Did Israelis Give The Center A Big Win?

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.

To read the rest please click over to Foreign Affairs, and comments and emails are welcome as always.

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Following Up On E1 And A Unity Government

January 4, 2013 § 2 Comments

There are a couple of news items today related to two predictions I made last month – that Israel is not actually going to build in E1 and that there is a decent likelihood of a Likud-Labor unity government after the elections in a couple of weeks – so I figured I’d take the opportunity to revisit the topics and see where things currently stand.

In the E1 department, Netanyahu has delayed the plans for building despite the Defense Ministry approving the blueprints and the Civil Administration approving the plans. Predictably, this has raised rightwing ire as there is no word as to when the prime minister’s office is going to file the plans with the zoning committee or what is causing the delay. As you may recall, I argued that this is precisely what was going to happen:

The reason for this is that building homes in E1 has been a longstanding red line for both the United States and the European Union, and that line won’t dissipate just because the Palestinian Authority decided to defy Israeli and American wishes against pursuing a statehood claim at the U.N. The U.S. response to the E1 announcement was unambiguous, labeling it counterproductive and a threat to the two-state solution, and pointing out that settlement building in E1 makes direct negotiations harder, which is a not-so-subtle reminder that this is the exact charge Israel has leveled at the Palestinians over the U.N. strategy…

The U.N. vote came as a surprise to Jerusalem, and Netanyahu knows that actually sending construction crews and cement mixers into E1 will worsen Israel’s image problem. I also imagine that there have been some extremely unpleasant conversations with White House and State Department officials this past weekend given that the E1 announcement came on the heels of unwavering American support over Gaza and at the U.N. As dedicated as Netanyahu has been to the settlement project, even he must now realize that building Mevaseret Adumim is a bridge too far…

Following the embarrassingly lopsided U.N. vote and the criticism from his right that he did not go far enough during Operation Pillar of Cloud, Netanyahu needed to make a big gesture before the January 22 election to demonstrate that he is committed to settlements and that he will not take the PA’s new statehood status in stride. E1 is an enormous deal to the settler wing of Likud, and declaring a new planning and zoning stage is red meat to Israeli right-wing partisans in a variety of camps, whether they be pro-settlements or have a religious or nationalist attachment to an eternal undivided Jerusalem.

The fact that this—just like the Levy Report—is an announcement that will never be acted upon does not negate the fact that it is good politics for Netanyahu. He is going to perform a delicate balancing act, in which he doubles down on settlementsfor a domestic audience while assuring the U.S. and the EU that E1 will remain a barren tract of land.

What has changed since I wrote this is that Naftali Bennett’s Habayit Hayehudi party has skyrocketed in the polls while Likud-Beiteinu has plummeted. The latest poll of polls has LB at 34 Knesset seats and HH at 14.5, which is the continuation of the trend of HH gaining about one seat a week and LB losing about one seat a week in opinion polling. When Netanyahu decided to create the joint Likud-Yisrael Beiteinu list, the idea was to co-opt Lieberman from taking away votes on his right, but he did not foresee another rightwing party posing a serious challenge and siphoning away votes from the LB creation. Now he is dealing with a serious HH presence in the next Knesset, which might be enough of a scare to change his E1 decision. Despite this, I am holding to my original prediction, because while Likud-Beiteinu is going to be a lot weaker electorally than Netanyahu originally envisioned, it does not change the fact that E1 is still a much bigger deal for the U.S. and Europe than almost any other settlement in the West Bank. What I think we are likely to see is Netanyahu keep E1 on the back burner while fast tracking building in East Jerusalem neighborhoods such as Gilo and Har Homa, which will mollify rightwingers somewhat without risking an enormous clash with Western states.

On the unity government front, Labor leader Shelley Yachimovich yesterday indicated that she will not join a Likud government which at first glance seems to blow up my previous analysis. A few point to keep in mind, however, before deciding that Labor is definitively going to be in the opposition. First, Israeli opposition politicians are notorious for blasting the prime minister and making claims about never joining the government right before doing exactly that. For a recent example, go back and look at what Shaul Mofaz was saying about Netanyahu and Likud last spring literally just days before agreeing to form a unity government with Likud. Whatever Yachimovich says know in the heat of an election campaign should be taken with a grain of salt.

Second, in parsing what Yachimovich said, contrary to the reporting and the headlines she actually did not definitely rule out anything and gave herself lots of wiggle room. She said that she wants to be prime minister but that she will lead the opposition if she’s not, and explicitly made clear that she had decided not to join the coalition because of recent radical positions taken by Likud and because of Netanyahu’s embrace of Avigdor Lieberman. According to her, under the current circumstances she cannot work with Likud because “this is not the Likud we all know.” This formulation is expressly designed so that it can be walked back if needed. After the election, with Lieberman’s status uncertain and the electioneering over, Yachimovich can easily say that she has spoken with Netanyahu and that they have agreed on a set of broad principles, coupled with a statement or two from Netanyahu reaffirming his commitment to a two-state solution and finding a solution to the problem of social inequality. Framing her opposition to joining a Likud-led coalition in the terms that she has is not a categorical denial that she will ever agree to form a unity government, but rather a very temporary hurdle that she can dismantle anytime she wants. All that needs to be done is to declare that Likud is actually more reasonable than she originally thought and that she is joining the coalition because it is in the best interests of the country. A General Sherman type blanket denial this was not. Does this mean that a unity government is guaranteed to happen? Of course not, since the fact still remains that Likud and Labor have many sharp disagreements and the coalition politics might be tricky. All I’m saying is that yesterday’s statement does not rule out the possibility.

