It's hardly news to most people, other than some members of the National Party caucus, that Christopher Luxon is not doing well as Prime Minister in convincing even a plurality of voters that he is the right person for the job. He defeated Chris Hipkins in 2023, and now more people think Hipkins would be a better Prime Minister than him, although I suspect a significant plurality think neither of them are any good (and a smaller number dream of minor party leaders, especially Winston Peters).
Luxon was clearly a competent CEO, and his best characteristic is that he is a good delegator. He has largely left most portfolios to their Ministers, and it shows. The Ministers that are most highly rated are those that have shown results, or at the very least, show competence in dealing with difficult issues. Regardless of what I think of any of them personally or even some of their policies, it is fairly clear that Erica Stanford, Chris Bishop, Simeon Brown and Mark Mitchell (of the National Ministers, as there is competence in NZ First and ACT as well), have all shown themselves to be able to "get things done".
I would be one of the first to criticise Stanford in many ways, in particular I think she is just another wet who is almost wholly submissive to the teaching unions, but she has shown both a willingness to effect change and a passion for what she does. Her efforts for curriculum reform, pushing structured literacy and passion for lifting standards is clear. She projects confidence and communicates clearly and competently, even if I think the government is incredibly weak in opening up the education sector to more choice, this isn't about libertarians, it's about the general public believing in competence and leadership.
Chris Bishop on infrastructure has also demonstrated a commitment to results. You can criticise the replacement of the RMA on multiple grounds (as Nick Clark from the NZ Initiative competently did), but you can't criticise his passionate commitment to a long-term fix of the housing crisis, and his efforts to hold Kainga Ora to account, and take interim steps making it easier to build some homes and infrastructure. Furthermore, I've never encountered a Transport Minister in New Zealand or anywhere in the world who both believes in road pricing and sees it as a tool to improve conditions for drivers, and to make better investments in road improvements. Whether it is housing, transport or social infrastructure, he doesn't just talk in carefully curated soundbites, he speaks off the cuff and shows a passion for change and results. It helps that he has twice won the usually safe Labour seat of Hutt South (Luxon, Stanford, Brown and Mitchell all have safe seats), which takes considerable effort and shows a cut-through to much more than the party base.
Simeon Brown, despite childish and cheap jibes directed at him on social media, has demonstrated calm, capable competence in delivery. In health, traditionally an albatross around the neck of politicians almost anywhere, he quickly got across the issue of Dunedin Hospital, and made a decision about its future. This matched developing a five-year health infrastructure plan and setting five key health targets. As Transport Minister his great achievements were in turning around the spending plans of NZTA to meet those of the government, and to reverse the widespread speed limit reductions. He has a financial and economic competence as a "dry" member of Cabinet, which reflects his education and previous career in banking.
Finally Mark Mitchell has been the face of National's commitment to law and order, cracking down on criminal gangs and delivering a demonstrated reduction in violent crime, following increases in Police numbers and corrections staff. Although this was undoubtedly supported by policies from both ACT and NZ First, Mitchell is convincing as a Minister against crime.
All of this contrasts with Luxon. He is unconvincing, he seems unable to show a serious passionate spirit that chimes with much of the population. As much as delegating is good, people want a Prime Minister to be across it all. Not necessarily like Helen Clark was (as she was a control freak Prime Minister, micromanaging most policies and not trusting most Ministers on major issues), but at least as well as John Key and Bill English could. PMs need to be able to ad-lib, to respond spontaneously without briefing notes, based on a philosophical and policy grounding about the direction of government and principles. Some might say it is a bit too much to ask a Prime Minister, especially a National Party one to base thinking and what he says on principles, but principles and passion are where authenticity comes from, and authenticity helps win elections.
People want political leaders to believe in something and to express it, showing their passionate commitment to not just results that people want, but the basis for getting there. Luxon hasn't got it, he didn't have it before the last election, but the public were so fed up with the failed performance of the Ardern/Hipkins years, post-Covid, that they were willing to give him a go. That willingness has been eroded considerably. There is a chance he can pull together enough support at the election to defeat Chris Hipkins, in part because Winston Peters has clearly positioned himself on the conservative right, and David Seymour continues to have a decent base of support for those who think the National Party is too wet, but that chance is far from a safe bet.
Much more importantly, New Zealanders deserve a Prime Minister who they have confidence in, who can take a clear, principled stand on issues, without fluffing his lines. I'm not fussed really if Luxon wants to support the US and Israel over Iran, or oppose it because he thinks it may be against international law, or claim that NZ is watching, not involved and does not want to take a stance out of respect of our allies. Just believe in something.
So he needs to go. Stanford or Bishop look like the leading contenders to replace him. Mitchell hasn't the breadth and depth for the role, and Brown is too young and too conservative to attract the non-politically engaged middle voters National needs. However, Brown would be an excellent Finance Minister.
