Welcome to Israeli Election Day
January 22, 2013 § 2 Comments
Finally, the day we’ve all been waiting for – Israelis go to the polls today to elect a new Knesset and a new government for the first time since 2009. Despite the fact that we don’t have any results yet, I thought I’d set out a list of things we know and things we don’t.
Things We Know:
—Bibi Netanyahu and Likud Beiteinu are going to win the most seats in the Knesset and Likud will be the largest party. This is an easy one given the polls, since even with the Likud Beiteinu list losing about a seat a week for months now, no other party is going to come close to the 32-36 seats LB is likely to take. The irony of course is that Netanyahu created the joint list in order to create an unbeatable force, yet Likud might have done better on its own as banding together with Avigdor Lieberman and Yisrael Beiteinu likely cost Netanyahu seats for a host of reasons (and from the Department of Shameless Self Promotion, remember who told you months ago that this was a very bad idea on Bibi’s part). Despite the blunder, Labor is probably going to come in second with 15-18 seats, and Habayit Hayehudi and Yesh Atid are going to be battling for 3rd and 4th place. It is possible that the LB list will have twice as many seats as the next largest party despite its free fall in the polls, although this is a bit misleading since the two parties agreed to merge until only 30 days past the election, at which point they are free to revisit their agreement and separate. The most interesting little nugget about Likud being the largest party in the Knesset is that despite having served two terms as prime minister, this will be the first time that Netanyahu leads his party to a Knesset victory. When Netanyahu was elected in 1996, Israel was in the midst of its decade-long experiment of directly electing the prime minister, and so while Netanyahu beat Shimon Peres by 1% in the prime ministerial vote, Likud won 32 seats to Labor’s 34. In 2009, Likud came in second to Kadima, but after Tzipi Livni was unable to form a government, Netanyahu swooped in and cobbled together a governing coalition despite controlling the second largest party in the Knesset rather than the largest. By the end of today, Netanyahu will finally be able to say that he led his party to an electoral victory.
Things We Don’t Know
—Everything else. And I mean that. Aside from Likud Beiteinu winning the most mandates, I cannot say with 100% certainty what else will happen. I am 99% sure that Netanyahu is going to be the next prime minister, but there are enough weird things going on to give me that minuscule 1% pause. To begin with, there are an unusually high number of undecided voters, and while they might break Bibi’s way, I don’t think that Bibi’s base is one that is marked by indecision, unless that indecision comprises whether to continue to vote for Netanyahu or to go with the trendier rightwing choice of Naftali Bennett and Habayit Hayehudi.
Furthermore, Netanyahu’s margins are going to be very tight, and this means there is an outside chance that he pulls a Livni and can’t pull off putting together a viable government. I am as confident as I can possibly be that HH is going to be in the coalition, but then the coalition math becomes very tricky. It involves bringing in a centrist party such as Yesh Atid, which will clash with HH and the more extremist Likud voices over peace process issues, or going with Shas and UTJ, who are toxic to HH over the draft and toxic to Yisrael Beiteinu over both the draft and the religious-secular divide. Then there is the possibility that Aryeh Deri’s return to Shas means it is no longer so reliably rightwing and will give Netanyahu a harder time when it comes to coalition bargaining.
To throw another monkey wrench into this, there are the rumblings from all sorts of quarters that the electorate has shifted in the past few days and that the leftwing and centrist parties are going to do better than their polling indicates. If voter turnout is high, it means that left and center parties are going to do better than expected, in which case there is even a possibility that Netanyahu is denied the first chance to form a government. Last month I brought up the possibility of a unity government, which started to look ridiculous in the interim but now I am not so sure that I was off-base. Then there are the rumors that were flying around last night that Ehud Barak is going to be defense minister and Tzipi Livni foreign minister, which I find to be completely far-fetched given the rancor toward Barak exhibited by all sorts of newly influential Likud members and the fact that Netanyahu would never give Livni any real power as foreign minister while Livni would never accept the position to be a mere figurehead. All of this is to say that while Bibi is almost definitely going to remain as prime minister, the possibility of a black swan would not be entirely out of the blue. As for what type of coalition he will put together assuming he remains prime minister, your guess is as good as mine. If I have to predict something, it’s that we will see a nationalist bent due to the inclusion of Habayit Hayehudi, that the haredi parties are going to be left out, and that Yesh Atid will be brought in. This will allow Bibi to keep his rightwingers happy on peace process and settlements, let Yesh Atid have its pet issue of reforming the draft, and not have to worry about the secular-religious divide issue bringing down the government. I can also see Labor being brought into this mix if Netanyahu wants to have the coalition be as big as possible or if the numbers are such that he needs another party but wants to avoid bringing in Shas. Whatever happens, the next few weeks promise to be an entertaining ride.
