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An Israel analyst’s best- and worst-case scenarios for the new right-wing government

(JTA) — The recent Israeli elections, the fifth in less than four years, returned Benjamin Netanyahu to the driver’s seat for the third time.

The twice and future prime minister appears able to cobble together a coalition that has been called the most right-wing in Israeli history. It will include three far-right and two haredi Orthodox parties, and his partners include the far-right Religious Zionism party and its leader Bezalel Smotrich, who has sucessfully pushed for a heavier hand in controlling Israeli policies in the West Bank; Itamar Ben-Gvir, head of the extremist Otzma Yehudit party, who is due to head a new National Security Ministry that will be given authority over Border Police in the West Bank; and far-right Knesset member Avi Maoz, whose Noam party campaigned on a homophobic and anti-pluralistic platform.

These developments have cheered the American Jewish right, which has long called for Israel to consolidate its power in — if not outright annex — the disputed territories of the West Bank that are home to 480,000 Israeli settlers and 2.7 million Palestinians, of whom 220,000 live in East Jerusalem. 

For Jews on the center and left, however, the results have prompted anxiety. If the two-state solution has long looked out of reach, many were at least hoping Israel would stay on a centrist path and maintain the status quo until Israelis and Palestinians seem ready for their long-delayed divorce. American Jewish leaders are worried — privately and in public — that Jewish support for Israel will erode further than it has if Jews become convinced Israel doesn’t share their democratic and pluralistic values.

I spoke this past week about these issues and more with Michael Koplow, the chief policy officer of the Israel Policy Forum and a senior research fellow of the Kogod Research Center at the Shalom Hartman Institute of North America. The IPF supports a viable two-state solution, and Koplow acknowledges that he agrees with “almost nothing that I’m going to see from this Israeli government.” But he remains one of the most articulate analysts I know of the high stakes on all sides. 

Our conversation was presented as a Zoom event sponsored by Congregation Beth Sholom, my own synagogue in Teaneck, New Jersey. The transcript below has been edited for length and clarity

Jewish Telegraphic Agency: What are the far right’s big asks, and what might we expect to see going forward? 

Michael Koplow: There are a few issues that are really coming to the fore. The first is judicial reform. There’s a longstanding complaint among the Israeli right that the Israeli Supreme Court is perceived to be left-leaning — the mirror image of what we have here in the United States. Secondly, the Supreme Court is perceived by many Israelis to be an undemocratic institution, because it is an appointed body. In Israel, you have a selection committee for the Supreme Court that is actually composed mostly of sitting Supreme Court justices and members of the Israeli Bar Association. A common complaint is that the Knesset is a democratic body selected by the people and it’s hampered by this undemocratic body that gets to dictate to the Knesset what is legal and what is not.

And so for a long time on the Israeli right there has been a call to have a bill passed that would allow the Knesset to override Supreme Court decisions. At the moment, there’s no recourse. The ultra-Orthodox parties in Israel have long sought exemptions for haredi Israelis to serve in the IDF and the Supreme Court has consistently ruled that ultra-Orthodox members of Israeli society can’t get a blanket exemption. A Supreme Court override bill would allow the Knesset to exempt the ultra-Orthodox from serving in the IDF. For the more right-wing nationalist parties, particularly Religious Zionism, the Israeli Supreme Court has ruled on multiple occasions that settlements cannot be established on private Palestinian land in the West Bank. Their main interest in a Supreme Court override is so that they can pass laws that will effectively allow settlements anywhere in [the West Bank’s Israeli-controlled] Area C, whether it’s state land or private Palestinian land.

Is Netanyahu interested for these same reasons?

Netanyahu is to a lesser extent interested in these things, but right now he’s on trial for three different counts, all for fraud and breach of trust, which is the crime that Israeli politicians get charged with in matters of corruption. He’s also in trouble for bribery. One of the things that he wants to do is to pass something called the “French law,” which would bar sitting Israeli prime ministers from being investigated and indicted. And in order to do that, he almost certainly will have to get around the Supreme Court.

The second thing that I think we can expect to see from this prospective coalition has to do with the West Bank. In late 2019 and early 2020, there was a lot of talk in the Israeli political sphere about either applying sovereignty to the West Bank or annexing the West Bank. This happened also in conjunction with the release of the Trump plan in January 2020, which envisioned upfront 30% of the West Bank being annexed to Israel. 

This all got shelved in the summer of 2020, with the Abraham Accords, when the Emirati ambassador to the United States wrote an op-ed where he said to Israelis, “You can have normalization with the UAE or you can have annexation, but you can’t have both.” Israelis overwhelmingly wanted normalization versus West Bank annexation. Between 10% and 15% of Israeli Jews want annexation, so this annexation plan was dropped. In the new coalition, annexation is back, but it’s back in a different way. Bezalel Smotrich is a particularly smart and savvy politician, and understands that if you talk about annexation or application of sovereignty on day one, he’d likely run into some of the same problems — from the United States and potentially from other countries in the region. And so the way they’re going about it now is by instituting a piecemeal plan that will add up to what is effectively annexation. 

