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Republicans: A look back at Saturday, forward at Tuesday, and back again at Romney and McCain

Saturday brought Republican results for DC, Guam and Wyoming. The number of delegates coming out of this was small, turnout was tiny, and there had been no polling. But the results were surprisingly bad for Trump. Between these three we ended up with:

Rubio +11, Cruz +10, Kasich +9, Trump +1

This by the way is much worse for Trump than the model in my last post predicted, since it used national polls in the absence of actual polls for these three places.

There were also 9 “uncommitted” delegates selected yesterday. These people essentially become like the Democratic superdelegates, in that they are free agents at the convention. If I find out their preferences, I’ll assign them to the candidate they support, but for now they remain TBD. With all the contests so far there are actually 22 of these now. It will be interesting to see if they make a difference.

In any case, with only 1 of 30 delegates from Saturday, or 3.33%, Trump fell very far short of the 54.39% of the delegates he needed to be on the path to an outright win instead of a contested convention.

chart-76

Trump now needs 55.49% of the remaining delegates to win outright. This number is getting high. And the gap between what Trump has done so far (42.96% of delegates) is getting larger. Nobody else got what they needed either of course, so everybody’s numbers got worse, not just Trump’s.

Of course, we still have some big winner take all and winner take most states coming up, so time to refresh the poll based predictions for Tuesday and see what they look like now. As usual, using RCP poll averages and delegate distribution rules from Green Papers.

Florida – 99 delegates – March 15th:

  • Poll averages: Trump 41.4%, Rubio 23.3%, Cruz 19.7%, Kasich 9.6%
  • Delegate estimate: Trump 99

North Carolina – 72 delegates – March 15th:

  • Poll averages: Trump 35.6%, Cruz 23.8%, Rubio 13.0%, Kasich 10.4%
  • Delegate estimate: Trump 31, Cruz 21, Rubio 11, Kasich 9

Illinois – 69 delegates – March 15th:

  • Poll averages: Trump 34.3%, Cruz 25.3%, Kasich 18.3%, Rubio 14.8%
  • Delegate estimate: Trump 35, Cruz 15, Kasich 11, Rubio 8

Ohio – 66 delegates – March 15th:

  • Poll averages: Kasich 35.3%, Trump 33.3%, Cruz 20.0%, Rubio 5.8%
  • Delegate estimate: Kasich 66

Missouri – 52 delegates – March 15th:

  • Using only recent poll: Trump 36.0%, Cruz 29.0%, Rubio 9.0%, Kasich 8.0%
  • Delegate estimate: Trump 52

Northern Marianas – 9 delegates – March 15th:

  • No polls, using national avg: Trump 36.0%, Cruz 21.8%, Rubio 18.0%, Kasich 12.0%
  • Delegate estimate: Trump 9

The main difference from the estimate a few days ago is that now Kasich is ahead in Ohio, and wins the 66 delegates there. This makes a big difference.

Adding these up:

Trump +226, Kasich +86, Cruz +36, Rubio +19

Trump would get 61.6% of the delegates on Tuesday. Which even without Ohio would be above the 55.49% he needs to be tracking toward a clean win.

The new totals would be:

Trump 690, Cruz 408, Rubio 185, Kasich 149, Others 15

Trump would have 47.7% of the delegates. Still not a majority.

When you do all the math at the end of all that, Trump would need 53.37% of the remaining delegates to cleanly win a majority of the delegates. That would still be a substantial improvement from what he had been doing so far.

But there would be more winner take all states coming up. And Cruz, Rubio and Kasich would be so far behind that the scenarios where they would catch up would be extremely far fetched. None of them can win outright. At best they can block Trump. Do all three of them stay in? Do their donors continue to support them in a bid where the only real goal is a contested convention? Can they really keep blocking him from getting a majority of the delegates through a long slog from now until June 7th?

The “Trump wins Florida, but loses Ohio” scenario is the one where it would be premature to say either “Trump will win this outright”, or “Contested Convention”. Instead, we’ll still be hovering between those possibilities, waiting for more states to weigh in.

This might go on awhile.

Finally, as I did with the Democrats earlier, a quick look back, comparing Trump today with Romney in 2012 and McCain in 2008.

First, just looking at the percent of delegates they had as the race progressed:

Screen Shot 2016-03-13 at 21.47.49043

You can see that Trump is behind where either McCain or Romney were at about the same point in the race. But as I’ve said many times, percentages of delegates so far is the wrong way to look at things. Instead, you want to look at the % of the remaining delegates that are needed:

Screen Shot 2016-03-13 at 21.49.32027

You can see that at this point in the race, both Romney and McCain needed less than 50% of the remaining delegates to win. Trump is way behind that pace. But it was also not until right around now in the races that McCain and Romney really started to pull away. Trump has a harder road here, but with a handful of big winner take all states it is not too late for him to start a downward dive to a flat out win.

But if his line doesn’t manage a full on turn downward, eventually it will curve up, and we’ll end up at the contested convention.

Ohio is close. We will have to wait until Tuesday to see how this thing is going…

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

[Edit 22:17 UTC to add sentence about other candidate’s numbers getting worse, not just Trump’s.]

[Edit 22:32 UTC to add link to the post on the Democrats.]

