Tag Archive: knesset


I’ve stressed this so many times before. When we ask in today’s polls “What party would you vote for if the election was today?” – It is a misleading question. It is misleading because of the many undecided factors of the next election. There are many parameters that are unknown.

There are a few parameters that we do know. We know that the next election will probably take place before the scheduled date, Tuesday November 5, 2019. We know that seven of the ten Faction leaders – Netanyahu, Lapid, Liberman, Kahlon, Bennett, Gal-On, Litzman – are expected to lead their lists into the next election. The misleading poll question is a great way to gauge short-term public opinion. However, to really answer the poll question we have to understand that there are many parameters that are unknown.

We don’t know when the elections will be. We don’t know who will win the Labor Primary Elections. We don’t know what the future of The Joint List holds. We don’t know what will happen in Shas.  We don’t know if Gideon Saar will make a comeback. We don’t know what Gaby Ashkenazi or Benny Gantz will do. We don’t know what Knesset merges and splits are ahead of us. We don’t know if there will be another celebrity candidate that decides to create another ‘star party’. We don’t know how the lists of the Knesset parties will look like. There are many other parameters that can be added to this list.

Let’s examine a few of the various questions and options faction by faction:

Likud

What we know: Netanyahu ran unopposed and will lead Likud into the next general election.
What we don’t know: Will Likud run on a joint ticket with other parties, such as Kulanu, to ensure a Phase 1 victory?

Zionist Union

What we know: There will be a Labor Party Leader primary before the next general election.

What we don’t know: Who wins the Labor primary? What happens with the Livni Party alliance? Who are the new additions?

Joint List

What we know: The four major Arab parties passed the threshold because of the Joint List.

What we don’t know: Can they pull it off again?

Yesh Atid

What we know: Lapid will lead Yesh Atid into the next general election and will select his MK list.

What we don’t know: Will there be a joint ticket? Can Lapid add a big star like Ashkenazi or Gantz?

Kulanu

What we know: Kahlon likes the Finance Ministry and wants to stay there.

What we don’t know:  Does Kahlon go with Likud or Yesh Atid?

Bayit Yehudi

What we know: Bennett is expected to lead the party into the next elections.

What we don’t know: Will Tekuma run with Bayit Yehudi or will they join a new right-wing alliance?

Shas

What we know: The Shas educational system produces at least 3 seats no matter what.

What we don’t know: Who will lead Shas into the next election? Deri, Cohen or Atias? Does Yishai run with someone else or perhaps returns to Shas as #2 to Atias?

UTJ

What we know: Everything is about turnout for them.

What we don’t know: What turnout will be?

Yisrael Beitenu

What we know: Liberman has real issues with Netanyahu.

What we don’t know: Will his party run as part of a larger alliance? Will he choose Netanyahu over the center-left candidate?

Meretz

What we know: The threshold will be an issue for them in the next election, especially if people feel there is a real shot at defeating Netanyahu.

What we don’t know: How many people will vote Meretz because they can’t give their vote to someone else?

 

There are many undecided factors that need to be resolved before the next election. Polls are still important because they are the best tool we possess to measure the short-term public opinion picture. Many of the factors that need to be resolved before the next election will lean heavily on the data of these polls.

As we get closer many of these factors will be resolved and the picture will become more clear.

Israel was built on the multi-party system. Throughout most of the 20th century Israelis voted for parties over leaders and ideas over people. The mainstream observation of how Israeli politics has changed in the 21st century is the movement of voters to choose leaders over parties and people over ideas. This movement, along with the increase of the electoral threshold, has led to a rise in the number of political arrangements between parties, resulting in just ten Factions for the 20th Knesset. Livni’s Party would not pass the threshold without Labor. Degel HaTorah would not be in Knesset if not for Agudat Yisrael. The same could be said for The Joint List of Hadash, Ra’am, Ta’al and Balad. Tekuma owes their Knesset survival to Bayit Yehudi. The technical bloc of Yachad which failed to cross the threshold is another example.

Israel does not have fewer parties but they do have fewer faction leaders at the top of Knesset lists. One of the most remarkable events of the last election was “The Debate” between eight Faction leaders. Bayit Yehudi’s Naftali Bennett, Yisrael Beitenu’s Avigdor Liberman, Shas’s Aryeh Deri, Kulanu’s Moshe Kahlon, Yesh Atid’s Yair Lapid, Meretz’s Zahava Gal-On, The Joint List’s Aymen Odeh and Yachad’s Eli Yishai all participated. Netanyahu, Herzog and Litzman were all absent. The Debate focused on how the leaders would solve issues and for the most part ignored their parties. A year after the elections and all these leaders are still leading their parties.

