Bavarian elections! The short news is that the CSU hit that concrete abutment, but maybe only going 90 rather than 120 kilometres an hour. The Greens won big. The AfD got in, but underperformed their result at the general election. The SPD did badly even in a state where they always do badly.
Who’s going to be in charge? Well. The CSU has a choice between a coalition with the Greens and one with the third-placed Freien Wähler or Independent Voters.
This last is yet another Bavarian exception, a protest movement against the CSU itself that’s strong where the CSU was back in the day, in the countryside and away from Munich to the north. The FAZ covers their conditions here: they’d like a tax cut to look after old Mittelständler, some complicated things about schools, and they’d like to NIMBY some projects that the CSU love and some projects that the Greens love.
The main argument for picking the FWs is that they’re very like the CSU and it might not hurt as much. The main argument against is that they would offer less of a majority, that they are defined by rebelling against the CSU, and they don’t offer any federal perspective. The Greens, on the other hand, could offer a stronger majority and important future opportunities in Berlin. Going into coalition with the CSU, though, would be a highly symbolic event for them and they would set a high price in policy and in heads, probably demanding the party repudiate Horst Seehofer and his policy on refugees. It’s a tough decision.
How did it happen? Like this:
The CSU lost 180,000 voters to the AfD. It lost exactly as many to the Greens. It lost 170,000 to the FWs, and interestingly, 40,000 to the Liberals, who are hanging out to know if they made the 5% mark. Its slightly less bad performance comes down to picking up 100,000 from the SPD, and above all, a last minute drive for turnout, getting an extra 200,000 from nonvoters.
The point that strikes me here is that for every vote lost to the far-right, they lost 2.2 across the centre ground. The FAZ‘s data analysis makes an important related point. 75% of voters who switched away from the CSU gave their “obsession with asylum-seekers” as a reason. 65% accused Horst Seehofer of acting out of personal ambition. 60% of all electors were dissatisfied with the CSU’s performance in government and half of them thought minister-president Markus Söder was untrustworthy.
The SZ has an interview with the Green parliamentary chairman who points out that precisely Bavarian local governments, churches, and civic institutions looked after huge numbers of refugees, and that this Vereinsleben responded to the party’s appeal. If this is so it promises seismic change across the former west Germany.
The Greens picked up the 180k from the CSU, 210k from the SPD, mobilised 120k non-voters, gained 10k from the Liberals and lost 10k to the AfD. The main point to note here is that they are gaining from all directions that have scale – the centre-left, the centre-right, and the disenchanted. The SPD lost people in every direction, in size.
The AfD’s biggest single source of voters was previous voters for “others”, in size 220k, bigger even than the CSU. Across the other political parties, overwhelming majorities think the AfD is infested with Nazis, suggesting that the potential in their direction has its limits:
A crucial issue within the CSU is what impact this has on their federal role. The votes cast yesterday account for 14.64% of the federal electorate in 2017. At the 2017 elections, the CSU’s performance in Bavaria got it 7% of the federal vote. Yesterday’s showing puts it on 5.38% federally – agonizingly close to the 5% mark that would wipe out its federal representation and end its usefulness to the CDU. This may explain why they are arguing about Söder, Seehofer, and company – if it had been closer there would be no arguing.
As for the K-frage, well. On one hand, another enemy floats past down the river, the CSU pays the price for getting caught on the wrong side of the new organizing diagonal between Europeans/cosmopolitans and nationalists/provincialists.
On the other hand, the long term deal between the CDU and the CSU was that the CSU could be Bavarian particularists in a way that had gone from the rest of Germany, and more conservative and Catholic than was acceptable elsewhere, as long as they supported the republic and helped the broader conservative cause. Their super-hegemony in Bavaria helped a lot as they delivered a big block of seats that they held with direct mandates, i.e. with an absolute majority of votes cast. This made them very safe seats, a reliable factor in events.
If this block is now cut down to size it could have big consequences.