The Other Dark Side Of Energy Independence
May 1, 2013 § 7 Comments
Ben Alter (who has done yeoman’s work editing the last couple of pieces I’ve written for Foreign Affairs) and Ed Fishman wrote an insightful op-ed for the New York Times this past Sunday in which they argued that American energy independence – which may be a reality by the end of the next decade – will have a downside too, which is that it will lead to massive destabilization in states that rely on high global energy prices. States like Russia, Saudi Arabia, and Bahrain depend on revenues from oil and natural gas to maintain to dole out patronage and co-opt the opposition, but the introduction of U.S. shale gas into the global marketplace will lower energy prices worldwide, and Alter and Fishman argue that it will create domestic unrest and even regime change in petrostates, which will in turn put shipping lanes in harm’s way, endanger counterterrorism cooperation and efforts to deal with Iran between the U.S. and Arab Gulf monarchies, and force Russia into a more aggressive and territorial foreign policy. The upshot here is that energy independence will not allow the U.S. to withdraw from the world as it is no longer dependent on Middle Eastern oil producing states, but rather the U.S. will still have to act as the liberal hegemon guaranteeing the safety of global trade, maintaining great power stability, and working to spread democracy so that the international system remains relatively stable.
Writing in Forbes in response, Christopher Helman says that Alter and Fishman baked a faulty assumption into their argument since the price of oil will never get as low as $50 a barrel (and he accuses them of taking liberties with the report that they presumably cite), and that even if the global price did hit that floor, it wouldn’t remain there as unrest in petrostates would cause global prices to skyrocket once more. Another scenario is that OPEC states would cut their production in order to inflate prices back up to $90-$100 per barrel in order to maintain their current levels of government spending. While this criticism may be accurate, Helman is misreading the important takeaway from Alter and Fishman’s piece, which is that there are unintended consequences that emanate from even what appear to be the rosiest of scenarios. In short, U.S. energy independence and lower energy prices will be a great development for the U.S. in many respects, but it will also create a host of negative externalities that will require the U.S. to stay on its toes.
While reading the Alter/Fishman piece, I couldn’t help but think about how their argument applies to Iran and the question of whether a nuclear arms race in the Middle East will ensue should Iran achieve nuclear status. There is a wide-ranging debate over whether this scenario is a realistic one, with no less than President Obama (and thus presumably the CIA and other U.S. intelligence agencies) warning that a nuclear Iran will set off a regional nuclear arms race, and analysts such as my close friend Steven Cook arguing that nuclear dominoes will not fall in the Middle East as Turkey, Egypt, and Saudi Arabia either don’t have the scientific capability and infrastructure or the cash on hand to build their own bombs. I do not claim to have any expertise in this area at all, and Steven certainly knows his stuff, but let’s assume for a moment that of these three candidates, Saudi Arabia could conceivably go nuclear given that the Saudis have the cash to buy the technology and build the infrastructure they would need in a hurry. Let’s also assume that Alter and Fishman’s predictions unfold, and U.S. energy independence destabilizes Saudi Arabia in fifteen years and leads to the fall of the ruling family and the government. Isn’t this in many ways the ultimate nightmare scenario – not that the current governments in the Middle East will become nuclear powers, but that whomever or whatever replaces them will be nuclear powers?
Anyone who knows anything about U.S. foreign and defense policy knows that the most pressing problem facing the U.S. right now is not the rise of China or the fight against al-Qaida. It is the possibility that the Pakistani government will fall and that Pakistan’s nuclear weapons will be taken over by extremists. Only slightly less worrisome is that the lax command and control structure that exists for Pakistan’s nuclear stockpile – and for those who don’t pay close attention to these things, it turns out that the Pakistani government moves its nukes in and out of traffic in barely guarded civilian vans so that we won’t steal them – will lead to a nuke being stolen or even accidentally launched. This is the reason that the U.S. keeps on propping up the Pakistani government and throwing money into a Pakistani black hole despite mountains of evidence that Pakistan is not our ally and actually works to undermine the U.S. in Afghanistan and other places.
