Your Election Night yardstick

It could be a long night.  Results will be coming in rapid fire from Cape Breton to Cape Scott.  How to make sense of it all?

Here are five charts to help you follow along on election night.

Chart 1: 2015 federal elections results by region

Screen Shot 2019-10-21 at 7.27.25 AM.png

In 2015, Justin Trudeau’s Liberals took 184 of 338 seats – a majority is 170.  As the chart above shows, the Liberals swept the Atlantic and North (35 for 35), took a majority in Québec, two-thirds of Ontario, and a bigger slice than usual on the Prairies and B.C.

Chart 2: Conservative pathway to victory

Screen Shot 2019-10-21 at 7.38.12 AM

During the campaign, I wrote about the potential pathways to power for the Conservatives, based on historic examples from Diefenbaker to Harper.

Winning 160 seats is a ‘stretch goal’ tonight, and if Andrew Scheer’s Conservatives pull it off, it will likely be because they won three-quarter of the seats from B.C. to Manitoba, and took at least half of the seats in Ontario.

Chart 3: Liberal pathway to a majority

Screen Shot 2019-10-21 at 7.37.02 AM

No one is really talking about the prospect of a Liberal majority and appears quite unlikely unless there is a last minute surge.  I looked at the ways Liberals have won in the past. A minority may look like Paul Martin’s win in 2004, but if they come close to, or pull off a majority, it may look like this:

  • Hold support in Central Canada
  • Limit losses in Atlantic Canada and the West to about 12-15 seats

Chart 4: the ‘over-under line’

Slide1

No party has won a majority government with less than 38% of the popular vote.  It’s not impossible, but it hasn’t happened yet.

No party has won a plurality of seats in past 60 years with less than 35% of the vote.  Perhaps tonight is that night.

See What is the magic number for a majority in #Elxn43? and A deeper dive into the conditions for majority and minority governments.

Chart 5: the B.C. Battleground

Screen Shot 2019-10-06 at 9.26.43 PM

The first campaigns of Pierre Trudeau and Justin Trudeau were the high water marks for Liberals in British Columbia between 1968 and 2015.  During most of that time, the leading conservative party had the plurality of seats, with two NDP exceptions.  Will the Liberals be able to hold 2015 gains tonight? Will the Conservatives return to historic patterns? Will the NDP hold its own and surge to a plurality in B.C.? Will the Greens add to their current tally of two seats?  And what about JWR?

See two posts on the BC landscape:

Tune in tonight to Global BC’s election night coverage.  See you there.

Vegas for political nerds – where the ‘smart money’ is going in #elxn43

It’s Vegas for political nerds. It’s one thing to read the polls, listen to your gut, and have a prediction.  But what about putting hard-earned, cold cash on the line? That’s exactly what UBC’s Sauder School of Business offers with their Election Prediction Market.  You can invest up to $1000 to test your theories.

The prediction market has been taking place in one form or another since 1993.  Here’s why they do it:

The exclusive purposes for conducting the prediction markets are teaching and research. Participants learn first-hand about the operation of a financial futures market and, because they have an added incentive to do so, learn more about the political or economic events associated with the contracts. As a research project, our markets generate valuable data that provide insights into market and trader behaviour.

There are four markets where you can bet:

Popular Vote Share Market

This is my least favourite as the bettors slavishly follow the latest poll results.  Sometimes you will see some sentimental investing, but the results basically mirror poll aggregators.   The payoffs aren’t great unless the pollsters are very wrong.

As the chart below indicates, the betting lines have closely mirrored public opinion during the writ period.  In the past 7 days, the Liberals have traded at a high of 33.69% and the Conservatives peaked at 33.88%. The NDP fever crested at 18.98%, but miserly traders currently peg them at 17.54% (no more Jagmentum, says the market).

Screen Shot 2019-10-17 at 7.52.59 AM.png

Seat Share Market

This one is more interesting and has more volatility.  Right now, the market has the Liberals and Conservatives both at about 39 cents, based on 132 seats each in the House of Commons.  There is likely some betting upside for one of the parties.

The NDP are trading at 11 cents, which translates to 37 seats.  This seems high.  If only I knew how to short sell.  The Bloc Québécois comes in at 10 cents or 34 seats, while the Greens are a penny stock (1.25 cents), translating to 4 seats.  It’s depressing when an historic breakthrough is only trading for a penny!  They don’t even make pennies even more.

This market has seen the NDP move from a low of 7 cents to almost 12 cents in the past week, while the Liberals have dropped from 47 cents to 39 cents.

Screen Shot 2019-10-17 at 8.02.46 AM.png

Parliamentary Plurality Market

Now, here’s a place to make 2:1 on your bet.  Only one party can win a plurality so it’s feast or famine.  The Liberals have moved from 71 cents to 50 cents over the past week, while the Conservatives have moved up from 31 cents to 46 cents.

Screen Shot 2019-10-17 at 8.19.43 AM

With the Conservatives and Liberals both in the 50 cent range, that’s a tidy payoff if you get it right.

Majority Government Market

The market has moved away from a majority government during the writ period.  Now, “any other outcome”, ie. minority government, is trading over 76 cents.  Still, if you are convinced that is the likely outcome, it’s still giving you in the neighbourhood of a 30% return.

Screen Shot 2019-10-17 at 8.21.12 AM

A Liberal majority is trading at 12 cents and a Conservative majority is trading at 10 cents.  Wouldn’t it be nice to get an 8:1 or 10:1 return on your investment.

