In the last couple weeks there have been some important developments in Israeli politics, with the potential to have short- and medium-term effects on policy. It’s hard to speak of these with certainty, since the outcome of talks to restart Israeli-Palestinian peace talks could easily shift things around and make some of the points below irrelevant.
First, Moshe Kahlon—the former Likudnik, Sephardic champion of social justice—has announced he’s returning to politics. The mere announcement, before he has even formed an actual party, has already sent ripples through the system. Polls give him 10 or 11 seats, drawing largely from Likud, Yesh Atid, and Labor.
Kahlon is another white knight who has the potential to disrupt the political system, but probably won’t have any staying power. What he will do is weaken both Likud and Labor, because he’ll represent voters from both. It’s not completely clear how hawkish or dovish he would be on the peace process. Most likely, he’ll be like Yair Lapid, trying to stay within the Israeli consensus (an independent Palestinian state but with main settlement blocs going to Israel, reluctant but somewhat willing to divide Jerusalem). Like Lapid, he’ll be known for his position on economic issues primarily, only moving on security-foreign affairs when he has to.
But what his presence will do undermine whatever comeback Labor was foretold to make under new leader Isaac Herzog. I’m skeptical of the claim that by focusing a lot more on the peace process and the settlements, Labor can reclaim the mantle of the party of peace and will suddenly bump up in the polls and pose a serious challenge to Likud. But even assuming this is possible, Labor can’t do it anymore without also maintaining a strong lead on social and economic issues. Kahlon undercuts Labor’s ability to do so.
Second, the big news on the right is that Ronen Shoval, a founder of the rightist Im Tirzu organization, has joined Avigdor Lieberman’s Yisrael Beiteinu. Though he won’t be running in Israeli elections, he will be running as a Yisrael Beiteinu candidate in the World Zionist Congress. It’s a signal, I think, that Lieberman is starting to ramp up his campaign to be prime minister by amassing credentials on the right and by obtaining more strength in Zionist and Israeli institutions.
While this is primarily a challenge to Benjamin Netanyahu, it’s also a challenge to Naftali Bennett’s position as a leader of the right. Bennett is already in a difficult position—his threat to leave the government over the release of Palestinian prisoners who are citizens of Israel might be put to the test. I think he’ll have trouble out of government, since his party is already factionalized. And while he might be able to represent the national-religious, he’s already facing a challenge from the far-right Strong Israel. Lieberman is angling to claim representation of the secular nationalists. It’s a two-front threat (within the party and among the right), and it’s not clear Bennett has enough strength to fight both.
Finally, despite the ups and downs of the peace process, Labor’s new leader, and polls showing Labor and Meretz increasing their representation in the Knesset, I still don’t see that the left has a strong, appealing alternate message to Netanyahu and the right. Noam Sheizaf writes that if Netanyahu falls, there will be several people rushing to replace him, on the left, right, and in the center. It’s possible, but they’d be temporarily filling a gap. Without an attractive platform that combines security issues with socio-economic concerns, the left—whose best chance at regaining power is still Labor—won’t have any staying power.
And even that won’t be enough. Israelis’ attitudes toward peace reflect a duality. On the one hand, they support negotiations and two states; on the other, they don’t trust the Palestinians and are skeptical talks will lead to a final resolution of the conflict. They aren’t coming out in the streets or at the grassroots level to do anything about it. If the left can’t mobilize these doubting-yet-hopeful voters, and keep them mobilized, they cannot take and hold power from the right.