Wednesday, October 7, 2020

The Electoral College Map (10/7/20)

Update for October 7.


On the day of the one and only vice presidential debate of the 2020 cycle, a veritable flood of new state-level polling data was released, further refining the overall picture of the race. Note that that says refine and fundamentally reshape. While there were some attention-grabbing numbers in a few of these polls -- especially the trio from Quinnipiac -- most of the new data only served to maintain the status quo here at FHQ. And while there were subtle changes, they tended to be margins that shifted in Biden's favor rather than states or districts switching categories and/or jumping the partisan line altering the projected electoral vote tally. 

And honestly, that is to be expected with the graduated weighted average that FHQ has utilized for four presidential election cycles now. If a race is steady like 2012 was (and to some lesser degree 2020 is), then the average will guard against any wild fluctuations created by temporary polling changes. It was around this time in 2012 that Romney slipped into the lead in national polls. But at FHQ the projection never changed. Florida got close to switching into Romney territory after that first debate, but never quite did and stayed in Obama's column down the stretch. 

Now, whether 2020 remains steady like 2012 remains an open question. What FHQ calls temporary polling changes above may not prove to be all that temporary. It could be evidence of the dam beginning to break on the president. But with 27 days until election day, there should be enough time and enough polling where it matters to bring the graduated weighted averages along. In the best case, things break late here, confirming any long term changes between now and election day. The worst case looks more like the misses in 2016, when the shift occurred late as a larger pool of undecideds broke and state-level polling never really reflected that. 

In any event, the mantra around here with respect to the averages is that when a change occurs in the polling, it tends to create a lasting change in the averages. 

On to the polls...


Polling Quick Hits:
Arizona
(Biden 48, Trump 43 via Data Orbital | Biden 48, Trump 46 via Ipsos)
[Current FHQ margin: Biden +3.21]
Both Data Orbital and Ipsos conducted polls in Arizona in mid-September, but only the survey from Data Orbital saw any significant change in the time since then. While Biden remained steady, Trump share of support dropped off just below his average share of support at FHQ. But both of these surveys were on target on Biden's current average level of support in the state.


Florida
(Biden 49, Trump 44 via Cherry Communications | Biden 51, Trump 40 via Quinnipiac | Biden 49, Trump 45 via Ipsos)
[Current FHQ margin: Biden +3.48]
The Sunshine state saw a trio of releases on the day and all were from firms who had previously been in the field there. The attention is clearly going to gravitate toward the Quinnipiac survey where Biden grew his support while Trump saw his decline. But this latest Q-poll look a lot more like the survey the school released in July during Biden's polling surge. Does this hail a return to that? It may be a signal, but it could also be an outlier. That will not become clear until more polling is done. The trajectory of the movement in the other two surveys also moved in Biden's direction but in a much more muted way than through the Quinnipiac lens. Florida's average margin fell into the threes, but has plateaued there recently and may even be reversing course some. 


Iowa
(Biden 48, Trump 47 via Civiqs | Biden 50, Trump 45 via Quinnipiac)
[Current FHQ margin: Trump +1.10]
Further north in the Hawkeye state, the margin may still narrowly favor the president, butBiden led in a couple of new surveys. This is the first time that Quinnipiac has been in the field in Iowa, but it has the former vice president ahead by his largest margin there all cycle (minus a June Binder poll with only 200 respondents where Biden was up six). Like the Florida Q-poll above, this one should be taken with a grain of salt for the time being. It may be a harbinger of things to come, but could also just be overly rosy for the Democratic nominee. Civiqs had conducted an Iowa poll before and during June in the window of Biden's surge. The poll then was was a dead heat, and this latest one is as well, although Biden has the narrow edge. This one is more in line with where FHQ's averages have the race currently pegged,


Maryland
(Biden 61, Trump 32)
[Current FHQ margin: Biden +31.72]
One could split hairs and say that the Change Research survey of Maryland was off the mark in understating Biden's share of support in the Old Line state, but it was only by a couple of points. Otherwise, this one looks a lot like where the race currently stands for Maryland's ten electoral votes. 


Michigan
(Biden 51, Trump 43)
[Current FHQ margin: Biden +7.10]
Ipsos was also in the field in Michigan for the first time since mid-September and found a race that had moved in Biden's direction but only modestly. The former vice president gained a couple of points to crack 50 percent again. That mark is important because it would close the door on the state's 16 electoral votes if Biden can get there on election day. Of the 16 polls conducted since that last Ipsos poll of the Great Lakes state, 12 have had the former vice president over the majority mark. Furthermore, he is approaching that level in the averages. 


Missouri
(Trump 50, Biden 48)
[Current FHQ margin: Trump +6.37]
The only other time Garin-Hart-Yang were in the field in the Show-Me state was back in June. And although that falls in the period during Biden's rise in the polls across the country, it was also the only time in calendar 2020 that a survey had the Democratic nominee in the lead in Missouri. What was an outlier then is probably a little less so now. But this one still has Trump running just below his average there and Biden more than three points above his. Missouri has already shown to be be closer in 2020 than in 2016, but likely not this close. 


Nevada
(Biden 48, Trump 42)
[Current FHQ margin: Biden +3.62]
Outside of the two Fox News polls, this Siena/NYT Upshot survey has Biden up by his largest margin in the Silver state in calendar 2020. But this one is also not all that inconsistent with the firm's September poll in underpolled Nevada. Biden's share of support rose by a couple of points to match his FHQ average share of support. The president, meanwhile, remained at 42 percent, lagging a couple of points behind his. The introduction of the four waves of Survey Monkey polls over the weekend took Nevada off the Watch List, but polls like these will have it tracking back in that direction. 


North Carolina
(Biden 47, Trump 47)
[Current FHQ margin: Biden +1.51]
FHQ has gotten in the habit of saying North Carolina is close. And it is. This Ipsos poll does little to dislodge the Tar Heel state from that category. Nor does the fact that the race has been stable in the time since the firm's September poll of the state. A race knotted at 47 then is the same now. Neither diverges much from the 47-46 (rounded) advantage Biden consistently holds there. 


