A Primer on Building Beyond the Green Line

July 7, 2016 § 2 Comments

Israel announced its plans this week for new construction in a number of different places in the West Bank and East Jerusalem, and the variety of locations provides a great primer for why I think that not all settlements should be treated equally. Whenever Israel announces that it is constructing new units across the Green Line, it is instinctively condemned, but this is not always the most productive approach. There is no question that settlements are a large problem that cannot and should not be brushed aside as if they are ancillary to the difficulty in resolving the Israeli-Palestinian conflict. There is also no question that the problem that the settlements present has grown exponentially as a direct result of purposeful Israeli policy to move as many Jews into the West Bank as possible. I do not give the Israeli government a free pass on this issue nor do I justify the activity after the fact, and look no further for why the Palestinians are so rightly distrustful of Israel constantly seeking to establish facts on the ground. Nevertheless, while I wish that we were not at this point, it does not change the fact that some settlements are a lot worse than others. Looking at the most recent announcements demonstrates precisely why.

Following the horrific terrorist attacks last week in Kiryat Arba and Route 60, Prime Minister Netanyahu and Defense Minister Lieberman approved a tender for 42 new homes in Kiryat Arba, intended partly to signal that terrorism against Israelis in the West Bank will never drive them out. Netanyahu and Lieberman also approved plans for 560 new units in Ma’ale Adumim, and 140 and 100 new units in the East Jerusalem neighborhoods of Ramot and Har Homa respectively. Finally, they approved 600 new homes for Palestinians in the East Jerusalem neighborhood of Beit Safafa. None of these announcements are helpful in that they all complicate matters to one degree or another, but the question to be asked is to what extent they make arriving at a permanent status agreement more difficult. These announcements taken as a group represent four distinct types of areas, all of which should be treated differently: settlements that will have to be evacuated in a final deal, settlements that will be annexed to Israel, neighborhoods of East Jerusalem that will remain under Israeli sovereignty, and neighborhoods of East Jerusalem that have the potential to be the decisive nail in the coffin of the two-state solution.

Kiryat Arba is an example of the first category. It sits right next to Hebron and was one of the first settlements that was built after the Six Day War, and has historical and emotional resonance given the millennia-old Jewish connection to Hebron, considered to be the second holiest city in Judaism after Jerusalem. It is also a settlement that will unquestionably have to be evacuated when the time comes. Hebron is the largest city in the West Bank and Kiryat Arba is located far into what will be the future state of Palestine. It was not part of the Jewish state envisioned in the 1947 partition plan, it is outside the current security barrier, and was not included in the areas to be annexed by Israel under its own proposals at Camp David in 2000, at Taba in 2001, or at Annapolis in 2008. The Israeli government could approve one thousand new units there tomorrow and all it would do is complicate the eventual evacuation of Kiryat Arba. This type of housing approval is completely unproductive and unnecessarily provocative, but it thankfully does nothing to change the facts on the ground by making a two-state solution more difficult to negotiate.

Ma’ale Adumim is an example of the second category, although it is more problematic than some of the other settlements that share this distinction. It anchors one of the five settlement blocs, is the third largest settlement in the West Bank and one of only four Jewish cities across the Green Line, and it is inside the planned route for the security barrier. The vast majority of Israelis consider it to be completely non-controversial and part of Israel, and it has been included in the territory that Israel would like to annex during each negotiation with the Palestinians, including in the 2003 Geneva Initiative. If one takes the position, as I do, that settlement construction inside the blocs should be treated differently than construction outside the blocs, then more housing in Ma’ale Adumim should essentially be ignored. What makes Ma’ale Adumim a little different is that because it is significantly east of Jerusalem, its continued growth poses problems for Palestinian contiguity in the West Bank and – depending on which way it expands – Palestinian access to Jerusalem. But assuming that the new construction does not move north or west, the new units in Ma’ale Adumim are ultimately going to be part of Israel under a permanent status agreement.

Ramot is one of the ring neighborhoods attached to West Jerusalem to the north, and there is an even smaller likelihood than there is with Ma’ale Adumim that it does not remain part of Israel under an eventual peace deal. Far more complicated is Har Homa, which was approved by Netanyahu in 1997 during his first term as prime minister, and is one of only two Jewish neighborhoods in East Jerusalem to be built post-Oslo. What makes Har Homa so controversial is that it is one of two pieces in the jigsaw puzzle cutting off Bethlehem from Jerusalem, and it seriously damages Palestinian continuity in the area south of Jerusalem. Despite being inside the security barrier and the municipal boundary of Jerusalem, it is obvious in glancing at a map why Har Homa makes a final resolution far more difficult, and the fact that its boundary has now outgrown the territory that Israel proposed to annex at Camp David and that it was not included by the Geneva Initiative in Israeli territory illustrates this point further. Its population is now over 25,000 and when push comes to shove it is likely to be part of Israel under a permanent status agreement, but it is one of the best examples there is of how Israel establishes facts on the ground that are specifically intended to make an agreement harder to reach, in this case by strategically expanding what is considered to be part of Jerusalem and cutting off Palestinian access from the southern West Bank.

This leaves the second part of the jigsaw puzzle between Bethlehem and Jerusalem, which is Beit Safafa and Givat Hamatos. The former is an Arab neighborhood, the latter a planned Jewish neighborhood and one of two absolute red lines for the U.S. when it comes to Israeli construction (the other being E-1, across from Ma’ale Adumim) since it would cut off the last remaining corridor between Bethlehem and Jerusalem and make dividing Jerusalem in any permanent status agreement exponentially more difficult. The importance of Givat Hamatos to opponents of two states is evident in the reactions to the approval for Palestinian construction in Beit Safafa, with Zeev Elkin slamming the construction announcement since it does not also include Jewish housing in Givat Hamatos and Naftali Bennett calling it a “Palestinian arrow in the heart of Jerusalem” and a de facto division of the city. The government didn’t have much choice in the matter as the Jerusalem District Court in May ordered the construction of housing in Beit Safafa to move forward since it had already been planned and approved, but the fact that it instantly created pressure on Netanyahu from his right is dangerous. There is no more precarious area beyond the Green Line than Givat Hamatos, and should the neighborhood ever be built, it is hard to see a worse obstacle for the two-state solution.

The policy of the United States is to criticize any building by Israel over the Green Line, and this week’s announcement prompted the expected deep concern from the State Department. Were I the president, however, knowing that Israeli politics and public opinion are where they are and understanding that some construction is nearly innocuous while other construction is deeply deleterious, I would criticize the new units in Kiryat Arba, keep my mouth shut about Ramot and Ma’ale Adumim, project concern over Har Homa with a call not to expound the boundaries of the neighborhood in any way, and make it clear that any moves in Givat Hamatos will be treated as the equivalent of a nuclear option. Yes, this is much more complicated than just criticizing any and all new building, but it would be a policy designed to prevent Israel from doing harm in places where it really matters and get to a two-state solution that both sides will be able to live with.