Israeli Politics Should Be Serialized on HBO

December 7, 2012 § 2 Comments

On many Fridays I highlight some of the more ridiculous things that I have read over the past week, but today there is no need to link to or comment on specific articles and op-eds because the most entertaining spectacle of the week has been the maneuvering, pettiness, backstabbing, and theater of the absurd that is Israeli politics. At the heart of all the shifting back and forth are a number of personal relationships characterized by deep animosity that are manifesting themselves as shifts in political loyalties, and it is all making for the most mesmerizing election season that I can remember, in Israel or anywhere else.

First up is the curious case of Danny Ayalon, Israel’s deputy foreign minister and previously the number two person behind Avigdor Lieberman on Yisrael Beiteinu’s party list. On Tuesday, while he was on his way to the press conference announcing YB’s party list and just two hours before it was scheduled to begin, Ayalon received a call from Lieberman informing him that he was leaving Ayalon off YB’s Knesset slate for the January 22 election. Leaving aside the Night of the Long Knives quality to all of this in terms of its suddenness, the move to sideline Ayalon is puzzling in the extreme. Not only is Ayalon a top Foreign Ministry official and a former ambassador to the U.S., there was little hint that relations between him and Lieberman were so bad as to warrant this type of excommunication. In fact, Ayalon’s increasingly extreme rhetoric and behavior, such as his purposeful humiliation of the Turkish ambassador in January 2010 by making him sit on a low chair before television cameras and not displaying the Turkish flag and for which Ayalon was later forced to publicly apologize, seemed to be driven by the need to placate his boss. While Ayalon has reverted to his former more diplomatic self and has refused to make a scene, his father did not take the news terribly well and gave an interview in which he called Lieberman a “little Stalin.” Rumors abound as to why Ayalon was dumped, and the most likely explanation seems to be that Lieberman thought Ayalon had a history of leaking to the press and that he might not have been a fan of Ayalon’s high public profile. In any event, it is difficult to see how this makes Yisrael Beiteinu any stronger or inspires much confidence in Lieberman’s leadership.

Next is the fallout between Labor leader Shelley Yachimovich and former party head Amir Peretz, who was third on Labor’s list until yesterday, when he announced that he was leaving Labor and joining up with Tzipi Livni and her new Hatnua party. Is Peretz leaving because he feels that Labor is no longer a suitable ideological home for him, or because he has a close and longstanding relationship with Livni, or because he thinks that boosting Hatnua is in his country’s best interests? If you guessed any of these options, you’d be wrong. Peretz is bolting from Labor at the last minute, and literally only one week after Labor’s members deemed him to be such an important member of the party that he got the second most votes in the party’s primary, because he is jealous of Yachimovich and felt that she wasn’t giving him, a former defense minister and the man who is in some ways the godfather of the Iron Dome missile defense system, the requisite amount of respect. To put this into perspective, the former head of Israel’s largest trade union and Israel’s largest and most prominent leftwing party has just left his longtime political home despite its current laserlike focus on social and economic issues  - Peretz’s bread and butter – to join a party led by a former Likudnik and erstwhile Kadima head whose track record of commitment to liberal social causes is tenuous at best. The personal rivalry between Peretz and Yachimovich is so intense that he is actively hoping that Labor will go down in flames so that he can oust Yachimovich from the party leadership the next time around, and is willing to join up with a party and a politician with whom he shares no common cause other than a hatred of Bibi Netanyahu just so that he can punish Yachimovich. Isn’t it a shame that Shakespeare isn’t around to catalogue all of this?

Finally we have Tzipi Livni and her various hangups with her former allies and fellow travelers on the right. The relationship between her and Shaul Mofaz, who only months ago launched a palace coup and replaced her as head of Kadima, is obviously terrible, and so she undoubtedly took extra special joy in siphoning off seven members from Kadima on Monday. The reason this matters is that seven is the magic number that allows a faction to break off from a party and bring campaign funds with them, so now not only has Livni taken her revenge on Mofaz by guaranteeing Kadima’s electoral death, she is likely saddling him with debt as well by taking campaign money too. Then there is her longstanding refusal to join up with Netanyahu in a coalition following the elections no matter the outcome. While such declarations in Israeli politics obviously must be taken with a grain of salt – see Shaul Mofaz’s rhetoric right before banding together with Likud earlier this year as Exhibit A – Livni’s stance can probably be viewed as ironclad given the various opportunities she had to form a unity government following the 2009 elections that she turned down. She seems determined to spend the rest of her life trying to topple her former Likud buddy Bibi, and she doesn’t care how long or how many elections it takes. So we are left with the prospect of former Labor leaders Peretz and Amram Mitzna flocking to a party led by a right-winger claiming to be undergoing a conversion later in life, and the possible eventuality of the former Likud and Kadima official Livni refusing to join a coalition with Netanyahu after the elections while Labor under Yachimovich jumps at the chance. Is any of this logical? Nope, not really. But there’s Israeli politics for you, and if you’re not watching this drama as it unfolds, you’re missing the world’s greatest show.

