Book your stay at the Hotel Pacifico podcast

Air Quotes Media, a political media company that created Curse of Politics and The Herle Burly podcasts, is proud to announce its newest podcast, “Hotel Pacifico” hosted by Mike McDonald, Kate Hammer, with Geoff Meggs as a contributing panellist. 

Hotel Pacifico will be a weekly hour-long podcast with three reoccurring segments on each episode: first, the pod will begin with an interview by McDonald and Hammer with an important voice in British Columbia politics ; second, the Strategy Suite segment will welcome Geoff Meggs to Hotel Pacifico, where the three politicos (McDonald, Hammer, and Meggs) will break down the latest provincial news of the week; finally, the podcast will close as the hosts raid the Mini Bar, and raise a glass or take a shot at a relevant person or event (think of the closing “Hey You” segment on Curse of Politics). 

Welcome to Hotel Pacifico, your 5-star podcast destination for B.C. politicos. Episode one will be released the week of October 23, 2023.

What to expect in BC on Election Night… and more

Five weeks ago, Justin Trudeau launched his campaign to win a majority government with British Columbia destined to deliver the seats to put him over the magic number of 170. On Election Day, it might be BC that keeps his parliamentary plurality in tact, in a successive Liberal minority government.

The Liberals and NDP entered this election with 11 seats each in BC, while the Conservatives had the largest chunk at 17.

Party BC standings20152019
Liberals1711
Conservative1017
NDP1411
Green12
Independent01

In 2019, there were 32 seats in BC that stayed the course and 10 seats that switched hands, mostly at the expense of the Liberals.

Riding2015 winner2019 winner
Vancouver GranvilleLiberal – floor crossing to independentIndependent
Steveston – Richmond EastLiberalConservative
Pitt Meadows – Maple RidgeLiberalConservative
Cloverdale – Langley CityLiberalConservative
Mission – Matsqui – Fraser CanyonLiberalConservative
Kelowna – Lake CountryLiberalConservative
South Surrey – White RockConservative – Liberal (by-election)Conservative
Nanaimo – LadysmithNDP – Green (by-election)Green
Port Moody – CoquitlamNDPConservative
Kootenay – ColumbiaNDPConservative

This time, I expect much fewer seats to change hands in BC as the parties have stayed fairly close together in terms of popular vote. While they will likely have a plurality of the popular vote in B.C., the Conservatives will be challenged to reach their popular vote level from 2019 in B.C., thanks in part to the PPC. The Liberals may cough up a few points to the NDP, while the Greens appear to be doing the same and then some. The NDP may come out with the most gains in terms of votes and seats here. But they will likely be incremental gains.

Seats to Watch in BC

At the outset of the campaign, I listed the seats to watch in B.C. The sands have shifted a bit in five weeks, and I’ve narrowed the list for Election night. Here are the seats to watch tonight:

