Monday, April 18, 2016

Can Hillary Clinton win in the November General Election?


National polls this far out are meaningless and they only gauge the potential national popular vote. However, Presidential Elections are not won with a Majority of the Popular Vote; they never have been. Presidential Elections are won by winning a majority of Electoral Votes1.  Proof of this was Bush v. Gore in 2000.
Start with the 2012 Electoral Map

In 2012 Barack Obama won 332 electoral votes and Romney won 206. For a Republican Candidate to win the Presidency, they would need to move 64 Electoral Votes from the Democratic Column to theirs. With Hillary Clinton as the Democratic Nominee, this may be feasible given just about any Republican Nominee except maybe Donald Trump. In a previous blog, I delineate my rationale as why Mr. Trump will not be the Republican Nominee and why he will not run as a Third-Party Candidate.
Democrats start with a 232-191 Lead

States2 can be categorized in one of seven demographics:
·         Solid Democratic – States with winning margins of 20% or more
·         Strong Democrat – Winning Margin between 10% and 20%
·         Lean Democrat – Margin between 6% and 10%
·         Swing – Defined Below
·         Lean Republican – Margin between 6% and 10%
·         Strong Republican – Margin between 10% and 20%
·         Solid Republican – Margin of 20% or more
 
Solid Democrat/Republican
Generally, deep Red States will remain Red and heavily Blue States will remain Blue, regardless of who heads either ticket. In 2012, Barak Obama won the Maine 1st Congressional District3, California, Massachusetts, Maryland, Rhode Island, New York, Vermont, Hawaii, and the District of Columbia2 by margins over 20%. There is near certainty that their 120 electoral votes will be cast for the Democratic Party’s nominee.
Mitt Romney won Arkansas, West Virginia, Idaho, Oklahoma, Wyoming, Nebraska 3rd Congressional District3, and Utah with margins in excess of 20%.  These represent 68 Electoral Votes that will be cast for the Republican Nominee.
States can change columns after major changes in demographics and almost all of these states are at least a generation/decennial census away from changing.  A political upheaval can also move these states from one party to another.  The last major shift was the Reagan Revolution in 1980. Nothing in the 2016 Race points to these states changing sides.
Strong/Lean
In 2012 there were 13 states with 113 Democratic Electoral Votes and 14 States with 123 Republican Electoral Votes that can be classified Strong/Lean. As with the solid states, I see nothing, short of a significant Third Party candidate, that will move these states from Democrat to Republican.
Given that none these states will now change color in 2016, without counting a single vote, the scoreboard starts out 232-191 in favor of the Democrats. The republicans need to find 79 Electoral Votes and the Democrats only 38. The outcome of the 2016 Presidential Election will hinge on the Swing States.
What is a Swing State?
For determining which states will be swing states in the 2016 election, I refer to the Wikipedia entry for Swing States. University of Oregon Political Science Professor Joel Bloom presents an analytical approach for determining Swing States.

Which States are the Swing States in 2016?

Based on Professor Bloom’s analysis, the 2012 swing states were those states where the margin of the state’s popular vote within the national margin plus 2%. In 2012, there were 7 swing states having a total of 99 Electoral Votes4.
Can Clinton Carry the Swing States?
I’ll start with two basic assumptions. First, the Clinton name energizes the base, the Republican Base. With Hillary Clinton heading the Democratic Ticket, Republican turn-out will be at least 5% greater than in 2012; regardless of their nominee.  After twenty-four years of the ‘vast right-wing conspiracy’ demonizing the Clintons, not only will the Republican Base show up just to vote against her, but also the 14% of the electorate who identify themselves as Republican-leaning Independents5.
The second assumption is Clinton could lose 5% or more of the proportion of the vote Barak Obama received in 2012. One reason is these states have enacted laws such as photo-id.  These laws will preclude a portion of the Democratic base from voting. Most significantly though, is that Hillary alienates many Independents; both the 12% of the electorate that are true Independents5 and the 16% that lean Democratic5.
To be fair, all of the votes Clinton loses would not necessarily go to the Republican candidate. Most would go to the Green Party, other candidates, or no candidate. For this analysis, I have assumed that on 25% of the lost votes would be cast for the Republican ticket.
Florida
Florida had the closest winning margin at 0.88%. With 29 Electoral Votes, it is the most critical state needed to deny Clinton an electoral majority. If Florida stays Blue, the path for defeating Clinton becomes nearly improbable. However, even if she does not lose any of the Obama Vote, a mere 1.8% increase in Republican Vote will flip Florida. Conversely, a 1.2% decrease in the Democratic vote with no increase in Republican turn-out will also move Florida.  With Rubio as the Republican VP Candidate, a 2% increase will be exceeded.
Republicans Win Florida   Clinton: 303   Ryan: 235

