What Is Bogie Ya’alon Up To?

March 19, 2014 § 3 Comments

Israeli Defense Minister Moshe Ya’alon gave a speech yesterday at Tel Aviv University during which he said some things that have got the White House pretty annoyed. Ya’alon inferred that President Obama wants to play out the clock and punt dealing with the Iranian nuclear issue to the next president, fingered the U.S. for demonstrating weakness in a variety of areas including in its response to the Crimean crisis, pointed out that U.S. military aid to Israel is not entirely altruistic but operates to American benefit as well in the areas of intelligence and technology, and finally predicted that U.S. weakness will come back to haunt it in the form of terrorism and direct challenges from revisionist powers. All in all, it was quite the rhetorical broadside. I will refrain from extensively commenting on Ya’alon’s last point except to note that by the standards of many of Ya’alon’s ideological compatriots and Likud fellow travelers who excoriated John Kerry when he predicted that the failure of the peace process will lead to greater international isolation of Israel and accused him of advocating for Israel to be treated as a pariah, Ya’alon has now done something far more serious than offer a prediction that the U.S. will suffer future attacks.

In response, an unnamed senior Obama administration official hit back at Ya’alon for undermining security ties between the U.S. and Israel and calling the entire relationship into question. To quote, “We were shocked by Moshe Ya’alon’s comments, which seriously call into question his commitment to Israel’s relationship with the United States. Moreover, this is part of a disturbing pattern in which the defense minister disparages the U.S. administration, and insults its most senior officials. Given the unprecedented commitment that this administration has made to Israel’s security, we are mystified why the defense minister seems intent on undermining the relationship.” This is not the first time this year that the White House has responded to comments from Ya’alon that it deemed to be over the line, as in January it was leaked that Ya’alon had disparaged John Kerry, which drew a disappointed, albeit less harsh, American response.

What is driving Ya’alon here? Ultimately, causing a rift with the U.S. is not going to benefit Israel in any way, and Ya’alon is presumably smart enough to know that trying to rhetorically peer pressure the U.S. into taking a more confrontational approach with Iran is not going to work. Furthermore, Ya’alon knows from intimate firsthand experience, first as IDF chief of staff and now as defense minister, just how close security cooperation between the two countries is, and so pretending that it’s not such a big deal rings hollow. In addition, the timing of going after Obama personally just as the U.S. is actively involved in Israeli-Palestinian peace talks and figuring out the security parameters of a longterm presence for IDF troops in the Jordan Valley is an awful strategy. If Ya’alon wants to ensure that the White House becomes more sympathetic to Palestinians complaints about Israeli intransigence, this would be one good way to go about it.

Certainly some of Ya’alon’s frustration is real. It is no secret that Israeli officials are worried about the direction of events in the Middle East, particularly with regard to Iran, and fear the U.S. stepping back from the region. What looks like cautious realism in the West Wing is viewed by Israelis as weak-kneed appeasement and wavering, whether it be negotiations with Tehran, an unwillingness to intervene in Syria despite repeated threats to do so, not bolstering Hosni Mubarak or dealing more harshly with the Muslim Brotherhood, etc. In addition, as Jonathan Schanzer points out, Ya’alon is upset about the U.S. not giving Israel weapons systems that would help in an Iran strike. Perhaps all of this boiled over at once and Ya’alon just couldn’t contain himself.

Or, perhaps there is more at work here, and Ya’alon’s outburst was a bit more politically strategic. Bibi Netanyahu has long had a real problem within his own party, and it is only compounded by the current peace negotiations. The younger and more hardline Likud members don’t trust him, and they have sought to embarrass him countless times, whether it be at Likud conventions, Likud primaries, or looking to amend the party’s constitution. Some of these efforts have been more successful than others, but if Netanyahu makes any real concessions with regard to the West Bank, the party is fated to split apart and there are no two ways about it. All of that is assuming that Netanyahu does not do the deed himself at some point and go the route of Arik Sharon, forming a new party and leaving a rump Likud behind (which would be deeply ironic since Netanyahu was the one who took the helm of the badly weakened Likud when Sharon formed Kadima). Ya’alon has been doing a good job of courting the Danny Danons, Yariv Levins, and Miri Regevs of the world, and they trust him a lot more than they trust the prime minister. Should it come down to needing a replacement for Netanyahu, Ya’alon seems like an obvious choice, and he can keep it that way by consistently espousing hawkish views such as the ones he did yesterday.

