This is the website of Abulsme Noibatno Itramne (also known as Sam Minter).
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Two changes in category today, and bucking the recent trend, they are both moves toward Romney. In reverse order of electoral college weight:
Minnesota (10 electoral votes) had been pretty sparsely polled before the conventions, and the five poll average had shown an Obama lead as high as 11.7% in July. With the batch of new polling in September, Obama’s lead has now dropped to only 7.9%. “Only” is of course relative. 7.9% is still a pretty substantial lead. Minnesota is not in play right now. The only question is how much Obama is going to win by. It looks like Obama’s margin will be less than it once looked like it might be. But this should still be an easy win for Obama.
Tennessee (11 electoral votes) is another state that hasn’t been polled all that often. The last set of polls, back in May, had moved the five poll average to a Romney lead of less than 5%, specifically a 4.2% lead. That had put Tennessee into the set of states my model thought could go either way. After all, a 4.2% lead is pretty slim. The right set of things happening, and perhaps Obama could have actually taken the lead there.
Well, the new set of polls added this week, which are actually two related results from YouGov, moves the average to a 5.8% Romney lead. As far as my model is concerned, that pulls Tennessee out of reach for Obama. Tennessee always seemed like a big stretch for Obama. It always seemed a bit odd that it was showing up in the “close states” category. Well, it now resumes a more natural looking position as a “Weak Romney” state, meaning that Romney has a big lead there, but maybe not so big a lead that he should completely ignore it.
Of course it will get ignored, because Obama doesn’t need it to win. Any scenario that has Obama winning Tennessee is probably an Obama landslide. So Obama isn’t going to pay attention to it. Meanwhile, if Romney is in a position where he is really fighting to win Tennessee, he has already lost. Given he is way behind right now, he needs to be concentrating on states where Obama is ahead to try to bring them back over to his side of the line. Spending time shoring up a state like Tennessee would be a waste of resources for Romney too. So, no attention for Tennessee. Poor Tennessee.
So where does this put the summary? Minnesota has no effect because it was never close. I no longer consider winning Tennessee to be a possibility for Obama, so Obama’s “best case” gets a little worse:
|
Romney |
Obama |
| Romney Best Case |
278 |
260 |
| Current Status |
191 |
347 |
| Obama Best Case |
191 |
347 |
The interesting thing here is of course that the current status is now the same as Obama’s best case. This is because there are no longer ANY close states where Romney is ahead. Tennessee is no longer close because it is now more solidly Romney. So that is good for Romney. Two states moved TOWARD Romney today. This is GOOD for Romney compared to yesterday.
But the overall situation remains very very difficult.
The remaining close states… Florida (29), Ohio (18), North Carolina (15), Colorado (9), Iowa (6), Nevada (6), and New Hampshire (4)… are all states where Obama is ahead.
Now, all of those states are close, and some of them are very close, with Obama’s lead no more than a sliver. Romney could retake the leads in one or more of these states with a little bit of a good news cycle and just one or two good polls.
But what this effectively does is put Obama at his ceiling. Previously, there was headroom above the “current” situation. You could imagine Obama doing a bit better and moving one or more states that were close but leaning Romney to being close but leaning Obama. Now there are no more Romney states that are close… states that one could easily imagine Obama picking up.
To do any better than a 347 to 191 win… which is where the state by state polls put him right now… Obama would need to start picking up states where Romney is ahead by more than 5% (but ones where he is ahead by less than 10%, because we need to retain at least some realism).
The areas in this category are now Georgia (16), Arizona (11), Indiana (11), Tennessee (11), Missouri (10), South Carolina (9), Montana (3) and Nebraska’s 2nd Congressional District (1). With the possible exception of Nebraska’s 2nd, which is very infrequently polled but where a poll this week showed the race tied, all of these seem like BIG stretches right now. Even if Romney collapses further and Obama expands his national lead, one could maybe see some of these getting closer again, but they have a long way to go to actually end up in the Obama win column.
As he was looking at the wiki between my update there and this post, a reader asked a question: Has this happened before?
I knew it hadn’t happened in this cycle, but I had a vague memory of there being some time in 2008 where all the close states were leaning in one direction. But I was wrong. Looking at my 2008 analysis, this didn’t happen then either. (I wasn’t doing this in 2004 or before, so I can’t speak to those years.) So indeed,with my method of classifying states… with leads in a five poll average less than 5% being considered “close” states that could go either way… this is the first time in two election cycles where ALL of the “close” states have leaned toward one candidate.
