February 15, 2017 § Leave a comment
After spending his entire tenure as prime minister chafing under the strictures placed upon him by Democratic presidents, Prime Minister Netanyahu finally gets his wish today: his first face-to-face Oval Office meeting with a Republican president. And not just any Republican president, but President Trump – the man the Israeli right has hailed as a savior from the day he was elected and upon whom they have placed their hopes and dreams. There is no question that Netanyahu is looking for a vastly different relationship with the current president than he had with the previous one, and also no question that both men will emerge from their meeting with ear-to-ear grins and acting like best friends, irrespective of whether the meeting warrants it or not. There are some obvious reasons for this, from the fact that both men lead right of center parties and are broadly ideologically similar to the simple desire to get off on the right foot. The current moment, however, also provides some more detailed and specific reasons for the two men to avoid disagreements, and provides some guide as to what they are likely to discuss, what they are likely to avoid, and what they should discuss if they want to keep the relationship on an even keel.
What Trump needs out of this meeting is simple. He is being buffeted on all sides with headache-inducing crises, be it the North Korean ballistic missile test, the resignation after only twenty four days of his national security adviser Mike Flynn beneath a cloud of allegations of his being compromised by Russia, or questions over the basic competence level of his senior aides and his continuing inability to staff the government beneath the cabinet level. Trump also has clearly not yet formulated a coherent policy on Israel, with different advisers pulling him in different directions and his own thoughts apparently still unsettled. Whether it be the embassy move or the role of settlements in preventing Israeli-Palestinian peace, Trump’s positions from the campaign have shifted, and in the case of settlements they have subtly shifted between the statement issued by Sean Spicer two weeks ago and Trump’s interview with Yisrael HaYom on Friday. What Trump needs while he is sorting through everything else in the Middle East is regional stability, not having Israel as a constant issue to manage, and above all no surprises. For now, he wants Israel to be something that he doesn’t have to think about or worry about, since if that wish is fulfilled, it will be just about the only issue that clears that bar.
What Netanyahu needs out of this meeting is even simpler. He arrives in Washington in the midst of the biggest threat he has ever faced to his tenure as prime minister, namely the four separate investigations being carried out into various allegations of corruption and improper behavior. Should he be indicted, as most Israeli analysts and journalists expect, he will be under enormous pressure to resign, and only the complete and unbroken support from every member of his coalition will keep him in office. Even if none of the four investigations end with an indictment, Netanyahu is still in a precarious position, down in the polls to Yair Lapid and under constant demand from his Bayit Yehudi coalition members and many of his Likud coalition members to definitively reject the two-state solution, support annexation of Ma’ale Adumim and perhaps even larger parts of the West Bank, and to completely alter the paradigm with the Palestinians under which Israel has operated. None of these are things that Netanyahu has ever particularly appeared or appears now to want to do, but he is in danger of being swallowed up by the Israeli right, for whom ideological purity tests are increasingly important. More than any specific policy victory or understanding with Trump, Netanyahu needs something that will help his domestic standing back home, and the only thing that can provide that is a black hole in which no daylight between the U.S. and Israel escapes. Netanyahu was reportedly able to mollify Naftali Bennett and other cabinet members before his departure from Israel by appealing to his stewardship of the U.S.-Israel relationship, which is truly an Israeli existential issue, and he has to return home with an unambiguous demonstration of his ability – and his ability alone – to keep that relationship unbreakable. Netanyahu does not need a green light to build in the West Bank or a commitment to move the embassy or a vow to tear up the Iran deal. What he needs is no hint, no sign, and no leak of even the slightest public or private disagreement with Trump on anything.
In theory, this should be an easy plan for Trump and Netanyahu to execute. The problem is that Netanyahu is dealing with a president whom he expects to be an easier interlocutor than President Obama, but one who is unpredictable and unprepared to an unprecedented degree. Netanyahu cannot be sure what Trump will say, whether what he says can be trusted as an accurate predictor of what policies he will actually pursue down the road, to what extent Israel should rely on Trump’s assurance on various issues for its own policy planning purposes, and whether Trump has even devoted any real attention to planning for the conversation given that his national security adviser will have been replaced less than 48 hours earlier.