I Don’t Think This Is About Iran, Redux

October 26, 2012 § 1 Comment

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

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

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

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

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

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

Ehud Olmert Is The New Mario Cuomo

October 22, 2012 § 2 Comments

For years, Mario Cuomo was the great hope of the Democratic Party. He was a smart, high profile governor with the golden gift of eloquence, and every four years there was a clamor for him to run for president. He was seen as such an impressive figure that George Stephanopolous recounted in his memoir how Bill Clinton seriously considered Cuomo for the Supreme Court. The reason that Cuomo never ran for president and is not now a member of The Nine is the same – Cuomo famously was the Great Waffler, never able to make a decision or pull the trigger despite legions urging him to do so. Whether Cuomo was simply indecisive or had an acute sense of his own limitations is impossible to say for sure, but I always think of him as the prototypical politician who was constantly touted as a party savior yet was destined to disappoint.

For months now since his acquittal, people have been holding up Ehud Olmert as the only person with the ability to dethrone Bibi Netanyahu as prime minister of Israel. Early polls showed some combination of Olmert and Tzipi Livni as siphoning off enough support from Likud to make a center-left coalition a possibility. I never bought into this because Olmert is a deeply flawed figure who makes for a weak politician, yet the rumors of his resurrection persisted as politician after politician came to pay Olmert homage and the anti-Netanyahu forces worked themselves into a frenzy. But hey, guess what? Turns out that Olmert is probably not going to reenter politics after all. This should not be a surprise, and I intended to write a long screed explaining why, and then I remembered that I already did this the day that Olmert was acquitted last July. It bears repeating though given the constant voices imploring that Olmert is Israel’s only hope of avoiding another Bibi term, so here is a refresher from the summer:

I wouldn’t be so quick though to count on Olmert rising from the political graveyard. First, there is the question of his political constituency. Let’s not forget that Olmert was massively unpopular due his presiding over some enormous catastrophes, starting with the 2006 war against Hizballah. The Winograd Commission eviscerated Olmert’s leadership, judgment, and decisionmaking, and stressed his lack of military experience, all of which led to Olmert’s approval rating falling to a jaw-dropping 3% at one point. His efforts to negotiate an agreement with Mahmoud Abbas were widely viewed as a political stunt engineered to save his career. Even before the indictments against him, Olmert was seen as being overly corrupt in a political system legendary for its corruption. In short, this was an unpopular prime minister with no military record to fall back on whose primary accomplishment was negotiating an agreement that was never accepted or even countered. Which segment of the public is going to be clamoring for his return? What in his track record makes him a foe that Bibi should fear? Plenty of Israeli politicians have had second lives in politics after being cast aside, with Ariel Sharon and Netanyahu being the two most prominent recent examples (and Tzipi Livni perhaps poised to be another), but they all had large cadres of backers and took advantage of new political developments to reassert themselves.

Which brings me to point number two. Given his efforts at the end of his time in office and his public comments since he stepped down, Olmert’s presumed constituency would be the Israeli center that wants to see a renewed push for a deal with the Palestinians. The problem is, this center is pretty much non-existent at this point. It is no accident that we hear very little from Labor leader (and opposition head) Shelley Yachimovich about the peace process, or that Tzipi Livni barely harped on it when she was opposition leader, or that Shaul Mofaz focused almost exclusively on social issues when he ran to replace Livni as Kadima head. There are a combination of factors that have contributed to the death of the Israeli peace camp (and this deserves a long blog post, which I plan on getting to soon), but suffice it to say that a deal with the Palestinians is not a winning issue in Israeli politics these days. Given that this has become what Olmert is best known for (aside from royally screwing up in Lebanon), I don’t envision a huge grassroots movement to draft Olmert back into politics.

