For the past 18 months, the biggest puzzle in Taiwan politics has been the curious behavior of the Taiwan People's Party (TPP). In the 2024 elections, the TPP did very well for a third party, winning 22 percent of the party list vote and eight seats -- enough to break through the DPP-KMT duopoly to deny either of the two major parties a majority for the first time since the Chen Shui-bian era. That made it the kingmaker in the Legislative Yuan and gave it significant bargaining power over the other two parties in this term -- if they were able to exploit it.

The puzzle is that the TPP does not appear to have maximized its leverage in the current legislature. The party's leaders turned down opportunities to grab the speaker or deputy speaker positions or to negotiate for cabinet positions in a Lai government, and over the last year they have instead prioritized opposition to the DPP administration rather than conditional cooperation with the ruling party. More surprising still, they have publicly aligned themselves with the KMT on many of that party's most controversial policy initiatives -- even when those policies are broadly unpopular. 

This transformation of the TPP in the public eye from a centrist swing party to a "pan-blue subsidiary" has generated a widespread sense of angst and betrayal among pan-green commentators, who have accused the TPP of "subordinat[ing] itself blindly" and "march[ing] in lockstep with the KMT," and even tacitly cooperating with the CCP to oppose the DPP and the Lai administration. The TPP's public image has shifted so dramatically that many observers of Taiwan politics now simply assert that the legislature is "KMT-controlled."

The problem with this assertion is that it's wrong. The TPP legislative caucus is not actually marching in lockstep with the KMT on every issue, as I'll argue in what follows. On the contrary, it holds preferences that are quite distinct from the KMT, it has acted as a significant check on that party's legislative caucus, and its public cooperation with the KMT against the ruling DPP will be temporary and limited, rather than comprehensive and indefinite. But for their own reasons, neither the KMT nor the TPP want to advertise this fact. For the moment, they both would rather have everyone believe they are a unified pan-blue team cooperating to stop DPP overreach.

​No other explanation is consistent with the political outcomes of the last 18 months. 

On December 20, amid shouting, shoving, fistfights, and broken furniture, Taiwan’s opposition-controlled legislature passed by a show of hands three controversial bills that threaten to kneecap its government. The first raised the threshold to recall elected officials. The second required the Constitutional Court to have a 2/3 quorum to hear constitutional cases and imposed a supermajority threshold to invalidate a law. And the third shifted the central-local revenue-sharing formula to give local governments (mostly KMT-run) 40 percent of all government revenues, up from 25 percent, at the expense of the DPP-run central government.
​
Four days later, the same opposition majority in the legislature voted down all seven of President Lai’s nominees to the Constitutional Court, leaving it with only eight justices and unable to meet the new quorum requirement for hearing a case. It is now effectively paralyzed. The DPP government has nevertheless requested that the court meet and rule anyway on whether the amendments to the Constitutional Court Act are themselves unconstitutional. This increasingly destructive partisan political conflict has put Taiwan on the brink of a constitutional crisis with no obvious way to resolve it. 

This confrontation is also taking place in a democracy that Freedom House last year ranked as the second-best in Asia, behind only Japan, and significantly above the United States and most of Europe. Taiwan's political system has proven remarkably resilient to PRC influence operations over many years, and it has a capable and effective state and vibrant economy despite its diplomatic isolation. So why is it facing a political crisis now?

​The simplest answer is divided government. For the first time in 16 years (and only the second time in its democratic history), Taiwan's legislative and executive branches are controlled by different parties: the Chinese Nationalist Party or Kuomintang (KMT) and Taiwan People's Party (TPP) together hold a majority in the Legislative Yuan, and they are locked in a fierce power struggle with the Democratic Progressive Party (DPP) government.  

This conflict was not inevitable. In the January 2024 presidential and legislative elections, the DPP's Lai Ching-te (賴清德) won the presidential election but with only 40% of the vote, and the DPP lost its majority in the legislature. The KMT ended up with 52 seats (plus two blue-leaning independents), the DPP won 51, and presidential candidate Ko Wen-je's (柯文哲) centrist TPP won eight (all via the party list vote). That left no party with a majority and made the TPP the crucial swing voting bloc in the LY. In theory, the TPP could have exploited that leverage to extract significant concessions from the ruling DPP -- on policy, legislative leadership, or cabinet positions. But instead, negotiations between the DPP and TPP went nowhere, and President Lai missed his chance to head off the last year of partisan warfare.   

