Connecticut—While the Nutmeg State has been reliably blue
for a generation now, the last three gubernatorial races have all been relative
nail-biters as plenty of centrist voters unwilling to vote Republican federally
are willing to do so at the state level.
With that in mind, I suspect incumbent Democrat Ned Lamont will prevail
more persuasively this year in his rematch with Republican Bob Stefanowski who
got within 3 points four years ago.
Lamont’s been getting decent marks for his stewardship and lives in a
state where more voters are likely to respond viscerally to the Dobbs
ruling. Prediction: Lamont by 13.
Florida—Incumbent Republican showboater Ron DeSantis was
already poised for a decisive win against his challenger,
Republican-turned-Democrat Charlie Crist who’s been gaming to get his old job
back for more than a dozen years now, but now DeSantis is poised to benefit
from a rally-around-the-flag effect in the aftermath of Hurricane Ian that will
likely give him a further bounce. Crist
picked a bad year to attempt a comeback and since he couldn’t beat the
unpopular Rick Scott in 2014, he was never well-positioned to topple the more
popular DeSantis even as the retiree pipeline continues to make the Sunshine
State a little more Republican each passing year. Prediction:
DeSantis by 11.
Georgia—No matter how abrupt the realignment of the Peach State into the Democratic column ended up being after the trio of big Democratic wins in 2020, I always expected Republican Governor Brian Kemp would prevail in his rematch with Democratic challenger Stacey Abrams this year. This was especially true after Kemp stood up to Donald Trump last year yet still crushed his competition in this year's GOP primary. Now Kemp looks like the moderate elder statesman who would consolidate Republicans, no matter how annoyed many of them were with him, while winning back a number of Biden-voting independents and country club GOP moderates who defected in 2020. Furthermore, Stacey Abrams was always wildly overrated as a politician, venturing into "election denial" territory after her loss to Kemp in 2020 and pressing forward with a muscularly progressive campaign this year despite living in a state that's still pretty conservative. There's no denying that the machine Abrams built and later fortified was fiercely effective in bringing about the Democrats' 2020 wins, but Abrams was never poised to be equally as effective as the face of that movement. Now, as Abrams dabbles in wildly unpopular topics like slavery reparations in the final weeks of the campaign, it's quickly becoming a question of whether she will do so much damage to the entire Democratic ballot that Herschel Walker ends up riding Kemp's coattails to more than 50% of the vote and an outright election day victory on November 8th. It's not at all far-fetched at this point. Prediction: Kemp by 10.
Hawaii—Even unpopular Democratic heads of state in the Aloha
State seem to always get reelected based on the islands’ inexplicably reflexive
tendency toward the Democratic Party.
Two-term Democrat David Ige has never been Mr. Popularity but is
term-limited out anyway, leaving an open seat in which his Lieutenant Governor
and fellow Democrat Josh Green is running.
Perennial GOP candidate Duke Aiona is the challenger for the third time
in the last four cycles and, unless I’m missing something in this low-profile
race, Hawaiians should respond predictably and elect the Democrat by a bruising
margin. Prediction: Green by 33.
Idaho—Just as Hawaii is a lay-up for the Democrats, the Gem
State should be equally predictable for the Republicans. First-term incumbent Brad Little faced a
Trump-endorsed primary challenge from his right (from his own Lieutenant
Governor no less!) but prevailed and heads into the general election effectively
assured of a crushing win against his token Democratic challenger, college
professor Stephen Heldt.
Prediction: Little by 43.
Illinois—First-term Democrat J.B. Pritzker is running for
reelection as a heavy favorite in the Land of Lincoln against his GOP
challenger, State Senator Darren Bailey.
Even though this race is poised to be a blowout, expect to see Bailey
win something pretty close to a clean sweep of downstate counties while
Pritzker dominates in Chicagoland. It
was inevitable that Illinois politics would eventually break down this way to a
degree, but the degree to which Democrats realigned the staunchly Republican
upscale suburbs of Chicago along the way was definitely less predictable. Expect to see a close approximation of the
Biden map in Pritzker’s victory.
