Coalition Math

The talk on Twitter this morning is of Naftali Bennett and the sudden surge his Jewish Home is making at the polls. The fear is that if Bennett is included in a coalition government under Bibi, he’ll drag Bibi further to the right. As Michael Koplow has already shown, even before the bargaining over government spoils has begun, Bibi has been announcing settlement expansions all over the place. It will, conventional wisdom suggests, only get worse after January 22.

But the coalition math indicates that a Likud-Beiteinu-Jewish Home government is not a sure thing. As I’ve argued before, Bibi isn’t an extreme rightist who wants to build and build in the West Bank and damn the international consequences. If he think Bennett is pulling him too much in that direction, he’ll think twice about such a coalition.

It’s true that right-religious bloc is maintaining its majority. But it’s malleable; Jewish Home could easily be replaced with Yair Lapid’s Yesh Atid and Tzipi Livni’s Tzipi Livni Party. Both are more centrist than leftist. Lapid’s election program has been more vague than anything else, and although Livni has a history of hostility with Bibi, she’s a natural fit for a rightwing government.

In addition, both have worked hard for centrist and center-right votes by staying within the Israeli consensus on settlements: keeping the main settlement blocs (probably including Ariel) but willing to evacuate the rest.

“Third” or “centrist” parties such as theirs’ don’t last long in Israeli politics. And neither of them entered the race in order to stay in the opposition; they both want a piece of the action, which they believe is in the government. They’ll make themselves available, and Bibi will know this.

None of this is to say either a far-right government or a centrist government is a done deal. The joint ticket with Yisrael Beiteinu might have leaned Bibi toward the latter. But this is why the Likud primaries are so important: the staunch pro-settlement, illiberal-leaning rightists who now occupy top positions on the list will constrain Bibi from moving toward the center. It’s one thing to leave Jewish Home out of a coalition; it’s another to go against the politics and trends within his own party.

We’ll have to wait and see what happens: Jewish Home’s momentum might not last; Bibi might be stronger than most assume when it comes to dealing with other Likudniks; or Shas or Avigdor Lieberman might upset the balance one way or another. But at this point we shouldn’t assume outcomes. Israeli politics is fluid, and this election is no exception.