July 3, 2014 § 2 Comments
Michael Cohen published an article in Foreign Policy a couple of days ago in which he argues that the future of the U.S.-Israel relationship will be marked by “less cooperation, more disagreements, and greater tension.” The piece is headlined “The Democrats Are Finally Turning Away From Israel” with the inflammatory subhead “And it’s high time they did,” but this does not reflect Cohen’s core arguments, and I am 100% confident that he had nothing to do with the title in any way (having been published in FP on numerous occasions, I can say from personal experience that the editors choose the title on their own and the first time the writer even knows about it is when it goes live on the website). What Cohen argues is that the relationship is being strained and slowly pulled apart by bad personal relationships between President Obama and Prime Minister Netanyahu, Israel actively trying to prevent a deal between the U.S. and Iran by working Congressional channels, differing strategic priorities in the region, and a widening gap between the two countries’ worldviews.
In Cohen’s analysis, all of these factors mean that support for Israel in the U.S. will wane as the U.S. government finds it increasingly difficult to justify or explain bad Israeli behavior – particularly on the Palestinian front – and that the U.S. will no longer rush to defend Israel from pressure coming from Europe. Furthermore, Cohen foresees the politics of Israel changing in the U.S. as support for Israeli behavior among American Jews wanes and as Israel identifies more and more with Republicans, making support for Israel less politically important for Democrats.
Cohen astutely identifies a number of points of tension between the U.S. and Israel, and he is not exaggerating things such as the distrust between the elected leaders or the frustration among administration officials over Israel’s handling of settlements and peace negotiations. Nevertheless, I do not entirely agree with the analysis, and I think there are some angles that Cohen either misreads or leaves out, particularly on the strategic front.
First, while Obama and Bibi have long been and likely always will be at odds, this duo only has two more years to go, and that means that the relationship can be reset in a heartbeat. The low point of the George H.W. Bush and Yitzhak Shamir pairing was followed by the apex brought about by Bill Clinton and Yitzhak Rabin, so I am reluctant to predict any longterm trends based on the two men currently in office. If Hillary Clinton or Joe Biden end up winning the White House in 2016, their track records and both public and private comments indicate that the relationship with Israel will improve irrespective of what happens with settlements and the peace process, and that goes double for any Republican not named Rand Paul. That is not to say that U.S. frustration with Israeli settlement policy is a mirage or only resides in the minds of Obama White House officials, since it absolutely permeates a much deeper group of politicians and foreign policy bureaucrats who rightly worry about the consequences of Israeli policies toward the Palestinians. Rather, it is a problem that must be considered in light of a larger strategic context (more on that below), which makes it important but not necessarily an ultimate driver of U.S. policy toward Israel.
Second, while it is absolutely true that support for Israeli policies among younger American Jews seems to be on the decline, the jury is out as to whether that support will increase as younger American Jews get older, and more saliently there is a question as to whether support for Israeli policies directly overlaps with support for Israel more generally. Furthermore, none of this may matter anyway if support for Israel among the general public remains strong, or if within the Democratic Party there is a gap between grassroots progressives and elite policymakers and opinion leaders. On the question of support among the general public, favorable views of Israel are at historical highs with a clear 55% majority of Democrats still holding favorable views, and historically Americans tend to sympathize with Israel versus the Palestinians at even higher than normal levels when Israelis are the victims of terrorism and violence, as was tragically the case this week. I am also not convinced from conversations with progressive politicians and thought leaders that they are on the verge of abandoning Israel wholesale, and there is a strong recognition among Democratic elites that Israel is not and should not be entirely defined by its settlement project, as deeply problematic as that project is.
