Showing posts with label Joint List. Show all posts
Showing posts with label Joint List. Show all posts

Thursday, March 25, 2021

Israel Post Election Analysis March 2021: Results and Predictions

With more than 98% of  ballots counted, the results from the Israeli election of March 23, 2021 are almost final.  I am going to take a stab at analyzing the results and providing an update about the  possible direction things may take in the coming weeks.  I should note that the final results are due to be announced at 10 a.m. tomorrow, Israel time, but most commentators have indicated that few changes are expected.  Apparently the ballots have actually been tabulated but  the "official" statement has not yet been released.

On Wednesday night, Israelis tuned in to the news at 10 p.m. to hear the results of "exit polls" which, in Israel, are usually fairly close to the final results.  Three different TV stations announced their respective projections.  In two out of the three releases, Bibi was projected to have a 61 seat, bare majority - and perhaps, escape with a win.  But over the course of the evening, the projections were adjusted and the real results started coming in.  Bibi's bloc went down to 59 and it has remained there until now.

So here is where we are at.  This is Bibi's "bloc" - the parties that have pledged their allegiance to him and are willing to form a government under his leadership:

Likud (Netanyahu (Bibi)'s party): 30; 
Shas (Ultra Orthodox Sephardi) 9;
United Torah Judaism (Ultra Orthodox Ashkenazi) 7; 
Religious Zionist (Extreme Right Nationalist): 6

As you can see, this adds up to 52.  There are 120 seats in the Knesset so a coaltion must get to 61 to form a government.  Prior to the election, most commentators were predicting that the missing piece to this puzzle would be the "Yamina" ("The Right") party led by Naftali Bennett.  If the Yamina Party were to have received 9 or more, it would have been able to join this coalition and put the Likud over the top to form the government.

Yamina is generally a very right wing party, to the right of Likud.  Their platform includes an overhaul  of the justice system to allow the Knesset to override decisions of the Supreme Court, increased privatization of schools and  healthcare, annexation of the occupied territories  and reduction of taxes.  They  are quite comfortable with the coalition listed above but there are few, if any, other Knesset members willing to join this coalition and put it over 61.

At the same time, the leader of the Yamina party, Bennett, has been touting himself as a potential Prime Minister, able to bring together a wider tent than the Likud.  Yamina was hoping to get between 15 and 20 seats but wound up with 7.  During the campaign, Bennett repeatedly called for a leadership change though he stopped  short of saying that  he would refuse to sit in a Netanyahu government.  Along the way, Bennett stated that he would absolutely not  sit in a government led  by Yesh Atid (Lapid) and he would not join any government with the Arab  Joint List or even with Meretz.  So, he limited himself a great deal but most commentators expected that he would join his natural coalition partners, the right wing bloc if this would lead to the formation of a government.

On the other side of the ledger, here is what we have:

Yesh Atid (Lapid) (Centrist or perhaps centre/left) - 17
Blue and White (Gantz) (Centrist or perhaps centre/right) 8
Yisrael Beitenu (Lieberman) (Secular, right wing) 7
Labour (Michaeli) (left) 7
New Hope (Saar) (Right leaning, similar to Likud, but anti-Bibi) 6
Meretz (Horowitz) (Far Left, secularist) 6

This all adds up to 51, which is still a long way from the  61 required to form a government.

There are two other parties - the Arab Joint  List (Mostly secular, Arab) with 6 and the Ra'am Party (Religious fundamentalist Arab) (4).  These parties could be enough to join either faction and put that  group over the  required 61  but  that would be very unpopular, politically, in many Israeli circles.

Possible Directions - Can a Government Be Formed?

As many of you know, I am not a huge soccer (football) fan.  One of the reasons is the high likelihood of a tie.  No  sports event, that I can think of, is less satisfying than  watching two teams play to a 0-0 tie and then just leave the field and call it a day.  I much prefer hockey playoffs - where the teams play "sudden death" and keep playing, for as long as it takes, until someone scores.

Unfortunately, here in Israel, we seem stuck in a soccer-like tie with no effective tie-breaker.  After four consecutive elections, we do not have a clear result and we are  unlikely to have a  stable government any time soon.

I don't take too much  joy in stating that my blog predictions from March 11, 2021  were reasonably accurate and pretty much assessed the situation that we now have.  As we sit here now, Bibi and the Likud  party have four options for forming a government but they are all low percentage options from where we sit currently:

1.  Negotiate a deal with anther party or two:  One option for Bibi is to be able to convince one of the right or left centre "anti-Bibi" parties to join his government.  He could  offer all kinds of incentives and financial rewards, cabinet posts etc.,  In particular, he may try to convince the New Hope party under Saar, the Labour party (Michaeli) or the Blue and White party (Gantz) to join his coalition.  These other parties have all insisted that they will not join a Bibi-led government.  Last time around, Gantz gave in and made a deal.  Will he do it again?  It turned out very badly for Gantz.  Will Saar make a deal?  He has stated repeatedly that he won't.  Or perhaps Labour?  Labour could exact a very high  price from Bibi though they would have to compromise their principles.  I don't think we can rule this possibility out entirely.  Bibi is very talented and convincing and he is willing to promise just about anything.  The problem, though, is that the coalition he would be heading would be a very right wing leaning government.  He would really have to try and square a circle.  Overall, I think this is  quite a low percentage option.

