February 20, 2013 § 6 Comments
It has been almost a month since the Israeli election, and yesterday finally brought us the first move to form a coalition as Tzipi Livni’s Hatnua party agreed to join up with Bibi Netanyahu and Likud Beiteinu. I have been skeptical throughout the campaign and the election’s aftermath that Livni would come to an agreement with Netanyahu given her efforts to convince Ehud Olmert and even Shimon Peres to run; her failed maneuvering at uniting Hatnua, Labor, and Yesh Atid into an anti-Bibi bloc; her constant railing against Netanyahu as a danger and a failed prime minister; the fact that Hatnua includes former Labor leaders Amir Peretz and Amram Mitzna, neither of whom are exactly Netanyahu cheerleaders; and finally, her refusal to join with Bibi after the last election when her party – which was then Kadima – had the most seats in the Knesset and she would have been able to work out a deal in which she served as co-prime minister. Nevertheless, Livni has now reversed course and has accepted the positions of Justice Minister and chief negotiator with the Palestinians, and she will be reporting to Netanyahu rather than the eventual Foreign Minister in this latter gig.
Many people are now speculating on what this means for the peace process and whether Livni’s overseeing negotiations means that we can expect some real movement ahead. I don’t think this changes anything and I wouldn’t be taking any investment advice from people who think that Livni is going to pull Netanyahu along rather than the reverse, but the really interesting angle here is the political one. Bringing Livni into the coalition is not about Netanyahu signaling anything on the peace process, but about putting pressure on Naftali Bennett to join the government. The thinking on Netanyahu’s part goes as follows: he now has 37 seats lined up and getting Kadima and its 2 seats is a given, and he is on the verge of adding Shas (his real goal all along) and its 11 seats, which means that he can then turn to Bennett and Habayit Hayehudi and use their 12 seats to get past the magic number of 61. Netanyahu is gambling that once he adds Kadima and Shas, he will present Bennett with an ultimatum of joining the government or calling new elections, and that Bennett will not be able to withstand the pressure ensuing from calls for him to join a rightwing coalition and so he will crack. Essentially, Netanyahu is betting on Bennett’s alliance with Yair Lapid and Yesh Atid not being strong enough to buck the rightwing nationalist forces in HH who want to band together with Likud and the religious forces in HH who don’t see why serving in a government with Shas is the end of the world. Hence the immediate rumors that negotiations with Shas are proceeding and that it too will join the coalition imminently.
This plan of Bibi’s seems nicely formulated, but ultimately I don’t think it will work. More importantly, if Bennett is smart he will make sure that it doesn’t. The success of Bibi’s strategy turns on the idea that Bennett will do anything to avoid going to another round of elections, but much as I thought (correctly, as it turned out) that Netanyahu miscalculated in allying with Yisrael Beiteinu, I think he is miscalculating here as well. Netanyahu’s gamble is that new elections will cost Bennett seats and weaken his position, and that might have been true before yesterday, but bringing in Livni changes things in a big way. If I am a HH voter, I am not going to punish the party for not joining with its natural Likud partner by fleeing and and now voting for Likud since bringing Tzipi Livni on board to deal with peace process issues makes Likud untrustworthy. Looking at this map of election results and seeing where HH got votes makes this point abundantly clear; voters in Elon Moreh and Karnei Shomron are not now going to give up on Bennett and vote for Bibi given his most recent coalition choice.
In addition, many Likud voters are not going to be terribly happy now that Netanyahu has banded together with Livni, and I don’t see how doing so possibly increases his share of votes at all in a hypothetical new round of elections. If anything, it drives even more people away and into the arms of Bennett, and if you need some further proof, just look at Moshe Feiglin’s crack today that he hopes Likud will be in the coalition too. Furthermore, by trying to repeat history and bring Shas – his most pliable partners – into the coalition, Netanyahu is turning his back on the draft issue, which is one of the most popular issues in Israel today and which Lapid rode to his stunning success. Not only is Netanyahu potentially angering his base by bringing Livni in, he is angering many other voters who don’t understand why he insists on bringing Shas into the government despite the massive popular will for reforming the draft. Given what has transpired, if new elections were held today, I think that Likud would drop even further while Habayit Hayehudi and Yesh Atid would pick up some new mandates.