The one place where he does appear to have a constituency is within the ranks of Kadima. The Kadima MKs who called for him to return yesterday are pretty clearly unhappy with Mofaz, who went from stating that he would never join forces with Netanyahu (whom he dubbed a liar) to joining the coalition to then making empty threats about leaving and is now seen as an incompetent as he endlessly dithers over whether to stay or go following the Plesner Committee fiasco. The problem is that Mofaz is not going to just step down and hand over the reins of his party to Olmert, despite the nonsensical assertion in Time that Mofaz’s congratulatory message to Olmert yesterday means that he would do exactly that. Let’s say that Olmert’s supporters within Kadima, who are disenchanted with Mofaz, decide to revolt. Either they manage to break off and form a rump party with Olmert at its head, which is not going to scare anybody, or they force another divisive leadership battle within Kadima, which weakens it even further and leads to its virtual disappearance. Either way, I don’t see how this provides a successful vehicle for Olmert to rise back up to political relevance.

I can understand why there are those who look at Bibi and miss the days when Olmert was prime minister, but my hunch is that this group of people, however large, mainly resides outside of Israel. Within Israel, I just don’t see how Olmert at this point reenters politics with any real support behind him. There doesn’t seem to be a contingent of Israelis that would naturally support him, and some disenchanted MKs being led by a former PM whose popularity at one point was almost literally zero does not a political dynamo make. It would be great if Olmert’s return to the political scene sparked a renewed interest in the peace process and a reexamination of what Israel needs to do to separate from the Palestinians and create a Palestinian state once and for all, but I think that Netanyahu can rest easy when it comes to Olmert presenting a challenge to his political dominance.

Will The Israeli Elections Have Any Policy Effect?

October 10, 2012 § Leave a Comment

I wrote a piece for Open Zion about Bibi Netanyahu’s call for elections to be held within three months, and I argue that the effect on Israel’s foreign policy will be pretty close to nothing. My essay went up a couple of hours ago and can be found in its original form here, but if you haven’t already seen it on Open Zion it is reprinted below for convenience sake.

As was widely expected, Prime Minister Binyamin Netanyahu announced yesterday that Knesset elections are going to take place within three months. The ostensible reason that Netanyahu provided was deadlock over the budget, but this was an obvious move on Netanyahu’s part given the political situation in Israel. The J14 social protests this past summer were a shadow of their previous incarnation, the situation on the southern border with Egypt appears relatively quiet for now, and Iran has been put on hold. Netanyahu’s Likud party is on top of the polls and the parties that make up the rest of his right-wing coalition bloc are all poised to do reasonably well.

More importantly though, Netanyahu’s opponents don’t appear to present much of a threat at the moment. Kadima’s erstwhile leader Tzipi Livni, who led the party to the most seats in the 2009 election, is now without a political home and has been reduced to communicating to the public through her Facebook page, and current Kadima head Shaul Mofaz is busily running the party into the ground. Labor will almost certainly do better this time than it did in 2009, but the consensus is that Shelley Yachimovich is not quite ready for prime time and needs some more seasoning before presenting a real threat to Netanyahu. While there are some plausible but remote scenarios in which Netanyahu is cast out of the prime minister’s residence, the overwhelming likelihood is that three months from now Netanyahu will remain exactly where he is.

The reason Netanyahu is calling for new elections now is primarily because the domestic political scene is so favorable for him. Much like when he engineered the unity government deal with Mofaz and Kadima last spring, there will undoubtedly be speculation that the timing of the vote is related to Iran or to the peace process, but as was the case back in May, this is not being done with foreign policy considerations in mind. Thinking about what this abbreviated election campaign will look like and what constraints will be in place when it is over yields some insights as to why this is so.

On Iran, there should be little question left that the elections are the final toss of dirt on top of what I have argued is the long-buried coffin of a strike on Iran in the next six months. Even if Netanyahu were able to give the order to launch a strike, he is historically extremely risk-averse, and would not do so with an election coming up so soon and potentially endanger his strong political position. That does not, however, mean that Iran is not going to be an issue in the campaign. Mofaz is likely to bring up what he calls Netanyahu’s “warmongering” again and again, and I expect we will hear mentions of Netanyahu’s recklessness on Iran and his related precarious management of the U.S.-Israel relationship from Yachimovich as well.

The reason for this is that a unilateral strike on Iran remains deeply unpopular with the Israeli public, and that will still be the case once the campaign is over. If things go as expected, Netanyahu will remain in office with the same coalition partners and the same security cabinet, where he will still not have the votes for a strike on Iran. The upper echelons of the IDF will still be against a unilateral strike, and there will still be enormous pressure from the U.S.—assuming that President Obama is reelected—to hold off. In short, if Likud picks up an additional seat or two and the coalition grows by 2 to 5 seats, which is what the current polls indicate will happen, the structural constraints that are in place now and that have prevented a strike from happening will have not changed at all. The idea that Netanyahu will be newly empowered when it comes to Iran after this election seems to me to be highly dubious.

A similar static dynamic is at work when it comes to the peace process. Raphael Ahren argues in the Times of Israel that one of Netanyahu’s aims in scheduling an early vote is to avoid pressure from the U.S. on negotiating with the Palestinians. But irrespective of whether Obama is a lame duck come November or is gearing up for a second term, no such pressure will be forthcoming. Obama was burned during his first term by his attempt at creating an environment in which serious negotiations could resume, and between the massive uncertainty created by Iran’s nuclear program, the civil war in Syria, and the continuing reverberations from the Arab Spring, not to mention the administration’s Asian pivot, the peace process is not going to be chief among Obama’s second term priorities. If Romney wins in November, Obama is neither going to have enough time left nor sufficient political capital in his arsenal to push Netanyahu on the Palestinian issue.