Ohio
(Biden 45, Trump 44)
[Current FHQ margin: Trump +0.40]
This is the first time Siena/NYT Upshot has ventured into the Buckeye state to gauge preferences in the race for the state's 18 electoral votes. What the firm found was a close race with Biden marginally ahead. That differs from the current margin that continues to show the president in the lead by a sliver of a point, and does so with both candidates running below their established FHQ average shares of support. But that is attributable to the still high number of undecideds, a common thread in these Siena polls conducted in conjunction with the Upshot. Despite that, this survey nudged Ohio a bit closer to the partisan line. 


Pennsylvania
(Biden 51, Trump 47 via Emerson | Biden 54, Trump 41 via Quinnipiac)
[Current FHQ margin: Biden +5.49]
Like several other states, Pennsylvania, too, had a couple of poll releases on the day. Both were repeat offenders, having previously conducted surveys in the commonwealth. Unlike the other two states with Quinnipiac polls, the change poll over poll in the Keystone state was not to the same degree. In fact, there has been one common thread across the three Q-polls of Pennsylvania in 2020: they have all had Biden at or above 50 percent and all have had Trump in the low 40s. The lead certainly widened since the early September poll, but not like in Florida (even if both new polls resembled one another). The Emerson update looks similar to the August survey, but this one included third party candidates. That aside, Trump stayed at 47 percent, but Biden dropped a couple of points.


Texas
(Biden 48, Trump 48 via Civiqs | Biden 49, Trump 49 via EMC Research)
[Current FHQ margin: Trump +1.61]
Both new surveys in the Lone Star state had the two candidates running above their established average shares of support but also showed a decreasing number of undecideds. That continues to be something to watch as election day nears: where those undecided respondents end up. Biden has had polling leads in Texas throughout the summer, but if undecideds smooth things out for both candidates and draw this race closer to a tie, then that is a potentially huge development with 38 electoral votes on the line. That the Trump campaign and Republicans are being made to spend in Texas at all (or simply rely on past Republican support to get Trump over the line without the spending) says much about the state of this race for the White House. Again, if Texas is among the most competitive states on election day, then Biden is likely sitting pretty in his quest for 270.


West Virginia
(Trump 56, Biden 38)
[Current FHQ margin: Trump +30.11]
Much has and will be made of the 18 point Trump advantage in the new Triton Polling and Research of the Mountain state. And on the surface, it is jarring. The president won West Virginia by 42 points in 2016, so a 24 point swing is no small thing. But it is a massive outlier if things look like this on election day. The current average swing from the 2016 election to polling now is about six and three-quarters points toward the Democrats. This sort of change in West Virginia would be way above average. But there have been clunker polls elsewhere in red states in 2020 as well. The four point Trump lead in Alabama from Tyson Group in August comes to mind. One should expect the margin in West Virginia to be closer in 2020 than in 2016 on the notion of a uniform swing toward the Democrats alone. But it likely will not be quite this acute.


Wisconsin
(Biden 47, Trump 42)
[Current FHQ margin: Biden +6.12]
Last but not least, solid Marquette Law School updated the state of the race in the Badger state for the first time since early September and continued to show a steady race. Both candidates lost a little off of their September support, but Biden slightly increased his advantage in that time. This one is not far off the average margin, but it does have both candidates falling short of their average shares of support, but Biden a bit more so. Trump will not need Michigan, Pennsylvania and Wisconsin to get to 270, but he will need one of them and Pennsylvania sits closer to the partisan line right now than the other two. But it remains more than five points out of the president's grasp and is drifting further away. 




NOTE: A description of the methodology behind the graduated weighted average of 2020 state-level polling that FHQ uses for these projections can be found here.


The Electoral College Spectrum1
DC-3
VT-3
(6)2
IL-20
(162)
WI-10
(253)
SC-9
(125)
TN-11
(60)
MA-11
(17)
NJ-14
(176)
PA-203
(273 | 285)
MO-10
(116)
KY-8
(49)
MD-10
(27)
OR-7
(183)
NV-6
(279 | 265)
AK-3
(116)
AL-9
(41)
CA-55
(82)
ME-2
(185)
FL-29
(308 | 259)
KS-6
(103)
SD-3
(32)
NY-29
(111)
CO-9
(194)
AZ-11
(319 | 230)
NE CD1-1
MT-3
(97)
ID-4
(29)
HI-4
(115)
VA-13
(207)
NC-15
ME CD2-1
(335 | 219)
NE-2
(93)
AR-6
(25)
DE-3
(118)
NH-4
(211)
GA-16
(203)
IN-11
(91)
OK-7
(19)
WA-12
(130)
NM-5
(216)
OH-18
(187)
UT-6
(80)
ND-3
(12)
ME CD1-1
CT-7
(138)
MN-10
(226)
IA-6
(169)
MS-6
(74)
WV-5
(9)
RI-4
(142)
MI-16
NE CD2-1
(243)
TX-38
(163)
LA-8
(68)
WY-3
NE CD3-1
(4)
1 Follow the link for a detailed explanation on how to read the Electoral College Spectrum.

2 The numbers in the parentheses refer to the number of electoral votes a candidate would have if he or she won all the states ranked prior to that state. If, for example, Trump won all the states up to and including Pennsylvania (Biden's toss up states plus the Pennsylvania), he would have 285 electoral votes. Trump's numbers are only totaled through the states he would need in order to get to 270. In those cases, Biden's number is on the left and Trump's is on the right in bold italics.

3 Pennsylvania
 is the state where Biden crosses the 270 electoral vote threshold to win the presidential election, the tipping point state. The tipping point cell is shaded in yellow to denote that and the font color is adjusted to attempt to reflect the category in which the state is.