The market is moving all the time so be quick if you see an opportunity.

The OVERWHELMING CONSENSUS is that there will be a minority government. We know the Holy Trinity – public pollsters, pundits and political scientists – are never wrong and would never lead the market astray!

Uh, so this was the 2013 BC election prediction market:

Screen Shot 2015-10-14 at 11.32.35 AM

I can tell you there was a very sweet payoff.  More than 10:1.

The prediction market at least proves one eternal truth.  There is a sucker born every minute, 19 times out of 20.

Where does the NDP pathway lead?

Jaggernaut.  Jagmentum.  Jagmeet Singh has been the story of the campaign since the English-language debate – in English Canada – where the NDP, for most of its history, has won its seats.

Until 2011, the NDP’s political game plan was all about Canada outside Québec – the rest of Canada (ROC). It has only won multiple seats in Québec twice – the previous two elections.  Historically, NDP vote in ROC ran far ahead of its vote in Québec. But in 2011 and 2015, that equation changed, with NDP vote in ROC running behind the national number, because of NDP strength in Quebec.

Table 1: NDP popular vote and seat share (1997 to current poll estimates in 2019)

Screen Shot 2019-10-14 at 10.29.59 PM

Layton’s Quebec surge of 2011 did not translate the same way in ROC. Even at its peak in 2011, the NDP was only at 26% of the vote in ROC, which translated into the NDP winning only 19% of ROC seats, running well behind the Harper Conservatives. Happily for the NDP in that election, 59 seats of the 75 seats in Quebec went orange, more than doubling their best-ever seat count in a federal election.

In 2015, the NDP plummeted in ROC from 26% to 18% – a lower level than all four of Jack Layton’s elections between 2004-2011, and resulted in only 11% of the seats from ROC.  – half of those (14) were in British Columbia.  The remaining seats were in Alberta (1), Saskatchewan (3), Manitoba (2), and Ontario (8).  

Table 1: NDP by the numbers in Canada and ROC (1997-2015)

Screen Shot 2019-10-14 at 10.38.33 PM

Jagmentum?

Clearly, the NDP leader has been the recipient of well-deserved positive media coverage since the English debate, and he has campaigned well throughout the writ period.  How does it translate into seats?

In ROC, the NDP looks to be at or above where it finished the 2015 election under the leadership of Thomas Mulcair.  However, they will likely lose all or almost all of their 16 seats in Québec.  That’s a lot of seats to make up in ROC, especially when they are still a fair distance below the historic ROC highs of Jack Layton’s 2011 campaign (44 seats) and Ed Broadbent’s effort in 1988 (43 seats in ROC).  In other words, to come out even in this campaign with 2015 (which was a disappointment that caused the resignation of Mulcair), Singh will have to pull off a record performance in ROC.

Even if Singh’s NDP pushed it to Laytonesque levels (26% in ROC), the NDP would still be far behind the major parties.  As it sits right now, the NDP may be the fourth place party in the House of Commons behind the Bloc Québécois.

The more impactful consequence may be the NDP feasting on Liberal votes in suburban battlegrounds where the Conservatives stand to benefit.  NDPers can also rightly assert that their rise may come at the expense of Conservatives in other places, such as the BC Interior where two NDP incumbents face tough re-election battles.

The campaign momentum is surely a welcome reprieve from the doom many NDPers feared.   To their credit, the federal NDP has finally shaken off its extended phase of self-destruction and unsteady start of Mr. Singh. It was only four years plus a month ago that the NDP were on the very verge of power with Thomas Mulcair.  Now, here they are celebrating momentum that will deliver, what, 30 seats?   Singh’s comeback started with winning the Burnaby South by-election, and, now, the NDP has stabilized itself on a footing very consistent with its history, but a long way from what a 2015 pathway looked like: Quebec domination plus seats in all regions.

So, who is really cheering Jagmentum in the final week? Scheerly, you can figure that out.

Liberal pathways to victory

If the Big Red Machine rolls to victory on October 21st, how will it be done? Regional seat balances have been like whack-a-mole this election.  In this post, I look at examples of Liberal wins, and the regional coalitions they were based on, since the 1960s – and which of these scenarios Justin Trudeau’s Liberals might emulate this time.  (See my recent post on Conservative pathways to power).

Will it be:

  • Lester Pearson’s near miss in 1965
  • Pierre Trudeau’s close shave in 1972
  • Pierre Trudeau’s Central Canadian Special in 1980
  • Jean Chrétien’s ‘Ontario, baby!’ win in 1997 (a model he used three times), or
  • Paul Martin’s missing majority in 2004
  • Or a repeat of the all-in majority of 2015?

Pearson 1965: the near miss

Lester_Pearson_1957.jpg

He loved baseball but couldn’t hit the home run in 1965

Lester Pearson won a minority in 1963, defeating John Diefenbaker’s minority government that was elected in 1962.  The 1965 campaign was their fourth battle and Diefenbaker seemed out of gas.  Pearson recruited three star candidates in Québec by the names of Pelletier, Marchand, and Trudeau.  Despite boosting support there, Diefenbaker stubbornly clung to support in the rest of Canada (ROC), and rolled back Liberal support to some extent in the west and Atlantic Canada.  The math came up a little short with Pearson winning 49% of the seats (131 of 265).  Tommy Douglas’s NDP held the balance of power along with the Social Credit/ Créditistes.  Pearson won almost three-quarters of Québec, a majority in Ontario, but did poorly in the West.