On top of this, the mood among Israel’s rightwing is no longer as uniformly pro-U.S. as it has been. There is a deep distrust of the Obama administration of course, but also a sense that the U.S. is moving in a very different direction than Israel. Netanyahu and his circle were genuinely surprised by the outcome of the 2012 presidential election, and simply did not grasp the internal American political dynamics, the changing demographics, or the war weariness of the American public. Throw on top of this the pressure coming from the White House on the peace process, and it just compounds the notion for some that the U.S. is harming more than it is helping. Many Israelis are for the first time in awhile openly questioning whether the U.S. can be reliably counted on, and nowhere is this more prevalent than among the younger Likud ideological vanguard who are the party’s future. Ya’alon recognizes this, and has been subtly playing into it for some time, which is why I think his comments about Kerry in January and his speech yesterday were more coldly calculating than he may want to let on. The other component to this is that Avigdor Lieberman, who wants to be prime minister one day and can only do so through Likud and is thus engaging in some jockeying for position of his own, has been criticizing the anti-American tone since his acquittal of fraud charges and his return to politics and publicly reminding Israelis that they should be wary of ruining the relationship with Washington. To the extent that Ya’alon views Lieberman – a hawkish nationalist who is very at home among the younger Likud folks – as a potential future rival, setting himself apart from Lieberman in a way that the Likud base favors is only smart politics.

At first glance, Ya’alon’s comments certainly seem puzzling, and they will not do any good for Israel itself. The question is whether Ya’alon was directing them toward Israel’s future or his own, and as usual, I think there is a heavy dose of internal domestic politics that is being overlooked. Yes, the frustration is real and is not entirely manufactured, but there is a method to the madness inasmuch as Ya’alon is thinking instrumentally about his political prospects down the line.

What I Got Wrong, 2013 Edition

December 30, 2013 § 4 Comments

As it’s the end of the year, it’s time to revisit my 12 months of screw-ups (last year’s mea culpa is here). There don’t seem to be as many big ones this year as last year, but that is not a function of my improving analysis and is rather a function of my increasingly neglectful blogging habits; last year I wrote 276 posts, this year only 65. Thankfully for all of you though, there’s still plenty of material for you to use in heaping scorn upon my head. Here are some of the lowlights.

Israeli-Palestinian peace talks: On February 13, I wrote a post entitled “The Prospects For Real Peace Talks” in which I downplayed the idea that Israel would enter into substantive talks with the Palestinians. I didn’t think the makeup of what I expected to be the new Israeli coalition government would allow for real negotiations to take place, and I wrote, “even if Tzipi Livni brings Hatnua into the government nobody should be getting their hopes up too high for a big diplomatic push on the horizon.” We can debate whether the current talks are going to lead anywhere real, but certainly the process is taking place and there have been enough signs that the talks have been substantive and are going well that this call was wrong on my part.

Erdoğan’s relative reasonableness: This seems destined to become a permanently recurring theme, as a similar prediction made this list last year too. Last year it was about Erdoğan realizing that his interests should override his harsh rhetoric on Israel, and this year it was about Erdoğan realizing that his interests should override his harsh stance toward the Gezi protestors. In trying to figure out how Gezi was going to resolve itself, I wrote on June 7, “Erdoğan does not want to back down, but my instincts tell me that as he is reminded of just how much his popularity depends on the economy and as he faces the prospect of losing the bid for the 2020 Turkish Olympics, he will try to come up with some sort of solution to end the chaos in the streets without having to go so far as to issue a formal full-blown apology. The fact that there is no opposition party poised to take advantage of the situation makes backing down slightly easier for him to do, and even Erdoğan understands just how crucial it is for his and his party’s longterm political future to make sure the Turkish economy keeps humming along. Only the prospect of serious economic damage will get him to back down, since giving in to the protestors in any way is completely anathema to his general philosophy and outlook. How long it will take for him to get to this point is way beyond my prognostication skills, but I’d be surprised if he doesn’t get there at one point or another.”

Oops. Erdoğan did not ease up on his rhetoric in any measurable way, and he in fact actually became increasingly harsher and waited for the protests’ momentum to peter out over time, which it did. Eleven days after my prediction, I was forced to write another post dealing with Erdoğan’s even more over-the-top responses to Gezi, as the prospect of economic losses clearly had not moved him. It’s worth remembering now as the corruption scandal is raging around him, since unlike last year, this time I really have learned my lesson. The only way Erdoğan is backing down this time, economic crisis be damned, is if his party forces him to do so by default in replacing him.

Bibi’s position in Likud: I don’t know why I am so insistent on this point, but every few months I seem to write a post predicting trouble on the horizon for Netanyahu within Likud to the point that he will be split the party or be ousted. While I am going to stubbornly insist that events will at some point vindicate my point of view, they haven’t yet. On June 27 in a post called “The Likud Bell Is Tolling For Bibi” I ran through some of Netanyahu’s recent troubles and then denigrated an op-ed my Mati Tuchfeld in which he predicted that Netanyahu could retake the party pretty much any time he wanted. I wrote, “I think this is a bad misreading of the situation that does not take into account just how much things have changed. Likud members used to venerate their prime minister, but at last year’s Likud convention, Netanyahu was being disparaged left and right in a way that had never occurred before. In addition, much like the younger generation of Congressional Republicans here, folks like Danon have little desire to stand on tradition and do not venerate Netanyahu, and are not going to “fall at his feet” just because he wishes it….There is a new coterie of deputy ministers and up and coming backbenchers who not only do not like or trust Netanyahu, they don’t feel as if they owe him anything. He did not mentor them and they got to where they are now via the Likud primary, which Netanyahu now wants to get rid of, and so they are not going to back him just because he asks. And unlike a year ago, they are no longer revolutionaries and they speak for a larger percentage of the party.”

