Tag: Brexit

Is Britain heading for a no-deal exit?

The biggest complaint about politics from people who run businesses is not Brexit itself, where opinions are divided depending on the depth of relationship with other EU countries, but on the uncertainty. We don’t know exactly what shape Brexit will take and when. One businessman explained to me, last February, that it was impossible to prepare for the impending departure date of 29 March because he didn’t know what he was preparing for. That date has come and gone and the uncertainty has just got worse.

The new crunch date is 31 October, and attention has moved on to the contest for the Conservative leadership, as this will almost certainly determine who will be our next Prime Minister. Both contenders, Boris Johnson and Jeremy Hunt, maintain that achieving Brexit on this date is their main aim. What is less clear is how much of a rupture either man would be prepared to risk to achieve this goal.

Mr Johnson is the strong favourite but his campaign is not going smoothly. Mr Johnson has never presented himself as being a slick operator, so this is not particularly damaging of it itself. But his strategy to date has been to say as little as possible, to allow a wide spectrum of Conservatives to project their wishes into the vacant space. To hard Brexiteers he has promised to take Britain out on 31 October come what may. Those who would rather delay than suffer a full rupture detect some flexibility. Attacks on Mr Johnson both on his private life and his Brexit stance have forced him increase the level of press exposure in order to help recover the initiative. That has forced him to reveal more of his thinking, but this has not helped us very much.

What he has shown is a breathtaking optimism. He says both that a new deal is perfectly feasible in the time, and that a no-deal does not mean all that much rupture in fact. This sheer candy floss, sweet-tasting but disappearing on contact with anything solid. For his main audience, the Tory membership, this is fine. They are fed up with the consistent pessimism they hear from critics of Brexit, and appreciate the ray of sunshine that Mr Johnson provides. But what does it actually mean?

Commentary on the various Brexit strategies coming form the Conservative leadership candidates is relentlessly negative. I largely share this scepticism, but I don’t feel there is much point in repeating it. Critics of Brexit tend to programme out more optimistic scenarios. But if we are to understand more clearly what might happen we should not dismiss the optimistic gloss so easily.

The first possibility is that a Withdrawal Agreement will be agreed by 31 October, and that it will get through parliament. The first problem is that both leadership contenders say that it needs to be changed from its current form, but that the EU side has said that it is unchangeable. The second problem is that there is very little time to agree and implement something different. But the EU fears the full rupture too, so something might be done that saves face on all sides. This might pass parliament because Brexit supporters realise that trying for the no-deal alternative leads to further delay, which plays into the hands of the Remainers. The deal cannot be much different from what came before, but there may be more Conservative solidarity, and Labour discipline might start to crack. This seems to be Mr Hunt’s game-plan. It could work. But the odds are against it. It has been tried before, by Theresa May, and the EU called the British bluff successfully. They will be tempted to do so again giving the British prime minister very little to play with.

The second possibility is what might be called a no-deal no-rupture Brexit on 31 October. This seems to be Mr Johnson’s big idea. At first sight it is nonsense. Any kind of no-rupture, with a transition period where little practical changes, requires a deal of some sort. But what of a small-deal small-rupture Brexit? This would involve the transition period as specified in the original Withdrawal Agreement, the target of a Canada-style free trade agreement, with WTO arrangements as a fall back. The other details. such as Ireland and the money, will be worked out later. What’s in it for the EU? There would be no rupture, or at any rate a delayed one, which would remove a big headache, especially in Ireland. The UK would no longer pollute EU institutions such as the European Council and the European Parliament. They would get at least some of the money envisaged in the original Withdrawal Agreement.

Would the EU buy it? Of course it is a renegotiated Withdrawal Agreement by other means, with the Irish backstop removed from it. And there is not much time to negotiate it. That’s a big problem. The more of the original agreement is grandfathered into the new arrangement to save time, the more of a humiliating climbdown it would look for both the EU and the Irish government. There needs to be a large dollop of something from the British government to compensate. At the moment I really can’t see what this would be. Mr Hunt’s plan looks a much better bet.

But the question remains how far Mrs May’s successor is prepared to risk a full no-deal rupture. This still seems to scare a lot of people. The threat of large agricultural tariffs on exports to the EU, including over the border in Ireland, is a big deal for people that Tories care about. And there remains the chance that parliament could sabotage it by bringing the government down.

That leaves a wide spectrum of possibilities, from remaining in the EU after all, with or without a further referendum, all the way towards a full no-deal rupture. And each of these possibilities has a significant probability. Meanwhile the opinion polls show four political parties each with about 20% of the vote, something that would make the outcome of any election highly unpredictable. There is no relief in sight for Britain’s businesses.

A divided nation is bad news for the Tories

The two televised debates between the contenders for the Conservative leadership served at least one useful purpose to those of us who have no role in the process. They showed how divided the country is and how different sections of the public live in different and irreconcilable worlds.

Brexit is the problem.The contenders hunted for a reasonable centre-ground on other issues. They deplored the failings of public services after years of cutbacks; they thought tackling climate change should be a top priority; they celebrated multiculturalism. None of these are a given amongst pro-Brexit hardliners. The Brexit Party’s Nigel Farage happily focuses on tax rather than services, says climate change is a hoax and deplores multiculturalism, drawing inspiration from Donald Trump. There is polling evidence that such a combination of views is commonplace amongst Conservative Brexiteers.

But this moderation amongst the leadership contenders counts for very little. They are overwhelmed by Brexit and the candidates take one thing as a given: Brexit must be achieved by 31 October (or perhaps a shade later) at virtually any cost. Arguments about whether or not this is a good idea are redundant, because, they agree, public confidence in politics and democracy would collapse otherwise. Implementing the letter of a three-year old referendum decision is a decisive test for democracy in this view, otherwise the liberal elite will have succeeded in thwarting the will of the people. The only argument is over attitudes to a no-deal Brexit, and even there only Rory Stewart (now eliminated) suggested this should be ruled out, as much because parliament is against it as that it is a bad idea in itself. All other candidates agreed that a no-deal Brexit was a bad thing, but said that the prospect of delaying Brexit was even worse. They tried to reconcile this awkward stance by saying that it was crucial for the country’s negotiating position to present a credible threat of no-deal, as if negotiating a complex and long-term political relationship was like Tesco trying beat down its suppliers on the price of cheese.

To people like me, who may now be in the majority of the country as a whole, this is utter lunacy. We should do Brexit because it is good for the country not solely because of a three-year old referendum. And just what is so undemocratic about going back to the country in a further referendum if parliament cannot agree on a deal? And yet that last option is so beyond the pale amongst the leadership candidates that it wasn’t even discussed. And as for keeping no-deal “on the table”, it looks like an effort in pointless self-harm that will weaken the county’s negotiating position in the long-term yet further.