How would that work?

For starters, there is a plan to legalize illegal Israeli settlements, and when I say illegal, I mean illegal under Israeli law. There are 127 settlements in the West Bank that are legal under Israeli law, because they had been built on what is called state land inside of the West Bank, and because they’ve gone through the planning and permitting process. In addition, there are about 205 illegal Israeli outposts and illegal Israeli farms, containing somewhere between 25,000 and 30,000 Israelis. And what makes them illegal under Israeli law is that they were all built without any type of Israeli government approval. In many of these cases, they’re also built on private Palestinian land. 

The first part of this plan is to legalize retroactively these illegal outposts. The coalition agreement that has already been signed between Likud and Religious Zionism, Smotrich’s party, calls for, within 60 days of the formation of the government, the state paying for water and electricity to these illegal outposts. I should note there already is water and electricity to these illegal outposts, but it’s paid for by the regional settlement councils. This would have water and electricity paid for by the Israeli government, and then within a year to retroactively legalize all of them. That’s step number one. 

Step number two has to do with the legal settlements inside the West Bank. There is a body called the Civil Administration, which is the body that is in charge of all construction for both Israelis and Palestinians in Area C, the 60% of the West Bank that is controlled entirely by Israel. As part of the agreement between Likud and Religious Zionism, Smotrich is going to be finance minister, but also appointed as a junior minister in the Defense Ministry, and he will control the Civil Administration and will be in charge of all settlement construction in the West Bank. He will also have the power to decide whether Palestinians can build in Area C and whether Palestinian structures in Area C that were built without a permit can be demolished. And so this will almost certainly be increasing at a very rapid rate. The Supreme Planning Committee that plans West Bank settlement construction normally would meet about four times a year, and under the [current] Bennett/Lapid government it only met twice, but Smotrich said in the past that he would like to convene it every single month. So the pace of settlement construction is almost certainly going to grow at a pretty rapid pace. 

What will Itamar Ben-Gvir, an acolyte of Meir Kahane, the American rabbi barred from Israel’s parliament in the 1980s because of his racism, gain in the government?

Itamar Ben-Gvir is the head of Otzma Yehudit, the Jewish supremacist party that now has six seats in the Knesset. As part of his negotiations with Netanyahu, he is going to be appointed to a new position known as the “national security minister,” which is currently called the public security minister, but they’ve increased its powers and renamed it. They’ve also given this new ministry control over the West Bank border police, who operate in the West Bank. And they’re also giving this minister power over the police that normally belongs to the police commissioner. And so Ben-Gvir, who I should note has seven criminal convictions on his record, including one for support of a terrorist organization and incitement to racism, is going to be the minister who’s in charge of the police — not only inside of Israel, but he’ll be in charge of the police who operate in the West Bank and who operate on the Temple Mount. 

Michael Koplow is the chief policy officer of the Israel Policy Forum and a senior research fellow of the Kogod Research Center at the Shalom Hartman Institute of North America. (Courtesy IPF)

And this is important because Ben-Gvir is one of the figures in Israel who has talked a lot about changing the status quo on the Temple Mount, probably the most sensitive spot in the entire world, and certainly the most sensitive spot anywhere between the Jordan River and the Mediterranean Sea. Which is why Israeli governments, including very right-wing governments, have not changed the status quo [allowing Jews to enter the Muslim-administered mount, but pray there], certainly not formally. He’s also talked about increasing his own visits to the Temple Mount. 

And he’s also talked about changing the rules of engagement for Israeli police, whereby they would be allowed to shoot anybody on sight, for instance, who’s holding a stone or holding a Molotov cocktail. Right now the current rules of engagement are that people like that can only be shot if they present an imminent and serious threat to a soldier or police. Changing that is certainly going to have an effect on relations between Israelis and Palestinians and likely lead to the types of clashes we’ve seen in Jerusalem over the past few years.  

This is all very good news for folks who want to solidify Israeli control in the West Bank. It’s not such good news for people who support more autonomy for the Palestinians and certainly support the two-state solution — and I think I can include the Israel Policy Forum in the latter camp. I want to hear your thoughts on what you’ve called the best-case scenarios and the worst-case scenarios, and on where Netanyahu fits in.

When I say best-case scenario, I mean in terms of preserving the status quo, because a best-case scenario where you’d actually have an agreement between Israelis and Palestinians is nowhere. It’s not in any conceivable future. 

