The Battle For Kadima Is Just Beginning

May 29, 2012 § 1 Comment

Remember how I’ve been saying for months that Shaul Mofaz is going to eventually join Likud and that Kadima as we know it is going to disappear? It appears as if the maneuvering by all of the affected parties – Mofaz loyalists, Tzipi Livni loyalist, Likud members, etc. –  is now starting in earnest. First though, a little background. 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 7 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.

Fast forward three years to the present day, and the situation in Kadima has been flipped. Mofaz is now in charge, and there is a group of Livni loyalists who are reportedly looking to leave Kadima. The Mofaz Law makes it easier for this group to do so since Kadima has 28 MKs in total, so they only need 7 dissenters rather than 10. In an effort to stop this from happening, Kadima MK Yuval Zellner, who is a Mofaz supporter, introduced what is being called the Confinement Bill, which would eliminate the Mofaz Law and restore the 1/3 requirement. The Kadima MKs who are upset with the party’s current direction have been pushing for the bill to be killed and at the moment its status is in limbo, although Mofaz himself has come out against the bill in an effort to keep the Kadima rebels placated and maintain party unity.

Yesterday, however, Israeli Channel 10 reported that a group of 7 has been formed and that they are looking for an opportunity to leave and form a new centrist party that will be headed by Livni and Haim Ramon, who was one of the original founders of Kadima and who quit the party earlier this month. Kadima has denied the report’s veracity but this move was pretty much preordained the day that Mofaz beat Livni in the Kadima leadership election. Kadima is a strange hybrid of clashing interests, having been founded by Ariel Sharon for the sole purpose of disengaging from Gaza and then morphing into a party concerned more with social issues under Livni’s tenure, and now led by a former Likud minister and general who is unconvincing as a champion of the lower rungs of society and who brought Kadima into a rightwing coalition. There is little chance that this party is able to hold together in the long term. Furthermore, Mofaz is going to have every incentive to rejoin Likud, either before the next election or immediately afterward when Kadima gets routed at the ballot box. Once the Livni faction breaks away and Kadima is comprised of more right leaning former Likud members, it won’t be long before Mofaz drops the charade. Joining the government was the first step, and I see no reason for the eventual reconciliation with Likud not to occur. Likud minister Dan Meridor recognized that fact this weekend in calling for Kadima to merge with Likud, noting that there is very little substantively separating the two parties at this point. So get ready for Kadima to split, with the larger group joining Likud and the smaller group forming a new party under Livni and Ramon. Kadima was doomed to eventually disappear the day after Israel pulled out of Gaza, and once it does it will make the Israeli political scene a bit more coherent.

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 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.

Israeli Politics Blows Up, Part 2

April 30, 2012 § 2 Comments

The other big development over the weekend was the governing coalition, which has been fraying at the seams, nearly bursting apart and the unofficial announcement of early elections. It appears that Netanyahu wants Knesset elections to be held on either August 14 or September 4, which pulls the rug out from under Shaul Mofaz and Kadima and allows Bibi to capitalize on his current wave of popularity. The reason for the early elections though is that Netanyahu is afraid that his coalition will not last much longer past the summer. Avigdor Lieberman has threatened to break the coalition apart and bring down the government over the Tal Law, which was ruled unconstitutional but which Netanyahu has promised to somehow reauthorize, and over the weekend Lieberman announced plans to introduce his own bill dealing with Haredi military exemptions. Lieberman’s bill would take away welfare payments from anyone who does not serve in the military or perform national service, which is of course unacceptable to coalition partners Shas and UTJ. Lieberman says he is going to introduce his bill on May 9, while Netanyahu has asked him to wait until August which is when the Tal Law expires and when Netanyahu conveniently wants to hold elections. Ominously for Bibi’s plans, Lieberman also declared that his obligation to the coalition was over, and does not look like he is going to dissuaded from introducing his bill and letting the chips fall where they may. Barak has also announced plans for his own Tal Law alternative that would exempt 400 Haredi students from serving in the army each year as compared to the currently 60,000+ that are exempt, which is naturally going to be equally unacceptable to the coalition’s Haredi parties.