And yet the leadership candidates are not stuck in a Westminster bubble. It is the reverse: they know full-well that this is how the party’s core supporters feel – and that is why they deserted en masse to The Brexit Party (TBP). If the new Conservative leader does not take this tough line on Brexit, the party could very well melt down. The leadership contest must be fought in the world-view of the hard Brexiteers, with the rest of us acting as helpless spectators.

But that is climbing out of the fire and into the frying pan. The main reason that the Conservatives did so badly in the European elections was defections to TBP. But there was another reason: many others defected to the Liberal Democrats. I know quite a few of them. These people do not inhabit the world of the hard-Brexiteer. To win the next general election, the Conservatives will somehow need to get these people back. The contenders left some clue as how they hoped achieve this. The first was they want to avoid a general election for as long as possible. They all agreed on that, notwithstanding the government’s lack of a majority, and their protestations about democracy. Second they hope that by achieving Brexit they can move on, and change the subject to stopping Jeremy Corbyn.

That could work, but it depends on passing something that looks very like Theresa May’s deal, allowing departure on 31 October, or even before. This will soften the Brexit transition, and, crucially, make the argument over a further referendum redundant. Brexit will still be an issue, as the future trading relationship has to be negotiated, but on a level that makes it much easier to push down the political agenda, though there is a danger that the end of the transition period gets tangled up with the next general election.

But it is much harder to see this working with a no-deal. Such an event would rank alongside Black Monday in 1992, when Britain dropped out of the European Exchange Rate Mechanism, destroying John Major’s newly reelected government’s credibility – a position from the Conservatives were unable to recover for nearly two decades. Furthermore it would create a series of future crises that would mean that the government would be unable to control the agenda. The sunny post-Brexit uplands, that leadership contender Michael Gove hopes for, will be very hard to usher in in time.

Can a new Prime Minister succeed where Mrs May failed three times? There is hope. Labour MPs, especially those in heavily Leave-voting areas, are getting twitchy and discipline may be starting to break down, to judge by Labour’s failed attempt to move against a no-deal last week. The EU may be able to offer a token something to cover the retreat. Some of the contenders correctly understand that the key will be the Irish Republic’s government, as a no-deal would create huge problems there. English Tory understanding of Irish politics is woeful, but something may be achieved.

Meanwhile the non-Brexit supporting half of the country will have to endure some further weeks of public debate amongst Conservatives conducted in a world that looks completely unreal to them. In due course there will surely be an anti-Brexit backlash, for which Conservatives will be utterly unready.

The Brexit Party shows that Nigel Farage has learned from his mistakes

I dislike the journalistic fashion of reporting and commenting on news before it has happened, which affects even such high-minded journals as The Economist. They have an annoying habit of reporting and analysing both elections and economic statistics before the actual results or figures are known. So I won’t comment on how most of the political parties are doing in this Thursday’s elections to the European Parliament. But enough of The Brexit Party (TBP) is known to give observers of the British political scene pause.

In the TV film Brexit: the Uncivil War, Nigel Farage and his principal backer, Arron Banks, are painted as buffoons. This is compared to the sharp and focused official Leave campaign managed by the maverick Dominic Cummings, established by, among others, Ukip’s ex-Tory MP Douglas Carswell. Mssrs Farage and Banks and their Leave.eu campaign were nevertheless useful to the Leave campaign, by making less respectable arguments about immigration and culture, while the official leavers concentrated on the more politically correct arguments about sovereignty and money. The film is a caricature, of course. The official Leavers were happy to talk about Turkey joining the EU, while Leave.eu did some pretty sharp stuff with data and social media too.

But one hope for Remainers angling for a further referendum was that the Leave side would not be so sharply organised the second time around. TBP should disabuse them of that notion. This party has risen from nowhere to consistently leading the polling for the European elections, and polling nearly 20% for Westminster elections too. This is in stark contrast to the other new party that had hoped to use these elections as a launchpad: The Independent Group, now calling themselves Change UK, who have crashed.

What is clear is that Mr Farage is no buffoon, and that he has learned from the failure of his previous vehicle, Ukip, and the success of Mr Cummings’s Leave campaign. Ukip became a rambling and chaotic political party of assorted eccentrics, which became unmanageable because it followed the conventional wisdom that political parties had to be “democratic” in order to maintain the participation of their memberships. By “democratic” I mean using democratic forms to give important rights to members. Control by a self-selected minority is in no sense democratic, and I hate the word being used in this context – though Labour, the Liberal Democrats and the Greens have all picked up this irritating habit. We are about to see just how democratic this idea really is when 100,000 Tory members will be make the final choice as to who will replace Theresa May as Prime Minister.

TBP makes no pretence at this sort of “democracy”. So far as I can see there is no membership. The public can sign up as registered “supporters”, but they do not acquire any rights by doing so. Meanwhile the party’s organisation is tightly controlled by an efficient cadre. In European elections all political parties are entitled to one piece of freely distributed literature, which politicos call “freepost” (the production and printing still has to be paid for by the parties). TBP’s freepost was individually addressed and arrived before anybody else’s. It was also one of the clearest and best produced. This bespeaks organisation and funding that were in place before we actually knew these elections were going to take place. The next best organised, incidentally, were the Lib Dems, also individually addressed (though only sent to minority of voters) which arrived not long after TBP’s, and which also had clear messaging. Change UK’s, by contrast, was late, unaddressed, and devoid of content (Labour’s was almost as bad – and the Tories have not produced a freepost at all).

But TBP’s sharpness goes well beyond organising this literature. It has organised street stalls and well-attended public meetings, and mobilised celebrity (sort-of) endorsements. Its message has crushed rivals on the hard-Leave side, and in particular Ukip, which many voters didn’t know Mr Farage had left. It destroyed the Conservatives before they could even mobilise. They have been getting quite decent media coverage (including from the BBC, stretching their mandate for fair coverage, which usually biases towards established parties) – but this is a sign of a well-organised social media campaign. Ironically social media seems to work even better politically amongst technically less agile oldsters than it does with younger voters. The former are still using Facebook and Twitter.

Pretty much everything about TBP looks sharp. It has a nicely designed logo (don’t ask Change UK about theirs…), and very clear messaging. They have now set most Leave supporters on the route to saying that only a no-deal Brexit (a “WTO Brexit of “managed no-deal” as they call it) can honour the result of the 2016 referendum. The message underlying this is that politicians can’t be trusted and the party wants to “Change Britain for Good” (a slogan that I think the Lib Dems have tried before, much less successfully). In the last few days doubts have been raised about the way it obtains online donations – but I would be surprised if this didn’t check out. All parties do this, though TBP sails much closer to the edge than we do at the Lib Dems – the risk is around how the party ensures that a series of smaller donations don’t add up to something that should be reported.

