Yesterday was a net positive for Ds in terms of vote gain, but a slightly disappointing one still because they would really have liked to add a bit more. However, this still didn't add anything to the GOP's totals, so...it's a wash, really.
Fulton saw decent enough turnout, and it appears as if Asians and Hispanics voted in decent numbers yesterday, which helps with two problem points for Democratic points. Gwinnett is now squarely on track once again, after suffering from turnout issues earlier in the cycle.
The surge in the Atlanta metro (DeKalb/Fulton/Clayton) in terms of statewide share is still a problem for Rs because it comes at the cost of their exurban/heavily non-college counties statewide shares, making the math worse for them.
Today is another pro-D day, in all likelihood (expecting 30K-40K votes today), with Gwinnett/Fulton/DeKalb/Columbia open, so the GOP will look to rectify the exurban turnout more this week. So, where does this leave the race?
The model currently estimates Ossoff +1.7 as the final race margin, and we expect it to grow to +1.8 or +1.9 by the end of today. Their overall vote lead should be around 190K going into Monday.
I’m working with Ali on a precinct model that will hopefully give us more detailed data and a slightly better projection, but that’s still a bit away. In the meantime…
The model estimates that Democrats are winning the VBM + EV by 54.2-45.8 in total currently, which is up from 52.3-47.7 in the general election. They are losing the in-person early vote 51.3-48.7, compared to 53.5-46.5 in November (I think).
Assuming we get around 780K in-person votes next week, the GOP would need about 57% of the in-person vote to get back to where they were in November. That is…not something I find highly likely currently, but it is possible.
If the GOP manage to split the VBM/EV delta between Nov. and now to half of what it is currently, so they’ll get 53.2-46.8 as the margin going into election day. This would leave them needing roughly 62.8% on election day, assuming 825K votes (84% of November, 20% of electorate)
Their 2 party share in November was 61.6-38.4. So all indicators right now point to the GOP needing a serious overperformance between now and Thursday and then another overperformance on January 5th to close the gap and win the race.
All of this is possible, but I do not find it especially likely at the moment -- certainly not enough to say that they are favored. They could certainly win. Lean is not safe. But again, I don't think there's a case for them to be *favored* based on this. So Lean D.
Thread dropping in a couple hours. D +2.8 today in our model, but one thing to note is that what our model does is *not* forecast. It takes the VBM/EV splits by precinct, takes the November margins, and projects that onto today's electorate with turnout per precinct.
This is to say that I expect our final precinct model to end up at D +2.5 or so, which will probably be a touch more favorable to Democrats than the county model. It's currently D +2.8, but I don't expect that to last because the outstanding ballots should be closer than 54-46.
Should I have included an artificial modifier in the precinct model like in the county model? IMO, no, because while we had days to debug and track the changes in the county model, we don't have that time with the precinct model and couldn't regularize for outstanding ballots.
Appears, on first glance, that the GOP got...a status quo day.
They did not want a status quo day.
Per @joe__gantt and @ADincgor's early vote scraping, it appears today was a net Democrat day, 51.5-48.5 (or thereabouts), which is below the current early vote margin of 54.5-45.5.
However, it's another day where the Democrats padded their lead, which makes it worse for the GOP in terms of the margin needed on election day, which means that while both sides can take something from today, the GOP probably would have wanted more.
Part of me wants to put up an interactive system for our model allowing you to play with e-day turnout. But with a research deadline tomorrow, that's near-impossible given the time constraints. But if you want scenarios modeled, reply with them and I'll get to it when possible.
I wrote the precinct model in python, so it's not that hard to plug in specific scenarios and model them.
If you want a scenario modeled, include the following:
1) Number of VBM votes between now and Jan 5. 2) Number of advanced votes left, and the final advanced voting margin (you can see current margins in the pinned model tweet) 3) Election day turnout as a % of total electorate.
🚨 PRECINCT MODEL RELEASED FOR GEORGIA SENATE RUNOFFS🚨
This model, made by me and @ADincgor, take the November electorate and projects it onto the current electorate. We display it alongside our county model.
We do not do a GOP-friendly modification because while the county model corrects for the VBM lag in Democratic counties, this precinct model does not (and cannot).
In our rough estimate, this roughly cancels out the GOP boost gained by the model, but if it doesn't, you'll see the margins become more pro-GOP between now and 12/31 and more pro-Dem as mail ballots are processed between 1/1 and 1/5.
I'll post the rates tomorrow with the racial breakdown. For now, let's go with the raw totals.
What do we have from today? Well, Democrats probably added about 8K votes to their margin, per @joe__gantt's estimates. That's not as much as they'd have been hoping for, to be blunt.
But let's also remember that the second weekend in the general election was a pro-GOP day. So this is certainly not the worst-case scenario everyone worried about. All of that helps the Democrats. They'd have liked more, but...it's Boxing Day.
What were you expecting? It's Christmas Eve and there was snow in Atlanta with just a couple counties open. Everyone there was probably freezing their #Ossoff.