Yesterday I got a few hours to spend some quality time with 631 rows and 12 columns of data.
The poll sources have now been updated and the polling used is as follows:
As far as I can tell the 2019 results are adjusted for boundary changes but not by-elections, defections or expulsions.
I looked at 2 aspects.
Constituencies where all of the pollsters have the same 2024 prediction.
I identified 391 constituencies where all 12 pollsters have the same predicted outcome in 2024. This can be broken down as follows for 2019 estimated result and 2024 predicted result.
191 lab hold
147 lab gain from con
12 lab gain from snp
6 lib hold
15 lib gain from con
14 con hold
4 snp hold
2 pc hold
On the basis of unanimous predictions only, Labour would win enough seats for an overall majority.
The 14 unanimous conservative holds are:
Arundel and South Downs
Beaconsfield
Brentwood and Ongar
Christchurch
East Surrey
Hamble Valley
Maldon
New Forest East
North Dorset
North East Hampshire
North West Essex
Sevenoaks
South Shropshire
Weald of Kent
The 15 unanimous Liberal Democrat gains are:
Cheadle
Cheltenham
Dorking and Horley
Eastbourne
Esher and Walton
Harrogate and Knaresborough
Hazel Grove
Henley and Thame
Lewes
South Cambridgeshire
St Ives
Taunton and Wellington
Westmoreland and Lonsdale
Wimbledon
Winchester
Black Sheep constituencies
These are where all pollsters agree except for one Black Sheep pollster predicting a different result. I have identified 73 of these and here is a Black Sheep ranking by pollster. I devised this as a fairly crude metric of how much each pollster's methodology diverges from the herd.
18 More in Common
10 Savanta
10 We Think
7 Ipsos
6 Electoral Calculus
6 Survation
5 Britain Predicts
5 Yougov
2 Election Maps
2 Focal Data
2 FT
0 Economist
Of the 18 More in Common Black Sheep, 14 are predicted Conservative holds where all other pollsters are predicting Conservative defeats, 13 to Labour and 1 to Liberal Democrat. The remaining 4 are all in Scotland.
On the other hand, all 10 Savanta Black Sheep are predicted Labour gains where all other pollsters are predicting another result. 8 of these are otherwise Conservative holds, the other 2 are in Scotland.
Regarding We Think, 6 of their 10 Black Sheep are where they are predicting an SNP hold and all other pollsters are predicting a Labour gain.
6 of the 7 Ipsos Black Sheep are predicted Conservative holds where all others are predicting a Liberal Democrat gain.
Electoral Calculus are the only pollster predicting that Galloway and Corbyn will win, they are also predicting that Reform will win in Barnsley South.
Another point worth noting is that 18 of the 73 Black Sheep predictions are in Scotland, which suggests that there is more divergence in methodology in Scotland than in England.
Here are some tentative inferences.
- voting on the day is going to need to be very significantly different from all of the polls to give any result other than a big Labour victory, and differences in polling methodology are only a matter of degree
- Predictions for Scotland are not as good as for England
- Polling consensus is possibly represented by the Economist, Focal Data and FT polls, though consensus isn't necessarily correct
- I was unsure about including the Election Maps poll there because their Liberal Democrat/Conservative split is rather different from the Economist, Focal Data and FT polls