Jeremy's Knesset Insider

This post includes three tables. The election results, the exit poll averages and the accuracy of the exit polls.

The final results including the double envelopes/absentee ballots are expected either tomorrow night or Friday morning. The results must be certified eight days after the election – September 25th.

President Rivlin can ask Central Elections Committee Chairman Justice Meltzer permission to start the Phase 2 consultations before the Phase 1 results are certified. It is at Meltzer’s discretion to agree or not. In the April election Meltzer allowed Rivlin to carry out his consultations before the results were certified.

Table 1: Final Results before Double Envelopes (Absentee Voting)

Table 2: Each Exit Poll & Exit Poll AVG

Table 3: Accuracy of Exit Poll AVG

The final Knesset Jeremy Polling Average for 2019 is here:

https://knessetjeremy.com/2019/09/15/final-22nd-knesset-elections-knesset-jeremys-weekly-average-the-israeli-poll-of-polls-likud-33-blue-white-32-joint-list-11-yamina-8-yisrael-beitenu-8-utj-8

The final Knesset Jeremy Phase 1 (Knesset Election) Prediction Analysis:

https://knessetjeremy.com/2019/09/16/phase-1-knesset-election-prediction-analysis/

The final Knesset Jeremy Phase 2 (Nominations at President’s Residence) Prediction Analysis:

https://knessetjeremy.com/2019/09/17/phase-2-nominations-at-presidents-residence-prediction-analysis/

The rest of the schedule: https://knessetjeremy.com/2019/09/13/knessetjeremy-schedule-for-22nd-knesset-elections/

Phase 3 (Confidence Vote in the Knesset) Prediction Analysis

There are three votes that determine the Israeli Prime Minister. The first, or as I call it “Phase 1”, takes place tomorrow – the Knesset election for Israel’s legislative branch. The second, or as I call it “Phase 2”, takes place when the parties that enter the Knesset nominate a Prime Minister candidate at the President’s Residence. The third, or as I call it “Phase 3”, takes place when the person who was handed the mandate to form a coalition government presents his new government for a confidence vote in the Knesset.

In my previous posts I provided my predictions for Phase 1 and Phase 2. In this piece I will present my predictions for Phase 3.

Option #1: 63 MK coalition for Netanyahu: 38 Likud, 9 UTJ, 9 Shas, 7 Yamina

In this scenario all of the parties who nominated Netanyahu join his coalition.

Option #2: 66 MK coalition for Gantz: 35 Blue & White, *8 UTJ, *8 Shas, 6 Yisrael Beitenu, 5 Labor, *4 Democratic Union

This can happen if Gantz is given the mandate first to form a government or if he is given the mandate second. Either way, in this scenario, which takes into account my 3-seat margin of error, Gantz leads a coalition with the Haredim, Yisrael Beitenu and has the ability to either leave out Labor or Meretz if he so desires. The Joint List serves as a placeholder between Phase 2 and Phase 3 so that Gantz can form a government with both Shas & UTJ. In this scenario which is highly unlikely Lapid is able to sit with UTJ and Shas, Yaalon is able to sit with Lieberman and the Democratic Union is somehow able to sit with Yisrael Beitenu, UTJ & Shas.

Option #3: 73 MK National Unity Government with 38 Likud and 35 Blue & White.

There is no need for Yisrael Beitenu. This option needs to overcome to hurdle that Gantz is ruling out joining Netanyahu in the hopes that Netanyahu fails to form a government and Gantz will get the second crack at forming a coalition. This scenario can happen if Gantz gets the mandate first, fails and Netanyahu chooses to bring Blue & White into his government over negotiating with the other parties. In this scenario Netanyahu either remains Prime Minister for the entire term or he agrees to a rotation where he will step down at some point during the term in favor of Gantz. There is also the chance that Netanyahu offers Gantz the choice to replace his natural partners between Phase 2 & Phase 3 in order to pass through Trump’s deal of the century.

Option #4: Mystery MK forms coalition.

If both Netanyahu and Gantz fail to form a coalition the law allows any MK to sign 61 MKs on a nomination paper that he or she hands to the President. In this “wild west” scenario any MK can break with party lines and sign for whichever candidate he or she chooses. This is a scenario that will be the elephant in the room if indeed neither side receives 61 nominations. My model predicts 63 seats, yet with a 3-seat-margin-of-error it is possible we see a 60-60 tie between the nominating blocs which could eventually lead to this scenario. I don’t see this scenario playing out but the fact that it exists will influence the decisionmakers choices in Phase 2.

Prediction:

Option 1 would provide Netanyahu with an ideal coalition of his natural partners, yet he will have little flexibility in such a tight coalition. There would only be three coalition partners, but he would need to concede senior portfolios which could lead to issues within his own party.