So if there is a new referendum, Remainers should know that they will be up against formidable opposition – when their own organisation is all too beset by inter-party rivalries between Labour, the Lib Dems, the Greens and Change UK.

What TBP’s weaknesses? There are two. First is that it risks being too old, white and angry. Cummings’s Leave campaign made real efforts to cultivate a middle ground of more reasonable supporters, who did not want to reject a different sort of association with the EU, and who were a lot less angry about “the elite” because they were on the fringes of it themselves. They also wanted to distance themselves from the unspoken misogyny and racism that lurks behind the more extreme forms Brexit support (Mr Farage both plays on this for all he is worth, and is sensitive to its dangers). So TBP could race up to 25% support (and higher in the Euro elections) and smash into a roadblock. This level of support makes life very hard for established political parties but may well be insufficient to make headway in Westminster elections. The Lib Dems suffered from this in the 2000s.

The second weakness is organisation. The flipside to the slick, highly centralised organisation it now has, is that it is weak on the more distributed and devolved organisation needed to succeed locally. It probably doesn’t care about council elections, but it surely does about Westminster ones. Most successful constituency campaigning is of this localised sort – unless you can get popularity into the 30s and 40s nationally (as the SNP succeeded in doing in Scotland).

Both of these weaknesses should matter less in a referendum. Other organisations (such as the Conservatives and Labour Brexiteers) can pick up the middle ground, and local organisation doesn’t count for that much. So what should Remainers do? A topic for a future post.

The centre ground is collapsing

British politics is in deadlock, with two extremes increasingly dominant. These extremes are a militant, conservative nationalism and an increasingly aggressive assertion of liberal values. The main battleground is Brexit, but it is by no means the only one. The centre ground, which seeks a compromise that the country as a whole can live with is imploding.

Thus we have a paradox. Most MPs want Britain to implement the 2016 referendum result and take Britain out of the European Union. And yet they have been unable to do it, and the possibility that Britain will never leave is now growing. That is because the militant nationalists insist on a radical interpretation of Brexit, and are prepared to block compromise. This is having two effects. First it has deadlocked the House of Commons and prevented the government from passing an exit deal. The second is that it is provoking Remainers into increasing militancy themselves, since to them such a radical interpretation is a clear violation of the referendum result, which after all was a narrow one.

The leaderships of both main parties are holding crumbling middle ground, which seeks an orderly exit from the EU, and a reasonably smooth economic relationship with it, and, in particular, an open but functional land border between the EU and the UK in Ireland.

How did we get here? In June 2016 the referendum gave a narrow but clear majority for Britain to leave. About a third of the country were delighted, another third wished the result could somehow be made to go away, and the remaining third accepted that the country needed to leave, with varying degrees of enthusiasm. The mandate to the government and parliament was clear. All but a handful of Conservative MPs accepted the referendum result, and most Labour ones did too. As Theresa May took over the helm as Prime Minister she interpreted this as proceeding with as close a relationship with the EU as practical subject to three red lines: control over migration, no financial contributions and no jurisdiction of the European Court. This was a pretty fair interpretation of the referendum result, where migration and the financial contributions were key issues, as was sovereignty. A fourth red line soon crept in however: no customs union with the EU. The mandate for this was not a clear one, but many Tories considered that the ability of the country to negotiate tariffs with other countries to be critical. That is where things started to go wrong.

But even with these clear red lines, it was apparent that any deal with the EU would be messy and involve compromise: Britain’s bargaining position was a weak one. Notwithstanding this Mrs May gave the EU the two year notice required under Article 50 of the EU constitution in March 2017. She has been much criticised for this, but it did make sense. A later date meant that we would have been tangled in elections to the European Parliament, and after that the handover to a new Commission. Then Mrs May had a brainwave. If she called a General Election, she could establish a clear majority in parliament and that would give her the leverage to push the whole messy business through. Again, this was not an error. She badly needed a big majority, and also to stamp her authority on the party. The polls were very favourable.

Then disaster struck. Instead of leaving nothing to chance in the election, in the way of Tony Blair, and focusing her pitch exactly on Brexit, she let her close adviser, Nick Timothy, put together a hubristic manifesto that pushed into all sorts of other areas, notably funding social care for the elderly. She also listened too closely to the advisers who told her to keep her distance from the debate, and especially not to allow herself be exposed to a televised leaders’ debate. This was an understandable mistake because her public performances were dire. But it reinforced public doubts about her. It all unravelled and she ended up in a minority depending on Ulster’s DUP. She should probably have bowed out then and there. But she carried tuck on doggedly, and her party let her.

The big problem turned out to be the intra-Irish border with Northern Ireland. The Irish government insisted that the border remain an open one: but that implied that Northern Ireland at least would be part of a customs union with the EU, if not the Single Market. Mrs May (and others in her government) underestimated this. She was desperate to close the Withdrawal Agreement quickly, and so she allowed wording in this that implied either the UK as a whole or Northern Ireland would stay tethered to the EU Single Market in some shape or form, until somehow some other arrangement could be made that kept the border open. And this would be baked into an international treaty that a future parliament would find it hard to get out of. This issue than split her own party and alienated the DUP. The other parties were not going to help her out. Meanwhile the Irish government has stuck to a very hard line, notwithstanding the risk of a no-deal.

And so the impasse. We are still in the EU long after the 29 March departure date, and facing those European Parliament elections. The best hope of exit is through a deal between the Conservative and Labour parties to agree on some form of compromise. Talks are under way, but both leaders are being urged to abandon them. This is partly because of entrenched views on Brexit, on the one side insisting that there can be no customs union, and on the other that there must be a further referendum. It is also because there is polarisation beyond Brexit along more traditional left and right lines. This is where both parties want to fight the next general election, and they are keen to paint the other side as muddled extremists.

With the main parties deadlocked, the initiative is moving elsewhere. Most spectacular is the new Brexit Party, led by former Ukip leader Nigel Farage. This is running to a highly nationalist script, stirring up anger over the alleged betrayal by the metropolitan elite. It is copying much of its playbook from Donald Trump. Mr Farage has a ready audience, and is playing to packed out and enthusiastic public meetings. This is a message of pure anger; there is no suggestion of any constructive path out of the mess the country finds itself in. But many formerly resigned and politically inactive people tasted political success in the referendum, and they are not ready to give it up. Probably as much as a quarter of the electorate are supporters, with many more willing to vote for it as a protest in European elections.