Ohio
Though not as critical as Florida, Ohio’s 13 Electoral Votes put it as the third largest swing state behind Pennsylvania. Obama won Ohio by only 2.98%. and is more likely to switch colors.  Given the full 5% Republican increase, Clinton losing just 0.8% will Ohio goes Republican. If Clinton loses 4% of the 2012 vote, no Republican increase is needed.
Expect the Kasich to campaign hard in Ohio for the Republican ticket.
Republicans Win Ohio   Clinton: 285   Ryan: 253
Given Republican wins in Florida and Ohio, they need to find only 17 more from the 67 Electoral Votes out of the remaining 6 states.
Pennsylvania
Since Obama won by 5.38%, Pennsylvania will be slightly harder to win than Virginia and Colorado. However, with 20 electoral votes, it would be sufficient in order to win the Election. For Republicans to take Pennsylvania, either they hit the 5% increase and the Democrat have a 4% decrease or a there is 5% Democratic increase with a 3.25% Republican increase.
If Republicans Win Pa   Clinton: 265   Ryan: 273
Virginia
13 Electoral Votes; Obama won with a 3.88% margin.
The ranges for Virginia to go Red are:
5% Republican increase and 2% Democratic decrease
5% Democratic decrease and 0.2% Republican increase
Colorado
9 Electoral Votes; Obama won with a 5.36% margin.
The ranges for Colorado to go Red are:
5% Republican increase and 4% Democratic decrease
5% Democratic decrease and 3.4% Republican increase
New Hampshire
4 Electoral Votes; Obama won with a 5.58% margin.
The ranges for New Hampshire to go Red are:
5% Republican increase and 4.25% Democratic decrease
5% Democratic decrease and 3.7% Republican increase
Iowa
6 Electoral Votes; Obama won with a 5.81% margin.
The ranges for Colorado to go Red are:
5% Republican increase and 4% Democratic decrease
5% Democratic decrease and 4.55% Republican increase
Even if Clinton carries Pennsylvania, Virginia plus any one of other states add up to at least 17. Colorado, New Hampshire and Iowa add up to 19.
The +5%/-5% range ignores any significant impact the ‘Bernie or Bust’ movement may have on Democratic Turnout. It also does not factor in the implications of a Republican October Surprise that could move the 5% Democratic falloff out to 10% or even 15%.
With all of this, the path to the White House looks doubtful for Hillary Clinton in November.
 

Footnotes

1.   Each State gets two Electoral Votes as a base (one for each Senator) and one for each Congressional District. Except for Maine and Nebraska, Electoral Votes are winner take all.

2.   The District of Columbia is not a State but has three Electoral Votes. When the term State is used, it is a generic reference to the jurisdiction associated with the Electoral Votes.

3.   Maine and Nebraska are the two states that do not allocate their Electoral Votes as winner-take-all. One Electoral Vote is awarded to the winner in each of their Congressional Districts and two to the overall winner of the State’s popular vote.

4.   Mitt Romney won North Carolina by 2.04%, close enough to fall into the category of Swing State but given the methodology of this analysis, it will remain Republican with Hillary Clinton as the Democratic Nominee.

5.   The Growing Myth of the ‘Independent’ Voter, Phillip Bump, Washington Post, January 11, 2016.

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