Given all of this, the one topic that is guaranteed to be on the agenda is Iran. As my colleague Ilan Goldenberg ably laid out earlier this week in his own preview of the meeting, Trump and Netanyahu have both focused on vigorously holding Iran to task and calling Iran out on its destabilizing actions in the region. It is unlikely that even Netanyahu is sticking to a position that the Iran deal needs to be scrapped, and both men might hold the view that even if the deal should be torn up, there are ways to make Iran be the actor that abrogates it through additional sanctions and testing the boundaries of Iran’s breaking point much as Iran has done since the JCPOA was implemented.
What both leaders want to avoid is any robust discussion of the Israeli-Palestinian conflict, settlements, or the two-state solution. Whatever Trump’s positions end up being, they are not going to be the positions pushed by Bennett and the annexation caucus, and Netanyahu cannot politically afford right now to publicly endorse two states. Neither Trump nor Netanyahu wants to start things off with a fight over where Israel will and will not build, and so my hunch is that they will both try and avoid any related subjects to the greatest possible extent.
There are two issues, however, that Trump and Netanyahu should discuss whether they want to or not in an effort to avoid any surprises or misunderstandings down the road. The first is Gaza, where Hamas’s newly installed leader Yahya Sinwar is far more hardline and confrontational than his predecessor Ismail Haniya and may be more willing to break the uneasy quiet that has largely held for two and a half years. It would be wise of the president and the prime minister to discuss how far Israel is willing to go in Gaza when the next war breaks out, what the plan is to deal with any wider regional fallout, and how the U.S. would like to manage a coordinated response with Israel and Egypt. This does not have to be a difficult conversation, and both men may be precisely on the same page, but it is easier to do it now than when the rockets start falling on Tel Aviv and the world is up in arms over civilian casualties in the Gaza war zone. The second issue is Syria, where Trump and Netanyahu may not be on the same page but cannot afford to let any differences of opinion fester. Rhetorically at least, Trump wants to make fighting ISIS in Syria a priority, which will be difficult to do while squaring completely with Israel’s objectives of maintaining its own freedom of movement against Hizballah weapons convoys and not allowing any long-term Iranian presence in Syria. If there will be disagreements on these issues, they should be dealt with up front and in private since any public blow up later will be far worse.
Today’s meeting will be the first of many, and we may not have any greater clarity after it has concluded than we do right now. Many assume that Trump and Netanyahu will set a new standard for the relationship between an American president and Israeli prime minister, but no matter what their personal relationship turns out to be, there is going to be friction over policy issues big and small. The most important question going forward will not be why and where there are disagreements, but how the two men manage them.
August 11, 2016 § 3 Comments
If you thought that the seemingly never-ending battle between the United States and Israel to shape how the Iran deal is viewed was finally over, you’d be wrong. At a press conference last Thursday, President Obama touted what he said was Israel’s ex-post support for the deal, saying, “And it’s not just the assessment of our intelligence community; it’s the assessment of the Israeli military and intelligence community, the country that was most opposed to this deal, that acknowledges this has been a game changer and that Iran has abided by the deal; and that they no longer have the sort of short-term breakout capacity that would allow them to create nuclear weapons.” The next day, an unsigned statement was issued by the Israeli Defense Ministry insinuating that the Iran deal has “no value” because it is based on a faulty reading of the facts on the ground, asserting that it damaged Israel’s struggle to defend itself from Iran, and comparing it to the infamous Munich agreement that preceded WWII. This in turn was followed by a statement from Prime Minister Netanyahu confirming that Israel’s opposition to the deal has not changed, but emphasizing that Israel has no greater ally than the U.S. and that the most important things going forward are ensuring Iranian compliance with the deal and strengthening the U.S.-Israel relationship. Then on Monday, the Defense Ministry issued another unsigned statement apologizing for any misunderstanding over the Munich analogy but reiterating again that Israel remains concerned about Iranian behavior in the wake of the Iran deal.