  • Burnaby North – Seymour – competitive three-way race between incumbent Liberal Terry Beech and NDP and CPC challengers. Lots of attention from the Leaders’ tours. In 2019, the Conservative candidate imploded during the writ period. The question can the Conservatives spring back and leap frog over the Liberals, or can the NDP harness Jagmeet Singh’s popularity and edge out the Liberals.
  • Nanaimo – Ladysmith – given the collapse of the Greens, incumbent MP Paul Manly is basically an independent without much help from his party. Nevertheless, he has fended off the NDP twice before and has a strong local organization. NDP leader Jagmeet Singh and CPC leader Erin O’Toole have visited the riding. A stronger NDP plus weaker Green Party is the recipe for an NDP win. A perfect Green/NDP split may allow the Conservatives to sneak up the middle.
  • Vancouver – Granville – Jody Wilson-Raybould vacated the seat throwing it back to the major parties. This riding is inherently Liberal, but the NDP and Conservative candidates have a business case with the NDP pressing hard among renters north of 16th and the Conservatives working single family home neighbourhoods. It should have been a lay up for the Liberals, but now looking like a toss up.
  • The Northeast suburbs – There will be a lot of action in three contiguous ridings from Port Moody to Maple Ridge. In Port Moody – Coquitlam, the three major parties were between 29% and 31% in 2019, with the Conservatives prevailing. This time, the advantage is to the NDP. In neighbouring Coquitlam – Port Coquitlam, Liberal MP Ron McKinnon faces a stiff challenge from the Conservative Katerina Anastasiadis. The Liberals won by less than 1% in 2019. This time, the Liberal saving grace may be the absence of the Greens, which took 7% last time. Potential Conservative pickup. And across the Pitt River, Conservative MP Marc Dalton entered the campaign with a three-way race. This election will likely rise and fall with party fortunes. If Conservatives win a plurality of votes in BC, this riding likely stays in their column. Likewise, if the Liberals or NDP win a plurality in BC, it could fall in their columns respectively.
  • Surrey – Liberal MP Ken Hardie faces a challenge from Conservative candidate and former MLA Dave Hayer in Fleetwood – Port Kells. If things start going the Conservatives’ way tonight in BC, this is one of those ridings that could fall into their hands. Next door, former Liberal MP John Aldag is trying to wrestle Cloverdale – Langley City from Conservative MP Tamara Jansen. Jansen won by less than 3 points in 2019, but this time, there is no Green, Elizabeth May endorsed Aldag, and the provincial ridings have gone orange – for the first time. Aldag could benefit from changing dynamics out there, but again, this riding likely goes with the flow based on party trends in BC. The NDP are hungry for Surrey-Centre in an effort to knock off Liberal MP Randeep Sarai. If it’s their night, watch this seat, but it will take a lot to knock off Sarai.

Overall, I do not expect a lot of seats to change hands in BC. Ten changed hands in 2019, and I would not be surprised to see only 5 or 6 change hands this time. Therefore, I don’t see a big change to party standings. My guess would be as follows:

  • Liberal: 9 to 11
  • Conservative: 16 to 18
  • NDP: 13 to 15
  • Green: 1 to 2

Nationally, I see a reduced Liberal minority tonight. Losses in Ontario and Atlantic Canada to the Conservatives and possible losses to the Bloc in Québec, but gains on the Prairies, particularly Alberta.

For the Conservatives to win more seats in Ontario and Liberals to win more seats in Alberta is good for Canada, overall. Both parties need better regional balance in their caucuses. I hope it works out that way.

The Conservatives have been beset by rearguard action from PPC and the untimely political disaster unfolding in Alberta. Throughout, Erin O’Toole’s leadership numbers have improved and he has been more competitive in the middle ground. It will be a big payoff if they do better than expected in vote-rich Ontario.

The NDP look strong heading into Election Day, but it could be an illusion of sorts. Almost every poll in 2019 had the NDP higher than where they ended up. Same thing in 2015. The reason is that they are much stronger with younger votes who do not vote at the same rate as older voters. Conversely, this is why the Conservatives end up higher on Election Day than forecast. Overall, the smaller parties tend to do worse on Election Day as they do not have the machine to get the vote out, like the major parties.

There may be a some micro-surprises tonight. The Greens could win a seat in Kitchener, after the Liberal candidate was fired during the campaign. It would be quite something if the Greens came out of this election with three seats.The Liberal candidate that was fired in Spadina may still win and would have to sit as an Independent.

Often times on election night, we say, “How did that happen?” Storylines could be surprising Conservative strength in Ontario or Liberals gaining seats there; a major shift in Québec; the PPC being much higher than expected; the NDP winning bushels of seats in the West that were not expected; or the Conservatives pulling away from the pack in BC. Whatever is the case, the voters are always right.

Justin Trudeau’s pathway to victory

If Justin Trudeau’s Liberals win Canada’s 44th general election, how will it be done? It’s been a topsy turvy campaign for the Liberals with an assumed lead at the outset that appeared to evaporate. In the final days, it’s an open question as to whether they will achieve a plurality and, if so, by how much.  In this post, I look at examples of past 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: Erin O’Toole’s pathway to power)

Will a Justin Trudeau win 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)
  • Paul Martin’s missing majority in 2004
  • His own ‘all-in’ majority win of 2015
  • Or his Ontario drawbridge minority of 2019?