Won big in Quebec, majority in Ontario, but lost badly in the west

PET’s close shave in 1972

Screen Shot 2019-10-12 at 2.02.07 PM.png

Land was Strong, but campaign wasn’t

Pierre Trudeau’s first win was in the height of Trudeaumania in 1968.  He won two-thirds of the seats in B.C. along with a strong showing in Central Canada.  By getting more out of the west, he had done what Pearson couldn’t do – win a majority.

The mood soured by 1972.  In the rematch with Progressive Conservative leader Robert Stanfield, Trudeau’s Liberals were very much on the back foot, and reduced to 38% of the vote and 109 seats in a Parliament of 265 members.  The Liberals sunk below thresholds that Pearson had won with in 1965, scraping by with a two-seat margin over the PC’s because of its strength in Québec where they won over half of their seats (56).

Won big in Québec, lost majority in Ontario and Atlantic, lost badly in the west

PET’s Central Canadian Special in 1980

Screen Shot 2019-10-12 at 2.20.33 PM.pngIn his fifth and final election campaign, Pierre Trudeau drove the Central Canadian Special right down the gut of Canada’s electoral map, winning a majority with 147 of 282 seats (52%).  He took 99% of the seats in Québec and a majority of seats (55%) in Ontario.  He had a little help from the Atlantic too, where  he had a better result (59%) than the previous two examples.  In the west, the Liberals were virtually extinguished, winning two seats in Manitoba.  Nuttin’ in BC, Alberta, or Saskatchewan.  Blanked in the North as well.

Dominated Québec, majorities Ontario and Atlantic, nowhere in the west

Jean Chrétien’s ‘Ontario, baby!’ in 1997 (and 1993 and 2000)

Screen Shot 2019-10-12 at 2.17.22 PM.png

“Ontario was really good to me, like really really really good”

In his first re-election campaign, Jean Chrétien’s Liberals took 155 of 301 seats for a majority.  It was not the mandate that Chrétien received in 1993 but it was still a majority.  No party has ever relied upon one region so thoroughly as the Liberals did in this campaign – Ontario – where they won 101 of 103 seats.  Ontario accounted for 65% of the Liberal Caucus.  This was due to a stubborn vote split where the PC’s and Reformers played chicken with the Liberals coming out on top.  Even the NDP couldn’t figure out how to steal some seats from the the wily Shawinigan fox in Ontario.  Unlike PET and the Central Canadian Special, Chrétien only won about one-third of the seats in Québec, and also failed to win a majority of seats in the Atlantic and the west, though he had a much stronger showing in the west and north than PET did in 1980.  Chrétien’s Ontario, baby! formula was entirely based on the opposition’s lack of unity.  Though it worked three times, it was not sustainable.

Dominated Ontario, got enough from Québec, Atlantic, and west to reach majority

Paul Martin’s missing majority in 2004

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And now the opposition gets organized?!

Paul Martin looked like an unstoppable force when he won the Liberal leadership in 2003 but he was bedevilled by lingering scandal from the decade-old Liberal government.  New Conservative leader Stephen Harper chipped away, as did new NDP leader Jack Layton.  The opposition was now much stronger than the Chrétien years.

Martin did better in the Atlantic and came in about the same in the west as Chrétien, but he could not replicate the Ontario dominance and fell a bit in Québec.  Losing 31 seats in Central Canada cost him the majority.  Under any other circumstance, winning 70% in Ontario would be a huge accomplishment but it wasn’t the 98% that Chrétien had, and he couldn’t make those seats up in other regions.

Strong majority in Ontario and Atlantic, weak in Québec and the west

Justin Trudeau’s all-in majority in 2015
Justin Trudeau’s majority in 2015 (54% of seats) was unlike these other examples.  It was much more balanced than his father’s majority in 1980 – not as dependent on Québec and much stronger in the west, winning almost 30% of the seats there (the most of any example discussed).  Justin won two-thirds of the seats in Ontario, half in Québec, and 100% in Atlantic Canada.  There were no glaring regional weaknesses.  Of all the examples, this was the most regionally representative.

Strong majority in Ontario, dominant in Atlantic, majority in Québec, competitive in west

Chart 1: Results from six Liberal wins (popular vote %, and seat %)

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What it means for Justin Trudeau, this time

Screen Shot 2019-10-13 at 1.19.16 PMThe examples discussed demonstrate that you can win by utterly dominating a large region, as PET did in 1980 and Chrétien did in 1993, 1997, and 2000.  However, if there’s not domination, there must be some regional balance.  Justin Trudeau’s pathway is regional balance.

It looks like it will be very difficult to replicate the regional strength he had in 2015.  Seats will be given up in the Atlantic.  The Bloc Québécois is a stronger contender this time making it difficult to hold 40 seats (not impossible).  The likely pathway to victory is a strong majority of seats in Ontario and Atlantic, bolstered by getting enough seats out of Québec and the west to win a plurality.  Without regional dominance, it depends on broad popular support, which works on a rising tide, but can be fatal when the tide goes out.  The Liberal 2019 position looks very similar to the regional shape of Paul Martin’s 2004 results.  It does not look like 1972 when PET nearly lost his first re-election bid.  Justin Trudeau is much stronger in ROC, but weaker in Québec than his father.  The final week will show if the Liberals can stay on a pathway to victory.  Like the Conservative pathway, it is not an easy one.