Return Of The Establishment

June 23, 2016 § 4 Comments

The 2016 U.S. presidential campaign has seen the culmination of a trend that has been building in American politics for some time, namely the distrust of the establishment and the glorification of the outsider. The Iraq War and the Great Recession were probably the most significant contributors to the growing idea that the old order couldn’t be trusted, that the historically bipartisan establishment consensus on foreign and economic policy was failing regular citizens, and that only by “throwing the bums out” could the ship of state be righted. The election of Barack Obama and the rise of the Tea Party were manifestations of this political movement. Bernie Sanders’s surprising success in this year’s Democratic primary and the nomination of Donald Trump on the Republican side have only magnified it. The U.S., however, is not the only country where this has taken place, and in many ways Israeli politics is giving us a glimpse of what happens when the outsiders become the insiders and the old establishment begins to plot its comeback.

Menachem Begin’s election as prime minister with the Likud victory in 1977 was earth shattering.  It marked the first time that the Israeli rightwing defeated the leftwing Mapai and its political heirs and was the first rejection of the secular Ashkenazi elite that had founded the state and governed it since its inception. The Israeli rightwing – which includes secular Ashkenazi Jews but also is viewed as representing Mizrahim, Haredim, national religious, immigrants, and others in a way that the left traditionally has not – has been in power with only two brief interludes since Begin’s first victory.  In spite of this history, the prime ministership of Binyamin Netanyahu has in many ways embraced this outsider ethos rather than acting as the latest iteration of a political movement that thoroughly controls the state. Despite hailing from a well-known family with deep Zionist roots, Netanyahu seems to have a chip on his shoulder against Israeli establishment elites. He surrounds himself – to his credit – with relative newcomers to the state, whether it be close advisers like Ron Dermer and Dore Gold or political allies like Avigdor Lieberman and Yuli Edelstein. Ministers in his cabinet, like Moshe Kahlon or Miri Regev, speak out against the old establishment and work to upend the old order in various ways. Netanyahu, like many politicians who successfully capitalize on voters’ resentment, never hesitates to appeal to nationalism that denigrates leftists, the “State of Tel Aviv,” or other symbols of the traditional establishment. Despite being a three term prime minister who has served more time in the post than anyone other than David Ben Gurion and heads a political camp that has dominated Israeli politics for four decades, Netanyahu in many ways gives off the vibe of being an upstart outsider.

The conflict between Netanyahu and various political and military figures that is now playing out – intensified by Moshe Ya’alon’s and Ehud Barak’s speeches at the IDC Herzliya conference last week – can be viewed in a number of ways. On the one hand, there is the never-ending battle taking place between Likud and the parties to its left looking to displace it. Netanyahu still maintains the overwhelming upper hand over the conflict and angst-ridden Labor party, but the political rival who presents the most obvious clear and present danger is Yair Lapid, who in the latest poll is running only two seats behind Netanyahu and Likud. This is a battle not between right and left, but between right and center, and there is no doubt that Lapid is gunning hard to become the next prime minister and taking positions that will still appeal to nationalists while distinguishing him from Netanyahu.

Another way to view the current contretemps is politicians vs. the military. Israel’s current political leadership is very much at odds with the military leadership and security establishment over all sorts of issues, from what steps to take in the West Bank to how to address the controversy surrounding Elor Azaria (the soldier on trial for shooting and killing an immobile Palestinian terrorist in Hebron). There is no question that some in the government see benefit to using the IDF as a punching bag, and that some in the IDF see benefit in discrediting the government, and politicians on all sides of the issue are eager to line up behind one side or another based on the politics irrespective of the actual issues at hand.

But there is another way to look at the sudden cavalcade of politicians and former generals aligning themselves against Netanyahu, and it is the frame of the traditional establishment reasserting itself. Barak and Ya’alon are both former defense ministers and former IDF chiefs of staff, but that is where the comparison ends. They differ in their politics, in their styles, and in their worldviews, but the common thread uniting them aside from their military backgrounds is the charge that Netanyahu is changing the fabric of the country by pitting different groups against each other and damaging Israel’s democracy. The same goes for establishment Likud princes, such as Dan Meridor and Michael Eitan, who have fallen out with Netanyahu over similar issues rather than over issues of left vs. right. Much like the Bush family here – the ultimate symbol of the American establishment – who seem to abhor Trump not so much for his specific positions but for the threat he represents to the fabric of a harmonious American society and democracy, the various people and forces now lining up against Netanyahu across the spectrum represent the old Israeli establishment consensus despite having diverse political views. Netanyahu, who has done a masterful job of sidelining and diminishing his adversaries over the course of his political career, finally seems to have provoked a widespread backlash not because of any one policy per se, but because the people who view themselves as guardians of the Israeli ethos – and after all, what is an establishment for if not for that? – see his continued tenure as a threat to some definition of what it means to be Israeli and what Israel should stand for. I do not mean to abandon my cynical self here; very clearly much of this is political opportunism and some long-time Netanyahu rivals seeing the chance to finally draw some blood. But looking at how Israeli politics seems to be realigning itself along establishment/non-establishment fault lines may give us a glimpse of what the post-Trump future will look like here as well.

How Do You Determine When The IDF Has Gone Too Far?

May 26, 2016 § 1 Comment

Prime Minister Netanyahu’s appointment of Avigdor Lieberman as his defense minister has opened up all sorts of fault lines in Israeli politics, but perhaps none as important as the one between the government and the IDF. Outgoing Defense Minister Moshe Ya’alon was a career military man and a former IDF chief of staff who commanded the military’s complete respect, and anytime someone with that profile and background is replaced with a defense minister whose military qualifications are minimal at best, it will engender anger and resentment. More saliently though, the genesis of the contretemps between Netanyahu and Ya’alon that ultimately led to the latter’s ouster was Ya’alon’s unwavering support for the IDF against the criticism of Netanyahu and other cabinet members. Given that Ya’alon has been replaced essentially for not selling out the generals under his purview, civil-military relations in Israel right now are at a nadir.

Assessing the situation in the New York Times over the weekend, veteran Israeli military and intelligence reporter Ronen Bergman expressed sympathy for IDF officers, writing that in Israel, “politicians blatantly trample the state’s values and laws and seek belligerent solutions, while the chiefs of the Israel Defense Forces and the heads of the intelligence agencies try to calm and restrain them.” Bergman reported that the IDF leadership saw Netanyahu’s phone call to the family of Elor Azariah – the soldier who shot and killed the Palestinian terrorist lying on the ground in Hebron – as “gross defiance of the military’s authority” and that high ranking IDF officials have raised the possibility of a military coup “with a smile,” even if that scenario is highly unlikely. In response, Wall Street Journal columnist Bret Stephens forcefully defended Netanyahu and the political leadership, warning that when generals are comfortable publicly criticizing civilian political leaders, erosion of civilian control of the military will follow. Stephens further warned that a military that conceives of anything it says or does as impartially guarding the national interest is at odds with how democratic government operates.