The Iran deal has been at the core of much of the up-and-down relationship between the American and Israeli governments over the past few years, culminating in Netanyahu’s speech to Congress in March 2015 and continuing to cast a pall over the negotiations for the new ten year defense assistance Memorandum of Understanding. Despite the fact that the Iran deal has been signed and implemented, framing how it is perceived is still crucial to both sides. For the U.S., defending Obama’s signature – and most controversial – foreign policy achievement is the way to shape how history will view his presidency, and even more importantly to set the future direction of American foreign policy long after he is gone from office. For Israel, which was the most publicly vociferous opponent of the deal, continuing to inveigh against it is not only about protecting Israeli credibility and demonstrating Israeli prescience, but about keeping the heat on Iran in order to preserve Israel’s position in the region and assure international support for its defense and security priorities. So more than one year on from the deal’s conclusion, it still affects U.S.-Israel relations and will continue to do so for years to come.
In this particular case, the blowup could have and should have been easily avoided, and much of the blame lies on the president himself. Obama was wrong in his characterization of how the Israeli security establishment views the deal, particularly in his use of the phrase “game changer.” Whereas Obama portrayed Israel as Saul on the road to Damascus, having seen the light and undergone a conversion on the Iran deal’s merits, the reality is that Israeli officials are far more wary. They acknowledge that the deal has eliminated the nuclear issue in the short term, but they also worry that it has actually made the issue even more dangerous in the long term once the deal expires in ten years and that it has worsened other Iranian non-nuclear headaches, such as terrorism and ballistic missile production, in the present. And while Israeli officials concede that Iran has hewed to the narrow terms of the deal so far, they are also certain that Iran will violate the agreement as soon as it is in its interests to do so. In light of this, Israeli officials’ anger at Obama’s press conference is eminently understandable. Israelis rightly don’t like being used as pawns in a PR battle, and all the more so when they feel that their position is being misrepresented. Even worse, Israel’s response since the deal was implemented has been precisely what the U.S. had been pleading for – measured opposition and an acknowledgement that the most important thing now is to hold Iran to its commitments, rather than to continue lambasting the deal at every opportunity and lobbying for it to be scrapped. For that to be throw back in its face must have been particularly galling.
Being justifiably angry, however, does not make the response justifiable. Rather than bring a gun to a knife fight – and breaking out the Munich analogy was certainly a disproportionate response – Israel would have been better off spinning this as a win. After all, the fact that Obama referenced Israel as the ultimate validator in judging whether or not the deal has been and will be successful gives Israel a fair deal of leverage going forward when it comes to evaluating Iranian compliance and developing a response should Iran be deemed in violation of the accord. It is embarrassing enough that the “Defense Ministry” had to walk back its original statement a few days later, but the timing itself made things even more precarious given that the U.S. and Israel are reportedly in the end stages of negotiating the new military aid package, and this hardly seems the time for Israel to do anything that might upset the apple cart. The fact that Avigdor Lieberman – who presumably took the strange step of hiding behind an entire ministry in an effort to give his statement more weight – was unable to hold his tongue despite the timing and despite his past criticism of other Israeli ministers for needlessly harming relations with the U.S. is a reminder of how the pragmatic defense minister can still be dangerously erratic, placing politics above wider considerations.
If there is a positive element to all of this, it is that despite the missteps on both sides of the ocean, it seems that both the U.S. and Israel have learned something from the recent tensions in the relationship. That Israel almost immediately walked back its over the top outburst demonstrates a recognition that rhetorical excesses do indeed have consequences and must be contained. That the U.S. was publicly silent and did not escalate the confrontation in response to Lieberman’s barb demonstrates a desire going forward to keep disagreements behind closed doors, as the Israelis have often requested. There is no question that Iran is going to continue to be a wedge between the U.S. and Israel through the end of the Obama presidency at the very least, but hopefully both sides can manage to be more felicitous in their public statements going forward.
July 14, 2015 § 7 Comments
There are two huge pieces of news today that interest me, and while the one I really want to write about is the New Horizons spacecraft reaching Pluto and sending back amazing pictures and data on Pluto and Charon (which everyone refers to as one of Pluto’s moons but isn’t technically an accurate description since Charon doesn’t orbit Pluto and the system’s center of gravity lies in between them, but don’t get me started), for some reason people seem to want to know what I think about the Iran deal rather than what I think about the Plutonian atmosphere. So after spending some time reading through all 159 pages (except for the lists of companies and individuals on which sanctions will be lifted, which I skimmed), here is my initial take on where I think this deal works and the myriad ways in which I fear it won’t.
