There is no doubt that Barack Obama is currently in command of the presidential race, and the past two weeks have seen a dramatic shift in public sentiment. Obama has surged to a stunningly dominant position in all of the Gore and Kerry states (accounting for a total of 264 votes), as the financial crisis undercut months of Republican efforts in Michigan, New Hampshire and Pennsylvania. At the same time, McCain’s position has been severely damaged in a large number of red states, most dramatically in states like Florida and Missouri that just a month ago seemed to be drifting out of Obama’s reach.
The most difficult decision in this update of my presidential ratings was not whether to lift Obama above the threshold of 270 electoral college, but which red states should be moved to the lean Obama column for him to achieve that feat. The reason the Democrat is in such a dominant position is not simply that he now looks to be slightly ahead in a number of red states (Colorado, Florida and Virginia are here being moved from the toss-up to the lean Obama column) but that he has a high single-digit lead in national surveys.
This situation is one we have not encountered in the past two presidential elections: national surveys matter just as much (if not more) than those at the state level. McCain might still be competitive in all the red states but New Mexico and Iowa, but, unless he substantially improves his position in national polls, it is highly improbable that he can pull off a sweep of all the states he needs to defend – Florida, Ohio, North Carolina, Colorado, Nevada, Missouri, Indiana, Virginia. All of these states are now at best a toss-up for the McCain campaign. The loss of a single one would likely lead to an Obama presidency.
As a result of these shifts, 313 electoral votes are now rated safe, likely or lean Obama – far more than the 270 (or 269) he needs to win the presidency. There are an additional 62 electoral votes that are rated as toss-ups.
However, remember that states that are in the “lean” category are considered to be very competitive and certain to be hotly contested. That means that Obama might be favored to win in November, but his election is no lock. A shift towards the GOP over the next two weeks – perhaps because of Wednesday’s debate – could easily lead Florida, Virginia and Colorado to move back to the toss-up column and Indiana and Missouri to move back to the lean McCain category, leading to a more competitive electoral college.
Without further delay, here are the tenth electoral college ratings (states whose ratings have been changed towards Obama are colored blue, those whose ratings have been changed towards McCain are colored red):
- Safe McCain: Alabama, Arkansas, Idaho, Kansas, Kentucky, Louisiana, Mississippi, Nebraska (at large + 3rd congressional district), Oklahoma, South Carolina, South Dakota, Utah, Tennessee, Texas, Wyoming (122 EVs)
- Likely McCain: Alaska, Arizona, Nebraska’s 1st district, North Dakota (17 EVs)
- Lean McCain: Georgia, Montana, Nebraska’s 2nd district, West Virginia (24 EVs)
- Toss-up: Indiana, Missouri, Nevada, North Carolina, Ohio (62 EV)
- Lean Obama: Colorado, Florida, Maine’s 2nd district, Minnesota, New Mexico, New Hampshire, Virginia, Wisconsin (79 EVs)
- Likely Obama: Iowa, Oregon, Maine (at-large + 1st district), Michigan, New Jersey, Pennsylvania, Washington (81 EVs)
- Safe Obama: California, Connecticut, DC, Delaware, Hawaii, Illinois, Maryland, Massachusetts, New York, Rhode Island, Vermont (153 EVs)
This gives us the following map and totals:
- Safe + Likely Obama: 234 electoral votes
- Safe + Likely + Lean Obama: 313
- Toss-up: 62
- Safe + Likely + Lean McCain: 163
- Safe + Likely McCain: 139
I will naturally not attempt to provide an explanation for every single one of these ratings and will concentrate instead on those that have shifted over the past two weeks:
Colorado, toss-up to lean Obama: Colorado’s move into the Obama column was a long time coming. McCain proved remarkably resilient in the state throughout the summer, and by August Colorado looked like the ultimate toss-up. But Democrats gathered in Denver in late August, giving their party added exposure and shifting public opinion in Obama’s favor. Since the convention, at least twenty polls have been released from Colorado, and McCain has only led in two of them (both were taken before the financial crisis erupted, and McCain’s lead in both was within the margin of error). By contrast, Obama has surged to leads outside of the MoE in Rasmussen, CNN/Time, Insider Advantage, Quinnipiac – and even a double digit lead in the latest PPP survey.
