'ETHNOCRACY':
THE POLITICS OF JUDAIZING
ISRAEL/PALESTINE
Published in
“Consetellations”, 1999, Vol. 6: 364-391
ABSTRACT
The paper pursues two main goals: theoretically, it
describes and explains a regime type classified as 'ethnocracy'; empirically, it
accounts for the making of an ethnocratic state in Israel. Ethnocratic regimes are found in states
which maintain a relatively open government, yet facilitate a non-democratic
seizure of the country by one ethnic group. In ethnocratic regimes, ethnicity,
and not citizenship is the main key to the distribution of power and resources.
It differs from democratic regimes by the absence of equal citizenship, clear
borders, or protection of minorities. Ethnocracies emerge from the fusion of
three main forces: colonialism, ethnonationalism, and the 'ethnic logic' of
capital, and are characterized by structural stratification and segregation
among ethno-classes. Such regimes can be found in Estonia, Sri Lanka and
Malaysia.
The case of Israel well illustrates the making of
an ethnocratic regime. It has evolved around the central Zionist (and
uni-ethnic) project of Judaising Israel/Palestine. This strategy was
implemented by land, settlement, immigration and military policies, and created
a stratified and segregated political geography. The 'momentum' of the
Judaization project led to the rupturing of the state's borders, to the
continuing involvement of world Jewry in the governing of the state, and to the
subsequent undermining of equal citizenship, popular sovereignty and democratic
rule. Most notably, the
Judaization project has caused the pervasive dispossession of
Palestinian-Arabs, but it has also reshaped relations between Jewish ethno-classes, mainly along the
Ashkenazi-Mizrahi and orthodox-secular cleavages.
‘Ethnocracy’: The Politics of Judaizing Israel/Palestine
Oren
Yiftachel[1]
During Israel’s fiftieth year of independence (1997-98), the country’s
High Court of Justice was grappling with an appeal known as the Katzir case. It
was lodged by an Arab citizen who was prevented from leasing state land in the
village of Katzir on grounds of not being a Jew.[2] The court has
so far deferred decision on the case. Its President, Judge Aharon Barak, known
widely as a champion of civil rights, noted that this case has been among the
most strenuous in his legal career.
The fact that in Israel’s fiftieth year, the
state’s highest legal authority still finds it difficult to protect a basic
civil right such as equal access to state land provides a telling starting point
for pursuing the goals of this paper. In the pages below I wish to offer a new
conceptual prism through which the formation of Israel’s regime and its ethnic
relations can be explained. A theoretical and empirical examination of the
Israeli regime leads me to argue that it should be classified as an
“ethnocracy.”
The paper begins with a theoretical account of
ethnocratic regimes, which are neither authoritarian nor democratic. Such
regimes are states which maintain a relatively open government, yet facilitate
a non-democratic seizure of the country and polity by one ethnic group. A key
conceptual distinction is elaborated in the paper between ethnocratic and
democratic regimes. Ethnocracies, despite exhibiting several democratic
features, lack a democratic structure. As such, they tend to breach key
democratic tenets, such as equal citizenship, the existence of a territorial
political community (the demos), universal suffrage, and protection
against the tyranny of the majority.
Following the theoretical discussion, the paper
traces the making of the Israeli ethnocracy, focussing on the major Zionist
project of Judaizing Israel/Palestine. The predominance of the
Judaization project has spawned an institutional and political structure which
undermines the common perception that Israel is both Jewish and democratic.[3] The
Judaization process is also a major axis along which relations between various
Jewish and Arab ethno-classes can be explained. The empirical sections of the
paper elaborate on the consequences of the ethnocratic Judaization project on
three major Israeli societal cleavages: Arab-Jewish, Ashkenazi-Mizrahi,
and secular-orthodox.[4]
The analysis below places particular emphasis on
Israel’s political geography. This perspective draws attention to the material
context of geographical change, holding that discourse and space constitute one
another in a ceaseless process of social construction.[5] The critical
political-geographical perspective problematizes issues often taken for granted
among analysts of Israel, such as settlement, segregation, borders, and
sovereignty. As such it aims to complement other critical analyses of Israeli
society.
Theorizing Ethnocracy
The theorization of ethnocracy draws on the main political and
historical forces that have shaped the politics and territory of this regime.
It focuses on three major political-historical processes: (a) the formation of
a (colonial) settler society; (b) the mobilizing power of ethno-nationalism;
and (c) the “ethnic logic” of capital. The fusion of the three key forces in
Israel/Palestine has resulted in the establishment of the Israeli ethnocracy
and determined its specific features. But the formation of ethnocracy is not
unique to Israel. It is found in other settings where one ethno-nation attempts
to extend or preserve its disproportional control over contested territories
and rival nation(s). This political system also typically results in the
creation of stratified ethno-classes within each nation. Other notable cases
include Malaysia, Sri Lanka, Estonia, Latvia, Northern Ireland (pre-1972), and
Serbia. Let us turn now in brief to the three structural forces identified
above.
A Settler Society. Settler societies, such as the Jewish community
in Israel/Palestine, pursue a deliberate strategy of ethnic migration and
settlement which aims to alter the country’s ethnic structure. Colonial settler
societies have traditionally facilitated European migration into other
continents, and legitimized the exploitation of indigenous land, labor, and natural
resources. Other settler societies, mainly non-European, create internal
migration and resettlement in order to change the demographic balance of
specific regions. In all types of settler societies a “frontier culture”
develops, glorifying and augmenting the settlement and expanding the control of
the dominant group into neighboring regions.[6]
One common type of colonial-settler society has
been described as the “pure settlement colony,” which has been shown to be most
appropriate to the Israeli-Zionist case.[7] Further
studies have shown that “pure” settler societies are generally marked by a
broad stratification into three main ethno-classes: (a) a founding charter
group, such as Protestant-Anglos in North America and Australia; (b) a group of
later migrants, such as southern Europeans in North America; and (c)
dispossessed indigenous groups, such as the Aborigines in Australia, Maoris in
New Zealand, Amerindians in North America, and Palestinians in
Israel/Palestine.[8] The charter
group establishes the state in its “own vision,” institutionalizes its
dominance, and creates a system which segregates it from the other
ethno-classes. But the pattern of control and segregation is not even, as
immigrants are gradually assimilated into the charter group in a process
described by Soysal as “uneven incorporation.”[9] Such a system
generally reproduces the dominance of the charter group for generations to
come.
The establishment of “pure” settler societies
highlights the political and economic importance of extra-territorial ethnic
links which are crucial for the success of most colonial projects. The links
typically connect the settler society to a co-ethnic metropolitan state or to
supportive ethnic diasporas. As elaborated below, extra-territorial ethnic
links are a defining characteristic of ethnocracies. These regimes rely heavily
on support and immigration from external ethnic sources as a key mechanism in
maintaining their dominance over minority groups.
Ethno-nationalism. Ethno-nationalism, as a set of ideas and
practices, constitutes one of the most powerful forces to have shaped the
world’s political geography in general, and that of Israel/Palestine in
particular. Ethno-nationalism is a political movement which struggles to
achieve or preserve ethnic statehood. It fuses two principles of political
order: the post-Westphalian division of the world into sovereign states, and
the principle of ethnic self-determination.[10] The combined
application of these two political principles created the nation-state as the
main pillar of today’s world political order. Although the nation-state concept
is rarely matched by political reality (as nations and states rarely overlap),
it has become a dominant global model due to a dual moral bases: popular
sovereignty (after centuries of despotic and/or religious regimes) and ethnic
self-determination.
The principle of self-determination is central for
our purposes here. In its simplest form, as enshrined in the 1945 United
Nations Charter, it states that “every people has the right for
self-determination.” This principle has formed the political and moral
foundation for the establishment of popular sovereignty and democratic
government. Yet most international declarations, including the United Nations
Charter, leave vague the definition of a “people” and the meaning of
“self-determination,” although in contemporary political culture it is commonly
accepted as independence in the group’s “own” homeland state. Once such a state
is created, the principle is reified, and issues such as territory and national
survival become inseparable from ethno-national history and culture. This
possesses powerful implications to other facets of social life, most notably
male dominance, militarism and the strategic role of ethnic-religions, although
a full discussion of these important topics must await another paper.
The dominance of the ethno-national concept
generates forms of ethnic territoriality which view control over state
territory and its defense as central to the survival of the group in question,
often based on selective and highly strategic historical, cultural, or
religious interpretations. As I argue below, the application of this principle
has been a major bone of contention in the struggle between Jews and
Palestinians and in the formation of the Israeli ethnocracy, which attempted to
Judaize the land in the name of Jewish self-determination.
The global dominance of ethno-nationalism and the
nation-state order has prompted Billig to consider national identities as
“banal.”[11] But despite
its dominance, the political-geography of nation-states is far from stable, as
a pervasive nation-building discourse and material reality continuously remolds
the collective identity of homeland ethnic minorities. Such minorities often
develop a national consciousness of their own that destabilizes political
structures with campaigns for autonomy, regionalism, or sovereignty.[12]
The Ethnic Logic of Capital. A third structural force to shape the political
geography of Israel/Palestine and the nature of its regime has been associated
with the onset of capitalism, and its ethnic and social consequences. Here the
settings of a settler society and ethno-nationalism combine to create a
specific logic of capital flow, development, and class formation on two main levels.
