February 20, 2013 § 6 Comments
It has been almost a month since the Israeli election, and yesterday finally brought us the first move to form a coalition as Tzipi Livni’s Hatnua party agreed to join up with Bibi Netanyahu and Likud Beiteinu. I have been skeptical throughout the campaign and the election’s aftermath that Livni would come to an agreement with Netanyahu given her efforts to convince Ehud Olmert and even Shimon Peres to run; her failed maneuvering at uniting Hatnua, Labor, and Yesh Atid into an anti-Bibi bloc; her constant railing against Netanyahu as a danger and a failed prime minister; the fact that Hatnua includes former Labor leaders Amir Peretz and Amram Mitzna, neither of whom are exactly Netanyahu cheerleaders; and finally, her refusal to join with Bibi after the last election when her party – which was then Kadima – had the most seats in the Knesset and she would have been able to work out a deal in which she served as co-prime minister. Nevertheless, Livni has now reversed course and has accepted the positions of Justice Minister and chief negotiator with the Palestinians, and she will be reporting to Netanyahu rather than the eventual Foreign Minister in this latter gig.
Many people are now speculating on what this means for the peace process and whether Livni’s overseeing negotiations means that we can expect some real movement ahead. I don’t think this changes anything and I wouldn’t be taking any investment advice from people who think that Livni is going to pull Netanyahu along rather than the reverse, but the really interesting angle here is the political one. Bringing Livni into the coalition is not about Netanyahu signaling anything on the peace process, but about putting pressure on Naftali Bennett to join the government. The thinking on Netanyahu’s part goes as follows: he now has 37 seats lined up and getting Kadima and its 2 seats is a given, and he is on the verge of adding Shas (his real goal all along) and its 11 seats, which means that he can then turn to Bennett and Habayit Hayehudi and use their 12 seats to get past the magic number of 61. Netanyahu is gambling that once he adds Kadima and Shas, he will present Bennett with an ultimatum of joining the government or calling new elections, and that Bennett will not be able to withstand the pressure ensuing from calls for him to join a rightwing coalition and so he will crack. Essentially, Netanyahu is betting on Bennett’s alliance with Yair Lapid and Yesh Atid not being strong enough to buck the rightwing nationalist forces in HH who want to band together with Likud and the religious forces in HH who don’t see why serving in a government with Shas is the end of the world. Hence the immediate rumors that negotiations with Shas are proceeding and that it too will join the coalition imminently.
This plan of Bibi’s seems nicely formulated, but ultimately I don’t think it will work. More importantly, if Bennett is smart he will make sure that it doesn’t. The success of Bibi’s strategy turns on the idea that Bennett will do anything to avoid going to another round of elections, but much as I thought (correctly, as it turned out) that Netanyahu miscalculated in allying with Yisrael Beiteinu, I think he is miscalculating here as well. Netanyahu’s gamble is that new elections will cost Bennett seats and weaken his position, and that might have been true before yesterday, but bringing in Livni changes things in a big way. If I am a HH voter, I am not going to punish the party for not joining with its natural Likud partner by fleeing and and now voting for Likud since bringing Tzipi Livni on board to deal with peace process issues makes Likud untrustworthy. Looking at this map of election results and seeing where HH got votes makes this point abundantly clear; voters in Elon Moreh and Karnei Shomron are not now going to give up on Bennett and vote for Bibi given his most recent coalition choice.
In addition, many Likud voters are not going to be terribly happy now that Netanyahu has banded together with Livni, and I don’t see how doing so possibly increases his share of votes at all in a hypothetical new round of elections. If anything, it drives even more people away and into the arms of Bennett, and if you need some further proof, just look at Moshe Feiglin’s crack today that he hopes Likud will be in the coalition too. Furthermore, by trying to repeat history and bring Shas – his most pliable partners – into the coalition, Netanyahu is turning his back on the draft issue, which is one of the most popular issues in Israel today and which Lapid rode to his stunning success. Not only is Netanyahu potentially angering his base by bringing Livni in, he is angering many other voters who don’t understand why he insists on bringing Shas into the government despite the massive popular will for reforming the draft. Given what has transpired, if new elections were held today, I think that Likud would drop even further while Habayit Hayehudi and Yesh Atid would pick up some new mandates.