Most importantly though, in his focus on divergent strategic goals, Cohen glosses over a newly strengthened recognition that Israel’s strategic value as an ally is going up. It’s clear that Israel and the U.S. differ on their respective threat perceptions of Iran, whether Iran should be contained, and whether Iran can be contained, but in seeking to contain the fallout coming from the rest of the region as it implodes, Israel is pretty much the only reliable ally left standing. Despite an American desire to pivot to Asia, the Middle East cannot be ignored just because the U.S. finds it thorny, as the recent crisis in Iraq demonstrates all too well. The U.S. is going to be involved to a greater extent than it desires, and as I heard from multiple Israeli foreign policy and security professionals and experts when I was there last month, the Israeli government is well aware that the country is an island of stability amid the chaos. Iraq is a mess, Syria is in the middle of a civil war, Egypt is teetering dangerously on the brink of becoming a failed state, Saudi Arabia is dealing with massive uncertainty amidst a succession crisis, Jordan has been in constant crisis management mode since 2011 and now has to worry about being overrun by ISIS, Turkey is dealing with all sorts of internal problems and has proven itself to be a notoriously unreliable and myopic ally with its disastrous flirtations with jihadi groups in Syria…the list goes on and on. Israelis are of the view that the U.S. almost needs them more than they need the U.S., and while this is overconfident hyperbole, it is based on a foundation of truth. U.S.-Israeli coordination is now more vital than ever, and this is a variable that is not going to change for the remainder of this decade given the Middle East’s unraveling. When I wrote two years ago that Israel was going to benefit from the Arab Spring as a result of its neighbors being too busy with their own domestic unrest to worry about making trouble for Israel, I didn’t anticipate the positive externality of Israel becoming an even more crucial American ally, but that dynamic has arrived.
I share Cohen’s concerns about Israeli policies, and anecdotally there seems to be softening support for Israel among younger Democrats. Ultimately, however, I think the political tension in the relationship is fleeting, and the genuine and widespread disappointment at Israeli settlement building is a long term problem that needs to be addressed but that for next few years will be outweighed by larger strategic concerns. Surveying the state of things, I am not nearly so confident as Cohen that the U.S.-Israel relationship is destined to be remade.
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.
March 6, 2014 § Leave a comment
Bibi Netanyahu and the Israeli government have had the same two important decisions regarding the U.S. hanging over them for over a year, and they aren’t going away. The first is whether to cooperate with the U.S. to the hilt on the peace process and agree to anything the Obama administration asks them to do. The second is whether to cooperate with the U.S. to the hilt on Iran and agree to refrain from striking Iran, which is a commitment that the Obama administration clearly seems to want. The question is, if Israel does not deliver on either of these issues to the fullest extent, what will the fallout be, and which one is the higher priority for the U.S.?
There’s a lot of chatter recently about this being Israel’s last chance for peace with the Palestinians along with dark warnings about what will happen if the talks break down. In an interview with Jeff Goldberg last week, President Obama spoke at length about what he thinks the negative ramifications will be. Echoing John Kerry, he said that demographics, settlement growth, and the possibility that Mahmoud Abbas will be gone from the scene in the near future make this the last best chance for a deal, and that should a deal not happen, Israel will face increasing isolation and the end of its status as both Jewish and democratic. He also warned of a decreased ability on the part of the U.S. to protect Israel in international institutions and from the growing hostility of the international community. Goldberg interpreted this last point as (in his words) “a veiled threat” which would suggest that the U.S. may at some point stop using its veto to shield Israel from unfavorable UN Security Council resolutions.
This comes on the heels of months of Israeli-perceived threats from Kerry, including his prediction of a third intifada if talks fail, his denouncement of Israel’s military presence in the West Bank, and most recently his observation that efforts to boycott Israel are only growing. Never mind that none of these statements were threats but were rather predictions of how other actors will behave should the two state solution disappear; the important point is that Israeli leaders have interpreted these statements as a warning that the U.S. will abandon Israel should these talks not produce results. There is also the news that Israeli defense and intelligence officials have had visas to the U.S. denied at a much higher rate over the past year, which could be an effort to warn the Israeli government about what lies ahead should U.S. wishes be defied.
For whatever reason, there is much less talk – both here and in Israel – about what will happen to the relationship with the U.S. if Israel goes and strikes Iranian nuclear sites. This strikes me as strange for two reasons. First, I think that the possibility of this happening is at least 50% and yet there is a lot more speculation about Israel not doing its best to come to an agreement with the Palestinians. Second, I strongly believe that compared to a peace process failure, Israel defying U.S. wishes on Iran will be far more harmful to the relationship and will bring a higher degree of fallout.