Starting with the good, there are some really good elements in this deal when it comes to keeping the wraps on Iran’s nuclear activity that we currently know about. The sections dealing with preventing a break out are pretty strong in terms of absolutely limiting Iran’s capacity to enrich uranium beyond a 3.67% level for fifteen years and turning Fordow into what is essentially a centrifuge museum. The only centrifuges that will actually be spinning uranium for the first ten years are 5,060 first generation centrifuges, and despite what sounds like a high number, nobody is actually worried about these. Any uranium in excess of 300 kilograms gets down blended and all spent fuel from reactors gets shipped out of the country The IAEA monitoring system in place for these centrifuges and the more advanced ones that Iran has developed also seems very strong to me, with full IAEA access, control, or electronic monitoring in various ways. Iran also has to address IAEA questions about its past activities, which should provide some additional clarity for preventing illicit Iranian activity going forward. Based on the provisions of this deal, I think it very unlikely that Iran will produce a nuclear weapon at any of its known facilities or with any of its current centrifuges in the next decade.
But even giving credit to the P5+1 negotiators for doing a good job on knocking out the break out option in the short term, this deal is indicative of the absurdly short attention span we Americans seem to have, where we think that ten years is a long time when in the context of international relations it is the blink of an eye. While it is true that Iran cannot enrich uranium in a worrisome manner over the first ten years of the deal, the agreement basically lets Iran do all the prep work during this ten year period to accomplish the higher uranium enrichment later on in advanced centrifuges without actually doing so during this initial decade. Once the ten year limit expires, Iran is in a position to break out really quickly if it so chooses, since while it commits to 3.67% enrichment for fifteen years, after ten years it can enrich uranium in more advanced centrifuges and install the advanced IR-8 centrifuge infrastructure in Natanz and manufacture new complete advanced centrifuges. So while it will still only be enriching uranium at low levels for fifteen years, it will have five years of testing and manufacturing more advanced machinery before the deal’s restrictions on enrichment levels expire. Despite the fact that the NPT and the Additional Protocol will still apply in perpetuity, Iran has quite clearly violated the NPT in the past and I see no reason to assume that it won’t do so again, so I do not assume that the break out provisions are going to operative past fifteen years.
When it comes to sneak out, I am less satisfied. The agreement provides for only 150 IAEA inspectors to monitor the entire country, which frankly is a joke in a country the size of Iran. The prevention of a sneak out path to a bomb is predicated on Iran having to declare all of its existing facilities before the deal is implemented and having to inform inspectors ahead of time if it decides to build any new facilities, since otherwise detecting secret centrifuge facilities – as opposed to plutonium facilities – is not easy (see Fordow for a relevant and recent example). Furthermore, if inspectors request access to a suspected undeclared location, Iran has two weeks from the time that access is requested to think about it, and if it decides to keep inspectors out, a majority of the Joint Commission (P5+1, EU representative, and Iran) has to vote to force Iran to resolve the situation, at which point Iran has another ten days to negotiate and implement whatever solution the Joint Commission ultimately imposes. This is certainly not the “anytime, anywhere” inspections that were going to make deal skeptics comfortable and that would be required for true, absolute verification of Iranian compliance. Aaron Stein, who is my guru on the technical issues, is far more sanguine on the arms control provisions of the deal, and I am told by those who know these issues much better than I that three and a half weeks is not nearly enough time to dismantle a covert enrichment facility and scrub all evidence of the centrifuges, tubing, etc. so perhaps the two weeks plus ten days is not as disastrous as it seems to my admittedly amateur eyes. But ultimately, your comfort level here has to rest on trust. If you assume that Iran is not going to hold anything back or try to cheat the system, then you’re probably ok with the measures that this deal puts in place. But as President Obama himself said earlier today, the deal is predicated verification rather than trust, and assuming that Iran has nothing that they won’t tell us about appears to me to be a big hole in the deal when you don’t really have a good way of detecting secret facilities. Given that much sanctions relief and embargo relief can expire earlier than the designated eight year period if the IAEA certifies that all nuclear material in Iran remains in peaceful activities, and that the additional requirements on top of this deal imposed by the NPT and the Additional Protocol rely on eternal Iranian compliance, I wouldn’t bet very much money that Iran is going to remain in its nuclear box in perpetuity.