One thing that McCain has going for him is that his campaign never neglected Colorado (unlike other endangered red states) and thus has enough of a ground game to stay in the game. Furthermore, Obama is only outspending McCain by 50% in the state (as of the last week of September), which is far less impressive than in other states. Thus, Colorado remains competitive – but with 23 days to go, the edge goes to Obama.
Florida, toss-up to lean Obama: Everything predisposed Florida to be tilting away from Obama: the high number of senior citizens, the importance of the Jewish vote, the fact that Florida had been far more solidly Republican in 2004 than it had in 2000. Yet, a combination of factors have led the dynamics to shift in the state: the Palin pick hurt McCain among Jewish voters, the economic crisis led Obama to surge among registered Democrats and (perhaps most importantly) Obama’s massive spending throughout the summer helped him slowly chip away at McCain’s advantage since the GOP didn’t spend anything in the state’s airwaves throughout the summer.
Even now, Obama is pouring stunning amounts of money in the state (Plouffe said the campaign had budgeted a jaw-dropping $39 million for its Florida efforts) and he outspent the GOP nearly 5:1 in the last week of September! Put all of this together, and it looks like Democrats could avenge the 2000 recount: Obama has led in the 9 most recent Florida polls, a streak that is all the more impressive because a good number of these surveys have Obama ahead outside of the MoE.
Georgia, likely McCain to lean McCain: Poll numbers are tightening after a McCain surge in early September, and early voting numbers hint at very strong turnout among African-American voters. Yet, the Obama campaign pulled out of Georgia a month ago, meaning that a Democratic win in this state would coincidence with an electoral landslide nationally and it would signify that Obama is strong enough in the southern white vote to carry North Carolina and Virginia as well.
Maine’s 2nd district, likely Obama to lean Obama: This is the day’s only rating change that favors McCain. The Arizona Senator moved some resources in Maine as he pulled out of Michigan. And recent polls that show Obama leading by mid-single digits in the state explain why: the second district’s vote is typically a few points more Republican than the statewide total, and that could allow McCain to take away this electoral vote.
Michigan, lean Obama to likely Obama: McCain’s October 2nd pull-out might have come as a complete shock, but the Wolverine State now looks to be a relatively safe Obama hold. Obama has surged to a 16% lead in the latest Rasmussen poll, and the Democrat’s lead will be further protected by the fact that the Obama campaign is not letting down its guard in the state and will continue to organize a strong ground game. But not only have the McCain campaign and the RNC left the state, but the state’s Republican leaders are now badmouthing the McCain campaign.
Missouri, lean McCain to toss-up: Republicans were hoping to have put Missouri away by mid-September as they did in 2004 to be able to concentrate their resources in other vulnerable states, and for a while it looked like the Show Me State was anchoring itself in the GOP column. Not only has Obama closed the gap in SUSA and Research 2000, but he has even taken a narrow lead in the latest CNN/Time and Rasmussen numbers (see polling history). Furthermore, Obama is keeping up a heavy investment in Missouri, outspending the GOP nearly 3:1 the last week of September. This is certainly not where Republicans were expecting to be in mid-October.
Nebraska’s 2nd district, likely McCain to lean McCain: The Obama campaign is making an active push here at the moment. Omaha residents have been seeing Obama’s advertisements for months, since they share a media market with Western Iowa, and Obama just opened a second staffed office in the district. Still a long shot for Democrats, but the McCain campaign is worried enough to have dispatch Sarah Palin to the state.
New Hampshire, toss-up to lean Obama: In 2006, in no state did the Republican Party drown as much as in New Hampshire, whose independents massively turned towards Democratic candidates. Yet, McCain had high hopes for the Granite State, whose independent voters carried him to victory in 2000 against Bush and in 2008 against Romney – and McCain looked highly competitive in New Hampshire polls… until three weeks ago. As the GOP brand has once again collapsed in the wake of the economic crisis, Democrats are more looking confident that they can repeat their 2006 sweep and polls are now showing Obama leading by substantial margins – often in double-digits.