Prediction: Pritzker by 15.
Iowa—In retrospect, I suspect the 2018 midterm cycle will be
looked back upon as the last cycle when Iowa was a genuinely purple state
before realigning in the direction of Missouri and other red states with similar
white working class-heavy demographic profiles.
And even in 2018, Republican Governor Kim Reynolds pulled off a surprise
3-point win against her favored Democratic challenger. The Hawkeye State shows all signs of
consolidating further into the GOP column four years later and Reynolds is
poised for a much cleaner re-election win this fall against underfunded
Democratic challenger Deidre DeJear.
Prediction: Reynolds by 18.
Kansas--One of the bigger surprises on election night 2018 was Democrat Laura Kelly prevailing in a three-way race for Kansas Governor, with that year's GOP emissary being deemed too conservative for one of the nation's most dependably Republican states. Four years later, Kelly is running for re-election and I'm going into my prediction with a significant polling deficit and little sense of the state of the race. On one hand, Kansas seems to be inching leftward, fueled by the upscale suburbs of Kansas City, and it's not at all inconceivable that Kelly could replicate her 2018 coalition. On the other hand, she has a less controversial Republican challenger this cycle with Attorney General Derek Schmidt and the state's reflexive GOP lean could prove harder to crack, particularly in a more conservative year. Last summer's abortion rights vote certainly mapped out a path to victory for Kelly, and I wouldn't be overly surprised if she was able to capitalize on it, but absent much hard data telling me otherwise, I'm deferring to the fundamentals and predicting that she gets replaced by Schmidt. Prediction: Schmidt by 3. (GOP +1)
Maine—Controversial former Republican Governor Paul Le Page
decided to return to Maine after exiling in Florida after his second term, and
he’ll be challenging the woman who replaced him, Democrat Janet Mills, who is
now running for her own second term. Le
Page outperformed expectations in both of the strong Republican years that he
ran last decade, but never got 50% as he always slid into office amidst divided
opposition. Particularly in the era of
ranked-choice voting which Maine has now, Le Page looks like a serious
underdog, with polling bearing that out so far.
I’ve learned to never underestimate Le Page’s ability to pull off
surprise victories, but I still think Mills is quite a bit more likely to get a
second term as Le Page is to get a third term.
Prediction: Mills by 7.
Maryland—Despite being one of the most Democratic states in
the country, Republican Larry Hogan has served as its (relatively popular)
Republican Governor for the last two terms but is bowing out this year, for
which the Democrats are probably pretty lucky.
The Democrats lucked out even more when the GOP chose hard-right election
denier Dan Cox as their nominee for 2022.
A closely contested Democratic nomination fight found former Robin Hood
Foundation CEO Wes Moore prevail, and every indication is that Moore is poised
for a dominating win against his untenable opponent. Expect turnout to be light however. Prediction:
Moore by 30. Dem Gain (Even)
Massachusetts—Another deep blue state with another retiring
moderate Republican Governor. Charlie
Baker is throwing in the towel after two terms, leaving an open seat that seems
very likely to change partisan hands.
Democratic Attorney General Maura Healey emerged victorious in her
primary and would really have to mess up to lose to her GOP challenger, former
state representative and losing 2018 U.S. Senate candidate Geoff Diehl. With the obvious “Martha Coakley” caveat
spoken for, reproductive rights are a big deal in Massachusetts and it would be
pretty tough for Diehl to win in a cycle with the Dobbs ruling backdrop. Prediction:
Healey by 20. (Dems +1)
Michigan—A year ago, I wouldn’t have expected to go into the
2022 midterms with Michigan Democrat Gretchen Whitmer well-positioned for a
second term, but for most of this cycle it certainly seemed as though Whitmer was poised to cruise to re-election against a lackluster slate of GOP challengers. That's become slightly less clear in the last month as the race seems to be trending toward the 2020 fundamentals. Republican challenger Tudor Dixon often comes across as a right-wing nut, but she's put forward a more eloquent litigation of Whitmer's first term than anticipated in the last month and appears to have made a contest out of this race. If Whitmer hangs on, as I still think she will, I expect the margin of difference will come from the Grand Rapids area, which has been trending blue in recent cycles to help compensate for so much other territory that's moved the other direction in the last decade. Prediction:
Whitmer by 3.