On Wednesday the Knesset ended its winter session. The Knesset passed roughly 110 new laws in 74 plenum sessions and conducted about 1,600 committee meetings over the winter. Before breaking for recess one would think that people would be summarizing their accomplishments or talking about their goals for the next session. Instead the conversation was focused on what would happen to Shas or the Zionist Union if they lose their leaders. Because there has been no turnover since the election, I’d like to extend that question and examine what would happen today if the leaders from each Faction were removed.

Let’s start with Netanyahu. The Likud was founded in 1973 and its founder Menachem Begin became Prime Minister in 1977. In fact all four Likud leaders (Begin, Shamir, Netanyahu and Sharon) have become Prime Minister. Of course Likud has had its low points, such as their drop from 38 seats in 2003 (40 following the Yisrael B’Aliyah merger) to 12 in 2006. Likud is on a hot streak and has been the ruling party for the past three terms. They have plenty of candidates who can take over the party and try to become the fifth party leader, and perhaps Prime Minister.

Following its establishment in 1968 the first five Labor Party leaders (Eshkol, Meir, Rabin, Peres, Barak) became Prime Minister. The next five (Ben-Eliezer, Mitzna, Peretz, Yachimovich and Herzog) have not. How would things look without Herzog? I think it could be very likely Herzog loses his next primary before the police make a decision on whether or not to officially press charges. It is possible that the new Labor leader decides to dump Livni. It is less likely, but possible, Livni dumps Labor if she doesn’t like the new leader. There are many candidates and it will be difficult to predict a final result here. Margalit, one of the Labor candidates facing Herzog in the primary that still doesn’t have a date, warned against becoming another Kadima. Kadima fell from 28 seats in 2009 to 2 seats in the following 2013 election. I don’t see Labor falling under the current 3.25% threshold but there is a likely scenario where Lapid takes the momentum and Labor finishes in the high single digits.

The Joint List is a new endeavor, and choosing rookie MK Odeh to lead it was an interesting choice. When you have a collection of four parties anything is possible, and Hadash might not stay if they do not have the top spot on the joint list. Also Odeh may not be re-elected as the leader of Hadash because predicting Central Committee elections is about as accurate as predicting an American Caucus Election.

There is no Yesh Atid without Yair Lapid. The good news for Lapid is that he stands a lot to gain from Herzog’s current troubles. What would happen without Lapid? The current #2 Yael German is not the type of person capable of winning double-digits and Lapid’s former #2 Shai Piron is not either. This is how center parties work and that is also why they don’t last. There is no future for this party without Lapid. The MKs would all scramble and end up in either Likud or Labor.

The same can be said about Kulanu. Without Moshe Kahlon there is no Kulanu. Most of the MKs would probably immediately merge with Likud.

Without Naftali Bennett the Bayit Yehudi would probably go back to the three seats they had with their first leader Professor Daniel Hershkovitz, but the new 3.25% electoral threshold creates a bleak outlook for the party after Bennett. Of course there is the argument that if Ayelet Shaked took over the party that might not be the case.

The focus of Shas has always been on their spiritual leader Rabbi Ovadia Yosef, who founded the party in 1984 and de-facto ran it until his death in late 2013. In a clever series of moves Deri was able to regain control of the party and ultimately oust Yishai, who had taken over for him in 2000 after Deri entered prison. If Deri leaves it will be difficult for Yishai, who led the party for 13 years, to come back to Shas, but he might run again with Yachad. The current Shas #2 Itzick Cohen, who also served as interim leader during Deri’s brief retirement prior to last election, is the most likely candidate to replace Deri if he faces jail time again. Cohen lacks the star power needed to keep Shas above the threshold in the post-Yosef era, and Yishai’s list might split the vote enough to throw Shas under the threshold.

Health Minister Litzman was graded as the most popular minister by the general public. There is no chance the Rabbis of the sectorial parties that make up the Faction would replace him against his will. The leader of the UTJ list is also irrelevant to the number of votes they receive. UTJ is the exception to the current trend of voting for leaders over parties.