**

Table 1: Results from six Liberal wins

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BC’s photo finish: translating votes to seats

British Columbia will be fascinating to watch on election night. As advance polls open, there has been a struggle between the Liberals and Conservatives to emerge as a clear leader, while the NDP appear to be on the move post-debate.  The Greens maintain a strong presence on the Island that could be converted into a bushel of seats.

When you see these poll numbers bouncing around, how do they convert to seats?  I thought it would be ‘fun’ to play with numbers today.

Screen Shot 2019-10-11 at 5.11.30 PM.png

Four parties (and an independent) in the hunt for seats in BC. It’s that close, it seems.

In ‘BC Battleground’, I wrote about the key regions.  In particular, the Lower Mainland outer suburbs and Vancouver Island are very volatile.

A political sniffle can lead to an electoral coma for parties mired in three and four way battles.

When we forecast results, they are based mainly on the result of the last election, adjusted to potential 2019 scenarios.  When it’s all said and done, the seats normally follow a similar pattern.  The ranking of seats, party by party, doesn’t usually shift that much from election to election (a party’s best and worst seats tend to be consistent, such as the NDP in East Van, CPC in Peace River, or Liberals in Quadra). Over time, yes, coalitions shift and parties evolve, winning in places that are new, and losing in places that used to be strongholds.  That pattern usually takes a few cycles.

Assuming patterns are fairly consistent to 2015, we can look at how seat totals might play out based on popular vote.  This does not take into account special local factors.

Reminder that in 2015, the seat totals in BC were:

  • 17 Liberal
  • 14 NDP
  • 10 CPC
  • 1 Green

Scenario 1: Three-way tie, with Greens trailing in fourth

CPC Lib NDP Green
Vote% 26.5% 26.5% 26.5% 16.0%
Seats 12 13 16 1

Despite the three-way tie in popular vote, the NDP has an efficiency advantage, mainly based on winning, like they did in 2015, six of seven seats on the Island with about one-third of the vote.

Scenario 2: Top 2 CPC and Liberals, NDP third, with Greens trailing in fourth

In 2015, the Liberals won popular vote in BC by 5.5%.  This scenario has the CPC tying the Liberals, with NDP trailing by about same amount as 2015.

CPC Lib NDP Green
Vote% 28% 28% 23% 16.0%
Seats 14 14 12 2

Both Conservatives and Liberals vote breaks evenly into seats with NDP punching above its weight due to the Island.

Scenario 3: CPC lead over Liberals, NDP third, Greens trailing in fourth

If the Conservatives take a 4-point lead over the Liberals, the math starts to move.

CPC Lib NDP Green
Vote% 30.0% 26.0% 23% 16.0%
Seats 17 11 12 2

Seat pick ups increase in the outer suburbs of Vancouver for the Conservatives, levelling that region which the Liberals dominated in 2015.  The Liberals would hold most of their Vancouver-urban core seats.

Scenario 4: Liberals lead Conservatives, NDP third, Greens fourth

Scenario 3 is flipped to a Liberal 4-point lead, holding the NDP and Greens constant.

CPC Lib NDP Green
Vote% 26.0% 30.0% 23.0% 16.0%
Seats 10 17 13 2

Scenario 5: NDP falters, Greens rise

The previous four scenarios have the Green constant at 16%.  This scenario moves them to 20% and the NDP to 22%.

CPC Lib NDP Green
Vote% 27.0% 27.0% 22.0% 20.0%
Seats 14 14 10 4

The Island is very dynamic in terms of vote splits.  If the Greens rise over there (with 20% province-wide indicating a popular vote on the Island of over 35%), then NDP seats fall to the Greens, at least on the Lower Island.

Scenario 6:  One party blowout

It would take a 10%+ lead in the popular vote for any one party to grab 50% of the seats (21 seats).

Blue crush

CPC Lib NDP Green
Vote% 35.0% 24.0% 22.0% 15.0%
Seats 22 9 9 2

Big red machine

CPC Lib NDP Green
Vote% 24.0% 35.0% 22.0% 15.0%
Seats 5 23 12 2

Jagmentum

CPC Lib NDP Green
Vote% 24.0% 24.0% 33.0% 15.0%
Seats 9 11 21 2

Green armageddon

CPC Lib NDP Green
Vote% 15% 15% 15% 50%
Seats 0 0 0 42

I mean, isn’t Green armageddon just inevitable?  Who doesn’t want unicorns and rainbows?

Local factors

The seat modelling ignores that Paul Manly won the Nanaimo-Ladysmith by-election for the Greens, that the Conservatives fired their Burnaby-North Vancouver candidate, that the Liberals fired candidates in Victoria and Cowichan last election, thus lowering their base for this model.  It also does not account for a candidate by the name of Jody Wilson-Raybould.  So, yes, local factors can confound the model, but the model overall speaks truth.  Due to our system, the votes have to land somewhere. When you see fortunes rise and fall in the polls, the seats will follow.

It seems that close.  We’ll see which scenario prevails.

The BC Battleground

British Columbia has 42 of Canada’s 338 seats. When the votes are being counted on the evening of October 21st, British Columbians may push one of the contending parties into a plurality, or even a majority.

In 2015, the Liberals won the most seats in British Columbia for the first time since 1968. Heading into BC on election night, the Liberals were three seats short of a majority. A record 17 Liberal seats west of the Rockies gave them a majority, and a comfortable one at that.