The other big element that I have an issue with is the question of Iran’s conventional weapons and lifting the current arms embargo. It was widely reported in the last couple of days that the deal was stuck on this point, and Obama’s statement today portrayed this as a win since the weapons embargo will last another five year and the ballistic missile ban another eight years. Why this wasn’t set as an absolute red line related to Iran’s non-nuclear behavior is mystifying to me, since it is Iran’s sponsorship of terrorism worldwide, rather than its nuclear program, that create an impetus for a general arms embargo. I understand why the compromises on Arak and Fordow are smart, since they hand Iran a pyrrhic victory by allowing it to save face and claim that it keeps all of its facilities while at the same time rendering those two facilities more or less harmless given the monitoring regime that has been set up for known nuclear sites. The conventional arms and ballistic missiles would have been a red line for me, and that we are essentially denying Iran nuclear weapons – which it would have been highly unlikely to actually use anyway and which are historically defensive weapons – and in return allowing it to arm to the teeth with stuff that it will use to create trouble around the Middle East is worrisome to say the least.
Which brings me to my next point, which is that it is difficult to see how this deal advances conventional peace and stability in the Middle East over the next decade even as it pushes a nuclear Iran farther away. Contra the president’s assumptions, Iran is almost certainly going to use the money in sanctions relief to continue fighting proxy wars in Syria, Iraq, and Yemen, and continuing its general covert war with the Sunni world, not to mention its sponsorship of terrorism against Israeli and Western targets. By all means celebrate a temporary victory on the nuclear front, but the idea that this will bring peace in our time or stability to the Middle East is ridiculous. The impetus for the deal from the administration’s perspective has clearly been a conviction that Iran is changing socially and politically and that the regime cannot go on forever, and that a nuclear deal will empower moderates, create pressure from below for change, etc. This view is hubristic; I know of nobody who can accurately predict with any type of certainty or accuracy whether and when regimes will collapse, or how social trends will impact a deeply authoritarian state’s political trajectory (and yes, Iran is a deeply authoritarian state, liberalizing society and elected parliament or not). Certainly providing the regime with an influx of cash, cooperation on regional issues, and better access to arms is not going to hasten the end of the mullahs’ rule, so much as I find it hard to condemn the deal entirely because of some clear positives on the nuclear issue, I find it just as hard to celebrate this as some clear and celebratory foreign policy victory.
That does not mean that everything on the regional front will be doom and gloom. Think about Iran before sanctions were imposed in 2006. Was Iran considered to be an existential threat to U.S. security? To work security? In a position to be a regional hegemon that was going to imminently dominate the Middle East? Certainly Iran was a real foreign policy problem, but nobody worried that the era of Iranian domination was nigh. This deal basically restores the status quo ante in that regard – with the one very large exception that Iran’s reliable Syrian ally Bashar al-Assad is in a much worse position than he was – and so the question is whether Iran has been so successful under sanctions that the lifting of sanctions is now going to automatically mean a regional apocalypse. My bet is that the answer to this question is that it has not. Israel has obviously been the country most concerned about Iran, and Bibi Netanyahu has not in any way tried to hide his anger over the deal since its conclusion was announced, but in some ways I think this deal actually benefits Israel more than it does the U.S. As I have emphasized, the pure nuclear component is the strongest element here, and so I truly believe that Israel can breathe more easily about a nuclear Iran for at least a decade, which is more than it would be able to do were there no deal at all. If Iran is spending its energies and new conventional capabilities and wealth on propping up Bashar al-Assad, fighting ISIS, reinforcing the Houthis in Yemen, providing security for the government in Iraq, and all of the other things it is doing around the region, then Israel is better off than it would otherwise be. Iranian backing for Hizballah is still an enormous problem that should not be underemphasized, and once the Syrian civil war is over it will primarily be a problem for Israel, but faced with a choice between a nuclear Iran vs. an Iran that can better arm and train Hizballah, most Israeli leaders would choose the latter option, even if it is a terrible one. A nuclear Iran was always a bigger problem for Israel than for the U.S., whereas an Iran that has more conventional capabilities to cause trouble for American allies and harass shipping in the Gulf is a bigger problem for the U.S. than Israel. Obviously these are not mutually exclusive, but to the extent that this deal makes the nuclear aspect less problematic and the regional adventurism more problematic, Israel benefits more. As one might guess, I do not think Israel’s initial reaction to the deal was particularly smart, but I’ll save that for another post later in the week.