Now let’s replicate this situation in Iran, or Saudi Arabia, or any other slightly shaky Middle Eastern state that may be inclined to try and acquire nuclear weapons in response to Iran, and that later falls due to the instability unleashed by the Arab Spring or the instability unleashed by falling oil prices. Or imagine the nightmare that we would be dealing with right now in Syria if Israel had not bombed the Syrian reactor a few years ago and Syria had somehow made a successful mad dash for a nuke, and that instead of worrying about missing Syrian chemical weapons, we were worrying about missing Syrian nuclear weapons. I am not someone who worries about the current Iranian regime actually using a nuke should it develop the capability to build one – although I do worry about the cascade effects of Iran having the bomb and thus making its support for international terrorism and groups like Hizballah largely untouchable – but I certainly worry enormously about what would happen to an Iranian nuke in the chaos following the current regime falling, or a Saudi nuke in the chaos of the monarchy falling. Maybe I have missed the conversation on this issue, which would be understandable since I am not a nuclear policy person, but shouldn’t the conversation surrounding Iran and its nuclear program be a little more focused on the Pakistanization of this problem in a regional context when energy prices fall rather than solely on whether the Iranian regime can be trusted not to nuke Tel Aviv?
The National Security Impact Of The Likud Primary
November 27, 2012 § 3 Comments
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.
The Big Picture In Gaza
November 19, 2012 § 7 Comments
Since my focus last week was mostly on the particulars of the fighting between Israel and Hamas, I thought I’d try and take a step back and look at some of the larger issues at play here, both present and future. Today’s post is really three condensed into one, and I might expand on some or all of these at length later this week, but it is useful for me to think out loud a bit here and assess what I have been right about, what I have been wrong about, and try and figure out where this whole thing will lead.
First up is Turkey. I noted Turkey’s initial silence over Operation Pillar of Cloud last week, and argued that we should expect to see a tempered response from Turkey and one that is driven by Egypt more than anything else going forward. It looks like one of those predictions was correct, and it wasn’t the one about a tempered response. It took him a couple of days, but Prime Minister Erdoğan opened up on Israel with both barrels on Friday, calling Israel barbaric, accusing Prime Minister Netanyahu of bombing Gaza for “fabricated reasons,” and bringing back his old charge that Israel knows how to kill children very well. As I wrote last week, I expected a Turkish response but I thought it would be a quieter one. I think my analysis was actually correct – and let me reiterate that it took Erdoğan two days to say a thing, which is as out of character as it gets – but what I wasn’t thinking about was that at some point Erdoğan was going to feel the need to respond in a forceful way. Domestic politics and Turkey’s past statements on Israel weren’t going to let Erdoğan just sit this out, and I was too focused on the immediate short term rather than on the pressures that were going to build up the longer this went on. Nevertheless, Erdoğan so far has been deferring to Morsi and the Egyptians, and is sending Ahmet Davutoğlu to Gaza on Tuesday (in contrast to Morsi sending Egyptian PM Hesham Qandil last Friday) with a group of Arab foreign ministers. The point is that despite Erdoğan’s verbal bombast, which I should have anticipated, Turkey is not at all out front on this but is content to be following the crowd, and that is significant.
Next topic is what this whole mess does to the prospects of a strike on Iranian nuclear facilities. I have argued for awhile that opposition from the cabinet, the IDF, and the Israeli public meant that a strike on Iran was not going to happen. I think this might now change for two reasons. First, the rockets from Gaza underscore the threat of missile attacks on Israel, and this is only enhanced by the fact that Hamas has obviously been supplied by Iran with Fajr-5 missiles capable of hitting Tel Aviv. If Iran is giving Fajr-5 missiles to Hamas, many Israelis are going to ask themselves whether the assumption that Iran would never supply Hamas with a nuclear missile is perhaps wishful thinking. It was much easier to not feel it necessary to launch a preemptive strike on Iran when there weren’t Iranian missiles being launched at Israeli cities, and my hunch is that the Iranian component to this is going to make Israelis more hawkish on the subject and think about how crowding in stairwells and bomb shelters is one thing for poorly made rockets and a whole different can of worms for Iranian nuclear missiles. Second, when it comes to the security cabinet and the IDF top brass in particular, the reporting on the subject has left the distinct impression that many of the generals and perhaps Ehud Barak as well believe that Iran is rational in the sense of being deterrable and that Iran would never nuke Israel. The problem now is that Hamas is being pounded by the IDF and from a rational deterrence perspective should have ceased firing rockets long ago, but clearly hasn’t got that message. The people who argue that extreme anti-Israel Islamist groups, irrespective of whether they are Sunni Palestinian nationalists or Shia Islamic revolutionaries, are irrational now have a pretty big datapoint in their favor and will be making their argument loudly and often, and I’d think this will have some effect on the upper echelons of the Israeli security establishment. My own view is that there are significant differences between Hamas and Iran that make a parallel comparison inapt, but the point is not what I think but what many Israelis will think after having gone through the experience of air raid sirens and rockets in Tel Aviv and Jerusalem. Don’t be surprised to see public opinion polls on a unilateral Israeli strike shift in the months ahead.
