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.

Trump on pace, Sanders needs a miracle

Donald Trump and Hillary Clinton are now almost certainly the major-party candidates for president.

Donald Trump and Hillary Clinton both exceeded expectations in the April 26 Acela primaries.  Trump couldn’t have had a better night, beating his polls in almost every state and picking up an extra 12 delegates by triggering winner-take-all rules.  He also did extremely well, as Huffington Post points out, in getting his voters to pick his slate of delegates.  Assuming that slate is loyal, we now think Donald Trump will reach 1,237 delegates on the first ballot.

After April 26, we project Donald Trump to have 1,206 bound delegates at the convention.  With the 29-31 delegates from his slate in Pennsylvania, it now looks like Donald Trump will win on the first ballot.
After April 26, we project Donald Trump to have 1,206 bound delegates at the convention. With the 29-31 delegates from his slate in Pennsylvania, it now looks like Donald Trump will win on the first ballot.

Indiana is the the #NeverTrump crowd’s last hope.  If Trump wins that state, even by a few points, Cruz and Kasich would need miracle numbers in California to block Trump from reaching 1,237 delegates.  Polls show him ahead, but our model suggests he might still be vulnerable there.  However, our model failed to account for Trump beating his polling numbers – sometimes significantly – in the last six contests…something he had not done thus far.

On the Democratic side (and, insert GIF of us tooting our own horn here), our projections were pretty right on (nailing Pennsylvania) with the exception of Maryland, where Clinton had her most unexpected showing.  The polls missed her margin by nearly 18 points in the spread, netting her 20 “extra” delegates.

We now think Sanders needs 64.5% of the delegates, on average, in the remaining states.  That number will likely increase to nearly 70% by June 6.  He is likely to get that in Oregon, and maybe even Washington, D.C., but our model has him losing the June 7 primary in California 245-230.  The math is grim for Sanders, but with a big war chest, there’s no reason for him to withdraw.

Where he and his supporters can hold on to hope, though, is that Clinton is extremely unlikely to hit the 2,383 convention majority with bound delegates alone.  We project she’ll enter the convention with 2,176 elected delegates to Sanders’ 1,875, meaning he won’t ever be mathematically eliminated until the 712 superdelegates vote on the first ballot.  That said, Clinton’s 470-25 lead in that unofficial count is unlikely to dwindle, absent a major political shock.

Sanders’ Magic Number: 70

We were going to start doing a state-by-state countdown to make it clearer when it was mathematically impossible for Donald Trump to clear the 1,237 delegates he needs to clinch or where Bernie Sanders might overtake Hillary Clinton in pledged delegates.  Turns out, Ted Cruz is right: “California will decide“.  There’s simply too many delegates there; as unlikely as it might be, if Trump or Sanders win 100% of the vote there, they win.

A lot of folks are talking about how Sanders needs to win 57% or more of the remaining delegates to tie. That number doesn’t incorporate the polling that shows her with 10-point leads in New York, Maryland, Pennsylvania, and California (there is polling for New Jersey, but it’s really old).

Using a very simple model that assumes a Clinton “ceiling” (i.e. all undecideds go to Bernie, so if Clinton is polling under 50 percent as she is in California, Sanders actually wins) using the current poll averages, Sanders would need to pull in 70 percent of the vote in all other jurisdictions to pull ahead of Clinton by June 14.

Based on past results, that seems doable in Oregon, but unlikely in, say, Puerto Rico (which has basically the same number of delegates).

Later this week, we’ll add calculations to show how much of each vote the candidates need in each state to hit their targets, but with the states with polling representing around 70 percent of the outstanding delegates, Sanders must lower Clinton’s ceiling substantially in New York, Maryland, and Pennsylvania to have a realistic shot of catching her.