2. Convince a few individual Knesset Members to "cross the aisle."
In Bibi's post-election speech on Wednesday night, he suggested that this (or option 1) would be his main plan.  He implored all of those members of the Knesset  who "agree with his agenda and his achievements" to join his coalition.  He will try to convince members of the New Hope Party, the Blue and White  Party or  perhaps even Yesh Atid to join his right wing coalition and put the bloc over 61.  Once again, I don't think we can rule this out entirely but I think it is going to be quite an uphill battle for Bibi.

3.  An Explicit or Tacit Coalition with Ra'am or the Joint List (Arab Parties)
Over the course of the campaign, Bibi knew that there was a chance that this is where things would wind up.  So he began courting one of the two Arab parties - the Islamist Ra'am party - to  consider supporting his coalition in exchange for potential support for some of the things Ra'am might want.  This is incredibly cynical politics by Bibi who has repeatedly undermined the legitimacy of the Arab  parties in previous elections, fearing that they could join the left and overturn his leadership.  If it was just the Likud party, this may have worked.  But the  Likud led bloc has  teamed up with a group of  parties that are much further right than the Likud including the anti-Arab, far right nationalist party the "Religious Zionist Party."  In short, Bibi's coalition partners, or at least some of them, are absolutely opposed to a coalition that is dependent on the support of a radical Islamist Arab party.  So this is still possible but seems unlikely.

4.  Bibi Departure
Right now, this does not seem to be very likely.  However, if Bibi were to resign, his Likud party could almost certainly form a government very quickly with a number of the different  parties on the "anti-Bibi" side of the ledger.  Bibi's criminal  trial is scheduled to resume on April 4, 2021.  If no government is formed and the trial begins to progress, there may well be a situation in which Bibi negotiates some  type of plea-bargain or political deal to end his trial in exchange for his resignation and  immunity.  I think this is a longer range possibility but it may be something that takes place before a fifth election in September or October.

Now on the other side of the ledger, the question is, can the "anti-Bibi" forces form a government or will we have another round of elections.  Here are the options:

1. Lapid-Led Coalition:

This would seem to be the best possibility, in an objective sense.  After all, Yesh Atid has 17 seats, the second highest number after Bibi and leads a group that adds up to 51 without the Joint List or 57 with the Joint List.  The problem here is that Lapid does not seem to have the ability to attract 10 more Knesset members to his  coalition.  One possibility would be a coalition with all 10 Arab Knesset members, including the Joint List and the 4-seat Ra'am party.  I don't think some of the right-Centre bloc  members will agree to this.  In particular, some members of the Blue and White party and some from the New Hope party may not agree.  So this seems unlikely, overall.

2.  Coalition Led by Bennett, Saar or Gantz

This is another possibility that is being  floated by commentators.  The idea is that one of these three leaders would have a better chance of building support among the centre and the centre-right than Lapid.  In particular, one of these three might be able to attract the United Torah Judaism party and/or Shas to join the coalition.   It sounds possible but I'm not convinced  it is going to happen.  Bennett seems  to me to be too far to the right for  the anti-Bibi bloc and this group would cover such a wide spread across the political spectrum that it is hard to imagine that they could all agree on anything.  

3.   Elections Round 5

As of right now, this looks like the most likely scenario.  What  will change between now and round 5?  Bibi will be deep into his trial, Covid-19 will be a thing of the past (in Israel at least) and the public will be even more sick of the idea of being dragged to a fifth  consecutive election.  In short, I do think that the  situation, politically, will become somewhat worse for Bibi if Israel goes to a  fifth election and, at some point, there will be calls for him to resign from within his party.  I think that many in the "anti-Bibi" bloc are banking on this as the most promising scenario.  I should note that, according to the deal that was signed into law during the last government, if no new stable government is formed by November 2021 and things are still up in the air, Gantz will officially become the Prime Minister in November of the interim caretaker government.  For Gantz and the Blue and White party, that might be worth waiting for.

Winners and Losers and Closing Comments:

I thought it might be worthwhile to add a few additional comments about winners and losers from this election and why.

In the winners category, it is fair to say that both Meretz and Labour are big winners  They both bounced up in numbers and had been considered by some forecasters to be on the verge of being ousted from the Knesset.  The left is still alive in Israel.  