Netanyahu is behaving as if bringing first Livni and then Shas into the government gives him all the leverage he needs over Bennett to break up the YA-HH alliance, but I think he has things wrong. If he brings in Shas, he will then be unable to form a government without Lapid or Bennett (I am operating on the assumption that Labor is not joining at this point), and so in reality Bennett will be the one with the leverage over Netanyahu. Reports are that Bennett is feeling heat from within his party over his footdragging to run to Likud and his head-scratching unbreakable bond with Lapid, but by brining Livni into the government, Netanyahu actually did Bennett a favor. He now has a good excuse to sit tight, and once Netanyahu strikes a deal with Shas, he benefits further from sticking to his guns on the draft issue and staying out. If I were Bennett and Netanyahu presented me with the ultimatum to join the coalition with Shas or go to new elections, I would be printing up new campaign posters before even getting off the phone.
February 13, 2013 § 1 Comment
I wrote about this topic last week from the U.S. perspective in light of President Obama’s forthcoming trip to Israel, but from the standpoint of Israel politics some comments yesterday from Yair Lapid and Naftali Bennett are worth highlighting in assessing what movement we can expect to see on the peace process from the next Israeli government. As faithful O&Z readers know, I am fairly confident that Yesh Atid and Habayit Hayehudi will be in the coalition, and I am also fairly confident that Yair Lapid cares a lot more about the military draft issue than he does about the peace process and that he should not be viewed as the great savior of the peace camp and the two state solution. In light of this, let’s consider some facts that are emerging about the coalition talks and some things that were said by Lapid and Bennett yesterday in different forums.
To begin with, Lapid and Bennett have negotiated a deal that binds their fates together so that either Yesh Atid and Habayit Hayehudi will both be in the government or both parties will stay out. While Bibi Netanyahu is frantically trying to peel Bennett away from Lapid by making him extravagant but exploding offers, so far Bennett appears to be resistant to go back on his agreement with Lapid. This is interesting, because obviously Likud is more of a natural partner for Habayit Hayehudi than Yesh Atid is as Netanyahu and Bennett are closer ideologically – despite their history of personal issues – than Bennett and Lapid are. The one issue on which HH and YA are closer on is the issue of the draft and equalizing the burden of service, which suggests that it is the issue most important to both Lapid and Bennett and the one on which both parties are most reluctant to back down. Lots of attention has been paid to Lapid’s pledge that he is guided by overhauling the draft and reanimating the peace process and that he will not join a government that does not agree to do both, but in tying his fate to Bennett’s, he is signaling that one of those issues is far more important to him than the other and that the peace process condition is more about lip service than anything else.
Then there were Lapid’s remarks yesterday before the Conference of Presidents of Major American Jewish Organizations meeting in Jerusalem, in which he said that Ehud Olmert had gone too far in his concessions toward the Palestinians while prime minister, that Jerusalem could never be divided in his view, and that the Palestinians were going to have to accept an interim semi-state within temporary borders subject to future revision. Now, none of this makes Lapid a fire-breathing Greater Israel supporter, but it also does not make him the great champion of the two state solution that some think he is. Not agreeing to a Palestinian capital in East Jerusalem and talking about interim agreements are both positions that probably make peace talks doomed to fail before they even begin. The interim agreement is the bigger hurdle of these two, since while Jerusalem can be negotiated over during talks, no Palestinian government at this point will even come to the table for talks that deal with anything less than a final status agreement. This is the ultimate display of someone trying to cultivate a more left-wing image without adopting any policies to match. Again, this does not make Lapid an extremist or out of line with mainstream Israeli popular opinion, but it also does not make him the next Yitzhak Rabin.
Lapid’s new best friend also had some things of his own to say about the prospects of a Palestinian state yesterday, but in a much more straightforward way. In a Knesset speech, Bennett said that “there is no room” for a Palestinian state, that it will never happen, and that the government needs to say with finality that the Land of Israel belongs to the people of Israel. Nobody has ever had any illusions about Bennett’s views on the peace process and the two state solution so this does not come as a surprise, but the important takeaway here is that Lapid knows full well what Bennett’s views are and has still hitched his wagon to Bennett’s. Irrespective of whatever his own personal views may be, it is difficult from a political perspective to think that Lapid is committed to real negotiations when he will only go into the government if Bennett goes as well. Taking all of these factors into consideration, even if Tzipi Livni bring Hatnua into the government nobody should be getting their hopes up too high for a big diplomatic push on the horizon.