Table 1: 2015 BC results and current standings

Party Vote Seats At dissolution Incumbents seeking re-election
Liberals

35%

17

17 (1 gain, 1 loss) 16
CPC

30%

10

8 (1 loss, 1 vacant) 8
NDP

26%

14

13 (1 loss) 10
Greens

8%

1

2 (1 gain) 2
Independent JWR 1

Between 1968 and 2015, the leading conservative/right wing party – whether that was Progressive Conservatives, Reform Party, Canadian Alliance, or Conservative Party – had the plurality of seats in BC 11 out of 13 times.  Through most elections, the blue team has been at the top while the NDP and Liberals flipped positions.  In the 1970s and 1980s, the Liberals were mainly in decline due to a strong sense of western alienation and atrophy of the party’s base in BC.  In the 1990s, when the NDP were in power provincially (and unpopular mostly), federal NDP vote plummeted while the populist Reform and Alliance campaigns surged – a populist crossover – demonstrating that BC voting is not strictly a left-right continuum.  The Liberals also gained during this time, but plateaued between 1993 and 2006.  As the NDP regained strength post-2001 (now out of power provincially), the Liberals slipped again, this time reflecting the party’s woes nationally. It all changed in 2015 when Justin Trudeau brought it full circle back to 1968.

Chart 1:  Popular vote and seats in BC from 1968 to 2015

Screen Shot 2019-10-06 at 9.26.43 PM.png

Liberal (red); NDP (orange); leading conservative party (blue): PC (1968-88); Reform (1993-97): Canadian Alliance (2000); Conservative (2004-15)

2019 context

The Conservatives will be looking to restore the historic pattern and win a plurality of seats, as they have consistently done over the years.  The Liberals hope to make the 2015 election a new, sustained pattern.

The NDP will be looking to BC for survival. With its gains in Quebec evaporating, the NDP is desperate to hold its remaining 28 seats in English Canada – half of which are in BC. 

The Greens have an opportunity to grow their caucus from two to five or more on Vancouver Island. Just like the Nanaimo byelection, it requires traditional NDP voters – and Liberals – to move over to the Greens.

BC’s regional picture

While BC has 42 seats overall, the federal election will play out in four regions that have unique battlegrounds.

The Lower Mainland has a majority of seats and is multiculturally diverse. Within the Lower Mainland, there are key differences, similar to core Toronto seats and the 905.  The urban core (Vancouver and adjacent communities) have different characteristics than the outer suburbs and Fraser Valley – different housing density, immigration patterns, and transportation habits, for example.

While both regions are more rural and less multicultural than the Lower Mainland, they have very different voting patterns. Vancouver Island leans granola and the Interior/North leans hardhat.

Vancouver Island

The Island’s seven seats may elect representatives from four separate parties. The NDP managed to win 6 of 7 Island seats with only 33% of the vote, a very efficient result, but one that puts them on the edge of major losses if they fall back in public support. The Greens proved this point in the Nanaimo-Ladysmith byelection, catapulting over the NDP to win their second seat.

Table 2:    Vancouver Island 

2015 Vote%

2015 Seats At dissolution

Incumbents seeking re-election

NDP

33%

6 5

4

Greens

24%

1 2

2

Liberals

21%

0 0

0

Conservative

21%

0 0

0

Elizabeth May is the safest MP on the Island.

Jagmeet Singh is not well known on Vancouver Island and is under significant pressure to hold the NDP’s remaining five seats. The NDP held off a strong Green charge in Victoria in 2015 due to the strength and popularity of MP Murray Rankin. He’s not running again and his successor lacks his personal standing. Of the NDP’s four remaining ridings, the NDP won two of them with 35% of the vote and the other two with 38% to 40%. They are all vulnerable to a Green surge that could either overtake them or split the vote and elect a Conservative, or even a Liberal.

The Liberals are keying on Victoria, a seat that Liberal David Anderson held between 1993 and 2006, and look longingly at Esquimalt-Saanich-Sooke, which erstwhile Reform/Alliance MP Keith Martin won for the Grits in 2006. Anderson and Martin had strong personal brands so it remains to be seen if the Liberals can win with lesser-known candidates.

The Conservatives are likely pinning their hopes on Courtenay-Alberni and North Island-Powell River. These ridings are more resource dependent and less urban, and overlap with areas where the provincial BC Liberals are strongest. The Conservatives will be in the conversation in Nanaimo-Ladysmith, Cowichan-Malahat-Langford, and Esquimalt-Saanich-Sooke, where vote splits could deliver a Conservative win with 28%-30% of the vote.

Upshot:
A Green ‘breakthrough’ would be a minimum of 3 seats.

A ‘successful’ NDP salvage mission would be maintaining a minimum of 3 seats. Holding 5 seats would be a remarkable accomplishment considering the low expectations.

The Conservatives need a minimum of two gains to contribute to a winning plurality nationally.

The Liberals will be happy with one seat. The action is elsewhere for them.

Vancouver Core

Thirteen seats in the western portion of the Lower Mainland, around Vancouver’s urban core including the North Shore, Burnaby, and Richmond, strongly favoured the Liberals and punished the Conservatives in 2015.

Table 3:    Vancouver Core  

2015 Vote

2015 Seats At dissolution

Incumbents seeking re-election

Liberal

44%

8 7

6

CPC

26%

1 1 1
NDP

24%

4 4 4

Green

5%

0

0

0

The NDP won four seats in this area due to a concentration of vote in historically strong seats. The Greens are not a contender in any seats on BC’s mainland.  If they get close anywhere, it would probably be West Vancouver-Sea to Sky-Sunshine Coast where they have some history of strong showings and the absence of an incumbent.

