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Netanyahu’s new government could lose a critical constituency: American conservatives
WASHINGTON (JTA) — The op-ed was typical of the Wall Street Journal’s conservative editorial page, extolling the virtues of moderation in all things.
The difference was that the author of the piece published Wednesday, Bezalel Smotrich, has a reputation for extremism, and the political landscape he was imagining is in Israel, not America.
Experts who track the U.S.-Israel relationship say the op-ed had a clear purpose: to quell the fears of American conservatives whom Prime Minister Benjamin Netanyahu has long cultivated as allies and who may be rattled by his new extremist partners in governing Israel.
Those partners include Smotrich, the Religious Zionist bloc leader and self-described “proud homophobe” whom Israeli intelligence officials have accused of planning terrorist attacks — and who was sworn in as finance minister in Netanyahu’s new government Thursday. They also include Itamar Ben-Gvir, who has been convicted of incitement for his past support of Jewish terrorists, who will oversee Israel’s police.
The presence of Smotrich, Ben-Gvir and their parties in Netanyahu’s governing coalition has alarmed American liberals, including some in the Biden administration. But insiders say conservatives are feeling spooked, too.
“The conservative right was with [Netanyahu] and now he seems to be riding the tiger of the radical right,” said David Makovsky, a fellow at the Washington Institute for Near East Policy who just returned from a tour of Israel where he met with senior officials of both the outgoing and incoming governments. “And I think that is bound to alienate the very people who counted on him being risk-averse and to focus on the economy.”
In his op-ed published on Tuesday, two days before the new Israeli government was sworn in, Smotrich sought to persuade Americans that the new government is not the hotbed of ultranationalist and religious extremism it has been made out to be in the American press.
“The U.S. media has vilified me and the traditionalist bloc to which I belong since our success in Israel’s November elections,” he wrote. “They say I am a right-wing extremist and that our bloc will usher in a ‘halachic state’ in which Jewish law governs. In reality, we seek to strengthen every citizen’s freedoms and the country’s democratic institutions, bringing Israel more closely in line with the liberal American model.”
The op-ed is at odds with the stated aims of the coalition agreements; whereas Smotrich says there will be no legal changes to disputed areas in the West Bank, the agreements include a pledge to annex areas at an unspecified time, and to legalize outposts deemed illegal even under Israeli law. He says changes to religious practice will not involve coercion, but the agreement allows businesses to decline service “because of a religious belief,” which a member of his party has anticipated could extend to declining service to LGBTQ people.
Netanyahu has alienated the American left with his relentless attacks on its preference for a two-state outcome to the Israeli-Palestinian conflict, which he perceives as dangerous and naive. (He also differs from them on how to prevent Iran from obtaining nuclear weapons.) He has instead cultivated a base on the right through close ties with the Republican Party and among evangelicals, made possible in part because he has long espoused the values traditional conservatives hold dear, including free markets and a united robust Western stance against extremism and terrorism.
But his alliance with Smotrich and others perceived as theocratic extremists may be a bridge too far even for Netanyahu’s conservative friends, who champion democratic values overseas, said Dov Zakheim, a veteran defense official in multiple Republican administrations.
“Traditional conservatives are much closer to the Bushes, and Jim Baker and those sorts of folks,” he said, referring to the two former presidents and the secretary of state under the late George H. W. Bush.
Jonathan Schanzer, a vice president of the Foundation for Defense of Democracies, said the op-ed was likely written at Netanyahu’s behest with those conservatives in mind.
“The Wall Street Journal piece was designed to appeal to traditional conservatives,” he said. “It was designed to send a message to the American public writ large that the way in which Smotrich and perhaps [Itamar] Ben Gvir have been described is based on past utterances and not necessarily their forward-looking policies.”
The immediate predicate for the op-ed, insiders say, was likely a New York Times editorial on Dec. 17 that called the incoming government “a significant threat to the future of Israel” because of the extremist positions Smotrich and other partners have embraced, including the annexation of the West Bank, restrictions on non-Orthodox and non-Jewish citizens, diminishing the independence of the courts, reforming the Law of Return that would render ineligible huge chunks of Diaspora Jewry, and anti-LGBTQ measures.
Smotrich in his op-ed casts the changes not as radical departures from democratic norms but as tweaks that would align Israel more with U.S. values. He said he would pursue a “broad free-market policy” as finance minister. He likened religious reforms to the Supreme Court decision that allowed Christian service providers to decline work from LGBTQ couples.