Electoral College: Mixed movement for both Trump and Cruz

Since my last Electoral College blog post there have been new polls in New York, Florida, New Jersey, Ohio and Pennsylvania. There were notable changes for two candidate pairs. But for both of them, the news was mixed. Lets take a look:

Clinton vs Trump

chart-69

With some strong polls from last fall rolling off the average, Florida flips from “Weak Trump” to “Weak Clinton” with the state now sitting at a 1.8% Clinton lead. This is still a very “close could go either way” result, but it puts Florida on Clinton’s side of the fence so she gets Florida’s 29 electoral votes in her “Expected” case:

chart-70

Florida is a big state and makes a big difference. The expected result is now a 108 electoral vote win by Clinton. But it is important to remember that given all the close states that could easily move, anything from Clinton by 156 to Trump by 70 is very easy to imagine given the current polling.

But there was movement for Trump in the other direction too. He improved in Pennsylvania, and while it didn’t change the status of Pennsylvania (Weak Clinton) it did move Trump’s tipping point:

chart-71

After a very brief dip lower, Trump’s tipping point pops back up to being behind Clinton by only 3.1%. Remember, the tipping point essentially represents how far ahead or behind a candidate is nationally, but adjusted for the effects of the electoral college.

So Trump’s “expected” result gets a little bit worse, but the amount he has to move polls to flip that result to a win gets a little smaller.

Clinton vs Cruz

chart-72

While Trump was weakening in Florida, Cruz’s poll average was improving in Ohio. He is now behind Clinton by only 4.0%. She still leads, but this is close enough for me to consider Ohio a swing state and a possible pick up for Cruz, which improves his “best case”…

chart-73

Now if Cruz wins all the states he is ahead in, plus flips Nevada and Ohio where he is close… he loses by only 48 electoral votes.

But still, it is an improvement. And Cruz has been on an improving trend for about a year now. If it continues, he might eventually be competitive.

On this metric anyway. As with Trump above, his tipping point also moves, but in the opposite direction:

chart-74

Cruz’s poll average in Florida dropped a bit. The category didn’t change (Strong Clinton) but the movement did cause Cruz’s tipping point to go from 6.0% behind Clinton to being 6.4% behind Clinton.

Either way, Cruz continues to be far behind Clinton when you look at things based on state level polls. As I have discussed here before, looking at national polls makes this matchup look much closer. It is unclear at this point if this is exposing an actual divergence between the popular vote and electoral college due to the regional distribution of candidate support, or if it is simply that there haven’t been enough state level polls of this matchup to catch up with recent changes to support levels. If Cruz becomes the Republican nominee, this would eventually become clear.

Of course, looking at the delegate race that doesn’t look too likely right now, so we may never know.

241.8 days until polls start to close.

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Republicans: After March 8th, still in contested convention zone, but Trump in good position to change that

On the Republican side March 9th brought results from Hawaii, Idaho, Michigan and Mississippi. The results were:

Trump +73, Cruz +59, Kasich +17, Rubio +1

The projections I made a few days ago based on polling were:

Projected total for March 8th: Trump +91, Cruz +28, Rubio +18, Kasich +12, Carson +1

Despite his wins, Trump considerably underperformed what his polling indicated just a couple days beforehand, while Cruz beat his estimates by quite a bit. Rubio, well, Rubio just flamed out.

Now, this is still a Trump win, but the fact that it was less than the polls would have predicted may mean that there is weakness in Trump that is not being captured by the latest polls.

Also, it was not enough to put him on track to get back out of the “contested zone” where we are on track for a contested convention, and back to a place where he actually has a majority of the delegates.

Lets look at the “% of remaining delegates needed to win” graph:

chart (100)

Before today, Trump needed 53.85% of the delegates to be on track for an outright win. For the night he got 48.67% of the delegates. Not quite there. So his % needed for the next contests increases to 54.39%.

This is getting high given that his history to date is only getting 44.14% of the delegates. He needs to improve his rate of delegate acquisition by about 23% to head toward an outright win.

If the remaining states were all straight proportional, it might already be time to start saying the likelyhood of the contested convention was getting to the point that anything else would be a surprise.

But the Republican contests are almost all biased at least a little bit to the winner, and starting March 15th, we have a number of high delegate winner take all states, most notably Florida and Ohio.

As I’ve been doing, lets look at the next few contests. This time lets go all the way through the big March 15th day. As usual, using RCP poll averages and delegate distribution rules from Green Papers.

Florida – 99 delegates – March 15th:

  • Poll averages: Trump 40.2%, Rubio 24.4%, Cruz 17.4%, Kasich 8.4%
  • Delegate estimate: Trump 99

North Carolina – 72 delegates – March 15th:

  • Poll averages: Trump 32.7%, Cruz 21.7%, Rubio 15.3%, Kasich 9.7%
  • Delegate estimate: Trump 30, Cruz 20, Rubio 14, Kasich 8

Illinois – 69 delegates – March 15th:

  • Poll averages: Trump 32.7%, Rubio 18.7%, Cruz 17.7%, Kasich 13.3%
  • Delegate estimate: Trump 37, Rubio 12, Cruz 11, Kasich 9

Ohio – 66 delegates – March 15th:

  • Poll averages: Trump 39.0%, Kasich 34.0%, Cruz 15.3%, Rubio 7.0%
  • Delegate estimate: Trump 66

Missouri – 52 delegates – March 15th:

  • No recent polls, using national avg: Trump 36.0%, Cruz 21.8%, Rubio 18.0%, Kasich 12.0%
  • Delegate estimate: Trump 52

Wyoming – 29 delegates – March 12th:

  • No recent polls, using national avg: Trump 36.0%, Cruz 21.8%, Rubio 18.0%, Kasich 12.0%
  • Delegate estimate: Trump 12, Cruz 7, Rubio 6, Kasich 4

District of Columbia – 19 delegates – March 12th:

  • No recent polls, using national avg: Trump 36.0%, Cruz 21.8%, Rubio 18.0%, Kasich 12.0%
  • Delegate estimate: Trump 9, Cruz 5, Rubio 5

Virgin Islands – 9 delegates – March 10th:

  • No recent polls, using national avg: Trump 36.0%, Cruz 21.8%, Rubio 18.0%, Kasich 12.0%
  • Delegate estimate: Trump 4, Cruz 2, Rubio 2, Kasich 1

Guam – 9 delegates – March 12th:

  • No recent polls, using national avg: Trump 36.0%, Cruz 21.8%, Rubio 18.0%, Kasich 12.0%
  • Delegate estimate: Trump 4, Cruz 2, Rubio 2, Kasich 1

Northern Marianas – 9 delegates – March 15th:

  • No recent polls, using national avg: Trump 36.0%, Cruz 21.8%, Rubio 18.0%, Kasich 12.0%
  • Delegate estimate: Trump 9

Now, lots of assumptions there. Also, Wyoming and some of the territories are actually directly electing delegates and we may not know their preferences on election night, so they may be listed as unbound or TBD for awhile. But lets do the addition anyway. From the above we end up with:

March 10th to March 15th estimate: Trump 322, Cruz 47, Rubio 41, Kasich 23

That would give Trump a whopping 74.36% of the delegates, well above the 54.39% he needs.

Now, because that includes some big winner take all, and some more that are winner-take-most, that is highly volatile. If he loses Florida… or Ohio, where the race is a lot closer… then things start to look worse for Trump very quickly. In terms of winning outright… not necessarily in terms of keeping the delegate lead.

But given the results above, does Trump get back to a delegate majority?

The new totals would be:

Trump 785, Cruz 409, Rubio 196, Kasich 77, Others 15

Trump would have 52.97% of the delegates. He would be back on track for an outright win.

Not only that, but 1482 of the 2472 delegates would already have been allocated. That is just a hair under 60%. Only 990 delegates would be left. And Trump would already have 785 of the 1237 delegates he would need to win outright. So he would only need 452 more delegates… or 45.66% of the remaining delegates. Which would probably be an easy ask given where the campaign would be at that point and the number of winner take all and/or winner take most states coming up. If he wins both states, the chances of a contested convention drop dramatically. We’re almost certainly looking at a clean Trump win.

Take away Ohio and Trump would no longer have a majority at this stage, and would still need 52.32% of the remaining delegates to win outright. This would still be very doable, just a little bit harder. In this scenario, we might be hanging on the edge between the contested convention and the Trump win for awhile.

Take away Ohio AND Florida and not only would Trump not have a majority, but he would need a full 62.32% of the remaining vote to win outright. This number would be more difficult to achieve, and the chances of a contested convention would then be very very high.

Now, this of course assumes the results are somewhat similar to the projections above in the other states too… but the general outlines of this are likely to remain true.

Where we are after March 15th will depend in huge part on Florida and Ohio. Right now Trump is way ahead in Florida, and has a slim lead in Ohio. But Trump has been underperforming his polls lately. If that trend continues, things may be closer than they look right now.

There are five and a fraction days left, including one more debate. So there is room for considerable movement as well.

But Trump has a significant advantage at this point. We are currently in the “contested convention” zone… but Trump is in a very good position to knock us out of there and into the “Trump wins” zone.

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Republicans: On the narrow road to a contested convention…

The March 5th states have voted. Trump won Kentucky and Louisiana, Cruz won Kansas and Maine. But states don’t matter. Lets look at delegates:

From March 5th: Cruz +68, Trump +53, Rubio +13, Kasich +10 and 11 still TBD.

In addition since my Republican Super Tuesday post was originally published we had Cruz +8, Trump +4, Carson -1, Rubio -5 as vote counting finished and results were finalized.

So since the last post, Cruz +76, Trump +57, Kasich +10, Rubio +8, Carson -1.

Lets look at the all important “% of remaining delegates needed to win” graph:

chart-62

Cruz did the best here, but in order to actually improve his position in terms of winning the nomination outright, he needed to get 57.7% of the delegates since my March 2nd update. Actual result above? 50.67% of the delegates since then. He didn’t get there.

Meanwhile, Trump only needed 51.6% of the delegates, but he only got 38.00%. He didn’t even come close to getting what he needed.

Bottom line, NOBODY is getting the delegate numbers they need for a win. This may change as things progress, but for the moment, we’re still on the narrow road to a contested convention.

All of those lines are above 50%, and all of those lines are headed up. For someone to win outright, one of those lines needs to start heading down and start driving toward zero. Right now it hasn’t happened yet.

Right now Trump needs 52.88% of the remaining delegates to win outright. So the non-Trump’s collectively need to be getting 47.12% of the delegates to force a contested convention.

I stated in the Super Tuesday post that in order to keep on this path, the non-Trump’s not only need to keep Trump above that 50% line until the big winner take all states like Florida and Ohio vote on March 15th, but they need to damage Trump to the extent that he is losing states left and right once we are in the winner take all zone. Very specifically, he probably needs to lose Florida and Ohio.