I think the best-case scenario would be that Netanyahu understands Israel’s place in the international system and he understands how issues inside the West Bank impact Israel’s foreign relations. This is somebody who has served as Israeli prime minister longer than anybody else. He was prime minister when the Abraham Accords came into being, and that accomplishment is rightfully his. Netanyahu understands these factors and has a long history of being very cautious as prime minister. He’s not a prime minister that uses force. He’s not a prime minister under whom Israel has undertaken any major military operations outside of Gaza. I think that it’s not unreasonable to think that his history of relative caution isn’t just going to go away. And that means doing things to make sure that the fundamental situation in the West Bank doesn’t get overturned. 

Netanyahu is operating in a political context in which his voters and voters for the other parties in his coalition do expect some real radical changes. Interestingly, however, part of this agreement with Religious Zionism is that everything has to be approved by [Netanyahu], and so there will be a mechanism for Netanyahu to slow some things down. I think that there is a situation in which he lets things proceed at an increased pace, but doesn’t do anything to really fundamentally alter the status of the West Bank. 

I also think that voters voted for Religious Zionism and Otzma Yehudit not because they’re looking for big, massive changes in the West Bank or an explosion in settlement construction, but because they were voting on law and order issues. Many Israelis are still very shell-shocked, literally and figuratively, by the events of May 2021, particularly the riots that broke out in mixed Israeli cities. And despite the fact that Itamar Ben-Gvir was blamed by the police commissioner at the time for instigating some of the violence in mixed cities, he ran a very effective campaign where he said, “Vote for me and effectively I will restore order.”

That leads to the reasonable best-case scenario of plenty of things happening that will cause friction with the United States and plenty of things that will cause friction with the Palestinians, but nothing that can necessarily be undone by a different government down the road. 

And the worst-case scenario, from your perspective?

The worst-case scenario is all of these things that Smotrich, in particular, wants to carry out leads to the collapse of the Palestinian Authority. Based on my own experience in the West Bank in recent months, the Palestinian Authority has fundamentally lost control of much of the northern West Bank. In many places they have chosen not to engage in many ways. They effectively operate in and around Ramallah, and have a token presence in other spots, but don’t really have the power to enforce law and order. They’re under enormous political strain.

As a very quick refresher, the West Bank is divided into three areas, A, B and C. In theory, Area A is supposed to be entirely under the PA control and where you have between 1.3 and 1.5 million Palestinians. If the Palestinian Authority collapses, that means that Israel must go in and literally be the day to day governor and mayor of Area A and all its cities, providing services to 1.3 million Palestinians. It means acting as traffic cops, dealing with all sorts of housing and construction and literally everything that municipal governments do that Israel has not done in Area A in almost 30 years. 

Does Israel even have that capability?

The standard is that 55% of all active-duty IDF soldiers are currently stationed in the West Bank. If the Palestinian Authority collapses it’s not hyperbole to say that every single active-duty IDF soldier will have to be stationed in the West Bank just to run things, just to maintain basic law and order. That means not having IDF soldiers on the border with Egypt, on the borders with Syria and Lebanon. It will effectively have turned into nothing but a full-time occupation force. And that’s Option A.

Option B is that Israel elects not to do that. And then Hamas or Islamic Jihad steps into the vacuum, and they become the new government in the West Bank. And at that point, everything that you have in Gaza, you have in the West Bank, except for the fact that the West Bank is a much larger territory. It cannot be sealed off completely. This is literally the nightmare scenario not only for Israeli security officials, but for Israeli civilians. And that’s even before we talk about the impact that will have on terrorism and violence inside of Israeli cities inside the green line, let alone what happens in the West Bank. 

The United States and the European Union, and the U.N., presumably, won’t stand idly by through a lot of these changes. What leverage do they have and can they use to maintain the status quo?

The U.S. and E.U. are going to have some pretty clear, very well-defined red lines. I think it’s reasonable to expect that the Biden administration and many members of Congress will put the formal declaration of annexation as a red line. The same goes for European countries. But certainly the Biden administration doesn’t want to be in a position where they are getting into constant fights with the Israeli government. The administration rightly views Israel as an ally and an important partner and wants to maintain military and security and intelligence cooperation with Israel in the region. All those things benefit U.S. foreign policy. This is not an administration and certainly there isn’t support in Congress for things like conditioning security assistance to Israel or placing new usage restrictions on the type of weapons that we sell to Israel. And so there isn’t a huge amount of leverage in that department. 

But I do think we’re going to see more diplomatic and political-type measures. People remember the controversy that ensued in December 2016 at the United Nations when the Obama administration abstained from a Security Council resolution on Israeli settlements. I think that if some of these measures go ahead, on the Israeli side, there’s a good chance that we will see the United States once again abstain from some measures in the Security Council. At the moment, the Israeli government has been working very hard to get the United States to help with [thwarting] investigations into Israeli activity in the West Bank in the International Criminal Court and the International Court of Justice. I think that those sorts of things become a lot harder if Israel has fundamentally changed the status of the situation in the West Bank. 