The Blue and White party was also a big winner with 8 seats.  Gantz had entered a disastrous deal with Bibi which was criticized in many quarters.   But the Israeli public apparently felt that he had done so in the interest of helping the country out of a political crisis so it rewarded him with 8 seats.  

There were two other big winners.   The Religious Zionist party made it into the Knesset for the first time.  This collection of misogynist, xenophobic, homophobic far-right extremists picked up 6 seats.  Very few of the other parties  are interested in joining a coalition with this motley group.  The very fact that this party will sit in the Knesset is frightening to many inside Israel and worldwide.  

The  other big winner was the Ra'am party, the Arab Islamist party that splintered away from the Joint List.  Ra'am is now trying to use its new-found political clout  to influence the election results and serve as a king maker.  It remains to be seen whether Ra'am will be able to do that but the fact that it is even a possibility is a huge victory for Ra'am.

On the losers side of the ledger, it might be a bit early to say.  The New Hope party was very disappointed with only 6 seats.   Out of the gate, this party was hoping to get 15-20 and offer a real alternative to the Likud party.  That simply did  not happen.

Yamina was also strongly rebuked with only 7 seats.  Bennett was hoping to muster between 15 and 20 and thought he was on track to be a real alternative to Bibi.  He may still be able to work something out in his favour as discussed above, but he can't be happy with only 7 seats.

Bibi has to be disappointed as well.  With a high percentage of Israelis vaccinated and peace deals with the UAE, Bahrain, Sudan and Morocco, Bibi thought that the timing of this election, just as everything was  reopening in Israel, would give him the best chance of winning the  election with a bloc of between 62 and 67.  But his bloc  underperformed dramatically and left  him in a very tenuous situation.  

The other  big loser, at this point, is the Israeli public.  We are faced with the very likely prospect of a fifth consecutive election, a caretaker government, no budget (there was no budget in 2020 and there is no budget for 2021) and no likelihood of a positive change  anytime soon.   Moreover, we now have two new extremist parties in the Knesset, the Religious Zionist party and the  Arab Ra'am party, both of which are very problematic for many people.

Despite all of that, we are ready to change our clocks and spring ahead tonight so that we can welcome the imminent arrival of the Pesach holiday.  A large number of Israelis have been vaccinated, Covid-19 is in decline and the vaccine seems to be working.  So despite the political logjam, there is a great deal of positive news in Israel, certainly compared to where things sat one year ago.  

Perhaps, while Israelis across the country are  enjoying  their four coups of wine at the Seder and opening the door for  Eliyahu (Elijah the prophet), a wind of inspiration will arrive and will lead to some unexpectedly pleasant political resolution.  After all, we always conclude the Seder with the statement  "next year in Jerusalem."  Since Jerusalem is Israel's capital  and the home  of the Knesset, maybe what we really mean is "hopefully, by next year, there will be a government in Jerusalem."  Inshallah (if it is a government  supported by Ra'am or the Joint List).

Wishing everyone a happy and healthy Peseach holiday.  Another update will follow  in a week or  two if there are some new developments to report.  

Wednesday, March 4, 2020

Israeli Elections 2020

The results are in from the 3rd consecutive Israeli election within a span of a year and they are just about final.  More than 99% of the ballots have been counted.  The final result?  No clear winner.

I think it is fair to say that Israel is in the midst of a constitutional crisis.  The country is split down the middle between right and left and the two sides have not been able to compromise and form a government.  Nothing from the most recent election (on Monday March 2, 2020) suggests that this is about to change.

Here are the current results (which are likely to be certified in the coming days):

Likud (Bibi's party):                                                     36 seats (+4)
Blue and White (Led by Benny Gantz):                       33 seats (No change)
Joint List (Arab party):                                                 15 seats (+2)
Shas (Ultra-Orthodox Mizrahi Party)                             9 seats (No change)
Yehadut HaTorah (Ultra-Orthodox Ashkenazi party:     7 seats (No change)
Yisrael Beitenu (Lieberman's party) (Right Secular):     7 seats  (-1)
Avoda/Meretz/Gesher (The Left)                                    7 seats (-4)
Yamina (The Right)  (Naftali Bennett)                            6 seats (-1)

I have included in brackets the change for each party over the last election results from September 2019.  Prime Minister Netanyahu ran  with a "right bloc" which included Likud, Shas, Yehadut HaTorah and Yamina.  His bloc wound up with 55 seats in September 2019 and has now increased to 58.  However, a majority in the Israeli Knesset is 61 (out of 120).  Without 61, a government cannot be formed since the "bloc" cannot control the Knesset.