Minnesota--Four years ago, Democrat Tim Walz won an open-seat election by 10 points in a very strong Democratic year in the Gopher State. Walz was a heavy favorite to be re-elected, but there are signs of vulnerability due to a combination of Minnesota-specific events, a growing ideological split between moderates and progressives in the state, and the wild card of two marijuana-themed minor parties that could split the vote in a way that imperils Walz. Republican challenger Scott Jensen is not a particularly impressive and has pivoted wildly over the past two years from a deal-making suburban moderate in the legislature to a raging anti-vax ideologue who wrestled the party's gubernatorial nomination and then back to a center-right consensitarian in the general election, but he's still managed to position himself with a path to victory. With a little bit of well-timed anti-DFL backlash and quite a bit of luck with third-party spoilers, it wouldn't be the craziest thing in the world if Jensen pulled off the upset. Right now though, I'm betting Walz ekes out a slim victory based on the same strong numbers in Hennepin County suburbs that saved Hillary in Minnesota in 2016. Prediction: Walz by 2.
Nebraska—With two-term GOP incumbent Pete Ricketts retiring,
it was a dogfight for the Republican nomination to replace him and former
University of Nebraska regents director Jim Pillen narrowly prevailed. In the Cornhusker State, the Republican
nomination is the only election that counts as the Democratic nominee, state
Senator Carol Blood, will be left as a blood stain underneath Pillen’s bootheel
by Nebraska voters, although Blood’s home base in suburban Omaha might support
her enough to hold down GOP margins from what they may have been a generation
ago. Prediction: Pillen by 27.
Nevada--Just as I believe 2022 is not gonna be the Democrats' year in the Silver State's Senate race, I also believe Democratic Governor Steve Sisolak is in big trouble in his bid for re-election. Sisolak's Republican challenger, Clark County Sheriff Joe Lombardo, has a narrow edge in most available public polling just as Adam Laxalt does in the Senate race. More than any other state in the country, early voting data tells us the majority of what we need to know about how the race will end in Nevada, meaning it should be pretty clear the weekend before the election if Democrats are poised to match expectations or not in the state. However, the wild card for 2022 is that there's a real chance that plenty of registered Democrats (particularly Hispanics) and certainly an outsized portion of independents will be voting Republican this year. Based on everything I've seen though, it's hard to argue that Lombardo doesn't have an early edge in unseating Sisolak. Prediction: Lombardo by 2 GOP gain (Even)
New Hampshire—One of the biggest dodged bullets Democrats
got this cycle was when the Granite State’s popular GOP Governor Chris Sununu
declined to challenge vulnerable Democrat Maggie Hassan in the U.S. Senate
race. Sununu is instead opting for
another two-year term as New Hampshire Governor, and after a dominating win
with considerable downballot coattails in 2020, Sununu is well-positioned for
an encore against this year’s Democratic challenger, state senator Tom
Sherman. Prediction: Sununu by 26.
New Mexico—In 2020, GOP newscaster Mark Ronchetti put up a
much stronger fight than expected in his Senate race against Democrat Ben Ray
Lujan, holding Lujan to a modest 6-point margin of victory. This year, Ronchetti is trying his luck in
the gubernatorial contest against Democratic incumbent Michelle Lujan Grisham,
and it’s not particularly clear at this point where the race stands. New Mexico was an island of COVID-era
lockdowns in a generally liberated region, and I suspect that hurt her standing
some. Nobody has a sense of where
the partisan loyalties of Hispanic voters stand in the post-Trump era, and it
will be highly determinative in a state where Hispanics are the majority of the
electorate. Absent much evidence to the
contrary, I’ll give Lujan Grisham a narrow benefit of the doubt but I suspect
the race will be close and I wouldn’t be stunned if Ronchetti pulled out an
upset. Prediction: Lujan Grisham by 2.