Saving the most important point for last, there is the question of what Israel hopes to gain long term from the current war with Hamas. The Israelis talk a lot about reestablishing deterrence, although it is certainly an open question whether deterrence in this case is long gone. Jeffrey Goldberg asked on Friday what Israel’s long term strategy is here and argued that there is no way out militarily and that the only viable path is for Israel to demonstrate that it is serious about a two state solution. As it happens, I agree with this completely, but I also recognize that plenty of people find this argument to be naive. After all, Israel has withdrawn from Lebanon and from Gaza, and been met both times with rockets from Hizballah and Hamas. Furthermore, Hamas’s stated goal is not a two state solution but the elimination of Israel, and thus settlements are really ancillary to the picture when it comes to Hamas. These are facts that are tough to get around, particularly in one blog post, so let me reframe this another way. In the last four decades, Israel went from dealing mainly with plane hijackings and stone throwing, to suicide bombs on buses and in pizzerias and hotels, to a constant stream of hundreds of rockets a year on southern Israel and now on Tel Aviv and Jerusalem as well. Over that same period, Israel went from dealing with a stateless and non-governmental Palestine Liberation Organization to a quasi-governmental Palestinian Authority with autonomy over certain areas of the West Bank to a terrorist Hamas controlling Gaza in its entirety, and despite the current military operation Israel is desperately hoping that Hamas does not fall because it is viewed as far more pragmatic than the other fanatical Islamist groups operating in Gaza. Despite Israel’s massive military advantage, by any measure this is not a track record of long term success. It is rather a record of abysmal and abject failure. As awful as Hamas and rocket attacks are, the thrust of recent history suggests that whatever comes next will be that much worse. A new approach is needed that focuses on a political solution rather than a military one and anyone arguing otherwise is being willfully blind to the limits of what the IDF can reasonably accomplish.
What Does Obama’s Win Mean For Bibi?
November 7, 2012 § 5 Comments
As it became clear last night that President Obama was headed for an easy victory, a bunch of people on my twitter feed began speculating – or more accurately, making jokes – about what this would mean for Bibi Netanyahu. The joking actually turned into a serious conversation about whether Obama will somehow punish Netanyahu for his perceived support of Romney and clashes with the president, with some going so far as to speculate that he will tell Netanyahu that no help on Iran is forthcoming. It seems that Netanyahu is worried himself, as he is already clamping down on Likud members who are expressing negative reactions to Obama’s reelection out of fear that it will damage his standing with the White House even further.
Despite what is obviously not a great relationship between the two men, I don’t quite see how Obama’s reelection is going to have much of a negative effect on Netanyahu or the U.S.-Israel relationship at large. This is true for a few reasons. First, as Steven Cook persuasively argued last month, the relationship is institutionalized to the point that personal animosity between the countries’ leaders is not going to have much of an effect, if any. Let’s assume that Obama decides this morning that he wants to put the screws on Netanyahu – what precisely is he going to do? Aid to Israel is controlled by Congress, the joint military and intelligence cooperation is so deeply ingrained that it would take a long time to reverse, and there are deep ties between the two countries at all levels of government, business, and society. There are smaller things that Obama could do on the margins, but the immediate consequences are close to zero.