There is limited opportunity for the Conservatives to claw back seats in 2019 in this area, but Steveston-Richmond East will be highest on its list. It’s a rematch between the 2015 Liberal and Conservative candidates. Liberal MP Joe Peschisolido is a former Canadian Alliance MP and Reform Party candidate, a maverick, who has been an active campaigner in Richmond for almost twenty years.

The Conservative breakout opportunity would be winning Vancouver South and seats on the North Shore, but they have already punted their candidate from the winnable seat of Burnaby-North Vancouver, a costly loss where a smarter candidate strategy would have made a difference.  In the blue target riding of Vancouver South, the Conservatives are running former MP Wai Young (Young ran a distant fourth. Her breakaway civic party clearly cost the centre-right NPA a majority on Council and was decisive in enabling former Burnaby South NDP MP Kennedy Stewart to win the mayoralty with only 28.7% of the vote. Interesting footnote is that Young’s party released a poll from Hamish Marshall’s firm in dying days of campaign that showed Young only three points behind the NPA mayoralty candidate and Kennedy Stewart 14 points in the lead.  On election night, the NPA lost to Stewart by half a point while Young had less than 7% of the vote).

The Liberals are seeking to win Vancouver Kingsway from the NDP with well-known news anchor Tamara Taggart, but she needs national wind in her sails to knock off popular MP Don Davies.

NDP leader Jagmeet Singh hopes to retain his Burnaby South seat and would appear to be in good shape. Svend Robinson is campaigning hard in Burnaby-North Vancouver, however, with the demise of the Conservative candidate, it’s hard to see how he overcomes Terry Beech and the Liberals. There is no orange wave yet in Metro Vancouver to lift the boats of NDP candidates in Metro Vancouver.

Then there is Vancouver Granville. Independent Jody Wilson-Raybould hopes to make history by being the first indigenous women re-elected in BC and to pull off the rare feat of being elected as an independent and the first to do so in BC since Chuck Cadman in 2004. Last election JWR and the Liberals took 44% of the vote with the NDP and Conservatives taking 27% and 26% respectively. JWR will need to take many NDP (and Green votes), along with Liberals who stick with her. How many Liberals will stick by their brand? Can the Conservative make it to 30% and win on a split? At this point in the campaign, it looks like JWR may have the largest pool of potential votes.

Upshot:
Overall, this area looks fairly static.

There are not a lot of gains in this area for the Conservatives. To win a plurality of seats in Canada, they need to win seats like Steveston. To win a majority, they need to win seats like Vancouver South and the North Shore. Right now, it looks like two seats is a realistic goal.

The NDP hope to hold their four seats but do not have a very good opportunity to add others.

The Liberals should be in a position to hold at least 6 of the 8 they won in 2015.

Lower Mainland suburbs/Valley

Further from the Vancouver core, there are a baker’s dozen of suburban and Fraser Valley seats stretching east to the Fraser Canyon. There are a lot of commuters, an especially strong South Asian population, and traditional conservative farming areas. You could call it BC’s 905, to some degree.

The Liberals picked the Conservatives’ pocket in this region in 2015, winning unexpected seats in places like Langley, Abbotsford, and James Moore’s old seat in Coquitlam, while gaining a new dominance in Surrey.

Table 4:             Lower Mainland suburbs/Valley

2015 Vote

2015 Seats At dissolution

Incumbents seeking re-election

Liberal

40%

8 9

9

CPC

34%

4 2 2
NDP

21%

1 1 0

Green

4%

0

0

0

The Conservatives used to ‘own’ Surrey so must claw their way back, but it won’t be easy. The Liberals took four seats handily in 2015.  Sukh Dhaliwal’s Newton seat is a fortress, while Surrey-Centre, Fleetwood-Port Kells, and Cloverdale-Langley City were all won with healthy margins and over 45% of the vote. In 2015, Dianne Watts preserved South Surrey-White Rock for the Conservatives in the face of a red tide in Surrey, but in a 2017 byelection, the Liberals stole the riding, leaving the Conservatives with only one seat west of Langley. Now, the Liberals may hold South Surrey-White Rock because they have a candidate advantage, and withstand what should be a Conservative pick-up.

Of all the regions in BC, this is the one where the Conservatives need to make major gains. Liberal wins in Coquitlam-Port Coquitlam, Pitt Meadows-Maple Ridge, and Mission-Matsqui-Fraser Canyon were won with 33% to 37% of the vote and are at high risk. The Conservatives will also key on Delta, but incumbent Liberal cabinet minister Carla Qualtrough is popular. The Conservatives can count on three Fraser Valley seats between Langley Township and Chilliwack.  Long-time MP Mark Warawa passed away recently leaving a vacancy, however, the Conservatives should have little difficulty winning the seat.

The NDP’s only MP in this region, Fin Donnelly, is retiring, opening up a three-way fight in Port Moody-Coquitlam. This will be a tough one for the NDP to hold. The Liberals and Conservatives both have an opportunity to win a new seat.

Upshot:
This will be the region to watch. It could go 7-6 or it could go 10-3 either way, and have a major impact on national seat totals. If Andrew Scheer becomes prime minister, he will have made major gains here.