Trump underperformed his polling in the March 5th states, and Cruz exceeded his. The polling was pretty sparse, but this may indicate that the onslaught of attacks against Trump by Rubio, Cruz, and others in the last two weeks may be starting to take a toll on Trump. Perhaps his own debate performances have hurt as well by signaling a general election pivot a bit too soon… or perhaps he just finally passed some sort of line on the outrageous behavior front. Polling is frustratingly sparse in the upcoming states, so it is hard to tell what the situation is, let alone if it changed due to attacks, debates, or pivots.

The big question is: “Has Trump been damaged enough that the non-Trumps can force this to the convention?”.

Right now, we are on track for that!

Don’t get too excited about that possibility quite yet though… Current polling has Trump still ahead in a number of upcoming states, including the critical races in Florida and Ohio. If he maintains those leads, this may get pushed back into territory where Trump can win outright after March 15th. All it takes is a couple of Trump wins in big winner take all states, and dreams of a contested convention will go up in smoke.

But… but… if the damage to Trump is real and sustained, we may start seeing Trump weakness elsewhere soon, including in Florida and Ohio. If so, the chances of a contested convention will go up very quickly. (The odds of one of the non-Trumps winning outright are still very small.)

Next up, in just a few hours: Puerto Rico. As far as I can tell, there has been no polling in Puerto Rico at all. We’ll see how it goes…

[Update 17:31 UTC – Unrelated to March 5th, but looks like one Georgia delegate flipped from Cruz to Rubio as results there were finalized. This doesn’t substantively change the analysis above.]

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Republicans: Trump wins Super Tuesday. Is it too late to stop him?

The Republican Super Tuesday is over with the exception of a handful of delegates that were still undetermined when it was time for me to start writing up the results.

Last Tuesday I used polling to project what Super Tuesday would look like for the Republicans. The projection looked like this:

Estimate: 294 Trump, 246 Cruz, 67 Rubio, 11 Kasich, 6 Carson

We’ll dispense with the state by state totals, and jump right to the final results:

Actual: 252 Trump, 211 Cruz, 101 Rubio, 16 Kasich, 4 Carson, 6 TBD

The 6 that are still to be determined as of this update are from Tennessee (3 delegates) and Texas (3 delegates), but they won’t make much of a difference here.

The poll based estimates were not quite as close as they were for the Democrats. This may simply be because I did the estimates a full week out based on relatively sparse polling. There were a lot of polls in that last week, and it may well be that the results would have been closer if I had redone the analysis on Monday.

The general outlines of the estimate and the analysis based on them were basically correct though. The one notable difference is that Rubio did considerably better than the estimates, at the expense of both Trump and Cruz’s delegate totals. It appears that Rubio’s week of anti-Trump crusading may have worked.

The main consequence is that Trump was pushed a bit further away from the levels he needed to actually improve his position relative to last week. He was expected to lose ground anyway, but he lost more than it looked like he was going to. It was enough to push Trump back down below 50% of the delegates allocated so far:

chart (99)

On this metric, Cruz looks like he did the best coming out of Super Tuesday. But this is the wrong number to be looking at. The all important thing to be looking at is the “% of remaining delegates needed to win”:

chart (98)

Everybody’s position got worse! (Remember down is good on this chart… getting down to 0% means you win, going up to 100% means you are eliminated.)

Trump needed to get 49.4% of the Super Tuesday delegates to improve his position in terms of getting to a clean first ballot win. Instead, he got 43.1% of the delegates so far. So his “% of remaining delegates to win” increased to 51.6%.

We are back in the zone where if everybody performs the same as they have so far, we end up with Trump having more delegates than anybody else, but a bit short of the majority he would need to win. The “contested convention” scenario.

At this point the closest competitor is Cruz, who would need 57.7% of the remaining delegates in order to catch up and win outright. Next closest is Rubio, who would need 64.0% of the remaining delegates. Given their past performances, it seems unlikely that either will reach anything close to those numbers, especially since they both seem determined to stay in the race. It would take one of them dropping out AND a complete Trump collapse to enable that. This seems like an unlikely scenario at this point.

But both the Cruz and Rubio campaigns are now starting to openly talk about a contested convention. To do that, neither Cruz or Rubio need to get super-majorities of the remaining delegates. They don’t even need to get majorities. They don’t even need to have a majority of the delegates between them. They just need to keep Trump to less than 51.6% of the remaining delegates.

So Cruz + Rubio + Kasich (now that Carson has dropped out) just need to manage to get 48.4% of the remaining delegates between them. And if they successfully do that, they will need even less the next time around.

At this point, the best strategy to “stop Trump” is not for more people to drop out. It is for all three of the remaining non-Trumps to stay in to try to get as many delegates as they can, even if they know they can’t get to an outright win either. Strategies have been suggested such as the candidates working together and encouraging their supporters to vote for whichever non-Trump was strongest in each state in order to maximize the delegate totals. Then they would work it out at the convention.

That kind of coordination between rival campaigns is unlikely. But it could happen to some degree spontaneously between now and March 15th, just by the nature of having four candidates still in the race. Even though Trump is leading in a lot of the states in the next couple of weeks, it is possible the non-Trumps could keep him below that 51.6% target, and thus be on the road to a contested convention.

But… starting March 15th there are winner take all states. Not just states where the delegate totals are heavily weighted to the winner, but pure unadulterated winner take all. If Trump is below 50% of delegates at that point, but not by all that much, and he is still leading the polls, then starting on March 15th, he’ll just start cleaning up and get back over 50% very rapidly, and then close out the contest.