Let’s stipulate from the outset that a military coup in Israel is not just highly unlikely, as Bergman posits, but preposterous, as Stephens writes. Israel has had democratic governance from day one of its existence, and while generals often enter politics in Israel and end up in the prime minister’s office – Yitzhak Rabin, Ehud Barak, and Ariel Sharon are the most prominent examples – never have there even been any whispers of an IDF revolt against civilian government. But there are certainly ways that the military can erode the power and legitimacy of the elected politicians short of a coup. Speeches denouncing the government can be given, orders can be ignored, policy deliberations can be leaked in an effort to embarrass politicians and influence public opinion, and a myriad of other actions can be taken that are utilized by militaries all over the world – including in democracies – to sway elected officials.

It is evident that the IDF leadership is pretty actively engaged in Israeli politics at the moment. Both Chief of Staff Gadi Eisenkot and his deputy Yair Golan have tried to influence military policy through public comments of one sort or another, and each time have been immediately attacked by members of the government and right-leaning MKs. That military leaders are speaking out is not unusual for Israel when you take into account the fact that the IDF and the wider security establishment are granted a large role in the policymaking process by design. Israel is a country with mandatory military service for most, it has fought too many wars for a country with such a short history, and it faces an unusually large array of threats, so military officers are accorded a measure of political deference. That politicians are viciously attacking them is unusual though, and while there is no need to extensively go back over ground I have previously covered, politicizing the military is a very bad trend. The military should be free to make its thoughts known on subjects that directly fall under its jurisdiction, such as rules of engagement and prosecuting its own for misconduct, and contrary to Stephens’ assertion, I haven’t yet seen an instance of the IDF “publicly telling off its civilian masters.” Seizing upon every utterance of an officer as an opportunity to score political points will only end badly.

Nevertheless, if Bergman is accurately relaying a military culture that even makes jokes about military coups because of Lieberman’s appointment, then there is a serious problem, even if the actual possibility of a coup is as close to non-existent as it can get. Democracy has to be taken seriously when you don’t get your way; after all, democracy works precisely for this very reason as it offers perpetual hope that the next election cycle will turn this vote’s losers into next vote’s winners. Israel’s Basic Law on the military is crystal clear that the IDF is subject to the authority of the government and that the minister in charge of the IDF is the defense minister, full stop. Once IDF officers stop treating this as an inviolable truth, then the entire system is at risk of breaking down. Vertical accountability and civilian control of the military are necessary components of democratic government, and that applies even when the civilian in charge is someone that you don’t like and is severely under-qualified for the post.

The trends on each side – politicians using the military as a political punching bag, and the military coming dangerously close to the line of callousness regarding civilian oversight – are terrible developments that need to be cut off at the pass, and potentially the greatest tragedy of Lieberman’s appointment as defense minister is that it exacerbates them both. Lieberman does not have the experience or the gravitas to prevent the military running roughshod over him, which is bad for democracy. On the other side of the equation, his very appointment indicates that the politicization of the IDF has only just begun, as the defense ministry is not one to be used as a blatant political tool. Civil-military relations is not an issue to be trifled with if a country’s political system is to remain healthy, so let’s hope that what is now just a spark does not become a conflagration that consumes everything in its path.

Your Handy Guide To Netanyahu’s Coalitional Maneuvering

May 19, 2016 § 1 Comment

On Tuesday, center-left opposition leader Isaac Herzog was set to become the new Israeli foreign minister after bringing the Zionist Union into a national unity government. On Wednesday, rightwing gadfly and Bibi Netanyahu frenemy Avigdor Lieberman was set to become the new defense minister while Herzog was consigned to losing his party’s leadership and his potential new cabinet post. Looking for answers to your questions about all of the political shenanigans? You’ve come to the right place.

Isn’t there supposed to be a new unity government?

Netanyahu and Herzog have reportedly been talking about bringing the Zionist Union into the coalition ever since the government was formed with the Zionist Union on the outside last spring, and these negotiations burst into the open in recent weeks. For Netanyahu, the appeal was primarily twofold. First, despite the fact that his 61 seat coalition does not have any huge ideological fissures, a government with a one seat majority is never a comfortable place from which to operate. Bringing in Herzog and the approximately fourteen Labor Party members from the Zionist Union faction that he would have brought along would give Netanyahu breathing space and not make every coalition member a potential hostage taker. Second, there is something of a perfect storm gathering on the horizon on the diplomatic front, with the French initiative, the forthcoming Quartet report that is expected to be harsh on Israeli settlements, the end of the Obama administration (bearing in mind that Clinton and Bush both made a renewed effort at Israeli-Palestinian peace on their way out the door), and the 50th anniversary of the 1967 war all looming. Appointing Herzog as foreign minister would give Israel a friendlier face in Western capitals and offset some of the pressure that is hurtling down the road by signaling that Israel is more serious than assumed about finding a way to get to two states.

From Herzog’s perspective, he leads a party that has been plummeting in the polls, is completely ineffective in its opposition to the government, and he himself was facing massive discontent within the ranks. Entering into talks to join the government only sealed his inevitable demise within the Labor Party, as everyone from Zionist Union co-chief Tzipi Livni to Herzog’s predecessor Shelley Yachimovich to popular rising Labor star Stav Shaffir was opposed to joining the government. Indeed, Shaffir and other Labor members have now called for him to step down. Even if he were successful in joining the government, Herzog would have only brought a rump contingent with him. Nevertheless, if he was going to be ousted for ineffectiveness at some point, Herzog clearly believed that he may as well join the government as a top minister and also clearly believed in his ability to affect change from the inside. Not only did this make sense for him, it was the only way for him to maintain any real relevance. There was also the added wrinkle of Herzog mysteriously claiming earlier in the week that there was a secret regional diplomatic opportunity that might disappear if not immediately acted upon and that he was the man to make it happen, and then Egyptian president Abdel Fattah el-Sisi on Tuesday offering warmer relations with Israel if it would reach a settlement with the Palestinians. Some saw this confluence of events as a bit too convenient, speculating that Netanyahu and Herzog had coordinated this with Sisi in order to pave the way for the unity government to happen.

So what happened?