First, labor-markets and development are ethnically segmented, thereby creating
an ethno-class structure which tends to accord with the
charter-immigrant-indigenous hierarchy noted above. Typically, the founding
charter group occupies privileged niches within the labor market, while
migrants are marginalized, at least initially, from the centers of economic
power, and thus occupy the working and petit bourgeois classes. Indigenous
people are typically excluded from access to capital or mobility within the
labor market, and thus virtually “trapped” as an underclass.[13]
Second, the accelerating globalization of markets
and capital have weakened the state’s economic power. This has been accompanied
by the adoption of neoliberal policies and the subsequent deregulation of
economic activities and privatization of many state functions. Generally, these
forces have widened the socioeconomic gaps between the charter, immigrant, and
indigenous ethno-classes. Yet in the setting of militant ethno-nationalism, as prevalent
in Israel/Palestine, the globalization of capital, and the associated
establishment of supra-national trade organizations, may also subdue
ethno-nationalism and expansionism, previously fuelled by territorial ethnic
rivalries. Particularly significant in this process is the globalization of the
leading classes among the dominant ethno-nation, which increasingly search for
opportunities and mobility within a more open and accessible regional and
global economy. A conspicuous tension between the global and the local thus
surfaces, with a potential to intensify intra-national tensions, but at the
same time also to ease inter-national conflicts, as has recently been
illustrated in South Africa, Spain, and Northern Ireland.[14]
Ethnocracy
The fusion of the three forces – settler society, ethno-nationalism, and
the ethnic logic of capital – creates a regime-type I have called “ethnocracy”.[15] An ethnocracy
is a non-democratic regime which attempts to extend or preserve disproportional
ethnic control over a contested multi-ethnic territory. Ethnocracy develops
chiefly when control over territory is challenged, and when a dominant group is
powerful enough to determine unilaterally the nature of the state. Ethnocracy
is thus an unstable regime, with opposite forces of expansionism and resistance
in constant conflict.[16] An
ethnocratic regime is characterized by several key principles:
(a) Despite several
democratic features, ethnicity (and not territorial citizenship) determines the
allocation of rights and privileges; a constant democratic-ethnocratic tension
characterizes politics.
(b) State borders and
political boundaries are fuzzy: there is no identifiable demos, mainly
due to the role of ethnic diasporas inside the polity and the inferior position
of ethnic minorities.
(c) A dominant “charter”
ethnic group appropriates the state apparatus, determines most public policies,
and segregates itself from other groups.
(d) Political, residential,
and economic segregation and stratification occur on two main levels: ethno-nations
and ethno-classes.
(e) The constitutive logic
of ethno-national segregation is diffused, enhancing a process of political
ethnicization among sub-groups within each ethno-nation.
(f) Significant (though partial) civil
and political rights are extended to members of the minority ethno-nation,
distinguishing ethnocracies from Herrenvolk democracies or authoritarian
regimes.
Ethnocratic regimes are usually supported by a
cultural and ideological apparatus which legitimizes and reinforces the uneven
reality. This is achieved by constructing a historical narrative which
proclaims the dominant ethno-nation as the rightful owner of the territory in
question. Such narrative degrades all other contenders as historically not
entitled, or culturally unworthy, to control the land or achieve political
equality.
A further legitimizing apparatus is the maintenance
of selective openness. Internally, the introduction of democratic
institutions is common, especially in settling societies, as it adds legitimacy
to the entire settling project, to the leadership of the charter ethno-class,
and to the incorporation of groups of later immigrants. But these democratic
institutions commonly exclude indigenous or rival minorities. This is achieved
either formally, as was the case in Australia until 1967, or more subtly, by
leaving such groups outside decision-making circles, as is the case in Sri
Lanka.[17] Externally,
selective openness is established as a principle of foreign relations and
membership in international organizations. This has become particularly
important with the increasing opening of the world economy and the
establishment of supranational organizations, such as the EU and NAFTA.
Membership in such organizations often requires at least the appearance of open
regimes, and most ethnocracies comply with this requirement.
Given these powerful legitimizing forces,
ethnocratic projects usually enjoy a hegemonic status which originates among
the charter group and is successfully diffused among the populace. The hegemonic
moment, as convincingly formulated by Gramsci, is marked by a distorted but
widely accepted fusion of a given set of principles and practices. It is an
order in which a certain social structure is dominant, with its own concept of
reality determining most tastes, morality, customs, and political principles.
Given the economic, political, and cultural power of the elites, a hegemonic
order is likely to be reproduced unless severe contradictions with “stubborn
realities” generate counter-hegemonic mobilizations.[18]
Ethnocracy in the Making: The
Judaization of Israel/Palestine
The analysis of the Israeli regime in this paper
covers the entire territory and population under Israeli rule. Prior to 1967,
then, it is limited to the area within the Green Line (the 1949 armistice
lines), but after that date it covers all of Israel/Palestine, or what
Kimmerling has called the “Israeli control system” (Figure 1).[19] While the occupied territories are often treated in studies of Israel
as an external and temporary aberration, they are considered here as an
integral part of the Israeli regime, simply because Israel governs these areas.
This appears to be the situation even following the 1993 Oslo agreement,
because the areas under limited Palestinian self-rule are still under overall
Jewish control.[20] The appropriate political-geographical framework for the analysis of
Israel/Palestine since 1967 is thus: one ethnocracy, two ethno-nations,
and several Jewish and Palestinian ethno-classes.
Jews account for
about 80% of Israel’s 5.9 million citizens and Palestinian-Arabs about 17% (the
rest being non-Jewish and non-Arab). An additional 2.7 million Palestinians
reside in the occupied territories of the West Bank and Gaza Strip. Hence, the
population of the entire contested “Land of Israel” (Palestine) is roughly 55% Jewish and 43%
Palestinian-Arab.[21]
Ethnic and religious
division is also marked within each national community. About 41% of Jews are Ashkenazi
and about 43% Mizrahi. The rest are mainly recent Russian-speaking immigrants,
mostly of European origin, who form a distinct ethno-cultural group, at least
in the short-term. Of the Palestinian-Arabs in Israel, 77% are Muslims (a fifth
of whom are Bedouin), 13% are Christian, and 10% Druze. In the occupied
territories, 95% are Muslim and 4% Christian. In both the Jewish and Muslim
communities, a major cultural division has also developed between orthodox and
secular groups. About 20% of Jews are orthodox, as are about 30% of Muslims on
both sides of the Green Line.[22]
Zionism has been a
settler movement, and Israel a settler state, whose territory was previously
inhabited by Palestinian-Arabs. Despite notable differences with other colonial
movements, the actual process of European settlement classifies Zionism (both
before and after 1948) as a “pure” colonial settler movement.[23] After independence and following the mass entry of Jewish refugees and
migrants, conspicuous social stratification emerged. In broad terms, the Ashkenazim
have constituted the charter group and have occupied the upper echelons of
society in most spheres, including politics, the military, the labor market,
and culture. The Mizrahim have been the main group of later immigrants,
recently accompanied by a group of Russian-speakers and a small group of Ethiopean
Jews. These groups are placed in a middle position, lagging behind the
Ashkenazim, but above the indigenous Palestinian-Arabs. Strikingly, and despite
an official ideology of integration and equality towards the Mizrahim, a
persistent socioeconomic gap has remained between them and the Ashkenazi group.[24]
As is typical in
settler societies, Israel’s indigenous Arab minority has occupied from the
outset the lowest strata in most spheres of Israeli life, and has been
virtually excluded from the political, cultural, and economic centers of
society. Following the conquest of the occupied territories in 1967, their
Palestinian residents became partially incorporated into Israeli economy,
mainly as day-laborers, but were denied political and civil rights.[25]
A Jewish State
Israel was announced a “Jewish state” upon
declaring its independence 1948. In some ways, the declaration of Independence
was quite liberal, promising non-Jews “full and equal citizenship” and banning
discrimination on grounds of religion, ethnic origin, gender, or creed. The
central political institutions of the new state were established as democratic,
including a representative parliament (the Knesset), periodic elections, an
independent judiciary, and relatively free media.
During the following
years, however, a series of incremental laws enshrined the ethnic and partially
religious Jewish character of the state (rather than its Israeli
character, as accepted international standards of self-determination would
require). Chief among these have been the state’s immigration statutes (Laws of
Return and Citizenship), which made every Jew in the world a potential citizen,
while denying this possibility to many Palestinians born in the country. Other
laws further anchored the Jewish character of the state not only in the
symbolic realm, but also as a concrete and deepening reality covering
areas such as citizenship, education, communication, and land ownership. As the
Israeli High Court declared in 1964, in what became known as the Yerdor case,
“the Jewishness of Israel is a constitutional given.”[26] In 1985, revisions made to the Basic Law on the Knesset added that no
party would be allowed to run if it rejected Israel’s definition as a state of
the Jewish people.[27] The combination of these laws created a structure nearly immune against
democratic attempts to change its Zionist character.
During the early
1990s two Knesset basic laws defined the state as “Jewish and democratic,”
thereby further enshrining the state’s Jewish character, but also coupling it
with a democratic commitment. As argued below, this coupling is problematic not
as an abstract principle, but against the on-going reality of Judaization,
which has unilaterally restructured the nature of the state through immigration
and land policies. This transformation was supported by the uni-ethnic arms of
the state, including army, police, courts, economic institutions, development
agencies, and most decision-making forums.
