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.
My Quick Reaction To Likud Beiteinu
October 25, 2012 § 2 Comments
I have almost no time today, but I just cannot let the Likud and Yisrael Beiteinu merger go by without commenting. Here are my very brief thoughts, with hopefully more to follow later.
1. This deal shows how worried Netanyahu actually was about the emerging strength of the center-left bloc. The reason for him to make this deal is to control so many seats that there is no alternative but to let Likud form the next government.
2. This is about the two personalities involved rather than the parties. Netanyahu is now virtually guaranteed of staying on as PM no matter what else happens. Avigdor Lieberman gets to be the presumptive Likud heir apparent when Netanyahu eventually steps down and his own political power has increased immeasurably. Likud and Yisrael Beiteinu, though, are not necessarily better off. Likud is now alternating with Yisrael Beiteinu for the first 42 party slots, which obviously waters down Likud, and the rank and file have got to be furious about this. As for YB, the party’s focus on Russian voters is not going to be as laser-like as it once was, and while it will likely get some more attention for its initiatives at the outset, the independent concerns that YB had are eventually going to be subsumed by the larger Likud project and constituency. Oh, it also goes without saying that you can now kiss any hope of a peace deal or concessions to the Palestinians or a harder line on settlements goodbye.
3. Where the Haredi parties now go is the most interesting part of this. Before the Likud-Kadima deal last spring, the coalition was nearly falling apart due to the clash between YB and Shas. Now that YB is part of Likud and presumably still pushing the question of Haredi military service just as hard as before, can Shas actually be part of the next Likud-led coalition? I’m not sure that it reasonably can, and I think that Aryeh Deri’s presence makes it even more likely that it does not join up and considers its alternatives. And by the way, this should be a reminder to Andrew Sullivan that, like I previously argued, not all Israeli rightwing parties are rightwing in the same way.
4. If I am Tzipi Livni or Shelley Yachimovich, I strongly consider joining up with the Likud coalition following the elections given the secularist bent it is now bound to have. I also think about the fact that Lieberman might be the most polarizing figure in all of Israel, and that Likud is now stronger in the short term but weaker in the long term. In fact, I might go so far as to suggest that this move, and setting up Lieberman to take over Likud, means the eventual demise of the party as Israel’s political powerhouse.
5. If you just stop for a moment and think about what has gone on over the past year, Bibi’s coalition almost broke up over YB-Shas fighting; then he brought in Kadima in an effort to marginalize his Haredi partners; then the unity government broke up because Bibi decided to back the Haredi parties and their opposition to equalizing the burden of service, which infuriated Lieberman; and now he is actually merging with Lieberman and probably casting the Haredi parties into the wilderness. The two lessons from this are that Israeli politics is just about the most entertaining show in the world, and that Bibi has no long term plan or strategy other than surviving from moment to moment.
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.
Bibi’s Bad Weekend
July 23, 2012 § Leave a comment
For anyone paying attention to the news this weekend, it appeared that Kadima was on the ropes. There were reports that a faction of Kadima MKs was set to leave and join Likud, while another group of more left-leaning Kadima members were plotting to leave and either form their own party or join up with Labor or Meretz. As of today, however, it seems that the rebels have been foiled for now. Finally, Shaul Mofaz shows why he was a top general! Instead of breaking away, the four Kadima MKs who had allegedly agreed to move over to Likud are now going to be referred to the Knesset House Committee as secessionists and if they are found to have tried to secede then they will not be able to run again under the Kadima banner.
The reason the four cannot just leave on their own is, in a bit of dark humor, a legacy of Likud trying to entice Mofaz to do the very same thing for which he is now denouncing his own members. Before 2009, if a faction of MKs wanted to break away from their party, they needed to have the votes of 1/3 of the party’s Knesset parliamentarians. In 2009, however, Bibi Netanyahu passed a bill through the Knesset that is known as the Mofaz Law, since its sole purpose was to entice Mofaz to leave Kadima, which at the time was controlled by Tzipi Livni. The Mofaz Law eliminated the 1/3 requirement and instead enabled a group of seven MKs to leave a party, which was coincidentally the number of Kadima members who were reputedly unhappy under Livni’s stewardship and considering joining Mofaz and returning to Likud. Mofaz himself denounced the law and did not end up jumping ship, but the law is still in force. Reports over the weekend were that a group of seven had been lined up, but this turned out to be premature, despite the fact that Likud members were reportedly bragging about having held discussions with half of the Kadima MKs.
Why did this gambit fail? For one, it was organized by the wrong person. Tzachi Hanegbi, who was trying to organize the group of Kadima rebels to jump ship and was going to be named Home Front Defense Minister in return, is not currently a member of the Knesset after having been convicted of perjury. For him, this is a cost-free action since he doesn’t have much to lose by incurring the wrath of Mofaz and the Kadima leadership, but that is not the case for the MKs. Either the larger group of seven got spooked by something or they did not like what they were hearing from Likud, but they were taking a bigger chance by attempting to leave than Hanegbi is and might have suspected that he was using them for no other reason than to get himself back into the cabinet. Had the move to Likud been organized by an MK, perhaps the story this morning might be different.
Second, it’s possible that Netanyahu himself fouled this up by inexplicably presenting his watered down Tal Law replacement plan to the cabinet yesterday. It is essentially a sellout to the Haredi parties that calls for only 6000 Haredim to be drafted annually and calls for a draft exemption age of 26, and does away with any personal sanctions for draft dodgers. After basically giving Haredim another free pass, it would have been tough for the Kadima MKs to go, as the Plesner plan was far more popular than the one that Netanyahu just announced and the optics would have been terrible for the Kadima rebels to join Likud the day after Bibi made it clear that he is putting his Haredi coalition partners’ interests above popular sentiment.
This appears to be Bibi’s first real strategic blunder to date. For whatever reason, the Kadima MKs are staying put for now and he still has to deal with his awkward coalition that contains Shas/UTJ and Yisrael Beiteinu, who are very much at odds. If the Kadima members had joined Likud, he would have been able to more or less ignore YB, but now he is stuck with the same problem he had before the Kadima unity deal. In addition, the polls on Likud are all over the place with some indicating that Likud is losing popularity over the Plesner Committee fiasco and others indicating that Likud will increase their margin in the next election. So as things currently stand, Netanyahu began the weekend with the prospect of picking up Knesset seats without having to call elections, and ended the weekend right back where he started but is now saddled with a Tal Law albatross around his neck of his own making. My hunch is that he thought the Kadima rebels jumping ship was a done deal and he then took the opportunity to shore up Shas and UTJ support with his Tal Law replacement bill. There have been rumors today that Netanyahu is now going to call an early election within 90 days, and then quick refutations from the prime minister’s office that these rumors are wrong. Elections would make sense if Bibi had expected to have a larger Likud this morning but now doesn’t and thinks he might reasonably pick up the majority of voters who cast their ballots for Kadima in 2009, but given the polls that show Likud dropping and the fact that he just signed on to what is sure to be a massively unpopular draft law, I think that the rumors of early elections are probably unwarranted. Whatever the case may be, this has not been one of Netanyahu’s better political sequences.
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.