In order to actually force a contested convention, the non-Trumps not only have to keep him below 51.6% of the delegates that are being doled out in the next couple weeks, they either have to keep him MUCH lower than that number in the next two weeks, or they have to damage him so much that by March 15th he is losing states left and right and the others can continue to pick up large numbers of delegates in the winner take all zone. Of course, the two might have to come together.

The odds of a non-Trump winning the nomination outright are now negligible absent a major event that destroys Trump’s prospects.

The ability to deny Trump a majority is still alive though. But the time for even that is running out quickly. The non-Trumps basically have two weeks.

Of course, Trump might still come out of a contested convention as the nominee, especially if he came in with a plurality of the delegates that wasn’t very far from the 50% mark. But all kinds of things can happen at a contested convention, including the emergence of a nominee who wasn’t even running. You never know.

One final thing before closing up. I have heard a lot of commentary saying that if any other candidate besides Trump was in the position he is in, he would already be being called the presumptive nominee. Maybe. But we really aren’t quite there yet.

Trump is definitely leading. He has better chances than anybody else of ending up the nominee. But at the same time…

Trump is clearly behind where either Romney or McCain were at this stage in the process. Digging up data from my 2008 and 2012 delegate tracking…

Screen Shot 2016-03-02 at 17.44.01901

We are currently at the point where about 29% of the delegates have been allocated. Super Tuesday was bigger in 2008, so we don’t have a data point between about 10% and 42%, but you can see that in that Super Tuesday event, McCain took a clear lead, leaving all of the competitors behind. Although things were still a muddle before Super Tuesday, from that point forward there was no stopping McCain. His dominance was unmistakeable.

Reppercentneededbypercent2012

In 2012, Romney was over 50% of delegates earned almost from the very beginning. He continued to hover just below 50% of remaining delegates needed to win though, leading for continued talk of a possible brokered convention for awhile longer. It took until we got past 45% of delegates for Romney to really pull away and eliminate that possibility, making it a clean win.

2012 is probably the closest parallel to where we are today, but Romney never dropped below 50% of delegates after that first few percent at the beginning of the race. Trump is weaker than that at the moment… and his opponents are stronger. But the gap isn’t large. He trails Romney, but not by much.

We’re going to go from just under 30% of delegates determined today, to just under 60% after March 15th. Things will move very quickly, and if there really is going to be a good chance of a contested convention, the groundwork will be laid in these two weeks. If the non-Trumps want to stop Trump, that almost certainly needs to be the game plan at this point. And it has to start bearing fruit NOW.

[Update 2016-03-03 02:34 UTC – The 6 TBD delegates in Tennessee and Texas have been resolved, and there were other adjustments as results continues to be tabulated. Net changes happened in four states: Arkansas (Trump -1, Cruz +1), Massachusetts (Trump +1, Carson -1), Tennessee (Trump +2, Cruz +2, Rubio -1) and Texas (Cruz +4, Trump +2, Rubio -3). Total change for this update: Cruz +7, Trump +4, Carson -1, Rubio -4. New overall delegate totals are: Trump 338, Cruz 235, Rubio 113, Kasich 27, Carson 8, Bush 4, Fiorina 1, Huckabee 1, Paul 1. These changes do not substantively change the analysis above.]

[Update 2016-03-04 02:53 UTC – Update for Georgia: +1 Cruz, -1 Rubio.]

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Electoral College: Some good news for Cruz, Mixed news for Rubio

Yes, all the attention is on South Carolina and Super Tuesday, but time for a quick electoral college update from recent poll updates. In the last batch of polls were new matchup results in Florida, Georgia, Wisconsin and West Virginia. These resulted in a few notable changes.

Clinton vs Trump

chart (89)

Well, actually, once again there was no significant update in the Clinton vs Trump race, but in this transitional phase where we are still getting polling for folks other than the frontrunners, I’ll mention the frontrunner status when there is a post highlighting changes with other candidate pairs. Trump’s lead in the average in Georgia actually dropped from 10.1% to 9.5% changing Georgia from “Solid Trump” to “Strong Trump” in my categorization, but this really doesn’t make any difference. Georgia isn’t in play at the moment. The situation remains that anything from Clinton winning by 156 to Trump winning by 102 is within the realm of the possible, and Clinton winning by 50 is the “expected” result if all the states go where their averages are currently pointing.

Clinton vs Cruz

chart (90)

Cruz improves a bit in Florida against Clinton, but not enough to change categories. Florida was however the tipping point state, so this also moves:

chart (91)

Cruz’s upward tipping point trend continues. Just a little bit further, and the Clinton vs Cruz race might actually look competitive!

(Reminder, the tipping point represents the margin in the state that would put the winner “over the top” if you ranked the states by their candidate preference. It is a good measure of how much the candidate who is behind would have to change national public opinion to flip the result and win.)

Clinton vs Rubio

This matchup had notable changes caused by the polls in two different states. First up, Florida:

chart (92)

The state didn’t change status. It was “Weak Clinton” before, and remains “Weak Clinton”. But as with Cruz, Florida was the tipping point state, and so the tipping point changes as well.

chart (93)

By this metric Rubio peaked in November and has been declining ever since. A Clinton vs Rubio matchup still looks incredibly close though. Clinton is only ahead here by 0.8%.