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 big-time 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.png

In 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

Screen Shot 2019-10-12 at 2.23.01 PM.png
And now the opposition unites?!

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

Justin Trudeau’s Ontario drawbridge minority of 2019

Ontario drawbridge minority? In 2019, the Liberals gave up seats in all regions, except Ontario – well, they lost one seat in Ontario. While the Conservatives and other parties were on the march in other regions, the Liberals pulled up the drawbridge in Fortress Ontario, landing Andrew Scheer in an unfortunate Game of Thrones-like situation which resulted in him not being brought back for another season.

A little more from the regions, please

The Liberals won 80 seats in 2015, and took home 79 of 121 seats in 2019. In the rest of Canada, the Liberals dropped from 104 seats to 78 – a net loss of 26 and enough to cost them a majority government.

Liberal vote, compared to 2015, sagged in all regions – a loss of 6 seats in BC, 4 seats in Alberta, lost the only Liberal seat in Saskatchewan, gave up 3 in Manitoba, 5 in Québec, and dropped 6 in Atlantic Canada. In the North, they lost 1 of 3 Liberal seats.

What’s different from previous Liberal minorities is that the Liberals maintained a beachhead in Western Canada – in Metro Vancouver and Manitoba – while winning a good chunk of Québec and most of the Atlantic. But when you drop 6 points in the popular vote, and, in fact, lose the popular vote, there are going to be consequences.

Hold Ontario, distributed losses in other regions

What it means for Justin Trudeau, this time

The 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 utter domination, there must be some regional balance.  Justin Trudeau’s pathway in 2015 to a majority was regional balance – getting enough in all regions. In 2019, he got enough regionally to hang on, but he was backstopped, big time, by Ontario.

This time, much like 2019, the popular vote between the Liberals and the Conservatives has been very tight. However, a shift is afoot. Erin O’Toole’s Conservatives are betting on gains in Ontario, while possibly giving up some support in their Alberta fortress. It is possible that we see more Conservatives in Ontario, and more Liberals in the West.

Justin Trudeau’s pathway to a minority is to make up what he might lose in Ontario with gains in B.C., Alberta, and maybe Québec too. With a 36-seat edge in 2019, he has a bit of wriggle room.

The pathway to a majority is to follow his own footsteps from 2015. Compared to 2019, the Liberals need to crank it up in B.C., win a slice in Alberta, and incrementally grow in Québec and the Atlantic, all while holding down Fortress Ontario. It’s a tall order.

Drawing the line on a majority government

When it comes to winning a majority government, what does it take in terms of popular vote? While its the number of seats, and not the number of votes, that truly matters, popular vote is a guide as to the likelihood of whether the leading party forms a minority or majority government.

In the past 65 years, the magic number has been a minimum of 38.5% for a majority and a minimum of 33.1% (the Liberal 2019 result) for a plurality of the seats, which historically leads to a minority government.  The highest popular vote that did not translate into a majority was 41.5% (Pearson, 1963), therefore, the modern-day range has been 38.5% to qualify for a majority and over 41.5% to most likely be free and clear of a minority.

Over under

In fact, the 2019 election was the first time the governing party was elected with less than 34% of the popular vote.  Justin Trudeau’s 33.1% was the new low, falling beneath John A. Macdonald’s 34.8% from Canada’s first post-Confederation election in 1867.

In 2019, the relative standings of the major parties were fairly consistent except for a latter-campaign uptick for the NDP. No major reversals of fortune took place with no party able to pull away to gain a majority.

Source: Wikipedia

It was a different story in 2015. The Liberals eclipsed the NDP mid-campaign, won the ‘Stop Harper primary’, and gained separation over a static Conservative voter base. (In 2011, Jack Layton’s NDP eclipsed Michael Ignatieff’s Liberals during the writ period).

Source: Wikipedia

There are different pathways to a majority as parties cobble together seats across the provinces. For the Liberals, a assuming they are BLOCked from major gains in Quebec, it’s getting more out the regions outside of Ontario. For the Conservatives, it’s doing better, much better, in Ontario – in 2011, Stephen Harper won 69% of Ontario’s seats, but in 2019, Andrew Scheer only took 30% of the seats there. For both the reds and the blues, the competitive British Columbia battleground can add the mustard to the winning hot dog.