There was so much to look at polling-wise on the day that debate season resumes. However, there was nary a change across the graphics at FHQ. The map and Watch List -- those states within a fraction of a point of changing categories -- remained exactly as they were yesterday. Only Missouri, on the strength of that new GHY survey, pushed past Alaska and closer to the partisan line separating both candidates coalitions of states. But that group of Alaska, Missouri and South Carolina are fairly tightly clustered on the lower end of the Lean Trump category, but just off the Watch List. None of the three are likely to fall to the Democrats unless the bottom truly drops out on Trump, but that Lean/Toss Up line on Trump's side is probably the cut off point. Texas is potentially achievable for Biden but it is the last state in the order that is likely to flip blue in November. That is not to say that Texas will or will not flip, but it is likely Biden's high water mark in a landslide scenario (again, unless the dam breaks on Trump).

27 days to go.



Where things stood at FHQ on October 7 (or close to it) in...
2016
2012
2008


--
NOTE: Distinctions are made between states based on how much they favor one candidate or another. States with a margin greater than 10 percent between Biden and Trump are "Strong" states. Those with a margin of 5 to 10 percent "Lean" toward one of the two (presumptive) nominees. Finally, states with a spread in the graduated weighted averages of both the candidates' shares of polling support less than 5 percent are "Toss Up" states. The darker a state is shaded in any of the figures here, the more strongly it is aligned with one of the candidates. Not all states along or near the boundaries between categories are close to pushing over into a neighboring group. Those most likely to switch -- those within a percentage point of the various lines of demarcation -- are included on the Watch List below.

The Watch List1
State
Potential Switch
Georgia
from Toss Up Trump
to Toss Up Biden
New Hampshire
from Strong Biden
to Lean Biden
New Mexico
from Strong Biden
to Lean Biden
Ohio
from Toss Up Trump
to Toss Up Biden
Pennsylvania
from Lean Biden
to Toss Up Biden
1 Graduated weighted average margin within a fraction of a point of changing categories.

--
Methodological Note: In past years, FHQ has tried some different ways of dealing with states with no polls or just one poll in the early rounds of these projections. It does help that the least polled states are often the least competitive. The only shortcoming is that those states may be a little off in the order in the Spectrum. In earlier cycles, a simple average of the state's three previous cycles has been used. But in 2016, FHQ strayed from that and constructed an average swing from 2012 to 2016 that was applied to states. That method, however, did little to prevent anomalies like the Kansas poll that had Clinton ahead from biasing the averages. In 2016, the early average swing in the aggregate was  too small to make much difference anyway. For 2020, FHQ has utilized an average swing among states that were around a little polled state in the rank ordering on election day in 2016. If there is just one poll in Delaware in 2020, for example, then maybe it is reasonable to account for what the comparatively greater amount of polling tells us about the changes in Connecticut, New Jersey and New Mexico. Or perhaps the polling in Iowa, Mississippi and South Carolina so far tells us a bit about what may be happening in Alaska where no public polling has been released. That will hopefully work a bit better than the overall average that may end up a bit more muted.


--
Related posts:

Tuesday, October 6, 2020

The Electoral College Map (10/6/20)

Update for October 6.


Changes (October 6)
StateBeforeAfter
New Mexico
Lean Biden
Strong Biden
Just four weeks stand in the way of now and election day. And the picture remains a fairly steady one here at FHQ. Yes, there will from time to time be some subtle changes, but that is mainly how it has been since these updates began in mid-June. Some states change categories. Fewer have jumped the partisan line. The latter group to this point has only included Georgia, Maine's second congressional district and Ohio. Both of the states have been over the partisan line and back again while ME CD2 has shifted from Trump to Biden and stayed there for the time being.

The former group includes New Mexico which today, after a brief stop in Lean Biden territory, shifted back to Strong Biden and pushed the former vice president's projected electoral vote total in the Strong category alone to 216. That category alone continues to project more electoral votes for Biden than all of Trump's three categories combined. But the poll in New Mexico was not the only one on the day.


Polling Quick Hits:
Arizona
(Biden 49, Trump 45 via Strategies 360 | Biden 46, Trump 45 via HighGround)
[Current FHQ margin: Biden +3.21]
Of the two new polls from Arizona (not counting the Change Research poll below), only HighGround has perviously conducted a survey in the Grand Canyon state. And consistent with the steady picture theme above, the change since that May poll has been next to nothing. Biden maintained his advantage but lost a point while Trump stayed at 45 percent. That has Biden under his average in the state and Trump right on his. But overall, the first Strategies 360 survey in Arizona better approximates where the race is in the averages here at FHQ.


Florida
(Biden 45, Trump 45 via Suffolk | Biden 51, Trump 45 via University of North Florida)
[Current FHQ margin: Biden +3.28]
The Sunshine state also saw a pair of new surveys (and another from Change Research), and it was a pick one's own narrative couple of polls. Take the tie from Suffolk and the Biden +6 from UNF, average them, and one gets pretty close to where the current average margin rests in Florida at FHQ (Biden 48-45, rounded). This is the first Suffolk poll of Florida, but the focus should rest on the series from UNF. A narrow one point Biden lead in a February poll expanded to six point (both among registered voters). That six point edge from April has held for the former vice president in the shift to likely voters in the latest survey. Again, Florida has leveled off in the Biden +3 area in recent days and nothing in today's set of of polls from the Sunshine state does much to alter that.


Maine
(Biden 51, Trump 40)
[Current FHQ margin: Biden +13.80]

Maine CD1
(Biden 62, Trump 30)
[Current FHQ margin: Biden +24.29]

Maine CD2
(Trump 49, Biden 41)
[Current FHQ margin: Biden +1.27]
Critical Insights returned to the field in Maine for the first time since early August and the most noticeable difference across the two polls is the drop in the percentage of respondents favoring a minor party candidate or remaining undecided. Both basically halved statewide, pushing Biden's advantage up a few points. But the impact of that change was disproportionate on the congressional district level. A much larger share of undecideds in the second district in the first poll in the series seems to have filtered toward the president in the time since. No, this is not a panel poll, so there are different respondents in the two samples. It is more complicated than that, but the swing in CD2 runs counter to the trajectory of other recent polling on the state level. It swung hard toward the president, taking a one point Biden advantage in August and turning it into an eight point lead for Trump now. But that was offset by a significant shift in CD1 as well. The former vice president's August lead doubled to 32 points now. In the end, take all of the district level chatter with a grain of salt. The subsamples in both were under 250 respondents. Large margins of error are involved. And that likely better explains the change poll-over-poll than any specific change in either of districts. 


