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.

Olmert Is No Lazarus

July 11, 2012 § 1 Comment

Former Israeli prime minister Ehud Olmert, who resigned amid a slew of corruption allegations, was acquitted yesterday on two corruption charges and found guilty of merely breach of trust in a third. While the Holyland corruption trial is still ongoing, yesterday’s verdicts are a clear victory for Olmert, who is now seen in some quarters as the victim of an unfair witchhunt, and his acquittal has prompted calls for the state prosecutor to resign. Olmert’s reputation has also undergone a resurgence overnight; a bunch of Kadima MKs publicly called for him to return to politics, with Yuval Zellner calling him one of the best prime ministers in Israel’s history, and one columnist posited that Olmert is the only Israeli politician who could credibly challenge Netanyahu in the next election.

I wouldn’t be so quick though to count on Olmert rising from the political graveyard. First, there is the question of his political constituency. Let’s not forget that Olmert was massively unpopular due his presiding over some enormous catastrophes, starting with the 2006 war against Hizballah. The Winograd Commission eviscerated Olmert’s leadership, judgment, and decisionmaking, and stressed his lack of military experience, all of which led to Olmert’s approval rating falling to a jaw-dropping 3% at one point. His efforts to negotiate an agreement with Mahmoud Abbas were widely viewed as a political stunt engineered to save his career. Even before the indictments against him, Olmert was seen as being overly corrupt in a political system legendary for its corruption. In short, this was an unpopular prime minister with no military record to fall back on whose primary accomplishment was negotiating an agreement that was never accepted or even countered. Which segment of the public is going to be clamoring for his return? What in his track record makes him a foe that Bibi should fear? Plenty of Israeli politicians have had second lives in politics after being cast aside, with Ariel Sharon and Netanyahu being the two most prominent recent examples (and Tzipi Livni perhaps poised to be another), but they all had large cadres of backers and took advantage of new political developments to reassert themselves.

Which brings me to point number two. Given his efforts at the end of his time in office and his public comments since he stepped down, Olmert’s presumed constituency would be the Israeli center that wants to see a renewed push for a deal with the Palestinians. The problem is, this center is pretty much non-existent at this point. It is no accident that we hear very little from Labor leader (and opposition head) Shelley Yachimovich about the peace process, or that Tzipi Livni barely harped on it when she was opposition leader, or that Shaul Mofaz focused almost exclusively on social issues when he ran to replace Livni as Kadima head. There are a combination of factors that have contributed to the death of the Israeli peace camp (and this deserves a long blog post, which I plan on getting to soon), but suffice it to say that a deal with the Palestinians is not a winning issue in Israeli politics these days. Given that this has become what Olmert is best known for (aside from royally screwing up in Lebanon), I don’t envision a huge grassroots movement to draft Olmert back into politics.

The one place where he does appear to have a constituency is within the ranks of Kadima. The Kadima MKs who called for him to return yesterday are pretty clearly unhappy with Mofaz, who went from stating that he would never join forces with Netanyahu (whom he dubbed a liar) to joining the coalition to then making empty threats about leaving and is now seen as an incompetent as he endlessly dithers over whether to stay or go following the Plesner Committee fiasco. The problem is that Mofaz is not going to just step down and hand over the reins of his party to Olmert, despite the nonsensical assertion in Time that Mofaz’s congratulatory message to Olmert yesterday means that he would do exactly that. Let’s say that Olmert’s supporters within Kadima, who are disenchanted with Mofaz, decide to revolt. Either they manage to break off and form a rump party with Olmert at its head, which is not going to scare anybody, or they force another divisive leadership battle within Kadima, which weakens it even further and leads to its virtual disappearance. Either way, I don’t see how this provides a successful vehicle for Olmert to rise back up to political relevance.

I can understand why there are those who look at Bibi and miss the days when Olmert was prime minister, but my hunch is that this group of people, however large, mainly resides outside of Israel. Within Israel, I just don’t see how Olmert at this point reenters politics with any real support behind him. There doesn’t seem to be a contingent of Israelis that would naturally support him, and some disenchanted MKs being led by a former PM whose popularity at one point was almost literally zero does not a political dynamo make. It would be great if Olmert’s return to the political scene sparked a renewed interest in the peace process and a reexamination of what Israel needs to do to separate from the Palestinians and create a Palestinian state once and for all, but I think that Netanyahu can rest easy when it comes to Olmert presenting a challenge to his political dominance.

