Update: And just as I hit 'post', news comes out that Andrea Horwath will not support the budget. Looks like we're off to the races. Also, an earlier version of this post said the NDP was at 22.9% in the EKOS poll - they are actually at 22.2%.
EKOS Research for iPolitics gives the Liberals the lead with 34.7% support, up 2.4 points from EKOS's previous poll of March 27-April 3. The Progressive Conservatives were also up, gaining 4.2 points to reach 31.6%.
The New Democrats, however, fell 6.8 points to 22.2%.
The Greens were up 1.1 points to 9.4%, while 2% of respondents said they would vote for another party. Of the entire sample, 18.9% were undecided.
Only the drop in support of the NDP appears to be statistically significant, though it also looks a lot like a reset. EKOS's previous poll had the New Democrats at 29%, well above the 22% to 23% recorded in subsequent polls by Forum, Nanos, and Innovative. It does differ, however, from the 27% recorded in the most recent Ipsos Reid poll, but even Ipsos was registering a slip in support for the NDP from their own previous poll.
For the Liberals and PCs, the picture remains muddy. Of the five surveys now conducted since April 7, the PCs have recorded (in order of field dates) 38%, 36%, 30%, 37%, and 32%. The Liberals have recorded 31%, 36%, 39%, 32%, and 35%. Overall, the Liberals and PCs seem to be somewhere in the 30s. That is about as much as can be said with certainty. The aggregate now gives the Liberals 34% to 33% for the Tories.
Of significance, however, may be the Tories' lead among the oldest voters. Of Ontarians aged 65 or older, the PCs held a 40% to 36% edge over the Liberals. Among the next oldest tranche of respondents between the ages of 45 and 64, the Liberals and PCs were almost tied (33% to 32%, respectively). This suggests the Tories may have a turnout advantage (which Ipsos Reid also recorded in their poll).
At the regional level, the NDP drop appears to have taken place throughout the province. But in terms of statistical significance, the decreases were particularly marked in Toronto and eastern Ontario.
In the provincial capital, the Liberals led with 39%, followed by the Tories at 29% and the NDP at 20% (down seven points). In eastern Ontario, the PCs were ahead with 43% (up 15 points), followed by the Liberals at 31% and the NDP at 18% (down eight points).
Elsewhere, the Liberals led in the suburban GTA (the 905 area code) with 36%, against 31% for the PCs and 23% for the NDP. The governing party also had the edge in northern and central Ontario with 40%, compared to 29% for the NDP and 22% for the PCs.
The PCs led in southwestern Ontario with 33%, followed by the Liberals at 26% and the NDP at 24%. The Greens scored 12% support in this region, their best.
With these levels of support, the seat result would be a toss-up. The Liberals would likely win 45 seats, with the PCs taking 41, the NDP winning 20, and the Greens taking one. (Let's not get overly excited about the Green result - 9.4% is not a particularly reasonable level of support for the party.)
Assuming 10% error in the model, that means the Liberals could win anywhere between 41 and 50 seats and the PCs between 37 and 45 seats. In other words, a coin-flip to determine who takes the plurality of seats.
At these numbers, the New Democrats are not in a good position to make significant gains. Of course, campaigns matter and Horwath does have the best personal numbers of the three leaders, so she may have the most upside. But it is still a gamble. With neither Tim Hudak nor Kathleen Wynne being loved by voters, the NDP cannot rule out the possibility of forming a government of their own if things go very well. But a more plausible best case scenario for the party sees it forming the Official Opposition. The question is whether they would take that role in a minority government, where they would have significant influence, or a majority government, where they would have next to none.