There are probably all sorts of trade relationships with the European Union that may be at risk. One big factor here is the other states in the region, the Abraham Accords states. There’s reason to think that they may act as a check on the Israeli government, given the popularity of normalization among Israelis, and given the fact that the UAE was the party that really stepped in and prevented annexation from taking place in the summer of 2020. In a country like Saudi Arabia, where you have a population of between 25 and 30 million, or Iraq or Kuwait, [the far right’s agenda] makes normalizing relations with those countries very, very difficult, if not impossible, and it’s possible that Netanyahu will use that also as a way to try and appeal to some of his coalition partners. 

Another outside partner is Diaspora Jewry. A vocal minority of American Jewry supports the right-wing government, but a majority would support a two-state solution. They connect to Israel with what they see as a shared sense of democracy and liberal values. Does Netanyahu and his coalition partners think at all about them and their concerns? Do those Diaspora Jews have any leverage at all in terms of moderating any of these trends?

The short answer is not really. The parties in a prospective coalition are not ones that historically have cared very much about the relationship with the Diaspora. Haredi parties are not concerned about the erosion of liberal values inside of Israel or the situation in the West Bank for the most part. And parties like Religious Zionism and Otzma Yehudit really don’t care what American Jewry thinks about much of anything. We’ve already seen demands in some of these coalition agreements to amend the Law of Return, where right now, anybody who has one Jewish grandparent is eligible to be an Israeli citizen. These parties have been requesting that it be amended so that you are only eligible if you are halachically Jewish, meaning you have a Jewish mother [or have converted formally].

North American Jewry is a real asset to the State of Israel given its role traditionally in supporting the state economically and politically. And yet over the past decade and a half there have been repeated comments [among Israeli politicians, including Netanyahu’s ambassador to the United States, Ron Dermer] that it’s more important to be making inroads with evangelical Christians than with North American Jews, given the politics of evangelical Christians and given their size.

Many American Jews, particularly from the Reform and Conservative denominations, have already been angry that Israel doesn’t fully recognize the authenticity of non-Orthodox Judaism, and that an agreement to create a permanent egalitarian prayer space at the Western Wall has been repeatedly shelved under pressure from Israel’s religious right.   

We are in for a tough time in terms of Diaspora-Israel relations. You know, it’s not just about the issues that have been on the table over the past few years that have been disappointing to Diaspora Jewry, whether it be the Western Wall arrangement, whether it be recognition of Conservative and Reform Judaism inside of Israel, whether it be things like the Law of Return, which now seems to be under threat. In general, this question of values, which has been a big deal, is going to be even more front and center. Many American Jews have looked at Israel and thought of it as a place that shares liberal values with the United States. To some extent, that’s been historically accurate. But that picture, whether it’s accurate or not, is going to be under incredible strain.

What about within Israel? Are there any countervailing powers that might moderate the far right — professional military leadership, major business leaders, other opinion-makers outside the political process?

Thankfully, there is no history of IDF leadership interfering in the political decisions of elected civilian leaders in Israel. I hope that will continue. The way the security establishment has generally dealt with these sorts of things is by presenting a united front when they speak to the political leadership and give their opinions and advice and warnings about what might happen. They tend to be very savvy at leaking those opinions to the media. I’m certain that that sort of thing will continue. We already saw some discord over the past week between IDF leadership and some of the members of the prospective new coalition over disciplinary measures that were taken against soldiers who were serving in Hebron, one of whom punched a [Palestinian] protester, another who verbally assaulted a protester. And that can be a moderating influence, but I actually do not expect to see the military leadership stepping in any way in preventing something that the government may want to do. 

The biggest check will be Israelis themselves. There was something else interesting that happened [last] week: Avi Maoz, who was the single member of Knesset from Noam, which is one of these three very, very radical right-wing parties, was appointed as a deputy minister in the prime minister’s office, and he was given control over effectively everything in education that is not part of the core curriculum and Israeli schools — like culture and Jewish identity issues. And that led to a revolt from Israeli mayors. You’ve had over 100 mayors of over 100 municipalities signing a letter saying that they are not going to be bound by Maoz’s dictates on curriculum. And this includes right-wing cities. I think that the most effective check is going to be government overreach, which leads to a backlash like this among Israeli citizens and among Israeli politicians who are not members of Knesset. 

We’ve covered a lot of ground. Is there something we haven’t touched upon?

It’s really important that people don’t look at what’s taking place in Israel, throw up their hands and say, “You know, there’s nothing we can do to change this and Israelis are increasingly uninterested in what we think and so we’re going to disengage.” To my mind, the relationship that American Jews have to Israel is too important to just throw up our hands and say it doesn’t matter. 

