Bullet: The collapse of the Tory Party should be a warning to Reform

At the end of next week, I think politics will look quite different. We’ll have had another TV debate, and this time one in a format that suits Starmer, and I’m sure his team will have pointed out his flaws. Reform, Nigel Farage’s party, will continue their rise in the polls. And, I think, they’ll overtake the Conservatives. Not once in post-war history has the governing party finished third place. It is unprecedented.

Various political analysts have tried to pinpoint where it all went wrong for the Tories. Was it partygate, or appointing Chris Pincher, or electing Liz Truss, or the direction of Sunak’s government, or the shift to the right? My stance is that this disaster for the Conservative Party has been a decade in the making.

To recap: In January 2013, David Cameron went for another term in office – successfully – and fought off UKIP by pledging a referendum on EU membership. That referendum resulted in a vote to leave the EU in 2016, and David Cameron resigned. Theresa May became leader and attempted to deliver her version of Brexit, and called the 2017 election to strengthen her majority. The Conservatives lost their majority, and Theresa May wasn’t able to unite the party on Brexit. In 2019, she resigned and Boris Johnson took over. Again, Johnson couldn’t persuade Parliament to back his version of Brexit. He called the 2019 election, and this time his leadership was about a single issue: getting Brexit done.

That sounds great for Boris Johnson. He enjoyed a popular couple of years in office, firstly delivering on his main pledge, and then leading a highly-approved (at the time) response to the pandemic. But soon, the unity was over. A party united around Brexit, and a country united around getting through coronavirus, now had nothing to unite behind. Boris Johnson introduced levelling up, but this faced two problems. First of all, it was place based, and Conservative MPs represent two very different types of places – think Jeremy Hunt compared to Jonathan Gullis. Second, this was effectively “improve outcomes”. Surely every MP should be united behind better sociodemographic and economic outcomes anyway?

Thanks to partygate – or rather, Boris Johnson’s lying about partygate – the party found itself with no ideology, no goal, and now no leader to unite behind. Cracks begun to show, with traditional Tory MPs finding themselves at odds with the 2019 intake. MPs who had won (and won, and won, and won) their seats based on centre-right politics were in the same party as those who found themselves in a job thanks to Johnson’s personality.

As the Conservative Party began to slip in the polls, it resorted to more divisive policies, and for two reasons – largely due to the aforementioned divisions, but the long Conservative rule meant the party was stale and out of new ideas despite being desperate for them. Not only bad for the country and liberal democracy, these tactics also further divided MPs. The Rwanda plan (which Rishi Sunak didn’t even agree with), the arguments about trans rights, and now national service are all tactics seen as necessity but which do damage to the Conservative Party.

If the Reform Party ever get into government – which I find unlikely in this election cycle, and probably the next, but not an impossibility in the long term – they are likely to face precisely this challenge. They have both an asset and a threat in their Boris-like campaign coalition. A charismatic leader and an easy soundbite to rally around can win power, but it can also cause the demise of a party if not properly planned.

Let’s say Reform get into power with a flagship aim of net-zero migration. They achieve it within 2 years. What next? It is a deeply right wing party that simultaneously supports British institutions like the NHS which is socialist in its roots. Social conservatism isn’t popular in the UK and may not be uniformly popular in Reform supporters. There is no coherent economic view in the party, with agreement on tax and spending coming secondary to immigration figures. Whilst it may enjoy short term electoral success, the Reform Party is in no position for real, long-term government.

Bullet: David Cameron is the symptom. But what of?

September 11 2001 was a good day to bury bad news. It seems Rishi Sunak had the same approach today, but the opposite way around: have some bad news, so create a day to bury it.

