UK Political Analysis: Reform Sweep Local Elections
Table of Contents 📖
"No, that lazy thinking. No, they're not all the same. There are five different parties here and they all have very, very different visions of what the country should be. Some of them, maybe those visions aren't really strong enough... But I would argue that Reform don't actually have that strong a vision of what the country is like, and they're a bit all over the place, and they've become a protest vote, and a protest for when people are thinking, I think, a little bit lazily."
Hello Team
🎦 00:00.000-00:11.100
- Jonathan M. S. Pearce welcomes viewers to an ATP Geopolitics video.
- This is a special UK political update focusing on (hypothetical) local elections.
Context of Local Elections and Mayoral Roles
🎦 00:11.240-02:21.420
- The local elections discussed took place in England only, in specific borough councils (e.g., Jonathan mentions living in Fareham Borough Council, though elections weren't there this year in the video's narrative).
- These are for local councillors, not MPs, but are seen as reflecting national sentiment rather than just local issues like potholes.
- Not all councils were up for election. Some mayoral positions were also contested, including newly created ones.
- Mayors are relatively new in the UK, with roles in major areas like Greater Manchester (Andy Burnham) and London. More regions are getting mayors.
- Jonathan notes that mayors' powers are often not as far-reaching as perceived, and some mayoral candidates seemed to misunderstand their own roles, promising things outside their remit.
Jonathan's Stated Biases and Approach
🎦 02:21.420-03:38.680
- Jonathan discloses his personal "baggage and biases":
- He publicly debated for "Remain" in the 2016 EU referendum (which he notes was "nine years ago," placing this video's context around 2025).
- Reform UK is seen as an evolution of the Brexit results.
- He is pro-EU, with nuance.
- He states Reform is not naturally his kind of party and he will likely be critical, but aims to discuss the topic objectively and be critical of the two main parties as well to explain Reform's success.
The Origins and Evolution of Reform UK
🎦 03:39.900-06:32.600
- Reform UK originated from UKIP (UK Independence Party), a "one-trick pony, Euro-sceptic party" focused on leaving the EU.
- UKIP drew support predominantly from the right of the Conservative Party.
- The EU referendum was called by David Cameron, who thought it would silence Eurosceptics, but it "all went wrong" due to a badly run Remain campaign, and Leave won.
- Jonathan believes immigration was the primary driver for the Brexit vote, despite veneers like "sovereignty" (which he argues wasn't a public concern until it was promoted in 2016).
- He attributes this to a misunderstanding of the complex EU, making it easy to generate populist sentiment against "political elites" making undemocratic decisions.
- This period (2016) was fertile for right-wing populism, aligning with the MAGA movement and Donald Trump (who supported Brexit), fostering an "us against them" mentality.
Analysing the Brexit Vote Demographics
🎦 06:33.500-07:49.440
- While individual voting data is private, analysis of areas shows correlations:
- Less educated areas tended to vote Brexit.
- Areas with less (existing) immigration tended to vote Brexit.
- More working-class areas tended to vote Brexit.
- Jonathan notes caveats but states broadly there was a working-class element to the Brexit vote, which is important for understanding Reform's trajectory.
Reform UK's Broad-Appeal Populist Strategy
🎦 07:49.600-10:41.000
- Neither Labour nor Conservatives had an official party line on Brexit due to split electorates.
- Labour, in particular, struggled with a clear EU vision as many working-class Labour voters were strong Leave supporters.
- UKIP evolved into the Brexit Party, then Reform UK.
- Reform UK understood its success came from both right-wing Conservative Eurosceptics (elite and working-class) and Labour working-class people.
- Consequently, Reform UK campaigns not just on typical right-wing populist platforms (like immigration) but also incorporates some left-wing policies (e.g., recent support for nationalisation of utilities) to appeal to a broader base.
- Their core strategy is to harness populism against the "political elite" duopoly of Conservatives and Labour.
Drivers of Reform UK's Success: Immigration and Austerity's Legacy
🎦 10:41.000-13:24.980
- Reform is "battering" the political establishment (Conservatives and Labour), largely still on the issue of immigration.
- A Conservative MP (in this narrative) admitted failures after 14 years of Conservative rule: austerity, lack of money, under-investment in public services, leading to public annoyance (e.g., NHS waiting lists).