Option 2 is a big stretch. UTJ & Shas have ruled out sitting with Lapid. Liberman refuses to sit with Meretz or with Yaalon. Yaalon and Meretz refuse to sit with Liberman. There does not seem to be enough senior portfolios to hand off to everyone. Gantz can’t offer anyone a better deal to defect when everyone would probably receive a better deal from Netanyahu.

Option 3 might provide the most stable government, especially if the Trump Peace Plan is indeed released between Phase 2 and Phase 3. In this scenario Gantz doesn’t need to nominate Netanyahu for Prime Minister. Gantz can fulfill his campaign pledge not to nominate Netanyahu at the President’s Residence and “replace” the right-religious bloc parties who had nominated Netanyahu in Phase 2 in Phase 3 by signing a coalition agreement. Gantz can justify it to his base that he alone can provide the stability needed for an Israeli government that would agree to pursue the Trump Peace Plan. The most difficult issue for Gantz to overcome is that Netanyahu’s legal cases are expected to keep moving forward and he will be the one keeping him in power. In the past Netanyahu has signed coalition deals with parties that have not nominated him in Phase 2. The most recent cases are Ehud Barak’s Labor Party in 2009 and Tzipi Livni’s HaTnuna Party in 2013.

Option 4 is the least likely but might get the most play in the media. If we do get there so there will be a lot of pressure to form a government because if not the country will automatically head to a third election.

The two most likely Phase 3 options are Option 1 or Option 3. It is difficult to predict which option Netanyahu will choose and he might pursue both of them simultaneously. He has done that in the past. The most recent case was in 2016 when Netanyahu negotiated with Herzog’s Zionist Union and Liberman’s Yisrael Beitenu in efforts to expand his government. He did so during the April Elections negotiations when he simultaneously negotiated with Lieberman’s Yisrael Beitenu & with Avi Gabbai’s Labor.

I can’t determine at this time which option, between option 1 and option 3, is more likely but I can determine that the most likely option is that Prime Minister Netanyahu is re-elected in Phase 3.

To all of my loyal readers in Israel – Please exercise your democratic right and vote!

The final Knesset Jeremy Polling Average for 2019 is here:

https://knessetjeremy.com/2019/09/15/final-22nd-knesset-elections-knesset-jeremys-weekly-average-the-israeli-poll-of-polls-likud-33-blue-white-32-joint-list-11-yamina-8-yisrael-beitenu-8-utj-8

The final Knesset Jeremy Phase 1 (Knesset Election) Prediction Analysis

https://knessetjeremy.com/2019/09/16/phase-1-knesset-election-prediction-analysis/

Last night I posted my Phase 1 Prediction Analysis:

38 Likud

35 Blue & White

11 Joint List

9 UTJ

9 Shas

7 Yamina

6 Yisrael Beitenu

5 Labor

0 (3) Democratic Union

0 (3) Otzma

• The margin of error is 3 seats.

Today I am posting my Phase 2 Prediction Analysis:

Based on the Phase 1 predictions these are the three most likely scenarios for Phase 2 based on the math. Remember, President Rivlin is on record that if a Prime Minister candidate receives 61 or more nominations in the President’s Residence that he will grant them the chance to form the next government.

#1 Path to a Netanyahu Coalition:

63 nominations for Netanyahu: 38 Likud, 9 UTJ, 9 Shas, 7 Yamina

40 nominations for Gantz: 35 Blue & White, 5 Labor

17 Won’t nominate: 11 Joint List, 6 Yisrael Beitenu

#2 Path to a Gantz Coalition:

61 nominations for Gantz: 35 Blue & White, 11 Joint List, 6 Yisrael Beitenu, 5 Labor, *4 Meretz

59 nominations for Netanyahu: *37 Likud, *8 UTJ, *8 Shas, *6 Yamina

#3 Path to a National Unity (Netanyahu-Gantz) Coalition:

73 nominations: 38 Likud, 35 Blue & White

The 3 possible paths:

Path #1 is the most likely based on my model and indeed the most ideal for the Prime Minister. In this scenario the four lists who have made public commitments to endorse Netanyahu in Phase 2 receive 61+ seats.

Path #2 is less likely. In this scenario has 61 nominations because Democratic Union passes the electoral threshold at the expense of four seats being lost by the right. Additionally, both Yisrael Beitenu & The Joint List nominate Gantz. This is a theoretical scenario that can be taken into account within the margin of error. In this scenario Gantz would need to have UTJ & Shas replace The Joint List in order to actually form a coalition. How would he juggle UTJ & Lapid, Lieberman & Yaalon, Shas & Meretz? Well, as I said this is a less likely scenario.

Path #3 is the least likely. Historically, Presidents have only pursued national unity governments when neither side has a pathway to 61.

Timeline between Phase 1 and 2, and exactly how Phase 2 works:

Tuesday at 10 PM Israel time the voting will end and election will be over. Those who enter the polling station before 10 PM will still be allowed to vote. Each polling station will have a committee of three people, representing three different parties and those three people will tally the votes by hand. The party representatives will text the results to their headquarters so that the Party Leaders know the results before the television journalists. The official results will be entered into the computer and published on the Central Elections Committee website as the night goes on. Exit polls are closed at 8 PM and therefore will not include trends that affect the voting in the closing hours. The media focus will be on the exit polls until the middle of the night when a good percentage of the vote will have been counted.

