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.
Back To The Drawing Board For Kadima (And For Me)
July 17, 2012 § 5 Comments
So remember when I predicted that Shaul Mofaz and Kadima were going to remain in the coalition? Turns out, not so much. According to reports, Kadima is officially out over the failure of Mofaz and Bibi Netanyahu to bridge the gap between their parties over what will replace the Tal Law. Specifically, the sticking point is the age until which Haredim can defer the draft, with Mofaz insisting that Netanyahu’s proposal of allowing Haredim to defer until age 23 is unacceptable. And so with that, the curtain closes on the grand unity government experiment.
Why did I get this wrong? I think I underestimated the humiliation and credibility factors for Mofaz. He has been threatening to pull out for weeks, and each time he issued a threat and Bibi called his bluff, it turned into a hollow one. There were only so many times Mofaz could allow that to happen, and my assumption that the overarching political considerations (more on that in a moment) would trump the more personal ones was pretty obviously faulty. I also underestimated the degree to which Netanyahu was going to remain in thrall to the Haredi parties, since the logic of creating the larger coalition was precisely so that he wouldn’t have to be held hostage to the demands of Shas and Eli Yishai. Unlike some others, I did not think that the Likud-Kadima agreement was about Iran, and unless Mofaz is actually leaving because a strike is imminent and he wants no part of it, the Iran factor was clearly overhyped by some. Given Netanyahu’s unwillingness to do what he could to keep Kadima in the coalition following his establishment of the Plesner Committee, which signaled his intention to let Kadima lead on the Tal Law, I am confused as to what his original intention was. It was obvious to me at the time that it was not about Iran or the peace process, and I assumed it was to give him maneuvering room for equalizing the burden of service and upsetting his Haredi coalition partners and for ignoring the extreme faction within Likud on his right. That he let the unity government fall apart like this is puzzling to me, since while Mofaz walks away from this looking weak and like a buffoon, so does Netanyahu to a lesser extent. Make no mistake, the Kadima position on this is a lot more popular with Israelis than the Likud/Shas position, and Netanyahu just lost an opportunity to score some very easy political points while at the same time doing the right thing by not letting Haredim avoid their duties to the state.
So, assuming that my analysis still carries some credibility, what comes next? To begin with, Kadima leaving does not alter the fact that Netanyahu still has a governing coalition that agrees on most rightwing issues. In fact, he is going to have a larger coalition than he did before the deal with Mofaz, because a bunch of Kadima MKs are now going to break off and join Likud. I thought this was going to happen both before the unity deal and after the unity deal, and the only difference now is that Mofaz himself will not be going with them. Netanyahu is still going to have to reconcile the fact that Shas and UTJ want to maintain the status quo on the draft and Yisrael Beiteinu does not, but this juggling act might be easier to manage depending on how many Kadima MKs break away from their current home and join their former home. I have seen early reports that it will be at least 7, and it might grow to more. So while Netanyahu’s life is more difficult today than it was yesterday, he is still in good shape and will head into elections in early 2013 in a strong position.
As for Kadima, this misguided move today is going to be the final nail in the coffin. Mofaz is first going to have to deal with a rump party following the MKs who break off and head for Likud, not to mention the other group of 7 that wanted to break away in May and start a new party to be headed by Tzipi Livni and Haim Ramon. Then there is the problem that Kadima has essentially transformed itself from one single issue party (disengagement from Gaza) to another single issue party (equalizing the burden of service), and while this is a popular issue, it is not enough to sustain a viable party (Kadima’s new slogan is apparently “Kadima L’Shareit” which means Kadima, To Serve, or more literally Forward, To Serve). Mofaz still has no real credibility on social justice issues, and what little benefit of the doubt anyone was willing to grant him vanished into thin air the day he joined forces with Bibi. So what’s left for him? There is no way that Netanyahu and Likud are now going to adopt any policy that even resembles what Kadima was proposing on the universal draft, and there might even be enough defections from Kadima one way or the other to knock Mofaz out of being leader of the opposition. Even if Kadima retains enough members to be the largest opposition party, Mofaz will be left shouting into the wind on this issue and does not have enough of a base or a coherent set of policies to prevent Kadima from getting decimated in the next election. The bottom line here is that this is an enormous loss for Mofaz; he was outmaneuvered by Bibi, made his situation much worse by issuing a stream of threats to leave despite his bluff being repeatedly called, and now his party is almost certainly fated to disappear and he has ruined his own chances of being welcomed back into Likud with open arms. No matter which way you view this, today was the most epic of fails for Shaul Mofaz, and Netanyahu gets to remain right where he was.