Braverman was all over the headlines over the weekend, and it looked bad for him. For a government that promised integrity, breaking the Ministerial Code wasn’t something he could easily forgive, and for a political lightweight such as Sunak, political challengers are something best avoided. Openly forgiving her and allowing her to continue wasn’t an option, and neither was making a significant deal of her resignation. Bringing in David Cameron as foreign secretary probably wasn’t because he is particularly well regarded in foreign affairs – he isn’t – but rather because he needed something to make the headlines today that wasn’t a disaster of his own making. And, frankly, it worked. You may well not be aware that Sunak got a no confidence letter submitted about him today, and you’re not to blame.

This means David Cameron’s return to frontline politics is, effectively, a symptom of Rishi Sunak’s political cowardice, which itself is an almost inevitability of his lack of parliamentary or public mandate. But what does it mean?

To begin with, not only is dragging a former Prime Minister back to hide your weakness a significant symptom of said weakness, but especially so for Rishi Sunak. He has very few political allies he can draw upon. He is seeking to move the Conservative Party away from the socially liberal and optically centrist May-Cameron era. Johnson most likely isn’t a name Sunak wishes to have attached to his own, particularly given that both were issued fixed penalty noticed. Truss is Truss. This is not Sunak drawing on a longstanding ally who is well versed in the relevant area of political life.

Nor is it Sunak shifting his direction of government back to a centrist one, even if Matt Hancock believes it is. For one, Sunak lacks the mandate to make such decisions, as is evidenced by the Braverman situation – he doesn’t have the capacity to pull all the strings of government, only those begrudgingly granted to him by MPs who didn’t put him there but knew Truss had to go. Not only this, but Sunak is doing everything he can to appease the so called New Conservatives – socially conservative 2019 Tories who have a big focus on reducing immigration but also on “gender critical” views – amid a discussion that they’re encouraging Braverman to make a leadership bid. Sunak’s given them a string to pull in the form of Esther McVey. And whilst the meeting didn’t go successfully – Sky News says less than 10 MPs turned up – a loud group of co-ordinated backbenchers probably isn’t great for a weak PM.

There is another explanation of what Cameron’s return may be a symptom of, and I think it may be this in addition to the aforementioned. Sunak has a narrow pool of MPs that won’t cause him problems. Given the reason behind his weakness is his lack of parliamentary mandate, this isn’t surprising – Conservative MPs never actually gave him the go ahead. They just didn’t stop him. His appointment to one of the great offices of state has already caused him some problems, and he’s already almost guaranteed to lose the next election, so he may well be looking for somebody with no leadership ambitions to quietly do their job. I imagine this isn’t an easy feat in any Conservative Party, let alone today’s.

Regardless of the diagnoses, today marks a day where Sunak’s government is diagnosed with something. He can figure out what it is, but there will be new challenges to navigate. What happens if he wants to sack Cameron – or, worse still, his loud backbenchers do? Sunak’s fixed the headlines today, but complicated an already difficult balancing act in the process.

Bullet: The inevitable end for Liz Truss

I now feel confident enough that the end is coming for Liz Truss that I can write and publish this. I’ve thought for a while about how awful she is at speaking, campaigning, governing, and decision making – all the things that are absolutely essential for a Prime Minister. On top of that, she’s polling at around 20% (with another big result expected at 5pm today from Redfield & Wilton), and there’s rumours that there’s 100 no confidence letters already sent to Sir Graham Brady, the chair of the 19222 Committee. This is not something any Prime Minister has survived.

Prime Ministers very rarely get formally pushed out, so while it’s worth bearing in mind that the letters formally can’t be used to oust her, she is likely to choose resigning with some sort of grace over the alternative option – the 1922 Committee having to change their rules to allow themselves to sack you after less than 2 months probably looks worse than saying “It’s clear my ideology isn’t what was needed at the time I was elected, and so I will be offering my resignation to the King.” And, in that sense, I believe that where there is serious and growing doubt that she will survive, that means the decision has already been made.

Jeremy Hunt is expected to entirely reverse Liz Truss’ mini budget, which comes after she put her confidence in Kwasi Kwarteng only to be forced into sacking him. This will look better for Hunt than it will for Truss – and it is quite something when a Chancellor who has been in the job for 2 days and was one of the most unpopular Health Secretaries in living memory announces tax rises and spending cuts, and comes out of it in a better position than the Prime Minister. He’s fixing somebody else’s mess, but Truss’ constant presence through the two Chancellorships and her endorsement of the mini-budget means for her it’s too late.