There are also serious differences over settlements which have been papered over but are becoming tougher to ignore. After the government announced that it was not going to comply with the High Court’s order to demolish the Ulpana neighborhood, the court granted it a 60 day extension but this is not going to be enough to make all the coalition partners live together as one happy family. Shas introduced a bill yesterday that requires the Interior Ministry and Religious Services Ministry – both of which it currently controls – to sign off on the destruction of religious structures, which is a shot at Barak and his authority as defense minister over settlements. While the rift over settlements is not nearly as large a problem for the coalition as the secular-religious divide since it basically isolates Barak and Atzmaut rather than pitting Likud and Shas on one side against Yisrael Beiteinu and Atzmaut on the other, the constant calls from other members of the government for Barak to step down and leave the coalition is bound to take a toll on any unified sense of purpose that exists. And In case all this wasn’t enough, Kadima, Labor, Meretz, National Union, and Balad are all introducing no-confidence motions in the Knesset next week (originally scheduled for today but postponed out of respect following the death of Ben-Zion Netanyahu, Bibi’s father).

In light of all the above, the early elections gambit is unavoidable, but it may not turn out as favorably as Netanyahu wants. While elections in August do not give the opposition parties much time to organize, it also means that they will take place in the midst of social protests over Haredi exemptions, state resources going disproportionately to settlements, and the exploding cost of living, and Mofaz has declared his intention to lead this protest movement. Without a few additional months to blunt the effects of this, Netanyahu may be facing voters at the height of their anger at the government. The most current Israel Hayom poll  gives Likud 31 seats, which is only a 4 seat gain over what it has right now; it’s quite conceivable that this figure drops over the summer, and then Netanyahu does not get the benefit of the recovery that would likely happen by October. He is taking a risk based on the timing of ceding real ground to Labor and to Kadima, and a larger share of seats for those two parties will make it harder for him to form a coalition with Yisrael Beiteinu (which is not going to agree to serve again if Haredi parties are included).

Finally, to connect this post with my previous one, early elections are going to impact the Iran decision as well by making the chances of a strike more remote. As I have stressed before, Netanyahu’s career demonstrates that he is risk-averse, and I don’t think there is any way that he takes the chance of a strike on Iran going poorly or igniting a war with Hizballah in the north if there are going to be early elections. This is particularly the case now that there is a chorus of current and former defense officials weighing in against a strike right now. With his position as prime minister at stake and so many doubters speaking up, Netanyahu is not going to attack Iran a mere three months before an election when public opinion polls show that Israelis are decidedly lukewarm to the idea of an Israeli strike to begin with.

Today’s Depressing News Roundup

April 23, 2012 § Leave a comment

There is so much to talk about on the Israeli and Palestinian fronts today that I don’t even know where to begin, so I thought I would just write about a bunch of stuff in one post.

First up, Mahmoud Abbas and Salam Fayyad are apparently now not even on speaking terms, with Abbas refusing to return Fayyad’s calls or schedule a meeting with his own prime minister. I wrote last week about the tension between the two men and what Fayyad might be thinking so no need to rehash it, but to state the glaringly obvious, this is a recipe for absolute disaster. Fayyad cannot continue in his post if Abbas literally refuses to interact with him, and Fayyad leaving will mean the collapse of any PA credibility, much of the PA’s international support will evaporate, conditions on the West Bank will deteriorate which may very well lead to an outbreak of mass violence, and Hamas will move in to fill the power vacuum. Despite everything else going on, this is the most important development of the weekend, and also the one with the potential to create the most long-lasting havoc.

Moving on, Egypt has unilaterally terminated its gas export deal with Israel (technically with East Mediterranean Gas Company, which is the entity that handles the exports), prompting a slew of responses ranging from Shaul Mofaz’s opinion that this is a possible breach of Camp David to Bibi Netanyahu’s Alfred E. Neuman what-me-worry impression since he says that Israel’s natural gas reserves will soon make it energy independent anyway. Netanyahu claims that this is nothing more than a business dispute that has nothing to do with politics, and Egypt says that the government was completely uninvolved in the decision, yet for some strange reason Israeli Deputy Foreign Minister Danny Ayalon met with the Egyptian ambassador today to get clarification on the reasons behind the gas cutoff. Methinks the the prime minister doth protest too much. This is just the latest headache for Israel on the Egyptian front, and while it is not going to put the peace treaty in jeopardy, Avigdor Lieberman’s contention that Egypt presents a bigger danger to Israel than does Iran is going to be a growing theme on Israel’s right. This is a perfect example of how the conflict with the Palestinians does Israel tangible harm and is not just a public relations problem, since canceling the gas deal is going to be immensely popular in Egypt – where public opinion suddenly matters a great deal – and until the Leviathan and Tamar gas fields are online, the loss of 40% of Israel’s current natural gas supply is going to be felt by Israelis in a big way with higher utility prices. The hollow insistence by both sides that this is purely about business and not about politics means that there is a face-saving way to rectify the problem (Israel renegotiates the deal and agrees to pay a higher price that corresponds to the market), but it is surely a harbinger of more bad things to come between Israel and Egypt.