New York—One of the most unlikely ascendancies to the top of
the political universe came in the form of New York’s Democratic Governor
Kathy Hochul, a short-time Congresswoman from upstate New York who stumbled her
way to the governorship and is now running for her first full term. But Cinderalla stories are often felled as quickly as they're constructed, and right now Hochul is not
looking as strong as one might expect for an incumbent Democrat in the Empire
State. Her opponent is Long Island
Republican Congressman Lee Zeldin who just might put up a reasonable fight and
consolidate the white ethnic vote in the New York City area that has generally
stood by Andrew Cuomo in the three previous gubernatorial contests. The flawed logic in New York and other blue states was that the Dobbs ruling would overwhelm other voter concerns, and Hochul more than any other political leader has made preserving abortion rights as the centerpiece of her campaign. The issue seems to be increasingly falling flat everywhere, but particularly in New York where disproportionate numbers of voters seem to feel secure that abortion rights will be preserved and are wondering what Hochul plans to do on other matters if given another term. Fortunately for Democrats, it seems likely that Hochul detected the messaging problem early enough that she might avoid the perfect storm scenario where Zeldin was able to take advantage of the timing and upset her. At this point, I'm inclined to believe Hochul will be able to pivot the race to become a referendum on the challenger enough to not only win, but narrowly outperform the polls. Hochul may not win pretty by the standards of
a Democrat in New York, but I’m entirely confident she’ll still win. But the milquetoast nature of her win could easily come with dire consequences in a number of battleground House districts, particularly upstate. Prediction:
Hochul by 11.
Ohio—The Buckeye State has trended somewhere painfully close
to Safe R since the dawn of the Trump era and moderate Republican Governor Mike
DeWine’s biggest threat came in the Republican primary. But after prevailing in the primary, DeWine
was on a glide path to reelection and even polling samples showing a close Senate
race have showed DeWine crushing Democratic challenger Nan Whaley, the mayor of
Dayton who was a pretty good recruit on paper but stands poised for a big
embarrassment in November. Prediction: DeWine by 20.
Oklahoma—Early polling is showing a close race for Governor
in the Sooner State, but I’ve seen this movie before. Four years ago, a race that was within the
margin of error in pre-election polling wound up as a double-digit GOP rout for
Kevin Stitt, the Republican running for a second term this year. While Stitt has his vulnerabilities and
there’s some degree of exhaustion with the GOP in the state, it remains one of
the nation’s most conservative states and I expect Stitt will comfortably
prevail again with the polls, as usual, undercounting working-class Republican
voters. The Democrats are fielding a
pretty strong challenger in Superintendent of Instruction Joy Hofmeister,
herself a Republican until she changed parties in opposition to Oklahoma’s
long-controversial school funding policy.
Expect Hofmeister to score some decent wins in the state’s urban centers
just as Democrat Drew Edmondson did four years ago, but the rural jurisdictions
of Oklahoma where Democrats dominated a generation ago have realigned as
staunch GOP strongholds and have all but entirely erased any path to victory
for a Democrat running statewide in Oklahoma.
Prediction: Stitt by 11.
Oregon--The Democrats have an amazing 40-year winning streak in Oregon gubernatorial elections, which is particularly impressive considering that Oregon was at best a purple state back in the 1980s when the streak began. The Beaver State is a solidly blue state nowadays and for as far back as I can remember the close races always seem to swing to the Democrats come election day. This tendency will be put to its biggest test in more than a decade this year with the open gubernatorial seat vacated by two-term Democrat Kate Brown. Like so many states with large blue metro areas, the fault lines of Oregon politics have become a bitter geographic divide between Portland and everybody else. Couple that with general Democratic exhaustion and a potential third-party spoiler and the gubernatorial race in Oregon is a toss-up. Former Speaker of the House Tina Kotek is the underperforming Democratic nominee while former House Minority Leader Christine Drazan is the Republican nominee. Drazan is in the game largely because former Democratic lawmaker Betsy Johnson is running as an independent and pulling in double-digit margins in the polls. Polling suggests the race is a crap shoot, meaning I'll lean on past precedent to make my call. Going back to 2000, most analysts predicted that "the Nader factor" would lead George W. Bush to victory in the Beaver State, but come election day, Nader's numbers came in at about half of expectations and the beneficiary of Nader-curious voters getting sweaty palms was Democrat Al Gore, who won the state largely because liberal voters came home. My bet is that history will repeat itself, with fear of electing a Republican Governor with 40% of the vote will inspire a number of Betsy Johnson voters to flip to Kotek at the last minute. That's just a gut prediction though and it wouldn't surprise me if the political climate ultimately fails Kotek in her quest to be Governor. Prediction: Kotek by 2.