Other parties are becoming more militant too. Most successful of these is the Liberal Democrats. This party has often flirted with the centre ground, and often practices centrist government locally – but on the national stage they have become militant Remainers. The Greens too are doing well, combining their environmental militancy with a European one (not so long a go I remember them having a very large Eurosceptic faction – which shows how times are changing). Change UK, the new party made of defectors from both Labour and Conservative, is muddled about whether it is centrist or extremist, and is losing momentum as a result. In Scotland and Wales local nationalists are seizing the opportunity in their own particular way, with a combination of their own nationalism and Remainer militancy.

Meanwhile Conservatives and Labour are losing control. Both have succeeded through being coalitions of different interests, and so have had a natural tendency to be centrist – long seen as essential to winning power. But increasingly their activists are losing sight of that and wanting to join the polarising tide.

Where will this end? The two most likely outcomes are a no-deal Brexit (probably in October this year), or a further referendum which ends up stopping Brexit altogether. Each would be a victory for one of the extremes. Both would leave a legacy of bitterness that will take a generation or more to heal. Perhaps that is something our country has to go through before it reconciles itself to its new fate, whatever that is.

Britain’s European Parliament elections are the Brexit Party’s to lose

After the British government failed to arrange Britain’s exit from the European Union on 29 March, the country must now elect members for the European Parliament (MEPs) on 23 May. Few people wanted this to happen, but the state of EU law is such that it can’t be waved away.

These elections have a rather interesting place in the country’s democracy. Alas this has nothing to do with the job that MEPs have to do, though that is an important one. Because the result is inconsequential so far as most people are concerned, it is an ideal vehicle for a protest vote. And with a large array of parties competing for votes, there is no need for voters to choose one of the main ones. Indeed, for a strong message of protest it helps if you don’t. And in 2019 the vote is probably genuinely meaningless, as it is still likely that the country will leave the European Union before the year is out. So the result could be quite revealing about the population’s real political preferences.

The Euro elections, as they are often called, have played an important role in bringing Brexit about. The United Kingdom Independence Party (Ukip), when led by Nigel Farage, understood how to use the opportunity better than any other. It has provided the party with a platform and even political respectability. It came second on 2009 and the first in 2014. This served to raise the issue of Britain’s EU membership up the political agenda, and to scare the Conservative leadership into promising a referendum. The elections have also been quite useful to the Green Party, who have managed to get a small number of MEPs elected. For the Lib Dems, who have under-performed in these elections in spite of having candidates who really want to be MEPs, they have conferred a measure of establishment respectability, as they have managed to get somebody elected in most of the regional constituencies. Until 2014 that is, when they lost all but one of them – and the shock of that disaster was massive to party’s leaders, still in denial as to how low its fortunes had sunk.

Unfortunately the relatively strong performance of these smaller parties (as well as the racist BNP who got two MEPs elected in on election) has fostered the illusion that small parties can do well, and a profusion of them enter the fray. But the Labour minister Jack Straw, who devised the electoral system, and was no fan of proportional representation, made sure that things weren’t that simple. He divided the country into constituencies with a maximum of 10 MEPs and a minimum of three. That meant that a party generally needs to get 10%, or potentially much more, in a particular region, to get somebody elected. and they need more than 20% to really make a real impact. And without preferential voting (except in Northern Ireland) if your party doesn’t make the threshold your vote is wasted. A profusion of small parties can, paradoxically, make life easier for the bigger ones. This was shown last time in the North East of England, when Labour bagged two out of the three available seats with under 40% of the vote.

This will make the election very messy. The two main parties have struggled for years at the Euros, where their usual strategy of bullying electors for fear of the other lot has little traction. The Conservatives are in a desperate position. The politics of Brexit has put the party in a state of civil war, and its leader is a lame duck. Its members and donors don’t believe in the election, and it is hard to understand what message they will campaign under. Their poll ratings are in free fall; they could end up taking less than 20% of the vote and joining the shrapnel of minor parties. Labour are much stronger, but the leadership studiously sits on the fence as concerns Brexit, and that will weaken them. They have no good reason to change that strategy for now, as it seems to be working. If voters are anxious to show their views on Brexit, then it will leak votes in both directions. A lot of its traditional supporters will not vote. Nevertheless the party could do relatively well if it can hold on to enough of the vote to stay out of the shrapnel zone.

On the Brexit side of the other parties there are two main runners. Ukip is still in business with a recognisable brand, and Mr Farage has set up a breakaway: the Brexit Party. The latter is brand new, and has only just completed its registration. Many politicos had assumed that its lack of brand recognition in an apathetic electorate would be a fatal weakness, and it and Ukip would badly split the Brexitvote. But recent polls show that the Brexit Party is doing very well – even leading in some – which goes to show just how powerful the “populist” parties and their social media connections are. Just because voters are apathetic over the various mainstream parties doesn’t mean the are apathetic about Mr Farage’s doings. The new party is likely to be tripped up by the now highly treacherous regulatory regime, given the happy-go-lucky culture such parties live by, but that is not likely to emerge until long after the election is over, provided they manage to get candidates nominated. Ukip, whose affairs have descended into farce, are likely to be buried among the shrapnel. The Brexit Party, on the other hand, could be one of the beneficiaries of the splintered vote.

The three main Remain parties, the Lib Dems, the Greens and the new Change UK (formerly known as The Independent Group or TIG) on the other hand are courting disaster exactly because they are splintering the vote. Combined they could take as much as 25% of the vote – enough to do very decently. Split three ways they could end up with just one or two seats apiece. Under the country’s increasingly bureaucratic electoral regulations running a joint list in the time available to organise it was always going to be impossible, and it would have left the joint parties hobbled by expense limits. The Greens and Change UK claim that the proportional system makes a joint ticket unnecessary, and the Lib Dems claim that their attempts to organise a joint campaign were rebuffed. All three are surely being disingenuous. In any case, if they elect MEPs they will stand for different things – which might count if they succeed in stopping Brexit and serving their full terms. The election isn’t actually about Brexit after all – it’s about playing a role in the EU’s governance.

Meanwhile the three parties will be locked in a fierce battle with each other, and for attention within an apathetic electorate. The Greens have a strong brand, and may draw some votes from disillusioned Labour supporters from the left. The high profile climate change protests in London could help it too – though they are annoying a lot of people, these aren’t the ones who were ever likely to vote for them. But the strong brand is also a limiting factor which puts people off as well as attracting them – it is hard to see the party making it into the big time. It is hard to know what to make of Change UK. They have managed to get their new party registered in time, but their proposed logo was rejected. Their appeal is vague – but they may have some generous donors behind them, and they have a strong profile in mainstream media. They might be able to do something with this and it would be very foolish to write them off.