Over the course of the past three elections, including the most recent one, Netanyahu has insisted that his "bloc" will stay together and not be broken up.  In any coalition talks with other parties, he has maintained that any government will include all of these parties.  The difficulty is that all of the remaining parties oppose significant parts of the agenda that these 4 parties are proffering.  Blue and White, Yisrael Beitenu and, AMG are all looking to reduce the power of the ultra-religious, at least to some extent.

The bigger issue has been a key demand made by Netanyahu.  As you may know, he is currently facing three separate, serious criminal indictments.  His trial is due to start in about two weeks, though it may take a year or two until it is completed.  His party has been insisting on two different laws (bills to be passed) as part of any coalition agreement. One law would grant him retroactive immunity from prosecution while holding office.  Some forms of this law would allow him to be prosecuted after leaving office while others would immunize him outright.  The other bill would ensure that the Supreme Court cannot strike down the first law - by allowing the Knesset to override any decision of the Supreme Court.  Both of these bills are acceptable to Netanyahu's bloc partners. But neither bill is acceptable to any other party.

The main reason that a coalition agreement could not be reached after the past two elections was that no  other parties were prepared to accede to Netanyahu's demands for retroactive immunity.  He had to keep going with additional elections until he could get 61 supporters to pass these bills.  It was literally life or death for him politically.  Without immunity, he risks going to prison, if convicted.

On Monday night, after the election, as exit poll results were coming in, Netanyahu claimed that he had won an "enormous victory."  His expectation was that he would be able to reach 61 seats, put together his right wing coalition and legislate away his criminal problems.  For a while, that looked like it might happen.  His supporters were seen dancing, singing songs of victory and celebrating wildly.

But  as the real results dripped in slowly, the picture began to change.  Netanyahu wound up with a bloc of only 58 seats, three short of a majority.

On Tuesday, he sent out all of his key advisors and former ministers to argue on TV and radio appearances that he had won the election, that the Israeli public had made a decision and that he should now be able to form the government.  The problem is that this was premature and inaccurate.  While he had won 3 more seats than the Blue and White party and that gave him a plurality, it was not enough to give him a majority.  58 Knesset members have been elected in support of Netanyahu and his bloc but 62 have been elected to oppose that bloc.  Most people, though not everyone these days, agree that 62 is more than 58.

By Wednesday morning, the opposition parties - sometimes described as centre-left together with the Joint List, were proposing a law that would bar a leader under indictment from serving as Prime Minister.  If they are able to pass this law, Netanyahu would be out of cards to play other than perhaps an appeal to the Israeli Supreme Court to override the law.  (From a legal perspective, there is a reasonable argument that it is an improper law since it would be enacted after Bibi won the election).  It is almost like fighting one retroactive proposal by enacting another one.  Not the strategy I might have chosen, but the opposition seems to believe that this would be the best way to avoid a fourth election.

So Bibi, as he is affectionately called, took to the airwaves for a press conference.  He held a press conference that was nationally televised.  He went through the math as he sees it.  He said that there were 58 votes for the "Israeli, Jewish, Zionist right."  On the other hand, he argued that there were only 47 for the "Israeli, Jewish, Zionist left." (He included Lieberman).  He  noted that the Arab party had won 15 seats but he marked a big X through that number and said that they effectively did not count.  (See photo above).  Even though these seats represented 15 democratically, legally elected members of the Knesset.

He then said that "we won this election and we are not going to allow anyone to steal it from us."

Very strong words indeed.  Especially coming from someone who has lost - 62-58.

With all of that having taken place, we are now left with trying to figure out what comes next.  I have to say that I really have no idea.

Here are some options:

1.  Netanyahu and the Likud could  convince 3 or more Knesset members to "defect" from their parties and join him to allow him to form a 61+ seat majority.  This seems quite unlikely right now.  It would require some members of the Blue and White party or the AMG to join him.  While there may be some Blue and White party members who are ideologically close to Bibi, I just don't see them moving over at this time.

2.  Netanyahu could negotiate some kind of coalition with Blue and White.  I can't imagine that they would give him the immunity he is seeking and this might involve a rotation of Prime Ministers.  Seems unlikely right now but anything is possible.

3.  A fourth election.  Even though it makes no sense and seems  unlikely to resolve  anything, it may well be a possible outcome.

4.  Netanyahu forced to resign as a result of a left-sponsored bill that bars him from being Prime Minister while under indictment.  This would allow Likud and Blue and White to reach a coalition deal fairly quickly.  It seems to me that this might happen after a fourth election but not necessarily now.

In the meantime, Israel has no real government, only a caretaker government with limited powers and a limited budget.  Many government operations are underfunded and being neglected.  The country needs a government but there is no obvious solution as to how that is about to occur.  Especially given the political deadlock.

The next few weeks will be fascinating politics.  We can only hope that sooner or later Israel will have a stable government.  Unfortunately, it is hard to see how that will take place in the near future.