Thursday, October 29, 2020

Biden, His Time, Con't

With days to go until Election Day, Cook Political Report's Amy Walter and crew move Texas into the Toss-up category, if you're still wondering how the presidential race is "tightening in the final moments".

Less than a week out from Election Day and President Donald Trump is playing catch-up. In 2016, he won 30 states (and Maine's 2nd Congressional District) and their 306 electoral votes. Today, just 20 states, worth 125 electoral votes, are safely in his column. Former Vice President Joe Biden is holding 24 states worth 290 electoral votes in his column.

To win the election, Trump will need to win every state we currently have in the Toss Up column: Florida, Georgia, North Carolina, Iowa, Ohio, Maine's 2nd CD, as well as the newest addition, Texas. Even then, Trump would be 22 electoral votes short of 270. He would need to win at least two of the seven states currently sitting in Lean Democrat: Arizona, Michigan, Minnesota, Wisconsin, Pennsylvania, Arizona, Nevada and New Hampshire. Trump carried all but Minnesota, Nevada and New Hampshire in 2016.

At this point, Ohio and Maine's 2nd District are probably the most promising for Trump, followed by Texas and Iowa. If he were to win all of those, he'd be at 188 electoral votes, still 82 votes shy of 270. Florida, Georgia, and North Carolina are pure Toss Ups with Biden ahead by anywhere from 1 to 2 points in those states.

Even if Trump were to win all of those states, he'd then need to move into the Lean Democratic territory where Arizona, Wisconsin and Pennsylvania offer the best opportunities
. If you just looked at polling averages, Arizona would be the best opportunity for Trump. Biden has a small — but steady — 3 point lead. Even so, given Trump's unpopularity among suburban voters, it's hard to see how he makes up needed ground in Maricopa (Phoenix).

In Wisconsin, a huge spike in coronavirus cases and hospitalizations has led state health officials to plead with residents to leave home only when absolutely necessary. That COVID is the dominating issue in these final days of the campaign is a problem for the president. Charles Franklin, the Marquette University Law School poll director, told the AP recently that "approval of his handling of COVID is the next-strongest predictor of vote choice, behind voters' party affiliation and their overall approval of Trump's performance as president." In the most recent Marquette poll in early October Trump had an anemic 41 percent approval rating on his handling of the virus.

Picking up Arizona and its 11 electoral votes would get Trump to 259 electoral votes, 11 shy of 270. Picking up Wisconsin (10 EV) or Minnesota, where the Trump campaign is spending time and effort (10 EV), would leave both candidates stuck at 269.

This is where Pennsylvania becomes even more critical.

In Pennsylvania, the conventional wisdom, as well as the Trump campaign, see a tightening race. The FiveThirtyEight polling average puts Biden ahead by 5 points. But, congressional district polling paints a different — and more difficult — picture for the president. These polls find Biden expanding Clinton's margins in suburban Philadelphia, but also find Trump failing to put up the same kind of numbers he did in 2016 in central, western and northeastern Pennsylvania.

But, while Trump has a narrow path to 270, Biden is looking at several different pathways to 270. Biden can afford to lose states in Toss Up like Georgia, North Carolina or Iowa and still have plenty of different options to get to an electoral college victory. Of course, all three are hosting competitive Senate races that could tip the balance of power in the upper chamber. Notably, Biden is spending the final week of the campaign traveling to Iowa and Georgia.

Texas is a state that Biden doesn't need to win, but it is clear that it's more competitive than ever. Texas' shift from Lean Republican to Toss Up shouldn't come as a surprise. Recent polling in the state — both public and private - shows a 2-4 point race. That's pretty much in line with the hotly contested 2018 Senate race in the state where Sen. Ted Cruz narrowly defeated Rep. Beto O'Rourke 51 percent to 48 percent.
 
A Biden win in Texas and the race is over, full stop.  Georgia or Florida too. 

See, all Biden has to do in order to blow a hole in the side of the Trumptanic is pick up one of these three states in particular. He'll probably get five or six and he has a good shot of winning nine or ten of the 13 battleground states (PA, MI, WI, NC, FL, GA, NH, MN, AZ, TX, OH, IA, NV). If Biden even splits these, he wins easily.

Trump on the other hand has to run the board on basically nine out of 13 of them.

I still think the most likely scenario with a Trump victory is that it's the 2016 map but Biden picks up WI, MI, PA and one other state, probably Arizona, and either ME-2 or NE-2 and ends up winning 289-249, in which case Trump moves to steal Pennsylvania with SCOTUS, make it 269-269, and force a House delegation vote, a basic nightmare scenario, Bush v Gore II, one that would wreck the country for decades.

This is Trump's best case scenario.

Granted, it's a nightmare for America and it could lead to years of violence, but if Biden can take one more state besides PA in that scenario (and get to 290+) he wins outright and the odds of Biden getting at least one other state besides PA, MI, WI, AZ, and one of the two single-point districts (out of IA, GA, NC, FL, TX and OH) is probably a good 80% or so.

That's the difference from 2016, and Trump is just about out of time.

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