The formation of battle lines first became apparent on February 1, when the new legislature was seated. Its first order of business was to elect a speaker and deputy speaker. Curiously, the TPP  ultimately decided not to support either of the major party nominees -- the party's eight legislators voted for TPP member Huang Shan-shan (黃珊珊) in the first round, and abstained in the second.  As a result, the KMT's Han Kuo-yu (韓國瑜) won the speaker's race, and KMT legislator Johnny Chiang (江啟臣) was elected as his deputy. Despite providing crucial help to the KMT, the TPP did not manage to win even the deputy speaker as the price for their support. Nor did they strike a deal with the DPP, either, although that should have secured at least one of the leadership positions for the party. Given that the TPP held the crucial votes that could have denied control of the legislature to either major party, this outcome seems like a major missed opportunity for both them and the DPP. 

I've heard competing explanations for this bargaining failure. One story is that the refusal came from the DPP side -- ruling party legislators were engaged in quiet conversations with the TPP about a possible power-sharing deal, but Lai Ching-te intervened to stop the negotiations. Reporting at the time suggested that the TPP's price for cooperation in the run-up to February 1 was for the DPP to support Huang Shan-shan for speaker -- a price the DPP was apparently not willing to pay, but which in hindsight they probably should have. That interpretation is also consistent with the public comments offered by party caucus whip Ker Chien-ming (柯建銘) that "A DPP-TPP partnership is only possible if the TPP voluntarily comes to us."​So maybe this was a strategic mistake by the DPP caucus (and ultimately, Lai himself), and they are suffering the consequences. 

But another possibility is that the TPP was just never seriously interested in cooperating with the DPP no matter what they offered -- even before  Ko Wen-je's detention in a corruption investigation several months later turbocharged the TPP's animosity toward the DPP government. Although the KMT-TPP negotiations for a joint presidential ticket broke down in spectacular public fashion in November 2023, the two parties did still enter into a pre-election coalition for the legislative races and even campaigned together, so perhaps TPP leaders had already made up their minds to team up with the KMT after the elections, too, and there really was no chance the DPP could have enticed them to defect.  

Whatever the reason, ever since the new legislature was seated on February 1, the TPP has consistently chosen to act as the KMT's junior partner and supported the opposition party's confrontational approach to the DPP government. And as the partisan divide has hardened, it has also transformed into an inter-branch conflict between the KMT-TPP majority in the legislature and the DPP in the executive. The partisan maneuvering that has followed has escalated over the last year to a level of open political warfare that is posing a severe test for Taiwan's democratic institutions. And it is a test they are failing.

Taiwan's 2022 local elections are now exactly four weeks away, on Saturday, November 26. In August I did a detailed breakdown of all the city and county executive races, which you can find here: 

Part 1. The Six Special Municipalities
Part 2. North and Central Taiwan
Part 3. The South, East, and Offshore Islands
Part 4. Concluding Thoughts

I've been sporadically adding news updates and polling results to those pages, but I thought it'd be worth taking a more holistic view now that we're a month away, and raise a few questions to keep an eye on the last month of the campaign.  

First, the big takeaway: this is looking more and more  like a bad election cycle for the DPP.

Here's my updated ratings for each race as of October 29: 

• Safe KMT (1): Hsinchu County, Lienchiang* 
• Likely KMT (6): New Taipei, Taichung; Nantou, Chiayi City, Hualien, Taitung
• Leans KMT (6): Taipei, Taoyuan; Keelung, Yilan, Changhua, Yunlin 
• Toss-up (4): Hsinchu City, Miaoli*, Penghu*, Kinmen*
• Leans DPP (0):
• Likely DPP (1): Pingtung 
• Safe DPP (3): Tainan, Kaohsiung, Chiayi County

*multiple KMT candidates in the race

What's Going on in the Special Municipalities?
In the highest profile races in the special municipality, ​DPP candidates are down at least 10 points (and probably 20) in both New Taipei (Lin Chia-lung) and Taichung (Tsai Chi-chang). I've been especially surprised by how well incumbent mayor Lu Shiow-yen in Taichung is polling. I figured she would struggle a bit but instead recent polling shows her to be leading by 20 points, and she is in high demand to campaign for other KMT candidates down ballot. It would take something truly extraordinary to shake this race up now. 

