For all the attention on #NC09, I'm just as curious about the margin in #NC03, an R+12 seat where Allen Thomas (D) has raised a not-insignificant $564k and Greg Murphy (R) has run a quiet general election campaign following a contentious primary.
Interesting fact: #NC03 is one of just three districts nationally where Dems didn't even field a nominee in 2018.
Here are my estimates of what Thomas (D) would need in each county to pull off a massive upset in #NC03:
Thread: the key difference between when Biden was “counted out” last time vs. now is that in Feb. 2020, there was a plausible path to a comeback: Black voters & other Dems of color in SC, etc. hadn’t weighed in yet.
In fact, I made the argument after IA/NH in 2020 that there was still a lot of upside for Biden, though that view wasn’t widely shared at the time, and that he was among the most electable Dems in the race vs. Trump. nbcnews.com/news/amp/ncna1…
Today, a vast majority of voters believe Biden is incapable of finishing a second term, and there’s no legitimate reason to believe that defect will go away or become less of a dealbreaker for voters in the next four months.
How is it Dems are cleaning up in special elections/referendums if their national poll numbers are so bad? Because in the Trump era, Dems are excelling w/ the most civic-minded, highly-engaged voters.
Their biggest weakness? Peripheral voters who only show up in presidentials.
A big reason Dems beat pundit/historical expectations in the midterms? Only 112M people voted, including a disproportionate turnout among voters angry at Dobbs/abortion bans (many of them young/female).
But there will be ~160M voters in 2024. So who are those extra 48M voters?
They skew young, unaffiliated, nonwhite and non-college. They’re also more likely to base their choice on a simplistic evaluation of whether the economy was better under Trump or Biden.
On this question - and on immigration/age concerns - Biden is routinely getting clobbered.
Fact: of the 301 new House districts that have now been adopted, just 17 (5.6%) went for Biden or Trump by five points or less, down from 39 of 301 (13.0%) districts in the same states currently.
Back in 2012, after the last redistricting round, 66/435 districts went for Obama or McCain by five points or less. By 2020, only 51/435 districts went for Biden or Trump by five points or less - in other words, voter self-sorting explains a lot of the competitive decline.
But the 2022 redistricting cycle is rapidly compounding the decline. There may only be 30-35 seats in that range by the time all is said and done.
So the House's pro-GOP bias may be reduced or eliminated, but the House is also on pace to be more anti-competitive than ever.
NEW: for the first time, Dems have taken the lead on @CookPolitical's 2022 redistricting scorecard. After favorable developments in NY, AL, PA et. al., they're on track to net 2-3 seats from new maps vs. old ones.*
*There's still quite a bit of uncertainty in:
- FL, where Rs are debating how aggressive to be
- NC/OH, where courts may order big changes to GOP maps
- PA, where the state Sup Ct will select a map
- AL/LA/SC, where SCOTUS could decide on additional Black opportunity seats
*Evergreen disclaimer: this doesn't mean Dems are on track to gain House seats *overall* in 2022. A 2-3 seat redistricting gain is significant, but a 42% Biden approval rating could be worth several dozen seats to the GOP in November.
NEW: Dem leaders in Albany are set to release maps in the next 72 hours, but there's still tension between Marc Elias/Sean Patrick Maloney - who are pushing for a hyper-aggressive 23D-3R gerrymander - and Upstate Dem incumbents who'd like more minor changes to their districts.
At issue: it's theoretically possible to draw a 23D-3R gerrymander w/ 23 double-digit Biden seats (example, left). But it would require Dem Reps. Paul Tonko #NY20, Joe Morelle #NY25 and Brian Higgins #NY26 to give up some existing blue turf (current map, right).
There's talk NY Dems might instead propose a milder 22D-4R gerrymander that leaves Tonko, Morelle and Higgins districts intact but still shores up #NY18 Maloney & #NY19 Delgado (rough sketch below).
In this scenario, #NY22 Rep. Claudia Tenney (R) could be spared.