Reform UK won the Runcorn & Helsby by-election in May 2025 by six votes. Six. In one of the tightest electoral margins in modern British history, Nigel Farage‘s party took a seat that Labour had held for decades — and did it by a margin thinner than a bus queue. That is not a protest vote. That is a political movement with teeth.
What is actually at stake here is not just one by-election or one set of council results. It is the architecture of British politics itself. For the first time since the Social Democratic Party briefly disrupted the two-party duopoly in the early 1980s, a third force is genuinely threatening to redraw the map — not just at the margins, but at the center. Reform UK is polling at 25–30% nationally, frequently outpacing both Labour and the Conservatives. The question is no longer whether Farage has arrived. It is whether the existing parties can survive him.
How a Decade of Political Failure Handed Farage His Moment
Farage has been at this for a very long time. UKIP, then the Brexit Party, now Reform — each iteration more disciplined, more dangerous, more mainstream than the last. When he formally relaunched Reform UK in June 2024, taking the leadership himself just weeks before the general election, the conventional wisdom was that he’d soak up a protest vote and go home. He did not go home. He won Clacton, became an MP for the first time in eight attempts, and watched Reform pull 14.3% of the national vote — the third-largest share of any party. The electoral system crushed that into just five seats. But the votes were real, and they were not going away.
The party’s ideological evolution is worth understanding clearly. This is not UKIP in a new jacket. Reform’s platform has expanded well beyond Euroscepticism into a comprehensive populist-nationalist program: hard anti-immigration positions, opposition to net zero climate policy, hostility to what it calls “woke” institutions, skepticism toward foreign aid, and an instinctive alignment with the Trumpian right in Washington. Farage openly admires Donald Trump. He has cultivated Viktor Orbán. He has positioned Reform as the British franchise of a global nationalist movement — and that framing, however alarming to liberal commentators, is resonating with a substantial slice of the British electorate.
| Party / Iteration | Year | Vote Share | Seats Won | Primary Issue |
|---|---|---|---|---|
| UKIP (peak) | 2015 | 12.6% | 1 | EU membership |
| Brexit Party | 2019 (EU elections) | 31.6% | 29 (MEPs) | Brexit delivery |
| Reform UK | 2024 General Election | 14.3% | 5 | Immigration, cost of living |
| Reform UK (polling) | May 2025 | 25–30% | N/A (between elections) | Immigration, net zero, identity |
Political scientists Tim Bale of Queen Mary University and Paula Surridge of Bristol have both identified the structural driver here: a “representation gap” — voters who feel culturally and economically abandoned by both major parties simultaneously. That gap did not open overnight. It took 15 years of austerity, stagnant wages, a botched Brexit implementation, a pandemic, and a cost-of-living crisis to hollow out the centre ground enough for Farage to drive a movement through it. As Brexit has remained a live wound in British political life, Reform has positioned itself as the only party still speaking to the anger that produced the 2016 referendum result in the first place.
Reform’s May 2025 Local Election Earthquake: What Actually Happened and Why It Matters
The May 1, 2025 local elections were, by almost any serious measure, a political earthquake. Farage called it a “revolution in British politics.” For once, the hyperbole was not entirely unearned.
Here is what Reform actually delivered on that day:
- Greater Lincolnshire mayoralty — won outright, giving Reform its first directly elected regional executive power
- Lancashire County Council — became the largest single party, a council that had been Labour-held
- Runcorn & Helsby by-election — taken from Labour by six votes in a seat held since its creation
- Multiple county councils across England — strong performances in traditional Labour heartlands in the north and midlands
- National polling momentum — post-election surveys pushed Reform to the top of national polls in several trackers
These are not protest results that evaporate under scrutiny. Winning a mayoralty means running services. It means hiring staff, setting budgets, making decisions that affect real people’s daily lives. Reform is now a governing party at the local level, and that is a qualitatively different thing from being a pressure group with parliamentary seats.
Then came Tony Blair. The former Labour Prime Minister’s institute published a high-profile intervention in May 2025 arguing that net zero had become politically toxic, economically damaging, and that Britain needed a more transactional posture toward the Trump administration. Read that again: a Labour elder statesman publicly telling the Labour Prime Minister to move right on climate policy and toward Trump’s America. That is not routine policy debate. That is elite-level anxiety about what Reform’s rise could do to Labour’s structural position, and it signals that people who understand British political cycles are genuinely worried this is not mid-term noise.
Farage, Starmer, and Badenoch: Three Leaders, Three Crises
Nigel Farage
Nigel Farage is 61 years old, has failed to win a parliamentary seat seven times, and is now the most consequential opposition politician in Britain. The career arc alone should tell you something about how thoroughly the old rules have broken down. He is operationally shrewd in ways his critics consistently underestimate — he picked Clacton deliberately, knowing it was winnable, rather than fight symbolically and lose again. He has built a membership organisation, a donor base, and a media infrastructure that amplifies his message through social media channels that entirely bypass the traditional press gatekeepers. His open alignment with Trump and Orbán is not a liability with his base; it is a feature. He is positioning Reform as part of a global movement, which gives it an ideological coherence and an international fundraising network that British political parties have not previously had to contend with. He has not ruled out a formal alliance with Trump’s Republicans — and if that materialises, the financial and organisational implications for British right-wing politics would be profound.
Keir Starmer
Keir Starmer won a 172-seat Commons majority in July 2024. Less than a year later, his party is haemorrhaging support to a man Starmer’s own allies label “far-right.” How does that happen? Slowly, then suddenly. Starmer’s government has faced economic stagnation, a controversy over welfare cuts that alienated the party’s own MPs, and the brutal reality that net immigration remains high despite his pre-election rhetoric. His parliamentary majority insulates him from immediate collapse — Reform cannot touch him in Westminster under first-past-the-post, not yet — but the local elections demonstrated that his party’s vote is soft across swathes of northern England that Labour has taken for granted for 40 years. Blair’s intervention was directed at him personally, and the fact that Starmer did not immediately dismiss it tells you how uncomfortable the political weather has become.