- A key Conservative promise was controlling immigration, a major Brexit driver.
- The irony: Post-Brexit, to meet economic needs for workers, "white Europeans" were replaced with "brown South Southeast Asian migrants."
- This has left many original Brexit voters, concerned about immigration, just as angry, as migration levels (legal and illegal) remain high. This discontent fuels Reform.
European Populism and Economic Discontent
🎦 13:24.980-14:19.139
- The immigration sentiment driving Reform is mirrored across Europe with parties like AfD (Germany), Rassemblement National (France), Vox (Spain), and others in Italy.
- Even left-wing populist parties like BSW in Germany are reportedly strong on immigration.
- Reform harnesses discontent not only over immigration but also over the lack of public funds resulting from 14 years of Conservative austerity post-2008 financial crisis.
- The Conservative approach was "cut, cut, cut," which Jonathan argues didn't stimulate the economy or promote growth.
Labour's Challenges in Government (Hypothetical Scenario)
🎦 14:19.139-17:42.259
- Jonathan states history shows austerity was the wrong approach; a mix of borrowing/spending and targeted cuts would have been better.
- In this narrative, Labour got into power in 2024, finding "no money" and having made limited promises due to this.
- Labour then skewed to the right to counter Reform's growing popularity and keep Conservatives at bay, hitting the welfare state.
- While the welfare state did need reform post-pandemic (UK still has high work absence from COVID-related issues), Labour's moves (e.g., looking at winter fuel allowance, disability benefits) were unpopular, even if necessary.
- Labour is criticised for not effectively communicating its successes (e.g., reducing NHS waiting times), unlike Trump's self-promotional style. This echoes the Remain campaign's failure to highlight EU benefits.
The Political Tightrope and Populist Appeal
🎦 17:43.079-18:46.399
- Labour's shift to the right annoyed some, who ironically might have supported similar Tory/Reform policies. It also risks losing left-wing voters to Lib Dems and Greens.
- Skewing left risks losing centrists.
- Populist parties like Reform offer simplistic solutions to complex problems (immigration, economy, welfare state), which appeals to a frustrated electorate.
The Challenge for Reform: From Protest to Governance
🎦 18:46.399-21:12.619
- Jonathan discusses the theory that populist parties (like AfD, RN) should be allowed some power to test their governing ability, potentially exposing their incompetence.
- Reform previously ran one council (possibly as UKIP) and reportedly bankrupted it, but this isn't widely known.
- As Reform moves from a fringe party to a mainstream, popular party, they can no longer just make uncosted promises.
- They need serious, costed policies and a coherent vision beyond just being "anti-immigration" or a protest vote against the status quo.
Local Election Results: Conservative and Labour Losses
🎦 21:13.659-22:40.199
- Conservatives were "absolutely shellacked," but many councils up for grabs were already Conservative-leaning.
- Labour, under "Starmer's first electoral test as prime minister" (in this hypothetical scenario), also suffered proportionately significant losses despite defending fewer seats.
- Maps show council clusters, some in Labour heartlands.
Vote Swings and Regional Examples: Reform's Broad Impact
🎦 22:40.199-25:55.999
- Jonathan speculates Labour lost votes to Reform, Lib Dems, and Greens; Conservatives lost more to Reform, some to Lib Dems (the "centre-left of the middle class").
- Cambridgeshire: A middle-class, affluent area. Conservatives down 16.4%, Reform up 16.4% (stealing entire Conservative vote). Labour not a major factor; Lib Dems increased vote share, gaining overall control.
- Devon: Lib Dems regaining ground in their former heartlands, Conservatives hammered, Reform taking Tory votes.
- County Durham (Labour heartland): A "staggering result." Labour majority decimated (down to 4.1%). Reform soared from near zero to 66.3%. Reform likely took all Conservative votes and almost all of Labour's.
- This indicates Reform is taking votes from both major parties. Had more Labour councils been up, Labour might have been hit as hard as the Conservatives.
Critique of "Lazy Political Thinking"
🎦 25:55.999-27:35.877
- Reform is attracting "low information voters" and those fed up, saying "they're all the same."
- Jonathan strongly detests this "lazy political thinking," arguing parties like Labour, Conservatives, Greens, Lib Dems, and Reform all have very different visions.