Hence, a main
obstacle to Israeli democracy does not necessarily lie in the declaration of
Israel as “Jewish,” which may be akin to the legal status of Finland as a
“Lutheran state” or England as “Anglican.” The main problem lies in the mirror
processes of Judaization and de-Arabization (that is, the dispossession
of Palestinian-Arabs) facilitated and legitimized by the declaration of Israel
as “Jewish,” and by the ethnocratic legal and political structures resulting
from this declaration.[28] Let us turn now to some detail and explore the dynamic political
geography behind the establishment of the Israeli ethnocracy.
Judaizing the
Homeland
Following independence, Israel entered a radical
stage of territorial restructuring. Some policies and initiatives were an
extension of earlier Jewish approaches, but the tactics, strategies, and
ethnocentric cultural construction of the pre-1948 Jewish Yeshuv
(community) were significantly intensified. This was enabled with the aid of
the newly acquired state apparatus, armed forces, and the international
legitimacy attached to national sovereignty.
The territorial restructuring of the land has
centered around a combined and expansionist Judaization and de-Arabization
program adopted by the nascent Israeli state. This began with the flight and
expulsion of approximately 750,000 Palestinians during the 1948 war. Israel
prevented the return of the refugees to their villages, which were rapidly
demolished.[29] The
authorities were quick to fill the “gaps” created by this involuntary exodus
with Jewish settlements inhabited by migrants and refugees who entered the
country en masse during the late 1940s and early 1950s.
The Judaization program was premised on a hegemonic
myth cultivated since the rise of Zionism, namely that “the land” (Haaretz)
belongs to the Jewish people, and only to the Jewish people. An exclusive form
of settling ethno-nationalism developed in order quickly to “indigenize”
immigrant Jews, and to conceal, trivialize, or marginalize the Palestinian
past.
The “frontier” became a central icon, and its
settlement was considered one of the highest achievements of any Zionist. The
frontier kibbutzim (collective rural villages) provided a model, and the
reviving Hebrew language was filled with positive images such as aliya
lakaraka (literally “ascent to the land,” i.e.. settlement), ge’ulat karka
(land redemption), hityashvut, hitnahalut (positive biblical terms for
Jewish settlement), kibbush hashmama (conquest of the desert), and hagshama
(literally “fulfillment” but denoting the settling of the frontier). The
glorification of the frontier thus assisted both in the construction of
national-Jewish identity, and in capturing physical space on which this
identity could be territorially constructed.
Such sentiments were translated into a pervasive
program of Jewish-Zionist territorial socialization, expressed in school
curricula, literature, political speech, popular music, and other spheres of
public discourse. Settlement thus continued to be a cornerstone of Zionist
nation-building, even after the establishment of a sovereign Jewish state. To be
sure, the “return” of Jews to their ancestors’ mythical land, and the
perception of this land as a safe haven after generations of persecution had a
powerful liberating meaning. Yet the darker sides of this project were nearly
totally absent from the construction of an unproblematic “return” of Jews to
their biblical promised land. Very few dissenting voices were heard against
these Judaizing discourses, policies, or practices. If such dissent did emerge,
the national-Jewish elites found effective ways to marginalize, co-opt, or gag
most challengers.[30]
Therefore, 1948 should be regarded as a major
political turning point, not only due to the establishment of a state
pronouncing a democratic regime, but also as the beginning of a
state-orchestrated, and essentially non-democratic Judaization project. Two
parallel processes have thus developed on the same land: the visible
establishment of democratic institutions and procedures, and a more concealed,
yet systematic and coercive, seizure of the territory by the dominant ethnic
group. The contradiction between the two processes casts doubt on the pervasive
classification of Israel in the academic literature as a democracy, a point to
which we return later.
The perception of the land as only Jewish was
premised on a distorted national discourse of a “forced exile” and subsequent
“return.”[31] A parallel
discourse developed in reaction to the Arab-Jewish conflict (and Arab
rejectionism), elevating the exigencies of national security onto a level of
unquestioned gospel. These discourses blinded most Jews to a range of
discriminatory policies imposed against the state’s Palestinian citizens,
including the imposition of military rule, lack of economic or social
development, political surveillance and under-representation, and – most
important for this essay – large-scale confiscation of Palestinian land.[32]
Prior to 1948, only about 7-8 percent of the
country was in Jewish hands, and about 10 percent was vested with the
representative of the British Mandate. The Israeli state, however, quickly
expanded its land holdings, and it currently owns or controls 93 percent of the
area within the Green Line. The lion’s share of this land transfer was based on
expropriation of Palestinian refugee property, but about two-thirds of the land
belonging to Palestinians who remained as Israeli citizens were also
expropriated. At present, Palestinian-Arabs, who constitute around 17 percent
of Israel’s population, own only around three percent of its land, while their
local government areas cover 2.5 percent of the country (Figure 1).
A central aspect of land transfer was its legal unidirectionality.
Israel created an institutional and legal land system under which confiscated
land could not be sold. Further, such land did not merely become state land,
but a joint possession of the state and the entire Jewish people. This was
achieved by granting extraterritorial organizations, such as the Jewish
National Fund, the Jewish Agency, and the Zionist Federation, a share of the
state’s sovereign powers and significant authority in the areas of land,
development, and settlement. The transfer of land to the hands of unaccountable
bodies representing the “Jewish people” can be likened to a ‘black hole’, into
which Arab land enters but can never be retrieved. This structure ensures the
unidirectional character of all land transfers: from Palestinians to Jewish
hands, and never vice versa. A stark expression of this legal and institutional
setting is that Israel’s Arab citizens are currently prevented from purchasing,
leasing, or using land in around 80 percent of the country.[33] It can be
reasonably assumed that the constitutions of most democratic countries would
make such a blatant breach of equal civil rights illegal. But Israel’s
character as a Judaizing state has so far prevented the enactment of a
constitution which would guarantee such rights.
During the 1950s and 1960s, and following the
transfer of land to the state, over 600 Jewish settlements were constructed in
all parts of the land. This created the infrastructure for the housing of
Jewish refugees and immigrants who continue to pour into the country. The
upshot was the penetration of Jews into most Arab areas, the encirclement of
most Arab villages by exclusively Jewish settlements (where non-Jews are not
permitted to purchase housing), and the virtual ghettoization of the
Arab minority (Figure 1).
Settlement and Intra-Jewish
Segregation
Let us turn now to the issue of ethno-classes. Beyond the obvious
consequences of the Jewish settlement project on the ethno-national level, it
also caused processes of segregation and stratification between Jewish
ethno-classes. This aspect is central for the understanding of relations
between the various Jewish ethno-classes, and especially Ashkenazim and Mizrahim.
Notably, it is not argued that relations between Jewish ethnic groups are
non-democratic, but rather that the ethnocratic-settling nature of
Jewish-Palestinian relations has adversely affected intra-Jewish relations. To
illustrate the geography of these processes, let us outline in more detail the
social and ethnic nature of the Jewish settlement project, which advanced in
three main waves.
During the first wave, between 1949 and 1952, some
240 communal villages (kibbutzim and moshavim) were built, mainly
along the Green Line. During the second wave, from the early 1950s to the
mid-1960s, 27 “development towns” and a further 56 villages were built. These
were mainly populated, usually by coercion, by North-African Jewish refugees and
immigrants. During the same period large groups of Mizrahim were also
housed in “frontier” urban neighborhoods, which were either previously
Palestinian or adjacent to Palestinian areas. Given the low socioeconomic
resources of most Mizrahim, their mainly enemy-affiliated Arab culture,
and lack of ties to Israeli elites, the development towns and “the
neighborhoods” quickly became, and have remained to date, distinct
concentrations of segregated, poor, and deprived Mizrahi populations.[34] This
geography of dependence, achieved in the name of Judaizing the country, has
underlain the evolution of Ashkenazi-Mizrahi relations to the
present day.
The third wave, during the last two decades, saw
the establishment of over 150 small non-urban settlements known as “community”
or “private” settlements (yeshuvim kehilatiyim) on both sides of the
Green Line. These are small suburban-like neighborhoods, located in the heart
of areas on both sides of the Green Line (Figure 1). Their establishment was
presented to the public as a renewed effort to Judaize Israel’s hostile
frontiers, using the typical rhetoric of national security, the Arab threat to
state lands, or the possible emergence of Arab secessionism. In the occupied
territories, additional rationales for Jewish settlement referred to the return
of Jews to ancient biblical sites, and to the creation of “strategic depth.”
But, despite the continuation of a similar Zionist discourse, a major
difference characterized these settlements. They ruptured, for the first time,
Israel’s internationally recognized borders, a point to which I return below.
From a social perspective, the people migrating
into most of these high quality residential localities were mainly middle-class
Ashkenazi suburbanites, seeking to improve their housing and social
status. In recent years, urban Jewish settlement in the West Bank accompanied
the on-going construction and expansion of small kehilatti settlements.
These towns have increasingly accommodated religious-national and
ultra-orthodox Jews.[35]
Notably, the different waves of settlement were
marked by social and institutional segregation sanctioned and augmented
by state policies. A whole range of mechanisms was devised and implemented not
only to maintain nearly impregnable patterns of segregation between Arabs and
Jews, but also to erect fairly rigid lines of separation between various Jewish
ethno-classes. Segregation mechanisms included the demarcation of local
government and education district boundaries, the provision of separate and unequal
government services (especially education and housing), the development of
largely separate economies, the organization of different types of localities
in different state-wide “settlement movements,” and the uneven allocation of
land on a sectoral basis.[36]
As a result, “layered” and differentiated Jewish
spaces were created, with low levels of contact between the various
ethno-classes. This has worked to reproduce inequalities and competing
collective identities. Movement across boundaries has been restricted by
allowing most new Jewish settlements (built on state land!) to screen their
residents by applying tests of “resident suitability.” This practice has
predictably produced communities dominated by middle-class Ashkenazim.
