, but it would be the smart move at this juncture. If he doesn’t, I am not nearly as sanguine as Tuchfeld on his future within his current political home.
June 5, 2013 § 15 Comments
Events in Turkey are still taking their course and so it is obviously premature to write any type of postscript, but I thought it might be useful to try and look ahead and game out some of the longer term consequences of the protests. First though, it is important to dispense with two quick points that I have seen floating around in various places. First, the Turkish government unquestionably displays some authoritarian tendencies and even more unquestionably has a distinct illiberal and majoritarian bent, and the excessive use of teargas on peaceful protestors is nothing short of shameful. Turkey is not, however, a fascist state and neither is it a dictatorship, and throwing those charges around in a vociferous manner won’t make them any less inaccurate. Second, Prime Minister Erdoğan is not going to resign, no matter what some stunningly ignorant folks might speculate. The AKP was elected with 50% of the vote in the last election, which was more than double than the share received by the second place CHP, and Erdoğan does not have any serious challengers in the party who would even think about trying to depose him. When these protests die down, Erdoğan will still be the prime minister, albeit a weakened one and maybe – but not likely – a chastened one, and the AKP will still be Turkey’s governing party. And furthermore, if I had to wager today, I’d bet with a large degree of confidence that the AKP will be Turkey’s governing party after the next election as well.
So how does this thing end? As Claire Sadar noted among other points in an excellent post, the comparisons to the Arab Spring are particularly inapt for a few reasons. The first and most obvious one is that, as I pointed out above, Turkey has free and fair democratic elections by even the strictest standard, and Erdoğan is not an unelected autocrat. The thousands of protestors in the street are shouting for Erdoğan to resign because they are unhappy and it is a convenient slogan to use, but I highly doubt that many of them – and this is certainly the case with my own friends currently manning the barricades in Istanbul and Izmir – have any reasonable expectation that this will happen. Everyone knows that Erdoğan will leave government the same way by which he entered, which is through elections, and because this is his last term as prime minister anyway, the protests are not going to change the timeline of his departure.
Another way in which this differs from the Arab Spring protests in Egypt and Tunisia in particular is that the military is highly unlikely to get involved. The Turkish armed forces have been brought to heel, first by the democratic reforms that placed the military under true civilian control for the first time in Turkey’s history, and then by the far less democratic witch hunt that jailed over 20% of Turkey’s active and retired officers for alleged coup plots against the government. Civil-military relations in Turkey have been transformed in a way that cannot be overstated, and while I would never go so far as to say that a military coup is absolutely impossible given Turkey’s history, the chances of one happening are infinitesimal.
Finally, the situation in Egypt was marked by scenes of non-uniformed government thugs attacking protestors, armed clashes between supporters of the government and opponents of the government, and a general violent breakdown along sectarian and ideological lines pitting civilians against other civilians. Despite the abhorrent police behavior – and reports indicate that police brutality seems to be slowing down as well – so far we have not seen bands of AKP supporters attacking protestors, and this is a good thing on many levels. When something along those lines occurs, it creates the likelihood of the situation spiraling out of control in unpredictable ways, and hopefully the fact that it has not happened yet means that Turkey is going to avoid large scale violent unrest.
What the situation in Turkey does remind me of in some ways is the J14 social protests in Israel in the summer of 2011, during which hundreds of thousands of Israelis were in the streets protesting over the high cost of living for everything from housing to cottage cheese. Many predicted that this was going to mean the downfall of the government and a radical sea change in Israeli politics, but what actually happened was that Prime Minister Netanyahu and the Likud government were reelected less than two years later. The primary reasons for this were that Netanyahu and Likud still remained popular with a large segment of the population, and perhaps more importantly there was no strong opposition party able to take advantage of the situation and unseat Netanyahu. Labor, which was the main party on the left, was fractured and disorganized, and Kadima’s constituency was not one that had social justice concerns as its main priority as Kadima had never embraced such a platform in any way. Similarly, it’s important to remember that the AKP has enormous support in Turkey, and this might diminish that support but it will not undo it. The economy is strong, many Turks have conservative values that the AKP embodies, and if you are not an educated urbanite or a persecuted minority (such as a Kurd or an Alevi), you are still relatively happy with the job the government is doing. Even more crucially, Turkey has no viable opposition at all. The CHP is little more than a joke, completely feckless and politically tone deaf and with no vision at all other than opposing anything the AKP does out of spite. There seems to be a constituency of Turks who crave a more liberal party that will be a bit more humble and protect the rights of all Turks while keeping in mind that differences of opinion do exist. There is no party currently in existence that can fill that role though, as the CHP is Turkish political equivalent of the Washington Generals and the BDP is too narrowly focused as a party representing Kurdish interests to attract true widespread support. The upshot of this is that when the next elections roll around, I expect the AKP to win again handily, albeit with a smaller total vote share than it received in 2011.
