Whether Donald Trump obtains a majority of the delegates to
the Republican convention, not just more than anyone else, is the major
question looming over the race at this point. While we believe that it is
possible for Trump to win out right, it is much more difficult than is being
reported. In fact, the chance of Trump getting a majority may be as low as a
10%. This is direct contrast with what is being reported by the New York Times.
http://www.nytimes.com/2016/03/05/upshot/if-super-tuesday-voting-pattern-continues-donald-trump-will-reach-delegate-target.html?ref=topics
Let’s be clear. Donald Trump is a heavy, heavy favorite to
get the most votes. He is also a big favorite to have the most delegates. But
Trump needs another 848 delegates to get to the 1237 he needs for a pure majority.
Given the varied delegate allocation methods in the 36 contests left to be
decided, that is an exceptionally difficult challenge. It is possible that a narrative
of Trump strength and inevitability may emerge and push the other candidates to
give up after March 15th. But failing that, Trump almost certainly
can’t get to 1237 before June 7th, the last day of voting on the R
side, and likely will never be able to get there.
Follow along as we present the math that leads us to conclude
Trump won’t win a majority of delegates. Four main ways are left for awarding
delegates. Understanding these methods makes Trump’s challenge manifest.
Method I: Mixed (486 delegates in 17 states and
territories)
Trump gets: 149
After which Trump still needs: 699
Seventeen states and
territories, with a total of 486 total delegates, use what we are calling the Mixed
method, meaning that they award delegates in both proportional and other funky
ways that will limit Trump’s delegate intake. Some of the rules are just plain
weird and happen outside of the view of the press or without the benefit of a
primary. The delegates from Colorado, Wyoming and North Dakota in particular
are awarded it seems without the benefit of a straw poll. The assumption is
Trump will receive 30 delegates out of these states but could easily be goose
egged.
The 538 boys see him netting 161 delegates out of this group.
We see him only getting 149, primarily because we have no faith in the Trump
campaign in Washington, D.C. or in the remaining territories. 538 has him
winning 13 delegates in those places, while we see him getting four. Regardless
something on the order of 337 delegates go to not Trump from the mixed group.
Method II: Winner Take Most (135 delegates in 2 states)
Trump gets: 115
After which Trump needs: 584
Two states, Mississippi and New York with 135 delegates, use
a winner-take-most method, similar to what we saw in Georgia and Alabama. The
at large delegates are awarded proportionally while two of the each CDs’ three delegates
go to the winner, and one goes to the second-place finisher, unless a candidate
gets to 50% statewide or in a district, then the district delegates all go to
the winner. Mississippi tomorrow is likely to be worth around 20 delegates to
Trump. So the question is: will it be a two-man race by New York on April 19th?
That would enable Trump to reach the
50% threshold and get all 95 delegates. If it’s still a three-person race, Trump
might be held under 50% and is less likely to get all of New York.
True
Winner Take All (416 delegates in
9 states)
Trump gets: 416
After which Trump needs: 168
A true winner take all state is exactly like an ordinary
election: get one more vote and you win all the delegates. The winner-take-all
states on the Republican side are Florida, Ohio, Arizona, Delaware, Nebraska,
West Virginia, Montana, South Dakota, and New Jersey. Although Trump should in
theory be favored in all of these states, only three vote in the next month. A
clean sweep of those three, Florida, Arizona, and Ohio, while valuable, only
accounts for 223 delegates, 54% of the winner-take-all delegates. Put another
way: the combination of Delaware and New Jersey is worth as much as Ohio; Nebraska,
Montana and South Dakota combined are almost as valuable as Florida.
To end up on 1237, Trump can ill-afford to lose any of these
states and certainly not any of the four largest, Florida, Ohio, Arizona, and
New Jersey. Although the conventional wisdom is that it is John Kasich and
Marco Rubio who need to win their home states, Trump likely needs both states to to get to 1237.
Near Winner Take All (529 delegates in 8 States)
Trump needs: 168
Trump gets: ???
Obviously if Donald Trump sweeps all nine winner-take-all
states his path to the majority is much easier, but he is not home free. He
would still need 168 delegates in these eight states. They award their district
delegates to the winner in each district and their at large delegates to the
winner statewide (with one exception). Most of these states give each congressional
district three delegates. Missouri awards five delegates per districts, at the
expense of statewide delegates that number just 12.
It is possible to win
a state without winning a majority of the districts, but that is not very
likely on the Republican side. Someone other than the statewide winner has won some
Congressional Districts, but so far they have been relatively small in number:
Arkansas 2nd, Georgia 5th and 6th, Oklahoma 5th,
Louisiana 4th and Virginia 7th, 8th, 10th
and 11th. This split can hurt Trump’s delegate accumulation, both because
he could lose CDs in states he might be likely to win (Indiana) and because he
could by lose additional CDs on top of losing states that are a bigger
challenge for him, such as California.
The winner-take-most states in chronological order are:
Illinois, Missouri, Wisconsin, Connecticut (proportional at state level unless
a candidate reaches 50% then it’s winner take all), Maryland, Pennsylvania (with
wrinkles), Indiana, and California.
Missouri and Illinois
present very good opportunities for Trump to rack up serious delegate
accumulations. He needs only to win in what seems almost certain to be a four-person
field on March 15th. After that, Trump either took a body blow in
losing Florida or Ohio, or he’ll face longer odds in some districts going
forward because he won’t have the advantages of a four –way race as either
Rubio and/or Kasich has dropped out.
Even assuming an
unlikely clean sweep in Illinois and Missouri, that would only net 121 for
Trump. He still needs 47 delegates. Indiana looks decent for him but the other
five states, Wisconsin, Pennsylvania, Connecticut, Maryland, and California,
are exactly the kind of places where Trump could be stopped. Trump might be
favored to get 47 delegates out of these six states but not by very much. (There
is a Pennsylvania hitch that could make things very interesting but we will
discuss that later.)
Conclusion
Look at all the things that have to go right for Trump to get
to 1237. He needs to win all nine winner-take-all states and every delegate in
Missouri, Illinois, and New York, as well as get the 20 he would be expecting
in Mississippi. He would then still need 47 delegates out of Indiana,
Wisconsin, Pennsylvania, Connecticut, Maryland, and California. A statewide win
in any of these six would likely do it; otherwise, Trump would need the right
selection of 16 Congressional districts to get this done. If anything goes
wrong along the way (Nebraska, South Dakota and Montana are looking iffy for
Trump in light of the Kansas results for Cruz.)
There is also much more time than people assume. Everything could
be going right for Trump all the way up until June 7th, but he still
needs to win delegates on the last day of voting to win. Based on this
calculation and assuming no California delegates, he needs the 107 delegates
from winner-take-all states that vote on June 7th to get 1237. If he
wants to avoid going all the way to June 7th he needs to run the
table including stellar performances in the other near-winner-take-all states.
While Trump had a good night on Super Tuesday and did okay on
Saturday, he did not do nearly well enough to suggest he is in fact on track to
reach 1237. It should also be clear that given that Trump has a clear edge and
everyone else is relatively far behind, no one else has a path to majority
either. The odds of no one getting to 1237 are simply off the charts.
"Trump would need the right selection of 16 Congressional districts to get this done".
ReplyDeleteThere are 53 congressional districts in California alone, so it could happen. Regardless of the number of people in the race, he will get at least 47 delegates in California.