It always made sense that if Labour ever got its act together that vote would get re-energised and be available for movement. It would appear that has happened, and it would seem it has been the elevation of Jacinda Ardern that has been responsible for that success.
She has, almost single-handedly, made Labour relevant. She got them to the high 30s on election night, she enhanced that success with the weight of government, and topped up the support to where it once was.
Now, does that mean National are out, or in trouble? In a way, yes.
Not as a major party, on 42 per cent they're still a serious player, and their target of 47 per cent to get a good crack at government is still highly doable especially if things for this Government, like KiwiBuild, continue to plague them.
But what they don't have is luxury, the luxury Labour has. The Greens, in both polls, are at 5 per cent plus, and Winston Peters's New Zealand First, although below 5 per cent, is hardly out of the picture given his history come polling day.
Add all that together, and Labour are in the box seat. So the big question for National is: is the real issue Simon Bridges or their lack of partners? I'd argue the latter. Bridges might not be ideal, and indeed I have said he isn't.
But getting cut-through as an Opposition leader is a nightmare. And if you want to criticise him, this is a Government that's provided plenty of material, they've got a long cock up list, and he's failing to make hay.
If politics is reduced to a few simple point-scoring zingers, and sadly mostly it is, Judith Collins might well get more traction. But that's usurped by the simple truth they're doing this largely alone, bar ACT, and they hardly count for anything.
Still it's February of the year before an election so no need to panic yet for National.
But two polls show how, I think pretty clearly, Labour is winning and National, for the first time in a decade have work to do and are the underdogs.