The positive spin for Romney is that Obama has reached a top. It will be very hard for him to do any better in the electoral college than where things are right now.
Of course, the flip side of that is that at the moment Obama is pretty far ahead, and to win Romney has to win almost all of the close states… all of which he is behind in at the moment.
This is not where a candidate wants to be in late September.
It isn’t quite time to just call the race for Obama and go home.
But it is getting close.
Last time around I “called the race” on October 3rd. In 2008 that was the first time we had a situation where McCain’s “best case” in my model was still losing. I didn’t actually think that situation would be sustained through November, but it the end it was. From October 3rd onward, the state by state polls showed a clear Obama win.
This time around, Romney has already been in that “best case is to lose” situation in my model three times. Each time he has recovered, but if Obama increases his lead in one or two key states, he could end up there again pretty easily. Unlike the last three times, there will be very little time to recover if he falls that far behind again. Of course, he would have to not just improve from that point, he would have to get to a point better than he has been at any time this year to actually pull into the lead.
At this very moment, his “current” line is well behind where McCain’s was four years ago too. Four years ago today it looked like McCain would get 256 electoral votes if the election was held then. That wasn’t enough to put him in the lead of course, but it was a lot better than the 191 Romney has in his column at the moment.
Romney needs some major game changing event to make this an interesting race again. He is running out of time for it.
He must wake up every day hoping that Obama will make some major mistake. Instead though, in the last few weeks anyway, it seems like it is Romney putting his foot in his moth over and over again. That isn’t what he needs to be able to start closing the gap, let alone to take the lead.
Note: With a new poll that I added to my spreadsheet today, the date that Wisconsin moved from Lean Obama to Weak Obama shifts from September 20th to September 21st. The trend chart at the top of this post reflects that adjustment.
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
No truly new polls today, but I added some more slightly older ones from Polltracker now that I am using them as a source as well. They have a few that were not included by my other sources. In any case, only one change came out of that today:
With this, the five poll average in Virginia goes back above 5%. If I’d gotten the polls “in order”, Virginia actually would not have dipped below 5% yesterday at all. Polls arrive out of order all the time of course. As I’ve mentioned before, with a few exceptions when I find really old polls, I mark changes in category based on my best knowledge as of any given day, I don’t try to retroactively change the status on past days.
In any case, Obama now leads by 5.3% in the five poll average. So, Virginia once again leaves the group of states I consider possible for Romney to win… if the election was held today that is. Things can of course change.
In the mean time though, the summary:
|
Romney |
Obama |
| Romney Best Case |
278 |
260 |
| Current Status |
191 |
347 |
| Obama Best Case |
180 |
358 |
Virginia may be bouncing around the 5% Obama lead line at the moment, but be it a little below or a little above, either way, it is a state that would make Romney’s electoral math much easier if it was actually in play. At the moment, it is just out of reach. Without it, Romney’s road is pretty hard.
It has been pointed out that although the state by state math looks bad, if there are campaign events that bring a uniform national move toward Romney, then a bunch of states will of course move in his direction too. That is how it works. States that are leaning Obama will start leaning Romney. States that are weak Obama and currently out of reach will start being close.
This kind of move is very possible. No chickens should be being counted by the Democrats. But time is running out for things to happen (either positive things from Romney, or mistakes by Obama) which bring about that kind of move. Polls looking into how set people are on the candidates they support at the moment show a pretty small percentage of actual undecided or “persuadable” people though. So it may be pretty difficult to bring about that kind of move.
As I’ve said before, to get there we probably need a major screwup by Obama as opposed to anything Romney could do to bring people toward him.
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
 
Big day, lots of changes in polls behind the scenes aided by the fact I’ve now added PollTracker as a source. They seem to be picking up and including some polls left out by my other sources. The big batch of new polls today led to three category changes. So lets get to them in order of electoral college size from small to large:
First up, South Dakota with 3 electoral votes. It has been very sparsely polled, but it is easy to see why. This state is not even remotely in contention. It is a Romney state. Back in August a new poll had brought the five poll average down to a Romney lead of less than 10%, moving it to “Weak Romney” instead of “Strong Romney”. Now the first poll since then moves it back to “Strong Romney”. Either way, South Dakota is not a state we imagine Obama winning even in his best possible scenario.
