Following Up On E1 And A Unity Government

January 4, 2013 § 2 Comments

There are a couple of news items today related to two predictions I made last month – that Israel is not actually going to build in E1 and that there is a decent likelihood of a Likud-Labor unity government after the elections in a couple of weeks – so I figured I’d take the opportunity to revisit the topics and see where things currently stand.

In the E1 department, Netanyahu has delayed the plans for building despite the Defense Ministry approving the blueprints and the Civil Administration approving the plans. Predictably, this has raised rightwing ire as there is no word as to when the prime minister’s office is going to file the plans with the zoning committee or what is causing the delay. As you may recall, I argued that this is precisely what was going to happen:

The reason for this is that building homes in E1 has been a longstanding red line for both the United States and the European Union, and that line won’t dissipate just because the Palestinian Authority decided to defy Israeli and American wishes against pursuing a statehood claim at the U.N. The U.S. response to the E1 announcement was unambiguous, labeling it counterproductive and a threat to the two-state solution, and pointing out that settlement building in E1 makes direct negotiations harder, which is a not-so-subtle reminder that this is the exact charge Israel has leveled at the Palestinians over the U.N. strategy…

The U.N. vote came as a surprise to Jerusalem, and Netanyahu knows that actually sending construction crews and cement mixers into E1 will worsen Israel’s image problem. I also imagine that there have been some extremely unpleasant conversations with White House and State Department officials this past weekend given that the E1 announcement came on the heels of unwavering American support over Gaza and at the U.N. As dedicated as Netanyahu has been to the settlement project, even he must now realize that building Mevaseret Adumim is a bridge too far…

Following the embarrassingly lopsided U.N. vote and the criticism from his right that he did not go far enough during Operation Pillar of Cloud, Netanyahu needed to make a big gesture before the January 22 election to demonstrate that he is committed to settlements and that he will not take the PA’s new statehood status in stride. E1 is an enormous deal to the settler wing of Likud, and declaring a new planning and zoning stage is red meat to Israeli right-wing partisans in a variety of camps, whether they be pro-settlements or have a religious or nationalist attachment to an eternal undivided Jerusalem.

The fact that this—just like the Levy Report—is an announcement that will never be acted upon does not negate the fact that it is good politics for Netanyahu. He is going to perform a delicate balancing act, in which he doubles down on settlementsfor a domestic audience while assuring the U.S. and the EU that E1 will remain a barren tract of land.

What has changed since I wrote this is that Naftali Bennett’s Habayit Hayehudi party has skyrocketed in the polls while Likud-Beiteinu has plummeted. The latest poll of polls has LB at 34 Knesset seats and HH at 14.5, which is the continuation of the trend of HH gaining about one seat a week and LB losing about one seat a week in opinion polling. When Netanyahu decided to create the joint Likud-Yisrael Beiteinu list, the idea was to co-opt Lieberman from taking away votes on his right, but he did not foresee another rightwing party posing a serious challenge and siphoning away votes from the LB creation. Now he is dealing with a serious HH presence in the next Knesset, which might be enough of a scare to change his E1 decision. Despite this, I am holding to my original prediction, because while Likud-Beiteinu is going to be a lot weaker electorally than Netanyahu originally envisioned, it does not change the fact that E1 is still a much bigger deal for the U.S. and Europe than almost any other settlement in the West Bank. What I think we are likely to see is Netanyahu keep E1 on the back burner while fast tracking building in East Jerusalem neighborhoods such as Gilo and Har Homa, which will mollify rightwingers somewhat without risking an enormous clash with Western states.

On the unity government front, Labor leader Shelley Yachimovich yesterday indicated that she will not join a Likud government which at first glance seems to blow up my previous analysis. A few point to keep in mind, however, before deciding that Labor is definitively going to be in the opposition. First, Israeli opposition politicians are notorious for blasting the prime minister and making claims about never joining the government right before doing exactly that. For a recent example, go back and look at what Shaul Mofaz was saying about Netanyahu and Likud last spring literally just days before agreeing to form a unity government with Likud. Whatever Yachimovich says know in the heat of an election campaign should be taken with a grain of salt.