The Liberals have very little history of winning seats in this region  Taking even half of the seats would represent a sustained shift in BC’s federal voting patterns.  Winning 4 or 5 out of 5 seats in Surrey would provide the Liberals with an ongoing power base that complements its traditional base in Vancouver.

As for the NDP, they have historically won seats in Surrey and northeast suburbs, but have been eclipsed by the Liberals.  They have not yet demonstrated they have the formula to flip the dynamic and may well be shut-out here on election night.

Interior and North

BC’s Interior and North holds nine of BC’s forty-two seats. This is an area where Conservatives should make their easiest gains, at the expense of the struggling NDP, and another potential pickup from the Liberals in Kelowna.

Table 5:  Interior/North

2015 Vote

2015 Seats At dissolution

Incumbents seeking re-election

CPC

37%

5 5

5

Liberal

30%

1 1 1
NDP

28%

3 3 2

Green

4%

0

0

0

Until they won in Kelowna in 2015, the Liberals had not held a seat in the Interior since 1979. BC’s Interior cities have gradually become more urbanized with stronger university presence over the years in Kelowna, Kamloops, and Prince George. A Liberal win in 2019 would make a turning point, and they hope to do the same in Kamloops with star candidate Terry Lake, a former BC health minister.

NDP seats in the South Okanagan and East Kootenay are very vulnerable. High profile NDP MP Nathan Cullen is retiring in Skeena-Bulkley Valley. However, this is a riding with different politics than the rest of the Interior and North – perhaps belonging with Vancouver Island region, and will likely stand as the lone NDP seat ‘beyond Hope’.

Upshot:

It should be a major disappointment for Conservatives if they do not take 8 of 9 seats in BC’s Interior. Given their struggles to make gains in urban Canada, they must clean up outside the major cities.

The Liberals hope to maintain its Interior beachhead in Kelowna. While they are making a spirited charge in Kamloops, a win there would be political gravy. The Interior is not a region that is critical to win in order for the Liberals to hold power.

NDP disaster would be losing Skeena-Bulkley Valley. A key part of holding that seat is the First Nations vote, where it is one of the highest in Canada (I’ll look at First Nations vote in more detail in another post). Holding its two southern Interior seats looks unlikely in the face of a Conservative challenge combined with a new leader that is struggling to make his impact in BC.

Provincial wrap-up

National momentum can make a big difference in BC where three and four-way fights may send an MP to Ottawa with 30% of the vote. Certainly, BC is a region where the Conservatives have a significant opportunity. If they are able to reach north of 35% of the vote and have more than a 5% lead over the Liberals, they could win a majority of BC’s seats.

It’s fair to say the Liberals have a candidate advantage this election.  Almost all of their incumbents are running and they are strongly contesting what they feel are winnable seats.  The Conservatives squandered Burnaby-North Vancouver and, overall, their BC team lacks recognizable figures.  Both parties can look back to 2004 when the Paul Martin Liberals, and BC master strategist Mark Marissen, put a lot of focus on gaining seats in BC, recruiting Ujjal Dosanjh and David Emerson, and issuing a ‘made in BC’ agenda. That extended to the 2006 election when the Conservatives won the federal election, but paradoxically lost some ground in BC.  It takes commitment and support from party leadership to recruit candidates and strengthen the ground game. 

As outlined in an earlier post, the Conservative pathway to power depends on winning in the neighbourhood of 75% of the seats in Western Canada. While Alberta and Saskatchewan are looking very good for Andrew Scheer, winning at least half of BC’s 42 seats will be a necessity.

As of today, the Conservatives are poised to make some gains, nibbling away at seats in the Interior and possibly on the Island.  The big question mark is whether the Conservatives can challenge the Liberals’ strong position in the Lower Mainland.

We can expect to see four parties, and quite possibly an independent, win on election night.  We can also expect to see BC play an important role in shaping the next government.

As of today, expect the parties to be in the following range:

Table 6:     Party ranges Island (7) Vancouver core (13) L.M. suburbs / Valley (13) Interior / North (9)
Liberal 0-2 6-10 3-10 0-2
CPC 0-4 0-5 3-10 5-9
NDP 0-6 3-5 0-3 0-3
Green 1-5 0 0 0
Independent 0-1

My general range estimates provide a universe of 24 seats of the Liberals, 28 for the Conservatives, 17 for the NDP, 5 for the Greens, and 1 for JWR.  Conversely, the floor for parties in BC looks to be 9 for the Liberals, 8 for the Conservatives, 3 for the NDP, and 1 for the Greens.  So, that’s a range of 21 (low) to 75 (high) seats across the party universes. Obviously, I’m hedging with two weeks to go, but in BC, it’s wise to hedge.  Given the nature of this campaign, a soft breeze one way or another may tilt three and four way races into the lap of our next prime minister, or into the lap of a leader – Mr. Singh or Ms. May – who will decide who is the next prime minister.  They both represent BC ridings – if BC doesn’t ‘elect’ a majority government at the polls, a BC leader will likely help ‘elect’ a new government at Rideau Hall or in the House of Commons.

Conservative pathways to power

Does Andrew Scheer have a pathway to power?

One way to find out is to ask how the math worked for six (Progressive) Conservative wins dating back to 1962.  Excluding the freakishly large Mulroney win in 1984, examples of Conservative wins provide insight as to how Andrew Scheer can find his pathway to power.

Of these six examples, only two resulted in majorities.  One example – Mulroney ’88 – was the ‘Quebec-Alberta bridge’, where the PC’s dominated in both.  The second example – Harper 2011 – was domination in English Canada.