January 24, 2013 § 9 Comments
Now that the final results of the Israeli election are in, everyone is rushing to declare that centrist parties were the big winners and that the Israeli electorate has made a surprising shift away from the right. This is understandable in light of the fact that Yair Lapid and his Yesh Atid party won 19 seats to become the second largest party in the Knesset and Bibi Netanyahu led the Likud-Beiteinu list to an extremely disappointing 31 seats, down from the 42 seats that Likud and Yisrael Beiteinu control in the current Knesset. Nevertheless, I think that this view of things is incorrect. As I argue in Foreign Affairs, this does not take into account that the other so-called centrist parties did poorly and finished well below expectations and that many Likud voters chose to move even farther to the right by giving Habayit Hayehudi 12 seats. In addition, Yesh Atid can be characterized as centrist in some ways but as pragmatically rightwing in others, and so dubbing yesterday’s results as an unabashed win for the center is misleading. In fact, the center controls 28 seats in the current Knesset, but will control 27 seats in the next one (19 for Yesh Atid, 6 for Hatnua, 2 for Kadima), so in reality the center actually lost ground. No doubt Lapid scored a big victory, but one centrist party doing well does not mean that Israel is now avowedly centrist, particularly when other centrist parties turned in disappointing performances and the banner rightwing nationalist party more than doubled its current Knesset representation. Here is a teaser from my piece in FA:
The problem with this narrative, however, is that Tuesday’s results were not really a victory for centrists and Yesh Atid is not really a centrist party. The largest vote-getter was still Likud-Beiteinu, made up of arguably the most right-wing version of Likud in the party’s history and the nationalist and pro-settlement Yisrael Beiteinu. Bayit Yehudi also did well, and it will be the fourth largest party in the Knesset with 11 seats. On the left, Labor underperformed and could not even garner enough votes to win second place as expected. Livni’s Hatnua, meanwhile, won fewer seats than even the parochial ultra-orthodox party, United Torah Judaism. Kadima, a real centrist party, has all but disappeared, plummeting from 28 seats to two. Even though the right-wing parties did not do quite as well as they had hoped, the larger picture does not support the claim that the center scored a great victory.
Furthermore, the grouping of Labor, Hatnua, and Yesh Atid under a centrist or center-left banner is analytically lazy. On economic issues, those three parties do indeed fall within the left and the center. On security and foreign policy issues, Labor and Hatnua are centrist as well. Yesh Atid, however, cannot be accurately described as centrist when it comes to the peace process. Lapid has stated that Jerusalem cannot be divided under any circumstances and insists that standing firm on this issue will force the Palestinians to recant their demand that East Jerusalem serve as the capital of a future Palestinian state. During the campaign, Lapid chose the West Bank settlement of Ariel as the place to give a major campaign speech calling for negotiations with the Palestinians, and declined to endorse a settlement freeze. None of this is enough to put him into the far-right camp, which rejects the two-state solution and calls for annexing the West Bank, but it also does not make him a centrist. In fact, Lapid’s views on security issues are close to those that Netanyahu has publicly staked out.
January 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.
January 8, 2013 § 2 Comments
When leaders are reelected to a second term, it is not surprising that they turn over their top foreign policy, defense, and security officials in order to get fresh blood into the system. With top diplomats stepping down from their posts and defense secretaries retiring, one often needs to usher in an entire new team, as we see taking place right now. One particular future top official, however, should be particularly scrutinized over some questionable stances toward Israel, Iran, and the Palestinians, and of course we all know to whom I am referring. Pro-Israel groups should be rightly concerned at the prospect of this former legislator leaving political retirement and returning to a position of power.
Let’s start with the vitriol about the role of Israel in American politics. “I resent the idea that Israel is part of the political agenda in United States’ campaigns, really,” declares this future cabinet member. These are obviously the words of someone who harbors a resentment bordering on hatred toward Israel and does not want the U.S. to maintain a pro-Israel stance. Then there is the pride at the fact that President Obama does not always see eye to eye with Prime Minister Netanyahu and that this is an element that will be passed on to this surrogate as well. “He [Obama] has some differences between him and Mr. Netanyahu. But I have some differences between Mr. Netanyahu and myself, as well.” This is a person who clearly does not respect the fact that the Israeli prime minister must be heeded in all situations, and mistakenly believes that the wishes of the U.S. should be taken into account in any significant way at all.
Then there are the misguided views on the Israeli-Palestinian conflict. This future cabinet official goes too far toward placing the burden of a peace deal on Israel while maintaining that Mahmoud Abbas is a moderate who wants nothing more than to work out an agreement with the Israelis. Despite the fact that Abbas will not recognize Israel as a Jewish state or unambiguously denounce attacks on Israelis, the blame is consistently placed on Netanyahu for not trying hard enough. This person has repeatedly stated that the Netanyahu government has spent four years telling Israelis they had no partner for peace when the reverse was true, and that Abbas cannot be blamed for not entering into new talks when the Israeli government was so overtly hostile to him. This is a stance that of course undermines Israel and is not one that a true friend of Israel would ever voice.
