Dawie Scholtz Profile picture
Jun 7 19 tweets 3 min read Read on X
1/ I've done a deep demographic analysis of the election result.

Read it comprehensively here:

It is paywalled, but I will share the key stats in the thread below.news24.com/news24/opinion…
2/ BIG differential Turnout. National Turnout by demographic group:

White: 71% (-6)
Indian: 64% (-5)
Coloured: 58% (-5)
Black: 55% (-8)

Overall: 58% (-8)

That's a +16% differential turnout gap between majority-white VDs and majority-black VDs. Huge help to the DA.
3/ Interesting detail within the black electorate. Black voter turnout by province:

KZN 60%
GP 57%
MP 56%
FS 54%
EC 51%
LM 51%
NW 51%
NC 51%
WC 50%

Turnout highest where the ANC got punished hardest. ANC needed higher LM and EC black voter turnout.
4/ Now we turn to voting patterns. Majority-white voting stations, nationally:

DA 73% (+5)
ANC 7% (-6)
FF+ 5% (-5)
EFF 4% (+1)
ActionSA 2%

DA halved the FF+ and took back the white Ramaphorists from 2019. Huge success for the DA here.
5/ Deep-dive on white Afrikaans areas:

DA 75% (+11)
FF+ 10% (-11)
ANC 5% (-3)
EFF 3% (+1)
ActionSA 1% (+1)

Here the swing from FF+ to DA is clear (and huge).
6/ Majority-Coloured VDs nationally:

DA 49% (-12)
PA 18% (+18)
ANC 15% (-8)

Huge inroads for the PA, taking from both the DA and the ANC. Getting these voters back will be priority 1 for the DA.
7/ Super interesting little detail in the coloured electorate is how it splits between Cape Town and large towns in WC vs. elsewhere:

Coloured Urban WC:
DA 60%
PA 10%
ANC 8%

Coloured Rest of Country:
DA 41%
PA 23%
ANC 20%

PA and ANC much stronger outside of the urban WC.
8/ Majority-Indian voting stations. These are mostly in KZN:

DA 71% (+4)
MK (+8)
ANC 8% (-11)

ANC more than halving here since 2019. MK actually getting more votes than the ANC here in the aggregate. DA will also be delighted.
9/ This is the huge one. All majority-black voting stations nationally:

ANC 53% (-20)
MK 19% (+19)
EFF 11% (-3)
IFP 5% (-)
DA 4.4% (-)
ActionSA 1% (+1)

Fascinating! DA and IFP exactly the same as 2019. DA doing 4.4x ActionSA overall. And MK swinging almost 20% out of the ANC.
10/ Then let's break down majority-black VDs by province. There are huge variations.

Majority-black VDs, KZN:

MK 52% (+52)
ANC 20% (-42)
IFP 20% (+2)
EFF 3% (-8)
DA 2% (-2)

MK just crushed everyone, except the IFP who was able to hold and slightly grow its share.
11/ Majority-black VDs, Mpumalanga:

ANC 58% (-22)
MK 20% (+20)
EFF 13% (+1)
DA 5% (+1)

MK was the whole story here...
12/ There's a fascinating sub-split in Mpumalanga:

Majority Black VDs in Mpumalanga, Zulu Speaking:
ANC 47%
MK 30%
EFF 12%
DA 5%

Majority Black VDs in Mpumalanga, Not Zulu Speaking:
ANC 64%
MK 14%
EFF 13%
DA 5%

MK made inroads everywhere, but just much more with Zulu speakers
13/ Majority-black VDs, Gauteng:

ANC 53% (-19)
EFF 16% (-2)
MK 15% (+15)
DA 7% (+1)

ANC getting close to 50% with black voters only in Gauteng is totally unheard of. Mind-blowing. MK impact.
14/ Majority-black VDs, Limpopo:

ANC 79% (-2)
EFF 12% (+1)
DA 3% (-)
MK 1% (+1)

Here the ANC was much more resilient. Needed higher turnout.
15/ Majority-black VDs, North West and Northern Cape combined:

ANC 68% (-5)
EFF 18% (-)
DA 5% (-)
MK 2% (+2)

That -5% hurt the ANC, was part of the national wave (beyond MK) that drove it to low 40s.
16/ Majority-black VDs, Western Cape:

ANC 70% (-10)
EFF 15% (+4)
DA 5% (+1)
MK 2% (+2)

Again that -10 for the ANC here was part of the non-MK national wave...
17/ Majority-black VDs, Free State:

ANC 65% (-10)
EFF 14% (+1)
DA 10% (+3)
MK 2% (+2)

This one is a little bit of history. First time ever, in any election, that the DA hits double-digits with black voters in any province. They will be delighted with this result!
18/ Majority-black VDs, Eastern Cape:

ANC 75% (-6)
EFF 11% (+2)
DA 3% (-)
MK 2% (+2)

That -6% really hurt the ANC. Needed this to be stable. Part of the national wave that took it to low 40s.
19/ These are the stats. I will leave them with you to argue about the meaning.

Fascinating, historic election! Was an absolute privilege to have been there at the ROC to watch this one come in.

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More from @DawieScholtz

Mar 17
1/ ENCA has a poll out.