Next up is Virginia with 13 electoral votes. On Thursday Obama’s lead in the state tipped just barely over 5%. With a new poll today, it dips back just barely below 5%. So once again it goes into my “Lean Obama” category and it is once again considered one of the states Romney *could* win, even though he is currently behind in the state. So this improves Romney’s best case and opens up more possible “paths to victory” that one can mathematically imagine given the polling.
Finally, North Carolina with 15 electoral votes. Never once in the last year has this state not been “close”. Most of the time it has leaned toward Romney though, with just a few bounces toward Obama. Today’s batch of new polls are all favorable to Obama though, and the five poll average tips toward Obama, barely, at a 0.8% lead for Obama.
Now, there is some oddness in how I count polls here. When a poll includes results in more than one way (Likely Votes vs Registered, or with our without Leaners) rather than picking one version of the poll based on some criteria I make up, I count those as separate polls if they are reported differently by the sources I use. This will potentially overweight the one poll with multiple reports. I count on this effect being washed out over time. This state is close enough that it can make a difference though.
But the difference is between just barely leaning one way, and just barely leaning the other way. These two situations are barely distinguishable from each other. So, for instance, in the case of North Carolina, while the new polls tip the state over the center line, it should be kept front of mind that a 0.8% lead is NOTHING and is close enough that it can easily just be statistical or methodological noise, and even if it isn’t, is close enough it can be wiped out overnight by the events in a news cycle.
So while this does move the “everybody gets every state they are ahead in” line in my models, do keep in mind that ALL of the “close” states should be considered to be states that easily could go either way.
So, with all of these, the new model summary:
|
Romney |
Obama |
| Romney Best Case |
291 |
247 |
| Current Status |
191 |
347 |
| Obama Best Case |
180 |
358 |
With this the “Current Status” where everybody gets every state they are ahead in is back up to matching Obama’s previous highs in April and May. Even with Obama’s best case, he isn’t matching his 2008 performance. But he is at what has so far been his ceiling in this race. To move beyond this he needs to start pulling ahead in states like Tennessee, Georgia, Arizona, Indiana, Missouri, South Carolina and Montana. All of these have so far seemed way out of reach this time around. And they still do. We would need a major Romney collapse to start bringing these states over to Obama.
As I said though, this lead in North Carolina is by the slimmest of margins, and is helped along slightly by my methodology. It would not be surprising at all for this to flip back to the “normal” 332 to 206 Obama victory margin we’ve been seeing most of the year in my model.
In the mean time, Virginia getting a bit closer again is good news for Romney. If he can’t bring states like Virginia back to being at least close, it is really hard to see how he pulls off a win. Having said that though, the recent trend in Virginia has been against him. We’ll need more polls (I’m sure we’ll have them soon) to know if Romney is really making Virginia close again, or if it will slip back away from him with the next batch of polls.
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
(Edited 2012 Sep 22 23:50 to add some final thoughts and do some cleanup.)
Only one status change today, as Obama’s lead in Connecticut tops 10% in the five poll average.
On August 30th Obama’s lead in Connecticut dipped slightly below 10% in my five poll average. With the first new poll in the state since then, the average pops back above 10% to 11.4%. So I once again classify Connecticut as “Strong Obama”. While the last poll is quite a bit higher than anything seen before and may be an outlier, the five poll average has been over 10% for almost all of the last year, so this is probably more representative of the “normal” status for Connecticut.
Of course, no matter if Obama’s lead in the state is a little more than 10%, or a little less than 10%, Connecticut isn’t even close to being a state that could go either way. Connecticut is not in contention. It is going to be an Obama state this cycle. So the model summary does not change:
|
Romney |
Obama |
| Romney Best Case |
278 |
260 |
| Current Status |
206 |
332 |
| Obama Best Case |
180 |
358 |
Not much else to say this time around. Obama increasing his lead in Connecticut doesn’t change the state of the race. There are now tons of new polls every day though, so keep tuned, there will undoubtidly be more changes to the core “Lean” and “Weak” states soon enough.
Most polls are still of the Lean Obama and Weak Obama states though. This is natural, as these are the states that will end up closest to the 269 electoral vote line if you ordered them by support levels, but it would be nice to get a few more polls on the Weak Romney states to see if Obama is gaining ground there too, or if those states are consolidating for Romney.
Maybe there will be some of those polls soon.
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
Edit 2012 Sep 22 23:51 to add final note.
