Cameron's reshuffle is even more hazardous than before

The PM has accidentally stoked vast expectations.

Shortly before everyone in Westminster started talking obsessively about House of Lords reform, they talked obsessively about the likely outcome of David Cameron’s first big cabinet reshuffle. (Sometimes the obsessive talk in Westminster is about things that have a direct impact on people’s lives – the things voters care about. But not as often as they ought.)

Happily for the obsessives, the themes of Lords reform and reshuffle have now effectively merged. There was always speculation that Cameron was delaying making any new government appointments until after the Lords vote, so as to dangle the prospect of promotion and the threat of blackballing in front of potential rebels. If so, it didn’t work out too well as an incentive scheme.

Jesse Norman, the rebel chief, has often been tipped for a ministerial gig of some kind. He has been close to the Cameroons. He quite literally wrote the book on the "big society". He’s clever, politically astute and very ambitious. It should be of some concern to No.10 that he chose to deploy his talents in the service of rebellion rather that government. (The PM is reported to have expressed what might euphemistically be called his disappointment in a moment of finger-jabbing exasperation after Tuesday night’s vote.) Norman, it must be said, is a sincere and erudite enthusiast for all matters Conservative and constitutional. His action against what he saw as an attempt to bodge the upper chamber of parliament was driven by a particular passion, not some cynical discovery of coalition-baiting as sport.

Still, it would be impossible for Cameron to promote him; likewise Nadim Zarhawi, a formerly ultra-loyal MP from the 2010 intake, thought to be a eligible for a first rung on the government ladder, who also rebelled on Tuesday night.

Cameron’s authority in the party is too low for him to be seen to be rewarding flagrant insubordination. Two junior ministerial aides – Conor Burns and Angie Bray – have already lost their jobs over the rebellion; the former jumping the latter pushed. And while officially the Lib Dems have no say in who the PM appoints on his side of the coalition, dispensing favours to the Lords saboteurs would be an extraordinary affront.

It now seems certain – as indeed it has for a while – that the reshuffle will come in autumn. Cameron will want the summer to get some perspective on the turbulent politics of the first half of the year and to think about his strategy for what will, whether he likes it or not, be judged as a re-launch. Chiefly he has to decide whether the emphasis will be on “Modernisation 2.0” – a renewal in some form of plan to change people’s perceptions of what the party stands for and whom it represents or on a more “Authentic Conservative” platform – stressing traditional themes to fire up the base.

Of course, Downing Street aides insist you can do both and that the choice is a false one, but certain signals will inevitably be sent by the decisions about who is appointed to what jobs. Putting Chris Grayling in charge of, say, the Home Office - a job he once shadowed and for which he unsubtly auditions whenever he appears in public - would tilt conspicuously to the right. Finding some modest ministerial niche for Nick Boles – a liberal Cameroon ultra and old friend of the PM – would be a nod to the old modernisation agenda. And then, of course, there are the dilemmas that have lingered around for so long they feel almost stale, but remain problematic: what to do with Culture Secretary Jeremy Hunt and party chair Sayeeda Warsi – two cabinet members who have been the target of ferocious campaigns, one from the opposition, the other from inside the Tory ranks.

The list could go on. Everyone has their pet theory and gossip of dubious origin about the scale, timing and likely content of the reshuffle. A problem for Cameron is that, having left it so long before re-jigging his team, he has accidentally stoked vast expectations. There are too many factions and individuals to be satisfied and the strategic political challenge is too big to be met by a round of musical chairs. The PM finds himself in political air traffic control, with some many ambitious figures - jumbo-sized egos - circling overhead and only a little bit of runway space on which to bring them safely in to land. Far from re-launching the whole project, he will be lucky to pull it off without accident.

David Cameron is set to carry out his first cabinet reshuffle this autumn. Photograph: Getty Images.

Rafael Behr is political columnist at the Guardian and former political editor of the New Statesman

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Cabinet audit: what does the appointment of Andrea Leadsom as Environment Secretary mean for policy?

The political and policy-based implications of the new Secretary of State for Environment, Food and Rural Affairs.

A little over a week into Andrea Leadsom’s new role as Secretary of State for Environment, Food and Rural Affairs (Defra), and senior industry figures are already questioning her credentials. A growing list of campaigners have called for her resignation, and even the Cabinet Office implied that her department's responsibilities will be downgraded.

So far, so bad.

The appointment would appear to be something of a consolation prize, coming just days after Leadsom pulled out of the Conservative leadership race and allowed Theresa May to enter No 10 unopposed.

Yet while Leadsom may have been able to twist the truth on her CV in the City, no amount of tampering will improve the agriculture-related side to her record: one barely exists. In fact, recent statements made on the subject have only added to her reputation for vacuous opinion: “It would make so much more sense if those with the big fields do the sheep, and those with the hill farms do the butterflies,” she told an audience assembled for a referendum debate. No matter the livelihoods of thousands of the UK’s hilltop sheep farmers, then? No need for butterflies outside of national parks?

Normally such a lack of experience is unsurprising. The department has gained a reputation as something of a ministerial backwater; a useful place to send problematic colleagues for some sobering time-out.

But these are not normal times.

As Brexit negotiations unfold, Defra will be central to establishing new, domestic policies for UK food and farming; sectors worth around £108bn to the economy and responsible for employing one in eight of the population.

In this context, Leadsom’s appointment seems, at best, a misguided attempt to make the architects of Brexit either live up to their promises or be seen to fail in the attempt.

At worst, May might actually think she is a good fit for the job. Leadsom’s one, water-tight credential – her commitment to opposing restraints on industry – certainly has its upsides for a Prime Minister in need of an alternative to the EU’s Common Agricultural Policy (CAP); a policy responsible for around 40 per cent the entire EU budget.

Why not leave such a daunting task in the hands of someone with an instinct for “abolishing” subsidies  thus freeing up money to spend elsewhere?

As with most things to do with the EU, CAP has some major cons and some equally compelling pros. Take the fact that 80 per cent of CAP aid is paid out to the richest 25 per cent of farmers (most of whom are either landed gentry or vast, industrialised, mega-farmers). But then offset this against the provision of vital lifelines for some of the UK’s most conscientious, local and insecure of food producers.

The NFU told the New Statesman that there are many issues in need of urgent attention; from an improved Basic Payment Scheme, to guarantees for agri-environment funding, and a commitment to the 25-year TB eradication strategy. But that they also hope, above all, “that Mrs Leadsom will champion British food and farming. Our industry has a great story to tell”.

The construction of a new domestic agricultural policy is a once-in-a-generation opportunity for Britain to truly decide where its priorities for food and environment lie, as well as to which kind of farmers (as well as which countries) it wants to delegate their delivery.

In the context of so much uncertainty and such great opportunity, Leadsom has a tough job ahead of her. And no amount of “speaking as a mother” will change that.

India Bourke is the New Statesman's editorial assistant.