Israel’s Next Unity Government
December 18, 2012 § 8 Comments
In the time leading up to an Israeli election, one always gets the impression that Israel’s political system is the most fractured on Earth. Outrageous charges are hurled back and forth, and this year Kadima took things to a new level by adopting an anti-Bibi slogan superimposed on a picture of a nuclear mushroom cloud as its campaign poster. Nevertheless, as Israeli parties and politicians all jockey and maneuver before the January 22 election, it seems to me that if the poll numbers remain relatively stable, there is a good chance that Israel is headed toward a unity government comprised of Likud and Labor. While nobody will come right out and admit that while campaigning, the inter-party dynamics, Bibi Netanyahu’s past preferences, and Labor leader Shelley Yachimovich’s interview over the weekend are all pointing in that direction.
The latest polling – and the first to be released after Avigdor Lieberman’s resignation as foreign minister – confirms the trend that has been taking place for weeks, which is that the Likud-Yisrael Beiteinu joint list is polling in the mid to upper 30s range for Knesset seats and is likely to garner fewer seats than the two currently have now (and don’t forget where you first heard that this arrangement was going to backfire). In addition, the Habayit Hayehudi list under Naftali Bennett is holding steady at 11 seats, and is Netanyahu’s natural coalition partner given its rightwing stance. While there are rumors that Netanyahu would rather not deal with Bennett, he cannot afford to have Bennett constantly sniping at him from his right flank, particularly given how rightwing voters appear to be leaving Likud and flocking to Habayit Hayehudi. Including Bennett gets Netanyahu to just under 50 coalition seats, leaving him 10-12 short depending on how things precisely shake out. In the past, Netanyahu has turned to Shas and UTJ to fill this gap, and indeed together they are currently at 16 seats, which would get Netanyahu past the magic number of 60 seats and allow him to continue as prime minister. The problem is that Yisrael Beiteinu has been adamant about not wanting Haredi parties in the coalition, and Bennett last week demanded that Netanyahu take away the Interior and Housing ministries from Shas as part of his general argument that Haredi parties should be kept out of the next coalition. Yair Lapid’s Yesh Atid party might not get enough seats to fill the gap, and even if it does, it will still leave Netanyahu with a very narrow margin and no wiggle room. Tzipi Livni’s Hatnua party is probably out too, as Livni and Netanyahu do not like each other and Livni has turned down multiple opportunities to join with Netanyahu in the past. As demonstrated by his move to form a unity government with Kadima last spring, Netanyahu clearly likes to keep as many options open to him as possible, and his current narrow one has been a disaster, with infighting over the Tal Law and Haredi military service being a particular problem. This means constructing a coalition with as many seats as possible and without a big issue that will prove enormously divisive and impossible to overcome.
Enter Labor, which is second in the polls behind Likud Beiteinu, and Yachimovich, who has repeatedly declined to rule out joining a Likud-led coalition and who has insisted that Labor is not a leftwing party but a centrist party. Yachimovich wants to join the next coalition because she has never served as a minister and is relatively inexperienced and untested. Serving in the government will provide her with some more gravitas and do away with the impression that she isn’t quite ready for prime time, and lay the foundation for a future chance at expanding Labor’s seats and competing to be prime minister. In this vein, yesterday she gave an interview in which she said that the budget for settlements should remain untouched in the absence of a peace agreement with the Palestinians and stressed Labor’s history of building settlements when in government and that Labor has always had a hawkish element, including Yitzhak Rabin. This drew immediate responses from Lapid and Meretz chief Zahava Gal-On, but Yachimovich does not appear to be worried about Gal-On or other leftist parties damaging her credibility. Instead, she is clearly appealing to the fact that Israel’s electorate is far more hawkish on the Palestinians and the West Bank than in the past, and is laying the groundwork to be able to join a Likud-led coalition in which support for settlements is going to be a must. It is not accidental that Yachimovich broke her laser-like focus on economic and social issues to talk about settlements rather than Iran, the peace process, Gaza, etc. If there is one issue that will make it possible for Netanyahu to invite Labor into the coalition without risking a rightwing revolt it is support for the settlement budget, and Yachimovich’s interview was an attempt to forestall any criticism that might emerge on this front. While there will invariably be differences in opinion between her and Netanyahu on socioeconomic issues and on the peace process, there is now no daylight on the question of support for settlements. While I am loath to predict anything with certainly when it comes to coalition politics – particularly as I have been burned in the past – the signs as I read them point to a Likud-Labor unity government once the dust settles after the election.