Leaving the American dynamic aside, the early Israeli elections do not signal any change coming down the road on the peace process. Before the formation of the brief-lived unity government in May, the Israeli campaign season had begun to gear up, yet there was virtually no mention of the Palestinians or the peace process by anyone, including the left-wing parties that historically have used the peace process as a campaign issue. Social and economic issues dominated the Labor and Meretz discourse, and the current election campaign is going to be fought on similar grounds. The Israeli peace camp has basically disappeared in the aftermath of the second intifada and rockets from Gaza, and elections will not change that. Should Netanyahu remain prime minister, there will be little reason for him to suddenly deal with an inept Palestinian Authority or a violent and intransigent Hamas.

It is tempting to think that Netanyahu has some big grandiose plan in mind when it comes to Iran or the Palestinians and that he is calling early elections so that he can secure a mandate for some major foreign policy moves. The reality of the situation, however, is that Netanyahu is simply trying to capitalize on his current popularity at a time when the opposition is weak and fractured, and the effect that this election will have on Israel’s foreign policy is as slight as it could possibly be.

Guest Post: An Alternate History of Israeli-Turkish Reconciliation

September 4, 2012 § 1 Comment

Dov Friedman (whose previous guest post can be found here) is taking over the reins of O&Z once again for an insightful counterfactual of what might have been had Shaul Mofaz used his time in the Israeli coalition to mend ties with Turkey. Dov thinks that Israel missed a golden opportunity with the release of the Lindenstrauss Report, and here’s why:

Though few realized it at the time, the day Israeli Comptroller Micha Lindenstrauss released his highly critical report detailing the government’s mishandling of the Mavi Marmara raid—June 13th of this year—doubled as the best chance for Israel and Turkey to repair the countries’ damaged relations. Only four weeks prior, Shaul Mofaz had led Kadima into Netanyahu’s government. The expanded coalition had weakened the power of Foreign Minister Avigdor Lieberman, a chief opponent of an Israeli apology. The Lindenstrauss Report revealed new information that would have made an apology credible—and restored relations possible. But Netanyahu dismissed the report, the public discourse faded, and a key opportunity was missed, the effects of which are still being felt by Israel—and by Turkey.

Upon the grand coalition’s forming, analysts offered various explanations for the surprise Netanyahu-Mofaz partnership.  Many observers—including Jeffrey GoldbergAmir Oren of Ha’aretz, and Commentary’s Jonathan Tobin—viewed the deal as increasing the likelihood of an Iran strike.  David Horovitz argued optimistically that Netanyahu could use the coalition to advance talks with the Palestinians. Here at O&Z, Michael saw the deal as motivated by domestic issues, specifically the unconstitutional Tal Law.

Frozen relations with Turkey were an afterthought. The most recent attempt to broker a deal between the recalcitrant sides had dissolved the previous summer. The Lindenstrauss Report created an opening.  Netanyahu was still motivated to protect his expanded coalition, and Likud-Kadima unity on an apology could marginalize radical coalition opponents.

Yet, Mofaz exerted no pressure to reengage Turkey. Turkey had spent the previous six months going out of its way to needle Israel, reminding it that the freeze had costs. In February, Turkey demanded that Israel not receive data from the NATO missile defense system housed by Turkey. In late April, Turkey rejected Israel’s participation in NATO’s May summit in Chicago. Unquestionably, rapprochement with Turkey would eliminate a considerable—and unnecessary—headache for Israel.

If Mofaz had pressured Netanyahu to resume negotiations with Turkey, the outlines of a deal were clear. Netanyahu’s government would have said that in light of its own internal report, Israel regretted the poor planning and lack of preparation that contributed to the loss of life, and it recognizes that the circumstances could have—and should have—been prevented. Turkey could then have returned its ambassador and pledged aid ships to Gaza—ships that would conveniently dock in Ashqelon, tacitly reaffirming Israel’s security interest in managing the flow of aid into the Strip.

Of course, that deal never materialized. Not three months after entering the coalition, Mofaz led Kadima out ashen-faced. Netanyahu balked at confronting the religious parties over the Tal Law, refusing to implement Yohanan Plesner’s recommendations for haredi national service. Mofaz—having cried wolf one too many times—had no appealing options.

While analysis of the collapse focused on the domestic political implications, it overlooked lost international opportunities. Undoubtedly, Turkish Prime Minister Erdoğan and Foreign Minister Davutoğlu will seek—and relish—further opportunities to poke Israel in the eye. Israel wisely refrains from comment, but that hardly means it doesn’t smart from the blows. Turkey is still a NATO member, and it can create problems for Israel indefinitely.