Second, in parsing what Yachimovich said, contrary to the reporting and the headlines she actually did not definitely rule out anything and gave herself lots of wiggle room. She said that she wants to be prime minister but that she will lead the opposition if she’s not, and explicitly made clear that she had decided not to join the coalition because of recent radical positions taken by Likud and because of Netanyahu’s embrace of Avigdor Lieberman. According to her, under the current circumstances she cannot work with Likud because “this is not the Likud we all know.” This formulation is expressly designed so that it can be walked back if needed. After the election, with Lieberman’s status uncertain and the electioneering over, Yachimovich can easily say that she has spoken with Netanyahu and that they have agreed on a set of broad principles, coupled with a statement or two from Netanyahu reaffirming his commitment to a two-state solution and finding a solution to the problem of social inequality. Framing her opposition to joining a Likud-led coalition in the terms that she has is not a categorical denial that she will ever agree to form a unity government, but rather a very temporary hurdle that she can dismantle anytime she wants. All that needs to be done is to declare that Likud is actually more reasonable than she originally thought and that she is joining the coalition because it is in the best interests of the country. A General Sherman type blanket denial this was not. Does this mean that a unity government is guaranteed to happen? Of course not, since the fact still remains that Likud and Labor have many sharp disagreements and the coalition politics might be tricky. All I’m saying is that yesterday’s statement does not rule out the possibility.

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.

Will The Israeli Elections Have Any Policy Effect?

October 10, 2012 § Leave a comment

I wrote a piece for Open Zion about Bibi Netanyahu’s call for elections to be held within three months, and I argue that the effect on Israel’s foreign policy will be pretty close to nothing. My essay went up a couple of hours ago and can be found in its original form here, but if you haven’t already seen it on Open Zion it is reprinted below for convenience sake.

As was widely expected, Prime Minister Binyamin Netanyahu announced yesterday that Knesset elections are going to take place within three months. The ostensible reason that Netanyahu provided was deadlock over the budget, but this was an obvious move on Netanyahu’s part given the political situation in Israel. The J14 social protests this past summer were a shadow of their previous incarnation, the situation on the southern border with Egypt appears relatively quiet for now, and Iran has been put on hold. Netanyahu’s Likud party is on top of the polls and the parties that make up the rest of his right-wing coalition bloc are all poised to do reasonably well.

More importantly though, Netanyahu’s opponents don’t appear to present much of a threat at the moment. Kadima’s erstwhile leader Tzipi Livni, who led the party to the most seats in the 2009 election, is now without a political home and has been reduced to communicating to the public through her Facebook page, and current Kadima head Shaul Mofaz is busily running the party into the ground. Labor will almost certainly do better this time than it did in 2009, but the consensus is that Shelley Yachimovich is not quite ready for prime time and needs some more seasoning before presenting a real threat to Netanyahu. While there are some plausible but remote scenarios in which Netanyahu is cast out of the prime minister’s residence, the overwhelming likelihood is that three months from now Netanyahu will remain exactly where he is.

The reason Netanyahu is calling for new elections now is primarily because the domestic political scene is so favorable for him. Much like when he engineered the unity government deal with Mofaz and Kadima last spring, there will undoubtedly be speculation that the timing of the vote is related to Iran or to the peace process, but as was the case back in May, this is not being done with foreign policy considerations in mind. Thinking about what this abbreviated election campaign will look like and what constraints will be in place when it is over yields some insights as to why this is so.

On Iran, there should be little question left that the elections are the final toss of dirt on top of what I have argued is the long-buried coffin of a strike on Iran in the next six months. Even if Netanyahu were able to give the order to launch a strike, he is historically extremely risk-averse, and would not do so with an election coming up so soon and potentially endanger his strong political position. That does not, however, mean that Iran is not going to be an issue in the campaign. Mofaz is likely to bring up what he calls Netanyahu’s “warmongering” again and again, and I expect we will hear mentions of Netanyahu’s recklessness on Iran and his related precarious management of the U.S.-Israel relationship from Yachimovich as well.