Liberman is Yisrael Beitenu, just like Lapid is Yesh Atid and Kahlon is Kulanu. Liberman’s party has finished with 4, 12, 15 and 6 seats in the four elections of six when not on a joint ticket. The latest polls have been better for Liberman but this is still a party that will disappear after Liberman leaves. In a case like that most of the MKs would probably join the Likud.

Zahava Gal-On is considered popular within Meretz circles, and any replacement would probably lead to a decline in support for a party that is already flirting with the 3.25% threshold.

 

To summarize, what would happen to the ten Knesset lists if they replaced their leaders ahead of the next election?

Yesh Atid, Kulanu and Yisrael Beitenu would completely collapse without their leaders and end up under the threshold. Bayit Yehudi, Shas and Meretz would most likely collapse without their leaders and would see a significant decline in seats. Likud, Zionist Union and UTJ are less likely to see a collapse with a new leader, and the Joint List’s fate is too volatile to predict.

Smith conducted a poll for Reshet Bet Radio that was broadcast on March 25 2016

Current Knesset seats in [brackets]

26 [30] Likud

19 [11] Yesh Atid

17 [24] Zionist Union

12 [13] The Joint (Arab) List

11 [08] Bayit Yehudi

08 [06] Yisrael Beitenu

07 [10] Kulanu

07 [07] Shas

07 [06] Yahadut Hatorah/UTJ

06 [05] Meretz

 

66 [67] Right-Religious

54 [53] Center-Left-Arab

One of those cardinal rules in western world politics is if you want to win an election to lead your country you must win the center. In a two-party system that usually means politicians will go to either extreme to win a primary and will walk-it-back to the center to win the general election. In a multi-party system, such as Israel, it is much easier. You can simply create your own party, label yourself as center, and skip the primary.

There is an unofficial rule in Israeli politics that to be a serious Prime Minister candidate you must have first served in one of the top three ministries: Defense, Foreign or Finance. There is a good argument for this unofficial rule since the only exceptions are the first Prime Minister and Defense Minister David Ben-Gurion and the long-time Opposition Leader Menachem Begin.

Sharett, Meir, Shamir and Barak were all Foreign Ministers before they became Prime Minister. Eshkol and Olmert were first Finance Ministers. Peres was a Defense Minister before Prime Minister. Sharon had served previously as both Defense and Foreign. Rabin inherited his first term from Meir, but had Defense Ministry experience before he won an elected term. Netanyahu had experience as Deputy Foreign Minister before winning his first election and had previous Foreign and Finance Minister experience before he won his second.

This week two public polls were released. One measured public opinion on Moshe Kahlon’s Kulanu party. The other poll offered a fictional scenario poll in which a group of centrist figures would win 23 seats to 22 for the Likud. This fictional poll is the first one published that does not have Likud in first place so the pundits have been having a field day with it. The list, which was read out in a random order without naming the leader of the list, would include the unlikely trio of Netanyahu’s former Likud #2s Kahlon and Gideon Sa’ar, along with former IDF COS Gabi Ashkenazi.

One poll was discouraging for Kahlon’s future, and the second poll was promising for him.

 

Moshe Kahlon first ran for Knesset for Likud in 1999 and was placed #38 on the Likud Knesset list that won 19 seats under Benjamin Netanyahu. After Ariel Sharon defeated Ehud Barak in 2001 Kahlon was appointed to a senior position in hardline-Minister Uzi Landau’s Homeland Security Ministry. Kahlon improved to #25 for the 2003 Likud list led by Prime Minister Sharon that would win 38 seats and Kahlon was elected to the Knesset in a rookie class that would produce two future Likud #2s Gideon Sa’ar and Gilad Erdan. Kahlon sided with Landau and became one of the “Likud rebel MKs” against Ariel Sharon and his disengagement plan.  Kahlon was considered a hawk and frequently expressed his opposition to a Palestinian State. Kahlon was the surprise of the 2006 Likud primary and received first place. For the 2006 Election Kahlon was #3 on the Likud Knesset list behind the reserved spots for Benjamin Netanyahu and Silvan Shalom. Netanyahu appointed Kahlon as Chairman of the powerful Likud Central Committee, and Kahlon won re-election to the important post in 2008. During his second term Kahlon was appointed Knesset Economy Committee Chairman, the highest position given to the opposition Likud by the Olmert government. Many of his internal rivals struck political deals to weaken him and Kahlon dropped in the next primaries to fifth place and was #6 on the 2009 Likud Knesset list that won 27 seats and returned Benjamin Netanyahu to the Prime Minister’s Office. Netanyahu handed his ally Kahlon the Communications portfolio and later on gave him a second portfolio, the Labor and Welfare Ministry, after Isaac Herzog resigned the post.