Kemi Badenoch
Kemi Badenoch became Conservative leader in November 2024 and inherited a party polling at 18–20% in some surveys — numbers that, in a functioning two-party system, would represent a temporary dip. In the current environment, they represent potential extinction. Her strategic problem is geometrically impossible: move right to compete with Reform and you lose the centrist Remain-leaning voters who still call themselves Conservative; hold the centre and your base bleeds to Farage. There is no clean answer. The Conservatives built their electoral coalition on being the default choice of stability and competence. They have not been stable or competent since 2016, and Reform now owns the “change” lane on the right. The realignment that Brexit began is now consuming the party that delivered it.
Why Everyone in This Story Is Getting Something Fundamentally Wrong
Let’s be direct about the intellectual failures on all sides here, because they are substantial.
Reform and Farage are correct that a representation gap exists. They are correct that working-class voters in post-industrial towns have been failed by the political mainstream for decades. They are not correct, however, that restricting immigration or dismantling net zero policy will materially improve those voters’ economic lives. Energy bills are high partly because of global gas prices and an under-invested grid, not because of wind turbines. Wages are stagnant because of productivity failures and a broken housing market, not because of immigration levels. Farage offers emotional validation dressed as economic analysis, and his voters deserve better than that.
Labour insists this is mid-term protest voting that will collapse when voters face a real electoral choice. That argument rests on first-past-the-post holding indefinitely, on Reform failing to build organisational depth, and on Farage making catastrophic errors. All three assumptions could prove wrong simultaneously. The Democrats made very similar assumptions about Trump in 2015, and as the DNC’s own painful autopsy confirmed, dismissing populist energy as temporary protest does not make it disappear.
The Conservatives bear the most direct responsibility for this moment. They won the 2019 election on a promise to “Get Brexit Done” and then spent five years in chaotic, scandal-ridden government that destroyed public trust in centre-right politics entirely. They created the conditions for Reform’s rise and are now being consumed by it.
And Blair — the intervention from the man who spent a decade telling Labour it needed to triangulate toward the median voter carries a particular irony. His prescription of moving right on climate and toward Trump may solve a short-term electoral problem while creating a long-term credibility catastrophe for a party that needs to hold younger, urban voters as well as northern working-class ones.
Here is what none of them are saying plainly: the British state has systematically failed to deliver rising living standards, affordable housing, functional public services, and a coherent national identity for roughly 20 years. Reform is the symptom. The failure is the disease.
Four Concrete Scenarios for British Politics Over the Next Three Years
The 2026 English local elections and, eventually, the next general election (due by January 2029) will determine whether Reform’s rise represents a durable realignment or a cycle that stabilises. Here are the four scenarios that matter, in descending order of probability given current data:
- Scenario 1 — Slow Consolidation: Reform holds 25–28% polling, wins further council control in 2026, and enters the next general election as the second-largest party by vote share but constrained to 30–50 seats by first-past-the-post. Farage positions himself as kingmaker, demands electoral reform as price of any cooperation, and British politics enters a prolonged period of instability without resolution.
- Scenario 2 — Conservative Collapse: The Tories fall below 15% by 2027, Reform formally absorbs their activist base and donor network, and Britain arrives at the next election with a de facto new party of the right. Under this scenario Reform could win 80–100 seats and become the official opposition.
- Scenario 3 — Labour Stabilisation: Starmer’s government delivers visible improvements on NHS waiting times and economic growth by 2027, soft Reform voters drift back, and the May 2025 results are remembered as the high-water mark. Reform remains a significant minor party but fails to break Westminster’s structural ceiling.
- Scenario 4 — Accelerated Realignment: A major triggering event — a new immigration crisis, a recession, or a high-profile Reform governance success in Lincolnshire — accelerates the timetable. Farage calls for an early general election through political pressure, and the two-party system fractures completely by 2028.
| Scenario | Probability (May 2025) | Reform Seats Next GE | Tory Fate | Key Trigger |
|---|---|---|---|---|
| Slow Consolidation | High | 30–50 | Weak third party | No major shocks |
| Conservative Collapse | Medium | 80–100 | Absorbed / dissolved | Badenoch leadership fails |
| Labour Stabilisation | Medium-Low | 15–25 | Modest recovery | Economic improvement |
| Accelerated Realignment | Low-Medium | 100+ | Existential collapse | Recession or crisis event |
Financial markets are already asking the question that political commentators are dancing around. Green energy investment, long-term infrastructure commitments, and planning reform all carry exposure to a Britain where Reform either governs or holds veto power. The political instability premium on British assets did not arrive with Reform — it has been accumulating since 2016 — but it now has a new, very specific shape.
Polling analyst Sir John Curtice has correctly cautioned that first-past-the-post remains a structural wall for Reform in Westminster elections. But Curtice has also acknowledged that the May 2025 local results represent a qualitative shift, not just a quantitative one. Winning mayors and running councils is how parties build the organisational muscle and governing credibility to eventually break through electoral systems that were designed to keep them out. It is slow. It is grinding. But the argument that political revolutions cannot happen in stable democracies has had a difficult decade empirically.
Farage has been dismissed, marginalised, ridiculed, and written off more times than almost any politician in British history. He is now the leader of the most-polled party in the country, a sitting MP, a mayor-maker, and the man forcing Tony Blair to publish emergency advice to a sitting Labour Prime Minister. Dismiss him again if you want. Just be aware you will have been wrong about him every single time before.