However, Erdoğan and Davutoğlu err if they believe the standoff has not detrimentally affected Turkey. If the Netanyahu-Mofaz coalition and Turkey had hammered out a deal, the downed Turkish F-4 jet may never have flown. As friend of O&Z Aaron Stein noted in an incisive piece in World Politics Review,  Turkey’s intelligence capabilities are decidedly limited. Israel’s are significantly less so. Israel maintains a fleet of satellites with broad intelligence-gathering capabilities. The Mossad is active in Syria, and the IDF has experience flying aircraft in and out unscathed.

The theory prevails that Turkey’s jet was testing Syria’s air defenses. One need not theorize that Turkey was out of its depth. If Israel and Turkey had ended their superficial feud, Turkey’s pilots might never have been asked to broach Syrian airspace.

Israel has suffered publicly from the downgraded relationship; however, Turkey has lost out as well, albeit less obviously. Because trade relations between the countries remain strong, neither has felt pressure to alter the status quo.  Nevertheless, the sides continue missing opportunities to collaborate to mutual benefit. This alternate history merely illustrates that the full extent of the shared loss may be continually underestimated.

Heads I Win, Tails You Lose

August 14, 2012 § 6 Comments

I don’t know if you guys have heard, but apparently Israel is about to go to war with Iran. Not only that, but it doesn’t actually matter what is going in Israel or the rest of the world, because any event or environment can be interpreted to mean that an Israeli strike is just around the corner. In fact, an imminent Israeli attack can be predicted based on two diametrically opposed sets of facts. For instance, in May it was reported that the decision to attack was imminent because Israeli officials were being uncharacteristically silent, and this speculation lockdown meant that an attack was about to come. As one unnamed Israeli official said, ”Nobody is saying anything publicly. That in itself tells you a lot about where things stand.” So the lesson is that when things are quiet, an attack is on the way. But wait – now there is a slew of reports that Israel has decided to attack because all sorts of officials are openly talking about it, and everyone knows that rampant speculation means that an attack is about to come. So the lesson now is that when there is lots of noise about an attack, an attack is on the way. Isn’t it nifty how that works? No matter what Israeli officials are saying and doing, a strike on Iranian facilities can be easily predicted.

The same can be applied to the looming presence of Bibi Netanyahu’s father, Ben-Zion Netanyahu. When Ben-Zion was alive, his influence over his son meant a strike was more likely. Now that he recently passed away, Bibi’s desire to heed his father’s warnings and sense of history make a strike more likely. How about the Likud-Kadima unity deal? When it was announced, some interpreted it to mean that a strike on Iran was now coming (which, for the record, I pointed out as bad analysis at the time). Now that Mofaz is even more clear that he opposes a unilateral Israeli strike, I have no doubt that someone somewhere has made the argument that Bibi let the coalition fall apart in order to pave the way for an attack on Iran. I could go on, but you get my point. The process at work here seems to assume that an attack will happen and then reverse engineer the facts to support that conclusion, rather than looking at the facts and trying to ascertain in light of those facts what is most likely to occur.

Rather than interpret any and every event as leading to war, let’s take a step back and assess actual factors that might mean an Israeli strike is more or less likely. To my mind, the recent extremely public chatter weighs against things, since successful Israeli strikes in the past – Iraq in 1981 and Syria in 2007 – were complete surprises and were not in any way publicly telegraphed. In contrast, we have heard that Israel was readying to strike at Iran for nearly a decade now, and yet it still hasn’t happened.

Also weighing against an attack is the fact that there is a lack of support for such a move from three influential groups. First is the Israeli public, which opposes a unilateral Israeli strike by 46% to 32%, and which has increasingly rated Netanyahu’s job performance as unsatisfactory over the past three months as he has ratcheted the war talk back up. Second is the U.S., whose top officials have repeatedly stated that sanctions should be given more time to work and have pleaded with Israel not to launch an attack. Third, and perhaps most significantly, Israeli officials aside from Netanyahu and Barak are staunchly opposed to a strike, and while the IDF has to carry out whatever orders are given, when the IDF chief of staff thinks that an attack is a bad idea, he is probably going to be listened to. There is also the inconvenient fact that there is no majority in the Shminiyah (or Octet), which is the inner security cabinet, for a strike on Iran, with Eli Yishai, Benny Begin, Dan Meridor, and Boogie Ya’alon all firmly opposed and Avigdor Lieberman and Yuval Steinitz reportedly wavering back and forth. Netanyahu and Barak are probably banking on the fact that the other six ministers will back them when push comes to shove, but that’s a real risk to take and the prime minister and defense minister cannot just make the decision on their own without the support of the rest of this group. In fact, one could make a good case that all of the recent war talk from the two men at the top is directed entirely at the Octet and that the chatter is completely about stirring up public pressure on them.