Second, and I cannot stress this enough, if you think that the myriad of ways in which Obama supported Israel during his first term was just a feint to win an election, then you are falling victim to the same delusion that said Nate Silver and all of the polls predicting an Obama win were deliberately skewing the evidence. Quite simply, there is absolutely nothing to suggest that all of a sudden funding for Iron Dome, joint military exercises, vetoing of anti-Israel UN resolutions, and other similar actions are going to stop now that Obama doesn’t have to worry about senior citizens’ votes in Florida. I will bet any amount of money that there is no drop-off in the administration’s support of Israel in the security and diplomatic spheres, and the folks who think otherwise have a large burden of proof to overcome that cannot be swept away merely by shouting “but he didn’t visit Israel” or “he left Netanyahu waiting while he ate dinner with his family.”
Third, Obama is not very popular among Israelis, and so even if he wanted to punish Netanyahu by trying to interfere in the Israeli election, it just wouldn’t work. Bill Clinton might have been able to sway Israelis when he was president, but Obama does not have the popularity, credibility, or familiarity with Israeli voters to pull of such a move. The fact that Obama was reelected is not going to factor into Israelis’ calculations when they go to the polls, as Brent Sasley helpfully pointed out previously. The idea that Netanyahu now has to be running scared because his hopes to have Romney elected did not pan out is a pretty flimsy one.
Finally, the suggestion that Obama is now going to tell Netanyahu that the U.S. has no interest in confronting Iran makes little sense to me based on previous U.S. actions and Obama’s long record of statements indicating that he views an Iranian nuclear bomb as a real problem. Aside from Stuxnet, crippling sanctions, and an increased carrier presence in the Gulf, Obama has made clear that preventing nuclear proliferation is perhaps the foreign policy issue that he holds most dear. The disagreement between he and Netanyahu over the red line of nuclear capability vs. nuclear weapons is still going to be there, but Obama has held firm to his own timeline so far and he is not going to now somehow make it even more firm because he has been reelected. The bottom line here is that Obama is worried about an Iranian nuclear weapon as well, and he is not going to drop his concerns just because he and Netanyahu do not get along very well.
P.S. For another argument on why the Obama revenge meme is an ill-informed one that focuses on different variables than mine, check out Peter Beinart this morning.
I Don’t Think This Is About Iran, Redux
October 26, 2012 § 1 Comment
Building on my initial reaction yesterday to the new Likud Beiteinu party created by Bibi Netanyahu and Avigdor Lieberman, I have one more important point to add about why I think this deal happened. It seems to me that this was about domestic politics, plain and simple. Netanyahu was nervous about polls showing Likud’s vote share slipping and Labor’s rising, and Lieberman wanted to position himself to head his former party and not have Yisrael Beiteinu suffer the fate of so many other parties like Shinui or what is about to happen to Kadima. This way the two men were able to create the perception of a strong rightwing party that will be able to withstand any challengers and give an air of inevitability to Netanyahu remaining as prime minister and Likud Beiteinu creating the next governing coalition.
Aluf Benn thinks that something else is at work though, which is the creation of a war cabinet to strike Iran. He writes, “The merger with Avigdor Lieberman’s Yisrael Beiteinu party will dissolve any domestic opposition to the war, since after the election, Netanyahu will be able to argue that he received a mandate from the people to act as he sees fit. Ministers and top defense officials will have a hard time arguing with him. From now on, only American opposition is liable to delay, or even prevent, a command to the Israel Air Force to take off for Iran.” He adds that Ehud Barak, Benny Begin, and Dan Meridor will be marginalized or pushed out completely and that Lieberman will push the cabinet into radical foreign policy positions that Netanyahu will no longer be able to disavow.
This analysis is plausible on its face, but I think there are a few problems with it. First, it’s not enough to just declare absent compelling evidence that every move Netanyahu makes is with the intent of striking Iran. Plenty of people said the same thing when Netanyahu made the deal with Kadima despite the fact that Mofaz had been on record as opposing a strike, and obviously the short-lived unity government did not make any moves on the Iran front. Bibi’s obsession with Iran is well documented, but he has other concerns as well, such as political survival and consolidating his position, and this seems so clearly aimed at doing just those things that I don’t see why the simplest explanation here is not the right one.