- He suggests Labour's vision might not be strong enough, while Greens have matured. He sees Reform as lacking a strong vision, acting more as a "protest vote" for those thinking lazily.
Reform's Council Gains and the Need for Vision
🎦 27:36.498-29:00.017
- Reform gained 10 whole councils, now having a majority.
- They will now need to demonstrate a vision for the country reflected in council decisions.
- An example of a lack of vision: a Reform candidate was elected who seemingly doesn't exist ("paper candidate"), with people voting as a protest against the duopoly.
- Council control changes: Reform +10, No Overall Control +3, Lib Dems +3, Labour -1 (Durham), Conservatives -15.
- Jonathan reiterates that Labour's losses would have been similar to Conservatives' if more Labour councils had been contested.
Further Election Result Examples and Lib Dem/Green Performance
🎦 29:00.438-31:50.258
- Staffordshire: Huge Conservative majority (90% of seats) wiped out; Reform now holds 80%. Labour also dropped, their votes going to Reform. "Just incredible."
- Lib Dems: Secured substantial gains by capitalising on anti-Conservative feeling in areas like Oxfordshire and Gloucestershire.
- Greens: Despite councils not being traditionally strong Green areas, they picked up seats.
- Jonathan highlights media bias: Greens have more councillors nationally (859 on 170 councils) and the same number of MPs (5) as Reform (who went up to 677 councillors in these specific elections), yet Reform gets far more media coverage.
- He suggests if Greens had Reform's coverage, they'd win by a landslide, but "the Green Party would actually tax a billionaire so they won't platform them."
Mayoral Election Results and Reform Victories
🎦 31:50.998-32:47.938
- Andrea Jenkyns (Reform): New mayor for Greater Lincolnshire (42% vote). (Jonathan states he does not like her).
- Labour: Held onto most mayoralties, except Cambridge and Peterborough, which Conservatives took from Labour (Reform likely split the vote, allowing Conservatives through).
More Council Results: Highlighting Reform's Dominance and Exceptions
🎦 32:48.758-35:41.278
- Luke Campbell (Reform): Former Olympic boxer, becomes mayor of Hull in East Yorkshire.
- Doncaster (working-class area): Labour hammered (down 29%), Reform up 37%, taking Labour votes. Conservatives not a factor.
- Durham (reiteration): Labour down 49%, Reform up 61%. Reform taking from both Labour and Conservatives.
- Kent: Conservatives "totally replaced by reform."
- Reform struggles more in Lib Dem heartlands (e.g., Oxfordshire, Shropshire) or affluent areas.
- Buckinghamshire (affluent): Conservatives hammered (down 58% but still at 48% share), Lib Dems up significantly. Reform only up 2%.
- Jonathan questions: "What is the difference between Doncaster and Buckinghamshire?" suggesting demographics (affluence, education, migration stats) play a key role in Reform's appeal.
Runcorn & Helsby Parliamentary By-Election: A Narrow Reform Win
🎦 35:41.278-37:15.677
- The only parliamentary result discussed: Runcorn and Helsby by-election.
- Reform won by six votes.
- Labour's vote share dropped from 52.9% to 38.7%.
- Reform's vote share rose from 18% to 38.72%.
- Reform took votes from both Labour and Conservatives, acting as a protest vote.
- The question remains: can Reform build on these successes with a coherent vision and policies appealing to both Labour and Conservative voters?
Reform's Policy Challenges: Anti-Union Stance and Populist Rhetoric
🎦 37:15.677-39:42.018
- Andrea Jenkyns (new Greater Lincolnshire Mayor for Reform):
- Suggests cutting council workforce by up to 10% for "lean, mean local government."
- Wants a Lincolnshire "Doge" (Department of Government Efficiency, inspired by Elon Musk's US initiative).
- Is "up for a fight with the unions."
- Jonathan highlights a problem for Reform: an anti-union stance from a former Tory MP like Jenkyns will alienate the traditional Labour voters Reform has attracted (e.g., in Durham).
- Reform's "tent" includes Labour and Conservative voters who have different beliefs about how the UK should be run.
Nigel Farage's Post-Election Comments and "Culture War" Rhetoric
🎦 39:43.396-41:43.836
- Nigel Farage, after the Durham success, advised Durham County Council staff working on climate change, diversity, equity, and inclusion (DEI), or working from home to "be seeking alternative careers very, very quickly."