There are also the problems that Israel does not have the military capability to do the job thoroughly and completely by itself, that an attack on Iran would devastate the Israeli economy according to Israel’s central banker Stanley Fischer, and that the home front is woefully underprepared. There are indications that Netanyahu and Barak are deluding themselves about this last factor with their speculation that a retaliation from Iran would claim no more than 500 Israeli lives, but one would think that they will conduct a real and thorough analysis of the potential damage and loss of life before making any decision.

There are, however, two new factors that point to the conclusion that Netanyahu and Barak are readying an attack. First, the government just handed Netanyahu unprecedented procedural powers to delay ministerial committee decisions and to give himself a vote on every ministerial committee irrespective of whether he serves on it or not. This to me seems like a move to make a vote on Iran go Bibi’s way by eliminating debate and making it easier to put every single other issue to the side until the Iran outcome is to his liking. Second, after waiting months to appoint a replacement for outgoing Home Front Defense Minister Matan Vilnai, Netanyahu appointed Avi Dichter last night as Vilnai’s replacement, the Home Front Command is testing the emergency text message alert system this week, and gas masks and supply kits are being distributed around the country. This indicates that the government is suddenly taking the mission seriously of preparing its citizens for war, and unlike hawkish rhetoric, the recent moves are tangible and actually cost something.

So, all in all, it appears to me that a strike on Iran is still unlikely, but it is not out of the question. More stuff like this from the press and various analysts would be helpful, rather than people running around with their hair on fire and claiming that an attack is coming because the sun rose in the east this morning and will set in the west this evening. More facts please, and less rampant breathless speculation.

Bibi’s Bad Weekend

July 23, 2012 § Leave a Comment

For anyone paying attention to the news this weekend, it appeared that Kadima was on the ropes. There were reports that a faction of Kadima MKs was set to leave and join Likud, while another group of more left-leaning Kadima members were plotting to leave and either form their own party or join up with Labor or Meretz. As of today, however, it seems that the rebels have been foiled for now. Finally, Shaul Mofaz shows why he was a top general! Instead of breaking away, the four Kadima MKs who had allegedly agreed to move over to Likud are now going to be referred to the Knesset House Committee as secessionists and if they are found to have tried to secede then they will not be able to run again under the Kadima banner.

The reason the four cannot just leave on their own is, in a bit of dark humor, a legacy of Likud trying to entice Mofaz to do the very same thing for which he is now denouncing his own members. Before 2009, if a faction of MKs wanted to break away from their party, they needed to have the votes of 1/3 of the party’s Knesset parliamentarians. In 2009, however, Bibi Netanyahu passed a bill through the Knesset that is known as the Mofaz Law, since its sole purpose was to entice Mofaz to leave Kadima, which at the time was controlled by Tzipi Livni. The Mofaz Law eliminated the 1/3 requirement and instead enabled a group of seven MKs to leave a party, which was coincidentally the number of Kadima members who were reputedly unhappy under Livni’s stewardship and considering joining Mofaz and returning to Likud. Mofaz himself denounced the law and did not end up jumping ship, but the law is still in force. Reports over the weekend were that a group of seven had been lined up, but this turned out to be premature, despite the fact that Likud members were reportedly bragging about having held discussions with half of the Kadima MKs.

Why did this gambit fail? For one, it was organized by the wrong person. Tzachi Hanegbi, who was trying to organize the group of Kadima rebels to jump ship and was going to be named Home Front Defense Minister in return, is not currently a member of the Knesset after having been convicted of perjury. For him, this is a cost-free action since he doesn’t have much to lose by incurring the wrath of Mofaz and the Kadima leadership, but that is not the case for the MKs. Either the larger group of seven got spooked by something or they did not like what they were hearing from Likud, but they were taking a bigger chance by attempting to leave than Hanegbi is and might have suspected that he was using them for no other reason than to get himself back into the cabinet. Had the move to Likud been organized by an MK, perhaps the story this morning might be different.

Second, it’s possible that Netanyahu himself fouled this up by inexplicably presenting his watered down Tal Law replacement plan to the cabinet yesterday. It is essentially a sellout to the Haredi parties that calls for only 6000 Haredim to be drafted annually and calls for a draft exemption age of 26, and does away with any personal sanctions for draft dodgers. After basically giving Haredim another free pass, it would have been tough for the Kadima MKs to go, as the Plesner plan was far more popular than the one that Netanyahu just announced and the optics would have been terrible for the Kadima rebels to join Likud the day after Bibi made it clear that he is putting his Haredi coalition partners’ interests above popular sentiment.

