The message from Britain-wide opinion polls is consistent - Labour now have less support than they did in 2019 when they were heavily defeated under Jeremy Corbyn

The latest batch of three GB-wide opinion polls all have similar fieldwork dates, and are remarkably consistent in their findings - 

Opinium (2nd-4th October 2024):

Labour 31% 

Conservatives 24%

Reform UK 20%

Liberal Democrats 11%

Greens 8%

SNP 3%

BMG (2nd-3rd October 2024):

Labour 30% 

Conservatives 25%

Reform UK 20%

Liberal Democrats 13%

Greens 7%

SNP 3%

Techne (2nd-3rd October 2024):

Labour 31% 

Conservatives 23%

Reform UK 18%

Liberal Democrats 13%

Greens 7%

SNP 2%

It's safe to assume that all of these polls have been weighted by recalled vote from the general election in July, which makes it almost certain that the drop in Labour's support is real.  The fieldwork was confined to Great Britain, ie. Northern Ireland was excluded, which means the baseline figure from July is not Labour's UK-wide vote of 34%, but their GB vote of 35%.  So their vote is down by around 4% or 5%, which is a pretty significant drop after only three months.

Yes, they do remain ahead, and on paper they would probably win an election if it was held tomorrow, but I think there's quite a compelling argument that in an underlying sense they're already behind.  It's incredibly difficult to believe that in four or five years' time they'd be able to win a general election on their current level of support, which is for example lower than the 33% they took in GB under Jeremy Corbyn's leadership in the crushing defeat of 2019.  The combined Tory/Reform UK vote ranges between 41% and 45% in these three polls, and if that somehow consolidates behind a single bloc over the coming years, even at this stage Labour look like toast.

But will it consolidate?  There was a comparable situation at the 1983 election, when the Tories won an artificially large landslide thanks to a near even split in the opposition vote between Labour and the SDP-Liberal Alliance. Most people probably assumed at the time that the division would resolve itself over the course of four or five years, but it didn't really - in 1987 Labour clawed back a little bit of support from the Alliance but nowhere near enough.  So there are no guarantees, but with Robert Jenrick remaining the clear favourite in the Tory leadership contest, and with Jenrick's platform so closely mimicking that of Reform, there does appear to be a clear route-map towards a reunited right-wing vote.  Maybe Jenrick and Farage will agree an electoral pact, or maybe there won't even be a need for that because Reform UK's current supporters will decide Jenrick is good enough to be getting on with and will swing behind the Tories.

The relevance for Scotland, of course, is that there could within a couple of years be a clear expectation of a hard-right government committed to withdrawal from the European Convention on Human Rights.  That could start to make the SNP's offer of independence look a lot more attractive than Labour's meaningless waffle about "the change that Scotland needs".

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