Pennsylvania—Most of the questionable choices made my
MAGAfied Republican primary electorates this year came in the Senate contests, but
arguably the biggest own goal of all was the GOP’s Trump-endorsed emissary for
the Keystone State’s gubernatorial contest.
Doug Mastriano was present at the January 6th attacks and has
a long record of wild statements that seem to have disqualified him from
consideration for most Pennsylvania voters, making him perhaps the only highly controversial GOP nominee that really has been disqualified by voters.
State Attorney General and Democratic nominee Josh Shapiro appears to be
running away with the race to replace two-term Democrat Tom Wolf even as the
Senate race tightens. Had Republican
primary voters gone with former Congressman Lou Barletta, this would likely
have been a battleground race, but they insisted on having a Christine
O’Donnell moment and will pay dearly for it.
Prediction: Shapiro by 12.
Rhode Island--Perhaps the blankest slate of the nation's potentially competitive gubernatorial elections is the Ocean State, where appointed Democratic Governor Dan McKee (whose predecessor is now in the Biden administration) is seeking a full elected term. McKee eked out an unimpressive primary victory nabbing less than 33% of the vote in a multi-candidate field, which tells me he's not coming into the election from a place of strength. I have no idea how strong of a challenge his GOP opponent, businesswoman Ashley Kalus, is putting up and after such a late primary only a month ago, and there's effectively zero general election polling to give me any indication of which way the wind is blowing. With that in mind, all I have to base my prediction on are the fundamentals, so given Rhode Island's deep Democratic lean, I'll operate under the assumption that it will be advantage enough for dragging McKee across the finish line. Of course, a single public poll would be highly clarifying and quite easily foretell a Kalus upset. Prediction: McKee by 4.
South Carolina—Republican incumbent Henry McMaster is
running for his second full term as Governor in the Palmetto State and looks to
be a considerable favorite despite having a relatively strong challenger in
former Democratic Congressman Joe Cunningham.
Cunningham, who won an upset in a suburban Charleston Congressional race
in 2018, was swept out of office two years later and had few places to go from
there so he decided to challenge McMaster.
Unfortunately for him, a Democrat winning statewide office remains a
tough slog in South Carolina as Jamie Harrison discovered in 2020. There’s little in the way of buzz about this
race less than a month before the election which is a pretty good indication
McMaster is poised to win handily.
Prediction: McMaster by 15.
South Dakota—It’s hard to believe that four years ago,
Republican Kristi Noem barely won her first gubernatorial race in the dark red
Mount Rushmore State, particularly given that she’s since raised her profile as
a national figure espousing a muscularly libertarian platform during the
pandemic and clearly has aspirations far beyond the plains of South
Dakota. There are some significant
ethics charges that have dogged Noem in the past year and may turn out to be
more impactful that I’m giving credit for, but I’m confident she’ll blow right
past them and handily defeat her Democratic challenger, state House Minority
Leader Jamie Smith. It’s impossible to
overstate how dead the Democratic Party has become in the once-bipartisan Mount
Rushmore State during the Trump era.
Prediction: Noem by 35.
Tennessee—One of the only states where the Democratic Party
is even more dead than South Dakota is in Tennessee, where Republican Governor
Bill Lee is going to absolutely cruise to a second term against his Democratic
challenger, a random doctor named Jason Martin.
Interestingly though, Martin is from the Nashville suburbs, a region
which showed some movement toward Biden two years ago. I’ll be curious to see if the trend
continues, but even if it does, Lee will still dominate statewide. Prediction:
Lee by 28.