The bottom line for me is that there are elements of this deal to like and elements of this deal to detest. Ceteris paribus on the sole question of nuclear weapons in the short term, this is certainly better than no deal, but the problem is that the deal cannot be judged solely on the nuclear question given everything else involved. It is tough for me to see how this agreement permanently prevents proliferation in the region in the long term and I certainly do not think it will transform the Middle East in a markedly good way. Ultimately, the whole thing really hinges on Obama’s bet on the future direction of Iran as opposed to Iranian compliance with the deal’s provisions, and as I have elaborated upon before at some length, I am on the opposite side of the president’s bet.
July 9, 2015 § 5 Comments
I have a piece out in Politico in which I argue that Israel’s tendency to take the most extreme position available on an issue is hurting it in tangible ways. The two areas that I point to – although there are others – are Israel’s influence on the Iran negotiations and Israel’s defense of its actions in Gaza. In both situations, Israel is largely in the right, but this fact gets obscured by the Israeli government setting a bar so high for itself that everything else it says tends to get ignored and it puts itself unnecessarily on the defensive. To my mind, it betrays a sense of Israeli insecurity that shouldn’t actually be there, and I wish that the Israeli government would take a step back and reassess its strategy for dealing with threats of all sorts. Here is the opening of the piece:
With the latest deadline for nuclear talks with Iran looming at the end of the week, we can already predict the biggest loser in the event of a deal: Israel. An agreement along the lines of what has been reported is not what Israel wanted. It was never going to be. But the shortsighted, take-no-prisoners stance of the Israeli government has guaranteed that its concerns got shorter shrift than was absolutely necessary.
Prime Minister Benjamin Netanyahu’s incessant calls to prohibit any Iranian enrichment of uranium—when it was clear very early on that the P5+1 was not going to proceed along such lines—did not serve to set a negotiating baseline. Instead, it ended up marginalizing Israel and created a situation in which the American negotiating team became even more indifferent to Israeli interests. By making what was an unrealistic goal the centerpiece of his opposition strategy rather than focusing on attainable elements, such as thorough inspections or limits on ballistic missiles, Netanyahu damaged his own cause. The perception that he, not Iran, was the unreasonable party marginalized Netanyahu and assured that negotiators would not take anything else he said seriously, irrespective of the underlying truth at the heart of his position, namely that Iran is a bad actor that has spent decades fighting Israel and the West and destabilizing the Middle East.
The arena of Iranian negotiations is not the only one in which Israel’s tendency to take an extreme position has obscured the justice of an underlying issue. While Iran is the threat that looms largest in the eyes of the Netanyahu government, another major one is diplomatic isolation, a multi-tentacled menace that requires a coordinated response if Israel is to defeat it. The danger is embodied by the Boycott, Divestment and Sanctions movement, which seeks to isolate Israel economically and culturally, but the larger risk lies with a growing perception among mass audiences that Israel deserves extra opprobrium for actions that are depicted as extraordinarily beyond the pale. Recognizing the danger of this development, the Israeli government has attacked it with guns blazing, but often in a way that leads to Israel shooting itself in the foot.
Read the rest at: http://www.politico.com/magazine/story/2015/07/iran-deal-israel-119852.html#ixzz3fOuJ1tTW
March 4, 2015 § 11 Comments
I doubt there’s anyone reading this who didn’t watch (or at least read the transcript of) Bibi Netanyahu’s speech themselves yesterday, and everyone has their own well-informed opinions by now so I don’t feel the need to comment too extensively. I did want to flag just a few things though that I found interesting or significant.