The reason for this is that a unilateral strike on Iran remains deeply unpopular with the Israeli public, and that will still be the case once the campaign is over. If things go as expected, Netanyahu will remain in office with the same coalition partners and the same security cabinet, where he will still not have the votes for a strike on Iran. The upper echelons of the IDF will still be against a unilateral strike, and there will still be enormous pressure from the U.S.—assuming that President Obama is reelected—to hold off. In short, if Likud picks up an additional seat or two and the coalition grows by 2 to 5 seats, which is what the current polls indicate will happen, the structural constraints that are in place now and that have prevented a strike from happening will have not changed at all. The idea that Netanyahu will be newly empowered when it comes to Iran after this election seems to me to be highly dubious.

A similar static dynamic is at work when it comes to the peace process. Raphael Ahren argues in the Times of Israel that one of Netanyahu’s aims in scheduling an early vote is to avoid pressure from the U.S. on negotiating with the Palestinians. But irrespective of whether Obama is a lame duck come November or is gearing up for a second term, no such pressure will be forthcoming. Obama was burned during his first term by his attempt at creating an environment in which serious negotiations could resume, and between the massive uncertainty created by Iran’s nuclear program, the civil war in Syria, and the continuing reverberations from the Arab Spring, not to mention the administration’s Asian pivot, the peace process is not going to be chief among Obama’s second term priorities. If Romney wins in November, Obama is neither going to have enough time left nor sufficient political capital in his arsenal to push Netanyahu on the Palestinian issue.

Leaving the American dynamic aside, the early Israeli elections do not signal any change coming down the road on the peace process. Before the formation of the brief-lived unity government in May, the Israeli campaign season had begun to gear up, yet there was virtually no mention of the Palestinians or the peace process by anyone, including the left-wing parties that historically have used the peace process as a campaign issue. Social and economic issues dominated the Labor and Meretz discourse, and the current election campaign is going to be fought on similar grounds. The Israeli peace camp has basically disappeared in the aftermath of the second intifada and rockets from Gaza, and elections will not change that. Should Netanyahu remain prime minister, there will be little reason for him to suddenly deal with an inept Palestinian Authority or a violent and intransigent Hamas.

It is tempting to think that Netanyahu has some big grandiose plan in mind when it comes to Iran or the Palestinians and that he is calling early elections so that he can secure a mandate for some major foreign policy moves. The reality of the situation, however, is that Netanyahu is simply trying to capitalize on his current popularity at a time when the opposition is weak and fractured, and the effect that this election will have on Israel’s foreign policy is as slight as it could possibly be.

Guest Post: An Alternate History of Israeli-Turkish Reconciliation

September 4, 2012 § 1 Comment

Dov Friedman (whose previous guest post can be found here) is taking over the reins of O&Z once again for an insightful counterfactual of what might have been had Shaul Mofaz used his time in the Israeli coalition to mend ties with Turkey. Dov thinks that Israel missed a golden opportunity with the release of the Lindenstrauss Report, and here’s why:

Though few realized it at the time, the day Israeli Comptroller Micha Lindenstrauss released his highly critical report detailing the government’s mishandling of the Mavi Marmara raid—June 13th of this year—doubled as the best chance for Israel and Turkey to repair the countries’ damaged relations. Only four weeks prior, Shaul Mofaz had led Kadima into Netanyahu’s government. The expanded coalition had weakened the power of Foreign Minister Avigdor Lieberman, a chief opponent of an Israeli apology. The Lindenstrauss Report revealed new information that would have made an apology credible—and restored relations possible. But Netanyahu dismissed the report, the public discourse faded, and a key opportunity was missed, the effects of which are still being felt by Israel—and by Turkey.

Upon the grand coalition’s forming, analysts offered various explanations for the surprise Netanyahu-Mofaz partnership.  Many observers—including Jeffrey Goldberg, Amir Oren of Ha’aretz, and Commentary’s Jonathan Tobin—viewed the deal as increasing the likelihood of an Iran strike.  David Horovitz argued optimistically that Netanyahu could use the coalition to advance talks with the Palestinians. Here at O&Z, Michael saw the deal as motivated by domestic issues, specifically the unconstitutional Tal Law.

