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| Former Senedd Member for Caerphilly, Hefin David (Image: Welsh Labour) |
Caerphilly
The Caerphilly Senedd constituency's boundaries have been unchanged since the Senedd's formation in 1999. Labour had won it at every election from 1999 to 2021, though with a smaller share of the vote than in nearby constituencies. Plaid Cymru had always come in second, though they hadn't come particularly close to actually winning (they came closest in 2016, though were still 6 percentage points behind). The seat is notable for being home of former leader of Labour in Wales, Ron Davies, who represented the seat from 1999 until 2003, and stood as an independent candidate in 2007, failing to win, but receiving 22% of the vote. In 2016, Caerphilly was where UKIP had their second-strongest showing in a Welsh constituency, also getting 22%.
Plaid have always been a strong presence in the area, even controlling the council from 1999 to 2004, and again from 2008 to 2012, but they had never been able to capture the seat, only holding the Islwyn Senedd seat from 1999 to 2003. The Westminster constituency's boundaries changed in 2024, but it retained its name and encompasses a similar area to the Senedd seat. Labour have held the seat in Westminster since 1918, so despite it being probably Plaid's strongest area in the valleys, it was still very firm, reliable Labour territory. The only time the area didn't vote for Labour in the last 107 years was at the 2019 European Parliament election, when the Brexit Party (Reform's predecessor) won.
The Result
Plaid Cymru's Lindsay Whittle won the by-election held yesterday. He received 47.4% of the vote, the largest share for any candidate in Caerphilly at a Senedd election, beating Reform UK's Llŷr Powell by a margin of 3,848 votes, 11.4 percentage points. Labour's Richard Tunnicliffe received just 11% of the vote, a drop of 35 points on their performance in 2021. Every other candidate lost their deposit, with the Tories on 2%, down 15.3 points, the LibDems and Greens on 1.5% each, Gwlad on 0.3% and UKIP (who I'm amazed still exist) on 0.2%.
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Table of Results at the Caerphilly By-Election
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My Take
I must confess that I had thought Reform were going to win this by-election from the start. I even said in a conversation last week after the Camlas Cymru poll (Reform: 42%, Plaid: 38%, Labour: 12%) that I still expected Reform to win 'possibly by quite a big margin', but my predictions for local council by-elections had been on a losing streak lately, so I kept quiet. As recently as Wednesday night I refused to make a prediction, but now I can say that the prediction I would have made was totally wrong. I expected Plaid would come second, and that Labour would come third, but even after the local poll, I still thought Labour would do better than 12%, perhaps they'd be in the region of 20%, but yet again I was wrong.It is clear to me that there was tactical voting all over the place. Conservatives voting Reform to keep Plaid Cymru out, Labour voters backing Plaid to keep Reform out, and there was even talk of Tories voting Plaid to keep Reform out, and Labour voters going Reform to get a unionist Senedd member. I doubt this happened on a large scale, but statistically in a pool of over 33,000 voters, there probably were instances of this. The record-high turnout figure suggests to me that considerable number of 'not political' people voted for the first time, in many cases for Reform as their populist message reaches these types of voters, but there also seemed to have been a mobilisation of young and first-time voters going for Plaid Cymru, partly a genuine and organic base in this group, but also an element of tactical voting by people who really didn't to be represented by Reform.
This is complete speculation, but I think the mass influx of Reform councillors from outside Wales, as well as MPs and other senior party officials to Caerphilly, might have been alienating to voters. Many of these people are not widely known, have no connection to the area, or are just unpopular. Reform's campaign never felt like it truly cared for Caerphilly, at least not in the same way Plaid's, and even to some extent Labour's, did. It was all about the party, and not the people. Most voters don't want their local area to become a political theatre for an extremely powerful and well-funded party, with figures they've never heard of. The Nathan Gill scandal won't have helped Reform's case either. It seems like their populist messaging on the 'Nation of Sanctuary' didn't have the effect they expected. Most people, if they knew what the scheme actually entails, and who has mostly benefitted, wouldn't be bothered by it. Perhaps it could benefit from a change of name!
Despite the confident, cocky, and at times downright cringeworthy campaigning by Labour, this seat was always going to be a lost cause for them. For all their claims based on dubious polling, subsamples and even Westminster level predictions, they were never really going to win. Their base has collapsed in the Valleys, and the overwhelming evidence of a two-horse Plaid v Reform race meant that even their own base of voters were going to vote elsewhere. Their 35-point fall in vote share shows the scale of their losses. Opinion polls were showing a strong downward trend, but to see an actual election going this way lends them legitimacy. To see Labour underperforming every national poll, and the local constituency poll is staggering. I suppose the only hope for them is that tactical voting will be a non-factor under the new election system in 2026 (which I will have more to say about soon, no doubt), so some of their base may come back. If they don't, and 11% is their actual level in Caerphilly, they face near-extinction in 2026 without a considerable rebound in support, which we shouldn't rule out.
As for the Conservatives, their utterly abysmal showing of just 2% should surprise nobody. We all lived through the last Tory government. We all know that they are completely incapable of governing in their current form. The soundbites and policies broadly echo Reform, which shouldn't be a surprise given that's where most of their former support has gone, but this isn't a sustainable strategy for them. Any pledge they make can be countered with 'but you had 14 years to do that' and there's nothing they can come back with, at least not yet. Can they turn this around? Maybe. In time for 2026? I doubt it. I think there's a real possibility of the Tories having a low single-digit number of MSs come May, unless they can make a serious comeback. As it stands, I see no sign of it.
There's very little to say about the prospects of the LibDems, Greens, Gwlad and UKIP. Caerphilly has never been an area where the LibDems or Greens have done well, and tactical voting will have affected them here. They are stronger than 1.5%, and I don't think this result tells us anything whatsoever about their chances in 2026. Gwlad are a new-ish party who may yet grow coming into 2026, though it remains to be seen where and by how much, and UKIP... are all but finished. I'll round this section off with a fun fact. Gwlad have more incumbent councillors who were elected for them in Great Britain (1) than UKIP do (0). UKIP do have a councillor in Kent, but she defected to them from Reform.
What's next?
Lindsay Whittle will represent the Caerphilly Senedd constituency until its abolition in May 2026. He will almost certainly be the final person elected to the Senedd by First-Past-The-Post. He is second on Plaid Cymru's closed list in the Blaenau Gwent Caerffili Rhymni mega-constituency in 2026 (behind Delyth Jewell) so has a pretty good chance of getting re-elected. Reform will, despite losing this race, remain confident of picking up plenty of seats next year. The new system will benefit them.
If last night's result was to be replicated across the Blaenau Gwent Caerffili Rhymni constituency, the seats would be split 3-3 between Plaid and Reform, with Labour not winning a single seat. Obviously there is a caveat here that voting patterns will be different both as a result of the system change and the boundary change (Blaenau Gwent and Rhymney are likely more Reform and Labour-friendly, and Plaid might not do so well there). With the new system being what is, the lower-ranked seats can be decided by very small number of votes, in this scenario the three parties are within 325 votes of each other at the sixth count.
This campaign was toxic. I didn't follow it particularly closely, but the social media postings I saw, and the brief part of the TV debate I watched showed some of the worst of Welsh politics. I worry this won't get any better before May, and although Reform's defeat has perhaps spared us from the worst of it for now, they will be back stronger, better-funded and more determined than ever in 2026. Plaid Cymru will have the confidence boost of a convincing win, and Labour and the Conservatives have a lot of self-reflection to do, which many have avoided until now.
Thank you for reading, and I'm hoping to post a bit more here over the next while!
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