Finally, there is the contention that an Iranian nuclear weapon does not actually pose an existential threat to Israel, which demonstrates an unacceptable disregard for Israeli safety and security and a condescending attitude toward the real dangers that Israel faces. Even worse is the claim that Israeli prime ministers inflate the threat emanating from Iran and play on the public’s fears for political gain. Worst of all might be promoting the linkage theory that resolving the Israeli-Palestinian conflict will help the situation with Iran because progress on creating a Palestinian state will help Israel broaden its coalition and remove an issue that Iran uses to its advantage.
The views and statements expressed above are beyond the pale for any true Israel supporter. That the person espousing them should be forced to explain and defend them is a given, and the pro-Israel community needs to gear up and make sure that this once-respected voice on foreign affairs does not get a chance to push these views in the highest echelons of government. Israel needs true friends in high posts rather than people who seek to undermine Israel at every turn under the guise of knowing what is best for her. So I fully expect every right-thinking supporter of Israel to do everything in their power to make sure that Tzipi Livni – former Likud member, past Mossad operative, and Ariel Sharon protege – does not join the Netanyahu coalition after the election and resume her position as Foreign Minister. Because anyone who does not accept Bibi’s view of the world and thinks that Abbas is actually someone who can be negotiated with rather than a diplomatic terrorist must be anti-Israel, whether they are a former U.S. senator or an Israeli politician who has served as opposition leader and as a cabinet minister in multiple posts. Right?
P.S. The quotes and views attributed to Livni in this post can be found at the following links (which I didn’t want to embed for fear of someone clicking on them in the course of reading and ruining the end):
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.
December 18, 2012 § 8 Comments
In the time leading up to an Israeli election, one always gets the impression that Israel’s political system is the most fractured on Earth. Outrageous charges are hurled back and forth, and this year Kadima took things to a new level by adopting an anti-Bibi slogan superimposed on a picture of a nuclear mushroom cloud as its campaign poster. Nevertheless, as Israeli parties and politicians all jockey and maneuver before the January 22 election, it seems to me that if the poll numbers remain relatively stable, there is a good chance that Israel is headed toward a unity government comprised of Likud and Labor. While nobody will come right out and admit that while campaigning, the inter-party dynamics, Bibi Netanyahu’s past preferences, and Labor leader Shelley Yachimovich’s interview over the weekend are all pointing in that direction.
The latest polling – and the first to be released after Avigdor Lieberman’s resignation as foreign minister – confirms the trend that has been taking place for weeks, which is that the Likud-Yisrael Beiteinu joint list is polling in the mid to upper 30s range for Knesset seats and is likely to garner fewer seats than the two currently have now (and don’t forget where you first heard that this arrangement was going to backfire). In addition, the Habayit Hayehudi list under Naftali Bennett is holding steady at 11 seats, and is Netanyahu’s natural coalition partner given its rightwing stance. While there are rumors that Netanyahu would rather not deal with Bennett, he cannot afford to have Bennett constantly sniping at him from his right flank, particularly given how rightwing voters appear to be leaving Likud and flocking to Habayit Hayehudi. Including Bennett gets Netanyahu to just under 50 coalition seats, leaving him 10-12 short depending on how things precisely shake out. In the past, Netanyahu has turned to Shas and UTJ to fill this gap, and indeed together they are currently at 16 seats, which would get Netanyahu past the magic number of 60 seats and allow him to continue as prime minister. The problem is that Yisrael Beiteinu has been adamant about not wanting Haredi parties in the coalition, and Bennett last week demanded that Netanyahu take away the Interior and Housing ministries from Shas as part of his general argument that Haredi parties should be kept out of the next coalition. Yair Lapid’s Yesh Atid party might not get enough seats to fill the gap, and even if it does, it will still leave Netanyahu with a very narrow margin and no wiggle room. Tzipi Livni’s Hatnua party is probably out too, as Livni and Netanyahu do not like each other and Livni has turned down multiple opportunities to join with Netanyahu in the past. As demonstrated by his move to form a unity government with Kadima last spring, Netanyahu clearly likes to keep as many options open to him as possible, and his current narrow one has been a disaster, with infighting over the Tal Law and Haredi military service being a particular problem. This means constructing a coalition with as many seats as possible and without a big issue that will prove enormously divisive and impossible to overcome.
