

The Republican rout in the U.S. midterm elections may have consequences far beyond America’s shores. The most immediate impact could be in Israel, where the struggle to translate Benjamin Netanyahu’s electoral defeat into a change of government is entering its decisive stage.
In the week that has passed since the Israeli election, there was much anticipation that Trump might intervene to rescue his longtime ally. He endorsed Netanyahu, suggested that Israel’s security depended on his continued leadership, and hinted that renewed war with Iran depended on his victory (seeming to believe, perhaps falsely, that Israelis yearn for this). There was speculation that he might pressure opposition leaders into joining a unity government headed by Netanyahu, reversing the political meaning of Israel’s election
Now the American electorate may have changed the equation.
The Democrats’ sweeping gains, which enabled them to seize decisive control of both houses of Congress, represent a substantial repudiation of Trump’s administration. The president retains enormous authority over foreign policy and national security – but in January he faces a hostile Congress, increased scrutiny of his decisions and a political environment even less hospitable to another Middle Eastern military adventure.
There is a counterintuitive possibility, of course: Trump might conclude that the period before the new Congress takes office offers a final opportunity to strike Iran. A weakened president is not necessarily a restrained president, and yet another unpopular war, especially one suspected of serving Netanyahu’s political interests, could deepen the backlash against Trump at home as Republicans are already looking fearfully at 2028.
It’s reasonable to think that many of them would not want to be associated with a strong-arming of Israel’s opposition in order to rescue Netanyahu, who is, fairly or unfairly, scarcely less toxic in the United States these days than Vladimir Putin.
The larger point: Trump’s political leverage has diminished. His presidency has an expiration date, and the American political system is already beginning to look beyond him. This will offer headwinds to those Israeli politicians who argue that a government that could serve for years should be cautious about treating the preferences of a politically weakened American president as decisive.
That is an especially potent thought on Wednesday, as Israeli President Isaac Herzog begins consultations with Israel’s newly elected parliamentary factions.
Israel’s election produced a clear numerical result: Netanyahu’s bloc won 53 seats in the 120-member Knesset, while parties opposed to his continued rule secured 67. The opposition has a parliamentary majority, although it is struggling to form a governing coalition.
Under Israel’s system, the president consults representatives of the elected parties, who recommend a candidate to form the government. Herzog must then decide which lawmaker has the best prospect of assembling one. The recommendations are politically important but not legally binding, and the president is not required to select whoever receives the most endorsements, though this is the tradition.
If former IDF chief Gadi Eisenkot receives recommendations representing 67 seats, that would establish the breadth of parliamentary opposition to Netanyahu. Eisenkot would likely be tapped, and then he would face the central difficulty: what to do about Israel’s Arab parties.
Of the 67 seats held by Netanyahu’s opponents, 19 belong to Arab parties, whose electoral success reflected a remarkable increase in Arab turnout – which at around 85 percent exceeded that of Israel’s Jews. Several Jewish opposition leaders promised during the campaign not to rely on those parties to establish a government.
Eisenkot himself has said that he would demand any coalition partners agree that Hamas should be removed as a military and governing body in Gaza, which the Arab parties have not yet done. Polls show that a majority of opposition voters favor finding a way to form a government, even if it’s dependent on the Arab parties.
Indeed, many are arguing that this is a test of Israel’s democracy, and that for the opposition to stick to its refusal to rely on the Arab parties would strengthen enemies of Israel who argue that it is not a true democracy.
Here, too, the American midterms offer an intriguing counterpoint.
According to a voting breakdown in The New York Times, Republicans received 51 percent of the white vote, compared with 48 percent for Democrats. Would anyone seriously argue that the Democratic congressional victory is illegitimate because it depended partly on Black, Hispanic and Asian voters? Should Republicans retain the House speakership because they performed better among white Americans?
Of course not. Yet Israel faces an argument with a disturbingly similar implication.
If a parliamentary majority cannot govern because some of its members are considered unacceptable on ethnic or national grounds, the damage to Israel’s democratic reputation could be immense.
Under Israeli parliamentary rules, a government can win confidence through a majority of those participating in the vote. Abstentions or outside support from Arab lawmakers could therefore make a minority government possible.
With 48 seats for the non-Arab opposition parties, all Eisenkot would need would be the more moderate of the Arab parties, Ra’am, which has eight seats, to show support. The new coalition’s 56 seats could outvote Netanyahu’s 53 to win Knesset confirmation, even with the 11-seat Joint Arab List abstaining. That means Eisenkot does not necessarily require 61 affirmative votes to take office.
The obstacle is Avigdor Lieberman, head of the seven-seat Yisrael Beitenu party. A nationalist West Bank settler, he has fallen out with both Netanyahu and his ultra-Orthodox allies, and has been counted as part of the opposition. This week he reiterated his vow not to support a government dependent on Arab parties. But he also ruled out rejoining with Netanyahu, and described a repeat election as the worst option.
So while the outcome is clear now in the United States, in Israel the guessing game continues.