I have always been clear in my belief that the consequences for Israel should the two state solution evaporate will be similar to what the White House describes: isolation, boycotts, and a far more difficult dance on maintaining Israel’s democratic character along with a Jewish majority. I am not quite sure that this is the absolute last opportunity, but were I the prime minister of Israel, I would be making plans for a unilateral withdrawal from the West Bank in the eventuality that a deal cannot be reached. But that is another post for another day; the main point here is that should the talks fail, I do not think that the consequences from the U.S. will be much to fear. For starters, this show is not new. The Israelis and Palestinians have spent decades talking to each other or not talking to each other, all to no result, and the American-Israeli relationship has proceeded apace with no real ruptures. If these talks fail despite intense American intervention, it will be no different than Camp David, Wye River, Taba, the vaunted road map…you get the point. The U.S. and Israel have a long history of getting over peace process failures no matter if the administration puts the onus on Israel or on the Palestinians, and I suspect this time will be no different. The U.S. interest in getting this resolved has not grown more than it was under Clinton, and the damage to the U.S. should the talks fail does not present a vital threat. Furthermore, the peace process requires not just Israeli acquiescence but Palestinian acquiescence as well, and if reports are to be believed, the Palestinians have no intention of acceding to the security plan formulated by the U.S. and General John Allen. What this means is that if the Palestinian side is intransigent to a larger degree than the Israeli side (and so far reports indicate that to be the case), any failure will not be pinned on Israel. So for a number of reasons, this Israeli fear of a rupture is far-fetched. This is not an attempt to provide an excuse for Israel not to make a deal, since I think that Israel should agree to any and every U.S. request if it means getting an actual permanent agreement, but just an observation that the global consequences of failure will be a lot harsher than those emanating from the U.S.
In contrast, I think that Israel might want to tread more carefully when it comes to Iran, because an Israeli strike will be harder than a half-hearted peace process negotiation effort for the U.S. to shrug off. For one thing, there is not much recent history of Israel carrying out military operations that will clearly upset the U.S. and thus less of a history of getting over it for Israel to draw upon. Two examples would be the Suez crisis in 1956 and the bombing of the Osirak reactor in 1981, but neither of those are truly comparable. On Suez, Israel was operating in conjunction with Britain and France, which blunted the reaction as Israel was not seen as a sole rogue party, and on Osirak, Iraq was not viewed as such a vital interest for the U.S. and it did not embroil the U.S. in any messy aftermath. In the case of a hypothetical future Israeli strike on Iran, these conditions do not apply. Israel will be doing it alone, in defiance of U.S. wishes ahead of time, and it will affect what is likely the number one American foreign policy goal at the moment, which is a nuclear deal with Iran that leads to a more general rapprochement. Not to mention that many will view the U.S. as somehow complicit, and there is a chance of blowback directed against U.S. interests in the region. Also in contrast to the Palestinian issue, there will be no other party to blame; if things get hairy afterwards, Israel cannot share the burden of blame with someone else. It will not blow up the U.S.-Israel relationship, which is far too institutionalized and based on public affinity, but I can imagine a variety of unpleasant consequences, such as arms shipments being halted, intelligence and security cooperation suffering, the visa situation becoming even more difficult, etc.
I fully recognize that in Netanyahu’s eyes, these situations are not equal. Iran targets Israel in a variety of ways, with the seizure of the ship carrying missiles yesterday as just the latest exhibit in a mountain of evidence. Bibi views Iran as an existential threat whereas he views the Palestinian issue as one that can be managed. I disagree with his assessment, but it being what it is, his motivation and incentive structure is likely to go it alone on Iran. If Israel does that, however, it should at least factor in the costs of defying the U.S. and not assume that everything will be copacetic in the aftermath.
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.
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.