And the Lib Dems? Their (I should say our) brand is battered. But it has far more administrative strength and depth than the other two, and it could do well in local elections in early May, where its rivals have very little presence. It hopes to become the standard bearer for angry Remain voters. But it needs to push well beyond its usually polling range of 6-10% not to get caught in the shrapnel zone. This will be a big test for the party and its strategy of pitching itself as the hard Remain party.

For now it looks as if the election is the Brexit Party’s to lose, with maybe some consolation prizes for Labour. Whether this tells anything useful about the UK body politic is another matter, but it will provide a lot of entertainment for politicos.

We don’t know who is winning the Brexit trench warfare

Britain’s struggle over Brexit resembles the popular image of trench warfare on the Western Front in the First World War. Huge amounts of effort are expended, after which nothing much seems to have changed. Last night’s further postponement of the leaving date left me with that feeling. None of the possible endings seems any closer: Brexit with a deal, Brexit without a deal, or revocation with or without a further referendum. It doesn’t even look as if Theresa May, the Prime Minister, will resign to give somebody else a chance.

As with trench warfare, however, the important changes are less visible, and have to do with the stamina of the combatants. Optimists urge their side to keep going as the enemy is about to crack; pessimists see the strains on their own side, and assume that the other side is in a better state. But nobody really knows who will crack first.

And the strains are clearly showing on all sides. Within the Remain camp there were some Liberal Democrats, reportedly including the MP Norman Lamb, who were angry that a number of Lib Dem MPs voted (decisively) to oppose the customs union proposal in parliament’s recent indicative votes. Now, they say, is the time to reach out for a compromise and end the stalemate that is stopping progress on so many other parts of public life, as well as blighting businesses. Reportedly Norman said that the Lib Dems were no better that the Tory Brexit extremists of the European Research Group.

On the Brexit side there is the public recantation of influential journalist Peter Oborne. He now says that Brexit is much harder than he thought and really not such a good idea after all. Just before last night’s summit Mrs May talked of moving on to Britain’s brighter future outside the EU. There was no more conviction to this that her mantra that “no deal is better than a bad deal”. Her actions speak otherwise, unless she also thinks that staying in is better than no deal. Only a tiny band of die-hards can actually think that life would be better outside the EU. Most Brexiteers either feel strongly that the 2016 referendum result, with its high turnout from previously apathetic voters, should be respected, or else they simply want to move on. And, of course, accepting Brexit with a deal (which would have to be close to the one Mrs May has already agreed) is by far the easiest way to move on.

The people that look most defeated by this latest episode are the no-deal Brexiteers. They have a lot of poll support, but only about 100 MPs. Most people who look into the idea quickly drop it. Clearly the scare stories are not all the usual hype. The plan of the no-dealers was to get their way by default – but neither the government nor the EU are playing along with this. All intensely dislike the prospect of a no-deal. But the no-dealers aren’t defeated. Their best chance lies in changing the Conservative Party leadership to a hard Brexiteer like Boris Johnson, and hoping that he or she doesn’t wobble. Their other big hope is that the EU will throw Britain out, as is now in their power. This is close to the French president Emmanuel Macron’s public position, doubtless following French public opinion. Britain’s ambiguous status will do progressively more damage to EU institutions as it persists – and some EU leaders are starting to realise that a badly divided United Kingdom would not be an asset to the Union. So the no-dealers won’t give up yet.

The Remainers, who are ultimately looking for a revocation of Brexit, continue to hope too. They have suffered reverse after reverse, but they sense that the public mood is relentlessly creeping their way. Their biggest problem is that the Conservatives have firmly shut them out, and the Labour leadership is opposed too. Of the two, Labour’s resistance is clearly the weaker, since most Labour members and voters are Remainers. And yet the longish delay could force both parties to concede a referendum to break the deadlock, and that is all the opening Remainers are asking for.

Meanwhile those advocating the current deal on offer, or at least the legally binding Withdrawal Agreement part of it, are tantalisingly close to victory, like the Germans in April 1918 in World War One. All it now requires is for the talks between the Labour and Tory leaders to reach a compromise wording around the idea of a customs union and then to recommend that to their respective MPs. That should be enough. Or something similar might be achieved by a move led by backbench MPs. But the political rewards for such public spiritedness look meagre in Britain’s toxic politics.

What will happen? I find it impossible to predict and I don’t even know what I want. Each of the three possible outcomes looks pretty bad. Staunch Remainer as I am – and I would vote to revoke if given an opportunity – I do not relish the prospect of living in a country haunted by a stab-in-the-back myth, which can be trotted out to explain anything bad. Even if Revoke wins in a new referendum, it is hardly likely to amass the 17.4 million votes that Leave did in 2016, as turnout is likely to be low. I am tempted by the idea that we need to take one step back before taking two or even three steps forward.

Meanwhile it is hard not to be depressed.

The Brexit chaos offers Labour an opportunity

Most people who follow British politics are in despair, as neither government nor parliament are able to plot a way forward with sufficient backing to succeed. But perhaps the small band of advisers to Jeremy Corbyn, Labour’s leader, who famously think that Brexit is a subsidiary issue, are sensing opportunity.

When Mr Corbyn was elected as Labour leader in 2015, Conservatives were gleeful, foreseeing a generation of permanent Tory rule. But Brexit and a blinkered leader have undone them. In 2017 they threw away a massive poll lead and lost their parliamentary majority. In recent months they have retained a consistent poll lead over Labour. This is not enough to break the deadlock, but enough to keep Labour out. But that could change.

Consider the possible outcomes of the current impasse over Brexit. A strong possibility is that the country will crash out of the EU on 11 April without a deal. Neither government nor parliament wants this, but neither can they agree on a deal, nor do they have the courage to revoke the Article 50 withdrawal process altogether. So what are the likely consequences?

It is hard to know just how bad things will be in the event of a no-deal Brexit, as most commentators are either pumping up the dangers or dismissing them. But some of the more thoughtful Brexiteers, like Michael Gove, the Environment Secretary, are clearly rattled. Agricultural tariffs seem to be what is spooking him. Agriculture is not a major part of the economy by monetary value, but politicians the world over know that it packs a big political punch. There will be other problems, not all entirely attributable to Brexit, that will add to the misery. The British car industry is flat on its back. This is partly to do with Brexit, and the effect of planning blight on an industry that has to investment for years ahead. But also it is almost entirely foreign-owned and the underlying economics has changed to make repatriation of manufacturing to home countries more advantageous. A no-deal will accelerate its decline and the massive loss of prestige that will go with it. And there will be a hundred other smaller humiliations, that will be felt keenly by the better-educated and more worldly third of the population who never wanted it in the first place.