Did Bibi Make A Mistake?
October 31, 2012 § Leave a comment
Like I said yesterday, I’ve been thinking a lot about the Likud Beiteinu deal and whether it is actually going to accomplish what Netanyahu and Lieberman are hoping. I expanded on my thoughts from yesterday for Foreign Policy, and looked at whether Likud Beiteinu is going to add to the vote share that the two parties have separately and what the whole thing means for the U.S. You can read the original article on FP’s website here, and I have reproduced it below for convenience sake.
In an announcement last Thursday that shocked the Israeli political establishment, Israeli Prime Minister Binyamin Netanyahu and Foreign Minister Avigdor Lieberman stated their intention to merge Netanyahu’s Likud Party with Lieberman’s Yisrael Beiteinu. Despite the contention made by some — notably Haaretz editor Aluf Benn — that this move creates a war cabinet that will make it easier for Israel to strike Iranian nuclear facilities, it’s more likely the two men had domestic politics at the forefront of their minds. In birthing the new Likud Beiteinu, Netanyahu and Lieberman are hoping to create a monolith that will dominate Israeli politics for years to come.
Creating a workable majority in the 120-seat Knesset has proven to be difficult, and always requires a coalition of larger and smaller parties. In the current Knesset, Kadima has the most seats with 28, and Likud comes in second with 27, but these numbers are historically low for the top vote-getters. Two decades ago, Labor won the 1992 Knesset elections after garnering 44 seats and Likud came in second with 32 seats, while the previous election in 1988 had yielded 40 seats for Likud and 39 for Labor’s leftwing bloc. Netanyahu and Lieberman are gambling that their new Likud Beiteinu party will be an electorally dominant rightwing giant by combining the strength of their two parties while also picking up former Likud voters who have voted for Kadima in the past two elections. The hope is that a bigger party will have the strength to withstand hostage-taking demands from smaller parties and be able to push its agenda through the Knesset with a minimum of haggling and horse trading. That agenda is likely to include a renewed push for Haredi military service, more building in the West Bank, and a neoliberal economic policy — and Netanyahu wants to be able to carry his policies out with a minimum of resistance.
While this is nice in theory, it is unlikely to play out in the way that Netanyahu and Lieberman hope. To begin with, the current polls are not looking too promising and show Likud Beiteinu either slipping from its current combination of 42 seats or maintaining the exact same share of the Knesset that it holds now. Controlling 42 seats as a single party would give Netanyahu a lot of power and flexibility, and there is certainly plenty of time between now and the election for Likud Beiteinu to surge in the polls. There are, however, good reasons to believe that the new party is not going to surge, but is actually going to slip.
To begin with, Likud Beiteinu might have a real problem with the Russian voters who make up Yisrael Beiteinu’s base. A poll commissioned for Channel 99 showed only 59 percent of 2009 Yisrael Beiteinu voters casting their ballot for the new mega-party in 2013, with 22 percent undecided. It is very possible that Russian voters who voted for Yisrael Beiteinu because it served as a patronage party bringing benefits to Russian immigrants are rightfully wary that Likud Beiteinu will have the same focus, and are casting around for another party to fill that void.
Within Likud, there is a mirror-image problem of the party’s base of Mizrahi (Jews primarily from Iraq, Syria, and Yemen) voters being turned off by the elevation of the Russian Lieberman to the second-most powerful person in Likud. The party has long struggled with the problem of having a Sephardi grassroots and an Ashkenazi leadership, and the inclusion of Lieberman along with the concurrent exit of Communications Minister Moshe Kahlon, who is of Libyan descent, might very well drive some Likud voters into the arms of Shas, which represents ultra-Orthodox Sephardi voters.
Another reason to suspect that this new arrangement is not going to yield as strong a party as Netanyahu hopes is that it rests on an odd and somewhat counterintuitive theory of party strengthening. As a general rule, the best ways to create a newly large and powerful party are to co-opt the opposition and to create a big tent that welcomes many different factions. The Likud-Kadima coalition agreement in May — despite its quick demise — was actually a successful attempt at such a maneuver since it eliminated Likud’s largest opponent and built bridges between a rightwing party and a more centrist party. The merger deal with Yisrael Beiteinu, however, will not be successful at co-opting smaller centrist parties and it will not create a big tent, as both Likud and YB reside on the right side of the political spectrum.