At least part of the ethno-class fragmentation and hostility currently evident
in Israeli society can thus be traced to the Judaizing settlement system and
its institutionalized segregation. In this process we can also note the working
of the ethnic logic of capital, noted earlier as a major force shaping social
relations in ethnocracies. Development closely followed the ethno-class pattern
prevalent in Israeli society. This created spatial circumstances for the reproduction
of the “ethnic gap” between Ashkenazim and Mizrahim, through
location-based mechanisms such as education, land control, housing, social
networks, local stigmas, and accessibility to facilities and opportunities.
Democracy or Ethnocracy?
As we have seen, the politico-geographic analysis of Jewish land and
settlement policies highlights three key factors, often neglected in other
interpretations of Israeli society: (a) The Israeli regime has facilitated a
constant process of expanding Jewish control over the territory of
Israel/Palestine. (b) Israel is a state and polity without clear borders. (c)
The country’s organization of social space is based on pervasive and uneven
ethnic segregation. An elaboration of these assertions leads me to question the
taken-for-granted notion that Israel is a democracy.[37] Instead, I would
argue that the polity is governed by an ethnocratic regime, as defined earlier.
It is a rule for and by an expanding ethnic group, within the state and beyond
its boundaries, which is neither democratic nor authoritarian.[38]
Democracy, on the other hand, is a regime which
follows several main principles, including equal and substantial civil rights,
inclusive citizenship, periodic and free elections, universal suffrage,
separation between arms of government, protection of individuals and minorities
against the majority, and an appropriate level of government openness and
public ethics.[39] A factor
often taken for granted by regime analysts (but far from obvious in the Israeli
case) is the existence of clear boundaries to state territory and its political
community. The establishment of a state as a territorial-legal entity is
premised on the existence of such boundaries, without which the law of the land
and the activity of democratic institutions cannot be imposed universally, thus
undermining the operation of inclusive and equal democratic procedures.
This brings us back to the question of Israeli
boundaries and borders. As shown above, the Jewish system of land ownership and
development, as well as the geography of frontier settlement, have undermined
the territorial-legal nature of the state. Organizations based in the Jewish
Diaspora possess statutory powers within Israel/Palestine. World Jewry is also
involved in Israeli politics in other significant ways, including major
donations to Jewish parties and politicians, open and public influence over
policy-making and agenda-setting, as well as lobbying on behalf of Israeli
politicians in international fora, especially in the US.[40] Hence,
extraterritorial (non-citizen) Jewish groups have amassed political power in
Israel to an extent unmatched by any democratic state. This is an undemocratic
structural factor consistent with the properties of ethnocratic regimes.
As mentioned, Jewish settlement in the occupied
territories has also ruptured the Green Line (Israel’s pre-1967 internationally
recognized borders) as a meaningful border. At the time of writing, some
340,000 Israeli Jews resided in the territories (including al-Quds, or East
Jerusalem), and Israeli law has been unilaterally extended to each of these settlements.
[41] The Green
Line has been transformed into a geographical mechanism of separating (citizen
from non-citizen) Palestinians, but not Jews.[42]
The combination of the two factors mean that
“Israel,” as a definable democratic-political entity, simply does not exist.
The legal and political power of extraterritorial (Jewish) bodies and the
breaching of state borders empty the notion of Israel from the broadly accepted
meaning of a state as a territorial-legal institution. Hence, the unproblematic
acceptance of “Israel proper” in most social science writings (including some
of my own previous work) and in the public media has been based on a misnomer.[43]
Given this reality, Israel simply does not comply
with a basic requirement of democracy – the existence of a demos. The demos,
as defined in ancient Greece, denotes an inclusive body of citizens within
given borders. It is a competing organizing principle to the ethnos,
which denotes common origin. The term “democracy” therefore means the rule of
the demos, and its modern application points to an overlap between
permanent residency in the polity and equal political rights as a necessary
democratic condition.
As we have seen, Israel’s political structure and settlement activity have ruled out the relevance of such boundaries, and in effect undermined the existence of universal suffrage (as settlers can vote to the parliament that governs them, but not their Palestinian neighbors). The significance of this observation is clear from Israel’s 1996 elections: counting only the results within “Israel proper,” Shimon Peres would have beaten Benjamin Netanyahu by a margin of over five percent. Netanyahu’s victory was thus based on the votes of Jews in the Occupied Territories (that is, outside Israel), as were the previous successes of the Likud camp in 1981, 1984 and 1988. The involvement of the settlers in Israeli politics is of course far deeper than simply electoral. They are represented by 18 Knesset members (out of 120), four government ministers, and hold a host of key positions in politics, the armed forces, and academia.
Hence, a basic requirement for the democratization
of the Israeli polity is not only to turn it into a state of all its citizens
(as most non-Zionist groups demand), but to a state of all its resident-citizens,
and only them. This is the only way to ensure that extra-territorial and
politically unaccountable bodies, such as the Jewish Agency, the Jewish
National Fund, and Jewish settlers in occupied territories, do not unduly
affect the state’s sovereign territory. This principle would thus lay
appropriate foundations for a democratic rule, for and by the state’s political
demos.
Beyond the critical issue of borders, several other
major impediments to the establishment of sound democratic regime have existed
throughout Israel’s political history.
These have included a very high level of regime centrality, relative
lack of political accountability, weakness of judiciary, pervasive militarism,
male dominance and associated discrimination against women in most walks of
life and the inseparability of religion and state. Lack of space prevents
discussion on all but the last of these issues, to which we now turn.
Ethnocracy or Theocracy?
Some scholars claim that a growing influence of orthodox Jewish groups
on Israeli politics is leading Israel towards theocratic, and not ethnocratic,
rule.[44] Yet the
orthodox agenda appears compatible with the Jewish ethnocratic project, as
orthodox groups take the rule of the Jewish ethnos as a given point of
departure, and chiefly aim to deepen its religiosity. As such, their campaign
is geared to change the nature of the Israeli ethnocracy without challenging
its very existence or the ethnic boundaries of its membership.
Yet, the orthodox agenda in Israeli politics is
indeed significant, as it, too, challenges the prevalent perception of Israel
as “Jewish and democratic.” Despite significant differences, all orthodox
parties support the increasing imposition of religious rule in Israel (Halacha),
as stated by the late leader of the National Religious Party, Z. Hammer, who
was considered a moderate: “I genuinely wish that Israel would be shaped
according to the spirit of Tora and Halacha ... the democratic system is not
sacred for me.…”[45] Likewise, one
of the leaders of Shas, often considered a relatively moderate orthodox party,
declared recently: “We work for creating a Halacha state ... such as
state would guarantee religious freedom, but the courts will enforce Jewish law
... we have the sacred Tora which has a moral set of laws, why should anyone be
worried?”[46] Although the
initiatives taken in recent times by these bodies attempt to mainly influence
the character of public (and not private) spheres, there exists a fundamental
contradiction between the orthodox agenda and several basic features of
democracy, such as the rule of law, individual liberty and autonomy, civil
equality, and popular sovereignty.[47]
This challenge is somewhat obscured by the duality
in the interpretation of Judaism as ethnic and/or religious. The secular
interpretation of Judaism treats it as mainly ethnic or cultural, while
orthodox and ultra-orthodox groups interpret it as an inseparable whole (that
is, both ethnicity and religion). This unresolved duality is at the
heart of the tension between the secular and orthodox Jewish camps: if the
meaning of “Jewish” is unresolved, how can the nature of the “Jewish state” be
determined?
The challenge to democracy from the orthodox agenda
has become more acute, because the orthodox political camp has grown stronger
in Israeli politics over the last decade. In the 1996-99 period it held 28 of
the Knesset’s 120 seats (with orthodox parties holding 23 and the rest being
orthodox members of other parties). The orthodox camp has held the
parliamentary balance of power for most of Israel’s history.
Notably for this paper, the rising power of
orthodox sectors in Israel is closely linked to the state’s
political-geography, and to the Zionist project of Judaizing the country. There
are four main grounds for this. First, all religious movements in Israel, and
most conspicuously Gush Emunim (“Loyalty Bloc,” the main Jewish religious
organization to settle the West Bank), fully support the settling of Jews in
occupied Palestinian territories and the violent military occupation of these
areas. This is often asserted as part of a divine imperative, based on the
eternal Jewish right and duty to settle all parts of the “promised land.” Such
settlement is to be achieved while ignoring the aspirations of Palestinians in
these territories for self-determination or equal civil rights. Needless to
say, this agenda undermines even the possibility of democratic rule in Israel,
and has already caused several waves of intra-Jewish religious-secular
violence, including the assassination of Prime Minister Rabin in 1995.
Second, repeated surveys show that the religious
public in Israel is the most intransigent in its opposition to granting civil
equality to Israel’s Arab citizens. This does not mean that the entire orthodox
public opposes democratic rule, or that it is homogenous in its political
views. But nearly all opinion studies, as well as the platforms of main
religious political organizations, rank democratic values lower than the
Jewishness of the state or Jewish control over the entire Israel/Palestine
territory.[48]
Third, there is a discernible link between the
rising power of orthodox bodies and the rupturing of Israel’s borders.