Suddenly, everything turned on a dime, and it became apparent that Netanyahu had been using Herzog to instead entice Avigdor Lieberman and Yisrael Beiteinu to join the coalition, a move that prompted Herzog to cut off talks on a unity government. Netanyahu and Lieberman have a long and tortured history, and after serving as foreign minister in the last government (with a corruption trial that forced him to temporarily step down from the post for a year), Lieberman decided to remain in the opposition after the last election and has been sniping at Netanyahu from the right ever since, accusing him of selling out the rightwing and not being a true nationalist or Zionist. It has been a smart political move for Lieberman, as Yisrael Beiteinu has six seats in the current Knesset and a poll released this week by the Israeli newspaper Ma’ariv shows that going up to eleven, but ultimately Lieberman has always wanted power, and being in the government is the only way for him to do it. Becoming defense minister – particularly in the wake of the Hebron shooting and the Yair Golan speech and at a time when there is concern within the nationalist camp over the direction of the IDF – is perfect for Lieberman, and he will get to demonstrate that he is more hawkish than anyone else in Israeli politics while using the power of his post to protect the settlement enterprise

From Netanyahu’s angle, he gets to remove a thorn in his side and also shore up his own internal political position. There has been serious friction between him and Defense Minister Moshe Ya’alon and major discontent within the Likud ranks over where Ya’alon’s priorities lie, and now Netanyahu gets to remove him and mollify the right by creating the most rightwing government that can be assembled. He also gets to neutralize the critiques coming from his biggest long-term threat, Naftali Bennett, by removing the basis for the charge that Netanyahu is not sufficiently attuned to the concerns of settlers or in step with the nationalist camp. Netanyahu also still gets to expand his coalition, but does so in a way that makes his base happy rather than making them think that he is selling out rightwing principles.

How can Netanyahu pursue Herzog and Lieberman at the same time? That’s like a voter who thinks that the economy is rigged supporting a billionaire who lives in an apartment made of gold and marble and whose success is based on borrowing money from banks based on family connections and his last name.

There are a couple rules of Bibi politics that you need to know to make sense of this. The first is that Netanyahu is constantly in search of room to maneuver, but don’t ever presume to know what he wants to do with that space. The smart take on Tuesday was that he needed the flexibility to deflect the pressure from the French and the Quartet and to take advantage of the regional overtures about which he is constantly boasting, but he then went and ignited a wildfire on his own lawn. There is literally no more inflammatory figure as defense minister than Lieberman, who is on record as wanting to execute the terrorists that Israel captures alive and keep in perpetuity the bodies of those they don’t. Any caution that Ya’alon has exercised in the West Bank, where the defense minister has final decision making power, is now going to dissipate overnight. Not only has Netanyahu decided not to deflect the diplomatic pressure, he has taken the move that will ramp it up to the highest possible level.

This segues into the second rule, which is that Netanyahu is always more worried about threats that come from his right than about threats that come from his left, and he will always guard his right flank irrespective of anything else that is going on. He perpetually faces the choice of going in a more moderate direction and mollifying the center and Israel’s allies, or tacking right and mollifying the rightwing, and he always chooses the same way. The surprise here is not that he played Herzog in order to reestablish his rightwing credentials, but that anyone thought that he would actually go through with it. In one fell swoop, Netanyahu has silenced Lieberman’s continuing criticism of the government, removed the specter of a hard right rebellion against Ya’alon that would have reverberated against him as well, cut off any discontent from the settler wing by ending talks with Herzog that might have led to measures curtailing settlement growth, and set himself up for the next election as the man who puts Zionism and nationalism first no matter what the rest of the world thinks. The threats that were massing against him on the far right are now largely – although not entirely – neutralized.

This is a long piece. Anything else we should be looking out for while you are in a talkative mood?

Yes, and thanks for asking. This whole thing is not as entirely straightforward as it seems, and there are some potential surprises and some potential pitfalls. It is important to know that during the Kerry negotiations two years ago, American officials found Lieberman during his time as foreign minister to actually be a helpful presence and willing interlocutor. Despite the fact that he is a hardliner on settlements and the Palestinians more generally, he seems to understand far better than Netanyahu that international opinion is not meaningless and that protecting the U.S.-Israel relationship is truly an existential issue. Amir Tibon’s excellent Tablet profile of Lieberman last May noted that he has surprisingly strong links throughout the Middle East and has promoted himself as the person to unite Israel and its Arab neighbors, and so while he is no longer foreign minister, the fact that there appear to be regional opportunities abounding as Lieberman returns to power is interesting.

On the domestic side, including Lieberman in the coalition will generally make Netanyahu’s Likud members happy, but it will infuriate the Haredi parties. They do not coexist well with Lieberman given the importance among his Russian constituency of breaking the Haredi monopoly of control over marriage and conversion, and it is bound to cause Netanyahu some serious unpleasantness.

This move also empowers Yair Lapid and Yesh Atid, who would have been the largest non-Likud vote getter in the next election anyway and who will now be the unquestionable de facto alternative to Netanyahu as the Labor infighting between Herzog and his adversaries destroys the party from within. This entire episode gives him a much larger megaphone, and he consequently may actually be able to present a serious electoral threat to Netanyahu the next time around.

Finally, and perhaps most seriously, I predicted in December that civil-military relations were going to be potentially explosive in 2016, and with the tension between the IDF and the government over a range of issues, that has sadly been a topic that I got right. Replacing Ya’alon – a former IDF chief of staff and staunch defender of the military, which is what has prompted the tension between him and Netanyahu during the last couple of months – with Lieberman, who had a relatively undistinguished stint in an IDF artillery unit and has been attacking the military leadership over its values, is not going to improve this situation, to say the least. Netanyahu has made his choice, and I am afraid that it will mean a rocky period ahead on a number of fronts.

Lessons To Be Learned From Netanyahu’s Victory

March 18, 2015 § 9 Comments

I’m going to pat myself on the back for predicting on Monday that Likud and Bibi Netanyahu would win the most seats, that Buji Herzog would have no viable path to becoming prime minister, and that the government formed would boil down to Moshe Kahlon deciding whether to go with Netanyahu or force a national unity government (for the record, I think Kahlon going with Netanyahu is now an inevitability given how things turned out.) But my specific seat predictions were way off, and it’s easy to see how. I expected two things to happen, which I closed out the post with: “First, I think that Likud will gain back some votes at Habayit Hayehudi’s expense as rightwing voters are freaked out by the late Zionist Camp surge in the polls, and decide to throw their support behind Netanyahu despite their general fatigue with him. Second, socioeconomic issues are dominating people’s concerns, and that will translate into unexpectedly strong showings for Yesh Atid and Kulanu at the expense of Zionist Camp and Shas.” I was more right than I knew about that first statement, and vastly underestimated just how much that shift from BY to Likud was going to occur. I was dead wrong about that second statement, which is what led me so far astray. Let’s dive into the numbers a bit to see what actually happened yesterday, and I have some thoughts on what the various consequences might be.

The most useful comparison is between this year’s results and the 2013 results. In 2013, the rightwing bloc of Likud, Yisrael Beiteinu, and Habayit Hayehudi won 43 seats; the leftwing bloc of Labor and Meretz won 21 seats; the two state solution bloc (which was only Hatnua) won 6 seats; the socioeconomic reform bloc (which was only Yesh Atid) won 19 seats; the Haredi bloc of Shas and UTJ won 18 seats; the Arab bloc won 11 seats. The last two seats went to Kadima, but frankly nobody at the time could explain what Kadima stood for and was running on, and I’m not going to try.