Frozen relations with Turkey were an afterthought. The most recent attempt to broker a deal between the recalcitrant sides had dissolved the previous summer. The Lindenstrauss Report created an opening.  Netanyahu was still motivated to protect his expanded coalition, and Likud-Kadima unity on an apology could marginalize radical coalition opponents.

Yet, Mofaz exerted no pressure to reengage Turkey. Turkey had spent the previous six months going out of its way to needle Israel, reminding it that the freeze had costs. In February, Turkey demanded that Israel not receive data from the NATO missile defense system housed by Turkey. In late April, Turkey rejected Israel’s participation in NATO’s May summit in Chicago. Unquestionably, rapprochement with Turkey would eliminate a considerable—and unnecessary—headache for Israel.

If Mofaz had pressured Netanyahu to resume negotiations with Turkey, the outlines of a deal were clear. Netanyahu’s government would have said that in light of its own internal report, Israel regretted the poor planning and lack of preparation that contributed to the loss of life, and it recognizes that the circumstances could have—and should have—been prevented. Turkey could then have returned its ambassador and pledged aid ships to Gaza—ships that would conveniently dock in Ashqelon, tacitly reaffirming Israel’s security interest in managing the flow of aid into the Strip.

Of course, that deal never materialized. Not three months after entering the coalition, Mofaz led Kadima out ashen-faced. Netanyahu balked at confronting the religious parties over the Tal Law, refusing to implement Yohanan Plesner’s recommendations for haredi national service. Mofaz—having cried wolf one too many times—had no appealing options.

While analysis of the collapse focused on the domestic political implications, it overlooked lost international opportunities. Undoubtedly, Turkish Prime Minister Erdoğan and Foreign Minister Davutoğlu will seek—and relish—further opportunities to poke Israel in the eye. Israel wisely refrains from comment, but that hardly means it doesn’t smart from the blows. Turkey is still a NATO member, and it can create problems for Israel indefinitely.

However, Erdoğan and Davutoğlu err if they believe the standoff has not detrimentally affected Turkey. If the Netanyahu-Mofaz coalition and Turkey had hammered out a deal, the downed Turkish F-4 jet may never have flown. As friend of O&Z Aaron Stein noted in an incisive piece in World Politics Review,  Turkey’s intelligence capabilities are decidedly limited. Israel’s are significantly less so. Israel maintains a fleet of satellites with broad intelligence-gathering capabilities. The Mossad is active in Syria, and the IDF has experience flying aircraft in and out unscathed.

The theory prevails that Turkey’s jet was testing Syria’s air defenses. One need not theorize that Turkey was out of its depth. If Israel and Turkey had ended their superficial feud, Turkey’s pilots might never have been asked to broach Syrian airspace.

Israel has suffered publicly from the downgraded relationship; however, Turkey has lost out as well, albeit less obviously. Because trade relations between the countries remain strong, neither has felt pressure to alter the status quo.  Nevertheless, the sides continue missing opportunities to collaborate to mutual benefit. This alternate history merely illustrates that the full extent of the shared loss may be continually underestimated.

The Likud-Kadima Deal Is Not About Iran

May 8, 2012 § 10 Comments

Last night right after the news broke that Shaul Mofaz and Kadima were joining Bibi Netanyahu’s governing coalition and that the early elections that had been announced for September 4 are now off, I wrote this post on the implications of the deal for Israeli domestic politics. On the morning after, I have a few more thoughts pertaining to how the new unity government will affect changes in Israeli foreign policy. The short version is, it won’t.

The area in which some people are expecting Israeli policy to shift with the new government is Iran. Jeffrey Goldberg thinks that the larger coalition and unity government might make it easier for Netanyahu to strike Iranian nuclear sites should he be so inclined. I think it is true that it makes doing so easier since the new coalition comprises 93 out of 120 MKs, and a unity government deciding to launch an attack takes some of the bite out of the recent cascade of criticism coming from former defense and intelligence leaders. Kadima joining the coalition, however, does not alter the basic realities that were preventing Netanyahu and Barak from carrying out a strike months ago. Israeli public opinion is still ambivalent on a unilateral Israeli strike, U.S. and world pressure to wait and give sanctions more time has not disappeared, four out of the eight Shminiya (Octet) members are still opposed, and the security and intelligence establishment have raised legitimate concerns that cannot be waved away just because Kadima joined the government. Add to all this the fact that Israel has serious renewed security concerns on its southern border with Egypt and is keeping an eye on its northern border following reports that Scud missile installations being moved closer to the border in Syria, and attacking Iran appears to be a dicey proposition.