Momentum shifts can take place, sometimes imperceptibly. The public pollsters are telling us, in Election 2021, that no party has demonstrated it’s in ‘majority territory’. In this day and age, with the Bloc taking a good share of votes in Quebec, and the Greens and PPC carving upwards of 10% of the vote, a majority may not require 38.5%, but until a party climbs above 36-37%, it’s most likely that a minority government, in some form, will be the likely outcome.

Update:

Justin Trudeau’s Liberals won a plurality of seats with an even lower popular vote than 2019, dropping from 33.1% to 32.6%., thus it was the first time a government had been elected with less than 33% of the popular vote. Erin O’Toole’s Conservatives had a higher popular vote with 33.7%, though it was lower than Andrew Scheer’s level in 2019. The Liberals obviously had a more efficient vote, winning more seats by a slimmer margin, while the Conservatives won many seats by a large margin (e.g., Alberta and Saskatchewan).

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

Screen Shot 2019-10-12 at 2.23.01 PM.png

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 %)

Screen Shot 2019-10-12 at 2.29.52 PM.png

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

Screen Shot 2019-10-14 at 9.01.05 AM.png

 

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.

A deeper dive into the conditions for majority and minority governments

I was having a perfectly nice Monday morning doing what most normal people do – blog about obscure electoral statistics.  After posting about the minimum threshold historically needed to secure a majority in Canada, ink-stained wretch Vaughn Palmer entered the conversation on Twitter to make things more complicated.

Screen Shot 2019-09-16 at 10.56.08 PM.png

My point was that no majority government has ever been formed in Canada over the past century with less than 38.5% of the popular vote.  Fairly straightforward, but Vaughn wanted to belabour it.

So, fine, let’s get into it – when Jean Chrétien won a majority with 38.5% in 1997, he had some help.  The right was hopelessly splintered.  Despite a low popular vote, the Liberals had a 19-point margin over the second place Reform Party, the sixth-largest margin-of-victory, in terms of popular vote between 1921 and 2015. Plus, the Liberals annihilated the opposition in Ontario.  They won virtually every seat.  Let’s also remember the NDP was in the serious doldrums nationally in the 1990s.  It was easy street for the Chrétien Liberals.  Ridiculously easy.

Screen Shot 2019-09-16 at 11.06.39 PM.png

Of course, Vaughn couldn’t leave it at that.  He had to consult his groaning book shelves for more statistical peculiarities.

Screen Shot 2019-09-16 at 11.08.50 PM.png

By extending this barely-read Twitter thread, Vaughn was making me think I needed to do a deeper statistical dive.

And I did.  Is there a pattern between polarization and majority/minority governments?  After a pile of work, the answer is… not really.

Here is a chart that shows the combined amount of the top 2 federal political parties (popular vote) from 1921 to 2015.  The blue dots represent majority governments and the black dots represent minority governments.  Some majorities happen when there is low polarization and some

Screen Shot 2019-09-16 at 11.10.55 PM.png

The ‘extreme polarization’ occurred in 1925 and 1926 when William Lyon Mackenzie King and Arthur Meighen waged battle, and in 1930 when R.B. Bennett prevailed over Mackenzie King, peaking at 93% (combined votes of Liberals and Conservatives).  In spite of the polarization, Mackenzie King and Meighen both failed to win a majority, with the Progressives holding the balance of power.

Screen Shot 2019-09-17 at 12.54.02 PM.png

William Lyon Mackenzie King: “Majorities are hard”, he might have said.  He finally got one on his 5th try.

Extreme polarization flared up again in 1958 when the Progressive Conservatives and Liberals combined for 87% of the vote (mainly PC).  That’s the last time any two parties combined for over 80%.