She has only a mandate from Conservative members, remember. She wasn’t the first choice for MPs for leader – in fact, she came third behind Penny Morduant for the first four of five MP ballots. And, whilst we do formally have a parliamentary democracy where people vote for individual MPs to make the decision for them, it would be foolish to pretend that Boris Johnson isn’t the man who won the 2019 election for the Conservatives, with Jeremy Corbyn being the man who lost it for Labour. Whilst her government has a public mandate, her Premiership does not, and she tell MPs that she won them their seats in a way that Boris Johnson could.

Hunt is also expected to limit Truss’ energy support package. This is the only place where she has the upper hand on Labour at the moment; in PMQs, you will often find her saying “We’re commiting to support for 2 years – Labour’s plan only lasts six months!” If that commitment of 2 years is no commitment at all and entirely dependent on who went in the metaphorical revolving door at Number 11 in the last month or two, where is her upper hand against Labour? It is not funding public services, nor is it low tax, nor is it honesty, nor is it sound decision making, nor is it fiscal responsibility and a strong economy, nor is it stable leadership, nor is it having a likeable leader.

Hunt may be making better economic decisions than Kwarteng, and might even boost his own ratings if he says he’s making tough decisions to clean up the last guy’s mess. But, in doing so he will deliver a fatal blow to Liz Truss that will show within the next fortnight as her economic policy is dismantled by her own party, making her the shortest serving Prime Minister by some considerable distance in modern history. A Conservative Chancellor cleaning up a Conservative mess (against the fundamental ideology of the Conservative Prime Minister) caused by a Conservative Chancellor appointed by a Conservative Prime Minister is not a good luck for the Conservative Party, and it’s much worse for Liz Truss. Her lack of a Parliamentary mandate is coming for her.

Bullet: What Boris Johnson’s result means for the Conservative Party

In 1989, Thatcher had the confiendence of 314 of 374 Conservative MPs. A year later, she left Downing Street in tears. In 2018, Theresa May had the confidence of 63% of Conservative MPs. Six months later, she resigned outside Downing Street in tears. In 2022, Boris Johnson had the confidence of just 58.7% of Conservative MPs. A year later, what will happen?

In the coming days, expect the airwaves to be littered with Raab, Patel, Dorries, and company explaining how the win shows the country wants the Prime Minister to get on with the people’s priorities. They’ll probably talk about how he still clearly has the priority of the government the people elected, and that Labour’s political gains didn’t work. Above all, it’ll be that now is the time to “move on” and “unite behind the Prime Minister” to “get on with the job”.

None of this will actually mean very much. Whatever happens next, Boris Johnson’s critics are emboldened, and his supporters are weakened. Whilst you’re not going to see many voters remembering that Boris Johnson got 211 votes for and 148 votes against, the Tory party will be quietly remembering. The condition of support for the Prime Minister will slowly but surely go unrealised, and the party will be a party that no longer gets things done. Public calls for unity will be going to the wrong people, with MPs not changing their minds. Those who vote no this evening will likely hold that position for the remainder of his premiership. From public statements, it is clear that the no decision is taken after much more consideration than a yes one. In other words, the Tory Party will be no more unified than it is this evening for the rest of Johnson’s leadership, even if its division is quieter.

It’s hard for me to predict how Johnson will go, as this isn’t a matter of policy but rather a matter of character. With Theresa May, there was a failure in her flagship policy which forced her into stepping down – a clear pinnacle of what had brought about the confidence vote. With Johnson, this might not happen. Sure, he might break the law again, or the ministerial code, but I doubt it. I’ve a feeling it may come down to an election. Where Mrs May had a moment where it was clear her Brexit failures were sticking around, Mr Johnson may have a moment where it’s clear his character flaws are doing the same. Keep an eye on June 23rd, but don’t expect it to be monumental.