Second, looking at what Benn actually argues, I don’t think it is correct to assert de novo that this gives Netanyahu a mandate for anything. For that to occur, the new LB party has to win an unusually large number of seats and Netanyahu has to campaign specifically and primarily on the Iran issue. Netanyahu is probably counting on about 45 seats, which is roughly what you get from adding up where Likud and YB were in public opinion polls, but I think there is a significant chance that the number is less than that. Lieberman is a polarizing figure, to say the least, and he could easily scare away some Mizrachi and more religious Likud voters. It is also possible that Russian YB voters who were mainly voting for the party based on its advocacy for Russian olim will be disenchanted and feel that Lieberman has sold out their core interest in the pursuit of greater personal power. If that happens, then Netanyahu’s alleged mandate is not going to be quite as strong as Benn predicts, and I don’t quite understand why ministers and generals would have a hard time opposing him. Even if he does get 45 seats, that doesn’t seem like it will all of a sudden cow Likud members like Meridor, Begin, and Bogie Ya’alon into reversing their positions, or convince the IDF leadership that their reservations on Iran have been wrong.
Third, there is the fact that, like Mofaz before him, Lieberman is not necessarily an Iran hawk. The reports are that he originally opposed a strike and was then convinced to change his position, but it’s obviously not on the top of his agenda. Lieberman cares much more about undermining the Palestinan Authority and taking a hard line on peace process issues and territorial concessions, so if there is any foreign affairs implication from yesterday’s announcement, it is that the two state solution is now even more endangered. Lieberman is going to take many radical positions; of that I have no doubt. The question is whether those positions will have anything to do with Iran, and I’m not sure that they will. He may support a strike, but he is not going to be strongly and constantly advocating one. The math in the security cabinet does not change substantially unless Begin, Meridor, and Ya’alon are all excised. One also must consider who the rest of the coalition is going to include, since 45 seats still means that Netanyahu is going to have to rope in Shas, where Eli Yishai is opposed to a strike, or one of the center or left parties, and Tzipi Livni, Yair Lapid, and Shelley Yachimovich are certainly not guaranteed to vote the way Netanyahu wants on Iran.
In looking at yesterday’s merger, does it strengthen Netanyahu’s hand by giving him a larger number of seats? Yup, it does. But he still has to contend with opposition in Likud, opposition in the IDF, opposition from other potential coalition partners, and opposition from the public. In short, aside from making generalizations about the prime minister’s increased clout and murky electoral mandates, I don’t see how this makes a strike on Iran a foregone conclusion by any means.
Mr. Netanyahu Goes To Turtle Bay
September 28, 2012 § 4 Comments
Bibi Netanyahu gave a widely covered and dissected speech to the United Nations General Assembly yesterday in which the main takeaway seems to be that he watched a lot of Warner Brothers cartoons during his time as a teenager living in the U.S. Brent Sasley and Jeffrey Goldberg both weighed in on what Netanyahu was trying to accomplish, and Ali Gharib pointed out that Bibi actually made a mistake with his cartoon bomb, so I don’t need to rehash what others have already eloquently written. Instead I’d like to pick up on a theme that Robert Wright captured, which is that Netanyahu essentially conceded that Israel will not be bombing Iran any time soon. As regular O&Z readers know, I have thought for months that an Israeli strike is unlikely to happen, and so now that the conventional wisdom has caught up with me, it is worth rehashing why most people thought that an attack was going to happen during the summer or fall.