In yesterday’s election, the rightwing bloc of the same three parties won 44 seats; the leftwing bloc of the same two parties plus Hatnua (since it formed an electoral alliance with Labor) won 28 seats; the socioeconomic reform bloc of Yesh Atid and Kulanu won 21 seats; the Haredi bloc won 13 seats; the Arab bloc that is now the Joint List won 14 seats. Compared to the last election, the nationalist right picked up only one seat, the left picked up only one seat (since Zionist Camp plus Meretz in 2013 added up to 27, and it’s unfortunately impossible to tease out which Zionist Camp votes were for Labor and which were for Hatnua), the socioeconomic camp picked up two seats, the Arab bloc picked up three seats, and the Haredi parties lost five seats. Nothing about this is a surge for the right, or for any side for that matter; the various blocs remained more or less constant, with the exception of the Haredi bloc losing seats due to the Shas-Yachad split. But it is unquestionably a surge for Likud itself, which went from 19 seats in the current Knesset to 30 seats in the next one. Where did those seats come from? It’s pretty evident that they came from the two other rightwing nationalist parties, Habayit Hayehudi and Yisrael Beiteinu, which respectively won 12 and 11 seats in 2013 but fell off a cliff to 8 and 6 yesterday. When you add in the seat that Likud picked up once Eli Yishai’s Yachad party did not make the threshold, you account for pretty much all of Likud’s gain. There is simply no denying that Netanyahu’s eleventh hour tactics worked, which were to drum up turnout on the right and explicitly make the case that rightwing voters could only vote for Likud or they would be risking a leftist government. He successfully cannibalized his natural allies, and in so doing increased Likud’s share of the pie without making the pie any bigger.

The related questions of turnout versus polling are interesting as well. My initial instinct yesterday was that the polling – both pre-election and exit – must have been garbage, and I noted on Monday that there are many reasons not to trust Israeli polling, which proves to be inaccurate in some measure every cycle. After thinking about it a bit more though, now I’m not quite so sure. The legal moratorium on polls in the last few days before an election meant that no poll could be conducted after Thursday, and the exit polls were concluded two hours before the actual election itself (since they aren’t interview surveys, but require Israeli voters to cast their actual vote and then go and cast a dummy vote in a fake voting box for the exit pollsters, which then get collected and tallied). Netanyahu’s huge campaign push – in which he gave an unprecedented number of interviews and turned up the nationalist rhetoric –  occurred over the weekend and through election day itself, so the pre-voting polls would have had no way of capturing this effect. As far as the exit polls go, final voter turnout was up 4% from 2013, but if you were obsessively keeping track of the turnout numbers throughout the day yesterday as I was, you know that this turnout surge did not take place until very late in the day, so that the exit polls (which aren’t really polls) missed much of it. The exit polls may very well have been correct in reflecting a 27-27 deadlock between Likud and Zionist Camp at 8 PM Israel time, and the anecdotal evidence suggests that there was a flood of rightwing voters in the last couple of hours. The takeaway from this is not necessarily that Israeli pollsters are incompetent, although that can’t be ruled out, but that the accuracy of Israeli polling is not served by the legal blackout at the end of the campaign. On turnout, it should be noted that Netanyahu’s old-fashioned barn-burning turnout efforts destroyed the get out the vote campaign run by V-15 and Jeremy Bird. Likud increased its share of the rightwing vote, while Zionist Camp didn’t increase the percentage of leftwing voters or even get more of them to vote for Herzog. The money spent in this campaign to unseat Netanyahu was as big of a waste as what GOP groups spent in 2012 to get rid of Obama.

If there is one big thing that jumps out at me the day after, it is that ideology and identity distinctly trump economics in Israeli politics. Like in 2013, voters overwhelmingly listed socioeconomic concerns as their top issue in the run-up to the election, but ultimately that made little difference. There was no flock of new voters to Yesh Atid and Kulanu, which both ran on the economy and quality of life issues and had very little of substance to say on security. Likud, which barely bothered to campaign on specific policies, hugely increased its vote share by essentially saying, trust Netanyahu on security and send a message to the leftists and their foreign backers trying to take over your country. It was an emotional and identity-based appeal to nationalism that resonated with many voters, and it is a tactic that is sure to be replicated on both sides in the future.

There are many dangers in overt appeals to nationalism, one of which is that when you win, it makes it easier to demonize your opponents and claim that you have a mandate to do whatever you please. For Exhibit A through Z on how this works in practice, take a gander through the increasing ugliness of Turkish politics that has been wrought largely by Tayyip Erdoğan. Israel’s political system makes this even messier because of how it is structured. Netanyahu will act like he has been granted an enormous mandate following a landslide victory; after all, he beat the next largest party by a 25% margin in seats, obliterated the predictions for Likud based on the polls, and is going to control the winning coalition and be prime minister. Taking a step back though, Israel’s proportional representation political system means that in reality he won only 23% of the votes cast, which translates to 25% of the seats in the Knesset. He is simultaneously the clear winner and on the receiving end of 77% of Israeli voters preferring someone else. This does not in any way make his win illegitimate, and anyone who argues otherwise does not want to face reality, but the fact of the matter is that the system itself encourages post-election overreach. Netanyahu and his supporters are going to insist that his win validates his entire approach to politics, the Palestinians, the international community, etc. because voters were presented with a choice and they choose him. The true answer to that is in some ways yes and in some ways no, and as he will be leading the government fair and square, he can do as he pleases since that is how democracy works. But objectively, when the clear victor can only manage to get 1 out of every 4 votes cast, the system is probably not translating voters’ preferences into the appropriate policy outputs.

I don’t think much needs to be written on what Israeli policy will look like under a third consecutive Netanyahu government, since there aren’t very many surprises left. Netanyahu is who he is, and he is not going to undergo a late in life conversion that convinces him to shift course. I am more interested in what happens to Israel in the U.S., since Netanyahu’s reelection is going to keep on affecting one political trend that is already in full swing and may influence another, and perhaps more important, social one. The first is the partisanization of Israel in the U.S., which was very much laid bare by the machinations surrounding Netanyahu’s speech to Congress. The blame for this lies partially on both sides, although I certainly think one side is far more to blame than the other. Everyone with a dose of common sense knows that the White House badly wanted to see Netanyahu get tossed out by Israeli voters and that Netanyahu is now just biding his time until January 20, 2017 so that he never needs to think about Obama again, so it goes without saying that relations between Obama and Netanyahu for the next 22 months are going to be abysmal, and probably even non-existent. Will U.S.-Israel ties survive and come out the other side intact? Of course they will. But there will be more ugliness ahead and short-term relations are going to be very rocky, and if I worked in the prime minister’s office, starting today I would be spending all of my time coming up with a strategic plan for operating in the world without an automatic U.S. veto in the UN Security Council, because I think that era is now officially over. Netanyahu clearly and explicitly rejected a Palestinian state on Monday, and there is no walking it back or dissembling after the fact. That he did so wasn’t and shouldn’t be a surprise, but it destroys the legal fiction that he had constructed, and so when the Israeli government talks about the Palestinians not living up to their Oslo obligations or their promises to the Quartet (which in many ways they aren’t), that now officially goes both ways. You cannot insist that Palestinians must establish a state through the sole route of negotiations with Israel after you have declared unequivocally and without reservation that there will be no independent Palestinian state in the West Bank so long as you are prime minister. It was electioneering, but electioneering is not consequence-free.