“For example, arranging for a minuscule number of sex-separated beaches, as we propose, scarcely limits the choices of the majority of Israelis who prefer mixed beaches,” Smotrich wrote. “It simply offers an option to others.”
In the West Bank, Smotrich said, his finance ministry would promote the building of infrastructure and employment which would benefit Israeli Jewish settlers and Palestinians alike. “This doesn’t entail changing the political or legal status of the area.”
Such salves contradict the stated aims of the new government’s coalition agreement, Anshel Pfeffer, a Netanyahu biographer and analyst for Haaretz said in a Twitter thread picking apart Smotrich’s op-ed.
“Smotrich says his policy doesn’t mean changing the political or legal status of the occupied territories while annexation actually appears in the coalition agreement and his plans certainly change the legal status of the settlements,” Pfeffer said.
Danielle Pletka, a senior fellow at the American Enterprise Institute, said foreign media alarm at the composition of the incoming government was premature.
“I suspect that the vast mass of people will maintain the support that they have for Israel because it hasn’t got anything to do with the passing of one government to another and has everything to do with the principle that Israel is a pro-American democracy in a region that’s pretty important,” she said.
That said, Pletka said, the changes in policy embraced by Smotrich and his cohort could alienate Americans should they become policy.
“I think a lot of things can change if the rhetoric from Netanyahu’s government becomes policy, but right now, it’s rhetoric,” she said. “What you tend to see in normal governments is that they need to make a series of compromises between rhetoric that plays to their base and governance.”
Pletka said Netanyahuu’s stated ambition to expand the 2020 Abraham Accords to peace with Saudi Arabia would likely inhibit plans by Smotrich to annex the West Bank. In the summer of 2020, the last time Netanyahu planned annexation, the United Arab Emirates, one of the four Arab Parties to the Abraham Accords, threatened to pull out unless Netanyahu pulled back — which he did.
“It’s not just the relationship with the United States,” she said. “This might alienate their new friends in the Gulf, which, at the end of the day, may actually have more serious consequences.”
Netanyahu has repeatedly sought to relay the impression that he will keep his coalition partners on a short leash.
“They’re joining me, I’m not joining them,” he said earlier this month. “I’ll have two hands firmly on the steering wheel. I won’t let anybody do anything to LGBT [people] or to deny our Arab citizens their rights or anything like that.”
Zakheim said that Netanyahu, who is Israel’s longest-serving prime minister, from 1996 to 1999 and then from 2009 to 2021, has proven chops at steering rangy coalitions — but there are two key differences now.
Netanyahu wants his coalition partners to pass a law that would effectively end his trial for criminal fraud, and so they exercise unprecedented leverage over him. Additionally, Netanyahu in the past has faced the greatest pressure from haredi Orthodox parties, who are susceptible to suasion by funding their impoverished sector. That’s not true of his new ideologically driven partners.
“If you look at his past governments, he has really never been forced into real policy decisions by those to the right of him,” Zekheim said. “Now he’s got a problem because these 15 or so seats of those to his right are interested in policy, not just in money.”
Makovsky said Netanyahu appears to be leaving behind a conservatism that was sympathetic to the outlook of its American counterpart.
“His success has been that he’s a stabilizer. He’s risk-averse. He’s focused on the prosperity of the country, with high-tech success. He’s the one to be seen as the tenacious guardian against Iranian nuclear influence,” he said. “And those are things people could relate to. Now, it just seems like he’s just throwing the playbook out the window.”
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Rights Groups Say at Least 16 Dead in Iran During Week of Protests
People walk past closed shops following protests over a plunge in the currency’s value, in the Tehran Grand Bazaar in Tehran, Iran, December 30, 2025. Photo: Majid Asgaripour/WANA (West Asia News Agency) via REUTERS
At least 16 people have been killed during a week of unrest in Iran, rights groups said on Sunday, as protests over soaring inflation spread across the country, sparking violent clashes between demonstrators and security forces.
Deaths and arrests have been reported through the week both by state media and rights groups, though the figures differ. Reuters has not been able to independently verify the numbers.
The protests are the biggest in three years. Senior figures have struck a softer tone than in some previous bouts of unrest, at a moment of vulnerability for the Islamic Republic with the economy in tatters and international pressure building.