What this means in practice is that we are likely to see Likud Beiteinu get the largest share of seats in the Knesset but with nothing approaching a mandate for action. Rather than smooth sailing for the ruling party, there will be the usual political gridlock and unstable coalition as the smaller parties extort Likud Beiteinu to fund their pet projects as a condition of joining the government. Lieberman is also an unusually polarizing figure, and his presence at the top will make it harder for a party like Labor to even contemplate joining up in a unity government.
There are also some real implications here for the new U.S. administration, whomever the next president might be. The fact that Netanyahu is not going to be in as strong a position as he anticipates means that he will not be able to afford alienating his settler base or risk an insurrection from Moshe Feiglin, Danny Danon, and the more revanchist wing of Likud. Lieberman, himself a settler, takes an extremely hard-line positions on settlements as well, and thus the new Likud Beiteinu is likely to frustrate any desires on the part of the United States for the Israeli government to either freeze settlement building or to make concessions to the Palestinians, who have been immovably intransigent. The formation of Likud Beiteinu might even deal the final fatal blow to the Palestinian Authority, as Lieberman has been waging a months-long campaign to discredit Mahmoud Abbas by calling him a diplomatic terrorist and is unlikely in his newly powerful position to agree to keep on bolstering the PA. This will create all sorts of headaches for the United States and means that any remaining optimism surrounding the peace process is misplaced.
Netanyahu and Lieberman are banking that their new party will be greater than the sum of its parts, but there is an excellent chance that it will actually be the opposite. Should that turn out to be the case, expect to see a continuation of the congestion that has marked Israeli politics and frustrated its diplomacy over the last decade.
No, The Israeli Right Does Not Have A Permanent Majority
October 18, 2012 § 5 Comments
Dan Ephron, who is Newsweek’s Jerusalem bureau chief, wrote a piece on Monday about the Israeli right wing’s dominance of that country’s politics. Ephron quoted Noam Sheizaf as predicting that the election in January will create a “total collapse of the center-left, both as a political power and as an ideologically coherent idea,” and Ephron appears to agree that this is a likely scenario. The reason Ephron provides is that the fastest growing groups in Israel are the Orthodox and the ultra-Orthodox, and that “both groups lean heavily to the right.” Furthermore, “Since the core motivation for their political hawkishness is largely unchanging—a biblical injunction to maintain Israeli control over Judea and Samaria (their term for the West Bank)—it’s hard to imagine them ever shifting alliances. The upshot: with each passing year, the Israeli right grows stronger.”
This seems plausible on its face, but there are a few major problems with this analysis. First, conflating the Orthodox and the ultra-Orthodox (or Haredim) is a rookie mistake. Orthodox voters and Haredi voters have different motivations and vote based on different issues. The idea that a party like Shas speaks for, say, Israelis attending hesder yeshivot (where draft-eligible Israeli men split their time between army service and Torah study) is nonsense. It is also analytically lazy to contend that Orthodox Jews who serve in the IDF and go on to careers of various sorts are no different than Haredi Jews who do not perform army service and are largely dependent on state subsidies. Lumping their positions and ideologies together makes Ephron’s argument automatically suspect.
Second, it is simply not accurate to describe Haredi rightwing tendencies as being motivated by a desire to hold on to Greater Israel. As my friend Brent Sasley has pointed out, Haredim are generally anti-Zionist or non-Zionist. Not only do they not care about maintaining all of Greater Israel, as Ephron contends, but many Haredim are actually opposed to the idea of Israel at all, let alone an Israel that encompasses the West Bank. Haredi parties in the Knesset recognize the existence of the state, but they do not care about any biblical injunction regarding the land of Israel. In fact, as Brent usefully noted, Rav Ovadia Yosef, the founder and current spiritual leader of Shas (which is the Knesset’s largest Orthodox party of any stripe), held for years that it was acceptable to give up land if it would save Jewish lives, which is certainly not in line with Ephron’s dubious claim that Haredi rightwing positions stem first and foremost from a desire to hang on to the West Bank. Haredi parties generally – although historically not always – band together with other rightwing parties because they are very socially conservative and they feel most at home on the right. Issues surrounding the West Bank or the Palestinians have very little to do with it.