While my assessment of the dynamic was correct, my assessment of Netanyahu’s grip on the party and power to influence outcomes was not. Earlier this month, three proposed Likud constitutional amendments whose aim was to weaken Netanyahu were withdrawn under pressure before they could even be brought up for a vote. It seems clear that the new deputy ministers do not like or trust Netanyahu a great deal, but it seems equally clear that Netanyahu is still very much in control of the party and is not going anywhere.

I’m sure there is more, and please feel free to point out any other things that I got egregiously or embarrassingly wrong this year. Here’s hoping to a great 2014.

The Likud Maneuvering Begins In Earnest

May 11, 2012 § 2 Comments

For those who are not familiar with him, Silvan Shalom is Bibi Netanyahu’s political nemesis and constant foil. He is also somewhat inconveniently one of the vice prime ministers and Netanyahu’s erstwhile main challenger for the Likud leadership. I wrote this in March:

Netanyahu and vice premier Silvan Shalom are long time rivals who do not like each other. The two go out of their way to antagonize each other by scheduling conflicting events and trying to embarrass the other through tactical voting on legislation, and Netanyahu even made sure that Shalom’s face was blocked in the official picture from the Cabinet meeting in which the Gilad Shalit deal was approved. While Shalom often comes across in these confrontations as bumbling and hapless, his resentment of Netanyahu is at the boiling point and Bibi cannot afford to make any of the younger MKs unhappy and risk a genuine leadership challenge within Likud.

Shalom has formally challenged Bibi to be head of Likud twice and both times he has lost, but he is still constantly looking for an opening. Today, while speaking to Moshe Rosenbaum, who is the chairman of the Beit El regional community council which has jurisdiction over Ulpana, Shalom called for an authorization law that would retroactively legalize all settlements and outposts since he believes that fighting for individual hilltops on a case by case basis is not supportive enough of the settlement project at large. These comments came after a cabinet meeting of senior ministers (which did not include Shalom) in which no decision was taken on whether to comply with the High Court order to demolish Ulpana by July 1, and in the midst of pressure from Likud MKs for the government to pass a law bypassing the High Court entirely.

As I have said a couple of times this week, bringing Kadima into the government gives Netanyahu lots of room to maneuver within the larger coalition, but it does nothing to alleviate – and even intensifies – his problem within his own party. Shalom is naturally trying to seize upon this, knowing that Netanyahu needs to placate the hardline members of what is after all a pro-settlement party but that doing so will cause trouble for Netanyahu with Mofaz and Kadima. Likud’s fault lines are being exposed, and it is going to be a Herculean task to try and keep the party in one piece without causing a major political crisis between the Knesset and the High Court. I don’t know that doing so is feasible, and I remain convinced that Likud is going to fracture and that an official split is coming at some point. Meridor staked out his position yesterday and Shalom has staked out his position today – the question is, where does Netanyahu ultimately stand? The answer is not one that he is going to be able to avoid providing for too much longer.

The Clock Is Ticking For Likud

May 10, 2012 § 3 Comments

Dan Meridor, member of the Octet and the security cabinet, deputy prime minister, and one of the Likud princes, has given an interview in which he says that Israel should freeze all settlement construction beyond the large blocs like Ariel and Ma’ale Adumim. Meridor stresses that he believes that the entire land between the Jordan and the Mediterranean is historically Jewish but that it is foolish to think that Israel can hang on to all of it while remaining both Jewish and democratic. He says that building all over the place is the single most damaging thing that Israel is doing to itself, and that the policy should be to build up international support for a land swap that would let Israel keep the major settlement blocs. Meridor adds that the whole world is after Israel because of its settlement policy, and that while he would keep Israelis in the settlements until there is a negotiated deal, there is no sense in allowing the settlements to continue growing.

Make no mistake, this development is just as important as the Likud-Kadima unity agreement. Meridor is not a fringe figure and also not someone who is free to say anything he likes by virtue of no longer being in government (see: Ehud Olmert). This is a break with current government policy by a senior minister, and one who is a member of Likud no less. Plenty of people will downplay this, but it really shouldn’t be downplayed. What this is going to do is crystallize the rift in Likud even further and bring things to a head. Meridor and those who agree with him can no longer coexist in the same party with MKs like Danny Danon, Yariv Levin, and Likud’s other Young Guns who take a hardline maximalist position when it comes to settlements. It is not a side issue within the party, but the main issue within the party. As it is, the younger hardliners do not trust the older Likud generation – and this includes Netanyahu – when it comes to settlements, and Meridor’s very public statement that settlement growth needs to completely cease outside the areas that Israel is expected to keep in a deal is the kind of thing that can spark an intra-party civil war.