SUPREME LEADER SAYS IRAN WILL NOT YIELD TO ENEMY
President Masoud Pezeshkian told the Interior Ministry to take a “kind and responsible” approach toward protesters, according to remarks published by state media, saying “society cannot be convinced or calmed by forceful approaches.”
That language is the most conciliatory yet adopted by Iranian authorities, who have this week acknowledged economic pain and promised dialogue even as security forces cracked down on public dissent in the streets.
US President Donald Trump has threatened to come to the protesters’ aid if they face violence, saying on Friday “we are locked and loaded and ready to go,” without specifying what actions he was considering.
That warning prompted threats of retaliation against US forces in the region from senior Iranian officials. Supreme Leader Ayatollah Ali Khamenei said Iran “will not yield to the enemy.”
Kurdish rights group Hengaw reported that at least 17 people had been killed since the start of the protests. HRANA, a network of rights activists, said at least 16 people had been killed and 582 arrested.
Iran’s police chief Ahmad-Reza Radan told state media that security forces had been targeting protest leaders for arrest over the previous two days, saying “a big number of leaders on the virtual space have been detained.”
Police said 40 people had been arrested in the capital Tehran alone over what they called “fake posts” on protests aimed at disturbing public opinion.
The most intense clashes have been reported in western parts of Iran but there have also been protests and clashes between demonstrators and police in Tehran, in central areas, and in the southern Baluchistan province.
Late on Saturday, the governor of Qom, the conservative centre of Iran’s Shi’ite Muslim clerical establishment, said two people had been killed there in unrest, adding that one of them had died when an explosive device he made blew up prematurely.
HRANA and the state-affiliated Tasnim news agency reported that authorities had detained the administrator of online accounts urging protests.
CURRENCY LOST AROUND HALF ITS VALUE
Protests began a week ago among bazaar traders and shopkeepers before spreading to university students and then provincial cities, where some protesters have been chanting against Iran’s clerical rulers.
Iran has faced inflation above 36 percent since the start of its year in March and the rial currency has lost around half its value against the dollar, causing hardship for many people.
International sanctions over Iran’s nuclear program have been reimposed, the government has struggled to provide water and electricity across the country through the year, and global financial bodies predict a recession in 2026.
Khamenei said on Saturday that although authorities would talk to protesters, “rioters should be put in their place.”
Speaking on Sunday, Vice President Mohammadreza Aref said the government acknowledged the country faced shortcomings while warning that some people were seeking to exploit the protests.
“We expect the youth not to fall into the trap of the enemies,” Aref said in comments carried by state media.
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Antisemitic Graffiti Painted on the Facade of Canada Synagogue
Antisemitic graffiti on a synagogue in Winnipeg, Canada. Photo: CIJA, via i24.
i24 News – The Winnipeg police in central Canada have opened a hate crime investigation after the discovery of swastikas and antisemitic messages spray-painted on the exterior of the Shaarey Zedek synagogue, one of the city’s main Jewish congregations. The graffiti is believed to have been done during the night from Saturday to Sunday.
The acts of vandalism were discovered early in the morning. Several hateful symbols were visible on exterior parts of the building. No injuries were reported. Officers went to the scene to assess the damage and secure the premises. The police are currently reviewing surveillance footage from the area and are asking anyone with information to come forward.
The incident has drawn strong condemnation from national and local Jewish organizations. The Centre for Israel and Jewish Affairs (CIJA) denounced these acts, stressing that the desecration of Jewish institutions with Nazi symbols requires a firm response from municipal and police authorities.
The Jewish Federation of Winnipeg has also condemned what it calls “pure hatred,” warning that the repeated targeting of Jewish institutions poses a serious threat to the community’s safety. It has once again encouraged citizens to promptly report any hate-related incident to enable investigators to gather the necessary evidence.
These graffiti have appeared in a context of rising antisemitic incidents across the country. Community organizations note that synagogues, schools, and Jewish centers are increasingly being targeted, particularly during times of international tension, even when they have no direct connection to those events.
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Oil Prices Likely to Move Higher on Venezuelan Turmoil, Ample Supply to Cap Gains
FILE PHOTO: The Guinea-flagged oil tanker MT Bandra, which is under sanctions, is partially seen alongside another vessel at El Palito terminal, near Puerto Cabello, Venezuela December 29, 2025. Photo: REUTERS/Juan Carlos Hernandez/File Photo
Oil prices are likely to move higher when benchmark futures resume trading later on Sunday on concern that supply may be disrupted after the United States snatched Venezuelan President Nicolas Maduro from Caracas at the weekend and President Donald Trump said Washington would take control of the oil-producing nation.