Third, throwing Likud’s politics in together with Haredi politics and pretending that it all stems from the same rightwing ideology is inaccurate. Both segments are conservative and ideological in their own way, but their conservatism and ideology are not shared. Likud is economically conservative and extremely devoted to the settler cause, and if any party has an ideology based on settling the entire land of Greater Israel, Likud is it. There is, of course, the inconvenient fact that Likud leaders are not themselves religious, including Likud founder Menachem Begin and current Likud prime minister Bibi Netanyahu, but certainly a sizable percentage of Likud voters are Orthodox (but not Haredi). Haredi parties are ideological and conservative as well, but their conservatism is social rather than economic – not surprising given how many Haredim survive on state largesse – and their ideology is one of fealty to Torah and Jewish law as a way of structuring daily life, rather than anything surrounding settling or holding onto the land. Likud is rightwing, and Shas and UTJ are rightwing, but they are rightwingers in the same way the Club for Growth and the Christian Coalition are rightwing – they inhabit the same general political universe but for vastly different reasons.
It is true that the Orthodox and the ultra-Orthodox both lean heavily to the right, but that is about the only part of Ephron’s analysis that isn’t stunningly ill-informed. Just because both groups have the word “Orthodox” in their names does not mean that they share the same core motivations. The Israeli right may be growing stronger, but that doesn’t mean that Haredi parties wouldn’t shift their allegiance to the left if they were promised a better deal on subsidies and control of Israel’s religious institutions. Ephron’s permanent majority theory is based on some serious basic factual errors, and given that he is the Jerusalem bureau chief for one of America’s most prominent newsweeklies, I expect some more rigor from him.
Tycoon Politics
July 9, 2012 § Leave a comment
One of the most consequential, and yet underappreciated, events in recent Israeli politics was the creation of the Israel Hayom newspaper in 2007. Israel Hayom (meaning Israel Today) is owned and bankrolled by Sheldon Adelson, who has recently become well known in the United States for his support of Newt Gingrich and now Mitt Romney through millions of dollars in super PAC donations. After only three years, it became the largest circulation newspaper in Israel, and because it is free, it is unlikely to give up its top spot any time soon. It is also unabashedly and unwaveringly supportive of Bibi Netanyahu, and has contributed to a media climate in Israel in which Netanyahu is often treated with exceeding deference.
While Adelson is Netanyahu’s most enthusiastic backer, this was not always the case. As detailed in the recent Vanity Fair profile of Bibi,a decade ago his billionaire champion was Ronald Lauder, who bought Channel 10 in order to provide Netanyahu with a friendly media outlet. Over time, as the independent channel became increasingly critical of Netanyahu, the friendship between he and Lauder deteriorated, and Netanyahu characterized it to Vanity Fair as “O.K. We’ve had warmer periods and cooler periods. I respect him, and he respects me.” Lauder himself has also become more openly critical of Netanyahu, giving what was in many ways a shocking interview a year ago in which he publicly disagreed with Netanyahu’s demand that the Palestinians recognize Israel as a Jewish state before commencing negotiations and criticized his foot dragging on the peace process. This past month, Lauder took out a full page ad in the Wall Street Journal that was supportive of Netanyahu and placed the blame on the Palestinians for the impasse in the peace process, which was seen as an effort to repair ties with Bibi but also could have been a PR response to the airing of dirty laundry in the Vanity Fair piece. In any event, there is sufficient evidence that Lauder and Netanyahu have parted ways over the last ten years, both in their friendship and in their views on Israeli policy.
In light of all this, the news that Lauder is planning on starting an English language Israeli news website is intriguing. On the one hand, this might be an effort to improve Israel’s image among the world’s English speaking population or even reconnect American Jews to Israel. On the other, this might also be a subtle dig at Adelson and Lauder’s attempt to shape Israeli news abroad as Adelson has done in Israel. Adelson and Lauder do not get along at all, and Lauder’s influence with Netanyahu has waned in direct proportion to Adelson’s increased clout, so it will be interesting to see if Lauder’s new venture is as pro-Bibi as Israel Hayom is. If Lauder has indeed broken with Netanyahu and believes that there needs to be greater pressure put upon him on the peace process front, the resulting clash of the titans will be interesting to watch.
Adelson and Lauder are not the only two billionaires inserting themselves into Israeli politics. Yediot reported today that Charles Bronfman and Ronald Cohen bankrolled the reservists’ protest on Saturday night, which clearly put lots of pressure on Netanyahu to back off his position earlier last week of ignoring Kadima’s demands regarding drafting Haredim. None of these developments are good, since the insertion of foreign money into Israeli politics, whether it be Adelson’s, Lauder’s, or Bronfman’s, is not going to end well. If you need any confirmation of that, just ask Ehud Olmert how things have been going for him lately. It doesn’t appear as if this trend is abating any time soon though, and given the different personalities and viewpoints involved, it looks like Adelson is about to have some competition.