Netanyahu is behaving as if bringing first Livni and then Shas into the government gives him all the leverage he needs over Bennett to break up the YA-HH alliance, but I think he has things wrong. If he brings in Shas, he will then be unable to form a government without Lapid or Bennett (I am operating on the assumption that Labor is not joining at this point), and so in reality Bennett will be the one with the leverage over Netanyahu. Reports are that Bennett is feeling heat from within his party over his footdragging to run to Likud and his head-scratching unbreakable bond with Lapid, but by brining Livni into the government, Netanyahu actually did Bennett a favor. He now has a good excuse to sit tight, and once Netanyahu strikes a deal with Shas, he benefits further from sticking to his guns on the draft issue and staying out. If I were Bennett and Netanyahu presented me with the ultimatum to join the coalition with Shas or go to new elections, I would be printing up new campaign posters before even getting off the phone.
January 22, 2013 § 2 Comments
Finally, the day we’ve all been waiting for – Israelis go to the polls today to elect a new Knesset and a new government for the first time since 2009. Despite the fact that we don’t have any results yet, I thought I’d set out a list of things we know and things we don’t.
Things We Know:
–Bibi Netanyahu and Likud Beiteinu are going to win the most seats in the Knesset and Likud will be the largest party. This is an easy one given the polls, since even with the Likud Beiteinu list losing about a seat a week for months now, no other party is going to come close to the 32-36 seats LB is likely to take. The irony of course is that Netanyahu created the joint list in order to create an unbeatable force, yet Likud might have done better on its own as banding together with Avigdor Lieberman and Yisrael Beiteinu likely cost Netanyahu seats for a host of reasons (and from the Department of Shameless Self Promotion, remember who told you months ago that this was a very bad idea on Bibi’s part). Despite the blunder, Labor is probably going to come in second with 15-18 seats, and Habayit Hayehudi and Yesh Atid are going to be battling for 3rd and 4th place. It is possible that the LB list will have twice as many seats as the next largest party despite its free fall in the polls, although this is a bit misleading since the two parties agreed to merge until only 30 days past the election, at which point they are free to revisit their agreement and separate. The most interesting little nugget about Likud being the largest party in the Knesset is that despite having served two terms as prime minister, this will be the first time that Netanyahu leads his party to a Knesset victory. When Netanyahu was elected in 1996, Israel was in the midst of its decade-long experiment of directly electing the prime minister, and so while Netanyahu beat Shimon Peres by 1% in the prime ministerial vote, Likud won 32 seats to Labor’s 34. In 2009, Likud came in second to Kadima, but after Tzipi Livni was unable to form a government, Netanyahu swooped in and cobbled together a governing coalition despite controlling the second largest party in the Knesset rather than the largest. By the end of today, Netanyahu will finally be able to say that he led his party to an electoral victory.
Things We Don’t Know
–Everything else. And I mean that. Aside from Likud Beiteinu winning the most mandates, I cannot say with 100% certainty what else will happen. I am 99% sure that Netanyahu is going to be the next prime minister, but there are enough weird things going on to give me that minuscule 1% pause. To begin with, there are an unusually high number of undecided voters, and while they might break Bibi’s way, I don’t think that Bibi’s base is one that is marked by indecision, unless that indecision comprises whether to continue to vote for Netanyahu or to go with the trendier rightwing choice of Naftali Bennett and Habayit Hayehudi.
Furthermore, Netanyahu’s margins are going to be very tight, and this means there is an outside chance that he pulls a Livni and can’t pull off putting together a viable government. I am as confident as I can possibly be that HH is going to be in the coalition, but then the coalition math becomes very tricky. It involves bringing in a centrist party such as Yesh Atid, which will clash with HH and the more extremist Likud voices over peace process issues, or going with Shas and UTJ, who are toxic to HH over the draft and toxic to Yisrael Beiteinu over both the draft and the religious-secular divide. Then there is the possibility that Aryeh Deri’s return to Shas means it is no longer so reliably rightwing and will give Netanyahu a harder time when it comes to coalition bargaining.
To throw another monkey wrench into this, there are the rumblings from all sorts of quarters that the electorate has shifted in the past few days and that the leftwing and centrist parties are going to do better than their polling indicates. If voter turnout is high, it means that left and center parties are going to do better than expected, in which case there is even a possibility that Netanyahu is denied the first chance to form a government. Last month I brought up the possibility of a unity government, which started to look ridiculous in the interim but now I am not so sure that I was off-base. Then there are the rumors that were flying around last night that Ehud Barak is going to be defense minister and Tzipi Livni foreign minister, which I find to be completely far-fetched given the rancor toward Barak exhibited by all sorts of newly influential Likud members and the fact that Netanyahu would never give Livni any real power as foreign minister while Livni would never accept the position to be a mere figurehead. All of this is to say that while Bibi is almost definitely going to remain as prime minister, the possibility of a black swan would not be entirely out of the blue. As for what type of coalition he will put together assuming he remains prime minister, your guess is as good as mine. If I have to predict something, it’s that we will see a nationalist bent due to the inclusion of Habayit Hayehudi, that the haredi parties are going to be left out, and that Yesh Atid will be brought in. This will allow Bibi to keep his rightwingers happy on peace process and settlements, let Yesh Atid have its pet issue of reforming the draft, and not have to worry about the secular-religious divide issue bringing down the government. I can also see Labor being brought into this mix if Netanyahu wants to have the coalition be as big as possible or if the numbers are such that he needs another party but wants to avoid bringing in Shas. Whatever happens, the next few weeks promise to be an entertaining ride.