Stanford is Auckland based, and socially liberal, with the undoubted advantage of being a woman, with a clear, pleasant voice. She would need a deputy who is more conservative and able to moderate concerns she is too wet and centrist. Some may think she could look a little like a National Jacinda, but that is under rating Stanford. It seems unlikely she would characterise herself by emotions and over-ambitious targets. To address concerns about being wet, Brown would be an ideal deputy to Stanford, although two Auckland leaders is not ideal, it is not as problematic as two Wellington ones (as Labour has).
Bishop, notwithstanding the alleged failed plot late last year, is equally as compelling. Being Wellington based is no asset, but the Hutt is a bit different, and he is much more of an "everyman" able to reach across to a broader group of voters. He would need a deputy who is not Wellington based, and although he isn't a "wet" at all, he is socially liberal, so a more conservative deputy who is either Auckland or regionally/rural based would be ideal. Brown again would deliver this, although the push for a woman would suggest Stanford could be a choice, two social liberals might grate against part of the caucus.
I've not mentioned Willis although some would suggest she is the automatic choice, as the current Deputy. There is a clear couple of reasons for that. Firstly, she has anchored herself as a Luxon loyalist, it's difficult to see his weaknesses as not reflecting on her. Secondly, and far more importantly, she has not delivered on substance, particularly on the cost of living, but also notably in turning around the economy. Rather she has pushed relatively insignificant policy measures and issues with little real result. You can predict exactly what the Opposition is going to say, because so much of what she has pushed has delivered little.
I doubt more than 10% of voters could name Family Boost as one of her signature policies, because it's achieved little despite her efforts to publicise the handout. The Opposition has portrayed her as a harsh austerity Finance Minister, which if it were true, would have demonstrated results, with a path to surplus being sooner (and commensurate impacts on inflation and interest rates). She would have upset public sector unions, recipients of government largesse and leftwing academics, but at least would have some respect from the public for taking difficult decisions that were unpopular with some, for the sake of better long term outcomes. She didn't need to be Ruth Richardson to just take spending down to the levels (as a proportion of GDP) when Labour got elected in 2017. In reality she has stemmed the growth in government spending, but wears the banner of "cuts" and hasn't been able to repudiate it. What's much worse than her weakness on spending is the populist hobby horses she has chased to no avail. The utterly fake dressing down of the head of Fonterra for the high price of butter, when no one credible thought anything could be done about it (bear in mind she used to work for Fonterra as a lobbyist), was cringeworthy. Furthermore, she cried wolf so much about supermarkets so when it was clear that the main solution - RMA reform - was actually out of her hands, and given the price of groceries in New Zealand (when GST is taken into account) is not disproportionate to Australia, she couldn't communicate reality and back down after fuelling hype that delivered nothing. Finally, while she has claimed credit over lowered interest rates, that all about to reverse, thanks to a lowering dollar and now the war in the Middle East. She couldn't even get the Reserve Bank's profligacy under control. The public want action on the cost of living, but few believe she can do anything.
She might think she is entitled to be the next Prime Minister, but it's not clear what she has to offer. Most recently, her speech in Parliament about Iran demonstrated a patronising tone that focused not on the events in the Middle East, but what it means for New Zealanders. In foreign affairs, the public wants someone to talk convincingly about what is happening in defence and humanitarian terms, balancing the death and destruction of war, with the optimism of potentially ending a brutal tyranny, and concern about the end-game and what it means for the people involved. New Zealanders know they are far away, and they are not just concerned about inflation and trade, they do not just think of foreign relations as transactional, but as a matter of what is right and its global impacts.
So no, Willis is not the answer. She should not be the next Prime Minister and if Luxon is replaced, she should go too and be replaced, with a Finance Minister who understands what it takes to raise productivity and make New Zealand more attractive for starting and sustaining businesses. It isn't tax breaks for movies.
Of course nothing might happen. Maybe some National MPs want to retire early (!), maybe some think Luxon is misunderstood and the media is to blame, or the polls are missing those who are undecided and will be drawn to him for stability on voting day. They are all wrong. Luxon has been a disaster.
Labour has twice had one-term governments, and twice had two-term governments. National has never had a one-term government, or even a two-term government, but it nearly had a one-term government in 1993. It was saved not just by the voting system, but because voters rejected Mike Moore's second attempt to be Prime Minister as Bolger, just, convinced voters that tough decisions were made for later gain, which proved to be true.
There is a risk in rolling Luxon (and Willis) that it makes the government look like a mistake from the start, that it draws into question the whole period since the last election. However that risk is smaller than just fumbling along and hoping Labour will look less credible, and people will be frightened by the Greens and Te Pati Maori.
With a passionate principled Prime Minister, and a competent, economically literate and sharp minded Finance Minister, a blend of time and courage can convince voters than the National Party has listened and wants to give the public confidence in a new Prime Minister and refreshed impetus to focus on what matters the most to them. It needs to purge the mediocrity, the man who forever says "you know" (when you know he is trying to convince himself as much as you) and give New Zealanders passionate, competent and principled leadership. The time for change is now.