Lastly, there is the pink elephant in the room that I have been ignoring so far in this blog post. Assess the following quote: “The right wing government is in danger. Black voters are coming out in droves to the polls. Left wing NGOs are bringing them on buses. We have no NAACP; we have the National Guard, we have only you. Go the polls, bring your friends and family. Vote Republican in order to close the gap between us and the Democrats. With your help and with God’s help, we will form a nationalist government that will protect the United States.” Nobody with any sense of decency would call that a legitimate effort to counter a get out the vote drive targeting minority voters. So when Netanyahu said it yesterday about Arabs – which everyone by now recognizes as the direct quote from him, with the specifics altered of course to make the analogy work – it wasn’t simply a legitimate attempt to just bring voters to the polls, as the usual suspects are reflexively arguing. Does this mean that Netanyahu is racist and has been harboring views all of these years that he just now allowed to come out, or that he made a racist appeal in a desperate attempt to boost his prospects? I don’t know, and frankly it doesn’t matter, since neither explanation is acceptable. The prime minister of any country should be nothing short of proud when more citizens vote, and exhorting only the right kind of citizen to get to the polls in order to counter the wrong sort of citizen is disgusting and unworthy of the leader of a democracy. That some people are falling all over themselves to pretend that there is nothing out of the ordinary or objectionable about this reflects just as poorly upon them as Netanyahu’s comments do upon himself. What all of this leads to for me is to wonder how this will affect American Jews. Just as the rejection of a Palestinian state under any circumstances will have political consequences, the blatantly racist appeal is going to have social consequences among American Jewry. American Jews as a group proudly support Israel, and one of the reasons is a conviction that Israel is in a tough spot but is genuinely trying to do the right thing. That argument, both internally and externally, becomes harder by some degree or another after yesterday. Are people going to look at the Jewish state bill in a new light? Is Netanyahu still going to get nearly universal support from establishment groups? Most crucially, what is the effective counter when the odious Boycott, Divestment, and Sanctions movement takes this quote and argues incessantly that it proves official and institutional racism in Israel? I don’t know the definitive answer to these questions, but I suspect that it will ultimately prove to be a significant aspect of Netanyahu’s eventual legacy.

Who’s Going To Win Tomorrow’s Israeli Election?

March 16, 2015 § 5 Comments

Israeli politics is massively entertaining and raucous under normal circumstances, but tomorrow’s election is particularly special since for the first time in awhile, the outcome is entirely up in the air. Nobody knows with any real degree of certainty who will emerge victorious or how the coalition horse trading will conclude or even who is going to get the first shot at building that coalition. Americans – me very much included – spend lots of time watching shows like House of Cards, Scandal, Game of Thrones, and others that provide twists and turns that hinge on varying degrees of political surprises, but there is nothing like the real thing, and Israel’s election is certain to provide that. If you haven’t been paying attention, you’re missing the best reality show that exists.

Anybody who is confident that they know who the ultimate winner will be is demagoguing and I do not claim any clairvoyant powers, so take everything that follows with a grain of salt as it is nothing more than my best guess based on the last polls that were published on Friday and some intuition developed after years of closely paying attention to Israeli political trends. Israeli polls are notoriously unreliable; large classes of voters are disproportionately inaccessible to pollsters (Haredim, Arabs, immigrants, working poor), Israeli voters are fickle and in many cases do not decide until the last minute, and the proportional representation system presents a fundamental dilemma of voting strategically versus voting your conscience. For instance, pretend that you are a lifelong Meretz voter stepping up to the ballot box on Tuesday. You are almost certainly secular, liberal, Ashkenazi, living in Tel Aviv or its immediate environs, and you despise Netanyahu with a burning passion. In the last election, you knew that the left had no shot at forming the government and so there was no reason not to vote for Meretz. In this election, however, the last polls gave the Machane Tziyoni (Zionist Camp) alliance led by Herzog and Livni a four point lead over Likud, and you know that at least a four point margin is likely required if Zionist Camp is to be given the first shot at forming the government. So voting for Meretz and the leftist bloc overall is actually not cost-free even though your vote for Meretz is functionally a vote for a Herzog government, as Herzog needs as much as a lead as he can get over Netanyahu in order to get a chance at building a coalition. The Habayit Hayehudi voter at the opposite end of the spectrum is faced with the same choice; voting for the far-right party that is guaranteed to be part of a Netanyahu coalition risks empowering the leftist (and yes, that is a dirty word to your typical rightwing Israeli voter), defeatist, if not outright anti-Zionist Herzog and Livni, and so do you swallow your principles and vote for Likud directly, or do you vote for Habayit Hayehudi and Naftali Bennett as the only way of keeping Netanyahu honest and guaranteeing that a Likud government will never compromise on settlements and giving up land? This is all a roundabout way of saying that Nate Silver’s sorcery would never work on the Israeli election, because the polls are a guidepost but are not entirely trustworthy.

Assuming that the final polling results hold up – and I don’t think that they necessarily will – it is going to be very hard for Herzog and Livni to form a government. The last Channel 2 poll had Zionist Camp at 25, Likud at 21, Joint Arab List at 13, Yesh Atid at 11, Habayit Hayehudi at 11, Kulanu at 9, Shas at 9, UTJ at 6, Yisrael Beiteinu at 6, Meretz at 5, and Yachad at 4. We can safely assume that Zionist Camp, Yesh Atid, and Meretz are a united bloc, which is 41 seats. Likud, Habayit Hayehudi, and Yachad will not join with that group under any circumstances and they hold 36 seats, which leaves a leftwing government needing to pick up 20 seats from the 43 remaining. The 13 seats held by the Arab list can be used to block Netanyahu and Likud, but since the Arab list is not going to sit with Zionist parties barring a momentous and unprecedented policy change, Herzog actually needs to find 20 seats from the 30 represented by Kulanu, Shas, UTJ, and Yisrael Beiteinu. Shas and UTJ have sat with leftwing governments in the past, but even if they are willing to do so again, neither they or Lapid will sit with each other. Yisrael Beiteinu, which is led by Avigdor Lieberman, won’t sit with Meretz (and vice versa). Herzog could potentially pick up Kulanu, but he’d still need to somehow break the logjam between Lapid and the Haredi parties in order to get to the magic number of 61. In other words, Zionist Camp can beat Likud and the ideological leftwing bloc can beat the ideological rightwing bloc, and Herzog still has an almost impossible uphill climb to form a coalition. Not many people foresaw the bizarre Lapid-Bennett alliance two years ago and so I’m not willing to say that Herzog cannot somehow work some sort of combination of magic and legalized bribery in order to cobble something together, but it would be pretty much the most unworkable coalition in Israeli history and would be on death watch from day one. The one big wrinkle would be if the Arab list decides that actual political power is worth compromising on its principles and joins the coalition, but even then Herzog is not home free as Kahlon has publicly stated that he will not sit in a government that is dependent on the Joint Arab List for seats, which means convincing the Haredi parties to sit with Lapid, Meretz, and Arab parties. In other words, I wouldn’t be putting very much money on the next prime minister being Buji Herzog.