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.
July 13, 2012 § 1 Comment
Shimon Peres gave a speech this week in which he warned about the danger that settlements pose to Israel’s Jewish majority. He spoke about a “threatening demographic change” and pointed out that without a Jewish majority, Israel will cease to be a Jewish state. This prompted predictable outrage from the right, with Yesha head Dani Dayan inveighing that the only danger to the Jewish state is conceding the right to the West Bank and 350 rabbis sending Peres a letter in which they said he should beg for forgiveness for the peace process and criticized his “hallucinatory ideas.” Peres’s speech also, however, brought opprobrium from the left, as various people were upset that Peres framed the problem with settlements as a strategic problem rather than an ethical or moral one. In this view, the primary problem with the settlements is that they are furthering the occupation and preventing a Palestinian state, and thus the argument against them should be that Israel is perpetrating an unethical policy in the West Bank and settlements should be denounced primarily as conflicting with the value of a democratic state and a Jewish state.
I am sympathetic to this argument, but it ignores the politics of the situation and misses the long view. The left and center-left do not need any convincing on the need for Israel to abandon the settlement enterprise outside of the major settlement blocs that Israel will presumably keep in a peace deal. If there is to ever be real movement on this issue, it is the right that needs to be brought around, and arguments about Palestinian rights are unlikely to be convincing. I do not mean to suggest that everybody on the right is completely unconcerned with the status of the Palestinians on the West Bank, but this has historically not been a winning argument on the right. If the right is to be swayed, it will be by arguments about Israel’s security and future, and in that sense, the demographic argument is the only one in town. I’ve heard that people in the upper ranks of the government don’t take the demographic threat seriously and believe that time is actually on Israel’s side, and I have had similar impressions in talking to friends and colleagues who are more rightwing on Israel issues than I am. When I was in Turkey two years ago, I got into what turned into a heated discussion with an older American Jewish couple whom I met while their cruise ship was docked in Istanbul for the weekend. During a conversation about Israel where I brought up the argument that Israel was running out of time to separate from the West Bank, the wife heatedly insisted that I had no idea what I was talking about because her daughter lives in Israel and has five kids, and so she absolutely refuses to believe that in 20 years there will be just as many Palestinians in Israel and the West Bank as there are Jews. The only way to convince rightwingers and conservatives that settlements need to be dealt with is to keep on pushing the demographic argument and make people realize that every day that passes increases the possibility of a binational one state Israeli future. This is why Peres’s speech was the correct response to the Levy Report, and while it might make folks on the left upset, a little more strategic thinking on this issue is required.
On a similar note, this is why I think that the Levy Report is so dangerous and why I disagree with Brent Sasley’s argument that Levy does not represent anything new. Has Israel been extending its control over the West Bank? Yes, it has. But that doesn’t mean that the Levy Report is not a dangerous development, because by legally eviscerating the line between Tel Aviv in Israel proper and Efrat over the Green Line, and between authorized settlement bloc Ariel and unauthorized outpost Migron, it brings a one state solution ever closer (for those whose Hebrew is less than stellar, Elder of Ziyon has a useful translation of the legal reasoning section of the Levy Report). The report’s significance is not in what it signals about past Israeli intention in the West Bank, but in what it signals about Israel’s political future and survival as a Jewish state. Brent and others think that the report is simply more of the same and that the declaration that there is no occupation is just the Israeli right showing its true colors in a more public manner, but this loses sight of the fact that Levy represents the opening salvo in the growing calls for a rightwing one state solution. Quite simply, this will be the end of Israel as we know it, and the right needs to be convinced that this is a path to oblivion. If this requires hammering away at the demographic argument and dropping language steeped in morality and ethics, so be it. Peres is on to the right idea here, and people on the left and the center should start thinking along these lines as well.