There is also the Mofaz factor, which does not necessarily weigh in favor of a strike. Looking at Mofaz’s position on Iran, a little over a month ago he blasted Netanyahu for pushing for a strike that he deemed would be premature and ineffective, and said that he would stand with any PM who ordered an attack as the last resort but that Israel was not yet at that stage. Just yesterday, he accused Netanyahu of politicizing the issue of a strike and endangering the relationship with the U.S. Now, anything Mofaz said in the guise of campaigning must be taken with a grain of salt, but that he chose to hit Bibi hard on Iran cannot just be brushed aside so easily. It is also important to remember that Mofaz was not campaigning primarily on security or defense issues but rather donned the mantle of social justice, and was particularly targeting preferential treatment for Haredim. The deal with Likud gives Mofaz and Kadima the task of leading the committee charged with coming up with a Tal Law alternative, which is again not a security-related issue. It is easy to think that bringing a former defense minister and IDF chief of staff on board must mean that Netanyahu is seeking to add another buffer against criticism should he choose to attack Iran, but the details of Mofaz’s campaign and the particulars of the unity deal do not necessarily point to this conclusion. There are now three former chiefs of staff in the cabinet – Barak, Mofaz, and Yaalon – and based on what we know, only one of them is on board for an imminent unilateral strike on Iran. Just because the cabinet is full of generals does not mean that they are all gung ho to launch a new military adventure.

There is, however, one important way in which Israeli foreign policy might change with this unity deal, and that is the renewed empowerment of the foreign minister should Avigdor Lieberman be indicted, which I expect will happen in light of Zeev Ben Arie’s indictment and plea bargain last week. If Lieberman has to leave the government, it is safe to assume that Mofaz will take his place, and Israel will then once again have a foreign minister who is actually trusted to carry out the state’s diplomacy. This would undoubtedly be a good development should it occur, since Israel’s Foreign Ministry is too important to be left in incompetent hands.

When all is said and done, I do not think this deal is about Iran. I think it was done for domestic political considerations first and foremost. Let’s remember that while Netanyahu has faced no real challenges, Likud has not been on nearly as solid footing as its party leader. It is right now the second largest party in the Knesset – and that Kadima is the largest but is only getting one minister slot out of this deal tells you all you need to know about its long term prospects – but had been facing a new threat from Yesh Atid, a Labor bump following summer social justice protests, and a rightwing revolt within its own ranks led by Moshe Feiglin, Danny Danon, and others who do not find Netanyahu sufficiently committed to the settlement cause. The deal with Kadima eliminates these problems or gives Netanyahu more time to deal with them. By bringing Kadima and Mofaz into the coalition, it increases the chances that an increasingly unpopular Kadima (polls had it coming in fourth or fifth were elections to be held in September) will simply merge back with Likud before October 2013 and undo the rift that Ariel Sharon created in order to pull out of Gaza. It also cuts the legs out from under Yair Lapid and his new party before it can really get off the ground, and while Yesh Atid might stick around and build support, October 2013 is a long ways away for a party that has no seats in the Knesset. A newly stabilized government gives Netanyahu more time to quell the growing backbench rebellion within Likud as well, and he can expect Kadima to now back him full-tilt on settlements once he backs Mofaz’s Tal Law alternative. In sum, this is move to bring in Kadima and cancel the early elections is a no-brainer that eliminates potential rival parties, strengthens Likud internally, and probably increases its vote share over what it would have gotten in September. Does it make it easier to attack Iran? Sure – Mofaz might now become Netanyahu’s Colin Powell inasmuch as his known reticence about a strike and his presence in the cabinet make it more credible should Netanyahu decide to act. But I don’t think that is the correct prism through which to view yesterday’s political machinations.