- Farage claims a "silent majority" believes in Reform's principles.
- Jonathan critiques this as a "generated culture war" driven by Farage's narrative, which may not reflect UK reality.
- He sees Farage's DEI focus as imported US "Trumpism" / MAGA Republicanism, which he views as a problem for the UK.
Reform's Amateurism and Misunderstanding of Mayoral/Council Powers
🎦 41:44.176-45:08.836
- Jonathan mentions an unheard interview with Reform Councillor John Doddy, where the question posed was about being held accountable for implementing cuts, implying this is a challenge for Reform.
- Andrea Jenkyns: Vowed to sack Lincolnshire's diversity officers, but the council "doesn't employ any."
- Nigel Farage: His threats to council staff in Durham ignore that councillors don't have authority to fire staff or set employment terms; this is done by the CEO, department heads, and HR. "Reform councils are going to be a shit show."
- Luke Campbell (new Reform Mayor of Hull): Pledged "I will not increase your taxes... No council tax levy, no business rates levy."
- However, mayors do not set taxes; this is a function of the full council. Jonathan calls this "unbelievably ridiculous" and "amateur."
Reform as UK's MAGA Republicanism: The "Runcorn" Cartoon
🎦 45:08.836-46:28.896
- The Reform MP elected in Runcorn takes their national MP tally from 4 back to 5 (after Rupert Lowe's departure from the party).
- Jonathan shows a Daily Telegraph (Conservative newspaper) "Mac" cartoon depicting Runcorn under Reform: "They've already imposed tariffs on other counties and given Manchester to Putin."
- The cartoon portrays Farage as a mini-Trump, importing MAGA Republicanism (tariffs, pro-Putin stance on Ukraine) into UK politics.
Reform's Governing Paradox and Farage's Overreach
🎦 46:29.336-48:05.316
- Reform needs to offer more than importing "Doge" and making swinging cuts that could worsen services.
- The paradox: People voted for Reform due to dissatisfaction with services under Labour/Conservatives. If Reform's solution is more cuts, they risk repeating the very actions they criticised.
- Jonathan thinks this stems from Reform being primarily a "protest vote."
- He advises Nigel Farage to be careful not to overstretch with MAGA-style culture war language, as it may not have the backing of all his diverse voters (some of whom may not be internet-savvy with such rhetoric).
Challenges and Future Directions for Labour and Conservatives
🎦 48:05.316-50:45.536
- Labour: Needs a clear vision and to stand by more traditional convictions to win back voters. Should focus on a few massive national projects.
- Conservatives: "All over the shop." Kemi Badenoch is leader (in this narrative), facing pressure from Robert Jenrick who wants a merger with Reform.
- They face an identity crisis similar to the US GOP: merge with Reform (i.e., become MAGA-like) or reassert a traditional, small-c conservative, centre-right identity, distinct from populism.
- The right is split, the left is split. Jonathan suggests proportional representation is needed for better electorate representation.
- First Past the Post: Ironically, if Reform becomes a major party, FPTP could benefit them, and they might then oppose electoral reform.
Concluding Analysis: Reform as a Threat and the Path Ahead
🎦 50:45.536-54:01.096
- Jonathan views the election results as "very bad news" for both Labour and Conservatives.
- He notes a Guardian live blog headline: "Labour targets international students claiming asylum," suggesting Labour is trying to appease the right.
- A newly elected Reform councillor was reportedly suspended for hinting at defecting.
- Andrea Jenkyns' acceptance speech was described as "graceless, clunky, terrible."
- Wes Streeting (Labour Health Secretary in this scenario): Admits Reform is a "real threat" and may become Labour's main rivals.
- This is especially likely if Conservatives choose not to merge with Reform and instead try to maintain a distinct identity.
- If Conservatives do merge for power, they'll abandon traditional ideals.
- Reform's future popularity depends on whether the public realises "who Reform really are" or if Reform struggles to present a unified vision and govern effectively in the councils they now control.
- If Reform councils underperform, they will be held accountable, potentially losing momentum built as an opposition party.
Wrap up
🎦 54:01.096-54:18.376
- Jonathan concludes his analysis.
- He invites viewers to share their thoughts and engage in respectful conversation about his claims.
- Signs off with "Toodlepips."