It gets worse. Britain will still have to deal with the EU and work out new agreements to allow a thousand things that we take for granted to keep going. This will not be easy as Brexiteers promise, and further humiliating climb-downs are in store. The only place where the hard Brexiteers may be proved right is Ireland. The Irish Republic is only now facing up to the consequences of its hard line on the Withdrawal Agreement and finds itself in a very sticky spot, just as the DUP and the Tory supporters predicted.

In the chaos Labour should be able to force a General Election, even if the government tries to struggle on. The Conservatives don’t have a majority, and have been struggling with a stream of defections. The DUP may well decide that the fun of propping it up is over and withdraw its support. The Tory position will be desperate. If Labour are able to launch their strike quickly, they may not even be able to change leader. In that event they stand no chance of presenting a coherent and convincing case to electors. More likely they will manage to find somebody new, but though he (or much less likely, she) might experience a honeymoon, there will not be enough time for them to get a strong grip on the organisation. Meanwhile Labour, and everybody else, will throw back at the Brexiteers that will then be in charge of the party, all their false prospectuses about Brexit and the no-deal.

What happens if Britain manages to avoid a no-deal? One scenario only gives the Tories a chance: if they are able to get Theresa May’s deal through parliament at the fourth attempt, and then leave in a relatively orderly fashion on 23 May. But to do that they will need a substantial block of Labour MPs, and if the Labour leadership resists, that surely will not happen. Ruling that out, what could happen is some sort of long stay of execution to renegotiate the deal and organise a General Election.

What does Labour do then? It needs to promise a new exit deal to be confirmed by a further referendum. To win, Labour must rally the Remain voters who will no longer be able to support the Tories: that means promising a referendum. But they also need to rally at least some Leave supporters. The importance of these to Labour has been exaggerated, but the party will still need all the votes it can get. But the leadership can still say that it is in favour of Brexit, and will campaign in favour of its new deal when that referendum comes. If that looks a little weak, the Tories will be struggling to come up with a coherent alternative. With decent execution (never a given in British politics after Tony Blair) this could be a winner for Labour.

But are still problems for them. The first is Scotland. Labour has always struggled to win without a substantial bank of Scottish seats. But they have been outflanked on Brexit there by the SNP, who remain organisationally strong. It is hard to see what killer arguments they can use against them.

A second problem for Labour is that it still lacks traction in rural and suburban England. Mr Blair conquered these areas by promising neoliberalism. Labour can’t do that this time. Also they are broadly pro Brexit, so any referendum promise will get in the way. Some form of “progressive” alliance with the Lib Dems, the Greens and even with TIG might help to unlock these seats. But Labour’s strategy for dealing with these parties is to crush them, not lend them a hand.

Which is related to the third problem: the Tories will try to change the subject, as Labour so successfully did in the last election. They will not talk about Brexit any more than they really have to. Instead they will paint Labour as loopy lefties, who can’t be trusted to run the nation’s finances, the forces of law and order, or to control the borders. Labour might think that the country is fed up with “austerity”, but the voters they need to win over think that being careful with public spending is a good thing.

That makes it hard for Labour, but not impossible. Their shadow chancellor, John McDonnell, understands the need for a disciplined message on economic management, and the party’s campaign managers surely realise that abstract ideas like austerity cut little ice compared to concrete messages on impacts of cuts to education and police funding, for example.

The Labour leadership is reaching its moment of truth. Their strategy of sticking to a narrow, leftist agenda (unlike Mr Blair’s broad centrist one) is inherently risky. But the Tories may be gifting them their chance. Will they be up to the task?

Brexit stretches Britain’s democracy to breaking point

Nothing word is more stretched to people’s convenience that “democracy”. Everybody claims to be democratic, and yet few are interested in understanding what people actually want and then implementing it. They just want to convince themselves that their own points of view are “democratic”. But democracy matters all the same – and it is at the heart of Britain’s Brexit crisis.

Liberals are as bad as anybody in trying to bend the idea of democracy to suit them. After all genuine liberals are only a minority of the population at large, and the idea of “liberal democracy” contains a tension at its heart. Tory MP Bernard Jenkin was quite right when he said that marchers last weekend in favour of a further “people’s vote” on Brexit (of whom I was one) weren’t really interested in democracy, but in finding a way for Britain to stay in the EU.

But Mr Jenkin and his ilk are no better. They often claim that people and parliament are pulling in opposite directions. Parliament has a Remain majority, they say, but there is a Leave majority in the country at large. The first part of that statement is probably true, though most MPs seem to want to implement the 2016 referendum result in one way or another. The second statement is flat untrue, according to polling evidence, as demographic shifts and scepticism over Brexit mount. More people would prefer the UK to stay in than leave (though whether there is a majority for either view is doubtful – a lot of people just want it settled one way or another so that the political class can move on to other business). These Brexiteers stretch things even further when they claim that the majority of the British public support their particular version of Brexit, which means departure from both a customs union and the Single Market. For all that humbug, their claim rests on a series of ideas about democracy that have widespread support.

The first idea is that referendum results trump all other forms of democratic decision making. Thus the 2016 referendum result is an instruction to parliament that it must honour, or else there is a betrayal of democracy. This is widely accepted: most Remainers think that the 2016 result can only be superseded by a further referendum result. But there are some curiosities. Turnout in the 2016 referendum was high by British standards, but the result was close, so that the winning side got well under 40% of the registered electorate. Unlike the referendum on Scottish independence in 2014, 16- and 17- year olds were excluded; it is thought that these would mostly have voted Remain. So were EU residents registered for local and European elections (English people resident in Scotland were not excluded the independence referendum). But legally the result was not actually binding – it was advisory. That means that any challenges to its legality, particularly on the conduct the Leave campaign, would actually be pointless. For all that most people think the referendum result is valid and binding – and what most people think, in a democracy, matters a lot.

A second principle is that the manifestos on which political parties stand in a general election are binding on those MPs. The manifesto is the instrument by which the people delegate responsibility for governing to their MPs. This idea is popular with party managers and activists of all political parties. It suggests that if they can win a parliamentary majority for their party, then they have a democratic mandate to implement the entire manifesto, regardless of whether circumstances or opinions change. The seems to be the main justification that the Prime Minister Theresa May uses for her “scorched earth” policy of ensuring that any alternative to the deal she negotiated with the EU gets no oxygen in parliament. Indeed Mrs May seems to think that the manifesto gives her government absolute executive authority to implement it until a no-confidence vote stops it. The Labour leader, Jeremy Corbyn, would probably think the same way if he were Prime Minister. The manifesto argument does have some power. If MPs and parties could do what they liked regardless of what they said at election time, they would be hard to hold to account. And a manifesto is an attempt to promote a coherent programme rather than focus on a single issue. Still most politicians do not go about winning votes based on their manifestos, and few voters other than party activists read them. Instead they say that they are the best candidate to stop the one you most dislike, or that they would be an excellent representative for local issues that never make it to the party manifesto. If a Labour candidate came to my door, and I said that, sorry, I preferred the Lib Dem or Green manifestos, she would tell me not to waste may vote on them because they would never get in here: vote Labour and I can stop the Conservatives winning and implementing a hard Brexit. If I succumbed to this argument, Labour activists would say that I was supporting widespread nationalisation and abolishing student tuition fees. Tories would say that I had voted to implement Brexit. And, of course, it is very rare for the winner of a British general election to actually win an overall majority of votes cast, still less a majority of the electorate as a whole.