That does not mean that the path of Turkish politics will not be altered. The new presidential system that Erdoğan has been trying to push through is now, in my opinion, dead and buried. Nobody, and that includes people within the AKP, is going to be supporting a system in which Erdoğan gets to be a powerful president, particularly after he has complained that the American presidency is inadequate for his needs because the U.S. president has insufficient power due to having to deal with Congressional checks. This means that President Gül may continue as president without a hitch, but I think what this actually brings about is Gül as the next Turkish prime minister. Gül likely has no desire at all to serve as PM under a President Erdoğan who actually holds the real political power in Turkey, but serving as prime minister in the current system is an attractive proposition. In the last few days Gül has been distancing himself from Erdoğan, first disagreeing with Erdoğan’s contention that elections confer upon the government the right to do anything it pleases, and then implying that he might not approve Erdoğan’s new law restricting the sale of alcohol. These are moves designed to shore up his support within the party and to appeal to AKP members for whom Erdoğan’s scorched earth approach is wearing thin.
The irony in all of this is that the likelihood of the party splitting apart is now lessened than it was even a week ago. When Erdoğan stood the chance of becoming the president in a new presidential system, which would have meant unseating Gül in 2014, it would have led to a clash between the two men and the distinct possibility that the AKP would divide into two camps. If the system remain as it is, however, Gül can become a prime minister who actually has real political power, and so despite what appears to be growing enmity between the two longtime friends and political partners, I think the AKP actually stands a better chance now of remaining united, even as it is will be weaker following the damage that Erdoğan has wrought over the past week.
March 21, 2013 § 2 Comments
Today’s guest post is brought to you by my friend Joel Braunold, who heads up Strategic Partnerships for the OneVoice Movement. Joel is a keen observer of Israeli politics and a passionate advocate for a two state solution, and he has been keeping his eye on Naftali Bennett’s Habayit Hayehudi party and its efforts to carry out the settlement movement’s aims. The Yesha Council, which is the most prominent settler group, has released a new strategy paper coinciding with President Obama’s visit to Israel, and Joel has an extended take (see his quick take at Open Zion here) on what it portends for the new Knesset and government. You can read more of Joel’s work on his blog at Haaretz.com and his Twitter handle is @braunold.
With President Obama visiting Israel, many groups are trying to get his attention so they can let the president know what they think he should do. Included within the pleas from the peace camp and the ‘Free Pollard’ camp is a document prepared by the Yesha council titled, “Judea and Samaria – It’s Jewish, It’s Vital, It’s Realistic.”
Questions answered within this Kafkaesque document include: why the demographics are on the settlers’ side, why the Palestinians are stealing water from Israel, and what is the legal history of Israel’s settlement enterprise. Most interesting, however, is the nine-step plan that the Yesha council has created at the end of the document to fulfill their vision.
The main tool that the Yesha council has to achieve its vision are its political advocates in the Knesset and in the government. Their building in the West Bank happens through the good graces of the state authorities. Of course the main party for the Yesha council is Habayit Hayehudi, but they also have representation through Likud and Yisrael Beiteinu and a scattering of MKs in some of the center parties. Members of their communities operate across the center and right of the Israeli political spectrum.
Looking at the nine steps we can see the underlying Habayit Hayehudi strategy during the coalition talks. Additionally we can start to make sense of some of the other Knesset moves and statements by members of the settler community on the national stage.
Step 1: Renewing the strong belief in the supremacy of the Jewish claim to the Jewish Homeland and the justness of taking measures to maintain control of it
In the coalition agreement between Likud and Habayit Hayehudi was a bill to make the Jewishness of the state supreme. This is a redo of the Avi Dichter bill from the last Knesset. No one is quite sure of which version will hit the Knesset, if it gets through Tzipi Livni, but it is part of a big move to decouple the concepts of Jewish and democratic state as equal and promote the former at the expense of the latter. The motivations behind this become clear in a strategy that is tied into biblical land claims and preparing for a situation where the civil rights of millions of Palestinians are going to have to be restricted.