New Mexico
(Biden 53, Trump 39)
[Current FHQ margin: Biden +10.02]
The more things change the more they stay the same can probably best sum up the state of play in the Land of Enchantment. Public Policy Polling last conducted a poll there in June and found Biden up by the exact same 53-39 margin. And although New Mexico recently pushed into the upper end of the Lean Biden category, this poll nudges the average margin there back up above the ten point barrier that separates Strong from Lean in FHQ's typology. The stay was brief, but New Mexico's two days in among the Lean Biden states is over for now. 


North Carolina
(Biden 50, Trump 46)
[Current FHQ margin: Biden +1.53]
The last update in the Tar Heel state from East Carolina_ saw the transition from registered to likely voters in the sample break a previous tie and elevate President Trump to the lead in the state. But the latest poll from ECU -- in the field completely after the first presidential debate last week and mostly after the president's Covid diagnosis -- has the president's late August edge disappearing in September, replaced by the largest Biden lead in the series all year. Not only that, but the former vice president is the first to hit 50 percent in an ECU survey. But while the poll is consistent on the average Trump share at FHQ, it finds Biden nearly three points out in front of his. But Biden has hit or exceeded 50 percent in four of the last five polls in the Tar Heel state. 


Pennsylvania
(Biden 53, Trump 45)
[Current FHQ margin: Biden +5.40]
Another Monmouth survey -- this on from Pennsylvania -- offers another opportunity to explore the university pollster's multiple assumptions about turnout in 2020. FHQ has consistently used the low turnout model in the data and that more often than not favors the president, but not always. FHQ has also tried to report the differences using one or the other assumption about turnout would have on the average margin here. But put a pin in that for a second and shift the focus to the Monmouth series in the Keystone state. This update looks more like the July poll (Biden 51-44) than the August poll (Biden 48-47) that gave at least some credence to the idea of a narrowing race even if it was added during a period when there were far more mid- and upper single digit leads for the former vice president. That low turnout version of the poll was not necessarily an outlier at the time, but it was on the low end of the range of results. [NOTE: In this case, having used the high turnout data over the low turnout version would have raised Biden's edge by 0.05 points.]


Change Research (October wave)

Arizona: Biden +6 (Biden +2, Trump +2 since last wave)
Florida: Biden +4 (Biden +1, Trump +/-0)
Michigan: Biden +8 (Biden +/-0, Trump +/-0) [Current FHQ margin: Biden +7.08]
North Carolina: Biden +2 (Biden +1, Trump +1)
Pennsylvania: Biden +4 (Biden +1, Trump +1)
Wisconsin: Biden +7 (Biden +/-0, Trump +2) [Current FHQ margin: Biden +6.14]

It is likely safe to say that these Change Research battleground polls are conducted too frequently to see any real changes in the race in any of the core six battlegrounds. FHQ ends up saying that almost every time a new wave emerges in any event. This latest wave is no different. But that does not mean the data is useless. Instead, it can be interpreted as another datapoint suggesting that the overall race continues to be steady. That said, Arizona continues to fall out of sequence in these updates. It is a bit more Biden-friendly (and Pennsylvania a little less so) than the established averages here would otherwise indicate. But results in both states are in line with other polling in each.


NOTE: A description of the methodology behind the graduated weighted average of 2020 state-level polling that FHQ uses for these projections can be found here.


The Electoral College Spectrum1
DC-3
VT-3
(6)2
IL-20
(162)
WI-10
(253)
SC-9
(125)
TN-11
(60)
MA-11
(17)
NJ-14
(176)
PA-203
(273 | 285)
AK-3
(116)
KY-8
(49)
MD-10
(27)
OR-7
(183)
NV-6
(279 | 265)
MO-10
(113)
AL-9
(41)
CA-55
(82)
ME-2
(185)
FL-29
(308 | 259)
KS-6
(103)
SD-3
(32)
NY-29
(111)
CO-9
(194)
AZ-11
(319 | 230)
NE CD1-1
MT-3
(97)
ID-4
(29)
HI-4
(115)
VA-13
(207)
NC-15
ME CD2-1
(335 | 219)
NE-2
(93)
AR-6
(25)
DE-3
(118)
NH-4
(211)
GA-16
(203)
IN-11
(91)
OK-7
(19)
WA-12
(130)
NM-5
(216)
OH-18
(187)
UT-6
(80)
ND-3
(12)
ME CD1-1
CT-7
(138)
MN-10
(226)
IA-6
(169)
MS-6
(74)
WV-5
(9)
RI-4
(142)
MI-16
NE CD2-1
(243)
TX-38
(163)
LA-8
(68)
WY-3
NE CD3-1
(4)
1 Follow the link for a detailed explanation on how to read the Electoral College Spectrum.

2 The numbers in the parentheses refer to the number of electoral votes a candidate would have if he or she won all the states ranked prior to that state. If, for example, Trump won all the states up to and including Pennsylvania (Biden's toss up states plus the Pennsylvania), he would have 285 electoral votes. Trump's numbers are only totaled through the states he would need in order to get to 270. In those cases, Biden's number is on the left and Trump's is on the right in bold italics.

3 Pennsylvania
 is the state where Biden crosses the 270 electoral vote threshold to win the presidential election, the tipping point state. The tipping point cell is shaded in yellow to denote that and the font color is adjusted to attempt to reflect the category in which the state is.

Although New Mexico changed shades of blue on the map and flipped its potential change on the Watch List below, the state stayed exactly where it was in the rank ordering of state depicted on the Electoral College Spectrum above. And that is far enough out to the left of the partisan line to likely be an unrealistic flip opportunity for the president's reelection campaign. ME CD2, however, may not be. Yes, Trump won the rural northern district in Maine last time, but has work to do to bring it back into his column in order to successfully defend the territory in 2020. The new Critical Insights polls accomplishes some of that work, pulling the second up against the partisan line but on the Trump side of light blue North Carolina.