In Taoyuan, the candidate switcheroo and split has left the party's official nominee, Cheng Yun-peng, trailing the KMT's Simon Chang in most polls too. 

Taipei is the marquee race of this cycle, with three high-profile candidates and saturation coverage of the campaign. It's close, but even there polls keep showing Chiang Wan-an with an edge over the DPP's Chen Shih-chung and independent candidate Huang Shan-shan. Chiang appears to have consolidated 85% of the pan-blue vote behind him, while Chen is at only 70% of the pan-green vote. Huang Shan-shan is pulling as much support from green-leaning as blue-leaning voters, and that may be enough to give Chiang the win. Chen's efforts to nationalize the race and make it about cross-Strait relations or China do not seem to be having much effect so far. 

Is the DPP Really Struggling This Badly? 
Given recent polling, one can easily imagine the DPP only winning four local executive races. (Keep in mind they currently hold seven, and that's after the disastrous 2018 election cycle.) There's still time for public opinion to shift, but right now the DPP looks like it's in danger of losing all four of the competitive special municipality races. The party's candidates are also struggling elsewhere in places where they have very winnable races, in Yilan, Keelung, and Hsinchu. And they don't seem to be primed for an upset anywhere else; the KMT's incumbents in Chiayi City, Changhua, Yunlin, Taitung and Hualien are all polling well ahead of their challengers. The DPP's best chance at an unexpected pickup might be Penghu, where there are now two KMT members (one the mayor of the largest city, the other the incumbent) in the race. Then there's the crazy colorful Miaoli race, which Donovan Courtney Smith has described in great detail. The DPP might have a chance there in what's normally one of the bluest counties in Taiwan...except the NPP is also running a candidate and threatening to split the anti-KMT vote. So far the DPP just can't catch a break this cycle. 

​Is Tsai Ing-wen in Trouble? 
Put it all together and it looks like Tsai Ing-wen's grip on the party chair might be in trouble again. If we take into account the DPP's large national polling lead, the partisan lean of the counties, and the fact that incumbents are hard to beat, the party's candidates should be competitive at least in Taipei and Taoyuan (both open seat contests), Keelung (open seat) and Yilan (wounded KMT incumbent), Hsinchu City (open seat), and perhaps Changhua, Yunlin, and Chiayi City (all green-leaning counties). If the party can't win any of those races, that's a really bad performance, and there will be a lot of pressure on Tsai to resign as party leader to take responsibility. She's been directly involved in picking the nominees for these races, and she can't easily deflect blame if they fail everywhere. 

Is the KMT Actually Primed for a Comeback...Again?
On the flip side, KMT party chairman Eric Chu may end up a big winner here after all. He said back in August that his goal was to win four of the six special municipalities; it seemed to me like a stretch at the time, but it looks plausible now. The party has had some nomination screw-ups and splits, most prominently in Taoyuan and Miaoli but also Keelung, Penghu and Kinmen. But even if the KMT loses a couple of these races to independents (or the TPP in Hsinchu City), Chu will still come out looking pretty good if they take four special municipalities. And the KMT might be better-positioned than expected to compete in 2024.

​Will Cross-Strait Relations Matter? 
Finally, a note about the 20th Party Congress: I thought this week of CCP pageantry and propaganda might affect the race, since it was held in the thick of the election campaigns. But there wasn't a whole lot new on Taiwan coming out of the Congress, and polls aren't showing much of an impact. Tsai Ing-wen's personal approval rating does seem to have gotten a bounce in October--we'll see if that lasts, or more importantly, influences the local contests in the last month. Notably, several DPP candidates including Chen Shih-chung in Taipei have tried to tie their races to cross-Strait issues, without much success so far.   

​Plagiarism: What Is It? 
Definition here.