The pressing question here is whether Meridor is acting alone. On the one hand, Meridor is in some ways a Likud apostate, having left the party to form the Merkaz (Center) Party a little over a decade ago, and then taking his time to rejoin Likud once Merkaz folded. One of the reasons he left Likud originally was because he and Netanyahu did not get along, and he now may very well be providing the rope for Netanyahu to finally hang him with. On the other hand, Meridor is also the perfect person for Netanyahu to use in floating a trial balloon because he is an old-guard Likud member without any higher political ambitions at this point and because he still commands respect both at home and abroad. There’s no way to know what is actually going on, but the timing of this coming right after Netanyahu has built a coalition that can withstand Likud defections is suspicious to me. If it comes to a point where the party splits into factions and Netanyahu has to choose to go with the Meridor wing or the Danon wing, I find it difficult to see him choosing the latter. I wrote yesterday that I think a split within Likud is possibly imminent, and Meridor’s interview will only hasten that along.

Thinking About Likud’s Future

May 9, 2012 § 4 Comments

One of the benefits of the unity coalition deal that Bibi Netanyahu struck with Shaul Mofaz and Kadima is that it strengthens Likud. Kadima’s dropping poll numbers and its new participation in the coalition mean that it will likely merge back with Likud before the next elections, which sets up Likud to gain more seats in October 2013 than it would have in September 2012. From an electoral standpoint, Likud is poised to come close to its 1981 highwater mark of 48 seats if Kadima dissolves and it is in an extremely strong position.

From a structural standpoint, however, Likud is not doing so well. Netanyahu presides over a fractious party that contains a serious split between the older generation of Likud princes and the younger generation of hardliners. Bradley Burston noted the sharp change in tone from previous Likud conventions, in which the head of the party was treated like a king, to Sunday’s Likud convention packed with mutineers who excoriated Netanyahu for not being sufficiently rightwing. Bibi was unable to even secure the position of convention chairman, and it must be a haunting irony for him that he strides the Israeli world like a colossus but cannot manage to impose the same iron will over his own party. Potential challengers like Moshe Feiglin and Danny Danon attack him on his right flank and make all sorts of veiled threats over perceived insufficient support for settlements, keeping Barak in the cabinet, and other issues on which Netanyahu is believed to be wobbly and not fully trusted. It is a maxim of Israeli politics that it is the right that brings down the right, and surely this is a fate that Netanyahu does not want to suffer, explaining his current flirtation with a bill that would override the High Court’s order to demolish Ulpana. Part of bringing Kadima into the government is that Netanyahu will have some space to maneuver should he want to tack to the center on selective issues.

Ultimately though, Netanyahu is going to face a choice over how far to go to placate his hardliners, and that may come sooner rather than later as the High Court’s Migron and Ulpana orders come to call. In light of all this, I will not be shocked if at some point before the 2013 elections we see Netanyahu move to kill off his own party and form a new one. This move is of course not without precedent in Israeli political history; Ben Gurion did it when he felt he had insufficient support from his Mapai colleagues leading to the creation of Rafi and then Labor, and more recently Ariel Sharon did it when he broke away from Likud to form Kadima in order to carry out the Gaza disengagement. Netanyahu is in a similar situation to Ben Gurion in that he clearly does not have an ideal level of support within the Likud ranks, and if he decides that he wants to make a serious move toward peace with the Palestinians he will find himself facing Sharon’s dilemma as well. Netanyahu is also now perfectly poised to form a new party from a position of strength since he would take all of the Kadima members with him should he bolt Likud to form a new party and would take more than half of the Likud MKs as well.

I don’t think this is something that anyone should expect to occur as it would be a huge gamble, and Netanyahu is historically not a gambler. The deal with Kadima though demonstrates a newfound propensity toward bold moves, and creating a new party would eliminate the various Likud thorns in Netanyahu’s side. I think the salient question on this issue is how serious Netanyahu is about making real strides on a Palestinian state. As I have noted before, Netanyahu is in many ways a prisoner of his party and his coalition. He has now solved the latter problem, but has not solved the former one. If Netanyahu does indeed have some more moderate inclinations aching to escape, then cutting off his rightwing flank and forming a new party is the obvious, and maybe only, move to make. Again, this is all theoretical at best and a little too pie-in-the-sky to probably occur, but given the utter surprise that greeted all analysts of Israeli politics on over the past two days, nothing can or should be ruled out anymore.

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