Lots of polls in lots of states, but two changing status today, and they are both important moves… so lets get right to them:
Polling in Virginia has gone into overdrive. In the last month there have been 11 polls added to my spreadsheet for Virginia. Eight of those have been just in the last week. The five poll average now only goes back four days. Things really are speeding up. On September 12th the five poll average in Virginia actually moved to an 0.3% Romney lead. On the 14th Obama took the lead again. Since then Obama’s lead has increased each day there have been new polls.
Today the five poll average goes above 5%. Obama is now ahead by 5.2%. This is just barely past my category boundary, so it would be easy for the next poll to reverse this move, but for the moment, Virginia gets colored blue as it moves from “Lean Obama” to “Weak Obama” in my models. This means that my “Best Case for Romney” model no longer includes the possibility of winning Virginia.
Polling has not been quite as prolific in Wisconsin. The five poll average goes back to August 23rd. At the end of August there were a bunch of polls trying to gauge reaction to the Paul Ryan pick for VP. And indeed, those polls showed Obama’s lead in the state dropping from 5.9% at the end of July, to a low of 1.7% at the end of August. There have only been two new polls since then, one showing a 6% Obama lead, and the other a 14% Obama lead.
The 14% poll seems like it would represent an extrodinary amount of movement, and it may well prove out in the end to be an outlier. We need more polls to validate the true post-Convention situation in Wisconsin. It seems clear there has been movement back toward Obama, but if the 14% poll proves to be an outlier, then the degree of that movement will be exaggerated.
For the moment though, the five poll average moves to an Obama lead of 6.1%. So like Virginia, Wisconsin moves out of Romney’s reach in my models. Even in the case where Romney sweeps all the “close” states, I don’t consider the winning in Wisconsin as part of the picture.
So, the new model summary:
|
Romney |
Obama |
| Romney Best Case |
278 |
260 |
| Current Status |
206 |
332 |
| Obama Best Case |
180 |
358 |
Now, the first thing I want to point out, as I often do, is that this represents “if the election was held today”… which of course it is not. The time left is vanishing quickly, but there is still plenty of time for big movement in the polls and the state of this summary. Things WILL change plenty before election day.
But as of right now… I had mentioned yesterday that we had a “hard map” for Romney. With Virginia and Wisconsin out of play, it becomes even harder. If Romney wins every single close state, he would win by a very slim margin. Only 9 more electoral votes than needed for a tie.
This means Florida (where Obama is ahead by 1.6%), Ohio (where Obama is ahead by 4.2%), North Carolina (where Romney is ahead by 3.6%), Tennessee (where Romney is ahead by 4.2%) and Colorado (where Obama is ahead by 1.4%) are now all must win states for Romney. If he loses any of those five states, he loses the election.
Tennessee looks pretty safe. Romney’s lead is less than 5%, but Obama has never been ahead in the five poll average.
North Carolina looks kinda safe too, but not quite as much. Obama has occasionally been ahead in the five poll average in North Carolina. It has usually been Romney though. A comeback for Obama might be possible there, but the recent trend has been toward Romney, not away from him.
In Colorado, Romney has never been ahead in the five poll average. He has been pretty close though, at one point only being behind by 0.2%. And at the moment that 1.4% is looking well within reach. The recent trend has been toward Romney.
Florida is looking iffier though. The lead in the five poll average has gone back and forth a bit, but for most of the last year, it has shown a very narrow Obama lead. It is a very close state. It could go either way. It is certainly not out of reach for Romney, he can win Florida. But he is behind there now, and has been most of the last year with just a few short spikes where he has been ahead.
Then there is Ohio. Although occasional individual polls have shown Romney ahead, at absolutely no time in the last year has Romney led in Ohio. Romney’s best performance in the five poll average was only being behind by 1.4%. His current 4.2% deficit in Ohio is not an impossible deficit. We call it a close state for a reason. A move that size CAN happen. But Romney has to really move things to get there.
Winning all five of these states will be quite a task. Not impossible by any means, but quite a task.
But remember, even if Romney sweeps these five “must win” states, it only gets him to 262 electoral votes. He would still need 7 more electoral votes to tie, or 8 more to win outright. That means he needs to win two out of three of the remaining close states… Iowa (where Romney is behind by 1%), Nevada (where Romney is behind by 3.8%), and New Hampshire (where Romney is behind by 2.4%).
Romney’s winning scenarios are possible. The paths are just very narrow at the moment.
Romney needs something big to shake up the race and start moving things in his direction. We’ll see what he comes up with. (Or what comes his way via luck or missteps by Obama.)
