October 30, 2012 § 3 Comments
I’m writing this post at 10:30 on Monday night as a hurricane rages outside my house, and since I somehow inexplicably have power (and really Pepco? I lose power when there is a little drizzle, but you manage to keep it going during a freaking hurricane??) I am going to keep it short and sweet before it goes out. Likud and Yisrael Beiteinu moved one step closer to merging today as the Likud Central Committee voted to move forward with the union. This is going to be the first post of many analyzing whether this move makes sense, and according to the initial polls, the answer is not necessarily. The Channel 10 poll has Likud Beiteinu winning 35 seats, down from their current combined 42, and the Channel 2 poll has LB treading water at 42 seats. The point of this merger was to create a party greater than the sum of its parts, and while we have months to go before the actual vote, so far Bibi Netanyahu and Avigdor Lieberman do not appear to be moving toward accomplishing that goal.
Why might this be? I think a big part of the answer so far has to do with Yisrael Beiteinu’s base. When the news of the deal broke on Thursday, I wrote the following:
Likud and Yisrael Beiteinu, though, are not necessarily better off. Likud is now alternating with Yisrael Beiteinu for the first 42 party slots, which obviously waters down Likud, and the rank and file have got to be furious about this. As for YB, the party’s focus on Russian voters is not going to be as laser-like as it once was, and while it will likely get some more attention for its initiatives at the outset, the independent concerns that YB had are eventually going to be subsumed by the larger Likud project and constituency.
If you look at YB voters, they appear to have some real concerns. The Panels poll conducted for Channel 99 has LB winning 35 seats, and the poll asked 2009 YB voters how they were planning on voting in this election with results that should worry Netanyahu. Only 59% of 2009 YB voters indicated that they are planning on voting for the new LB party in 2013, and an enormous 22% said they were not sure. That 22% is the key to this election, since my strong hunch is that those are the voters who cast their ballot in the past for YB because they counted on Lieberman to represent their interests as Russian olim. It is no longer assured that Likud Beiteinu will perform that same function, and that’s one of the reasons why this merger was, to my mind, a strange and risky move for Netanyahu. He needs to keep all of those Russian voters and then pick up some extra voters along the way, but by banding with Lieberman not only does he risk losing some of the Russian voters, he also risks losing some of his own considerable Mizrachi base within Likud since they are wary of Lieberman and the Russians. Netanyahu now has to do a very precarious dance in convincing both of these camps to hang around, and moves signaling one group that they are still valued are precisely the types of signals bound to turn off the other. How Netanyahu and the new LB party deal with this over the next few months will be very interesting indeed.
More to come when there isn’t an old man outside my window loading pairs of animals into an ark..
October 26, 2012 § 1 Comment
Building on my initial reaction yesterday to the new Likud Beiteinu party created by Bibi Netanyahu and Avigdor Lieberman, I have one more important point to add about why I think this deal happened. It seems to me that this was about domestic politics, plain and simple. Netanyahu was nervous about polls showing Likud’s vote share slipping and Labor’s rising, and Lieberman wanted to position himself to head his former party and not have Yisrael Beiteinu suffer the fate of so many other parties like Shinui or what is about to happen to Kadima. This way the two men were able to create the perception of a strong rightwing party that will be able to withstand any challengers and give an air of inevitability to Netanyahu remaining as prime minister and Likud Beiteinu creating the next governing coalition.
Aluf Benn thinks that something else is at work though, which is the creation of a war cabinet to strike Iran. He writes, “The merger with Avigdor Lieberman’s Yisrael Beiteinu party will dissolve any domestic opposition to the war, since after the election, Netanyahu will be able to argue that he received a mandate from the people to act as he sees fit. Ministers and top defense officials will have a hard time arguing with him. From now on, only American opposition is liable to delay, or even prevent, a command to the Israel Air Force to take off for Iran.” He adds that Ehud Barak, Benny Begin, and Dan Meridor will be marginalized or pushed out completely and that Lieberman will push the cabinet into radical foreign policy positions that Netanyahu will no longer be able to disavow.
This analysis is plausible on its face, but I think there are a few problems with it. First, it’s not enough to just declare absent compelling evidence that every move Netanyahu makes is with the intent of striking Iran. Plenty of people said the same thing when Netanyahu made the deal with Kadima despite the fact that Mofaz had been on record as opposing a strike, and obviously the short-lived unity government did not make any moves on the Iran front. Bibi’s obsession with Iran is well documented, but he has other concerns as well, such as political survival and consolidating his position, and this seems so clearly aimed at doing just those things that I don’t see why the simplest explanation here is not the right one.
Second, looking at what Benn actually argues, I don’t think it is correct to assert de novo that this gives Netanyahu a mandate for anything. For that to occur, the new LB party has to win an unusually large number of seats and Netanyahu has to campaign specifically and primarily on the Iran issue. Netanyahu is probably counting on about 45 seats, which is roughly what you get from adding up where Likud and YB were in public opinion polls, but I think there is a significant chance that the number is less than that. Lieberman is a polarizing figure, to say the least, and he could easily scare away some Mizrachi and more religious Likud voters. It is also possible that Russian YB voters who were mainly voting for the party based on its advocacy for Russian olim will be disenchanted and feel that Lieberman has sold out their core interest in the pursuit of greater personal power. If that happens, then Netanyahu’s alleged mandate is not going to be quite as strong as Benn predicts, and I don’t quite understand why ministers and generals would have a hard time opposing him. Even if he does get 45 seats, that doesn’t seem like it will all of a sudden cow Likud members like Meridor, Begin, and Bogie Ya’alon into reversing their positions, or convince the IDF leadership that their reservations on Iran have been wrong.
Third, there is the fact that, like Mofaz before him, Lieberman is not necessarily an Iran hawk. The reports are that he originally opposed a strike and was then convinced to change his position, but it’s obviously not on the top of his agenda. Lieberman cares much more about undermining the Palestinan Authority and taking a hard line on peace process issues and territorial concessions, so if there is any foreign affairs implication from yesterday’s announcement, it is that the two state solution is now even more endangered. Lieberman is going to take many radical positions; of that I have no doubt. The question is whether those positions will have anything to do with Iran, and I’m not sure that they will. He may support a strike, but he is not going to be strongly and constantly advocating one. The math in the security cabinet does not change substantially unless Begin, Meridor, and Ya’alon are all excised. One also must consider who the rest of the coalition is going to include, since 45 seats still means that Netanyahu is going to have to rope in Shas, where Eli Yishai is opposed to a strike, or one of the center or left parties, and Tzipi Livni, Yair Lapid, and Shelley Yachimovich are certainly not guaranteed to vote the way Netanyahu wants on Iran.
In looking at yesterday’s merger, does it strengthen Netanyahu’s hand by giving him a larger number of seats? Yup, it does. But he still has to contend with opposition in Likud, opposition in the IDF, opposition from other potential coalition partners, and opposition from the public. In short, aside from making generalizations about the prime minister’s increased clout and murky electoral mandates, I don’t see how this makes a strike on Iran a foregone conclusion by any means.