The party closest to the threshold is Ra'am, but it is not even close to being in danger. We would have to count 916,502 absentee ballots without finding a single Ra'am vote for the party to fall, and there just aren't that many.
Ra'am did however benefit from the one party to fall beneath the threshold: The New Economic Party could have had enough votes to receive one seat, but that seat went to Ra'am instead.
These are the parties on the verge of losing a seat, if they underperform in the absentee ballots. From most to least likely:
* The #5 seat in Ra'am
* The #30 seat in Likud
* The #7 seat in Israel Beiteinu
These are the parties on the verge of gaining a seat, if they overperform in the absentee ballots. From most to least likely:
* The #6 seat in Meretz
* The #32 seat in Likud
* The #18 seat in Yesh Atid
These are the VSA partners most likely to grab a seat, if the first outperforms the second in the absentee ballots:
* Yesh Atid from Israel Beiteinu
* Yamina from New Hope
* Likud from the Religious Zionist Party
Nobody benefited from their vote-sharing agreements; the outcome turned out exactly the same as it would have without VSAs.
The failure of the Joint List and Ra'am to sign a VSA did not harm them.
The Bader-Ofer law gave the Likud an extra seat at Meretz's expense.
That's all for now. Stay tuned for updates when the absentee ballots start coming in.
If you have questions about the absentee ballots, see this thread:
With the CEC actively tallying the absentee ballots for #Israelex4, let's talk a bit about how the results might change.
The first thing to realize is that nobody knows how the absentee ballots will lean, because this year they include COVID patients and citizens voting in the airport on their way into the country and other demographically ambiguous groupings.
All we know is that there are more of them. You'll see media outlets claim that the absentee ballots this time are worth 11 or even 13 seats.
This is true but misleading: no one party will get 100% of the absentee ballots.
Right now Ra'am's lost seats go to the Likud (2), Yamina, and Sa'ar (1 each).
If we stopped counting votes now, this would be the most damaging fall below the threshold in Israel's history. ALL FOUR SEATS went to right-wing parties. We have never seen a bloc lose more than two.
In advance of reporting on the #Israelex4 results tonight, here's a thread of frequently asked questions that I get every election. I will be adding to it periodically over the course of the day.
Q: Why don't you cover exit polls?
A: Exit polls in any election are problematic; it's well known they are usually less accurate than the final pre-election polls (though Israel's polling moratorium law mitigates that somewhat).
But this cycle's exit polls will be even less useful than usual. Thanks to the pandemic, the CEC set up extra ballot boxes to prevent crowding and infection.
So I will be particularly insistent on ignoring them this time around.
This is the first time in history that the Jewish Home, previously the Mafdal, previously Mizrachi, is not running in the election. It's the first time the letter ב has been freed up. This is the end of an era.
Or not: Apparently the Jewish Home is giving Yamina permission to use the letter ב instead of the letter י that it chose, under the condition that the letter ב will revert to the Jewish Home's ownership next election.