Kahlon was considered very popular in public opinion polls, frequently receiving the top mark among all ministers thanks to his cellphone reform, yet he decided to take a break from politics and not run in the 2013 election. Suddenly rumors spread that Kahlon was considering running on a new list for 2013 and various scenario polls conducted by the television stations increased speculation. After an initial silence, Kahlon announced he was not running on any list in 2013 and he appeared in Likud TV commercials. However, already before the 2013 election cycle was finished, there were rumors that Kahlon was preparing himself for the next cycle to run at the head of a new center party, similarly to what Lapid had just done.

Kahlon wanted to be a Prime Minister candidate, and he made the calculation that Netanyahu was not going to give him one of the top three ministries unless he formed his own party. This was reinforced when the new center party Yesh Atid won 19 seats out of nowhere and Lapid received the Finance Ministry. Sa’ar, Likud’s #2 for the second straight election was actually demoted from Education to the Interior Ministry. Kahlon was ahead of Sa’ar and Erdan, his 2003 Likud classmates, in realizing the only way to really force Netanyahu’s hand was to create his own party and be a coalition partner capable of collapsing the government.

 

There is no long-term future for “center” parties. Some of these parties last a term and others have lasted as many as three. It is the same problem each time. The party is centered (pun intended) on one popular individual and after that individual leaves the party collapses. There are other problems of course. The MKs of center parties are usually chosen by the popular individual, instead of democratic primaries, and with that kind of power the popular individual usually leads to selecting unthreatening personalities that frequently turn out to be completely clueless and/or useless lawmakers. These MKs are subject to turning on their former boss and examining options to jump to another party if their current party is crashing in the polls. Another problem is that when it comes to voting on legislation there is no “center button”, there is a decision that must be made, for or against. In Israel events change rapidly, and it is almost impossible to stay in the center without constant flip-flopping, and that usually leads to untrustworthy and unfavorable numbers that prevent you from doing any long-term planning.

People look at Kadima when they say that the center can maintain long-term success. After all Kadima was represented in Knesset for close to ten years through three elections and by three different leaders. Ehud Olmert led the center party Kadima to 29 seats in 2006 and became the first centrist Prime Minister. Of course it was Ariel Sharon’s party that Olmert inherited. Kadima’s next leader Tzipi Livni failed to maintain Olmert’s coalition, and couldn’t create a new one afterwards either, despite winning Phase 1 in the 2009 election with 28 seats. The thing is that Livni’s Kadima was not Olmert’s Kadima, not really. There was a lot of turnover, a lot of new faces and MK Ze’ev Elkin decided that he’d rather move to the Likud than remain in a Livni-led Kadima. When Shaul Mofaz won the Kadima leadership it changed the party again. Kadima fell from 28 seats to two. Of course to be fair Mofaz’s Kadima wasn’t Livni’s Kadima either. Livni in fact had seven Kadima MKs break off and create a new party for her. Other Kadima MK refugees ran to the Likud and a few ran in the Labor Party primaries. One Kadima MK even tried to run as part of an Arab list.

After raising the electoral threshold to 3.25% the 20th Knesset tied a record for electing just ten lists. I’ve gone on record predicting that the next Knesset will most likely elect a single-digit number of lists for the first time as the Israeli political landscape in my opinion consolidates instead of splits. This might be the first Knesset term in a while where there is no “new white knight savior” candidate. Instead we might have a new alliance list that is made up of many personalities and parties that all want to capture the center vote without actually having to be in the center.

 

Kahlon’s numbers are dropping. He has not received double digits in any poll conducted since he joined the coalition. Housing prices are not going down, he has not taken on the banks as promised, his flip-flop on the natural gas deal has hurt his credibility, and he is perceived by many as the weak ineffective fig leaf of the coalition. The good news for Kahlon is that he still owns ten seats, he is sitting in the prestigious Finance Ministry, and he is the senior coalition partner of the government. Kahlon will have time to see his current reforms through after agreeing to a two-year-budget for 2017 and 2018.

As for his future, the likelihood that Kahlon runs alone in the next election is small. The Kulanu Party is simply not conducting themselves as a party that is seeking re-election. Kulanu is completely absent in the field and seems to be going through the motions instead of putting down roots.