If we take American Jewish identity seriously, and we take the American Jewish project seriously, we have to think about two things. First, how we build an American Jewish identity that’s uniquely American. But second, how we preserve some sort of relationship with Israel, even when we see things coming from Israel that don’t speak to our Jewish values. We’re living in a time where we have an independent Jewish state with Jewish sovereignty in the Jewish homeland. This is a historical anomaly. If we turn our backs on that, despite all of the difficulties, it really would be a tragedy and catastrophic for American Jewish identity. 

If you don’t like what you see going on in Israel, try to figure out what your relationship with Israel will look like and how to have a productive one. And that doesn’t have to mean supporting everything the Israeli government does. I consider myself you know, somebody who is a strong Zionist, strongly pro-Israel. It’s a place that I love. I agree with almost nothing that I’m going to see from this Israeli government. But I’m still able to have a strong, meaningful relationship with the State of Israel, and I hope that people are able to do the same, irrespective of the day-to-day of Israeli politics.

—
The post An Israel analyst’s best- and worst-case scenarios for the new right-wing government appeared first on Jewish Telegraphic Agency.

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Israelis head to the polls in country’s most consequential election in decades

(JTA) — JERUSALEM – More than 7 million Israelis are eligible to vote Tuesday in an election that many are calling the most consequential in the country’s 78-year history.

It’s the first parliamentary election since Hamas’s Oct. 7, 2023, mass attack and comes amid security concerns that Prime Minister Benjamin Netanyahu on Sunday framed as a fight for “Israel’s existence.”

Yet, political analysts who spoke to the Jewish Telegraphic Agency in recent days said the vote for the 26th Knesset, Israel’s parliament, was more about domestic issues, namely the future character of the country as a democratic and liberal state.

“It’s a referendum about Israeli democracy,” said Udi Sommer, a professor of political science who heads the Barak Leadership Center at Tel Aviv University. “It’s also about Netanyahu’s performance and accountability for the people who were in charge on Oct. 7.”

The question of whether Netanyahu and his coalition of far-right and ultra-Orthodox parties, which were in office when the Hamas attacks occurred, should remain in power or whether it is time for a change appears to be at the heart of the election.

Facing off against Netanyahu’s bloc is an ideologically diverse group of opposition parties led by former army chief Gadi Eisenkot.

“This election is consequential for both sides,” Tani Frank, director of the Shalom Hartman Institute’s Center for Judaism and State Policy, told JTA.

“For Netanyahu, it could be his last major opportunity — not necessarily because he has set a retirement date, but because he may see the remainder of the Trump administration as a final window to secure what he views as long-term strategic gains for Israel, particularly completing the mission in Iran and expanding and consolidating the Abraham Accords,” Frank said.

“For the opposition, the election is framed as an urgent effort to protect Israel’s democracy and international standing, restore effective governance, address the rapidly growing Haredi community, and ensure its fuller integration into Israeli society,” he added.

According to data shared Sunday by the Central Elections Committee, roughly 7.3 million Israelis are eligible to vote in the election. Additionally, there are estimates that tens of thousands of Israeli nationals living abroad have returned to cast their ballots – literally a slip of paper placed inside a blue envelope. Voting is conducted in person, generally at the polling station assigned to the voter’s registered address.

Election Day is a national holiday in Israel, with most workplaces and schools closed. Shops and entertainment venues, however, remain open, with some stores offering Election Day sales, lending the day a celebratory feel.

According to the Central Elections Committee, 12,018 polling stations will be set up across the country, with around 18,000 ballot boxes and 450 million ballot papers printed for the election. The papers bear the letters or acronyms identifying the competing party lists.

Thousands of election workers and volunteers will staff the polling stations, while around 20,000 police officers will be deployed nationwide “to ensure that all eligible voters can safely reach the thousands of polling stations across the country and exercise their right to vote,” police said in a statement on Monday.

The election committee also said approximately 15,000 cameras would be used by election-integrity inspectors to help detect irregularities at polling stations. Police said their cyber units would work to prevent the spread of disinformation online.

These measures come as the country prepares for a closer-than-ever and high-stakes election.

According to the final set of public opinion polls, published Friday, neither of the main political blocs is projected to secure the 61 seats needed for a majority in the 120-member Knesset.

Although Israelis do not vote directly for prime minister, Netanyahu and Eisenkot are the leading contenders to form the next government, though a few other prominent leaders could emerge. The outcome will depend on which party leaders can assemble a parliamentary majority.

Most polls published in the final days of the campaign put Netanyahu’s bloc at around 50 seats, while Eisenkot’s Yashar party and its potential partners appear better positioned but still short of a majority of 61 seats. The two Arab-majority political groupings, the Joint List and Ra’am, are projected to win a combined 14 or 15 seats.