Israel at a Dangerous Crossroads

July 9, 2012 § 4 Comments

The three member group led by former High Court justice Edmund Levy charged with investigating the legal status of unauthorized settlements in the West Bank issued its report yesterday, and its consequences cannot be overstated. The Levy Report found, in a nutshell, that the occupation of the West Bank is not actually an occupation because Israel’s presence there has spanned decades and is thus unique in modern history, and it therefore follows that settlements are not illegal as they are not being built in occupied territory. The report also states that because unauthorized settlement construction took place with the tacit agreement and implied support of successive governments, the unauthorized settlements can be retroactively legalized. So basically, for those following along at home, if you do something that is illegal for long enough, you can just call it legal later on down the road, and if the government decides to ignore the rule of law, that somehow changes the meaning of rule of law. In what can only be described as the most extreme of self parodies, Yesha head Dani Dayan praised the committee’s “impartial first rate jurists” and said that “it is clear that deep, basic and serious legal work was done.”

The report itself is bad enough, but more worrisome is the reaction from cabinet members, who are literally falling all over themselves to see who can be the one to most effusively praise the committee’s findings. The politics are such that there appears to be zero downside to pretending that Israel is not militarily occupying the West Bank because this occupation does not look like other occupations, and that is bound to create pressure for the government to formally endorse the committee’s findings. The fact that I haven’t seen any statements at all from people such as Benny Begin or Dan Meridor (and if they have issued statements or given interviews, please email me or post in the comments section) is even more worrisome yet, since their silence on this means that they either agree (unlikely) or are too cowed by the settler movement to speak out against it. Even Tzipi Livni, who is not a huge settlement advocate and who is not even formally in politics at the moment, said that “it is possible and necessary to use the Levy Report for matters of international law, while considering the current reality and continue negotiations on settlement blocs.”

Israel has reached a dangerous point, and I do not say that lightly. For years, Israel and Diaspora Jews railed against the idea of a one state solution, which was viewed – quite correctly – as a backdoor way of dismantling the Jewish state. With the Levy Report, Israel’s right wing has come up with its own one state solution, but the problem is that this one smashes any pretense Israel will have to being a democratic state unless it enfranchises all of the Palestinians living in the West Bank. Somehow, I don’t think that this is what Edmund Levy, Avigdor Lieberman, or Dani Dayan have in mind. If this happens, Israel can kiss any international support that it has goodbye, and that includes the U.S. I painstakingly made the case once before that U.S. support for Israel stems from the fact that it is a democracy and that should not be taken lightly. Israel does not want to live in a world in which it is forced to make common cause with China and Russia, and Jews of all stripes – Israeli and American, religious and secular – do not want to have to defend an Israel that openly annexes the West Bank while permanently and legally relegating the Palestinians to official second class status.

I refuse to believe, or perhaps just hope, that Netanyahu is stupid enough to take the Levy Report to its fullest logical conclusion. He is a smart guy and is well attuned to the challenges Israel faces, both military and otherwise, and he knows that what amounts to an annexation of the West Bank without corresponding political rights for all of its residents – in essence, the dreaded one state solution –  would be suicidal. This is more than maintaining the status quo, in which Israel and the Palestinians negotiate on and off, the big settlement blocs that Israel is expected to maintain in a deal continue to grow, and Israel accepts that it is an occupying force that does not intend on remaining in the West Bank forever. The Levy Report represents a revolutionary and radical change, in which the occupation does not exist, the peace process is over, and the two state solution is finally dead and buried. There is no going back from this, since once the Israeli government declares that it is not occupying anything, it will be impossible to reign in the settlers if the government ever comes to its sense and changes its mind. The implementation of the Levy Report would make Israel a true pariah state on the world stage, and implementing it and then walking it back would mean civil war. Netanyahu knows all this, and he isn’t going to drive Israel into a ditch.

So, what happens next? I have been arguing again and again and again, and then one more time for good measure, that Likud is a party busting apart at the seams and destined to split. I think that this might be the final crack that splinters the party, depending on what Netanyahu does. The pressure from the settlers’ wing, triumphant in this gift that they have been handed, is such that Netanyahu cannot just blow them off or even water down the Levy Report. If he wants to keep them in the fold, he needs to implement the report, or else he is going to have a full blown rebellion on his hands and will be denounced up and down for betraying the settlers’ cause. If, on the other hand, he grasps the full enormity of what accepting the Levy Report means, then he is going to have split Likud in two. I stand by my prediction that he is going to choose keeping Israel in one piece and fracturing his party rather than the other way around, but if he doesn’t, then Israel is in for some dark days ahead.