Enter Labor, which is second in the polls behind Likud Beiteinu, and Yachimovich, who has repeatedly declined to rule out joining a Likud-led coalition and who has insisted that Labor is not a leftwing party but a centrist party. Yachimovich wants to join the next coalition because she has never served as a minister and is relatively inexperienced and untested. Serving in the government will provide her with some more gravitas and do away with the impression that she isn’t quite ready for prime time, and lay the foundation for a future chance at expanding Labor’s seats and competing to be prime minister. In this vein, yesterday she gave an interview in which she said that the budget for settlements should remain untouched in the absence of a peace agreement with the Palestinians and stressed Labor’s history of building settlements when in government and that Labor has always had a hawkish element, including Yitzhak Rabin. This drew immediate responses from Lapid and Meretz chief Zahava Gal-On, but Yachimovich does not appear to be worried about Gal-On or other leftist parties damaging her credibility. Instead, she is clearly appealing to the fact that Israel’s electorate is far more hawkish on the Palestinians and the West Bank than in the past, and is laying the groundwork to be able to join a Likud-led coalition in which support for settlements is going to be a must. It is not accidental that Yachimovich broke her laser-like focus on economic and social issues to talk about settlements rather than Iran, the peace process, Gaza, etc. If there is one issue that will make it possible for Netanyahu to invite Labor into the coalition without risking a rightwing revolt it is support for the settlement budget, and Yachimovich’s interview was an attempt to forestall any criticism that might emerge on this front. While there will invariably be differences in opinion between her and Netanyahu on socioeconomic issues and on the peace process, there is now no daylight on the question of support for settlements. While I am loath to predict anything with certainly when it comes to coalition politics – particularly as I have been burned in the past – the signs as I read them point to a Likud-Labor unity government once the dust settles after the election.
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.
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.
October 25, 2012 § 2 Comments
I have almost no time today, but I just cannot let the Likud and Yisrael Beiteinu merger go by without commenting. Here are my very brief thoughts, with hopefully more to follow later.
1. This deal shows how worried Netanyahu actually was about the emerging strength of the center-left bloc. The reason for him to make this deal is to control so many seats that there is no alternative but to let Likud form the next government.
2. This is about the two personalities involved rather than the parties. Netanyahu is now virtually guaranteed of staying on as PM no matter what else happens. Avigdor Lieberman gets to be the presumptive Likud heir apparent when Netanyahu eventually steps down and his own political power has increased immeasurably. Likud and Yisrael Beiteinu, though, are not necessarily better off. Likud is now alternating with Yisrael Beiteinu for the first 42 party slots, which obviously waters down Likud, and the rank and file have got to be furious about this. As for YB, the party’s focus on Russian voters is not going to be as laser-like as it once was, and while it will likely get some more attention for its initiatives at the outset, the independent concerns that YB had are eventually going to be subsumed by the larger Likud project and constituency. Oh, it also goes without saying that you can now kiss any hope of a peace deal or concessions to the Palestinians or a harder line on settlements goodbye.
3. Where the Haredi parties now go is the most interesting part of this. Before the Likud-Kadima deal last spring, the coalition was nearly falling apart due to the clash between YB and Shas. Now that YB is part of Likud and presumably still pushing the question of Haredi military service just as hard as before, can Shas actually be part of the next Likud-led coalition? I’m not sure that it reasonably can, and I think that Aryeh Deri’s presence makes it even more likely that it does not join up and considers its alternatives. And by the way, this should be a reminder to Andrew Sullivan that, like I previously argued, not all Israeli rightwing parties are rightwing in the same way.
4. If I am Tzipi Livni or Shelley Yachimovich, I strongly consider joining up with the Likud coalition following the elections given the secularist bent it is now bound to have. I also think about the fact that Lieberman might be the most polarizing figure in all of Israel, and that Likud is now stronger in the short term but weaker in the long term. In fact, I might go so far as to suggest that this move, and setting up Lieberman to take over Likud, means the eventual demise of the party as Israel’s political powerhouse.
5. If you just stop for a moment and think about what has gone on over the past year, Bibi’s coalition almost broke up over YB-Shas fighting; then he brought in Kadima in an effort to marginalize his Haredi partners; then the unity government broke up because Bibi decided to back the Haredi parties and their opposition to equalizing the burden of service, which infuriated Lieberman; and now he is actually merging with Lieberman and probably casting the Haredi parties into the wilderness. The two lessons from this are that Israeli politics is just about the most entertaining show in the world, and that Bibi has no long term plan or strategy other than surviving from moment to moment.