Comment

As well as Iran and Trump, the election in Israel highlights the demographic shift in the Middle East

It will still take some time to work out what sort of government will be formed and what assurances Netanyahu wants in the event of his departure from the political scene. Negotiations with Tehran are continuing in the run-up to the mid-term elections. At present, the outcome of the vote in Tel Aviv reflects one certainty: the social change taking place in the country

Il presidente israeliano Isaac Herzog  REUTERS/Bernadett Szabo

4' min read

Translated by AI
Versione italiana

4' min read

Translated by AI
Versione italiana

It is by no means an exaggeration to describe the election result of the outgoing Israeli Prime Minister Netanyahu as a victory. That the elections would be a referendum on him – even more so than on his government – was clear from the dramatic days following the start of military operations in Gaza and, even more so, from the onset of the confrontation with Iran. Although the figures paint a picture of a dead heat between the coalitions – and thus, in terms of governability, a stalemate – the Prime Minister’s political influence is far from waning. Evidently, his ability to assert himself as a bulwark against chaos, his security-focused vision and his nod to the Haredim, the ultra-Orthodox who are key players in the growth of a ‘parallel state’, characterised by permits and regulations, has prevailed over fears of the country’s growing international isolation and the persistence of a state of tension and permanent mobilisation.

It is certainly true that, at certain points in history, politics proves more stubborn than the facts. And so a delicate phase is now beginning in Israel, characterised by attempts to strike a balance in parliament and to form a new government as quickly as possible. The solution of a government of national unity, aimed at sidelining the extremist factions, seems unlikely, given that it would require guaranteeing a leading role for Netanyahu, with all the implications and safeguards – including legal ones – that this entails, as well as divisions on key issues of security and foreign policy.

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The US Mid-Term Elections

It is likely that nothing will change on the Middle Eastern chessboard until this impasse has been resolved. Donald Trump in the United States is well aware of this, as he prepares to face a deadline that is as important as it is symbolic. Important because it is, in effect, the first test of his popularity since his re-election. Symbolic because, even if ‘Make America Great Again’ (MAGA) candidates are defeated in the elections for the House of Representatives and a third of the Senate, the conditions will not be in place for a policy to counter the Administration’s future decisions. For this reason, the US President has entrusted his Vice-President J.D. Vance with the task of managing a new round of secret negotiations with Tehran. In recent days, American and Iranian envoys have been hosted by Emirati diplomats in Abu Dhabi to resume talks on the issue of freedom of navigation in the Strait of Hormuz, sanctions and the nuclear programme. Once again, the threats made by Trump in recent weeks and the possibility of resuming military attacks against Iran served only to raise the stakes in the negotiations.

Any time gained as a result of the political deadlock in Israel and the possible strengthening of the parliamentary counterweight in the United States will be useful precisely for continuing to negotiate and discuss matters with Tehran.

There is a tradition whereby no President of the United States continues or starts a war during the final part of their term of office. This has happened in the past to avoid causing difficulties for the party machinery, which is busy with the election campaign. Trump is, of course, different and certainly does not subscribe to this party-political logic. But he will nevertheless be careful not to let the Israeli Prime Minister dictate his line, assuming we have one soon.

Herzog’s consultations

The process is, in fact, fraught with difficulties. The Israeli President Isaac Herzog will only be able to begin consultations once he has received the go-ahead from the Supreme Court and confirmation that the election results are final and valid. Not before next week, therefore, provided that the investigation launched by the Electoral Commission into the complaint regarding foreign interference in the mobilisation of the Arab vote does not take on any real substance.

A return to the polls may therefore be a plausible scenario, either because of suspicions regarding the fairness of the vote or because the elections will not result in the establishment of a clear parliamentary majority.

Possible scenarios

The alternative, currently being championed by Herzog, is a government of national unity – a complex proposition to bring about for the reasons outlined above, compounded by personal idiosyncrasies. In other words, it is unlikely that Netanyahu will agree to step down or step aside without specific guarantees regarding his personal future.

A third option is a minority government led by Eisenkot, with external support from the Arab parties, which would make their 19 seats available and possibly back individual government measures.

The fourth and final scenario hinges on Netanyahu’s own ability to form a government, perhaps by poaching MPs from the centre. The outgoing prime minister has already shown he can do this in 2022, when, at the eleventh hour, he formed a new government backed by defectors from the opposition. In a context as polarised as the current Israeli political landscape, however, this remains a highly unlikely scenario.

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It will therefore be some time before Israel’s diplomatic and military stance in the near future can be defined more clearly. Clear signals, however, are coming from Israeli society itself, even before they emerge from the political sphere. Israel’s demographic, social and cultural balance is undergoing profound change. Whatever the final outcome of the election, the geopolitics of the Middle East will have to come to terms with this reality.

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