A third idea is that you can’t keep going back to people with the same proposition. If it fails at a referendum or parliamentary vote, then you must move on. It is one of the bigger complaints of Brexiteers that for countries where EU treaty changes are put to national referendums and fail, they are put back to them again, substantially unchanged. There are good reasons for this within the EU, but it does make the point that membership of the union restricts the options for any national electorate, and that they have to rely on the their elected representatives to negotiate on their behalf. This idea certainly has something going for it. It stops a bullying executive (or political class) trying to gets its way regardless. And it means that people and MPs are fully accountable for how they vote – rather than just shrugging and saying that they can always change their vote later. The irony of Mrs May repeatedly coming back to Parliament with the same deal, while saying that a further referendum would be undemocratic is lost on few. Still circumstances do move on and minds can change.

What is being lost in all this is the idea of representative democracy, which suggests we elect MPs to consider the issues of the day on our behalf based on the circumstances of the time. We want them to use their own judgement on our behalf, rather than mandating them to adopt particular positions. That idea clearly has its weaknesses, but it is the founding principle of Britain’s democratic institutions. It is the reason that we have single member constituencies, where we vote for people first and parties second. If we believed that parties and manifestos were more important, then a proportional voting system would be more appropriate – which is indeed used in Scottish and Welsh parliamentary elections.

Democracy and its institutions are a messy compromise. There is no right answer, and the best answer will only be the best answer for quite a short period of time. The test is whether the public at large think the whole process is fair, and recognise the legitimacy of the laws that result. By and large British democracy has passed this test, for all the complaints of liberals like myself. But Brexit is now stretching that. Remain voters were shocked at the strength and depth of feeling that emerged from those that voted Leave in 2016. That created a moment for democratic compromise. But the reason why the anti-Brexit protest marches have been drawing increasing support, and the petition to revoke article 50 has gone viral, is that a very large part of the electorate now feels trampled on and ignored in its turn. That is why I have joined them. We have gone through all the stages of grief for the Brexit result, emerged from depression, and instead of reconciliation we are getting angry again. We are told that Britain’s membership of the EU is plot by an unaccountable liberal elite, but that is not how it feels to us and our social circles. It feels more like a group of unscrupulous chancers capitalising on the (legitimate) resentments of the public to push through changes that will make our lives worse.

Who knows how this will work out? Should, against the odds, the Remainers actually succeed in stopping Brexit there will be huge scars on Britain’s body politic – but a least their political leaders seem to recognise that we can’t go back to where we were before. But if Brexit goes through, there will be deep scars too, especially Brexit-supporting leaders seem to care little about it. The people being trampled on may not be a majority, but they are, by and large, the people that keep the country and the economy running smoothly, and participate in public institutions, including voting. How their anger will be channelled is the great unknown that will overhang British politics.

Following the referendum, the government should have gone for a compromise Brexit, involving membership of the EEA (Norway-plus), and then let British democratic institutions take over from that, either back into full membership, or full exit. Mrs May’s plan was a reasonable interpretation of what Leavers voted for, but failed to reach out to Remainers while they were still on the ropes. We will pay a bitter price now whatever happens.

Theresa May is stuck in a hole. She has decided to keep digging

There is something unspeakably depressing about Theresa May, the British Prime Minister, seeking a short delay to Britain’s departure date from the European Union, currently 29 March. According to the news reports this morning, this extension should be a short one, of no more than three months.

She has decided on this, apparently, because a longer delay would cause a revolt in her own Conservative Party, including Cabinet resignations. I am no Brexit sympathiser, but such a rebellion would be perfectly understandable. A long delay would mean that Mrs May had failed completely to achieve the goals she set out both when she became Prime Minister in 2016, and went to the country in 2017. How on earth she could contemplate doing so without immediately resigning is completely beyond me. And yet the thought of resigning doesn’t seem to have crossed her mind. She seems stuck in the narrowest of tunnel visions.

But I cannot discern any plan to break the political deadlock that has caused the her to go back to the EU with her request. She is still hoping that a parliamentary majority can be cobbled together to pass the deal she has negotiated, which last time lost by 149 votes. She has been trying to do so by bullying and bribing the MPs who give here a bare governing majority, from her own Conservatives and Northern Ireland’s DUP. She may be able to round up the DUP, but there is a blocking minority of at least 20 Tory MPs who would prefer not to have a deal at all to accepting Mrs May’s deal. Her threat to these MPs is that they might not get Brexit at all. But her bluff has been called. To make that threat credible she needed to ask the EU for a long delay. She has no prospect of succeeding in getting her deal through based on her governing coalition.

To pass the deal she needs to get a lot of opposition MPs on side. Could a large enough block of Labour MPs be frightened enough of no-deal chaos to back her deal? There is no sign of the Labour leadership helping her, and neither any sign of a substantial block of Labour MPs defying their whip to give Mrs May a triumphant victory, which could hurt the party in any subsequent General Election. The political gulf between the party leaderships is so huge that it is hard to see what kind of compromise could be forged. There seems to be only one idea that might break the deadlock: making the passing of her deal subject to a referendum which also gave the public the option of opting to abandon Brexit altogether. That might get SNP and Liberal democrat support, as well as Labour’s. There is just about enough time in the three months to hold such a referendum. But the political ground has not been prepared sufficiently. It is likely that a majority of Conservative MPs would oppose such a U-turn by the government, and that would make Mrs May’s position untenable, which would in practice make the referendum impossible.

Would EU leaders grant the British government’s request for a short extension? They sound reluctant, but they have one good reason to do so. A no-deal crash now is likely to be more damaging than one in June, because there is more time on both sides to prepare for it. Because that is where things are now heading.

Theresa May is stuck in a hole of her own digging. Each shovel of earth had seemed logical at the time. Her red lines were a very reasonable interpretation of the referendum mandate; the Article 50 notice was timed so as not to interfere with elections to the European Parliament, which would have been a major complicating factor – and still are. She o hoped that where she led enough people would follow. But the politics is deadlocked. She has done only one brave thing to try and break that deadlock: which was going to the country in June 2017. And that only made her problems worse. Since then she has simply dug herself in deeper.