ANC 41%
DA 20%
EFF 16 %
MK 11%
IFP 4%
ActionSA 1%

No idea about methodology. I'll be retweeting all polls. You make up your own mind. :)
2/ A few thoughts in general. Let's assume for a moment the polling 'average' is directionally indicative.

Firstly, the ANC average seems to have shifted to sub-45, which is radical! Clearly MK has had a huge impact (for now). And it's not too divergent between the polls either
3/ The DA average seems somewhere around 20. But with a big divergence: Some have it 25+, some sub 20. 20+ would be a fantastic showing given the '21 result and new challengers. (The party will be relieved by 20, but not delighted. 20 means survival but doesn't solve its issues)
Read 9 tweets
Apr 6, 2023
1/ We had some by-elections yesterday. (Note: The most interesting result from Tshwane 105 is not yet in, will tweet it later).

Nongoma, KZN, ward 11:
IFP 54% (-5)
ANC 19% (-4)
ActionSA 10% (+10)
NFP 7% (-6)
EFF 3% (-1)

Better than my expectation for ActionSA in rural KZN.
2/ There were two others in KZN as well:

uMvoti 6:
IFP 51% (+3)
ANC 34% (+3)
ABC 14% (-5)

Abaqulusi 12:
ANC 52% (-6)
IFP 46% (+11)
EFF 1% (-2)

The Abaqulusi one is interesting. IFP on the up as in other place, but the swing was just short of what was needed to pick up the ward
3/ We also had lots of numbers of Mpumalanga:

Mkhondo 1:
ANC 43% (-15)
EFF 30% (-5)
Independent 27%

Mkhondo 2:
ANC 66% (-1)
IFP 17% (+16)
EFF 14% (-6)

Mkhondo 19:
ANC 79% (+3)
IFP 10% (+9)
EFF 7% (-2)

Good nights for the ANC and IFP in Mkhondo. Not so much for EFF.
Read 7 tweets
Dec 29, 2022
1/ ICYMI: I wrote an article for @News24 on all the by-elections that took place this year. Just reposting since it got published the day before Christmas.

Full article here: bit.ly/3PX3tOz

In short, the ANC is in free fall. Key stats in the tweets below.
2/ Majority black wards outside of KZN (85 000 voters in 2022 by-elections):

2019
ANC 76%
EFF 14%

2021
ANC 67%
EFF 16%

2022
ANC 53%
EFF 26%

Big slide for the ANC. Only ANC and EFF consistently contested all wards so others excluded.
3/ Majority black wards in KZN (42 000 voters in 2022 by-elections):

2019
ANC 59%
IFP 20%
EFF 10%

2021
ANC 45%
IFP 32%
EFF 8%

2022
IFP 43%
ANC 41%
EFF 3%

We may be looking at a tectonic shift in KZN in 2024... IFP added in since they also contested all.
Read 6 tweets
Nov 15, 2022
1/ I've also modelled all by-elections this year. Across all predominantly black wards in 2022 to date (34 wards, 72 000 voters):

2022:
ANC 47% (-12)
IFP 17% (+7)
EFF 16% (+4)

2021:
ANC 59%
EFF 12%
IFP 10%

2019:
ANC 71%
EFF 13%
IFP 6%

The ANC is in trouble. -12% in 1 year.
2/ Disclaimer: The sample is overweight KZN and underweight on FS, GP and LM (just because of where the by-elections were). Which is why IFP is showing up so big. And maybe also overstating the ANC's problems. But it's still really bad...
3/ If you isolate the KZN sub-sample (some 30000 voters in the sample):

2022:
IFP 41% (+13)
ANC 38% (-7)
EFF 4% (-5)

2021
ANC 45%
IFP 28%
EFF 9%

2019
ANC 61%
IFP 17%
EFF 12%

The ANC should be very worried about what's happening in KZN.
Read 4 tweets
Nov 15, 2022
1/ I've been away for a while. Missed a few interesting by-elections and some absolute bangers coming up!

ICYMI: Three interesting ones from recent history

EFF won a historic victory against the ANC in Nkomazi 11 in Mpumalanga:

EFF 58% (+35) !!
ANC 35% (-39)

Wild.
2/ The PA did really well on the West Coast in Lambert's Bay (Cederberg 5):

DA 46% (+3)
PA 33% (+25)
ANC 21 (-5)

DA did fine, but did get endorsed by some other parties who didn't contest. PA will be interesting, especially in rural Western Cape it seems.
3/ ANC held firm in central Umtata (King Sabata Dalindyebo 7):

ANC 74% (+18)
EFF 19 (+9)

Total UDM collapse, which is where the extra EFF and ANC numbers coming from. ANC continues to outperform in the Eastern Cape.
Read 4 tweets
Aug 5, 2022
1/ There's a lot of political debate going on all over the place. My thoughts:

The fundamental question in SA politics is how to develop our country to be more prosperous and a land of opportunity FOR ALL. (Which means we need to tackle inequality, largely still defined by race)
2/ The ANC has achieved incremental successes since 1994, but in aggregate, has failed to deliver 'a better life for all'. Its societal and governance outcomes, especially in the last 10 years, have been horrific.

The ANC is central to the problem. A post-ANC solution needed.
3/ When you think about what that could look like, the first place to start is the second-biggest party, the DA.

My view is that the party is on fundamentally the wrong track to help get us to a post-ANC future. And it's sitting on a lot of the voters needed to get there.
Read 14 tweets

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