Political analyses and surveys show that as the Judaization of the occupied
territories deepened, so have the Jewish elements in the collective identity of
Israeli-Jews at the expense of Israeli components.[49] This trend
stems from the confusion in the meaning of “Israeli,” when both state borders
and boundaries of the Israeli polity are blurred. In other words, the breaching
of Israeli borders with settlement activity and the involvement of world Jewry
in internal politics have eroded the territorial and civil meaning of the term
“Israeli,” and simultaneously strengthened the (non-territorial and ethno-religious)
Jewish collective identity. This process has grave implications for democracy,
principally because it bypasses the institution of territorial citizenship, on
which a democratic state must be founded. In the Israeli context it legitimizes
the stratification between Jews (with full rights) and Arabs (second-class
citizens), thus denying Arabs much of the status attached to their “Israeli”
affiliation. Only the demarcation of clear Israeli borders, and the subsequent
creation of a territorial political community, can halt the undemocratic
ascendancy of Judaism over Israeliness.
Finally, the Judaization project is perceived by
many in the orthodox camp not only as ethnic-territorial, but also as deepening
the religiosity of Israeli Jews. This is based on interpretation of a central
percept: “all Jews are guarantors for one another.” Here “guarantee” entails
“returning” all “straying” non-believers to God’s way. This mission legitimizes
the repeated (if often unsuccessful) attempts to strengthen the religious
character of laws and public spaces. The state’s religious character is already
anchored in a variety of areas: the Jewish Sabbath is the official Israeli day
of rest; public institutions only serve Kosher food; no import of pork is
allowed; all personal laws are governed with the national rabbinate (which
prohibits civil marriage); and most archaeological digs need approval from
religious authorities.
Orthodox parties justify the imposition of these
regulations on the secular public by asserting that they ensure the state’s
ethnic-cultural character for future generations. As such, this would prevent
the incorporation of non-Jews and create a state which “deserves to be called
Israeli... and Jewish.”[50] Accordingly,
the theocracy sought by religious parties already presupposes a Jewish ethnic
state (ethnocracy). Their agenda is simply to transform it into a religious
ethnocracy.[51] In this
light, we should note not only the conflict between orthodox and secular Jews,
but also their long-standing cooperation in the project of establishing
a Jewish ethnocracy.
Hence, the religious challenge to the
democratization of Israel and the relations between orthodox and secular
elements in Israeli society cannot be separated from the political geography of
a Jewish and Judaizing state. The leading Israeli discourse in politics,
academia, and the general public tends to treat separately Arab-Jewish and
religious-secular issues. But, as shown above, the conflicts and agreements
between secular and orthodox Jews cannot be isolated from the concerns,
struggles, and rights of Palestinian-Arabs. This is mainly because at the very
heart of the tension between orthodox and secular Jews lie the drive of
Israel’s Arab citizens to transform the state from ethnocracy to democracy, and
to halt and even reverse the ethnocratic Judaization project.
A Segregative Settling Ethnocracy
As we have seen, the project of Judaizing the state, spearheaded by
Jewish immigration and settlement, and buttressed by a set of constitutional
laws and a broad consensus among the Jewish public, has been a major (indeed
constitutive) feature of the Israeli regime. Israel thus fits well the model of
an ethnocratic regime presented earlier in the paper. More specifically, and
given the importance of settlement, it should be called a settling
ethnocracy.
But beyond regime definitions, and beyond the
fundamental chasm between Palestinians and Jews, the fusion of ethnocentric
principles and the dynamics of immigration, settlement, and class formation
created uneven and segregated patterns among Jews. This was exacerbated by the
geographic nature of the Jewish settlement project, which was based on the
principal unit of the locality (Yeshuv). The Jewish settlement project
advanced by building localities which were usually ethnically homogeneous, and
thus created from the outset a segregated pattern of development. As noted,
this geography still stands behind much of the remaining tension between Mizrahim
and Ashkenazim in Israel.[52] The
political, legal, and cultural mechanisms introduced for the purpose of
segregating Jews from Arabs were thus also used to segregate Jewish elites from
other ethno-classes, thereby reinforcing the process of “ethnicization” typical
of ethnocratic regimes.
To be sure, these mechanisms were used differently,
and more subtly, among Jews, but the persistent gap between Ashkenazim
and Mizrahim cannot be understood without accounting for the geography
of intra-Jewish relations. In the main, Mizrahim were spatially
marginalized by the Israeli settlement project, whether in the isolated
periphery or in poor and stigmatized neighborhoods of Israel’s major cities.
This has limited their potential economic, social, and cultural participation.
There is a clear nexus connecting the
de-Arabization of the country with the marginalization of the Mizrahim,
who have been positioned – culturally and geographically – between Arab and
Jew, between Israel and its hostile neighbors, between a “backward” Eastern
past and a “progressive” Western future. But, we should remember, the depth and
extent of discrimination against Palestinians and Mizrahim has been
quite different, with the latter included in Jewish-Israeli nation-building as
active participants in the oppression of the former.
A similar segregationist logic was also used to
legitimize the creation of segregated neighborhoods and localities for
ultra-orthodox and orthodox Jews, recent Russian immigrants, and
Palestinian-Arabs. In other words, the uneven segregationist logic of the
ethnocratic regime has been infused into spatial and cultural practices, which
have worked to further ethnicize Israeli society.
Of course, not all ethnic separation is negative,
and voluntary separation between groups can at times function to reduce ethnic
conflict. But in a society which has declared the “gathering and integration of
the exiles” (mizug galuyot) a major national goal, levels of segregation
and stratification between Jewish ethno-classes have remained remarkably high.
Referring back to our theoretical framework, we can note the fusion of
settler-society mechanisms (conquest, immigration, and settlement) with the
power of ethno-nationalism (segregating Jews from Arabs) and the logic of
ethnic capital (distancing upper and lower ethno-classes), in the creation of Israel’s
conflict-riddled contemporary human geography.
This process, however, is not unidimensional, and
must be weighed against counter-trends, such as growing levels of assimilation
between Mizrahim and Ashkenazim, and increasing formal equality
in social rights among all groups. In addition, solidarity among Jews in the
face of a common enemy has often eased internal tensions and segregation,
especially between Mizrahim and Ashkenazim, as both have merged
into a broadening Israel middle class. Here we can also note that the original Ashkenazi
charter group has broadened to incorporate the Mizrahim, especially
among the assimilated middle and upper classes.[53] Yet, the
ethnicization trend has also been powerful, as illustrated by the growing
tendency of political entrepreneurs to exploit “ethnic capital” and draw on
ethno-class-religious affiliations as a source of political support. In the
1996 elections such sectoral parties increased their power by 40 percent, and
for the first time in Israel’s history overshadowed the largest two parties,
Labor and Likud, which have traditionally been the most ethnically
heterogeneous.
Moreover, the situation has not been static. The
strategy of Judaization and population dispersal has recently slowed,
responding to the new neoliberal agendas of many Israeli elites.[54] It has also
encountered growing Palestinian-Arab resistance and Mizrahi grievances,
which in turn have reshaped some of the strategies, mechanisms, and
manifestations of Israel’s territorial, planning, and development policies.
Both Arabs and Mizrahim have progressed in their absolute (if not
relative) socioeconomic standards, partially due to Israel’s development
policies. Likewise, Palestinian resistance in the occupied territories,
culminating in the Intifada, has slowed Jewish expansion in several
regions, brought about the Oslo agreement, and achieved a measure of limited
Palestinian self-rule.[55] But these
changes, important as they are, have still occurred within the firm boundaries
of the dominant, ethnocratic Zionist discourse, where Jewish settlement and
control and the territorial containment of the Arab population, are undisputed
Jewish national goals both within the Green Line and in large parts of the
occupied territories.[56]
Conclusion: The Enigma of
Distorted Structures
In the foregoing I have attempted to probe the nature of the Israeli
regime from a political-geographic perspective. I have showed that three main
forces have shaped the Israeli polity: the establishment of a settler society,
the mobilizing force of ethno-nationalism, and the ethnic logic of capital. The
fusion of these forces has created a regime I have termed ethnocracy, which
privileges ethnos over demos in a contested territory seized by a
dominant group. Ethnic relations in Israel are thus comparable to other
ethnocracies, such as Malaysia, Sri Lanka, Serbia, or Estonia, but not to
western liberal democracies, as commonly suggested in scholarly literature or
popular discourse.[57]
More specifically to Israel, I have shown that the
Israeli regime has been significantly shaped by the ethnocratic project of Judaizing
the Land of Israel/Palestine. This has been legitimized by the need to
“indigenize” “de-territorialized” Jews in order to fulfil a claim for
territorial self-determination. The momentum of the Judaization project has
subsequently led to the rupture of the state’s borders, the continuing
incorporation of extra-territorial Jewish organizations into the Israeli
government, the persistent and violent military rule over the occupied
Palestinian territories, and the subsequent undermining of equal citizenship.
As shown above, the Judaization project provides a “genetic core” for
understanding the Israeli polity because it did not only shape the
Jewish-Palestinian conflict, but also the relations between Ashkenazim
and Mizrahim as well as between secular and orthodox Jews.[58]
A key factor in understanding the Israeli regime
thus lies in uncovering the sophisticated institutional setting which presents
itself as democratic, but at the same time facilitates the continuing
immigration of Jews (and only Jews) to Israel, and the uni-directional transfer
of land from Arab to Jewish hands. Here we can observe that the legal and
political foundations of the Jewish state have created a distorted structure
which ensured a continuing uni-ethnic seizure of a bi-ethnic state. Once in
place, this structure has become self-referential, reifying and reinforcing its
own logic.