This appears to be Bibi’s first real strategic blunder to date. For whatever reason, the Kadima MKs are staying put for now and he still has to deal with his awkward coalition that contains Shas/UTJ and Yisrael Beiteinu, who are very much at odds. If the Kadima members had joined Likud, he would have been able to more or less ignore YB, but now he is stuck with the same problem he had before the Kadima unity deal. In addition, the polls on Likud are all over the place with some indicating that Likud is losing popularity over the Plesner Committee fiasco and others indicating that Likud will increase their margin in the next election. So as things currently stand, Netanyahu began the weekend with the prospect of picking up Knesset seats without having to call elections, and ended the weekend right back where he started but is now saddled with a Tal Law albatross around his neck of his own making. My hunch is that he thought the Kadima rebels jumping ship was a done deal and he then took the opportunity to shore up Shas and UTJ support with his Tal Law replacement bill. There have been rumors today that Netanyahu is now going to call an early election within 90 days, and then quick refutations from the prime minister’s office that these rumors are wrong. Elections would make sense if Bibi had expected to have a larger Likud this morning but now doesn’t and thinks he might reasonably pick up the majority of voters who cast their ballots for Kadima in 2009, but given the polls that show Likud dropping and the fact that he just signed on to what is sure to be a massively unpopular draft law, I think that the rumors of early elections are probably unwarranted. Whatever the case may be, this has not been one of Netanyahu’s better political sequences.

A Tale of Two Letters

July 18, 2012 § Leave a Comment

Two letters were issued this week that tell very different stories about where Israel is going. The first was from the Shomron Residents Council and it was addressed to Shimon Peres. The settlement movement has never been in love with Peres, but they are particularly outraged at him at the moment following Peres’s comments last week about the need to take Israel’s demographic challenges into account and end the settlement project. The letter, which was also published as an ad in today’s Ha’aretz, calls for Peres to step down after accusing him of being a Palestinian agent working against Israeli and Jewish interests. It also states that Peres should join Meretz, Balad, or Kadima, but that he cannot continue serving as the president of the state.

Nobody who is thinking clearly would actually accuse Peres, the last remaining politically active member of Israel’s founding generation and literally one of the fathers of the state, of acting against Israel’s interests, so in that respect this is a fundamentally unserious letter. It does, however, tell us something serious about a significant portion of Israeli citizens, which is that they view Israel in a disturbingly parochial and sectarian manner. Calling for Peres to step down for crossing the settlers is rather unremarkable, but calling for him to join Meretz or Balad or Kadima is a statement that speaks volumes. First, it suggests that the settler leadership does not view those parties as legitimate, since it is apparently acceptable for Peres to be a member of Kadima despite not acting in the interests of the Israeli public or the Jewish public. Second, it implies that in order to serve as president of Israel, you must adhere to a certain line with regard to the settlements, and anyone that crosses this line also crosses the boundary of being unfit for office. This is a revolutionary view of citizenship, political participation, and public service. It imagines an Israel that is not simply split between citizens and non-citizens, or even Jews and non-Jews, but one that is officially and legally further fragmented along lines that delineate between acceptable viewpoints and unacceptable viewpoints. Peres is free to join Meretz or Kadima in the eyes of the settlement leadership since these parties, in their view, do not act in the state’s interests and are thus illegitimate.

The second letter was from the Israel Policy Forum and it was addressed to Prime Minister Netanyahu. The IPF letter was a response to the Levy Report, and it expressed the fear that adopting Levy’s recommendations will lead to the end of the two state solution. It referred to the importance of maintaining Israel as both a Jewish and democratic state, and stated that the Levy Report will actually weaken Israel’s hand in its conflict with the Palestinians by providing fodder to the delegitimization crowd. The letter was then signed by 41 leaders of the American Jewish community.

The letter itself was smartly worded with its acknowledgement that the Palestinian Authority has “abdicated leadership by not returning to the negotiating table” and thus negating any warrantless accusations that the letter is an effort to place all blame on Israel, and as I wrote last week, I think that framing the issue of settlements strategically by referencing the serious threat to Israel’s future is the way to go. What is more encouraging though is the list of signatories. Nobody will be surprised that the letter was signed by Charles Bronfman or Rabbi Eric Yoffie, people with a reputation for being in the center or the left on Israel issues. It was also signed by Rabbi Daniel Gordis, who is at the Shalem Center and recently held a well-publicized debate with Peter Beinart, and by Thomas Dine, who used to head up AIPAC. It suggests a different vision of Israel, one in which leaders from all sides of the spectrum are able to cooperate and come to an agreement on the big issues facing the Jewish state. Rather than viewing everything through a narrow prism, folks like Gordis and Dine, who might have very different views on settlements generally than someone like Yoffie, are able to recognize the unique problem that the Levy Report poses. In fact, Gordis wrote in Ha’aretz that he does not necessarily disagree with Levy’s legal reasoning, but that adopting the report would signal an annexation of the West Bank and the official abandonment of the two state solution. The letter represents a hopeful trend of moving away from political and ideological sectarianism and viewing Israel not as a disparate collection of tribal groups but as a whole. Quite frankly, it represents a more hopeful vision than the one displayed just yesterday by Bibi Netanyahu and Shaul Mofaz, who could not maintain a unity government in the face of some tough decisions over whether Israelis should equally share in the burden of service or not. Let’s hope that going forward, the vision contained in the IPF missive trumps the that contained in the Shomrom Residents Council’s one.

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