By the morning we should have most of the votes in and the Phase 1 results should be rather clear. The “double-envelope” votes will not be included in these initial results. These are votes by citizens who voted overseas or in Israeli army bases, specialized handicap stations, hospitals, jails or polling station committee members. These votes will be counted afterwards in the Knesset itself. Expect a slight shift of a seat-or-two in the final Phase 1 results after the double-envelope votes are counted. This becomes particularly interesting for the parties that are close to the electoral threshold.

The unofficial negotiations that are conducted between Phase 1 and Phase 2 have almost always enabled one of the Prime Minister candidates to reach enough support to get the first crack at forming a government. President Rivlin is expected to meet with the Knesset factions in an unofficial capacity after the election results are clear. It is possible that Central Elections Committee Chairman Justice Meltzer does not allow Rivlin to hold the consolations until the results are certified which is eight days after the election. The parties visit the President in order of party size. The law does not take the size of a party into account in terms of mandating who the President should select to form the next government. The law requires President Rivlin to sit with each of the newly elected lists before making a decision on who should get the first crack at forming a new government. Rivlin will make an announcement after all of the nominations are in. When the newly elected Knesset will be sworn in we will not yet have a new government at that date, but we should know who will get the first crack at putting together the next government.

Prediction:

Bottom line my prediction is that it will not be in President Rivlin’s hands. Someone is going to get a majority and the most likely candidate is Netanyahu. By law, in the event no one gets 61 seats, Rivlin can determine based on his own considerations “who has the best chance at forming a coalition”. This scenario seems unlikely based on the current projections. In each of the cases where this scenario did occur the President presented the mandate to whoever had the most seats even if that candidate failed to reach 61.

It is still possible that even if Netanyahu is nominated in Phase 2 that he doesn’t reach Phase 3 and that most likely means that Gantz gets a nod to be the second person to try Phase 2, although this option is highly unlikely in the case that Netanyahu gets a minimum of 61 recommendations.

If both Netanyahu and Gantz fail in Phase 2 are we headed to a third election? No. The law does grant a third candidate the chance to form a government if the first two candidates are not able to form a coalition. In this scenario any MK can present 61 MK signatures to the President and will be granted the chance to form a coalition. In this “wild west” scenario any MK can break with party lines and sign for whichever candidate he or she chooses. The President cannot choose the third candidate and he cannot force upon the sides to take upon themselves a national unity government. The rules to each scenario can be found in Basic Law: The Government

The rest of the KnessetJeremy schedule: https://knessetjeremy.com/2019/09/13/knessetjeremy-schedule-for-22nd-knesset-elections/

To all of my loyal readers in Israel – Please exercise your democratic right and vote!

Friday: Today is the last day that public polls can be published or broadcast. Internal/private polling will continue until Election Day but it will be illegal for parties to post the results.

Channel 12 (Midgam/Gava) & Channel 13 (Panel Project HaMidgam/Fuchs) will both release their last polls later tonight. 4 pollsters have already released their last polls: 103 FM/Maariv (Smith), Knesset Channel (Panels/Lazar), Yisrael Hayom (Maagar Mochot/Katz) & Channel 11/Kan (Kantar/Teleseker).

Saturday Night: Tomorrow night I will post the final Knesset Jeremy’s Polling Average – The Israeli Poll of Polls. Additionally, I will post my final prediction based on my model that takes into account invalid votes, disqualified votes from parties that are not expected to pass 3.25% threshold, voter exchange/surplus agreements, and perhaps most importantly my momentum model to resolve issues regarding undecided voters.

Sunday: I will post my Phase 1 (Knesset Election) Prediction Analysis.

Monday: I will post my Phase 2 (Nominations at President’s Residence) Prediction Analysis.

Tuesday Morning: Before Polls open I will post my Phase 3 (Confidence Vote in the Knesset) Prediction Analysis.

Tuesday – Election Day: No post activity during the voting from 7 AM-10 PM Israel time.

Tuesday Late Night: I will post exit polls and initial results through the night including analysis.

Wednesday: I will post the unofficial election results pending the double envelopes (soldiers, hospitals, diplomats, election staff, prisons, etc.).

Thursday: I will post the unofficial election results including the double envelopes.

September-October-November: I will cover the developments of Phase 2 & Phase 3 through the confidence vote of Israel’s new government.

Note for Media: Please credit my work if you are going to use it. My time is limited, but I can provide exclusive quotes, and I still have a few windows of time available for TV appearances. Jeremy@KnessetJeremy.com

Update: Additional polls by Maariv & Ynet have been added. My final prediction has been postponed to Sunday and will appear with the Phase 1 Analysis piece.