So this was good for Clinton. But there was also a change in Wisconsin that was good for Rubio:

chart (94)

All the recent polls have shown Wisconsin as a close state, whereas older polls had it Strong or Solid Clinton, and therefore the average has been moving up toward Rubio. With today’s update, it moves from “Strong Clinton” to “Weak Clinton”. This puts it in play for Rubio and improves his best case:

chart (95)

There are now ELEVEN close states in the Clinton vs Rubio contest, accounting for 141 electoral votes, which is quite a swing! Everything from Clinton by 126 to Rubio by 156 is now “in the bubble”. Clinton remains a slight favorite, winning by 12 electoral votes if all the states ended up following current poll results. But this is a tiny margin. Clinton vs Rubio remains essentially a tied race, with Florida’s 29 electoral votes at the tipping point.

And that is where things stand at the end of February.

254.9 days left until general election polls start to close.

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Electoral College: With new Ohio polls, Rubio and Cruz improve vs Clinton

We’re still in the phase where the pollsters ask about many candidate combinations. With the most recent polling in Ohio, there is no change in the Clinton vs Trump status, but there were changes to Clinton vs Rubio and Clinton vs Cruz. In both cases, the Republican position improves, and Clinton gets a little weaker.

Clinton vs Trump

No, this didn’t change, but since these are the two frontrunners, just a quick reminder of where that race stands:

chart-50

Anything from Clinton winning by 156 electoral votes to Trump winning by 102 electoral votes is plausible given the state polls. Clinton winning by 50 electoral votes is the “expected” result if each candidate wins all the states they are ahead in right now.

Clinton vs Rubio

chart-51

Ohio has been polled less often than one might expect for a state that is traditionally in the “swing state” category, and which looks like it might be again. But the polls for the last year or so have been trending in Rubio’s direction. With this poll, the average pops into the plus side for Rubio. He now leads in Ohio by 1.6% in the average. To be clear, that is still a very close race. But he now has the advantage, so we put Ohio on his side of the ledger.

chart-52

With Ohio back in his column again, if Rubio won every state he is ahead in, and Clinton won every state she is ahead in, Rubio would fall just 12 electoral votes short. He’s not back to leading the race yet, but it is very close. Flipping any one of Florida (0.2% Clinton lead), Virginia (1.2% Clinton lead), Minnesota (1.5% Clinton lead), Michigan (2.9% Clinton lead), or Nevada (4.5% Clinton lead) would do it.

With the large number of close states, anything from Clinton winning by 126 to Rubio winning by 136 would not be surprising though.

Clinton vs Cruz

chart-53

Cruz hasn’t managed to make Ohio competitive against Clinton yet, she still leads him by 6.0% in the poll average, but because with this update Ohio moved past the previous “tipping point state”, the tipping point here moves a bit toward Cruz.

As a reminder, the tipping point is the margin in the state that would put the winning candidate “over the edge” in the electoral college if you order the states by how strongly they support the candidates. Like this:

Screen Shot 2016-02-26 at 05.15.41651

Prior to this update, the tipping point in Clinton vs Cruz had been Florida, where Clinton led by 6.6%. Now the tipping point is Virginia, where Clinton leads by 6.4%.

The tipping point is essentially like looking at the national popular vote, except it takes into account the structure of the electoral college. It tells you how far the polls would have to move across the board in all states to flip the winner.

chart-54

Cruz trails Clinton by 6.4% in this metric… but he has slowly but surely been improving his position since last May. It would take a bit more movement before he actually looked competitive with Clinton though.

And that is where things are today.

256.7 days until polls start to close on election night.

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Republicans: Trump wins Nevada, plus a look at Super Tuesday

Once again the headline out of a state is Trump winning. In Nevada the delegate count was:

14 Trump, 7 Rubio, 6 Cruz, 2 Carson, 1 Kasich

To be on the glide path for a 1st ballot victory though, Trump needed 15 of the 30 delegates. So he fell slightly short.

Now, don’t misunderstand. This is still an impressive victory, and looking at the upcoming states he has a clearer path to victory than anybody else. His margins were higher in Nevada than many people expected. But if today’s performance was replicated in all of the other states, Trump would come to the convention with more delegates than anybody else, but not the majority needed to win outright. Of course as we continue more people will drop out, and the amount with which states give bonuses to the winners increases, so that still seems like an unlikely final outcome.

Right now Trump continues to do everything he needs to do to win. Lets look at some of the graphs, then we’ll do a quick look at the March 1st “Super Tuesday” states.

chart-47

The overall delegate count is now:

81 Trump, 17 Cruz, 17 Rubio, 6 Kasich, 5 Carson, and 7 for people who have dropped out

Trump continues to dominate. Lets look at this as percentages:

chart-48

The “winners” here were actually Cruz, Rubio and Carson. Each of them improved their proportion of delegates with Nevada’s results. Trump actually went down. He doesn’t have to worry too much about that though. He still has a majority of the delegates allocated so far, and he is far far ahead of any of his opponents.

Finally, lets look at the “% of remaining delegates needed to win”, which I argue is the single most important thing to look at to understand where the race really is:

chart-49

Because Trump got 14 delegates instead of 15 delegates, his line goes up a little bit. (Remember, on this chart down is good, up is bad.) The red line goes from needing 49.39% of the remaining delegates to needing 49.42%. This is a relatively trivial difference though. It is basically flat. Trump’s situation is very close to unchanged.

Meanwhile, the other lines keep going up at a decent pace. Kasich and Carson add about 0.6% to their numbers. Cruz and Rubio add about 0.4%.