Neither Arab grouping is expected to join a government led by Netanyahu. Some political analysts believe one or both could nevertheless support an opposition-led minority government, although the terms of any such arrangement remain uncertain.

Three other parties are also hovering near the electoral threshold: Amcha Yisrael, the Reservists and the Haredi Public Party. Each must win at least 3.25% of the valid votes to enter the Knesset. If one or more crosses that threshold, it could significantly alter the distribution of seats and the prospects for forming a government.

Frank said the most likely scenario was that neither bloc would win a clear majority.

“A key question, then, is who remains in power if Israel heads to another election. Netanyahu’s aim would be to stay on as prime minister during additional rounds, as happened in 2019–2020,” he said. “The change bloc, meanwhile, would need to increase its numbers enough to replace the government without depending on Arab parties — particularly the Joint List — even if only to enable the transition rather than form a stable long-term coalition.”

This article originally appeared on JTA.org.

The post Israelis head to the polls in country’s most consequential election in decades appeared first on The Forward.

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Polls show a deadlock, but betting markets strongly favor Eisenkot to replace Netanyahu

(JTA) — Traders on the Kalshi and Polymarket prediction markets are betting that former Israel Defense Forces chief of staff Gadi Eisenkot will replace incumbent Benjamin Netanyahu as Israel’s next prime minister following Tuesday’s election.

That assessment comes despite polls released last week showing that neither candidate has a clear path to a governing coalition with a 61-seat majority.

Most polls predict what has been dubbed the “change bloc” led by Eisenkot at 52 to 56 seats, while Netanyahu’s coalition is polling at around 50 seats.

Kalshi traders, however, give Eisenkot a 52% chance of becoming Israel’s next prime minister, followed by Netanyahu at 28% and the former prime minister Naftali Bennett at 10%. On Polymarket, Eisenkot’s chances stand at 58% and Netanyahu’s at 27%, with no other candidate above 15%.

Moran Ofir, a professor at the University of Haifa’s Faculty of Law who has researched prediction markets, explained  the discrepancy, telling the Jewish Telegraphic Agency  that there are two fundamental differences between polling and prediction markets.

Polls measure which party voters intend to support, while prediction markets ask a different question: Who will become prime minister?

Secondly, she said that the methodologies are fundamentally different. While polls rely on samples designed to be representative of the electorate, Polymarket reflects only those who choose to put their money on an election outcome.

Also, Polymarket’s percentages represent implied probabilities of winning, rather than shares of voter support.

At first glance, Ofir said, the fact that Polymarket participants have to put money behind their bets should protect the platform against deliberate misrepresentation, to which polls can be vulnerable.

“The promise of these platforms, like Polymarket, Kalshi or PredictIt, is to aggregate the wisdom of the crowd faithfully,” she said.

But that vision is far from the reality on the ground.

In a study conducted by Ofir, Joshua Mitts, a professor of law at Columbia Law School, and Dan Zimmermann, chief intelligence officer at Betting Intelligence (BETINT), the researchers analyzed 1.2 million transactions. They found that 18% of all the money backing Netanyahu on Polymarket was concentrated in a single account, while just seven accounts held 29% of the money bet against him.

“What we see in our research is that the Israeli election market on Polymarket is not a market driven by the wisdom of the crowd, but one dominated by a very small number of relatively large players putting up very large sums of money,” Ofir said.

She described the election betting market as “fragile and highly susceptible to manipulation,” adding that participants may not be acting to maximize profits, but rather to influence public opinion ahead of the election.

“Perhaps Polymarket was, for years, a platform that reflected the wisdom of the crowd. But powerful actors with vested interests identified it, and today, in the world of elections, it has become a platform where large and powerful players step in to shape public perception,” Ofir said.

Another example identified in the study took place last summer. Two accounts placed bets on Ofer Winter, the leader of the Amcha Yisrael party, which was hovering around 3.25%, Israel’s electoral threshold to qualify for seats in the Knesset. The researchers identified two newly created betting accounts that wagered $3,200 on Winter becoming prime minister. The bets briefly pushed him above Avigdor Lieberman, an established Israeli political figure who heads the Yisrael Beytenu party, in the market’s ranking of candidates’ chances of becoming prime minister.

“Two days after the party’s launch: Ofer Winter overtakes Lieberman,” a major Israeli newspaper declared just hours later. Ofir suspects the bets were intended to create a misleading impression that would help persuade Winter’s supporters that his party could clear the electoral threshold.

Ofir said the researchers interpreted betting patterns by the account that placed large wagers on Netanyahu as evidence of possible access to nonpublic information. Other accounts that wagered substantial sums showed similar patterns related to the war with Iran, she said.