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.

A Rare Miss From Walter Russell Mead

March 29, 2012 § 1 Comment

WRM is one of my favorite analysts because he is uncommonly thoughtful and erudite and often brings up points that I would not have thought to consider on my own. His latest missive on the Kadima election, however, is an anomaly for him as it seems like he dashed it off without really considering what actually went on over the past few weeks in Israeli politics. He contends that Kadima dumped Livni in favor of Mofaz because Kadima voters want to compete with Netanyahu on Iran and other defense issues, and that by “wrap[ping] itself in the khaki” the party is moving to the hawkish right. This sounds plausible as a surface explanation if you just look at Mofaz being a former defense minister and IDF chief, but it ignores the scope of the entire primary campaign, during which Mofaz explicitly campaigned on social issues rather than defense issues. It also breezes past the fact that Mofaz is on record as advocating negotiations with Hamas and that he blasted Netanyahu today for advocating a strike on Iran that Mofaz deems premature at this point and described as disastrous and ineffective. Most devastatingly, Mofaz blew out Livni on the strength of the 25% of Kadima’s voters who are Arab Israelis and who voted for Mofaz at a 71% clip. I agree with Mead that Mofaz is likely to eventually join the Likud coalition, but this election was certainly not an effort on the part of the Kadima rank and file to become more hawkish, nor was it a referendum on defense and security issues. In fact, it was precisely the opposite. Like I said, WRM’s analysis is all the more surprising considering how high he has set the bar for himself with his work, so I am confident that he simply wasn’t paying terribly close attention to the Kadima primary.

Being Shaul Mofaz

March 29, 2012 § 2 Comments

After Kadima won the most Knesset seats in the 2009 elections and was unable to form a coalition, Tzipi Livni had a choice: she could either bring Kadima into the Netanyahu coalition or she could position Kadima as the primary opposition to Likud. She chose the latter, partly because she understandably could not stomach the thought of serving in a coalition in which her party had the most seats but someone else would get to be prime minister, and now it appears that her exit from politics is imminent. New Kadima leader Shaul Mofaz is about to face what appears to be a similar choice, and he also appears to be taking the Livni route, but I don’t think his strategy is going to last very long.

Mofaz is trying to position Kadima as the champion of social and economic equality, announcing that he will lead protests this summer against Haredi military exemptions and economic subsidies. It is an interesting tactic, since Kadima has not as of yet been viewed as leading the vanguard of the social protest movement, and his targeting of Haredim suggests that he believes there is a hole where Tommy Lapid’s Shinui party used to exist. Announcing his desire to lead a protest movement puts him squarely and clearly in the opposition, and going after Haredi sacred cows will earn him the wrath of Bibi’s coalition partners Shas and UTJ. This move makes sense in context; after all, Mofaz is now the head of Israel’s opposition and controls the mosts single party seats in the Knesset, and there is no reason why he should not make an attempt to succeed where Livni failed and become the next prime minister.

Ultimately though, it’s not going to happen. Polling after the Mofaz victory indicates that Kadima will only win 12 seats in the next Knesset, which will make Mofaz and his party irrelevant. No matter what happens between now and the next elections, Kadima is not going to make up enough ground to win outright or remain as the largest opposition party. Mofaz is not viewed as someone genuinely concerned with social issues given his history, and does not have the trust of Israeli voters or protest leaders who are predominantly concerned with inequality. Additionally, Yair Lapid’s new party will capture any secular anti-Haredi voters that Mofaz is trying to win over with the upcoming summer protests, so his new strategy is a losing one. Already, Interior Minister and Shas head Eli Yishai is calling for Mofaz to bring Kadima into the cabinet and as soon as Mofaz awakens to the fact that socially-minded Israelis will be voting for Lapid or for their traditional champions in Labor and Meretz, he will end up joining the coalition. Mofaz is gutsy by attempting to carve out a new space for himself and for Kadima, but he also has no desire to be consigned to irrelevance as Livni now is, and so my prediction is that he will give up sooner rather than later and join the Netanyahu government before his window to do so closes for good.

Kadima Election Update

March 27, 2012 § Leave a comment

As I predicted, Mofaz has won. So now comes the interesting part, where Livni leaves Kadima, and Mofaz either brings Kadima into the Likud coalition, or challenges Netanyahu directly and then folds the party when it gets devastated in the next election.

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