This should be obvious, but the more they lose, the harder it is to catch up.

Many people are still talking about how as consolidation happens, the remaining non-Trumps will do better and the picture will change. Maybe, but nobody new announced they were dropping out after the Nevada results (yet anyway). So it looks like we may still go into March 1st with a five person race.

Lets run a hypothetical using current polling on the Super Tuesday states and see where we end up using RCP poll averages for the five remaining candidates. We’ll make delegate estimates based on the specific delegate allocation rules in each state.

Texas (155 delegates)

  • Current poll averages: 37.3% Cruz, 28.0% Trump, 11.7% Rubio, 4.7% Carson, 3.0% Kasich
  • Delegate estimates: 99 Cruz, 56 Trump

Georgia (76 delegates)

  • Current poll averages: 35.0% Trump, 22.7% Cruz, 19.3% Rubio, 7.3% Carson, 6.3% Kasich
  • Delegate estimates: 50 Trump, 26 Cruz

Tennessee (58 delegates)

  • Last poll from November so using national average: 33.6% Trump, 20.4% Cruz, 16.4% Rubio, 9.8% Kasich, 7.4% Carson
  • Delegate estimates: 37 Trump, 21 Cruz

Alabama (50 delegates)

  • Last poll from December so using national average: 33.6% Trump, 20.4% Cruz, 16.4% Rubio, 9.8% Kasich, 7.4% Carson
  • Delegate estimates: 32 Trump, 18 Cruz

Virginia (49 delegates)

  • Using only February poll: 28% Trump, 22% Rubio, 19% Cruz, 7% Kasich, 7% Carson
  • Delegate estimates: 17 Trump, 13 Rubio, 11 Cruz, 4 Kasich, 4 Carson

Oklahoma (43 delegates)

  • Using only February poll: 32.5% Trump, 25.0% Cruz, 15.5% Rubio, 7.0% Carson, 0.0% Kasich
  • Delegate estimates: 17 Trump, 15 Cruz, 11 Rubio

Massachusetts (42 delegates)

  • Current poll averages: 41.0% Trump, 17.0% Rubio, 10.0% Cruz, 7.5% Kasich, 3.5% Carson
  • Delegate estimates: 23 Trump, 9 Rubio, 6 Cruz, 4 Kasich

Arkansas (40 delegates)

  • Using only February poll: 27% Cruz, 23% Trump, 23% Rubio, 11% Carson, 4% Kasich
  • Delegate estimates: 18 Cruz, 13 Rubio, 9 Trump (giving Rubio the 2nd place finish breaking 23% tie by alphabetical order)

Minnesota (38 delegates)

  • Last poll from January so using national average: 33.6% Trump, 20.4% Cruz, 16.4% Rubio, 9.8% Kasich, 7.4% Carson
  • Delegate estimates: 18 Trump, 11 Cruz, 9 Rubio

Wyoming (29 delegates)

  • No polls at all, using national average: 33.6% Trump, 20.4% Cruz, 16.4% Rubio, 9.8% Kasich, 7.4% Carson
  • Delegate estimates: 12 Trump, 7 Cruz, 5 Rubio, 3 Kasich, 2 Carson

Alaska (28 delegates)

  • Last poll from January so using national average: 33.6% Trump, 20.4% Cruz, 16.4% Rubio, 9.8% Kasich, 7.4% Carson
  • Delegate estimates: 13 Trump, 8 Cruz, 7 Rubio

Vermont (16 delegates)

  • No polls at all, using national average: 33.6% Trump, 20.4% Cruz, 16.4% Rubio, 9.8% Kasich, 7.4% Carson
  • Delegate estimates: 10 Trump, 6 Cruz

OK, that’s it. Adding all that up…

Estimated Super Tuesday delegate totals: 294 Trump, 246 Cruz, 67 Rubio, 11 Kasich, 6 Carson

That gives Trump 47.1% of the super Tuesday delegates, Cruz 39.4%, and everyone else much less.

Trump needs 49.4% of the delegates to be on the path to an outright win though! So 47.1% would be in the realm where heading to a contested convention might be possible! Still unlikely, as the additional states in March will add up fast, and more candidates are likely to drop out. Still though, possible!

Adding in the existing delegates, we’d have a post-Super Tuesday race that looks like this:

375 Trump, 263 Cruz, 84 Rubio, 17 Kasich, 11 Carson, 7 for candidates who have already dropped out

Now, these are estimates based on current polling, and very few of these states were well polled as of this post, so much of the above is based on one or two polls, or using the national averages rather than state polls. And I had to make the assumption that all congressional districts would mirror state results (which is unlikely to be true). And Wyoming actually elects individual delegates rather than doing things based on candidate preference, so it may be an oddball in the end. And of course things are likely to change further before people actually vote next Tuesday. But… the general outlines of this aren’t likely to be too far off.

If this is even remotely close to where we are on March 2nd, we end up with Trump very close to the 50% of delegate mark. (The above has him EXACTLY at that mark.) He would need just a LITTLE bit more to actually push him over the edge to a clean win.

The flip side of that though is the combination of all the anti-Trumps would need just a LITTLE bit more in order to have this be on the path to a contested convention. I mentioned earlier that this is still an unlikely outcome. It is. After March 1st, the disproportionality of delegates given to the winner increases, and after March 15th we have pure winner take all states as well. If Trump remains in the overall lead, even with a plurality, then that is all it takes to push him over the edge.