December 26, 2012 § 7 Comments
As regular O&Z readers know, if this blog has any sort of running theme it is that domestic politics is often decisive in determining foreign policy. When I wrote last week for The Atlantic about the rightwing political competition that is driving settlement activity, a close friend emailed, “So you’re saying it is local politics at work…#ImagineMySurprise.” I have pointed to domestic politics to argue that Israel and Turkey won’t be normalizing relations any time soon (and I’ll try and write about the recent NATO news tomorrow, but no, I don’t think it signals that anything is going to imminently change) and to predict that there was not going to be an Israeli strike on Iran last spring, summer, or fall. Does this mean that domestic politics is always decisive in every situation? Of course not. There are plenty of times in which other considerations are at work; the months-long push on the Turkish government’s to get NATO to intervene in Syria is one such instance. Nevertheless, I maintain that a lack of focus on domestic politics and the constraints it imposes leads to lots of shoddy analysis from both professionals and casual observers.
Over the next few months, Israel is going to be a great petri dish for watching these trends at work. On the one hand, influential and respected defense and security experts like Amos Yadlin are warning that Israel is losing its international support and status because of its footdragging on the peace process, Tzipi Livni has founded a new party devoted solely to reviving talks with the Palestinians, and there is chatter that the EU is losing so much patience that it is going to try and force Israel and the Palestinians into a deal. Last week the State Department issued a harsher than usual condemnation of Israeli settlement activity, as did the fourteen non-U.S. members of the Security Council. By any measure, Israel’s settlement policy and reticence on the creation of a Palestinian state is become increasingly costly. Looking at it from a black box perspective, you have a state living in a hostile neighborhood with an enormous qualitative military edge over its neighbors that is facing a dangerous potential dip in support from its main external allies and is facing increasing international isolation over the Palestinian statehood issue, which does not present an existential security threat by any means. The state is facing what it believes is an existential threat from Iran, and on that front it needs all the help it can get from its main allies. Given everything involved, you’d expect Israel in this situation to take moves to forestall its isolation and shore up its relationship with the U.S. and EU – which are its primary providers of military and economic aid and diplomatic support across the board – by making some serious concessions on the Palestinian front. After all, even if settlements in the West Bank are viewed as a security buffer, keeping them from a security perspective given Palestinian military capabilities pales in comparison to risking the cessation of purchases of military hardware and transfers of military technology, and enabling the risk of complete diplomatic isolation.
Given all of this, one might expect to see an Israeli coalition after the election that includes Livni’s Hatnua party and that undertakes serious initiatives on the Palestinian statehood and peace process fronts. Such a coalition would under no circumstances include Naftali Bennett and Habayit Hayehudi, as Bennett wants to annex Area C and does not support the creation of a Palestinian state. Indeed, there have been moves in that direction as far as keeping Bennett out is concerned, and there have also been reports that Netanyahu and Livni are exploring the possibility of Hatnua joining the coalition after the election, which would almost necessarily mean her return to the Foreign Ministry and a greater push for a negotiated settlement with the Palestinians.
On the other hand, taking domestic politics into account would point to a different path. As I wrote last week, the idea behind the joint Likud-Beiteinu list was to create a right-wing monolith that would put an electoral victory out of reach for Israel’s left and to also present rightwing voters without a real alternative. Netanyahu wanted to eliminate any challenges from his right flank by co-opting Lieberman, but it now turns out that he has to deal with Bennett on his right and a swift migration of voters (so far, at least) away from Likud and to Habayit Hayehudi. It is also the case that Israeli voters do not care about the Palestinians or the peace process, which is why Hatnua is stuck in single digits, Labor and Shelley Yachimovich barely mention anything other than social issues and the economy unless absolutely forced to, and Bennett is gaining a larger following based partly on a perception that Netanyahu is actually not hawkish enough. Taking all of this into account means a coalition that includes Bennett, continues to take a hardline on a Palestinian state, and bemoans the lack of support from European states rather than constructing a policy meant to change that reality.
So which will it be? Unsurprisingly, my money is on the second option, but the first one is certainly plausible. It really just depends on how much weight you place on the domestic political calculus. Netanyahu’s history is that he pays attention to his domestic political survival above all else, and I see no evidence that he has suddenly become a changed man. To my mind, Israel’s long term health necessitates the first path, while Netanyahu’s lies with the second. Let’s hope that events in 2013 prove me wrong.