But the dominant view unequivocally treats Israel
as a democracy.[59] This view is
augmented by the durable operation of many important democratic features
(as distinct from structures), especially competitive politics, generous
civil rights, an autonomous judiciary, and free media. In particular, Israel’s
democratic image has also been promoted in the academy by nearly all scholars
in the social sciences and humanities.
Israeli scholars use a range of definitions for the
Israeli regime, including liberal democracy,[60]
constitutional democracy,[61]
consociational democracy,[62] and ethnic
democracy.[63] The enactment
of two new basic laws during the 1990s has prompted a wave of writing hailing
the “constitutional revolution” as a major move towards legal liberalism.[64] Even critical
writers such as Azmi Bishara, Yoav Peled, Yonattan Shapiro, Uri Ben-Eliezer,
Shlomo Swirsky, and Uri Ram still treat “Israel Proper” (the imaginary unit
within the Green Line) as a democratic, though seriously flawed, regime.[65] Most
Palestinian writers have refrained from analyzing the specific nature of the
Israeli regime, although here a number of significant challenges to the common
democratic definition of Israel began to appear, most notably by Elia Zureik,[66] Asad Ghanem
and Nadim Rouhana, with the latter two defining Israel as a non-democratic
“ethnic state.”[67]
Yet, none of these works has incorporated seriously
the two principal political-geographical processes shaping the Israeli polity:
the on-going Judaization of the country, and the vagueness of its political
borders. Even critical writers tend to ignore the incongruity between the
definition of Israel within the Green Line, and the residence of people
considered as full Israelis in occupied territories beyond the state’s
boundaries. This is not a minor aberration, but rather a structural condition
which undermines the claim for a democratic regime. “Israel Proper” is a
political and territorial entity which has long ceased to exist, and hence
cannot provide an appropriate spatial unit for analyzing the nature of the
polity.
In many ways, the situation resembles the hegemonic
moment observed by Gramsci, when a dominant truth is diffused by powerful
elites to all corners of society, preventing the raising of alternative voices
and reproducing prevailing social and power relations. From the above it
appears that this hegemony has reached even the most enlightened and putatively
democratic realms of Israeli-Jewish society.
How can this enigma be explained? How can
enlightened circles who declare themselves to be democratic square the “Jewish
and democratic” account with the continuing process of Judaization? I suggest
here a metaphor in which Israeli-Jewish discourse is analogous to a tilted
tower, such as the Tower of Pisa. Once one enters the tower, it appears
straight, since its internal structural grid is perfectly perpendicular and
parallel. This is akin to the introverted discourse about the Jewish and
democratic state: once inside this discourse, most Jews accept the Jewish
character of the state as an unproblematic point of departure, much like the
floor of the tilted tower. From that perspective, Judaization appears natural
and justified – or perhaps does not appear at all.[68]
On the basis of this tilted foundation, Israel has
added laws and policies over the years which can be likened to the tower’s
walls. Given the tilted foundation, these walls could only be built on an
angle, yet they appear straight to those observing from the inside. One needs
to step outside and away from the tilted building and measure its coordinates
against truly vertical buildings in order to discern the distortion. In the
Israeli case, then, scholars are urged to step outside the internal
Jewish-Israeli discourse and analyze the Israeli regime systematically against
the “straight” principles of a democratic state.[69]
In this vein, let us explore briefly the principle
of self-determination, which forms the basis of popular sovereignty and thus of
democracy itself. Because the modern state is a legal-territorial entity, and
because the fullest expression of self-determination is the governance of a
state, it must be exercised on a territorial basis. But Israel maintains a
placeless entity (the Jewish people) as the source of its self-determination,
and thus defines the state as “the state of the Jewish people.” This
non-territorial definition presents two serious problems for democratic rule:
(a) it prevents the full political inclusion of non-Jews by degrading the
status of (territorial) state citizenship[70]; and (b) it
reinforces Judaization through the role of world Jewry in immigration and land transfer.
Returning to the case of Finland may help
illustrate the problem: while that state is declared to be Lutheran, it is also
defined as a (territorial) Finnish political community. As such, it
allows non-Lutheran minorities to fully identify as Finnish. But because the
state of Israel is defined (non-territorially) as Jewish, and Arabs can never
become Jewish, their right to equal citizenship is structurally denied. Hence,
a democratic state requires a territorial form of self-determination
which enables the equal inclusion of minorities into the state’s civil society.[71] This
recognition casts doubt over the validity of one of the most significant
statements made by the Israeli High Court, which declared in 1988, that
“Israel’s definition as the state of the Jewish people does not negate its
democratic character, in the same way that the Frenchness of France does not
negate its democratic character.”[72] This
statement harbors a conceptual distortion: if France is French, Israel should
be Israeli (and not Jewish). Hence, stepping outside the internal
Israeli-Jewish discourse reveals that the maintenance of a non-territorial
(Jewish) form of self-determination structurally breaches central tenets of
democracy. It constitutes, instead, the foundation of the Israeli-Jewish
ethnocracy.
Epilogue: Ethnocracy and Negev
Lands
To conclude, let us return once again to the “coal face” of land control
issues in Israel. Since September 1997, the Israeli government has announced on
several occasions the introduction of new strategies to block the “Arab
invasion” into state lands within the Green Line, and to curtail “illegal”
Bedouin dwellings, construction, and grazing. In most cases, “illegal
dwellings” and “Arab invasion” are code terms for Bedouin residence on traditional
tribal land and resistance to involuntary concentration in a small number of
towns designated by the state in the Negev and Galilee.[73] The recently
announced strategy would combine the development of small Jewish settlements
(mainly in the Negev’s north-eastern hills), the establishment of single-family
Jewish farms, the sale of Negev land to the Jewish Agency and diaspora Jews,
and the application of greater pressure on Bedouins to migrate to the
state-planned towns. The initiator of the policy was the (then) director of the
Prime Minister’s office, Avigdor Lieberman, an immigrant from the former Soviet
Union and a resident of a West Bank Jewish settlement.
A closer look at the latest land control strategy
raises several hard questions: if the Bedouin-Arabs were Israeli citizens, as
they are, why would their use of state land be considered an “invasion”? How do
other sectors of Israeli society, such as moshavim and kibbutzim,
which regularly build without planning permission, escape treatment as “invaders”?
Given that the initiator of the policy is a West Bank settler (illegal
according to international law), who is actually the invader here? How can a
recent immigrant to the country campaign to evacuate residents who have been on
the land for several generations, since well before the state was established?
How can the state lease large tracts of land to non-citizen (Jewish)
organizations and continue to block its own (Arab) citizens from using it for
residential purposes?[74]
At the end of its first Jubilee, then, Israel’s ethnocratic
features keep surfacing: the on-going Judaization project, the stratification
of ethnic rights, the fuzziness of geographical and political boundaries, and
the legal and material involvement of extra-territorial Jewish organizations.
Against this reality, scholars, students, and activists are called upon to
destabilize the hegemonic Jewish discourse of a “Jewish and democratic state,”
and participate in the task of transforming Israel from ethnocracy to
democracy.
NOTES
[1] I am grateful for the encouragement and comments
received from Uri Ram, and for the useful remarks on earlier drafts received
from Adriana Kemp, Yossi Yona, Michael Shalev, Asa’d Ghanem, Ian Lustick, Amnon
Raz, and Nira Yuval-Davis. Parts of this paper appeared in my “Ethnocracy or
Democracy? Settler Politics in Israel,” Bulletin of Middle East Report and
Information Project (MERIP) 217 (1998): 8-14.
[2] Ka’adan v. Israel Land Authority et al.;
Bagatz 6698/95
[3] Here my work joins previous critiques of the
Israeli regime, see, for example: U. Ben-Eliezer, The Emergence of Israeli
Militarism (Tel Aviv: Kibbutz Me’uhad, 1995) [Hebrew]; B. Kimmerling,
“Religion, Nationalism and Democracy in Israel,” Zemanim 56 (1995):
116-131 [Hebrew]; A. Ghanem, “State and Minority in Israel: the Case of Ethnic
State and the Predicament of Its Minority,” Ethnic and Racial Studies
21, no. 3 (1998): 428-447; J. Shapiro, Democracy in Israel (Ramat Gan:
Messada, 1977).
[4] Ashkenazi Jews (Ashkenazim in plural) are of
European origins, while Mizrahi Jews (Mizrahim in plural, also termed
Sepharadim or Oriental Jews) hail from the Muslim world.
[5] Following H. Lefebvre, The Production of Space
(Oxford: Blackwell, 1991).
[6] See Yiftachel and T. Fenster, “Introduction: Frontiers,
Planning and Indigenous Peoples,” Progress in Planning 47, no. 4 (1997):
251-260.
[7] G. Fredrickson, “Colonialism and Racism: United
States and South Africa in Comparative Perspective,” in Fredrickson, ed., The
Arrogance of Racism (Middletown: Wesleyan University Press, 1988); G.
Shafir, Land, Labor and the Origins of the Israeli-Palestinian Conflict
1882-1914 (Cambridge: Cambridge University Press, 1989).
