Bernie’s Bad Night

There are still many Oregon votes left to count, with those voters literally mailing it in, but it looks like Bernie Sanders will win just 55% of the vote there.  Hillary Clinton looks to have just edged Sanders in Kentucky on the strength of her showing in Louisville.  Lexington barely went her way, and it could still come out that Sanders wins the delegate tie there.

So a tie and 55% of the vote is a bad night? Well, kind of.  Our model had Kentucky about where it is (though we had guessed it might look more like West Virginia, where Sanders won handily), but predicted Oregon coming out closer to where Washington voted where Sanders won 73% of the vote and nearly 50 delegates more than Clinton.  Our model had him winning 70-80% in Oregon.

It looks like he’ll get something closer to 55% of the vote there, instead.

On the whole, it looks like Sanders will pull in 20 delegates fewer than we predicted.  None of that changes the outcome too much; we still have him heading into Philadelphia with a nearly 400 delegate deficit.  It does, however, possibly suggest that Democratic voters are beginning to coalesce around Clinton as the nominee and it weakens Sanders’ narrative heading into the big June 7 contests – especially California.

Right now, we have Clinton winning California 54.3% to 45.7%, but polling is several weeks old at this point. We fully expect that to be the last real day of the nominating process.  Clinton should both clinch a 350+ delegate lead and should be just 150 delegates short of the 2,383 she needs for the nomination.  To pull to a tie, Sanders would need to convince upwards of 300 superdelegates who have already declared for Clinton to switch their vote, which is not going to happen.

Sanders Will Likely Win Through June

The story in the newspapers is that Sanders’ West Virginia victory means that the Democratic race will extend until July.  This was always going to be true, as the Sanders camp has said since New York, regardless of the outcome in West Virginia.

The demographics in May 17 races suggest big wins for Sanders in Kentucky (similar to WV) and Oregon (similar to Washington, where he won in a landslide).  Those wins should net him nearly 45 delegates, and he may come close to the 70+ percent of the delegates that he needs to stay on pace to tie.

Wins will help the public narrative on Sanders’ viability, as well as his chances on June 7 primaries in California, Montana, North Dakota, New Jersey, New Mexico, and South Dakota.  Unfortunately for Sanders, polling in California and New Jersey shows Clinton with sizable leads there, and we project her heading into the convention with a 350-delegate lead and needing around 180 superdelegates to clinch the nomination.

Sanders will likely win through May, but polling in California and New Jersey portends the end for Sanders.
Sanders will likely win through May, but polling in California and New Jersey portends the end for Sanders.

None of this, of course, speaks to core Sanders supporters. Running a projection in which Sanders wins 100 percent of all votes in states where there are no state-level polls (i.e. all but New Jersey and California), we still show her heading into the convention with a 180-delegate lead.

If Sanders wins 100 percent of all votes in states where there are no polls, he still comes up short.
If Sanders wins 100 percent of all votes in states where there are no polls, he still comes up short.

Sanders will not be mathematically eliminated until June 8,  and so does retain a chance of taking more delegates than Clinton into the convention.  To do so, he needs to perform better than he did in Indiana and West Virginia, and will need Oregon-sized wins throughout.  That would represent a nearly 50-point swing in California from current polling, and a 60-point swing in New Jersey.  Winning 60% of the vote in those states and 70% in the remaining still leaves him 70-delegates short.

Bottom line:  It’s not overly dismissive to say that Clinton will be the Democratic nominee, but the news this week and next will suggest a closer race.

Should Rubio Drop Out?

The press narrative is basically right:  Ted Cruz had a great night Saturday, somewhat at Donald Trump’s expense but much more at Marco Rubio’s.  However, neither Maine nor Kentucky had good polling there, so all you can say is that they didn’t reflect the national polling average – which isn’t saying much at this point.  Here’s how they did:

Trump Cruz Rubio Kasich
Projected Result Projected Result Projected Result Projected Result
Kansas 19 9 8 24 7 6 5 1
Kentucky 22 17 10 15 9 7 4 7
Louisiana* 22 18 12 17 0 0 0 0
Maine 12 9 5 12 5 0 0 2

Note that Louisiana didn’t post its rounding rules for congressional districts, so you have to wait on the state GOP to assign the remaining 11 delegates.  The same rounding problems are why our projection doesn’t add up to the actual.

All in all, though, Trump comes out about 15 delegates below projection, Rubio 8 below, and Cruz 33 above.  That’s a pretty big deal for Cruz, if for no other reason than it gives him some momentum ahead of March 15 and now makes him look like the main anti-Trump.

Trump still on pace to win, but Cruz strength may shift poll numbers.
Delegate projections March 6

It’s still a long road, and there’s probably no way that Rubio drops out before Florida (though there, remarkably, hasn’t been a poll there since February 24), but his strong second to Trump in delegate count (coupled with Rubio’s bad press night) could change the narrative. If Rubio wins Florida and Kasich wins Ohio, it’s hard to see either dropping out to clear the path for Cruz, but if they did, here’s what the math might look like:

Admittedly, this is an anti-Trump fantasy and not really based on current polls.
Admittedly, this is an anti-Trump fantasy and not really based on current polls.