Note added 2012 Sep 25 12:09 UTC: Polls added to my data on September 25th moved the date Wisconsin moved from Lean Obama to Weak Obama from September 20th (the day of this post) to September 21st.
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
The rate of polling has increased dramatically since the convention ended. It is now not uncommon for my daily sweep for new polls to pick up six or more new polls. In the pre convention days, having three polls on a single day would be a big day. This increase in poll frequency of course makes it likely that we’ll have more days where states flip categories, even if it is just from the natural jittering of random samples rather than real movements. So be sure to watch not just for the states that change on a given day, but also look to see if that change “sticks” as time goes on and new polls come in.
Today we have two states change status. In order by Electoral College weight:
First up Michigan with 16 electoral votes. It has bounced back and forth across the 5% Obama lead line the past few weeks in the five poll average. September started with Obama having an 0.7% lead in the state. September 13th his lead increased to over 5%, but then dropped below 5% again on the 16th. Now on the 19th it heads above 5% again.
The general trend has been toward Obama, but at 5.2% the state is still quite close to the boundary between my categories. So it would be easy for the very next poll to pull the average back below 5%. For the moment, the state moves from my “Lean Obama” category to my “Weak Obama” category, meaning that I no longer consider Romney winning Michigan a possibility strong enough to include in his “best case”.
But don’t be surprised if it gets closer and changes categories again. It looks like it is having fun bouncing back and forth at the moment.
Next up, Indiana with 11 electoral votes. Indiana has been very sparsely polled. Only four Romney/Obama polls in the state since the 2008 election. To round out the five poll average I have to include the 2008 McCain/Obama election results. In any case, prior to the last poll, the five poll average (which then included the 2004 election too) had the state with a 10.1% Romney lead. Shifting the new poll in, and 2004 out… 2004 was a huge 20.7% Bush victory over Kerry in Indiana… makes Romney’s lead drop to 7.2%.
This moves Indiana out of my “Strong Romney” category into my “Weak Romney” category, but make no mistake, Romney’s lead in Indiana is still quite substantial. At the moment nobody is expecting Obama to be able to reprise his 2008 win in the state. We’d need more polls than just the four to discern if there is actually any sort of trend making the state closer, but a little bit closer or not, it still isn’t close enough to be one of the states that could go either way.
This is a Romney state this year unless we get a huge Romney collapse in the next seven weeks.
So only Michigan changes anything in the models, making Romney’s best case slightly weaker, but still a win:
|
Romney |
Obama |
| Romney Best Case |
301 |
237 |
| Current Status |
206 |
332 |
| Obama Best Case |
180 |
358 |
Once again no mathematically “must win” states for Romney, but the paths are still narrow… this is a hard map for Romney. If he doesn’t win Florida, he has to win every other close state to win. If he does win Florida, he can afford a few losses in the close states, but not many. But if he loses Florida, it is hard seeing how he wins the other close states he would need to win.
Romney still needs a game changer to move things in his direction. And I’m pretty sure the events of the last few news cycles are not the kinds of game changers he needs.
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
So that didn’t last long. Three days ago Michigan topped a 5% Obama lead in my five poll average… just barely, at 5.1%. Now with a new poll, that drops back down to 4.4%. So, once again, I consider Michigan in the “could go either way” category.
We’re still right around my arbitrary 5% line, so the next poll could easily move this back above 5%. Or of course it could move things further in Romney’s direction. For the moment though, back to being close enough that we consider it within the realm of possibility that Romney takes the state in November.
Having said that, although a few individual polls have shown Romney ahead, at no time in the last year has Romney been ahead in Michigan in the five poll average. This is not one of the “closest of the close” states where the lead has gone back and forth all year. This is a state that is relatively close, but Obama has been ahead all along.
With Michigan now once again included in Romney’s best case, the new summary is:
|
Romney |
Obama |
| Romney Best Case |
301 |
237 |
| Current Status |
206 |
332 |
| Obama Best Case |
180 |
358 |
So pretty much where we’ve been for awhile: Obama with a substantial lead. Romney still able to win if he sweeps almost all of the close states, most of which he is currently behind in.
To win Romney needs something big that changes the dynamics of the race. More of the same from both sides just ends up with a fairly comfortable Obama win.