Netanyahu’s path is also difficult, but far less so. He starts with 36 and needs another 25 out of the remaining 30, but Shas, UTJ, and Yisrael Beiteinu sat in Netanyahu’s 2009 coalition and are all natural Likud partners. Those three parties get him to 57, meaning that Netanyahu’s fate hinges upon Kahlon. On the one hand, Kahlon is a former Likud minister whose list includes Netanyahu’s first term ambassador to the U.S. (Michael Oren) and whose support is drawn from Mizrahi traditional Likud supporters. On the other, Kahlon left Likud for a reason, starting with the fact that his stance on socioeconomic issues – which is his raison d’être in politics – is way out of whack with Likud and the right generally, and his base of voters has become disillusioned with Likud after feeling like it has been taken for granted and leans more left on economic issues. That Kahlon has stated as his goal to be appointed finance minister also cuts both ways. Netanyahu publicly promised over the weekend that Kahlon would be finance minister in his government irrespective of the number of seats Kulanu wins (an offer that Kahlon refused to accept before the election), and this is a promise that Herzog cannot match given his pledge to appoint Manuel Trajtenberg as finance minister should Zionist Camp form the next government. Despite this, it is hard to imagine Kahlon being more empowered to implement his agenda of lowering housing costs and regulating Israel’s banking system under a Likud government than he would be under a Labor government, and Kahlon know this full well. Again, I claim no clairvoyance to know what Kahlon is thinking or what his natural inclination is before both sides start wooing him in earnest, but I do know that he appears to control the only viable path to a third consecutive Netanyahu term, and you can bet that Netanyahu will move heaven and earth to gain Kahlon’s support. To paraphrase Mel Brooks, it’s good to be the king(maker).

Assuming that Kahlon does not want to enthrone Bibi, it means that Israel is headed for a national unity government. That could happen right away if Kahlon and Lieberman (natural allies in many ways given that they are both immigrants who came of age in Likud and now head parties that champion socially rightwing voters who have traditionally been poor and on the margins of Israeli society) decide that they will not recommend either Netanyahu or Herzog to President Rubi Rivlin and instead insist on a short-lived national unity government (and if they do this, it wouldn’t be surprising to see Yair Lapid, with his finger perpetually to the wind, do the same). It could also happen after three or six weeks of drawn out haggling with no resolution. If this happens, it would mean Netanyahu and Herzog agreeing to a prime ministerial rotation, and I have my doubts as to whether Bibi would actually accept such a scenario or would resign instead. In any event, for those who are still following along here, the sum total of this is that I am expecting either a third Netanyahu term or a national unity government, and which one occurs hinges entirely on Moshe Kahlon.

A few other small things to watch out for if you’re keeping score at home. First is whether Meretz, Yisrael Beiteinu, and Yachad clear the new higher electoral threshold of 3.25%, up from a previous 2%. While I suspect they will all squeak in – and frankly, you almost have to be rooting for YB and Lieberman not to make it for poetic justice purposes since he engineered the higher threshold in an effort to keep the Arab parties out in a move that backfired ever so spectacularly – the one I am keeping my eye on is Meretz, since it will not surprise me if Meretz is kept out of the Knesset. Meretz has basically been on a long and slow 15 year decline, but the pressure is really on now because I expect some Meretz voters to defect to Zionist Camp now that the left smells blood in the water and is riding the momentum of the final polls putting Herzog and Livni in first place. If Meretz does not make it in, this places Herzog’s path to becoming prime minister even further out of reach.

Second is the bad blood – and that’s putting it mildly – between Yachad leader Eli Yishai and Shas leader Aryeh Deri, the man whom Yishai replaced as head of Shas and who then had his revenge by replacing Yishai. In an effort to get back at Deri, Yishai split from Shas, initiating a nasty internecine fight and invoking insults directed at Deri from beyond the grave by deceased Shas spiritual leader and founder Ovadia Yosef. Yishai and Deri are mortal enemies, and having the two of them in the same coalition might present some problems as well.

And lastly, a final word about the polls. As I indicated, I don’t particularly trust in their accuracy, and I am guessing that they will be wrong in a few ways. First, I think that Likud will gain back some votes at Habayit Hayehudi’s expense as rightwing voters are freaked out by the late Zionist Camp surge in the polls, and decide to throw their support behind Netanyahu despite their general fatigue with him. Second, socioeconomic issues are dominating people’s concerns, and that will translate into unexpectedly strong showings for Yesh Atid and Kulanu at the expense of Zionist Camp and Shas. Since I want to give everyone the opportunity to mock how far off I am, my final spot predictions for the election are as follows:

Likud – 23
Zionist Union – 22
Yesh Atid -15
Joint Arab List – 12
Kulanu – 12

Habayit Hayehudi – 11
UTJ – 7
Shas – 6
Yisrael Beiteinu – 4
Meretz – 4
Yachad – 4

Netanyahu Is Going To Trade One Headache For Another

December 3, 2014 § 4 Comments

The big news from Israel this week is that early elections, long predicted by many, are now officially here. Following months of bickering between Bibi Netanyahu and his various ministers, internal upheaval within Likud, and fights over legislation involving the budget and the Jewish nation-state bill, Netanyahu yesterday fired Yair Lapid and Tzipi Livni from the cabinet, the Knesset voted to dissolve, and elections have been scheduled for March 17. This government did not even make it to the two year mark before dissolving (elections were in January 2013 and the coalition was formed in March of that year), but this shouldn’t have come as a surprise to anyone. This was in many ways the strangest and most unlikely coalition government to ever be compiled in Israeli history. You had ministers from other rightwing parties not even trying to hide their desire to at some point soon supplant Bibi by overthrowing Likud, ministers from Bibi’s own party quitting because of their distaste for him, an alliance between two parties – Yesh Atid and Habayit Hayehudi – that had little business allying on anything but did so in an effort to box Bibi in, and such polar opposite opinions between ministers on matters ranging from Jerusalem to the peace process to the budget to Israel’s identity that the government could not credibly claim to have a unified coherent opinion on anything. So this was never a matter of if the government would spectacularly implode, but a matter of when.

Yet despite the complete dysfunction and mayhem that has marked Israel’s 33rd government, Netanyahu’s move to fire his ministers now and to hold new elections is a misstep for him. Netanyahu’s thinking seems rather straightforward here, and theoretically makes sense; the polls indicate a bigger share of votes for rightwing parties in general, so he can go to new elections, construct a coalition that leaves out Lapid and Livni and thus eliminates his budgetary nemesis and his peace process nemesis, and bring in the Haredi parties instead – who will do whatever Bibi wants provided they get their usual buy-offs in the form of subsidies and benefits – and have a much easier time managing his government. It seems simple enough to trade in the current coalition for a more rightwing and pliable one, but Netanyahu may find in the end that he is going to get more than he bargained for, because while this plan makes sense on paper, the path to getting there is not quite so easy.