Step 2: Uniting the nation and its leadership
Throughout the coalition talks, Bennett was the peacemaker between Yair Lapid and Bibi Netanyahu and has pledged to be a leader for all of Israel, not just the settlers. His party has also taken over key ministries that can affect the cost of living across Israel. Bennett has been very keen to be seen as responding to the J14 protests and be a transformative politician who can transcend the tribal politics of the moment and be one of the new leaders of Israel alongside Lapid. By also slipping in the raising of the electoral threshold into the coalition agreement, he can ride the wave of Habayit Hayehudi current popularity and force others from his camp to work with him if they want any representation at all. By forcing people into a broad tent he gives himself a broader appeal and solidifies himself and by extension the Yesha council firmly into the mainstream.
Step 3: Military strength and control of the territory by the security establishment
Though many ex-military and security men veer to the left after they retire from service (just see The Gatekeepers), the new Defense Minister, Moshe Ya’alon, most definitely veers to the right and was the first choice of the settler community. Though the security establishment is pretty much entrenched in the West Bank already, Ehud Barak had been the thorn in the side of the Yesha council. With him removed the security establishment can work in concert with the Yesha council in helping it expand both from the Knesset and on the ground itself.
Step 4: The elimination of terror and cessation of incitement in Palestinian schools
While all Israelis want to see an end to terror and incitement, the previous government’s flat-out rejection of the State Department’s school textbook report demonstrates a complete unwillingness to examine the issue of incitement on both sides of the border. It is essential to demonize the Palestinian national narrative while maintaining that individual Palestinians are ok and stating that the settlements actually have had great relationships with the communities pre the first intifada.
Step 5: Creating a situation where it becomes clear to the international community that another state west of the Jordan River is not viable
The serious policy community is split about whether the two-state solution has already been killed by the settlements and the Yesha council or if it is merely on life support. Needless to say, the Yesha council is well on its way to pulling the plug. The new Deputy Foreign Minister, Ze’ev Elkin, already ascribes to this point of view. Though many advocates of one-state agree that the settlements have killed the two-state solution they do not share the Yesha council’s vision of what a one-state solution would look like. The power and establishment will be with the Yesha council and in doing so it will have a tremendous momentum on the ground when two-states is officially abandoned to fulfill its vision before anyone else gets a look in. Yes, Israel will lose friends and allies and there might be a brain drain that could seriously affect the economy. But I sadly have less faith that pressure will force Israel to give up its raison d’état of providing the Jewish people with self-defense and power by giving those they have been occupying full civic rights. The death of the two-state solution will mean the Yesha council has won, and read the rest of their document to see how they view Palestinians.
Step 6: The further immigration of one million Jews to Israel to secure a permanent Jewish majority in Israel
In the coalition talks, Bennett managed to carve the Diaspora portfolio out of the Ministry of Foreign Affairs and into his own portfolio. The reason for this now becomes crystal clear, as he is desperate to get more Jews to immigrate. Bennett demanding this portfolio always seemed odd. The settlements are often the largest bone of contention between Israel and her Diaspora (amongst Jews who are engaged at least). Passing on this responsibility to the former general secretary of the Yesha council looks on the surface to be a recipe for disaster. This step helps us understand the real consequence of why this demand was made. What will be interesting to see is how Bennett attempts to bring Diaspora Jews to Israel and how their aliyah will be tied to step 7. Is the aim just to lock in the demographics regardless of where the Jews live or to get them to move to the West Bank and lock in the settlements? We will have to wait and see but watch to see where new job incentives will be made for new immigrants, as Bennett has the ability through Trade and Industry to create incentives where he chooses.
Step 7: One million Jews in Judea and Samaria, tripling its Jewish population
With the housing and trade ministries, Habayit Hayehudi can now start working on this. The proof will be in where the new low-income housing is built. Even if just restricted into the settlement blocs, if this plan is being followed the aim will be a massive increase in settlers. As with step 6, we will have to see if alyiah and settlement are linked. President Bush (41) conditioned the aid to help resettle the Russian Jews on them not being housed in the West Bank. One other important step to remember is that Bennett received the public diplomacy portfolio as well. Through this he can push the settlements into the official Israeli government narrative both at home and abroad.