There is plentiful oil supply in global markets, meaning any further disruption to Venezuela’s exports would have little immediate impact on prices, analysts said.
The US strike on Venezuela to extract the country’s president inflicted no damage on the country’s oil production and refining industry, two sources with knowledge of operations at state oil company PDVSA said at the weekend.
Since Trump imposed a blockade of sanctioned oil tankers entering or leaving Venezuelan waters and seized two cargoes last month, exports have fallen and have been completely paralysed since January 1.
That has left millions of barrels stuck on loaded tankers in Venezuelan waters and led to millions more barrels going into Venezuelan oil storage.
The OPEC member’s exports fell to around 500,000 barrels per day in December, around half of what they were in November. Most of the December exports took place before the embargo. Since then, only exports from Chevron of around 100,000 bpd have continued to leave Venezuela. The global oil major has US authorization to produce and export from Venezuela despite sanctions.
The embargo prompted PDVSA to begin cutting oil output, three sources close to the decision said on Sunday, because Venezuela is running out of storage capacity for the oil that it cannot export. PDVSA has asked some of the joint ventures that are operating in the country to cut back production, the sources said. They would need to shut down oilfields or well clusters.
Trump said on Saturday that the oil embargo on Venezuelan exports remained in full effect. If the US government loosens the embargo and allows more Venezuelan crude exports to the US Gulf, there are refiners there that previously processed the country’s oil.
The weekend’s events were unlikely to materially alter global oil markets or the global economy given the US strikes avoided Venezuela’s oil infrastructure, said Neil Shearing, group chief economist at Capital Economics.
“In any case, any short-term disruption to Venezuelan output can easily be offset by increased production elsewhere. And any medium-term recovery in Venezuelan supply would be dwarfed by shifts among the major producers,” he said in a note.
Trump also threatened on Friday to intervene in a crackdown on protests in Iran, another OPEC producer, ratcheting up geopolitical tensions. Trump on Friday said “we are locked and loaded and ready to go,” without specifying what actions he was considering against Tehran, which has seen a week of unrest as protests over soaring inflation spread across the country.
“Prices may see modest upside on heightened geopolitical tensions and disruption risks linked to Venezuela and Iran, but ample global supply should continue to cap those risks for now,” said Ole Hansen, head of commodities research at Saxo Bank.
On Sunday, the Organization of the Petroleum Exporting Countries and their allies agreed to maintain steady oil output in the first quarter, OPEC+ said in a statement. Both Venezuela and Iran are members of OPEC. Several other members of OPEC+ are also embroiled in conflict and political crises.
The producer group has put increases in production on pause for the first quarter after raising output targets by around 2.9 million barrels per day from April to December 2025, equal to almost 3% of world oil demand.
Brent and US crude futures settled lower on Friday, the first day of trading of 2026, as investors weighed oversupply concerns against geopolitical risks. Both contracts closed 2025 with their biggest annual loss since 2020 marked by wars, higher tariffs, increased OPEC+ output and sanctions on Russia, Iran and Venezuela.
VENEZUELA
“The political transition in Venezuela adds another major layer of uncertainty, with elevated risks of civil unrest and near-term supply disruptions,” said Jorge Leon, head of geopolitical analysis at consultancy Rystad Energy and a former OPEC official.
“In an environment this fragile, OPEC+ is choosing caution, preserving flexibility rather than introducing new uncertainty into an already volatile market.”
Trump said on Saturday that the US would control the country until it could make an orderly transition, but an interim government led by vice president and oil minister Delcy Rodriguez remains in control of the country’s institutions, including state energy company PDVSA, with the blessing of Venezuela’s top court.
A top Venezuelan official said on Sunday that the country’s government would stay unified behind Maduro amid deep uncertainty about what is next for the Latin American country.
Trump said that American oil companies were prepared to reenter Venezuela and invest billions of dollars to restore production there.
Venezuela is unlikely to see any meaningful boost to crude output for years even if US oil majors do invest the billions of dollars in the country that Trump has promised, analysts said.
“We continue to caution market observers that it will be a long road back for the country, given its decades-long decline under the Chávez and Maduro regimes, as well as the fact that the US regime change track record is not one of unambiguous success,” Helima Croft, RBC Capital’s head of commodities research, said in a note.