Pennsylvania, toss-up to likely Obama: Many readers of this website criticized me for leaving Pennsylvania in the toss-up column for so long. But as long as Obama regularly polled under 80% of registered Democrats, there was no reason to move Pennsylvania in his column. After all, in few states could culturally conservative Democrats and blue-collar voters hurt the Illinois Senator as much as Pennsylvania. But the economic crisis dramatically transformed the field of play: Obama has jumped to solid levels of party loyalty, and his numbers in Pennsylvania have surged. The past five surveys all have him leading by double digits, between 12% and 15%! That said, the GOP is keeping up its efforts in Pennsylvania, McCain is still visiting the state, and his campaign is still pouring in millions of dollars, so Obama will still have to work to lock the state.
Virginia, toss-up to lean Obama: The polls have significantly shifted towards the Illinois Senator over the past two weeks. McCain did post a lead within the MoE in a Mason Dixon survey, but Obama has jumped to impressive leads in CNN/Time (9%), SUSA (10%), Suffolk (12%), PPP (8%), Insider Advantage (6%). But Virginia is Republican enough a state that I might have left it in the toss-up column if it weren’t for another factor: the McCain campaign has inexplicably neglected the Old Dominion. It was one thing to not believe that North Carolina or Indiana were actually competitive, but it was evident from the early days of the 2008 cycle that Virginia was highly competitive. Yet, Obama has basically had the state’s airwaves for himself for much of the spring and summer, as McCain invested a small fraction of Obama’s spending – and only in Northern Virginia. The RNC recently moved in the state, but Obama is still significantly outspending the GOP’s efforts. The different levels of commitment will also have crucial consequences on the ground game, and it is unlikely McCain can come anywhere near the organizational power Obama has developed in the state.
West Virginia, likely McCain to lean McCain: This is a historically Democratic state that was not supposed to be competitive this year. Nowhere was Obama as crushed by Hillary Clinton in the primaries as in West Virginia, and the Illinois Senator was hurt by his weakness among blue collar voters in Appalachia. Yet, the economic crisis has led registered Democrat to do something they don’t always want to do – vote Democratic in federal races, and nowhere has that changed the game as much as in Appalachia. ARG’s recent poll showing Obama leading by 8% might have been an outlier, but McCain can certainly not count on an easy victory in this state, and Sarah Palin has been dispatched here to fire up conservatives.
History of Campaign Diaries’ electoral ratings:
- October 12th: + 150 Obama (313 for Obama [153 safe, 81 likely, 79 lean] and 163 for McCain [122 safe, 17 likely, 24 lean])
- September 27th: + 55 Obama (239 for Obama [154 safe, 43 likely, 42 lean] and 174 for McCain [122 safe, 38 likely, 14 lean])
- September 20th: +6 Obama (222 for Obama [154 safe, 19 likely, 49 lean] and 216 for McCain [119 safe, 41 likely, 56 lean])
- August 31st: + 16 Obama (243 for Obama [154 safe, 29 likely, 60 lean] and 227 for McCain [93 safe, 75 likely, 59 lean])
- August 20th: + 14 Obama (238 for Obama [151 safe, 32 likely, 55 lean] and 224 for McCain [90 safe, 75 likely, 59 lean])
- July 30th: + 38 Obama (238 for Obama [151 safe, 42 likely, 45 lean] and 200 for McCain [90 safe, 75 likely, 35 lean])
- July 16th: +28 Obama (255 for Obama [150 safe, 43 likely, 62 lean] and 227 for McCain [90 safe, 78 likely, 59 lean])
- July 2rd: +11 Obama (238 for Obama [143 safe, 50 likely, 45 lean] and 227 for McCain [93 safe, 78 likely, 56 lean])
- June 18th: +22 Obama (238 for Obama [86 safe, 97 likely, 55 lean] and 216 for McCain [87 safe, 87 likely, 42 lean])
- June 4th: +20 McCain (207 for Obama [76 base, 107 likely, 24 lean] and 227 for McCain [97 safe, 77 likely, 53 lean])