What can she do? One alternative is to abandon all pretence of trying to secure a deal, and say that a no-deal is government policy. And then see what happens next. Presumably Labour would then table a confidence motion, which would put Remainer Tories on the spot. That in turn might lead to a General Election, in which she would defend her no-deal proposition. A second thing she could do is to resign as Tory leader and Prime Minister – passing over the premiership to a more politically skilled insider like David Lidington as caretaker, if she can engineer it. That would set off a leadership contest in the Conservatives, while the caretaker might try to either manage a crash out or negotiate a longer delay to exit.

But my guess is that she will do neither of these things. She will plough on with a strategy that has no chance of success, and the country will crash out of the EU on some date in June. That prospect is unbearably depressing.

The dust starts to settle from Salzburg: the tension over Brexit mounts

After the spectacular breakdown between Britain and the remaining EU countries at the summit in Salzburg last week, what is the state of Brexit? The chatter in the media, mainstream or otherwise, is either hopelessly partisan, or hopelessly superficial (the BBC is taking mediocrity in political analysis to new heights). Before taking the plunge on this I wanted some of the dust to settle, and also to see what the more reliable commentators had to say.

For me, these commentators write for the Financial Times. Easily the best on Brexit is legal correspondent David Allen Green. His take on the summit is that the British Prime Minister Theresa May badly misjudged the mood on the EU side, leading to the breakdown. But he still expects the all-important exit deal to be done allowing the transitional deal to come into play on 30 March 2019, while the details of the longer term relationship are hammered out in time for the transitional period’s end on 31 December 2020. For an alternative view I went to Wolfgang Munchau. I don’t particularly like him as he is prone to getting a bit worked up, but at least he is free of that awful British superficiality of understanding when it comes to the EU. He suggests that it is the EU side that has misjudged things: they think that a no-deal situation would be so painful for Britain that it will buckle before it is too late – underestimating the political difficulties for Mrs May, even if that is what she really thinks. So he thinks that the no-deal situation on 29 March 2019 is all too likely.

Before trying to make sense of this, it is worth highlighting a couple of other things that are emerging from the wreckage. The first is the idea that Brexit can be halted and made to go away. So far talk of this has been confined to ardent Remainers on the margins of British politics. But for the first time at Salzburg some European leaders spoke publicly about the possibility. Idle talk, perhaps – it is nowhere near the official EU position. But perhaps it explains why some EU leaders are unsympathetic to Mrs May’s compromise idea. Meanwhile British commentators are in two camps. One side says that there is growing momentum for a further referendum with reversing Brexit as an option. The other says that not only would this be a logistical nightmare, but there isn’t the political will to do it where it matters: in the House of Commons. Labour’s fudged conference motion to be debated today gives succour to both lines of argument.

Another thing worth mentioning is rising talk of the “Canada option” in British political circles. This refers to the comprehensive trade deal the EU has struck with Canada, which some think is a model that the UK should follow. The idea is not that this would be in place for 30 March 2019, but that it could be negotiated in time for 2021, when the transition period ends. This has the advantage of being completely consistent with the EU negotiating position, and being acceptable to the troublemakers in Britain’s Conservative Party (and the hard Brexiteers in Labour too). It has one overwhelming snag, beyond requiring the dismantling of many manufacturing supply chains and the clogging of ports, which hard Brexiteers have never much worried about. It is inconsistent with the stated aim of an open border between Northern Ireland and the Irish Republic. Which means, under the current EU offer, a sort of customs border between Northern Ireland and the rest of the UK. Most Britons couldn’t care less about this – but it is an existential issue for the Democratic Unionist Party (DUP), on which Mrs May’s government depends, as well as old-fashioned Conservatives, of which there may be a few left.

So it keeps coming back to Ireland. Here I think there are a couple of issues that don’t get talked about enough. The first is that Brexit, especially a hard one, could lead to moves to unify Ireland. This possibility was left in the Good Friday Agreement, but only if most Northern Irish people agreed. Within the EU there was little prospect of that, even as the relative proportion of Catholics is rising (it is said that the UK’s more generous welfare state is at the heart of this). But at least one poll showed that this changes in the event of Brexit. Idle speculation? Perhaps: the DUP don’t seem to be overly worried about it. But serious political miscalculations happen. A messy Brexit might be resolved by Irish unity – do the DUP really want to risk this?

The other issue is the impact that a hard Brexit, and worse still a no-deal, would have on the Irish Republic: it could be catastrophic, as so much of its trade is either with Britain or through it. Mr Munchau admits that the impact of a no-deal would affect Britain more than its EU partners, but says that the latter’s pain theshold is lower. So he advises the British government to hold firm. I’m not so sure about this as a generality (to judge from the way Russian sanctions have been applied, in spite how much they hurt some EU members), but Ireland is surely a weak link. And since Ireland is at the heart of the most awkward negotiating issue, this matters a lot, and gives strength to Mr Munchau’s analysis.

And then into this brew we must add the state of British politics. If the EU does bend, and Mrs May is able to put something like her current proposals (referred to as “Chequers” after the place where it was forged with her cabinet) to parliament. Will she have a majority and what happens if she doesn’t? The current suggestion is that there will be a sizeable Tory rebellion amongst Brexit hardliners, and Labour will vote it down, which makes Mrs May position look hopeless. But what then? Labour hopes for a General Election: but Mrs May is unlikely to concede it with her party in such disarray. She may then try to resolve the impasse with some form of referendum. If she is cunning, this will simply be between her deal and a no-deal, with no option to remain. Labour is badly split on the latter. Whether there is a Commons majority for an option to remain is questionable.

But the possibility may be enough to make hard Brexiteers, both Tory and Labour, think twice. The cleverer amongst them have already realised that Mrs May’s compromise is a sensible staging post to where the want to go. Once the country gets past 29 March, the Remain coalition will start to wilt as there would be no easy way back in. And there is enough ambiguity in the SNP position for them to be persuaded to sit on their hands. A majority for the compromise position may yet be conjured up. If Mrs May was a more skilful politician I would say that with more confidence.

So my prediction is this: Mrs May will stand firm and the EU will start to bend, though it may take until December. Some kind of deal will be negotiated, which still leaves many issues about 2021 unresolved, but which will be enough to get to avoid the cliff edge on 29 March 2019. She will then succeed in getting this through parliament. Ultimately Britain will get a camouflaged Turkey-style deal, with a customs union of sorts in goods and no freedom of movement. So much the same as I was predicting before.

What could change it? If EU governments start to club together to offer the UK a way out of Brexit, that could just change the political dynamics in Britain. Or if a political miscalculation leads to a new General Election, and hence a two month stasis in the negotiating process, then that do raises the odds of a no-deal, whoever wins. So the tension mounts.