[8] D. Stasiulis and N. Yuval-Davis, “Introduction:
Beyond Dichotomies: Gender, Race, Ethnicity and Class in Settler Societies,” in
D. Stasiulis and N. Yuval-Davis, eds., Unsettling Settler Societies
(London: Sage, 1995). This broad classification fluctuates according to the
specific circumstances of each settler society.
[9] Y.N. Soysal, Limits of Citizenship: Migrants
and Postnational Membership in Europe (Chicago: University of Chicago
Press, 1994).
[10] A. Murphy, “The Sovereign State System as a
Political-Territorial Ideal: Historical and Contemporary Considerations,” in T.
Biersteker and S. Weber, eds., State Sovereignty as Social Construct
(Cambridge: Cambridge University Press, 1996).
[11] M. Billig, Banal Nationalism (London: Sage,
1995).
[12] B. Anderson, “Introduction,” in G. Balakrishnan,
ed., Mapping the Nation (New York: Verso, 1996); W. Connor, Ethnonationalism:
The Quest for Understanding (Princeton: Princeton University Press, 1994);
A.D. Smith, Nations and Nationalism in a Global Era (Cambridge: Polity,
1995).
[13] Stasilius and Yuval-Davis. “Beyond Dichotomies.”
[14] For the global process, see D. Held, “The Decline
of the Nation State,” in S. Hall and M. Jacques, eds., New Times: The
Changing Face of Politics in the 1990s (London: Lawrence and Wishart,
1990); D. Harvey, The Condition of Postmodernity (Oxford: Blackwell,
1989). For its Israeli manifestations, see U. Ram, “Citizens, Consumers and
Believers: The Israeli Public Sphere between Capitalism and Fundamentalism” Israel
Studies 3, no. 1 (1998): 24-44; G. Shafir and Y. Peled, “Citizenship and
Stratification in an Ethnic Democracy,” Ethnic and Racial Studies 21,
no. 3 (1998): 408-427.
[15] The term “ethnocracy” has appeared in previous
literature (see: J. Linz and A. Stepan, Problems of Democratic Transition
and Consolidation (Baltimore: Johns Hopkins University Press, 1996), 69; Linz,
J. 1975. Totalitarian Vs Authoritarian Regimes. In F. Greenstein & N.
Polsby Eds., Handbook of Political Science (pp. 175-411). Reading:
Addison Wesley.; Mazrui, A. 1975. The Making of Military Ethnocracy.
London: Sage; D. Little, Sri Lanka: The Invention of Emnity (Washington:
US Institute of Peace, 1994), 72); However, as far as I am aware, it was
generally used as a derogatory term, and not developed into a model or concept,
as formulated here. For an earlier formulation, see my “Israeli Society and
Jewish-Palestinian Reconciliation: ‘Ethnocracy’ and Its Territorial
Contradictions,” Middle East Journal 51, no. 4 (1997): 505-519.
[16] As noted, ethnocracies have existed for long
periods in countries such as Sri Lanka, Malaysia, and Northern Ireland (until
1968), and more recently in Estonia, Latvia, Slovakia, and Serbia.
[17] Here the advent of “illiberal democracy” (F.
Zakaria, “The Rise of Illiberal Democracy,” Foreign Affairs 76, no. 6
(1997): 22-43) is instrumental, by establishing a regime with formal democratic
appearance but with centralizing, coercive, and authoritarian characteristics.
See also Y. Yona, “A State of all Citizens, a Nation-State or a Multicultural
State? Israel and the Boundaries of Liberal Democracy,” Alpayim 16
(1998): 238-263.
[18] A. Gramsci, Selections from Prison Notebooks
(New York: International Publishers, 1971); see also Lustick’s illuminating
discussion of the notion of hegemony in his Unsettled States, Disputed Lands
(Ithaca: Cornell University Press, 1993).
[19] B. Kimmerling, “Boundaries and Frontiers in the
Israeli Control System: Analytical Conclusions,” in B. Kimmerling, ed., The
Israeli State and Society: Boundaries and Frontiers (Albany: SUNY Press,
1989).
[20] This is supported by repeated statements of
Israeli leaders. For example, Prime Minister Netanyahu claimed that “only one
government has and will have sovereign power west of the Jordan” (Maariv,
18 Feb. 1998); similarly, Minster of Justice Y. Hanegbi claimed on 14 Sept.
1998 (Channel One, Israeli TV) that sovereignty in Eretz Yisrael will never be
divided and will remain Israeli, and Israeli only.”
[21] CBS, Israel’s Bureau of Statistics, Israel
Yearbook (Jereusalem: Government Printers, 1998); figures relate to 31 Dec.
1997.
[22] E. Rekhes, “The Moslem Movement in Israel,” in E.
Rekhes, ed., The Arab Minority in Israel: Dilemmas of Political Orientation
and Social Change (Tel Aviv: Dayan Centre, University of Tel Aviv, 1991).
[23] The differences from “typical” European settler
movements include Zionism’s nature as an ethno-national and not an economic
project, the status of most Jews as refugees, the loose organization of
diasporic Jewish communities as opposed to the well-organized metropolitan
countries, and the notion of “return” to Zion enshrined in Jewish traditions.
[24] See, for example, Y. Cohen and Y. Haberfeld,
“Second Generation Jewish Immigrants in Israel: Have the Ethnic Gap in
Schooling and Earnings Declined?” Ethnic and Racial Studies 21, no. 3
(1998): 507-528; S.M. Lewi-Epstein and N. Semyonov, “Ethnic Mobility in the
Israeli Labor Market,” American Sociological Review, 51 (1986): 342-351.
[25] For the historical evolution of Israel’s ethnic
political economy and labour relations in Israel, see L. Grinberg, Split
Corporatism in Israel (Albany: SUNY Press, 1991); M. Shalev, Labour and
the Political Economy in Israel (Oxford: Oxford University Press, 1992).
[26] P. Lahav, Judgment in Jerusalem: Chief Justice
Simon Agranat and the Zionist Century (Berkeley: University of California
Press, 1997).
[27] The 1985 Law also disqualifies parties using a
racist platform.
[28] See D. Kretzmer, The Legal Status of the Arabs
in Israel (Boulder: Westview, 1990); Adalah, Legal Violations of Arab
Rights in Israel (Sehfa’amre: Adala, 1998).
[29] See B. Morris, Israel’s Border Wars, 1949-1956
(Oxford: Oxford University Press, 1993).
[30] According to Peled and Shafir (“The Roots of
Pacemaking: The Dynamics of Citizenship in Israel, 1948-93,” International
Journal of Middle East Studies 28 (1996): 391-413), the intensity of the
Judaization project has slowed down recently, in part because of the global
orientations of Israeli elites. But despite the decline, the logic of
Judaization is still fundamental to Israeli-Jewish politics and should be
treated as the historical “genetic core” of the Israeli regime.
[31] See U. Ram, “Zionist Historiography and the
Invention of Modern Jewish Nationhood: the Case of Ben Zion Dinur,” History
and Memory 7, no. 1 (1995): 91-124. Records show that Jews remained in the
land of Israel for centuries after the destruction of the Second Temple, and in
most cases emigrated voluntarily.
[32] On policies affecting Palestinian-Arabs in Israel,
see also G. Falah, “Israeli Judaisation Policy in Galilee and its Impact on
Local Arab Urbanisation,” Political Geography Quarterly 8 (1989):
229-253; I. Lustick, Arabs in the Jewish State: Israel’s Control over a
National Minority (Austin: University of Texas Press, 1980); S. Smooha,
“Existing and Alternative Policy Towards the Arabs in Israel,” Ethnic and
Racial Studies 5 (1982): 71-98; O. Yiftachel, Planning a Mixed Region in
Israel: the Political Geography of Arab-Jewish Relations in the Galilee
(Aldershot: Avebury, 1992); E.T. Zureik, Palestinians in Israel: a Study of
Internal Colonialism (London: Routledge and Kegan Paul, 1979).
[33] I.e., the area of Israeli regional councils, where
world Jewry organizations are part of most land leasing and ownership
arrangments.
[34] See S. Hasson, “Social and Spatial Conflicts: the
Settlement Process in Israel During the 1950s,” L’Espace Geographique, 3
(1981): 169-179; Y. Gradus, “The Emergence of Regionalism in a Centralised
System: The Case of Israel,” Environment and Planning D: Society and Space
2 (1984): 87-100; S. Swirski and B. Shoshani, Development Towns: Toward a
Different Tomorrow (Tel Aviv: Brerot, 1985).
[35] See Falah, “Israeli Judaisation Policy in
Galilee”; Lustick, Unsettled States, Disputed Lands; D. Newman, “The
Territorial Politics of Exurbanisation: Reflections on 25 Years of Jewish
Settlement in the West Bank,” Israel Affairs 3, no. 1 (1996): 61-85;
Yiftachel, “Israeli Society and Jewish-Palestinian Reconciliation.”
[36] See Yiftachel, ibid.
[37] There exists a wide body of literature which
debates the characteristics of Israeli democracy, all assuming a priori
that Israel is governed by such a regime. See A. Arian, The Second Republic:
Politics in Israel (Tel Aviv: Zmora-Bitan, 1997); B. Neuberger, Democracy
in Israel: Origins and Development (Tel Aviv: Open University, 1998); S.
Smooha, “Ethnic Democracy: Israel as an Archetype,” Israel Studies 2,
no. 2 (1997): 198-241.