That’s why I think the death of the premiership will be a slow one. A slow realisation that Labour’s lead isn’t going anywhere (so, please, don’t fuck it up, Mr Starmer). A slow realisation that 2019 was a one off win for Johnson. A slow realisation that a suit and tie Tory is electorally better than a wine and cheese one. People will begin to realise the government is sad and limp, but there won’t be an event that kills it off. The Johnson government is terminally ill, but won’t be euthanised. Maybe there’ll be a week or a few of hospitalisation before it passes where things are dire, or maybe the party will realise that killing a wounded animal can be more merciful than forcing it to suffer. It could cling on until Labour kills it. But, make no mistake: I believe this to be a diagnosis that this government won’t be healthy again.

And so, with the exact end of Johnson unknown, I turn to post-Johnson and look at his successor. The Tory Party turning from such vocal support of good old Boris to a desperate attempt to rebrand themselves will be interesting at least. This isn’t impossible – look at Starmer’s Labour. But also remember the “Same Old Labour” tweets from the Tories; they know how damaging it is to say that a party hasn’t moved on from its unpopular previous leader. The big names in the Tory Party are the pro-Johnson ones, so the next leader will have to be chosen carefully. Where May’s front bench could be elected as leaders with different Brexit policies, Johnson’s front bench may be unpopular amongst backbenchers and rebels. My guess is Hunt – name recognition, few scandals or baggage, and ministerial experience.

Whatever happens, a random Monday in June has changed British politics for the next few years. Johnson may cling on until the next election or he may be forced out within months, but I can say with a significant degree of confidence that Johnson has no more than half a term left regardless of how his leadership comes to an end. Remember, of 359 Conservative MPs, he only has the support of just over 200.

Bullet: The confidence vote in Boris Johnson

There’s a reason that you hear stories of employers telling people if they don’t resign, they’ll be fired: resigning is a lot more pleasant than being fired. There’s a reason I say this. If Boris Johnson genuinely feared he’d be kicked out of office, he’d probably have resigned by now. I’d be careful about buying into the hype that today is Johnson’s last day.

There’s a few reasons this could shape out to be a little different (and I certainly hope it does), but I think it rings true nonetheless. That means that this vote isn’t one to watch believing it will change much externally. Glue yourself to BBC News, but don’t do so with a genuine belief that his time in office has come to an immediate end. At the end of today, the chances are that Boris Johnson will still be Prime Minister (even though a win today will leave him weaker than he was last week), and most of the public won’t really care that much about the numbers. They’ll see the vote, win or lose, and move on with their lives. That’s why I believe the best way to look at this is from within the Conservative Party, and how this could spell change in politics over the coming months and years.

So, let’s say he wins. This is the most likely outcome in my view. The big bit of news his how comfortably he wins and what this means. A comfortable win not only gives Boris Johnson safety, but also signals something wider: the Conservative Party have no intentions of distancing themselves from Boris Johnson after the Sue Gray report. That’s not to say they won’t ever, and it’s not even to say they won’t before the next general election. But it does make clear that, right now, the Conservatives are the party of Boris Johnson. Labour can use that to their advantage in the future. When Boris Johnson is no longer leader and if the party makes an effort to move away from him, a comfortable win today will be a reminder that they were more comfortable with a lawbreaker than they were with an electoral liability.

If he wins by a narrow majority, things don’t look good either. It gives hope to rebels that they’ll be able to get rid of him. Whilst he’s protected from a VONC for a year, Britain’s only two female Prime Ministers Thatcher and May both resigned well within that yearly time frame. Yes, he’s protected, but divided parties don’t win elections, and Tories get rid of leaders that don’t win elections. If the vote diagnoses the party as one divided, it may spell trouble for the Prime Minister, as he becomes aware that he could be doomed to lose the next election. Remember that a narrow win amongst those who once almost unanimously did not oppose him is no real win at all.