ME CD1 also nudged past Connecticut far off on the left flank of the Spectrum. It was a subtle move, but a change nonetheless.

Everything else remained the same as a day ago. Pennsylvania is still the tipping point state where Biden is projected to cross 270 electoral votes (or Trump would should he make up some ground over the next four weeks). And the Watch List continues to comprise the same five states as Monday, albeit with New Mexico likely to switch to from Strong to Lean rather than vice versa.

Four weeks to go.



Where things stood at FHQ on October 6 (or close to it) in...
2016
2012
2008


--
NOTE: Distinctions are made between states based on how much they favor one candidate or another. States with a margin greater than 10 percent between Biden and Trump are "Strong" states. Those with a margin of 5 to 10 percent "Lean" toward one of the two (presumptive) nominees. Finally, states with a spread in the graduated weighted averages of both the candidates' shares of polling support less than 5 percent are "Toss Up" states. The darker a state is shaded in any of the figures here, the more strongly it is aligned with one of the candidates. Not all states along or near the boundaries between categories are close to pushing over into a neighboring group. Those most likely to switch -- those within a percentage point of the various lines of demarcation -- are included on the Watch List below.

The Watch List1
State
Potential Switch
Georgia
from Toss Up Trump
to Toss Up Biden
New Hampshire
from Strong Biden
to Lean Biden
New Mexico
from Strong Biden
to Lean Biden
Ohio
from Toss Up Trump
to Toss Up Biden
Pennsylvania
from Lean Biden
to Toss Up Biden
1 Graduated weighted average margin within a fraction of a point of changing categories.

--
Methodological Note: In past years, FHQ has tried some different ways of dealing with states with no polls or just one poll in the early rounds of these projections. It does help that the least polled states are often the least competitive. The only shortcoming is that those states may be a little off in the order in the Spectrum. In earlier cycles, a simple average of the state's three previous cycles has been used. But in 2016, FHQ strayed from that and constructed an average swing from 2012 to 2016 that was applied to states. That method, however, did little to prevent anomalies like the Kansas poll that had Clinton ahead from biasing the averages. In 2016, the early average swing in the aggregate was  too small to make much difference anyway. For 2020, FHQ has utilized an average swing among states that were around a little polled state in the rank ordering on election day in 2016. If there is just one poll in Delaware in 2020, for example, then maybe it is reasonable to account for what the comparatively greater amount of polling tells us about the changes in Connecticut, New Jersey and New Mexico. Or perhaps the polling in Iowa, Mississippi and South Carolina so far tells us a bit about what may be happening in Alaska where no public polling has been released. That will hopefully work a bit better than the overall average that may end up a bit more muted.


--
Related posts:
The Electoral College Map (10/5/20)

The Electoral College Map (10/4/20)

The Electoral College Map (10/3/20)


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Monday, October 5, 2020

The Electoral College Map (10/5/20)

Update for October 5.


After all of the poll additions and changes a day ago, the work week began with a fairly steady stream of new survey releases, but with none of the attendant changes that Sunday had. Helpfully, there were several updates in states that do not generally see any real frequency of polling, and those always serve to further clarify the overall swing from 2016 to now. That number has dropped of late. A month ago, the average swing toward the Democrats across all states stood at nearly eight points. Now, just a bit more than four weeks ahead of election day, that average shift has shrunk to just under seven points.

No, that is not representative of some fundamental shift in the race, but the dynamics driving it underneath the surface may be. The Biden side of that change has risen from three to four points, meaning that on average he is running about four points above Hillary Clinton from four years ago. Trump had been running about four points behind his 2016 pace a month ago, but that has decreased to around two points now. Both make sense as the candidates continue to consolidate support (from undecided voters and those heretofore aligned with other candidates). But again, Trump remains more than six points behind Biden, or about the current margin in Wisconsin, a state on the other side of the tipping point from the president's coalition of states. With 29 days to go, that is quite a bit of ground to make up.

On to the day's polls...


Polling Quick Hits:
Alabama
(Trump 57, Biden 37)
[Current FHQ margin: Trump +20.40]
Auburn University-Montgomery was last in the field in the Yellowhammer state in July and found a race that was closer than usual there (Trump +14). But the transition to a likely voter screen in the time since then has only benefited Trump. Still, this poll finds the president running behind his 2016 share of support there while Biden is a handful of points ahead of Clinton's pace. No, that is not enough to come anywhere close to making up the difference, but even this poll in deep red Alabama is indicative of the shift toward the Democrats overall.


Arizona
(Biden 49, Trump 41)
[Current FHQ margin: Biden +3.18]
Over in Arizona, Siena/NYT Upshot conducted its third survey in the state dating back to June. For those who came looking for big changes, look elsewhere. Each of those three times, Siena has had Biden in the 48-49 percent range and Trump back around the 40-41 percent range. Yes, that has Biden out to a lead that considerably wider than the current average margin at FHQ, but it has been a consistent finding for the college poll over time in Arizona. And Trump is running further behind his average here than Biden is running ahead of his.


Delaware
(Biden 54, Trump 33)
[Current FHQ margin: Biden +27.21]
As with Alabama, it was good to get an update from the First state. And while Biden is ahead in the University of Delaware survey of his home state, the former vice president's 54 percent share of support is the lowest he has been in the state's limited number of surveys this year. And yet, in this poll Biden remains marginally ahead of Clinton's pace from 2016. Trump, on the other hand, lags well behind his support in the state from then. And that is not unexpected given Biden's favorite son status in Delaware (limited though that may be in the context of a polarized electorate).


Michigan
(Biden 48, Trump 39)
[Current FHQ margin: Biden +7.07]
Glengariff Group was in the field for the third time this year in Michigan, and the polls shows Biden up by his biggest lead in the series. It is Biden's largest advantage, but the former vice president is not even at his high water mark in the series in this poll. But Trump has reached his nadir, falling below 40 percent for the first time in a poll that was conducted completely after last week's first presidential debate. Trump does not need Michigan to get to 270, but Biden has been approaching 50 percent in the averages in the Great Lakes state as the president has been mired in the low 40s.