Diefenbaker 1962

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Nice maps

Dief won a minority government in 1962 following a massive majority he won in 1958.  The Progressive Conservatives won 44% of the seats on 37.2% of the popular vote.  The plurality was based on winning two-thirds of the seats in the West and North and two-fifths of the seats in Ontario.  He lost the huge gains he had made in Quebec.

Won big in the West, fell short in Ontario

Clark 1979

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Majority: close but no cigar

It was a long wait for the PC’s to win another government and Joe Clark came close to a majority (48% of seats) with less than 36% of the popular vote.  No government has won a majority with less than 38%.  Clark lost the popular vote by over 4%.  How did he win a plurality? Domination in the West, winning almost three-quarters of the seats, and winning a strong majority (60%) of seats in Ontario. While he won a majority of seats in Atlantic Canada, he was virtually shut out of Quebec. This template was virtually the one Harper won a majority with in 2011.

Won big in the West, won majority in Ontario, but blown out in Quebec

Mulroney 1988

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Mulroney did what no other Conservative could do in last 60 years – win Quebec

Brian Mulroney won everywhere in 1984 in what was truly a change election. However, in 1988, the ‘free trade election’, it was much more competitive.  In the West, Mulroney had to contend with an upstart Reform Party and strong NDP campaigns.  He managed a majority of seats in the West (54%) but it was lowest level of the six examples – while Alberta was dominated by PCs, BC went NDP and Liberals made gains in Manitoba.  The PC’s did not win a majority of seats in Ontario (47%) but came close.  The big difference was Quebec.  Unlike the five other examples, Mulroney won big in la belle province, taking 84% of its seats.  The Quebec-Alberta bridge delivered a majority – the PC’s held 57% of the seats in the House of Commons.

Won big in Quebec to complement bare majority (50%) of seats in combined West/Ontario

Harper 2006

In Stephen Harper’s first successful election, he won a minority (40% of seats) with 36% of the popular vote.  The Conservatives won two-thirds of the seats in the West but less than two-fifths of the seats in Ontario.  The shape of Harper’s win was similar to Dief’s in 1962 except that Dief won in Atlantic Canada and Harper fell far short.  Both did poorly in Quebec.

Won big in the West, fell short in Ontario

Harper 2008

Stephen Harper fought hard for a majority in 2008 but fell just short with 46% of the seats on 38% of the popular vote.  The shape of this win was similar to 2006, except that the Conservatives were stronger in the West (76% of seats) and Ontario (48% of seats).  They continued to fall short in Quebec (13%) and Atlantic Canada (31%).  Compared to 1962 and 1979, the West/Ontario rose from 59% to 65% of the seats in the House of Commons making it more possible to win with a strong position in those regions, but Harper needed a clear win in Ontario in 2008 and he didn’t get it.

Won big in the West, fell short in Ontario

Harper 2011

Screen Shot 2019-10-03 at 10.54.16 AM.png

Partying likes it’s 2011

Harper finally gets his majority winning 54% of the seats with 40% of the popular vote. The Conservatives dominated the West (78% of seats) and Ontario (69% of seats).  They also raised their game in Atlantic Canada (44% of seats) while falling back in Quebec (7% of seats).  The Harper win was a souped-up Joe Clark pathway to power – winning everywhere while being trounced in Quebec.  The difference was that Harper got more out of the West and Ontario than Clark.

Won very big in the West, won strong majority in Ontario

Table 1:   Popular vote, Percentage of total seats for examples

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What it means for Scheer

Screen Shot 2019-10-03 at 10.42.44 AM

Can he make it to 170?

Even if Scheer wins 20%-25% of the seats in Quebec, he must dominate Western Canada while pushing toward a majority of seats in Ontario.  There are now more seats in these two regions than there were in the examples listed above.

  • West/North 107 seats
  • Ontario 121 seats
  • Combined 228 seats (67% of all seats in the House of Commons)

The Conservatives are expected to dominate Alberta and Saskatchewan, but will need to improve their standings in BC and Manitoba, compared to 2015, in order to get the seats needed to win a plurality of seats.  Without a strong showing expected in Quebec, Scheer would need over two-thirds of the seats in the West to ‘pull its weight’, which would equate to over 70 seats.  Other than Mulroney ’88, the (Progressive) Conservative wins have had at least 42% of all of their seats from the West, and in Harper’s minorities, over 50% of Conservatives seats came east of Ontario.  If that was to be the case this time, Scheer would need to push north of 75 seats in the West, meaning he will need to do much better in BC.

Winning just half of the seats in Ontario would yield 60 seats for the Conservatives. Therefore, the Conservatives could scrape a plurality by adding a combined 20-25  seats from Quebec and Atlantic Canada.

A Scheer majority comes into play if he follows the “Win big in the West, win majority in Ontario” model.  If he has a dominant effort in the West (75-80 seats) combined with majority-plus in Ontario (70-75 seats), topped off by 20-30 seats in Quebec in Atlantic Canada, then a majority (170) is attainable.  The popular vote required to deliver a majority is, historically at least 38.5% of the vote, but with more parties splitting votes (eg. Greens, PPC), it’s possible that the magic number is 37% or even lower.

Prime Minister Scheer?  It could look like a Dief/Clark minority path or a Harper majority path, but it won’t be easy and it won’t look anything like the Mulroney path.

In a future post, I will look at the Liberal path to re-election.

**

Table 1: Results from six (Progressive) Conservative wins

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