If the anti-Trumps want to have any hope here at all, they need to be in a position by mid-March that they can win not just a few, but many states of the winner-take-most and winner-take-all variety. And frankly, the most likely scenario even then is just forcing a contested convention where Trump still has the most delegates, not someone else winning outright.

The anti-Trumps would have a hard road to get to an outright win. Cruz would need 56.8% of the remaining delegates to catch up and win after March 1st if things played out like my estimates above.

If you had to make a guess based on what we know now, a Trump nomination is far more likely than any other… and with an outright delegate majority on the first ballot, not after a contested convention.

6 days until Super Tuesday. We’ll see how close my estimates above turn out to be.

Update 2016-02-26 07:17 UTC – On February 22nd New Hampshire certified the results of their primary. In the final tally Trump had one more delegate than previous estimates, and Rubio one less. This did not seem worthy of a separate post, but a note here seemed appropriate. The totals on ElectionGraphs.com have been updates appropriately. This does not substantively change any of the analysis above.

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

[Edit 16:28 UTC to correct math on % of remaining Cruz would need after Super Tuesday, I’d originally shown a higher number around 61%.]

[Edit 2016-02-27 17:06 UTC to fix place where Kasich had been autocorrected to Quash.]

[Edit 2016-02-28 22:03 UTC to add dropped out candidates to the after Super Tuesday estimate.]

Republicans: Trump dominating delegate race

To be on a pace to win, Trump needed 26 of the 50 delegates in South Carolina. Instead, he got all 50 of them. Just as this site pointed out was very likely on the 10th and again on the 11th. I’ve seen some surprise at this result in some of the commentary, but absent the polls being way off, this was predictable weeks ago.

Delegate rules matter. The popular vote is only relevant in terms of how it determines the delegates.

So Trump jumps way up in the delegate race:

chart-44

So… 67 Trump, 11 Cruz, 10 Rubio, 5 Kasich, 3 Carson, and 7 for people who have dropped out.

Lets look at this in percentage terms:

chart-45

Trump now has more than 50% of the delegates allocated so far. About 65% of them. That is just under 2/3 of the delegates.

Now, we’re only 4.2% of the way through the delegates, but at this point Trump is dominating.

How about “% of remaining delegates needed to win”?

chart-46

Now that he has a majority, Trump’s line dives down. (Down is good on this graph.) He now only needs 49.39% of the remaining delegates to win.

More importantly though, because of how the delegates split between his opponents, they are all just racing upward. Cruz is second right now, and he now needs 51.75% of the remaining delegates in order to win. Now, this still isn’t a crazy number, although obviously Cruz hasn’t come close to it in any contest yet. But… time is running out.

We are down to five candidates after South Carolina. It is possible we will lose more after Nevada in a couple days. But most polling and modeling I have seen says Trump wins in a five way race, in a four way race, and even in a three way race. It takes bringing it down to a two person race before the non-Trump starts winning. The question is if that happens fast enough to “Stop Trump”.

With the number of delegates determined between March 1st and March 15th, if such a move is going to happen, it has to happen very quickly. Still having 3+ candidates when the March 1st votes happen puts Trump in a very strong position. If we’re not down to 3 before March 15th, Trump may just be wrapping things up.

Or something dramatic could happen that changes everything. You never know.

For now though, polls in Nevada and the March 1st states look good for Trump, and we still have five people in the race.

Trump is on a path to victory.

Nevada is up next on Tuesday.

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Curmudgeon’s Corner: Conspiracy Machine

On this week’s Curmudgeon’s Corner podcast Sam and Ivan do indeed talk a lot about Election 2016 and all of the developments there, but there is other news this week too! So first off is a discussion of Apple vs the FBI, then an analysis of the battle following Justice Scalia’s death. Oh, and you get the story of Sam’s drive from Seattle to San Francisco, and a bit about the limitations of video streaming too!

Click below to listen or subscribe… then let us know your own thoughts!

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Recorded 2016-02-19

Length this week – 2:16:56

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Show Details:

  • (0:00:10-0:31:57) But First
    • Sam in a Hotel
    • Agenda
    • New Microphone
    • Internet Quality
    • Sam’s Drive
  • (0:32:37-0:54:55) Apple vs FBI
    • The Order
    • Why Apple Refused
    • Why is FBI pushing this case?
    • What if Apple loses?
    • What if Apple wins?
    • Industry Implications
    • Slippery Slope
    • Politicians and Encryption
  • (0:55:58-1:21:14) Death of Justice Scalia
    • Ivan’s doppelgГ¤nger
    • The news breaks, people go nuts
    • Republican Senate says don’t even nominate
    • Higher stakes that previous vacancies?
    • Recess Appointment?
    • Does this damage Senate Republicans?
    • Who does Obama pick?
    • Hypocrisy?
    • Will the wall hold until January?
    • Impact of 4-4 Court
  • (1:22:34-1:40:01) Election 2016 – Democrats
    • Upcoming Contest Schedule
    • Nevada Polls
    • Election Graphs Comment
    • Superdelegates
    • Possible paths for Sanders
  • (1:40:50-2:08:09) Election 2016 – Republicans
    • The Latest Debate
    • Polling Update
    • Gaming out the next states
    • Trump trying to lose?
    • Trump lawsuit threats
    • Trump’s RNC Deal
    • Trump and the Pope
  • (2:09:18-2:16:36) Lightning Round
    • Obama going to Cuba
    • Steaming Video