1. Coming into the speech, the conventional wisdom on the right was that Netanyahu was going to inform Congress and the world of all the worrisome details in the emerging Iran nuclear deal that the administration has been withholding, and the conventional wisdom on the left was that Netanyahu was going to bash the administration and argue that nothing short of military action will halt Iran’s inevitable march to a bomb. Netanyahu actually did neither of those things, and I found his speech to be relatively tame. As I expected (which you know if you were following me on Twitter yesterday morning), he was conciliatory toward Obama and the Democrats and clearly realized that there was no further benefit to stoking the fire, and he didn’t say anything new in his speech that he hasn’t said before. I found the first half that catalogued Iran’s various sins somewhat unnecessary, as nobody to be taken seriously is arguing that Iran is a positive actor or a force for good in the world, but I also happen to agree with Bibi’s characterization of Iran as a revisionist state engaged in all sorts of unsavory and troublesome behavior around the world, so perhaps there are some who needed the reminder. I do not think that he hit a home run as nothing he said will convince anyone on the fence to change their views, but I also do not think that he struck out since predictions of a confrontational, bombastic, offensive Netanyahu were wrong.
2. I wrote yesterday that I was listening for a viable alternative to the administration’s current approach, and Netanyahu did not offer that exactly. His prescription was to negotiate a better deal, but the details of how one goes about doing that were non-existent. Is it replacing John Kerry and Wendy Sherman with negotiators more inclined to yell and throw a chair or two? Is it passing a sanctions bill now, before negotiations have concluded, to put more pressure on the Iranian side? Is it to pull out of negotiations unless Iran drops any demands that cross certain red lines, like a sunset clause (which if I were negotiating things on the U.S. side would be a deal breaker for me)? Natan Sachs makes a great point in Ha’aretz, which is that trying to torpedo this deal before things have run their course makes it much likelier that the administration will rush to sign an agreement even if it isn’t an ideal one, and that is obviously a very suboptimal outcome. I wish Netanyahu had been specific about how he thinks a better deal can be achieved, since it’s very easy to tear something down but far harder to do so constructively.
3. While I don’t think the speech will move the needle at all in terms of whether individual congressmen are in favor or opposed to talks, more sanctions, etc. I think it’s likely to have motivated more members to approve the Menendez-Corker bill in the works that will require congressional approval of any agreement. This is a good development, not a bad one. Even leaving aside that the executive branch has steadily gobbled up more and more power for decades and destroyed nearly any balance between the branches – a development sorely in need of a corrective – tacking on explicit legislative approval creates the two-level game that is required to get the better deal that Netanyahu believes is out there. If Obama or Kerry can turn to the Iranians and make the case that there are certain elements that simply will not pass Congress and that including those elements will scuttle any negotiated deal, it gives them more leverage in the negotiations since it convincingly self-binds them within a demarcated framework of what is and is not acceptable. It lets the U.S. negotiating team play good cop to Congress’s bad cop, and it can only create a better outcome for the U.S. side (assuming that Iran is serious about negotiating).
4. Far and away the most significant element to the speech is not anything that Netanyahu said, but what he left out, and I am baffled as to why this hasn’t been picked up on more widely. For the first time in awhile, Netanyahu did not insist on his oft-repeated demand that Iran be left with zero enrichment capability, and I assume that this was intentional. If Netanyahu is resigned to a deal happening and wants to make sure that it is one that Israel can live with, dropping the zero enrichment demand is the biggest and most important concession he can make since it creates a space that allows U.S. expectations and Israeli expectations to overlap, not to mention the fact that zero enrichment was a fantasy that was simply never going to happen. So long as Netanyahu was demanding no enrichment at any level, there was not going to be an outcome that he could live with. The fact that he did not repeat it suggests to me that he is taking a more realistic and more reasonable view of things, particularly since low level enrichment was always a red herring – the only number that matters is 20% and higher for breakout purposes – and for the first time, he is actually helping a deal along. I give him lots of credit for this, and I don’t particularly care whether he did it because he realized that demanding zero enrichment made no sense from a technical perspective or whether he did it because he realized that it was just not a realistic demand and hence decided to be pragmatic about things. Either way, people should take this for the positive development that it is, and hope that the aftermath of this speech is that it has created the necessary space for a better deal by enlarging the part of the Venn diagram where the U.S. and Israel overlap.