Step 8: The creation of large residential areas surrounding the current communities of Judea and Samaria
Housing, Trade, Knesset Finance chair – between these three portfolios and a willing defense minister the sky is the limit on step 8. I predict the concept of settlement bloc will expand and large scale projects will begin to be planned as expansions in key areas. Even more so then Yaalon, Danny Danon is a particular fan of the Yesha council and he is Deputy Defense Minister.
Step 9: The execution of a construction, development and economic plan for the million residents of Judea and Samaria
Habayit Hayehudi has already indicated that they would rather release prisoners and transfer taxes to the PA than freeze settlement construction. Looking at this nine-step plan, it is easy to see why Bennett would rather give any other ‘confidence building measure’ than allow the slowing of the settler population. The one thing that the party cannot allow is a settlement freeze as it destroys the plan above.
All of this should be seen as nothing less than a strategic effort to kill the two-state solution. Keep in mind that Prime Minister Netanyahu just committed his new government to two states for two peoples in his joint press conference with President Obama on Wednesday. Looking at how this is planned out, it is clear that the only thing that could stop this from happening is freezing settlement construction. The sad fact is that a settlement freeze has already been tossed by the US administration as a failed attempt.
The Yesha council is very open about its aims, objectives and methods. If people want to do more than pay lip service to the idea of two-states, they must not only oppose the Yesha council at every turn of this plan but offer their own step by step approach to how to create a two-state reality today. Though it is the establishment opinion that two-states will happen, those opposing it literally are executing on a plan to kill it. Those of us who wish to see it come about must equally set out a plan and today start building facts on the ground to make it so.
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.
January 24, 2013 § 9 Comments
Now that the final results of the Israeli election are in, everyone is rushing to declare that centrist parties were the big winners and that the Israeli electorate has made a surprising shift away from the right. This is understandable in light of the fact that Yair Lapid and his Yesh Atid party won 19 seats to become the second largest party in the Knesset and Bibi Netanyahu led the Likud-Beiteinu list to an extremely disappointing 31 seats, down from the 42 seats that Likud and Yisrael Beiteinu control in the current Knesset. Nevertheless, I think that this view of things is incorrect. As I argue in Foreign Affairs, this does not take into account that the other so-called centrist parties did poorly and finished well below expectations and that many Likud voters chose to move even farther to the right by giving Habayit Hayehudi 12 seats. In addition, Yesh Atid can be characterized as centrist in some ways but as pragmatically rightwing in others, and so dubbing yesterday’s results as an unabashed win for the center is misleading. In fact, the center controls 28 seats in the current Knesset, but will control 27 seats in the next one (19 for Yesh Atid, 6 for Hatnua, 2 for Kadima), so in reality the center actually lost ground. No doubt Lapid scored a big victory, but one centrist party doing well does not mean that Israel is now avowedly centrist, particularly when other centrist parties turned in disappointing performances and the banner rightwing nationalist party more than doubled its current Knesset representation. Here is a teaser from my piece in FA:
The problem with this narrative, however, is that Tuesday’s results were not really a victory for centrists and Yesh Atid is not really a centrist party. The largest vote-getter was still Likud-Beiteinu, made up of arguably the most right-wing version of Likud in the party’s history and the nationalist and pro-settlement Yisrael Beiteinu. Bayit Yehudi also did well, and it will be the fourth largest party in the Knesset with 11 seats. On the left, Labor underperformed and could not even garner enough votes to win second place as expected. Livni’s Hatnua, meanwhile, won fewer seats than even the parochial ultra-orthodox party, United Torah Judaism. Kadima, a real centrist party, has all but disappeared, plummeting from 28 seats to two. Even though the right-wing parties did not do quite as well as they had hoped, the larger picture does not support the claim that the center scored a great victory.
