On Sunday and Monday, Likud party members got to vote in the Likud primary and choose the list that will stand for Knesset elections in January, and what emerged was the most rightwing Likud in the party’s history. The Likud list is a catalogue of the most strident and hardline voices in the party, with Danny Danon in the 6th spot, Zeev Elkin in 9th, Yariv Levin in 10th, Tzipi Hotovely in 13th, and Moshe Feiglin – who is Bibi Netanyahu’s main intra-party challenger from his right and is not even currently an MK – in 15th. Regular O&Z readers will recognize all of these names, as their exploits make regular appearances on this blog, but in case you need a refresher, Noam Sheizaf has a rundown of their greatest hits. In addition, because of the deal with Yisrael Beiteinu that created the joint list with Likud, it is unlikely that anyone lower than 20th on the list is going to make it into the Knesset, which means that Likud princes and moderates such as Dan Meridor, Benny Begin, and Mickey Eitan are going to lose their jobs as MKs. To get a sense of just how remarkable this is, not only are Begin and Meridor currently Knesset members, they are both ministers and members of the nine person security cabinet, and yet Likud voters just unceremoniously showed them the door. This is not just a changing of the guard from the old to the new, but a serious step to the right. If there was any doubt left that Likud is first and foremost a settler party, it has just been erased.
Plenty of people will spend the next couple of days bemoaning the state of Israeli politics and noting that a Likud government in which someone like Danny Danon might actually be a minister is going to double down on settlements and treat the peace process like a relic from a bygone era. This is all true, and in my humble opinion it’s a terrible development for Israel, but I am not here to state the glaringly obvious. Instead, I’d like to think through the impact of the new Likud makeup on Israel’s defense policy outside of the Israeli-Palestinian conflict.
The immediate result is going to be the involuntary hiatus of Ehud Barak, who announced yesterday that he was quitting politics and would not stand for election in January. While I found the timing of this announcement strange given that Barak’s Atzmaut party, which had been polling at zero Knesset seats, had rebounded in the aftermath of Operation Pillar of Cloud and was looking like it might return to the Knesset with the same five seats it currently has, a couple of smart observers of Israeli politics have convinced me that perhaps it makes sense given the humiliation involved for a former PM barely crossing the Knesset threshold. Amir Mizroch and Robert Danin argue that in resigning, Barak is actually plotting a course to remain as defense minister since he will be viewed as the indispensable general whom Netanyahu will have no choice but to reappoint, and the fact that he is not a member of Knesset will free from him any political constraints. I think it’s quite plausible that this was Barak’s plan yesterday morning and that he may even have been able to pull it off, but he did not count on the events of the afternoon and evening. MKs like Danon and Elkin absolutely detest Barak with every fiber of their being because they have long viewed him as the primary hurdle standing between them and unfettered settlement growth, and now that they essentially control the party, Netanyahu is not going to have the political space to keep Barak as his defense minister. Doing so will cause a riot within Likud and open Netanyahu up to a serious challenge from Feiglin or from his old nemesis (and Washington Generals-type foil) Silvan Shalom, and Bibi is not going to risk that. Instead, I think the Likud primary has guaranteed that Bogie Ya’alon becomes the next defense minister, which also puts him in the pole position to be the next Likud leader once Netanyahu decides to leave the scene.
Aside from silencing Barak and removing his all-encompassing control of Israeli defense policy, I think the new Likud list also makes an Israeli strike on Iran a lot more likely. I have been continuously arguing that one of the primary constraints on an Israeli strike is the makeup of the security cabinet, where four out of the nine members have been unwaveringly opposed to unilateral military action against Iran. Two out of those four are Begin and Meridor, who are now going to be out of the group, and they will almost certainly be replaced by ministers who are more hawkish. The third of the four is Ya’alon, who badly wants to be defense minister and who knows that the post is a potential stepping stone to eventually becoming prime minister. The fact that the defense portfolio is now going to be open might be enough incentive for him to quietly acquiesce to Netanyahu’s plans on Iran in order to get the appointment that he seeks, in which case the security cabinet flips from being divided down the middle to being nearly unanimous in favor of a strike. That does not make a war with Iran a fait accompli, but it does bring the possibility ever closer. One month ago in arguing that the Netanyahu-Lieberman deal was not going to affect the Iran calculus, I noted that “the math in the security cabinet does not change substantially unless Begin, Meridor, and Ya’alon are all excised.” As it turns out, the result of this week’s Likud primary means that the math has now changed, and the impact on Israeli defense policy might be even greater than the impact on Israeli domestic politics.