Two things appear to have gone badly wrong for New Zealand's centre-left bloc this election. We know the youthquake hasn't happened, but the other appears to be that Labour's traditional South Auckland strongholds have failed them badly. Not only did those electorates deliver well below Labour's average gain across the country, but National was actually able to increase their share of the party vote there too!
Before you read any further you should note that these are based off the preliminary count, and don't include the 385,000 special and overseas votes yet to be counted. I'll try to another recalculation of these statistics once we have the final declared result, as I imagine there could be some shifting around in these rankings.
Of the 71 electorate seats, National managed to increase its share of the party vote compared to 2014 in 12 of them. All 12 of those seats were Auckland seats too. As you can see from the above, where National has done surprising well across both South and West Auckland. In a campaign where issues like housing affordability, inequality, and health were meant to be top of mind for voters, and Labour touted their solutions to these problems, that they not only failed to gain traction in South and West Auckland, but allowed National to grow its share of the party vote there, is what stopped them from winning last night.
Where National lost most ground is interesting too, with National being most punished in the urban centres and a few provincial cities too. There could be a couple of things going on here. The first, I suspect, is the Jacinda effect showing up with young, urban voters in the big centres going Labour's way. Mt Albert will definitely be the Jacinda effect at play given it's now her home turf, and Christchurch Central and the Port Hills could be to do with simmering issues over Christchurch's earthquake recovery.
Interestingly, despite having lost badly in Mt Roskill in last year's by-election, National has performed well there. Which makes you wonder if they fielded a better candidate there whether they might have a better chance of winning the seat in the future.
I've including National's performance in the Māori seats here for consistency with the following graphics, but the reality is that National doesn't collect many votes in these seats and is usually outpolled easily by New Zealand First.
If I were Labour the first thing I'd be doing on Monday is sacking whoever was in charge of campaigning in Auckland, and probably Phil Twyford - Labour's overall campaign manager - too. While Labour grew its share of the party vote in all electorates, its failure in Auckland is little short of a disaster for them. To win an election in New Zealand you effectively have to win in Auckland, and South and West Auckland should have been areas Labour did better in.
There's probably a few reasons why Labour failed in Auckland. The large Chinese and Indian ethnic communities would likely have voted National following Labour's various anti-immigration debacles over the past three years. It's notable that Jacinda Ardern, when presented with a chance to back away from these policies, hasn't done so, and Labour has paid the price.
I'd also wager that Bill English's Catholic faith and his wife Mary's Samoan heritage has played a role here too. It would have allowed many Pacific Island communities across Auckland to identify with him more than Labour, and comes off the back of National having made a real push to these communities over the past two elections.
The real stars for Labour though were the Māori electorates, which were not only the top five best performing, but took out seven of the top 11 spots. While Willie Jackson did nominally fill the role of Māori campaign chair, I'd wager that most of this growth had little to do with him, and more to do with a backlash against the Māori Party, Kelvin Davis' elevation to the deputy leadership, and Jacinda Ardern eating the Green's party vote across the country.
Beltway sorts should have a nice chuckle that New Zealand First grew it's share of the party vote the most in Clutha-Southland. Other than that there's not much for Winston Peters to get excitged about here. Him being the MP for Northland clearly helped there, as did the selection and focus on Shane Jones in Whangarei. Other than that, it's pretty grim reading. Losing 2.78% points in Tauranga and Bay of Plenty is bad news given that this used to be Winston's stronghold.
They also didn't fare particularly well across the country in general, growing their share of the party vote in only five electorates and getting badly hammered in the Māori electorates which were their six worse performing overall.
With all this in mind, it's clear that once Winston Peters is gone, New Zealand First is gone. Winston and his party are utterly incapable of succession planning, and there's clearly nobody in the caucus who would remotely be able to pick up the mantle once Winston is gone.
So enjoy Winston's theatrics while they last.
There was no good news for the Green Party across the country, only terrible news, bad news, and not quite as bad news. The really damning stuff is how poorly the Greens did in Wellington Central where, in 2014, they got the second highest share of the party vote. It appears that the Greens urban liberal base have deserted the party in droves to go with Labour.
Rather than a youthquake, we've had a youth exodus from the Greens to Labour.
Where the Green Party can take heart I think is their performance across South and East Auckland where they stemmed the bleeding, in part helped by Labour's seeming inability to run a successful campaign north of the Bombays. I have a fleeting suspicion that some of their relative success here will also be down to Chlöe Swarbrick, who's likely converted much of the support and subsequent media coverage she received in her 2016 Auckland mayoralty run into support for the Greens.
Hopefully the Greens realise what a huge asset Chlöe is for their future, as they'll need her to turn things around at the next election.
In terms of the Māori seats the Greens have been hit by the swing to Labour in them, though not to the extent that New Zealand First was hit.
The final thing I wanted to throw in here was looking at the biggest swings around the country. To measure this I took the combined shifts in Labour and the Greens share of party votes, and looked at the gap to what National had lost (and vice-versa for any swings to the right).
Only four seats recorded a net swing to the right - again all in South and West Auckland! I suspect that on special votes Manurewa might drop off this list those as 0.11% points would be well within the 0.3% point drop I've predicted for National's party vote share from advance voting to final results. Even if Manurewa drops out, this still represents a massive failure for Labour in Auckland, and it's an issue they have to sort out if they're to beat National.
As per the other results, the seats where Labour did well and National did poorly largely figure here. The Māori electorates would have had larger net swings that I've recorded above due to my not including the Māori Party in these calculations.
What's crucial to remember though is while 67 electorates have experienced a net shift to the left, Labour and the Greens are still 4.3% points short of National, meaning that you can't necessarily claim a mood for change exists within the country, as more people voted for the status quo than for the alternative centre-left bloc. I don't think you can justify lumping New Zealand First's party vote in with a mood for change, as it's more just a "mood to be listened to" by those who vote for him.