Furthermore, the grouping of Labor, Hatnua, and Yesh Atid under a centrist or center-left banner is analytically lazy. On economic issues, those three parties do indeed fall within the left and the center. On security and foreign policy issues, Labor and Hatnua are centrist as well. Yesh Atid, however, cannot be accurately described as centrist when it comes to the peace process. Lapid has stated that Jerusalem cannot be divided under any circumstances and insists that standing firm on this issue will force the Palestinians to recant their demand that East Jerusalem serve as the capital of a future Palestinian state. During the campaign, Lapid chose the West Bank settlement of Ariel as the place to give a major campaign speech calling for negotiations with the Palestinians, and declined to endorse a settlement freeze. None of this is enough to put him into the far-right camp, which rejects the two-state solution and calls for annexing the West Bank, but it also does not make him a centrist. In fact, Lapid’s views on security issues are close to those that Netanyahu has publicly staked out.
January 23, 2013 § Leave a comment
Yesterday morning before any of the election results were in, I had a piece up at the Atlantic arguing that the coalition stability that was a hallmark of the current government was destined to end. In my view, the choices that Bibi Netanyahu was likely to end up with were going to create pressures from one side or another no matter which path he decided to go down. Here is the relevant passage:
There are two factors that are going to contribute to detonating Netanyahu’s coveted stability. The first is that unlike during the past three plus years, Netanyahu is going to have a significant presence on his right flank both within his party and outside, creating constant pressure to take a harder line on settlements and the peace process. The Likud primary in November created the most right-wing version of the party that has ever existed. For instance, among the returning Likud MKs in the new Knesset will be the inciters of May’s anti-immigrant race riot, a mass of supporters for annexing the West Bank, and new MK Moshe Feiglin who wants to be the Mohamed Morsi of anti-Arab remarks. This group largely distrusts Netanyahu and will be waiting to pounce at even the slightest digression from their preferred policy of holding on to the West Bank forever.
In addition, Netanyahu will be dealing with the newly empowered nationalist Habayit Hayehudi (Jewish Home) Party, which is poised to become the third largest party in the Knesset. This party is led by Netanyahu’s former chief of staff Naftali Bennett, who also advocates unilaterally annexing Area C of the West Bank and recently got into trouble for saying that he would refuse orders to evacuate settlements. ( He recanted after the predictable furor that arose.) Either as part of the coalition or as a constant thorn in Netanyahu’s side, the large Habayit Hayehudi bloc will be pushing Netanyahu constantly to the right.
The second new factor, which operates at complete cross-purposes to the first, is that Netanyahu will be looking at a renewed push by outside actors on the peace process at a time in which international pressure on Israel is beginning to reach a critical mass. John Kerry is going to want to tackle the peace process as one of his priorities as Secretary of State, and Britain and France intend to present their own plan for resolving the Israeli-Palestinian conflict with the support of Germany and possibly the full European Union. Anger toward Israel over settlements and the breakdown of the peace process has lately intensified. Whether this is justified or not, given Palestinian foot-dragging, the anger exists to the point that even Israeli diplomats are beginning to get frustrated over the heat they are taking over West Bank construction.
Now that the results are in, I think this analysis still holds, and is perhaps even more salient to understanding what will happen next. Netanyahu is almost certainly going to have to build a coalition that includes Yesh Atid and Habayit Hayehudi, and this means foot-dragging on the peace process and a storm of international pressure. The option of trying to pivot to the center on security and peace process issues is a lot more difficult today than it was yesterday. Netanyahu had some serious problems within Likud before, since the newly empowered crop of hardliners did not really trust him to begin with, but now he has to deal with the fact that he has led his party to the hollowest of victories. His gambit of merging with Yisrael Beiteinu backfired badly, particularly since only 20 of the 31 Likud Beiteinu MKs hail from Likud because of the seat allocation deal he worked out with Avigdor Lieberman, and undoubtedly Likud members are not very happy this morning. If Yisrael Beiteinu separates from Likud in thirty days as the merger agreement allows, Likud will be the largest party by only one seat. In order to prevent this from happening, Netanyahu is going to have to promise Lieberman the moon and the stars, which also does not bode well for any new push to slow down settlement growth or fast track negotiations with the Palestinians. Any moves that Netanyahu makes in that direction will imperil his leadership as head of Likud and prompt a rebellion within the ranks. Nobody should underestimate just how much pressure Netanyahu is now under from his own side, let alone from the parties on the left of the spectrum that would like nothing more than to bring him down. Netanyahu is in a very difficult spot, and while I am relatively sure he will be able to form a coalition and serve as prime minister, don’t expect it to last very long.