The thinking in the DC foreign policy community on an Israeli strike has largely been shaped by the notion that the decision to attack lies with Netanyahu and Ehud Barak, and so the speculation over whether Israel was on the brink of striking Iran’s nuclear facilities broke down into two camps. On one side are those who believe that Netanyahu and Barak are deadly serious about a strike. They view Israeli saber rattling as an effort to prepare the Israeli public for war and think that the reportedly reluctant Israeli military and political leadership will line up behind the prime minister and the defense minister once they decide to order military action. On the other side are those who believe that Netanyahu and Barak are engaged in an elaborate bluff designed to either pressure Iran into ceasing its uranium enrichment program or to convince the United States to handle the job of taking out the Iranian nuclear program. Israeli chatter about the looming threat from Iran is aimed at creating conditions under which the U.S. feels it has no choice but to do everything possible to prevent an Iranian nuclear weapon and convincing the Europeans to back harsher sanctions on Iran. In this reading of the situation, the rest of the Israeli military and political leadership do not matter because Netanyahu and Barak are only interested in creating the perception that they are going to attack.
The question then of what Israel is going to do turns on Netanyahu and Barak’s true mindset; if they are serious about attacking they will attack, and if they are bluffing they won’t. It is a very simple dynamic, leading to an entire cottage industry designed to ascertain what precisely the two men’s intentions are, with an increasing focus on Barak – or, per his feeble attempt at anonymity, the “decision maker” – as the key figure. In this increasingly accepted view, there are only two possibilities and two outcomes, and the only people who matter are the Netanyahu-Barak tandem.
What this discussion has entirely missed, however, is that there is a plausible third outcome, which is that Netanyahu and Barak are dead set on launching a military operation against Iranian nuclear sites but that such an operation will not occur. People have discounted this possibility because they either misread the way in which national security decision making takes place in Israel or discount the Israeli political climate.
Netanyahu and Barak are not the only people who matter in this decision. When an American president wants to go to war, he generally gets his way irrespective of what his cabinet or generals want to do, with the Iraq War a good demonstration of how the president is truly The Decider. In contrast, Netanyahu and Barak will not be able to launch a strike on Iran without the near unanimous consent of the inner security cabinet and the larger political-security cabinet, and such authorization is not assured. Four of the nine members of the smaller group are currently believed to be opposed to a strike, and the fact that Netanyahu briefed Rav Ovadia Yosef in order to flip Eli Yishai’s support speaks volumes about Netanyahu and Barak’s power to order an attack against other ministers’ wishes.
There are also important constraints on Netanyahu and Barak’s decision making. Israeli public opinion does not favor a unilateral Israeli strike, the home front is woefully unprepared for retaliation from Iran or Hizballah, a myriad of current and former IDF and intelligence officials believe an attack is a bad idea at this point, and the specter of the Winograd Commission – which blasted former prime minister Ehud Olmert and the IDF chiefs for the 2006 war in Lebanon – hangs over everything. All of this is particularly salient given Netanyahu’s historical risk aversion when it comes to ordering military operations of any sort, compounded by the fact that this is an operation whose chances of success are seen to be limited to delaying Iran’s nuclear program rather than ending it and might end up with thousands of Israeli civilian casualties as retaliation. That the Obama administration is also opposed to an Israeli strike is an enormous constraint on Netanyahu given Israeli reliance on U.S. munitions and aid.
In the aftermath of yesterday’s speech, there is a rush of commentary focusing on the fact that Obama looks increasingly likely to be elected and so Netanyahu feels like he needs to back off and not risk angering the White House any further. I am sure that is part of what is going on, but this narrative implies that Netanyahu would have ordered a strike by now if Romney were ahead in the polls. I think that is wrong, and misses the fact that there is lots going on here on the Israeli side and that the U.S. is only one of many variables in this equation, and perhaps not even the most important one. If the focus is exclusively on the argument that U.S. pressure has sufficiently convinced Netanyahu to change his plans, then analysts are guaranteed to get it wrong again in the months or years ahead when trying to figure out what Israel is going to do.
Netanyahu’s Outburst Is Not About The Presidential Campaign
September 13, 2012 § 5 Comments
We Americans have a tendency to look at situations and think that they revolve around us. The best recent example of this has been the debate over America’s role in the Arab Spring (or Arab Awakening, Islamist Winter, or whatever other term people are using these days) and the view that the U.S. was somehow the decisive actor in determining whether or not regimes fell. We can debate all day whether President Obama was right to withdraw support for Hosni Mubarak – and I for one firmly think that he was – but there is simply no question that Mubarak would have fallen anyway even if the U.S. had backed him to the hilt. The revolution in Egypt was not about us, nor did we have the ability or wherewithal to control it. Yet this idea persists that “we needed to back our allies” and that Mubarak would still be the modern day pharaoh of Cairo had we wanted him to stay put, all stemming from this mistaken paradigm that insists on seeing all world events as revolving around the U.S. In many, if not most, instances, political events overseas have little to do with the U.S. in more than a tangential manner, and even when they do involve the U.S., it is in an indirect way.