P.S. Related to all of this, Brent Sasley has a great post over at Mideast Matrix that is well worth a read because it gets to the root causes of Israel’s political dysfunction. The casual observer familiar only with the American form of government looks at the fact that the Israeli prime minister just decided on a whim to cancel his own call for early elections and put them off for over a year as a gross violation of democracy, when in fact it is par for the course in a parliamentary system. That does not mean, however, that all is well with Israeli politics, and Brent makes a great counter-intuitive argument that yesterday’s events actually strengthen Israel democracy by temporarily papering over some of the immense structural problems that exist in the system.

Some Quick Initial Thoughts On The Israeli Political Bombshell

May 7, 2012 § 4 Comments

First of all, wow. The deal to form a Likud-Kadima government is a master stroke by Bibi Netanyahu, who now gets to avoid dealing with elections and having to make a bunch of imperfect choices in putting together a coalition, while also seizing on the fact that nearly 3/4 of Israelis want to see the Tal Law gone for good. He isn’t giving up anything, gets to cut Yair Lapid off at the knees, and strengthens his bid as the most dominant Israeli politician of his generation. This is an enormous win for him.

Another big winner, perhaps even more so than Bibi when thinking about relative gains, is Ehud Barak. I wrote last week that I was confident Barak and Atzmaut would get enough votes to be seated in the Knesset and remain in the coalition, but now Barak doesn’t have to worry about that anymore. He gets to remain as defense minister and doesn’t have to keep taking symbolic stands against settlements in an effort to rebuild his constituency. Barak also seems to genuinely hate Lapid, mocking him in the past week for using a teleprompter and comparing his Yesh Atid party charter to that of the Baath party in Syria, so the fact that Lapid now goes back to being a television host for the time being must make Barak happy.

The fact that Barak is staying as defense minister is even more remarkable when considering the that it is Mofaz who cut the deal with Netanyahu to join the government. Mofaz is a former IDF chief of staff and former defense minister, and you know that he must have wanted to take Barak’s seat but is instead joining the coalition as vie premier. Certainly not a bad gig by any means, but you have to think it is his second choice. What this says to me is just how badly Netanyahu wants and needs Barak by his side in order to provide credibility and instill confidence in the Israeli public should Israel move to strike Iranian nuclear sites. Netanyahu is clearly unwilling to give him up, which again reinforces the point I have been harping on about Barak being the critical decision maker and figure to watch on Iran.

Another winner here is Shelly Yachimovich and Labor. Yachimovich has been in major pander mode lately, saying that she would join the Netanyahu government under the right circumstances and even absurdly claiming to share a lot in common ideologically with Shas and UTJ. She knew that she was facing an uphill battle in an election with Mofaz trying to siphon off social justice voters, Yisrael Beiteinu seen as the face of the battle against Haredi military exemptions, and Yesh Atid going after Labor’s main demographic. Labor as of today had no ministerial posts and was not even the largest opposition party. Now, Labor instantly vaults over Kadima to be the primary opposition party and Yachimovich has a new position as opposition leader and a larger bully pulpit. Given that she had zero chance of replacing Netanyahu and becoming the next prime minister anyway, the Likud-Kadima deal benefits her in the end as well.

In hindsight, a deal between Likud and Kadima was inevitable given Mofaz and Kadima’s free-falling poll numbers. Mofaz harbored hopes of beating Netanyahu and becoming PM, but the polls made it clear that this was not going to happen. Things were looking so bad that there were even calls in the past few days for Mofaz to make up with Tzipi Livni and bring her back into the fold. As I’ve noted previously, Mofaz had no intention of orchestrating a leadership fight with Livni and taking control of Kadima to be just another powerless politician, and it was clear that he was going to move closer to Likud if he thought he couldn’t beat Netanyahu outright. But it never occurred to me that he and Bibi would forge a deal before the elections rather than after them. Good for Mofaz for leveraging his position when he was at his most powerful, and good for Bibi for recognizing a good opportunity staring him in the face.

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