The 2019 intake is a big group to watch, as these are the MPs that are there because of Boris Johnson, and their support or lack of will be at least somewhat reflective of the views in the red wall. This will have its limits, as an MP of any party won’t be completely reflective of their constituency, but a big loss of support from these could send a message to the rest of the party: Boris Johnson won’t win these seats again. The entire vote should be seen as a series of messages from some Conservative MPs to others – some groups and individuals will be announcing that they still believe they keep their seats because of Boris Johnson, whilst others believe they do so despite him.

The timing of this is significant for Conservatives wanting to cling to their seats, too. Boris Johnson had a big success in 2019, but has suffered a big defeat in 2022. His plea to MPs is that things will get better, and that he’ll soon enough return to the 2019 glory days of Conservative support. Winning this can put partygate behind him, he argues. But in just 17 short days, he faces two by elections from very different demographics – the classic Conservative stronghold of Tiverton and Honiton in Devon, and Wakefield which was gained by the Tories in 2019. A bad performance in one of these, let alone both, is bad news for the Conservatives in the future. They may well be aware that if they don’t get rid of him today, they can’t get rid of him post-election. This is made worse by polling in Wakefield suggesting the Tories would get roughly what they got there in 1997 when Blair won a landslide – 28%, which is almost 20 points down compared to 2019. Votes against the Prime Minister may well be “shit, I’m at risk” votes, rather than “I like public standards” votes. Those who support Johnson will also be aware that the Conservatives are behind in the polls, and will be supporting him on the condition that things improve electorally when (if ever) all this party stuff is behind him.

This is why I’d be wary of predictions by Labour optimists that Johnson will call a general election. If Labour supporters are hopeful he’ll do it, it’s all the more reason he won’t. Early general elections are for parties that are doing well in the polls and don’t want to risk a fall, not for those who wish to strengthen their mandate after a period of weak performance. Ask Theresa May how well it went for her. The real thing we should be watching is can Boris Johnson win back support that is shown as lost this evening? If he can’t, that’s when I predict his days as Prime Minister will be behind him. The reason I hesitate to give him a year’s timeframe is that I don’t think his end will be a VONC as it won’t be brought about by something new but rather an old issue lasting, and he’ll be pressured into resignation.

The long and short of this is that Boris Johnson will probably win, and he probably won’t call an election. He’ll be Prime Minister tomorrow and Conservatives will be in power for a while yet. But, the rebellions may be bigger than expected and spell doom for the Prime Minister in the long run, with some Tories realising they’re at risk. The real speculation worth paying attention to is not that there’ll be a general election, but that things will either get better or dramatically worse for Mr Johnson. The coming months are make or break for Johnson’s premiership.

P.S. If he resigns today, he’ll have lasted one day less than Gordon Brown, and I think that’s quite cool.

Introducing Bullet

I started my blog as an outlet to write my thoughts on a lot of things, and I’m so grateful I did. Whilst I’ve taken a step back on it for the last couple of months, I want to continue. But, sometimes, writing long pieces on abstract or niche topics can be a bit tiresome, for both me and I imagine you. So, I’ve created Bullet. Bullet aims to do two things: give me a sense of urgency so I keep writing, and give you better quality analysis on more topical things in shorter posts.

My plan for Bullet is to keep it as topical and sharp as possible. Bullet will try to avoid life stories and waffle, and keep the writing to getting across the story and my thoughts. This will hopefully keep everything as accessible as possible, whilst still including my knowledge and experience of politics and the world. Bullet won’t follow a schedule or timetable. When a topic comes up that I want to give short, good quality analysis on, Bullet will be my way of doing that. It will be more topical than my regular blog, but still through my signature pragmatic left viewpoint.

That’s it for the first Bullet. Subscribers of my blog will continue to get all my posts and Bullets straight to their inbox (and you can subscribe on the right hand side of this page if you haven’t already). Finally, you can see all my Bullets at lewiscompton.wordpress.com/bullet.

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