Brazil and Serbia held elections over the weekend. On Polymarket, Serbian President Aleksandar Vučić had a 72% chance of winning. In Brazil, incumbent President Luiz Inácio Lula da Silva had just a 17% chance of victory.

Vučić lost. Lula won.

The post Polls show a deadlock, but betting markets strongly favor Eisenkot to replace Netanyahu appeared first on The Forward.

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‘We need to save our country’: Bay Area Israelis fly home to vote in pivotal election

(JTA) — This article was produced by J.–The Jewish News of Northern California in partnership with the Jewish Telegraphic Agency.

ABOARD EL AL FLIGHT 48 — Ayelet Frank was one of the first people to check in on Sunday, Oct. 25, for a nonstop flight from San Francisco to Tel Aviv. A resident of Redwood City, California since she left Israel in 1984, she is flying back for one reason: to vote in the Oct. 27 election.

It’s the first time in her more than 40 years abroad that she is going back to cast a ballot.

“This election is unique. It’s very different than any other,” she told J. “It’s about Israel’s very existence. This election is between the destruction of the country, or building it up in a positive way.”

A native of Kibbutz Ein Harod in the Jezreel Valley, she is spending only two days in Israel before returning to California. It’s a long way to travel just to vote, but, she said, “It’s that important.”

Frank was one of 271 passengers on El Al flight 48, which landed in Israel less than 24 hours before the polls open. It was the first nonstop flight from San Francisco to Israel since the Oct. 7, 2023 Hamas attack. Many on board were part of what one organizing group estimates is a wave of 67,000 Israelis abroad flying home for an election widely seen as a referendum on Prime Minister Benjamin Netanyahu. In a tight race, the Israel Democracy Institute said, that many voters could swing nearly two Knesset seats.

Those travelers are spending thousands of dollars for the chance to cast their ballots in what many are calling the most consequential election in Israel’s history.

The mood in the boarding area at the San Francisco International Airport was buoyant. Lots of people seemed to know one another and were running up to hug friends and chat excitedly. There were families with children and plenty of babies in strollers and carriers. There were a smattering of black kippahs as well as one Hasidic family. There were also Israeli residents returning home from vacation in the Bay Area. But judging from the conversations as well as from people interviewed by J., most passengers were Israeli expats flying back to vote.

Capitola resident Udi Pardo left Israel in 1983, a year before Frank. Most of his family still lives in Israel and he visits twice a year. But for him, this was his first time flying home for an election.

“I never tried to go and vote before because I don’t live there,” he said. “But now it’s a national emergency. I can’t not go.”

“Israel is on the verge of an abyss,” he continued, saying that he has not yet decided between Gadi Eisenkot’s Yashar and Naftali Bennett’s B’Yachad — both center-right parties opposed to Netanyahu’s government. “We need to bring back sanity to Israel and to Israeli politics and reestablish liberal democracy because it’s about to disappear.”

The Oct. 27 election is the first since the Hamas attack and the war that followed. The stakes are so high, pundits say, that Israelis living abroad are flying home to vote in what appear to be unprecedented numbers. Israel does not allow absentee voting, except for diplomats and other state employees posted abroad, so expats who want to cast a ballot must do so in person.

The 67,000 estimate comes from Fly & Vote, a project of the U.S.-based America Israel Democracy Coalition to help expats navigate the logistics of participating in the election. The group cautioned that the figure is based on a voluntary August survey and its own registration data, not a count of arrivals. No comparable data exists for previous elections.

Israel’s Likud-led government has tried to impede Fly & Vote’s efforts with legal action, which was blocked in October by Israel’s Supreme Court. The government reportedly also considered closing or slowing down traffic at Ben Gurion International Airport in the days before the election. Analysts say this is because Netanyahu and his allies believe that many, if not most, of those responding to Fly & Vote’s initiative will vote against the current government.

Indeed, that seemed to be true of most of the expats on this El Al flight from San Francisco. Every person interviewed spoke about the “need for change” in Israel’s government, and those who declared their support for candidates mentioned either Eisenkot or leaders of other anti-Netanyahu parties. The Silicon Valley-based Israeli expat group UnXeptable, which emerged to protest Netanyahu’s judicial overhaul and has become a major anti-Netanyahu voice globally, had a large presence on the flight, with about a dozen key members sporting light blue T-shirts emblazoned with the date of the election and the Hebrew words for “Flight for Change.”

They were handing out shirts to any other passengers who would take them, some of whom put them on right away. Local TV stations showed up for an UnXeptable press conference held at the check-in counter.

Roni Bar-Niv of Sunnyvale is one of several people interviewed who is spending just a few days in Israel, in her case enough time to vote, turn around and fly back to the Hebrew-language school she runs near her Silicon Valley home.