March 3, 2015 § Leave a comment
This morning’s Bibi Netanyahu speech to Congress is must-see tv if for no other reason than to observe the culmination of all the histrionics of the past month, but there is also one key thing in my view to keep an eye out for. Netanyahu’s goal is to make the case that the Obama administration is moving down a dangerous path with the Iran nuclear negotiations (although there are signs today that Iran may be looking for excuses not to sign a deal anyway) since allowing Iran to retain any nuclear capability or the ability to enrich uranium means that a nuclear breakout is inevitable, and that the world cannot and should not tolerate a nuclear Iran. We know that Netanyahu believes that a nuclear deal will not avert this result, and that it may even hasten it by confirming Iran’s right to enrich uranium and easing sanctions that make it harder for Iran to build a bomb, but we haven’t yet heard from him what his alternative is. I agree that a nuclear Iran is a terrible outcome, and a deal with a sunset clause that imposes no restrictions on Iran past the cessation of an agreement in the hopes that a new government will be lodged in Tehran is dangerously naive, but the alternatives bandied about do not accomplish the stated goal either. I’ve written about why I think the right deal is the best shot for preventing an Iranian bomb, but for those who disagree, I haven’t yet heard a convincing argument about what should happen instead.
If negotiations break down or Iran rejects a deal, then the options left are a) do nothing; b) impose harsher sanctions and wait for Iran to come back to the table or for the regime to fall; or c) bomb Iran’s nuclear facilities and/or wage a wider air and ground campaign. The first option of doing nothing may end up what happens given the difficulty of rallying already-reluctant countries for a different and more confrontational course of action, and this would certainly be a disaster, as it would allow Iran to proceed with its nuclear program uninhibited. The third option – military action – is also not going to prevent a bomb. Destroying Iranian nuclear facilities is a band-aid rather a permanent solution as they can – and will – easily be rebuilt, and it would unquestionably harden Iranian resolve to put facilities underground and go full out for a bomb as quickly as possible on the logic that the only way to deter future attacks is to become a nuclear power. There is very little chance that it will make Iran rethink its desire to gain weaponized nuclear capability, and unless the U.S., Israel, or some broader coalition is willing to make bombing runs every two years like clockwork, I can think of no more reliable way to ensure an Iranian bomb in the future. This is without even mentioning that sustained military action against Iran every few years would cause an inconceivable mess to U.S. interests and power in Iraq, Afghanistan, Yemen, Syria…the list goes on. As for the option of reenacting the Gulf War but this time in Iran, that is a pipe dream and will never happen; there’s no political support for it and even less military support for it.
This leaves the option that I think most deal opponents have in mind, which is harsher sanctions in an effort to get Iran to either voluntarily stop its program, force Iran into coming back to the negotiating table with a more conciliatory stance, or bring down the regime. While this sounds great in theory, I don’t see how to realistically connect the dots and turn this from theory into reality. Harsher sanctions are more likely to have the same effect as a limited bombing run given that Iran has abided by the interim deal so far according to all of the available evidence, and following up its compliance with an interim deal by imposing harsher sanctions will lead to the logical conclusion on the Iranians’ part that the only way to break the impasse is not through more concessions – as doing so may lead to yet more sanctions based on recent history – but to dash for a bomb. In other words, Iran is going to look at its expected payoffs and reasonably conclude that surviving sanctions and going nuclear yields a more certain benefit than making more concessions. Again, this may be satisfying to the U.S. and Israel in the interim as Iran’s economy crumbles even more, but it won’t achieve the ultimate outcome of preventing a nuclear Iran. The other big problem is that harsher sanctions only work with a buy-in from Europe, Russia, and China, and if the perception is that the U.S. is the unreasonable party, then a more crippling sanctions regime will be an impossible sell. This is why I still think a deal – and a good deal, rather than any deal – has to be pursued, and I don’t see that the other options on the table actually accomplish the ultimate goal.
So this is all a long way of saying that if Netanyahu gets up before Congress in an hour and gives a stemwinder trashing the deal – which I expect him to do – but does not then move to the necessary coda, which is what should come in place of a deal and what plausible and enactable ideas he has to prevent a nuclear Iran, then he will not have accomplished his objectives. It isn’t enough to say what you don’t like if you have no solution for what to do instead. There’s no question that an Iranian bomb is a disastrous outcome; there’s no question that reports about the status of the negotiations are worrisome. A serious speech from Netanyahu will suggest a way forward that is more to his liking rather than offering up a hope and a prayer.