The Middle East and Israel’s electoral reckoning

When Israelis go to the polls in October, it is not just the direction of their country that they could determine. World leaders as far away as Washington will be watching

The Middle East and Israel’s electoral reckoning

Israel’s election on 27 October promises to be different to other recent votes in that it could bring to an end the longest political era in the country’s history, just as America’s priorities seem to be changing. More than simply deciding the next Israeli prime minister, the vote may determine the Middle East’s ability to move beyond war and begin building a new regional order.

Opinion polls suggest that the ruling Likud party will still be the country’s largest, but that does not mean that Prime Minister Benjamin Netanyahu (from Likud) will be able to form a government. The decisive issue is whether his political camp can secure the 61 seats required for a parliamentary majority. If it does not, the consequences could reach far beyond Israel.

Gradual divergence

In the aftermath of the 7 October 2023 attacks, American and Israeli objectives largely converged around confronting Hamas and weakening Iran and its proxies. Nearly three years later, however, the priorities of the two allies have begun to diverge. The Trump administration believes that military gains should now be converted into a new set of regional arrangements, whereas Netanyahu treats war as the permanent framework for managing the region.

This divergence helps explain the growing friction between Washington and Tel Aviv across several fronts. In Lebanon, the White House wants to consolidate the ceasefire, strengthen state institutions (including the Lebanese army), secure an Israeli withdrawal from the south, and disarm Hezbollah. Netanyahu’s government, meanwhile, wants to preserve its freedom of military action, so it repeatedly shifts its priorities.

In Syria, Trump is happy for the new government to take its seat around the regional table and has encouraged investment. He wants to help rebuild state institutions and is in favour of an Israeli withdrawal from southern Syria, ideally with a security arrangement in place between Damascus and Tel Aviv. In contrast, Netanyahu’s government continues its military operations there and makes onerous demands.

In Gaza, Washington wants a formula to end the war and commence reconstruction under the ‘Trump Plan,’ but Tel Aviv wants to delay that transition and refuses to withdraw from the strip, of which it now occupies around 60%.

Different visions

These disagreements extend beyond tactics; they reflect different understandings of the phase that lies ahead. The White House wants to build a new network of partnerships and alliances, alongside energy and transport corridors linking the Gulf and Iraq with Syria, Jordan, Türkiye, and the Mediterranean. It also seeks to reshape the regional balance following the decline of Iranian influence.

Netanyahu, however, continues to believe that the security environment does not yet permit a transition from war to settlement. Israel’s election therefore carries significance far beyond the country’s borders. If Washington wants a partner in Tel Aviv that can negotiate political settlements, it will continue to diverge from Netanyahu’s alliance of strictly Orthodox and religious Zionist parties.

Netanyahu continues to believe that the security environment does not yet permit a transition from war to settlement

US-Israel tensions have arisen before. In the early 1980s, after Israel invaded Lebanon, relations deteriorated between President Ronald Reagan and Prime Minister Menachem Begin. Washington felt that the war was harming US interests in the region, while Tel Aviv argued that Israel's security needs justified the action.

The disagreement was not based on personal animosity, but the direction of policy. In time, Begin's era ended, and a different political chapter began, allowing relations to mend. Something similar occurred between George H. W. Bush and Yitzhak Shamir after the peace process was launched in 1991.

A familiar pattern

The circumstances today do not precisely mirror either period, yet the pattern feels familiar. When American priorities change, it becomes a question of whether Israel's leadership remains aligned with Washington's new objectives. Domestic American politics make this issue more consequential. The Congressional mid-term elections take place just days after the Israeli vote, and in the US of 2026, Israel no longer commands the bipartisan support it once did.

Support for 'Netanyahu's Israel' has declined sharply within the Democratic Party. There are also early (albeit limited) signs that its unconditional support may be eroding among some Republicans, particularly the young and the party's isolationist wing, which opposes prolonged involvement in foreign conflicts. Any renewed escalation in Gaza, Lebanon, or Syria would therefore carry consequences beyond the region; it could also impose an electoral cost in the US, adding to the economic burden of the war with Iran and the closure of the Strait of Hormuz.

Likud's position as the largest party is no longer the decisive question in October. The real test is whether Netanyahu is the right leader for the next phase, in which Washington's priority is to secure the peace that ends the war. Netanyahu's political future is therefore no longer just an Israeli matter; it has become part of a wider struggle over the shape of the Middle East. Voters may not remove him from office, but the fact that his tenure is a factor in US strategic calculations signals the end of an era.

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