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Aberdeen by-election victory won’t save the Tories

Kemi Badenoch with Douglas Lumsden, the new Tory MP for Aberdeen South. Credit: Kemi Badenoch/X

Kemi Badenoch with Douglas Lumsden, the new Tory MP for Aberdeen South. Credit: Kemi Badenoch/X

19 June 2026 - 1:00pm

The last time the Conservatives gained a seat at a by-election was in Hartlepool in 2021, with Boris Johnson riding high on a post-vaccine, post-Brexit bounce – a trajectory that would rapidly reverse soon afterwards. In Scotland, it is more than half a century since the party gained a seat at a by-election. Last night, however, changed that trend, as the now-rare words of “Conservative gain” were heard in the constituency of Aberdeen South.

There is no denying that this is a good result. The Conservatives jumped from third to first, regaining a seat they last won in 2017 and, before that, in 1992. They seemingly benefitted from Labour’s unpopularity, establishing themselves as the main Unionist opposition in the seat. Picking up Labour voters allowed them to outpace the Scottish National Party by a comfortable margin, with Reform UK a distant third and Labour in fourth. On a night where the Tories were being eclipsed elsewhere, it was a rare triumph.

The problem for the party is how to replicate this elsewhere. Aberdeen South was perhaps uniquely poised for Conservative success. Scottish seats now have an odd dynamic, poised between Left-Right bloc politics and the face of nationalism and Unionism. The seat is also closely connected to the oil industry, making Net Zero a key battleground. Anger at the Labour approach to drilling made the Conservatives the local choice to face down the SNP, and the vote swung convincingly in their favour. It is hard to think of many other places where this would be true.

This result conceals a grim reality for the Conservatives. Despite their rebuttals, they are sliding to minor-party status. In first-past-the-post systems, third parties don’t challenge everywhere, but instead benefit from peculiar local conditions to win seats. The nationalist parties gain from this dynamic, as do the Liberal Democrats. Local conditions and demography create pockets they can exploit for individual gains, but there aren’t enough of those to sustain a party nationally.

The Conservative Party itself is likely to remain in denial about this. Cognitive dissonance about results has become a recurring feature for the party. In May’s local contests, it somehow spun a massive underperformance into a set of positives. It is likely that Aberdeen South, too, will be twisted into a rallying moment, rather than one positive amid a bigger, much worse message from the voters.

For two years, the Conservative Party has struggled to really reckon with why it lost in 2024 and where the trajectory out of defeat runs. The rare successes have come from odd structural quirks – in London, where wealthier voters lean away from Reform, and Labour-Green splits have helped the party squeeze through the gap, or like this in Scotland, where the independence debate cuts through politics. Where there is a majority against independence, like in Aberdeen, it will move against the SNP, signalling discontent with ideas of another referendum.

Aberdeen South will be claimed as a vindication for the current Tory strategy. It is, in its way, a historic victory. But it is also the result of a peculiar seat with odd politics — the sort that was made for third parties. Wins can often be deceiving about where the real weaknesses lie. The party should also be looking at the votes it is not getting and the contests it is not challenging. Otherwise, it risks drawing the wrong lessons and ignoring the peril in which it remains.


John Oxley is a corporate strategist and political commentator. His Substack is Joxley Writes.

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China is threatening America in the AI race

Reports sugget Zhipu AI  has released a new model that can rival leading US systems. Credit: Getty

Reports sugget Zhipu AI has released a new model that can rival leading US systems. Credit: Getty

1 July 2026 - 10:18am

China is trying to catch up with America on artificial intelligence. The Wall Street Journal has reported that Zhipu AI — one of China’s six “AI tiger” LLMs — has released a new model that can rival leading US systems, including Anthropic’s Mythos, in cybersecurity tasks such as pinpointing security bugs. While this marks a milestone in China’s drive to catch up with Western AI capabilities, strong performance on a single benchmark does not mean it has taken the lead. Chinese models still lag behind their Western counterparts in broader capabilities, such as autonomous operation. Skepticism is therefore warranted before resorting to hysterical conclusions, but complacency about the geopolitical implications of China’s AI advances would be an even greater mistake.

On the infrastructure side, Chinese AI is still constrained by access to advanced chips, with American labs way ahead in computing capacity as well as investment. Analysis from earlier this year suggests that Chinese models are likely to be at least a few months behind those in the US. But they are still continuing to make progress, or that the geopolitical importance of AI will be decided only by whose LLM has ventured deeper into the technological frontier. The practical applications of AI, countries’ to capture foreign markets, and the application of AI into the real economy will matter just as much.

Here, China may hold an advantage. As with its dominance across many critical supply chains, Beijing may not need to produce the most advanced AI systems — only those that are affordable and widely deployable. In doing so, it could consolidate global influence by supplying functional, low-cost AI at scale.

Beijing seems to be pursuing exactly that path, developing an AI “open-source” strategy that offers affordable, widely available AI models for companies and individuals to use and modify as they wish. The production of the DeepSeek AI model, which matched the performance of Silicon Valley tools such as ChatGPT at a fraction of the cost for users, created goodwill among Chinese models with developers.

The four most popular models on OpenRouter, an AI hardware platform for developers, are now all Chinese. The goal for China is not only to win the frontier-model race, but to make its systems the default layer of AI adoption across industries and global markets. For most economies, the choice is increasingly between an affordable tool they can deploy now and a more robust one that may be out of reach.

And while the countries adopting Chinese models may be exposed to political pressure and cyber threats from Beijing, safer and more capable alternatives matter little if they are unaffordable. American AI companies are already under pressure to monetize products whose operating costs are rising. If Chinese open-source models become the cheap default for startups, universities, governments and businesses across the developing world, then America’s AI lead will be eroded from below.

Perhaps more concerning for America in the long run is how AI can give Chinese manufacturing even more strength, through the ongoing integration of AI as a general-purpose technology. China’s new Five-Year Plan mentioned AI more than 50 times and includes an “AI+” action plan aimed at spreading AI across the economy.

Beijing has been pioneering automation of its critical infrastructure for years, with promising recent results in increasing warplane production capacity. In that regard, China’s open-model strategy and manufacturing dominance will reinforce each other. Cheap, adaptable models accelerate deployment across the real economy while those deployments generate real-world data and use cases that can feed back into further model improvement.

The United States should not dismiss the importance of its lead in the AI race. That lead worries Beijing, not least because a more automated Chinese economy would also become more vulnerable to AI-generated cyber threats. But nor should Washington assume that China cannot catch up with American capabilities over time.

This AI competition represents part of a broader struggle over tech supply chains and geopolitical influence. Decisions over whether to adopt US or Chinese models could produce a more fragmented global reality, with different regions relying on different cloud providers, chips and security structures. The result will likely be a global economy which is divided into competing spheres, rather than one which produces a single winner.


Miquel Vila is a political and geopolitical risk consultant focusing on industrial strategy, critical infrastructure and global supply chains.

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