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Notes -
For people unfamiliar with Dutch politics, it might be interesting to compare these polls with the political compass (the horizontal axis denotes economic left/right policy, vertical axis socially progressive/conservative policy).
(For the logos: the butterfly represents the Animal Rights Party (PvdD), the seagul Geert Wilders' Freedom Party (PVV), and the Greek building Thierry Baudet's Forum for Democracy (FvD)).
The current elections are interesting because a large number of party leaders stepped down before the elections and have been replaced with “fresh” faces. Meanwhile, the political landscape has not shifted all that much.
As you mentioned, the historically important Christian Democrat party, which was in decline for a while, has now been almost completely replaced by two new parties: New Social Contract (NSC) lead by Pieter Omtzigt (himself a former Christian Democrat) and the Farmer Citizen Movement (BBB) lead by political outsider Caroline van der Plas (whose party was at one time leading in the polls, but has gradually declined almost to insignificance for reasons that aren't quite clear to me).
Meanwhile, the Labour party (PvdA) and Green party (GL) have merged into a single moderately progressive/leftwing party (uninspiringly named PvdA/GL) lead by former Labour-party Foreign Affairs Minister and European Commissioner Frans Timmermans.
The key to understanding current Dutch politics lies with the VVD, the quintessential (neo)liberal party that supports globalism, open borders, low taxes, minimal environmental protections and less regulations for businesses. Their voters consist mainly of the “haves“ in society: wealthy people, high earners, business owners, home owners, pensioners; people who are happy with their lives, do not favor income or wealth distribution, and do not feel especially threatened by globalization or immigration.
The VVD has been part of the government for the past 13 years. The main reason for this is that despite being economically right-wing, they are quite flexible when it comes to social issues, which has allowed the party to form coalitions both with conservative Christians and with progressive liberal parties.
In terms of coalition building, based on the current polls, there is an obvious three-party coalition of PvdA/GL + NSC + VVD. While these parties cover a broad part of the spectrum, the combination isn't as far-fetched as it might seem: PvdA and VVD have governed together in the not-too-distant past (two cabinets between 1994 and 2002). Adding a third party would seem to complicate things, but on paper, Omtzigt's NSC is ideologically somewhere in between the two, so it feels like it should be possible to include them as well, though much depends on how flexible Omtzigt turns out to be: if Omtzigt insists on social conservatism, and the VVD insists on economic rightwing policy, then together they have nothing to offer PvdA/GL: the VVD's past success has hinged on yielding progressive topics to their left-wing coalition partner to secure the economic right-wing policy they really care about.
It's worth noting that historically, a coalition between PvdA and VVD has hurt PvdA much more than VVD. So it's unclear if they will dare to go for it again this time.
No other coalition seems immediately viable. It's probably best to wait for the election to see where the chips fall.
Thanks for the breakdown, that was super helpful.
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