North Carolina
(Biden 50, Trump 46)
[Current FHQ margin: Biden +1.48]
North Carolina-based Public Policy Polling may be prolific in surveying the state, but this is the firm's first public survey of the Tar Heel state since July. And this poll is in line with the rest. Yes, the samples continue to be among registered and not likely North Carolina voters at this late stage, but the trend line, or lack thereof, has been consistent: Biden in the upper 40s or right at 50 percent and Trump in the mid-40s. That nails Trump's FHQ average share of support there and continues to have Biden out in front of his by a couple of points. But it is another poll that reflects a continued narrow lead for the former vice president in the state.


North Dakota
(Trump 51, Biden 37)
[Current FHQ margin: Trump +26.25]
DFM Research returned to a "registered" voter sample in its latest survey of the Peace Garden state. [There is no voter registration in North Dakota.] It is an odd transition considering the firm's last two polls there were of likely voters. And while the transition from registered to likely meant a contracted margin from February to March, the transition back did not have the opposite effect. In fact, the margin shrunk by about a fifth since the last mid-September survey to its lowest level all year. This does not mean that North Dakota is suddenly competitive, but it does show that even in states about as far out to the right on the Electoral College Spectrum as a state can get, the shift has still generally been toward the Democrats since the last cycle. Biden may still be down over 25 points, but he is running ahead of Clinton's showing there in 2016 by more than seven points.


Ohio
(Trump 48, Biden 44)
[Current FHQ margin: Trump +0.46]
This is the first Trafalgar Group survey of Ohio in calendar 2020. Despite generally being seen by many as a pollster with a fairly noticeable and consistent Republican house effect, this survey is not inconsistent with the recent polling witnessed in the Buckeye state. Trump's share is well within his range of recent results there, but Biden is at his lowest point in the state since a July Zogby survey had him at 43%. And this is below where the former vice president has generally been in August and September polling of Ohio. That is not to say that this survey is an outlier -- it is not exactly -- but it is particularly off on Biden's share of support.


Pennsylvania
(Biden 50, Trump 45)
[Current FHQ margin: Biden +5.38]
The first of two Rust Belt surveys from Ipsos comes out of Pennsylvania. And it is the first of two polls from the firm that are right in line with the margins in both states. In the Keystone state, the president trails by five points with both candidates just over their respective FHQ averages shares of support. As in Michigan, the former vice president is approaching the 50 percent mark, leaving little room for the president to catch up and overtake Biden unless Trump can bring him down several notches. That may prove difficult in the coming days as the trajectory -- at least in some cases at the national level -- maybe heading in the opposite direction. Trump may not need Michigan, but if the order of states below holds, then he will need Pennsylvania to get to 270.


Utah
(Trump 50, Biden 40)
[Current FHQ margin: Trump +14.58]
On the whole, the surveys of Utah from Y2 Analytics have shown a much closer than usual race for the Beehive state's six electoral votes. Whereas the previous two polls from back in the spring found a race in the low to mid-single digits, the latest update from the firm has that lead expanding but still falling below the average margin. Still, for the first time in the series, Y2 has Trump at 50 percent. Both candidates are running well ahead of either their or their party's showing in the state last time around and by substantial margins. Third party candidates are not pulling nearly what Evan McMullin received in the state in 2016. Trump is very likely to win in Utah and improve on his support in the process. But it looks like it will fall below the 60 percent Republican candidates have averaged there over the previous three cycles.


Wisconsin
(Biden 50, Trump 44)
[Current FHQ margin: Biden +6.12]
Finally, the second of the Ipsos polls comes from out of the Badger state. And like the Pennsylvania poll above, this one, too, is right on target with the margin and candidate shares in Wisconsin as measured in the graduated weighted averages here at FHQ. It may or may not be a bit early for herding to have started in these polls, but FHQ will confess that that is among the thoughts that sprang to mind on seeing these results and comparing them to the averages in the dataset. That said, this one is consistent with other recent polls and marks very little change from the poll the firm conducted in the state a couple of weeks ago.


NOTE: A description of the methodology behind the graduated weighted average of 2020 state-level polling that FHQ uses for these projections can be found here.


The Electoral College Spectrum1
DC-3
VT-3
(6)2
IL-20
(162)
WI-10
(253)
SC-9
(125)
TN-11
(60)
MA-11
(17)
NJ-14
(176)
PA-203
(273 | 285)
AK-3
(116)
KY-8
(49)
MD-10
(27)
OR-7
(183)
NV-6
(279 | 265)
MO-10
(113)
AL-9
(41)
CA-55
(82)
ME-2
(185)
FL-29
(308 | 259)
KS-6
(103)
SD-3
(32)
NY-29
(111)
CO-9
(194)
AZ-11
ME CD2-1
(320 | 230)
NE CD1-1
MT-3
(97)
ID-4
(29)
HI-4
(115)
VA-13
(207)
NC-15
(335 | 218)
NE-2
(93)
AR-6
(25)
DE-3
(118)
NH-4
(211)
GA-16
(203)
IN-11
(91)
OK-7
(19)
WA-12
(130)
NM-5
(216)
OH-18
(187)
UT-6
(80)
ND-3
(12)
CT-7
ME CD1-1
(138)
MN-10
(226)
IA-6
(169)
MS-6
(74)
WV-5
(9)
RI-4
(142)
MI-16
NE CD2-1
(243)
TX-38
(163)
LA-8
(68)
WY-3
NE CD3-1
(4)
1 Follow the link for a detailed explanation on how to read the Electoral College Spectrum.

2 The numbers in the parentheses refer to the number of electoral votes a candidate would have if he or she won all the states ranked prior to that state. If, for example, Trump won all the states up to and including Pennsylvania (Biden's toss up states plus the Pennsylvania), he would have 285 electoral votes. Trump's numbers are only totaled through the states he would need in order to get to 270. In those cases, Biden's number is on the left and Trump's is on the right in bold italics.