[38] For elaboration of the historical evolution of the
Israeli-Jewish “ethnocracy,” see my “Israeli Society and Jewish-Palestinian
Reconciliation.” A similar formulation of Israel as an “ethnic state” can be
found in N. Rouhana, Palestinian Citizens in an Ethnic Jewish State:
Identities and Conflict (New Haven: Yale University Press, 1997); Ghanem,
“State and Minority in Israel.”
[39] See D. Held, Models of Democracy (Stanford:
Stanford University Press, 1988); Linz and Stepan, Problems of Democratic
Transition and Consolidation. Needless to say, pure democracy is never
implemented fully, although Linz and Stepan list 42 countries which fall over a
democratic threshold. We use the democratic model here as an analytical tool
with which the Israeli regime can be examined.
[40] A striking example of the involvement of world
Jewry was the declaration by ultra-orthodox Australian millionaire, and major
donor to religious parties, David Guttnick, that he would work to “topple the
Netanyahu government” in case it decides to withdraw from occupied territories
(Haaretz 14 Aug. 1998).
[41] Jewish settlements in the occupied territories
were established under military rule; the settlements are closed to
Palestinian-Arabs.
[42] For a thorough, ground-breaking analysis of the
role of borders in Jewish politics, see A. Kemp, Talking Boundaries: The
Making of Political Territory in Israel 1949-1957, PhD dissertation, Tel
Aviv University, 1997 [Hebrew].
[43] Most accounts of the Israeli regime, including
critical analyses, have continued to treat Israel concurrently as: (a) the land
bounded by the Green Line, and (b) the body of Israeli citizens
(including Jewish settlers of the occupied territories). This contradiction was
rarely problematized in the literature. For examples of critical accounts which
take this approach see Y. Peled, “Ethnic Democracy and the Legal Construction
of Citizenship: Arab Citizens of the Jewish State,” The American Political
Science Review, 86, no. 2 (1992): 432-443; U. Ram, “Citizens, Consumers and
Believers”; Rouhana, Palestinian Citizens in an Ethnic Jewish State;
Smooha, “Ethnic Democracy.” For earlier debates with this approach, see
Kimmerling, “Boundaries and Frontiers in the Israeli Control System”; J.
Migdal, “Society-Formation and the Case of Israel,” in M. Barnett, ed., Israel
in Comparative Perspective (Albany: SUNY Press, 1996).
[44] See Kimmerling, “Religion, Nationalism and
Democracy in Israel”; Y. Nevo, “Israel: From Ethnocracy to Theocracy,” paper
delivered at conference “The Conflictual Identities Construction in the Middle
East,” Van Leer Institute, Jerusalem, November 1998.
[45] Quoted in Neurberger, Democracy in Israel,
41.
[46] Interview of Rabbi Azran, Globs, 28 Sept.
1998.
[47] Kimmerling, “Religion, Nationalism and Democracy
in Israel”; C. Liebman, “Attitudes Towards Democracy among Israeli Religious
Leaders,” in E. Kofman, A. Shukri, and R. Rothstein, eds., Democracy, Peace
and the Israeli-Palestinian Conflict (Boulder: Lynne Reiner Publishers,
1993).
[48] See Y. Peres and E. Yuchtman-Yaar, Between
Consent and Dissent: Democracy and Peace in the Israeli Mind (Jerusalem:
Israel Democracy Institute, 1998); S. Smooha, Arabs and Jews in Israel:
Change and Continuity in Mutual Intolerance (Boulder, San Francisco,
Oxford: Westview, 1992).
[49] See Migdal, “Society-Formation and the Case of
Israel”; Peres and Yuchtman-Yaar, Between Consent and Dissent.
[50] See Stukhammer, “Israel’s Jubilee and
Haredi-Secular Relations from a Haredi Perspective,” Alpayim 16 (1998):
219; see also a recent interview with the new leader of the Religious National
Party, Rabbi Y. Levi, who claimed that the main goal of his party is to ensure
the Jewishness of the state for future generations (Haaretz, 12 Aug.
1998).
[51] As observed by E. Don-Yehiya, the most striking
feature of orthodox-secular relations is their cooperation, and not conflict,
as the two groups differ sharply on most values, goals and aspirations. (The
Politics of Accommodation: Settling Conflicts of State and Religion in Israel
(Jerusalem: Floresheimer Institute for Policy Studies, 1997)) I suggest here
that the central project of Judaising the country has formed the foundation for
this cooperation.
[52] See E. Shohat, “The Narrative of the Nation and
the Discourse of Modernisation: the Case of the Mizrahim,” Critique
(spring 1997): 3-18; S. Swirski, Israel: the Oriental Majority (London:
Zed, 1989).
[53] T. Bensky, “Testing Melting Pot Theories in the
Jewish Israeli Context,” Sociological Papers (Sociological Institute for
Community Studies, Bar Ilan University) 2, no. 2 (1993): 34-62.
[54] Peled and Shaifr, “The Roots of Peacemaking.”
[55] On protest and resistance in the Israeli
peripheries, see my “Israeli Society and Jewish-Palestinian Reconciliation.”
[56] It can even be argued that the Oslo process has
accelerated the process of Judaizing large parts of the occupied territories,
by legitimizing the construction of further Jewish housing and pervasive land
confiscation for “by-pass roads.” In this vein, the long closures of the
territories, and the subsequent importation of hundreds of thousands of foreign
workers to replace Palestinian labour, are also part of the post-Oslo process
of Judaization.
[57] For recent attempts to compare Israel to western
democracies, see A. Dowty, The Jewish State: One Hundred Years Later
(Berkeley: University of California Press, 1998); G. Shefer, “Has Israel Really
Been a Garrison Democracy? Sources of Change in Israel’s Democracy,” Israel
Affairs 3, no. 1 (1996): 13-38.
[58] I do not claim, of course, that the Judaization
process can explain every facet of ethnic relations in Israel/Palestine;
rather, it is a factor which helped shape these relations while remaining
largley overlooked in scholarly literature. But the Judazation process has also affected greatly power
relations between groups not covered in this paper, including military-civil society, gender relations and
local-central tensions. See:
Ferguson, K. Kibbutz Journal: Reflections on Gender, Race and Nation in
Israe (California, Trilogy Book, 1993).
[59] This includes some my own previous writings, such
as Planning a Mixed Region in Israel (1992), where I classified Israel
as a bi-ethnic democracy.
[60] Neurberger, Democracy in Israel; Shefer,
“Has Israel Really Been a Garrison Democracy?”
[61] S.N. Eisenstadt, The Transformation of Israeli
Society (London: Weinfield and Nicholson, 1985).
[62] Don-Yihiya, The Politics of Accommodation;
Liebman, “Attitudes Towards Democracy among Israeli Religious Leaders”; D.
Horowitz and M. Lissak, Trouble in Utopia: The Overburdened Polity of Israel
(Albany: SUNY Press, 1990).
[63] Smooha, “Ethnic Democracy: Israel as an
Archetype”; Shaifr and Peled, “The Roots of Peacemaking.”
[64] See Arian, The Second Republic; A. Barak,
“Fifty Years of Israeli Law,” Alpayim 16 (1998): 36-45 [Hebrew].
[65] See A. Bishara, “On the Question of the
Palestinian Minority in Israel,” Teorya Uvikkoret (Theory and Critique)
3 (1993): 7-20 [Hebrew]; U. Ben-Eliezer, “Is Military Coup Possible in Israel?”
Theory and Society 27 (1998): 314-349; Peled, “Ethnic Democracy and the
Legal Construction of Citizenship; Shapiro, Democracy in Israe; Swirsky,
Israel: The Oriental Majority; Ram, “Citizens, Consumers and Believers.”
[66] E. Zureik, “Prospects of Palestinians in Israel
(I),” Journal of Palestine Studies 12, no. 2 (1993): 90-109.
[67] See Ghanem, “State and Minority in Israel”;
Rouhana, Palestinian Citizens in an Ethnic Jewish State.
[68] Here we can note that the political disagreement
between the Jewish left and right in Israel, which is often portrayed as a
bitter rivalry, is not on the broadly accepted “need” to Judaize Israel, but
only on the desired extent of this project.
[69] A step in this direction has already been taken,
see Ghanem, “State and Minority in Israel”; Rouhana, Palestinian Citizens in
an Ethnic Jewish State; Yiftachel, “Questioning ‘Ethnic Democracy,’” Israeli
Studies 3, no. 2 (1998): 253-67.
[70] This affects adversely the political rights of
Israeli-Jews too, as it undermines the extent of their own sovereignty.
[71] Political theorists discuss in recent debates the
possibility of cultural or linguistic forms of self-determination, which may be
non-territorial (see W. Kymlicka, Multicultural Citizenship: A Liberal
Theory of Minority Rights (Oxford: Clarendon Press, 1995)). However, these
forms also allow the possibility of civil entrance into the collectivity. This
is different in Judaism, which is neither territorial, cultural or linguistic,
and thus prevents the possibility of civil inclusion.
[72] Neiman v. Central Elections Committee,
Judgment of the then High Court President, Judge M. Shamgar.
[73] On this issue, see detailed analysis by T.
Fenster, “Settlement Planning and Participation Under Principles of Pluralism,”
Progress in Planning 39, no. 3 (1993): 169-242.
[74] The government’s new strong-arm approach became
evidently clear in early April, 1998, when three homes built by Beduoins on
private Arab land in the Galilee were demolished. The event was followed by
demonstrations and strikes, and community efforts to rebuild the homes.