Kahlon will probably do what previous center party leaders have done before him – try to make a deal. Kahlon will no doubt try to get the deal Tzipi Livni made where Herzog appointed her to #2 on a joint list where she was allowed to keep her own independent party and appoint her own people. Despite the current scenario poll, a Livni-type deal is something that today would only be worthwhile for Kahlon if it came from Netanyahu or Lapid. In fact, Kahlon negotiated possible joint lists with both of them before the previous election but realized he would have more power long-term if he ran with his own party now and sold high when he has the party funding of a ten-seat-party that didn’t spend much money during the previous term. Most of the Kulanu MKs would prefer Likud to Yesh Atid and returning to the Likud makes more sense for Kahlon as long as Netanyahu and his allies remain strong in polling. Netanyahu has already made a few deals to place a different party head at #2 and run on a joint list, most recently in the 2013 election that Kahlon decided to sit out. Even if Kahlon does prefer Lapid, Netanyahu is older than Lapid, and that is a factor for anyone who wants to be Prime Minister one day.

What about our weekend scenario poll? Kahlon has good relations with Sa’ar, and he views him as an ideal #2. However, if Sa’ar wouldn’t agree to be Netanyahu’s #2, why would he agree to be Kahlon’s? Ashkenazi, a former IDF COS, does not seem like a #2 type of player. Sa’ar is more popular than Kahlon, but Kahlon won’t agree to hand his party over to someone else. Attaching Sa’ar’s name to scenario polls makes for interesting conversation, but he will most likely wait for the next Likud leadership election or, the less likely option, start his own party as Kahlon did before him.

Our scenario poll does teach us that Lapid loses his standing the minute there is a better perceived alternative to Netanyahu. If Lapid had convinced Livni or Kahlon to be his #2 in the previous election he would most likely be the leader of the second largest list and the official Opposition Leader right now. Lapid is already inheriting Kulanu and Zionist Union voters, but he might lose them if he doesn’t include their leaders. As Herzog’s grip weakens the Zionist Union MKs are becoming increasingly independent and a chunk of them might break off and join a new center alliance with or without Herzog.

So, we have a group of politicians who are looking to the center for their political survival, and Kahlon is an important key for many of them. Many of Kahlon’s opponents know there is likely a scenario where they will need him and his ten seats of party funding to ensure their survival. It is a real dilemma for these figures if they should publicly attack Kahlon or not. If you attack Kahlon too much you might be sending him straight into the hands of Netanyahu. If you don’t attack him enough he might use you as a bargaining chip before jumping into Netanyahu’s arms anyways. For now the tactic some are using is attacking the Kulanu Party instead of Kahlon directly.

There probably is no future for the Kulanu Party, but there is a future for Moshe Kahlon.

Dialog conducted a scenario poll creating a new party list of Kahlon, Saar and Ashkenazi without deciding who would be the leader of the list and read the three names in a random order to each person. They asked 504 people that resulted in a 4.4% margin of error. Haaretz published the poll on March 24 2016

Current Knesset seats in [brackets]

23 [10] New Kahlon+Saar+Ashkenazi List

22 [30] Likud

15 [24] Zionist Union

13 [13] The Joint (Arab) List

13 [11] Yesh Atid

10 [08] Bayit Yehudi

07 [07] Shas

07 [06] Yahadut Hatorah/UTJ

05 [06] Yisrael Beitenu

05 [05] Meretz

 

51 [57] Right-Religious

46 [53] Center-Left-Arab

23 [10] New Party

  • Note: This means that the fictional party would take seven seats from the center-left bloc and six seats from the right-religious bloc.

 

Dialog also conducted a regular poll that was not published by Haaretz, although Haaretz did cite Likud, Yesh Atid, Zionist Union and Kulanu’s numbers including the significant movement in Bayit Yehudi and Yisrael Beitenu’s numbers.

Current Knesset seats in [brackets]

27 [30] Likud

20 [11] Yesh Atid

15 [24] Zionist Union

13 [13] The Joint (Arab) List

12 [08] Bayit Yehudi

07 [10] Kulanu

07 [07] Shas

07 [06] Yahadut Hatorah/UTJ

07 [06] Yisrael Beitenu

05 [05] Meretz

 

67 [57] Right-Religious

53 [53] Center-Left-Arab

  • Note: Lapid’s  decline in the scenario poll presents us with the information there is a significant number of people who will vote for whoever has the best chance to defeat Netanyahu and they do not seem to be loyal.