3 Pennsylvania
 is the state where Biden crosses the 270 electoral vote threshold to win the presidential election, the tipping point state. The tipping point cell is shaded in yellow to denote that and the font color is adjusted to attempt to reflect the category in which the state is.

There was a lot to look at to open the work week, but unlike Sunday did not bring nearly as much change. In fact, the additions today did not trigger any change. The map, Spectrum and Watch List all stayed just as they were on Sunday evening. And with 29 days to go, that has to be at least somewhat troubling for the president. There just are not that many states in range of changing categories much less jumping the partisan line into Trump territory. Those states that are even in range of the partisan line are already states the president counts in his column. Any changes in either Georgia or Ohio would hurt rather than help the president. Time is dwindling for the president and so are his chances in this race with just more than four weeks to go until election day.



Where things stood at FHQ on October 5 (or close to it) in...
2016
2012
2008


--
NOTE: Distinctions are made between states based on how much they favor one candidate or another. States with a margin greater than 10 percent between Biden and Trump are "Strong" states. Those with a margin of 5 to 10 percent "Lean" toward one of the two (presumptive) nominees. Finally, states with a spread in the graduated weighted averages of both the candidates' shares of polling support less than 5 percent are "Toss Up" states. The darker a state is shaded in any of the figures here, the more strongly it is aligned with one of the candidates. Not all states along or near the boundaries between categories are close to pushing over into a neighboring group. Those most likely to switch -- those within a percentage point of the various lines of demarcation -- are included on the Watch List below.

The Watch List1
State
Potential Switch
Georgia
from Toss Up Trump
to Toss Up Biden
New Hampshire
from Strong Biden
to Lean Biden
New Mexico
from Lean Biden
to Strong Biden
Ohio
from Toss Up Trump
to Toss Up Biden
Pennsylvania
from Lean Biden
to Toss Up Biden
1 Graduated weighted average margin within a fraction of a point of changing categories.

--
Methodological Note: In past years, FHQ has tried some different ways of dealing with states with no polls or just one poll in the early rounds of these projections. It does help that the least polled states are often the least competitive. The only shortcoming is that those states may be a little off in the order in the Spectrum. In earlier cycles, a simple average of the state's three previous cycles has been used. But in 2016, FHQ strayed from that and constructed an average swing from 2012 to 2016 that was applied to states. That method, however, did little to prevent anomalies like the Kansas poll that had Clinton ahead from biasing the averages. In 2016, the early average swing in the aggregate was  too small to make much difference anyway. For 2020, FHQ has utilized an average swing among states that were around a little polled state in the rank ordering on election day in 2016. If there is just one poll in Delaware in 2020, for example, then maybe it is reasonable to account for what the comparatively greater amount of polling tells us about the changes in Connecticut, New Jersey and New Mexico. Or perhaps the polling in Iowa, Mississippi and South Carolina so far tells us a bit about what may be happening in Alaska where no public polling has been released. That will hopefully work a bit better than the overall average that may end up a bit more muted.


--
Related posts:
The Electoral College Map (10/4/20)

The Electoral College Map (10/3/20)

The Electoral College Map (10/2/20)


Follow FHQ on TwitterInstagram and Facebook or subscribe by Email.

Sunday, October 4, 2020

The Electoral College Map (10/4/20)

Update for October 4.


Changes (October 4)
StateBeforeAfter
Alaska
Toss Up Trump
Lean Trump
Georgia
Toss Up Biden
Toss Up Trump
Louisiana
Lean Trump
Strong Trump
New Hampshire
Lean Biden
Strong Biden
New Mexico
Strong Biden
Lean Biden
No, Sunday did not bring a flood of new poll releases. There were just a couple from YouGov out of the Rust Belt. But FHQ did incorporate the four waves -- June, July, August and September -- of surveys across the country from Survey Monkey. The addition of more than 200 polls into the dataset was not without consequence, but the changes were limited in the face of that flood of newly introduced information.

The most consequential change was Georgia hopping back over the partisan line into the Trump group of states after having just shifted to Biden by the slimmest of margins a day before. But again, as FHQ cautioned yesterday, the shade that the Peach state takes on is probably less important than the fact that it is as close as it is. Georgia may have pushed back onto Trump turf, but there are just 0.12 points separating the candidates there.

The other changes brought about by the Survey Monkey polls were more about calibrating the states' positioning in the rank ordering (see Electoral College Spectrum below) than they were about any fundamental shake up to the overall alignment. Alaska and Louisiana moving deeper into Trump territory makes some sense. The Last Frontier moving out of the Toss Up Trump category and into the lower end of the Lean Trump range "feels" right even if the changes brought about by the four new surveys brings Trump basically in line with his showing there on election day in 2016. In other words, the lack of swing now in Alaska is not consistent with the more than two points Trump has lost on average across the country in the time.

On the other side of the partisan line, the shifts in New Hampshire and New Mexico are noteworthy but a function of a general lack of polling overall in each. New Hampshire was at least trending toward the Strong/Lean line on the Biden side of the ledger, but the Survey Monkey polls were all overly Biden-friendly and had small sample sizes. Things in the Land of Enchantment are much more clearly about four new polls being added to a small existing pool of surveys there. Its push into the upper end of the Lean Biden category would have raised more red flags had it not ended up on the Watch List below. New Mexico, then, remains in range of the Strong/Lean line.

All that aside from Survey Monkey, here is a look at the other polls to close out the weekend.


Polling Quick Hits:
Ohio
(Trump 47, Biden 47)
[Current FHQ margin: Trump +0.31]
The narrow one point Trump lead that YouGov showed in the Buckeye state when the firm was last in the field there in July has dissipated in the time since. Now, the race is even more a dead heat in the latest survey of Ohio from YouGov. Honestly, this does not represent any real change in the state over the last couple of months. Ohio has been close at FHQ. Period. Sometimes that has meant a Trump lead of more than a point, but more often than not since FHQ began these updates in mid-June, the Buckeye state has been on the Watch List. [And yes, it did start out as a Toss Up Biden state before switching over.]