The Liberal – PC oligopoly held between the 70% to 80% level from 1962 to 1988.  In the 1990s, all hell broke loose when the PC coalition shattered with the Bloc Québécois going on a five election run of 10% to 13% of the national vote, and the Reform Party devouring the PC’s starting in western Canada.  For six elections between 1993 and 2008, the top 2 level ranged from 58% to 66%.  Very low polarization with many parties receiving double-digit popular vote amounts.

In 2011, the top 2 level rose above 70% and was 71% in 2015.

While this is kind of interesting (to me) about federal polarization, it doesn’t really say much about likelihood of minority and majority governments.

Screen Shot 2019-09-16 at 11.24.07 PM.png

Vaughn then helpfully recounts how the BC NDP did better in the popular vote – losing – than when they actually won.  True, Glen Clark with 39% and Mike Harcourt with 41% won majorities, while Bob Skelly at 43% was crushed.  Difference was that Skelly faced a dominant Social Credit party while Clark and Harcourt faced a split opposition.

So, I looked at it further, putting aside family time and personal wellness, to deal with Vaughn’s haranguing.

In the past 29 elections, there were 12 where the #1 party won by about 12% of the popular vote or more.  All of those were majorities.

Then there’s a set of 8 elections where the winning party had a popular vote edge of about 7.5% to about 11.5%.  Half of those were majorities, half were minority governments.

Finally, there is a set of 9 close battles where the party with the plurality of seats won the popular vote by 7% to minus 4%.  Huh?  Yes, three governments in the past century lost the popular vote but won the plurality of seats – Mackenzie King in 1926, John Diefenbaker in 1957, and Joe Clark in 1979.  (I should add that Meighen won the popular vote and the plurality of seats in 1925, but Mackenzie King hung on with support of the Progressives, ultimately leading to the King-Byng Affair).  Of those 9 elections, there was only one majority: R.B. Bennett in 1930.

Moral of the story: in #elxn43, the margin between the two parties appears to be pretty close.  The public polls indicate a way lower spread than 7%, at this time.  History tells us that there is strong likelihood of a minority government if it is a tight race, especially if third parties have strongholds where they have a greater chance of winning.

I think we all knew most of that already, but Vaughn has succeeded in sparking a tour through dusty old election results.  Ah, it wasn’t so bad.

***

See below for stats:

Table 1: Results of top 2 parties (1921- 2015); sorted by difference in popular vote between party with plurality of seats, and second place party (pop vote)

Top 2 Margin Plurality 2nd Majority
1993 59.9% 22.55% 41.24% 18.69% y
1940 80.6% 22.08% 51.32% 29.24% y
1984 78.1% 22.01% 50.03% 28.02% y
1958 87.4% 19.92% 53.67% 33.75% y
1949 78.8% 19.50% 49.15% 29.65% y
1997 57.8% 19.11% 38.46% 19.35% y
1953 79.5% 17.41% 48.43% 31.02% y
2000 66.3% 15.36% 40.85% 25.49% y
1935 74.5% 14.84% 44.68% 29.84% y
1968 76.8% 13.94% 45.37% 31.43% y
1945 67.4% 12.16% 39.78% 27.62% y
1980 76.8% 11.89% 44.34% 32.45% y
2008 63.9% 11.39% 37.65% 26.26% n
1921 71.1% 11.20% 41.15% 29.95% n
1988 74.9% 11.10% 43.02% 31.92% y
2011 70.3% 8.99% 39.62% 30.63% y
1963 74.3% 8.68% 41.48% 32.80% n
1965 72.6% 7.77% 40.18% 32.41% n
1974 78.6% 7.69% 43.15% 35.46% y
2015 71.4% 7.58% 39.47% 31.89% y
2004 66.4% 7.10% 36.73% 29.63% n
1925 85.9% 6.39% 46.13% 39.74% n
2006 66.5% 6.04% 36.27% 30.23% n
1972 73.4% 3.40% 38.42% 35.02% n
1930 93.3% 2.29% 47.79% 45.50% y
1962 74.2% 0.25% 37.22% 36.97% n
1957 79.0% -2.00% 38.50% 40.50% n
1926 88.3% -2.45% 42.90% 45.35% n
1979 76.0% -4.22% 35.89% 40.11% n