Finally, there is the open fighting between Netanyahu and Barak over enforcement of the High Court’s evacuation order of Ulpana, with Netanyahu considering enlarging the scope of a military land acquisition order in order to bring the neighborhood under its aegis. Of course, he cannot do so with the defense minister’s acquiescence, and all signs point to Barak standing firm against it. In case you are wondering why Barak is all of a sudden standing up to Likud hardliners and taking on settlements, as he did earlier this month during the Beit Hamachpela mini-crisis in Hebron, it is because his new Atzmaut Party is going to need more votes to meet the Knesset threshold whenever the next elections are called, and Barak figures this is a good way to gain some support from leftwing voters who might not appreciate his recent hawkish stance on Iran. I am glad that Barak is using his muscle to prevent the government from ignoring High Court orders, but the reason this makes it into a blog post summarizing depressing news is that the clash between Barak and the rest of the governing coalition is accelerating, with Likud’s most influential hardline muckraker Danny Danon calling yet again yesterday for Barak to be thrown out of the cabinet. As I have discussed in depth before, Netanyahu cannot do this while confrontation with Iran looms, so what he is likely to do instead is retroactively authorize a number of illegal West Bank outposts in order to placate his base and quiet the potential revolt within Likud. This is not a good development, and just serves as the latest reminder that Israel’s domestic politics do not in any way, shape, or form encourage moderation or long term strategic thinking these days.

P.S. No, I did not forget about the news that Turkey has banned Israel from participating in a NATO summit, but it deserves its own blog post later today.

And Aside From the Armed Revolt, Assad Is Having a Pretty Good Year Too

April 6, 2012 § 2 Comments

Bibi Netanyahu gave an interview to Haaretz on Wednesday where he dismissed the concerns over growing inequality in Israel – it is in the bottom three of IMF countries and bottom four of OECD members with the largest gap between rich and poor – because Israel is “in great shape” if you don’t take into account Haredim and Israeli Arabs. This statement bends the limits of credulity given that the latest IMF report on Israel specifically mentions integrating the Haredi and Arab sectors into the economy if Israel is to maintain its high growth. This summer’s upcoming social protests are also expected to focus on Haredi military exemptions and the drain on state resources through Haredi subsidies and special provisions, so dismissing the Haredim and Arabs out of hand as if they are a small and simple problem to be easily overcome is hasty at best and irresponsibly negligent at worst.

Netanyahu’s cavalier treatment of Israel’s inequality issue is also curious given the report issued by Israel’s Central Bureau of Statistics in March. The CBS forecasted that there will be an additional 350,000 Haredi Jews and an additional 300-400,000 Arabs in Israel’s population by 2019, and that by 2059 the Haredi population will equal the non-Haredi Jewish population. If this forecast is correct, then Netanyahu’s dismissing these two segments of the populace and insisting that Israel is in reality doing well on measures of inequality is dangerously off-base. Furthermore, the insistence that mainstream Israelis are not suffering from inequality is going to do him no favors politically as socially minded Israelis gear up for a repeat of last summer’s protests that rocked the country. The people that flocked to Rothschild Boulevard and erected tent cities across the country came primarily from the secular Jewish majority that Netanyahu needs to reassure, and Shaul Mofaz’s strategy of using social justice issues to bludgeon Netanyahu with is only going to ensure that Bibi’s comments are not soon forgotten. Many Israelis would take great exception to the claim that Israel is in great shape when it comes to inequality, and the CBS forecast confirms that the problem will only get worse as the Haredi and Arab populations grow relative to the rest of Israel. Netanyahu meant to reassure both domestic and international audiences that he has the problem under control, but his comments actually underscore that he believes he can ignore Israel’s economic gap and that he has no real strategy to correct what should be a pressing concern.

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