In the 26 years since she left Givatayim, a suburb of Tel Aviv, Bar-Niv said, she visits Israel four or five times a year but she, too, has never flown back to vote until now.

“I thought I didn’t need to vote because I don’t live there,” she said. But everything changed, she added, after Oct. 7. “If we pay taxes — we have an apartment there — and if we send money for the war effort, and if we have children there — my daughter made aliyah five years ago — we need to go and vote,” she said. “The direction our country is going is very bad, for Israelis living there and for us also.”

Berkeley resident Rivka Amado left Jerusalem 22 years ago. A retired ethics professor and Ladino singer, she said it’s the duty of Israeli expats to show up.

“This election is critical, and it’s important for every Israeli to vote, whether you live here or there,” she said.

The surge in emigration since Oct. 7 has also swelled the pool of Israelis abroad. Some 82,800 Israelis left the country in 2024, according to Israel’s Central Bureau of Statistics, up from 55,000 in 2023. More than 69,000 left in 2025, the Times of Israel reported, the second straight year that emigration outpaced immigration.

Gilad Kariv, an opposition lawmaker from the Democrats party who chairs the Knesset’s Diaspora Affairs Committee, has warned of a “tsunami of emigration,” according to the Jerusalem Post. He has called it a “strategic threat to the future of Israel” tied to the government’s conduct.

J Street regional director Shimrit Braun Kamin (left) hugs Galit Lipsitz Goldental near the El Al counter at San Francisco International Airport, Oct. 25, 2026. (Aaron Levy-Wolins/J. Staff/Report for America)

Experts point to the war in Gaza and opposition to Netanyahu’s judicial overhaul as driving forces, suggesting that many recent emigrants are critical of the government.

Thirty-seven parties are on the Oct. 27 ballot, but only about a dozen are expected to clear the 3.25% electoral threshold needed to win Knesset seats. With Netanyahu’s Likud party polling neck-and-neck with his main opponent, Eisenkot’s Yashar party — the final pre-election polls show Yashar winning 22 to 23 seats to Likud’s 19 to 21 — every seat matters.

Neither party is projected to win a clear majority, meaning either one will have to negotiate intensely to form a governing coalition.

That’s why these expats have ponied up the dough, packed their bags and jumped on planes.

Eyal, a tech designer in his 40s who has been living in Mountain View since 2004, declined to give his last name because of his former job in the Israeli military. This, too, is his first trip home to vote.

In general, he said that he agrees with Israelis who believe expats should not have a voice in elections that no longer affect them personally.

“But in this particular election, I think a lot of Israelis want us to come and vote,” he said. “I know my parents do.”

Shlomi from Sunnyvale, who left Israel more than 15 years ago and also declined to give his last name, is worried that if there is not a new government, Israel’s brain drain will accelerate.

“We are in the final moments,” he said, likening Israel’s political situation to a soccer game. “If the government doesn’t change, I think a lot of good people who contribute to the future of the country will leave Israel.”

Shlomi is also worried that Israel will lose its partnership with the United States.

“It’s not about right or left,” he said, declining to say how he’ll vote. “It’s about dignity, about taking responsibility, about leaders that actually make decisions for the people rather than their personal benefit.”

Iddo Tal, a Jerusalem native, has lived in Palo Alto for 15 years, where he is a tech entrepreneur and teaches fundraising to startup founders around the world. He has launched “five start-ups and two kids,” he said, joking that “the kids have been a huge success.”

Unlike most of those interviewed, he has traveled back to vote before. He made the trip to visit his parents but timed it around an election.

“They always say every election is historic, and they’re always right,” he said.

Tal believes expats should vote, saying it keeps Israelis at home and abroad closely connected. “There’s something very exciting about making the Israeli diaspora part of Israel [proper], by coming back to fight, to raise money, to vote,” Tal said.

Hadar Aviram teaches law at UC Law San Francisco while studying to become a rabbi through Hebrew Union College. Born in Israel, she grew up “all over the world” and landed in San Francisco in 2001 for grad school. She wore one of the blue UnXeptable shirts and has joined some of the group’s protests.

“Let’s start with taking accountability for the Oct. 7 massacre and the ensuing war,” she said. “And long before that, we were all hostages to this hateful, bigoted, corrupt government.… I’m flying to release us from him, and him from us.”

She bristles at people who don’t understand why Israelis like her feel so strongly about this election.

“If some of those ignorant folks ask what Zionism is, I invite them to look around at all the people here who have packed their bags and emptied their savings accounts because they want to save their country,” she said, waving at the crowded boarding area. “When you love something very, very, very much, you are willing to go to great lengths to save it.”

The post ‘We need to save our country’: Bay Area Israelis fly home to vote in pivotal election appeared first on The Forward.

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