Pennsylvania
(Biden 51, Trump 44)
[Current FHQ margin: Biden +5.39]
If Ohio has shifted eight points in the Democrats' direction since 2016, as the above poll would indicate, then the new YouGov survey of Pennsylvania is consistent with that. More or less a tie in 2016, the Keystone state is, according to this poll in any event, about seven points more Democratic than it was at the end of the last cycle. In truth, the average margin at FHQ in the commonwealth is a bit more modest than this poll, but this YouGov survey is not all that divergent from other recent Pennsylvania polls. Furthermore, it is consistent with the last poll the firm conducted there in August (49-43, Biden). In other words, it maintained the status quo there.


NOTE: A description of the methodology behind the graduated weighted average of 2020 state-level polling that FHQ uses for these projections can be found here.


The Electoral College Spectrum1
DC-3
VT-3
(6)2
IL-20
(162)
WI-10
(253)
SC-9
(125)
TN-11
(60)
MA-11
(17)
NJ-14
(176)
PA-203
(273 | 285)
AK-3
(116)
KY-8
(49)
MD-10
(27)
OR-7
(183)
NV-6
(279 | 265)
MO-10
(113)
AL-9
(41)
CA-55
(82)
ME-2
(185)
FL-29
(308 | 259)
KS-6
(103)
SD-3
(32)
NY-29
(111)
CO-9
(194)
AZ-11
ME CD2-1
(320 | 230)
NE CD1-1
MT-3
(97)
ID-4
(29)
HI-4
(115)
VA-13
(207)
NC-15
(335 | 218)
NE-2
(93)
AR-6
(25)
DE-3
(118)
NH-4
(211)
GA-16
(203)
IN-11
(91)
OK-7
(19)
WA-12
(130)
NM-5
(216)
OH-18
(187)
UT-6
(80)
ND-3
(12)
CT-7
ME CD1-1
(138)
MN-10
(226)
IA-6
(169)
MS-6
(74)
WV-5
(9)
RI-4
(142)
MI-16
NE CD2-1
(243)
TX-38
(163)
LA-8
(68)
WY-3
NE CD3-1
(4)
1 Follow the link for a detailed explanation on how to read the Electoral College Spectrum.

2 The numbers in the parentheses refer to the number of electoral votes a candidate would have if he or she won all the states ranked prior to that state. If, for example, Trump won all the states up to and including Pennsylvania (Biden's toss up states plus the Pennsylvania), he would have 285 electoral votes. Trump's numbers are only totaled through the states he would need in order to get to 270. In those cases, Biden's number is on the left and Trump's is on the right in bold italics.

3 Pennsylvania
 is the state where Biden crosses the 270 electoral vote threshold to win the presidential election, the tipping point state. The tipping point cell is shaded in yellow to denote that and the font color is adjusted to attempt to reflect the category in which the state is.

Sunday did not lack for changes here at FHQ. The map had its changes as discussed above and so, too, did the order on the Spectrum. But that realignment in the order was concentrated outside of the middle column of most competitive states. In fact, from Michigan at the bottom of the second column from the left to Texas, there was no change in the alignment of states (meaning that Pennsylvania remains the tipping point). That is an important point. Granted, that group of states is among the most polled of the cycle, and the addition of four new polls would have less of an impact there than if four new polls were added to one existing poll in Vermont, for example.

The bigger change might be to the Watch List below. Of the ten states that were on the List a day ago, only Georgia, Ohio and Pennsylvania remain within a point of changing categories. And they are joined by just two other states -- New Hampshire and New Mexico -- today. That sort of paring down of the List is indicative of a certain calibration in the order. The vast majority of states have pushed firmly into the categories in which they now reside. That is not to say that those other states cannot change, but that there is some insulation there now that was not yesterday.



Where things stood at FHQ on October 4 (or close to it) in...
2016
2012
2008


--
NOTE: Distinctions are made between states based on how much they favor one candidate or another. States with a margin greater than 10 percent between Biden and Trump are "Strong" states. Those with a margin of 5 to 10 percent "Lean" toward one of the two (presumptive) nominees. Finally, states with a spread in the graduated weighted averages of both the candidates' shares of polling support less than 5 percent are "Toss Up" states. The darker a state is shaded in any of the figures here, the more strongly it is aligned with one of the candidates. Not all states along or near the boundaries between categories are close to pushing over into a neighboring group. Those most likely to switch -- those within a percentage point of the various lines of demarcation -- are included on the Watch List below.

The Watch List1
State
Potential Switch
Georgia
from Toss Up Trump
to Toss Up Biden
New Hampshire
from Strong Biden
to Lean Biden
New Mexico
from Lean Biden
to Strong Biden
Ohio
from Toss Up Trump
to Toss Up Biden
Pennsylvania
from Lean Biden
to Toss Up Biden
1 Graduated weighted average margin within a fraction of a point of changing categories.

--
Methodological Note: In past years, FHQ has tried some different ways of dealing with states with no polls or just one poll in the early rounds of these projections. It does help that the least polled states are often the least competitive. The only shortcoming is that those states may be a little off in the order in the Spectrum. In earlier cycles, a simple average of the state's three previous cycles has been used. But in 2016, FHQ strayed from that and constructed an average swing from 2012 to 2016 that was applied to states. That method, however, did little to prevent anomalies like the Kansas poll that had Clinton ahead from biasing the averages. In 2016, the early average swing in the aggregate was  too small to make much difference anyway. For 2020, FHQ has utilized an average swing among states that were around a little polled state in the rank ordering on election day in 2016. If there is just one poll in Delaware in 2020, for example, then maybe it is reasonable to account for what the comparatively greater amount of polling tells us about the changes in Connecticut, New Jersey and New Mexico. Or perhaps the polling in Iowa, Mississippi and South Carolina so far tells us a bit about what may be happening in Alaska where no public polling has been released. That will hopefully work a bit better than the overall average that may end up a bit more muted.


--
Related posts:
The Electoral College Map (10/3/20)

The Electoral College Map (10/2/20)

The Electoral College Map (10/1/20)


Follow FHQ on TwitterInstagram and Facebook or subscribe by Email.