Texas—I’m a bit surprised at the relative competitiveness of
the Lone Star State’s gubernatorial election as I figured Democrat Beto
O’Rourke had beclowned himself out of consideration for future elected office
in Texas after his 2020 Presidential campaign embarrassment. But polls show O’Rourke trailing Republican
incumbent Greg Abbott by mid-single digits and suggest that the “Dallas
debutante vote” in upscale suburbs may have genuinely realigned from red to
blue. On the other hand, I suspect
polling is oversampling the college boy vote just like it always does while
likely undersampling the Hispanic vote in the Rio Grande Valley, a demographic
that shows all signs of being done with the Democratic Party largely thanks to
their incompetent stewardship of the border.
In the end, I think the days of double-digit GOP landslides in Texas may
be over but I still think that despite his warts and a shrinking demand for the
laissez-faire utopia for big business that is Greg Abbott’s brand, he’ll still
win decisively, and probably better than the polls suggest. Prediction:
Abbott by 10.
Vermont—The Green Mountain State is arguably the nation’s
bluest, but they have a popular Republican Governor in Phil Scott who is
running for another two-year term and seems assured of reelection. His Democratic challenger, nonprofit
executive Brenda Siegel, seems unlikely to shake even base Democratic voters
away from their comfort level with the moderate Scott. Had Scott elected to run for Senate rather
than another gubernatorial term, his popularity probably wouldn’t have carried
over into a victory, but for as long as Scott chooses to run for Governor, I
like his chances of continuing to win.
Prediction: Scott by 38.
Wisconsin--If there was one state in the country where the politics of abortion should be having an impact, it's the Badger State, where a centuries-old law rendered abortion illegal instantly after the Dobbs ruling dropped last summer. Factoring in that Wisconsin (narrowly) went for Joe Biden last year and the fact that the state's brutal gerrymander has gifted the GOP with supermajorities in both houses of the legislature and it seems like it should be a slam-dunk that noncontroversial Democratic Governor Tony Evers would be a shoo-in for re-election as a check against conservative overreach. Only that's not happening. Polls are indicating a photo finish on the horizon between Evers and GOP challenger Tim Michels, a construction company owner who lost by double digits to Russ Feingold in the 2004 Senate race. Michels has no business being competitive in this race but at this point it seems more likely than not that he'll win, reinforcing the notion that Wisconsin is realigning into a red state just as neighboring Iowa did a few cycles ago. Prediction: Michels by 1. GOP gain. (GOP +1)
Wyoming—Arguably the nation’s most anonymous Governor,
Republican Mark Gordon is running for a second term in the nation’s reddest
state as a cinch for reelection. His
Democratic challenger Theresa Livingston will likely win affluent Teton County
and nothing else. Prediction: Gordon by 49.
Ultimately, I'm betting on a net GOP gain of one gubernatorial mansion. That doesn't seem particularly impressive in a good GOP year, but the novelty of having incumbent Republican Governors in Maryland and Massachusetts throws off the curve a bit. Furthermore, an additional breeze in the GOP's direction could enlarge their haul by several with Michigan, Minnesota, New Mexico, Oregon, and Rhode Island potentially on the bubble. Certainly in the national popular vote in gubernatorial races, I think it's a safe bet that the GOP either wins outright or at worst vastly outperforms their 2018 numbers in the same 36 states.
I'll be back next week with general House predictions and some final thoughts about the parties' respective messaging this election cycle. As usual, I'm feeling some excitement about it as the election approaches, but everything about the way our electoral coalitions are lining up since the dawn of the Trump era has me depressed and checked out. If things go the way I expect they will on November 8th, it'll be harder than ever to muster up the energy for my "post-game analysis", but I'm sure I will soldier through it.
2 Comments:
Once again you are very close to my predictions. The only difference is that I am still thinking Dems lose OR but would love to be wrong. If you are predicting something like a 242-193 Republican House, we’ll be very much on the same page there as well.
I feel like I need another week (which thankfully is when I'll make my final prediction) to get a feel for just how bad things will be in the House but it certainly seems like the bottom is falling out right now.
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