Eastleigh shows why the Tories will struggle to avoid defeat in 2015

If the Lib Dems benefit from an incumbency factor and UKIP splits the right-wing vote, the Tories will be the big losers.

Nigel Farage is crowing about the Conservatives "splitting the UKIP vote", while the Lib Dems brag, "if the Tories can't beat us now, when can they?" Last night was not a good one for David Cameron. One should always be wary of extrapolating from by-elections, which are a famously poor predictor of general elections, but with this proviso, there are two reasons why Eastleigh bodes ill for the Tories' prospects of victory.

The first is that it suggests the Lib Dems will benefit from an incumbency factor in 2015. In those seats where the party is well organised and where it can appeal for tactical votes from Labour supporters, it can still win. This is largely a problem for the Tories, who are in second place in 38 of the Lib Dems' 57 seats, and whose hopes of a majority rest on taking as many as 20 seats off Clegg's party. Eastleigh suggests it will be much harder to dislodge "the yellow bastards" (as the Tories affectionately refer to their coalition partners) than they hoped.

To add to the Tories' woes, the likely collapse in the Lib Dem vote elsewhere will work to Labour's advantage in Conservative-Labour marginals, as Corby demonstrated. If this patten is repeated at the general election, the Tories stand to lose dozens of seats - there are 37 Con-Lab marginals where the third place Lib Dem vote is more than twice the margin of victory.

The second reason why Eastleigh is so troubling for the Tories is that it shows the UKIP problem hasn't gone away. Those who predicted that Cameron's promise of an in/out EU referendum would do little to dilute the appeal of the "none of the above" party were right to do so. UKIP may yet fail to win a single seat at the next general election but it will almost certainly improve on the 3.1 per cent of the vote it attracted in 2010. Again, this is primarily a problem for the Tories, whose voters still account for a greater share of UKIP support than the Lib Dems' or Labour's. At the last election, there were 21 seats in which the UKIP vote exceeded the Labour majority. The prospect of a surge in this number is the main reason why some Conservatives are already urging Cameron to look again at the possibility of a Tory-UKIP pact, an option flatly dismissed by Michael Gove on the Today programme this morning.

Weary of the shackles of coalition, Tory MPs are desperate for evidence that they can achieve the majority that eluded them in 2010. But the resilience of the Lib Dems and the continuing division of the right means the Tories' chances of outright victory are looking slimmer than ever today.

David Cameron with the Conservative Eastleigh by-election candidate Maria Hutchings. Photograph: Getty Images.

George Eaton is political editor of the New Statesman.

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Scottish Labour's defeat to the Tories confirms a political transformation

The defining divide is no longer between left and right but between unionist and nationalist.

It was Scotland where Labour's recovery was supposed to begin. Jeremy Corbyn's allies predicted that his brand of left-wing, anti-austerity politics would dent the SNP's hegemony. After becoming leader, Corbyn pledged that winning north of the border would be one of his greatest priorities. 

But in the first major elections of his leadership, it has proved to be Labour's greatest failure. A result that was long thought unthinkable has come to pass: the Conservatives have finished second (winning 31 seats). For the first time since the 1910 election, Labour has finished third (winning 24). Scottish Labour leader Kezia Dugdale stood on a left-wing platform, outflanking the SNP on tax (pledging to raise the top rate to 50p and increase the basic rate by 1p), promising to spend more on public services and opposing the renewal of Trident. But rather than advancing, the party merely retreated.

Its fate confirms how Scottish politics has been realigned. The defining divide is no longer between left and right but between unionist and nationalist. With the SNP as the only major pro-independence party, the Tories, led by the pugnacious Ruth Davidson, framed themselves as the pro-UK alternative - and prospered. In contrast, Dugdale refused to rule out supporting a second referendum and suggested that MPs and MSPs would be free to campaign for secession. The result was that Scottish Labour was left looking dangerously irrelevant. "Identity politics. Labour doesn't get it," a shadow minister told me. Its socialist pitch counted for little in a country that remains ideologically closer to England than thought. The SNP has lost its majority (denying it a mandate for a second referendum) - an outcome that the electoral system was always designed to make impossible. But its rule remains unthreatened. 

Corbyn's critics will seek to pin the baleful result on him. "We turned left and followed Jeremy's politics in Scotland, which far from solving our problems, pushed us into third," a senior opponent told me. But others will contend that a still more left-wing leader, such as Neil Findlay, is needed. Dugdale is personally supportive of Trident and was critical of Corbyn before his election. Should she be displaced, the party will be forced to elect its sixth leader in less than five years. But no one is so short-sighted as to believe that one person can revive the party's fortunes. Some Corbyn critics believe that a UK-wide recovery is a precondition of recovery north of the border. At this juncture, they say, SNP defectors would look anew at the party as they contemplate the role that Scottish MPs could play in a Westminster government. But under Corbyn, having become the first opposition to lose local election seats since 1985, it is yet further from power. 

In Scotland, the question now haunting Labour is not merely how it recovers - but whether it ever can. 

George Eaton is political editor of the New Statesman.