For starters, a more rightwing coalition doesn’t necessarily mean a more pliable one. The truth is that for varying reasons, Netanyahu has very few allies left on the right aside from Yuval Steinitz and Bogie Ya’alon. Not only is he without allies, but leading rightwing politicians actively and openly despise him. President Ruvi Rivlin, whose Likud credentials are unimpeachable, would love nothing more than to see Bibi toppled following the prime minister’s failed attempt to prevent Rivlin from replacing Shimon Peres as Israel’s president and views Bibi as unnecessarily inflaming relations between Israeli Jews and Israeli Arabs. Gideon Sa’ar, who is enormously popular among the rank and file and who was the leading vote getter in the last Likud primary, resigned his ministerial and Knesset posts in September, but gave a “retirement” speech in which he made plain his disdain for Netanyahu and that he would be returning to politics in the near future. Moshe Kahlon, another popular Likud politician who was a main driver of Mizrahi votes for the party, suddenly quit the party right before the last election over reported differences with Bibi and has now formed his own party with the aim of siphoning more votes away from Netanyahu. The enmity between Netanyahu and the ascendant radical Likudniks such as Danny Danon and Moshe Feiglin is well-documented and this group smells blood in the water as an isolated Netanyahu now sits on an island occupying the left pole of the party. Then there is Avigdor Lieberman, who is zigging and zagging – including releasing his own peace plan last week – and trying to be all things to all people in hopes of fulfilling his long held dream of becoming prime minister one day himself. He is only going to cooperate with Netanyahu to the extent that it furthers his own career interests, and given that the best way of positioning himself is to differentiate himself from the current prime minister, I don’t anticipate much altruism from Lieberman being directed Bibi’s way.

Finally there is Naftali Bennett, who is slated to take over Yair Lapid’s role as Bibi’s bete noire in the next government. Despite appearing to have reached a detente in recent months, Bennett and Netanyahu are still at odds, still have personal issues with each other (thanks to Sara Netanyahu), and are natural political rivals. Unlike Lapid though, Bennett represents an actual threat to Bibi, because he has the ability to hit Bibi where it hurts by stealing the prime minister’s own base. I have been arguing for years that the real political threat to Netanyahu comes not from his left but from his right, and Bennett is the personification of that threat. He is more appealing to the settler right and to nationalists – and let there be no doubt that Netanyahu’s championing of the Jewish nation-state bill is primarily an effort to win back the mantle of Israel’s most vigilant nationalist – and more appealing to the economically conservative technology and entrepreneur class as he is one of them. The right trusts him in a way that they don’t trust Bibi, and this goes double for religious voters. Bennett has also made a naked play at broadening Habayit Hayehudi’s electoral appeal by amending the party’s constitution in September to allow him to directly appoint every fifth candidate to the party’s electoral list in order to get more secular and Russian candidates into Habayit Hayehudi’s Knesset bloc. The upshot of all this is that Bennet doesn’t want to help Netanyahu; he wants to replace Netanyahu. He knows that it is unlikely to happen outright in this election, but if Bennett emerges from elections with the second most mandates in the Knesset, he is going to spend his time either pulling Netanyahu rightward  – and loudly taking the credit for the results – or setting up showdowns designed to expose Netanyahu as a fraud to Israeli rightwing voters. Either way, Netanyahu may end up longing for the types of battles that he had with Lapid rather than those that will be orchestrated by Bennett.

Then there is Netanyahu’s assumption that the result of elections in March will be more overall Knesset seats for the rightwing bloc, and I’m not so sure about this one either. The current polls certainly reflect this to be the case, but the election is three months away and Israeli polls are notoriously unreliable. If Lapid and Livni band together, which by all indications is going to happen, it is going to pull the combined party to the left as Lapid will bring Livni along with the socially oriented economic program that he cares most about while Livni brings Lapid along with the peace process program that she cares most about, and such a party has a good shot of picking up more votes than the individual sum of its parts. In addition, Kahlon is polling well despite having literally no platform or real public positions yet, and that may dissipate very quickly once he is held to the fire. Even if it doesn’t, Kahlon’s party may end up being more leftwing than rightwing given his historical focus on socioeconomic issues for Israel’s more underprivileged sectors. The Israeli economy has suffered since the Gaza war, and if Netanyahu’s economic stewardship becomes a loud campaign issue, which Lapid and Labor are both trying to make happen, it does not bode well for any of the parties on the right given Netanyahu’s reputation as the godfather of unbridled Israeli capitalism.

Leaving aside the right more generally, Likud itself may not even match its current nineteen seats despite the early polls. Voters are wary about the state of the economy, and for the first time in a decade there is a real sense of unease over the domestic security situation given the spate of attacks in Jerusalem and the West Bank. Netanyahu’s choice of making such a big deal over the nation-state bill is also an odd one, as his traditional appeal is as the only experienced grownup in the room who can truly protect Israel in a time of growing threats. There is risk in pursuing this battle-tested strategy coming on the heels of a mixed performance in Gaza and new upheaval on the Palestinian front, but it is also true that many more Israelis are inclined to support Netanyahu’s no-nonsense rhetorical approach when they are feeling less safe. There is far less consensus on the nation-state Jewish identity issue than there is on being vigilant with Israel’s security, and by seizing upon the nation-state bill to benefit his own campaign, Bibi is taking a risk that he is actually using a wedge issue that will harm him. Likud is more likely to draw votes by primarily projecting itself as the ultimate guarantor of Israelis’ safety than by primarily projecting itself as the ultimate guarantor of Jewish identity. There is also the fact that a not insignificant chunk of voters seems to be annoyed that Netanyahu is going to early elections and don’t quite see the point beyond political expediency, which could hurt Likud. Finally, it is looking like with everyone gunning for Netanyahu personally, this campaign may end up being a referendum on the man himself, and while he has been popular enough to slide by with a plurality of votes in a very divided political system, he is not universally popular in any objective sense of the word.

A lot can happen in the three months between now and the election that will affect votes in unanticipated ways, be it rock throwers on the Temple Mount or Sara Netanyahu’s Haagen Dazs budget, but my educated guess this far out is that the right’s share is not going to be too much above 60-65 votes and that Likud is going to lose ground relative to Habayit Hayehudi so that the power imbalance between Netanyahu and Bennett narrows further. Netanyahu is living in a cocoon and has been at the top for so long that his instincts are off. If he ends up with a narrower margin above the leftwing parties than he is expecting along with a further empowered Bennett looking to stick a knife in his back at every opportunity, Netanyahu may just end up wishing that he had left well enough alone and stuck with his current low-grade headache rather than trading up for a migraine.

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