This brings me to the latest dustup between Obama and Bibi Netanyahu, which began when Netanyahu responded to Hillary Clinton’s statement that the U.S. did not see a need to issue any red lines over Iran by saying, “Those in the international community who refuse to put red lines before Iran don’t have a moral right to place a red light before Israel.” This was of course a direct reference to the U.S. and set off all sorts of reverberations, beginning with Israel letting it be known that the White House had rejected a request for a meeting between the two leaders, Obama and Netanyahu speaking on the phone for an hour late Tuesday night, and Senator Barbara Boxer releasing an astonishing letter that she sent to Netanyahu in which she wrote, “Your remarks are utterly contrary to the extraordinary United States-Israel alliance, evidenced by President Obama’s record and the record of Congress,” and “I am stunned by the remarks that you made this week regarding U.S. support for Israel. Are you suggesting that the United States is not Israel’s closest ally and does not stand by Israel?”
The fireworks between the two countries were immediately interpreted as Netanyahu’s attempt to leverage the U.S. presidential campaign season against Obama. The very first sentence of the New York Times story on the affair is “Prime Minister Benjamin Netanyahu of Israel inserted himself into the most contentious foreign policy issue of the American presidential campaign on Tuesday, criticizing the Obama administration for refusing to set clear ‘red lines’ on Iran’s nuclear progress that would prompt the United States to undertake a military strike.” New Yorker editor David Remnick wrote, “Now Netanyahu seems determined, more than ever, to alienate the President of the United States and, as an ally of Mitt Romney’s campaign, to make himself a factor in the 2012 election—one no less pivotal than the most super Super PAC.” The conventional wisdom is that Netanyahu’s statement lashing out at the administration over the lack of red lines on Iran is an attempt to force Obama’s hand before the election or to create enough problems for Obama with pro-Israel voters and groups that it will swing the election to Romney. In short, Andrew Sullivan’s most dire prediction come to life.
The focus on the presidential campaign is a misreading of what is actually going on here that stems from the American pathology I laid out at the top of this post. Netanyahu’s harsh words are not aimed at the presidential race but are a result of what I imagine to be his deep and maddening frustration that he cannot force an Israeli strike on Iran. The point of Netanyahu’s verbal barrage is not to sabotage Obama or influence the 2012 vote for president, and in fact is only directed at the U.S. because he has already emptied his chamber on Israeli leaders opposed to a strike and cannot publicly criticize the person – Ehud Barak – with whom he is actually frustrated. Barak has reportedly changed his mind about the wisdom of an Israeli strike because he has come to realize what it will mean for U.S.-Israel relations, and without Barak on board any hopes Netanyahu has of taking out Iranian nuclear facilities are completely dashed. Netanyahu cannot go after Barak, however, since he cannot afford to alienate him or to let everyone know that the two men are no longer of one mind on this issue, and so he is reduced to directing his intemperate words at the U.S. and the Obama administration as the indirect causes of his current anger. Netanyahu’s outburst is not about the presidential campaign or presidential politics, but about what he views as an Israeli national security imperative that is being stymied by an array of forces. The fact that this is campaign season in the U.S. is only incidental, since Netanyahu would have issued a similar statement at the beginning or middle of a presidential term. His prism is an Israeli one, not an American one, and his focus is on Iran rather than on U.S. politics. Believe it or not, Israel has other concerns aside from the Obama-Romney contest. Yes, what is going on in the U.S. obviously impacts this entire issue, but the notion that what Bibi said yesterday is about the presidential campaign here is just the latest data point for the case that knowledge of Israeli politics on this side of the ocean remains poor.