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
If this one stays as close as it is, it will be annoying to catalog the flips between now and election day between just barely one way and just barely the other way. In any case, Virginia, which moved from Leaning Obama to Leaning Romney in my five poll average on Wednesday, now moves right back where it was with the next new poll:
This represents a move in the five poll average from a Romney lead of 0.3% to an Obama lead of 0.3%. I can’t emphasize enough that both of these results just mean a super tight race in Virginia at the moment. It is too close to call. In general I say that any state where the lead is less than 5% should be considered a toss up, simply because that small a lead can disappear quickly. This is why I color all those states the same color on the map, regardless of who is slightly ahead. But 0.3%? For all intents and purposes, the state is tied at the moment.
Of course, you have to keep in mind what “the moment” is. My five poll average in Virginia currently goes back almost exactly a month. A lot has happened in that month. But we’ve only had five polls in Virginia. Two of the five polls have been since the conventions. If you average only those two… you get an 0.2% lead for Romney. Still too close to call. Virginia really does look like a toss up at this point.
Never the less, since the five poll average is slightly on Obama’s side at the moment, we move it to Obama’s side for the “Current” line of our summary, which assumes the candidates win every state where they lead even slightly in the five poll average.
|
Romney |
Obama |
| Romney Best Case |
301 |
237 |
| Current Status |
206 |
332 |
| Obama Best Case |
180 |
358 |
And where does this put us? It puts the current line right back at a 332 to 206 Obama win… Right where the model has been for all but a few scattered weeks since the beginning of April. More specifically 124 of the 167 days since April 1st have had the model at a 332 to 206 Obama win. That’s 74% of the time. The other 26% of the time things have looked a bit better for Romney, or a bit better for Obama… more often a little bit better for Romney… but then we’ve reverted right back to good ol’ 332 to 206.
Even when states have come and gone from the set of close states, changing either Romney or Obama’s “best case” where they win all the close states, the model line in the middle has stayed remarkably stable.
Compare this to my analysis exactly four years ago. If you look at the center line of that chart (a double pink/blue line rather than this year’s purple) you’ll see that between March and September it was moving all over the place. (In interpreting the old charts, keep in mind that last time around down was good for Obama, this time up is good for Obama.) This year things are just remarkably stable in comparison.
It is also interesting to note that by this time four years ago the “lead” in the race had changed hands five times. (And it would change hands two more times before the election.) In comparison this time the lead has changed hands… well, never. Obama has been ahead from the start.
But to show how things can change in the final stretch to November: On September 14th 2008, the current state of the polls was actually showing a 269-269 tie. Obama of course went on to win 365 to 173. In the last month and a half of the campaign, 96 electoral votes moved onto Obama’s side of the line. So big movements are possible in relatively short amounts of time.
Even having said that though, if I had to make a bet right now, I’d bet on a 332 to 206 Obama win. This time around even when the polls move from that spot, they seem like they keep wanting to go back there. :-)
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
One change today. After flirting for awhile with the idea of being a close state that might actually be in contention this election, Obama’s lead in Michigan is once again starting to open up:
Obama’s lead in the state is now just barely over my 5% threshold, so I move the state from “Leaning Obama” to “Weak Obama” and color it light blue on my map. Basically, Obama is now far enough ahead in Michigan that it looks like a pretty safe bet that he will take the state in November. But his margins aren’t so high that he should be taking the state completely for granted. Given the right opportunity, Romney could still make it close again.
This means that I take the possibility of winning Michigan back out of Romney’s best case. This leaves the new model summary as follows:
|
Romney |
Obama |
| Romney Best Case |
301 |
237 |
| Current Status |
219 |
319 |
| Obama Best Case |
180 |
358 |
At this level, Romney’s best case has him with 32 electoral votes more than he needs to win. Looking at this, he still has no “must win” states mathematically. Theoretically he could lose Florida (27) and still win if he won every other close state. Realistically speaking of course, if he is in a position where he loses Florida, it is highly unlikely that Romney would simultaneously win the rest of the close states. His paths to victory are a lot narrower without Michigan as a possible win.
Although there was the move toward Romney in Virginia in yesterday’s update, so far my prediction from last week that the beginning of September would be Romney’s post-primary high water mark is holding. (I updated my post from yesterday to add a note that my original accidental implication that I had already been proved wrong was incorrect.)
It has only been a week though. And it has not been a great week for Romney. Romney may still have some good weeks left in him before this is all said and done.
Obama has a big advantage at the moment. Romney has a really hard road to go to make this really competitive. Being in a spot where you essentially have to sweep all of the close states (most of which you are behind in at the moment) in order to win is not where you want to be in mid-September. Especially as a challenger. But it is not over yet…
Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.
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