The Fate of Israel’s Unity Government
July 3, 2012 § 4 Comments
Two of my favorite Israel bloggers, Allison Good and The Camel’s Nose, are having an entertaining debate on Twitter and their respective blogs over the survival prospects of the Likud-Kadima coalition government. For those who haven’t been following along, Bibi Netanyahu disbanded the Kadima-led Plesner Committee charged with coming up with a solution to the problem of Haredi and Arab exemptions from military service following the resignations of Yisrael Beiteinu, Habayit Hayehudi, and the Haredi representative from the committee. AG thinks that this means that the coalition government is going to be gone by the end of the week because Bibi is ultimately going to stick with his more rightwing coalition partners and because Shaul Mofaz realizes that he is getting nowhere with Netanyahu and would rather resume his erstwhile role as opposition leader. In contrast, TCN thinks that the coalition will last because Bibi is a cunning politician and will be able to ride out the current storm and because Mofaz gains nothing by quitting the government.
I hate to pick sides here, but since I was planning on writing about this anyway before the two of them beat me to it, I have to go with The Camel’s Nose on this one. Allison’s logic is good, particularly on the issue of Bibi being a creature of habit with a long history of being risk-averse when it comes to big picture policies who tends to placate his rightwing base, but I will add a few reasons to the ones already set forth by TCN in explaining why I think the coalition holds.
First, Netanyahu issued a statement warning the Haredi parties that if a compromise is not reached, Haredim will be subject to the draft beginning August 1. This angered the Haredi parties to no end and they ripped him for issuing an ultimatum, and it seems like a strange move for Bibi to make if he is ultimately going to ditch Kadima and side with Shas and UTJ. Why warn them about coming back to the table if the intention is to back them to the hilt anyway? If the answer is that equalizing the burden of service is popular with the Israeli public and issuing the hardline statement is all public relations showmanship, then Netanyahu is setting himself for a severe backlash if he then goes and lets Haredim off the hook for military or national service. Furthermore, it bears noting that Haredi voters are not part of Netanyahu and Likud’s base – they historically have been willing to join any government, left or right, that has been willing to buy their support with subsidies and key ministries. Netanyahu’s base is the settler and religious Zionist movements, and they hold no water for Haredi draft dodgers. All of this reads to me like Bibi is gearing up to make Haredim subject to the draft, and only disbanded the Plesner Committee because it seemed like a futile exercise once YB and the Haredi rep had both quit and not because he is trying to protect the Haredi exemption.
Second, I don’t think that Mofaz has any intention of quitting the coalition. His threat to do so is an empty one since there is no reason for him to wait – if he was actually going to pull out of the government, he would have done so when Netanyahu pulled the plug on the Plesner Committee, which was Mofaz’s pet project. Mofaz has already been sufficiently embarrassed to justify leaving, and the fact that he hasn’t done so indicates to me that he is looking for excuses to stick around. That Mofaz brought Kadima into the government does not change the fact that Kadima’s poll numbers were badly sinking before the coalition deal was struck and that Kadima was increasingly looking like a party that would not survive more than one additional election. Leaving the coalition now, as TCN points out, probably dilutes Mofaz’s power since he is not by any means a natural leader of a left of center opposition, and that goes double now that he has tainted himself in the left’s eyes by joining hands with Bibi in a unity government.
Finally, there is the fact that Netanyahu created this monster of a coalition for a reason, and we need to think about what that reason might be. Sure, I think he liked the idea of presiding over a government with virtually no real opposition to speak of, but he also wasn’t accumulating numbers just for the sole sake of accumulating numbers. I think that creating such a large coalition was meant to give Netanyahu room to maneuver on precisely this issue – equalizing the burden of service and ending the Haredi military exemption – since it is a popular position and one that he could not pursue before without bringing down his government. The day after the news of the deal with Kadima broke, I wrote the following:
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.
This logic still holds. Putting Kadima in charge of the committee tasked with replacing the Tal Law was a high profile move and Netanyahu staked a lot on it, and the idea that after all that he would now just turn around, kill the committee and not allow its recommendation to see the light of day, and end the unity government, putting him right back where he started – namely, a coalition that is bound to break apart and bring down the government since Yisrael Beiteinu and Shas/UTJ cannot coexist for much longer – doesn’t make sense to me. Ultimately, the deal with Kadima was about Netanyahu’s survival as prime minister without having to call early elections, and so he needs Mofaz to stick around almost as much as Mofaz needs him in order to remain relevant. So, my prediction is that after everyone gets in their saber rattling, Netanyahu and Mofaz will work out some sort of arrangement, the Haredi parties will leave the coalition in a huff, and the unity government will remain in place. We should know by the end of the week if I am right or if I am wrong in a big way. And if it’s the latter, consider this my preemptive apology and huge tip of the hat to Allison Good.
