"New" States Get the Hype, But the Electoral Map Hasn't Changed Much in 2020

To a certain type of election-watcher, there are few things more exciting than witnessing a state that was once loyally partisan transform into a fiercely contested battleground. Recent public opinion surveys suggesting that Joe Biden is running a close race against Donald Trump in Texas and Georgia—two traditional Republican bastions that have not been competitive in presidential elections since the 1990s—and now leads in Arizona, which has voted Democratic for president only once (1996) in the past 70 years, have, unsurprisingly, received widespread attention from political commentators.

But the complete picture of the emerging electoral map in 2020 reveals far more continuity than change. The current era of presidential elections is distinguished by a historically unmatched degree of consistency in state-level partisan alignments, as depicted in this chart from my book Red Fighting Blue: How Geography and Electoral Rules Polarize American Politics:

Of the 37 states (plus the District of Columbia) that voted for the same party's nominees in each of the five presidential elections between 2000 and 2016, Arizona, Georgia, and Texas seem to be the only plausible candidates to break their streak in 2020—unless the next few months turn so dramatically in Donald Trump's favor that he manages to carry Minnesota or Maine. But even the potential addition of new Sun Belt territory to the familiar Midwest-centered battleground state map doesn't mean that there has been a significant partisan realignment of the South or Southwest over the past four years. What the close recent polls in these states really indicate is not that Trump has developed an unusual regional weakness, but rather that Biden now has a national lead strong enough to pull a few Republican-leaning states into the "competitive" category.

If we compare the two-party popular vote outcome in 2016 with today's two-party polling margin as estimated by The Economist's daily forecasting model for the 16 states where both parties received at least 45 percent of the vote in the last election, we see (after accounting for sampling error and variations in data quality) what looks like a fairly uniform pro-Democratic shift nationwide:

New Mexico	Clinton +9	Biden +13	Change: +4 D
Virginia	Clinton +6	Biden +11	Change: +5 D
Colorado	Clinton +5	Biden +14	Change: +9 D
Maine	Clinton +3	Biden +10	Change: +7 D
Nevada	Clinton +3	Biden +7	Change: +4 D
Minnesota	Clinton +2	Biden +9	Change: +7 D
New Hampshire	Clinton +0	Biden +6	Change: +6 D
Michigan	Trump +0	Biden +8	Change: +8 D
Pennsylvania	Trump +1	Biden +5	Change: +6 D
Wisconsin	Trump +1	Biden +6	Change: +7 D
Florida	Trump +1	Biden +4	Change: +5 D
Arizona	Trump +4	Biden +3	Change: +7 D
North Carolina	Trump +4	Biden +2	Change: +6 D
Georgia	Trump +5	Trump +0	Change: +5 D
Ohio	Trump +9	Biden +1	Change: +10 D
Texas	Trump +9	Trump +3	Change: +6 D
Iowa	Trump +10	Trump +2	Change: +8 D
NATIONAL	Clinton +2	Biden +8	Change: +6 D

Polling estimates are, of course, inexact, and all three of the new Sun Belt battlegrounds had already swum against the national tide by becoming "bluer" between 2012 and 2016. But the best recent evidence indicates that these states remain more Republican than the national average, and are currently competitive mostly because Biden is well ahead in the overall popular vote. Even so, Biden appears to have a consistent lead only in Arizona, and he still trails Trump in Texas.

If Biden's current advantage is changing the electoral map in some ways, it's working against change in others. After Trump won Ohio and Iowa by unusually wide margins in 2016, some analysts speculated that both states would lose battleground status in 2020, conceded to the GOP from the start of the campaign. Ohio and Iowa remain clearly Republican-leaning in 2020 compared to the nation as a whole, but Biden's overall lead allows him to keep both states in play (at least for now), and the Trump campaign is indeed spending money to defend them.

A scenario in which Biden maintains or expands his current margin would allow Democrats to consider deploying campaign resources into these states in pursuit of a decisive national victory and gains in downballot offices. But if the race starts to tighten, diverting attention to red-leaning states will be considerably less appealing, and Democratic dreams of "expanding the map" will need to wait for a future contest. Either way, the electoral college outcome in 2020 is still likely to pivot on the four states that Trump carried by narrow margins in 2016: Michigan, Pennsylvania, Wisconsin, and Florida. And there's nothing new at all about those particular states deciding who the next president will be.

Could Texas Be a Swing State in 2020?

The well-regarded survey research center at Quinnipiac University released a poll of Texas on Wednesday that attracted some attention around the political world. It showed Joe Biden leading Donald Trump in the state by 4 percentage points (48 percent to 44 percent) in a 2020 trial heat, with other major Democratic candidates slightly trailing Trump by margins of 1 to 4 points. Texas has not been actively contested in a presidential election since 1992, and Barack Obama lost the state by 16 points as recently as 2012. But the Republican margin narrowed to 9 points in the 2016 election, and Beto O'Rourke's 2018 Senate campaign attracted more than 48 percent of the vote—the best statewide showing by a Democratic candidate in decades. Has Texas's long-predicted shift from red to purple finally arrived?

There are reasons to believe that Texas will be less enthusiastic about Trump's re-election than other traditionally Republican states. It contains both a large non-white population and a substantial number of white-collar voters residing in large metropolitan areas—a segment of the electorate that has been trending Democratic for years but is especially anti-Trump. Texans are also young, relatively speaking; the state has the third-lowest median age in the nation at a time when the partisan generation gap is at a record high.

In theory, the ability to put Texas's 38 electoral votes in play would be a major advantage for the Democratic Party; adding it to the states carried by Hillary Clinton in 2016 would give Democrats an electoral college majority without the need to flip Michigan, Wisconsin, Pennsylvania, or Florida back from the Republican column. But it's much more likely that Texas would be a "reach" state at best for the party: still more Republican-leaning than the average, and truly up for grabs only in a situation where the Democratic ticket is already heading for a comfortable national victory. The state's very size will also dissuade Democrats from building an active campaign unless they really think they have a good shot at winning: to actually compete in Texas requires a multimillion-dollar investment in advertising and field organization. O'Rourke raised an astounding $79 million for his Senate race last year, and yet amassing the nation's biggest campaign war chest still wasn't enough to deliver him a victory.

It's more likely that any further immediate change in Texas's partisan alignment will register most visibly in the House of Representatives. In 2018, Democrats captured two seats long held by the GOP and held ten other Texas Republicans to 55 percent or less of the popular vote. A continued pro-Democratic drift in the suburbs of Houston, Dallas, Austin, and San Antonio would itself put enough new districts into play to provide Democrats with a valuable boost in their quest to protect or expand their national House majority in 2020.

For this reason alone, a Republican presidential administration would normally be reluctant to push too hard on policies that disproportionately hurt the Texas economy in advance of a major election. But the Trump White House, which (among many other idiosyncracies) lacks a conventional political shop with influence over top presidential decisions, is poised to impose tariffs on goods from Mexico as soon as next week, even though Texas ranks second in the nation in its economic dependence on Mexican imports. Texas is still very unlikely to actually turn blue in 2020. But if it were to occur somehow, such actions will look in retrospect like textbook cases of political malpractice.

The Quiet Reinvention of Ted Cruz

It's hardly unusual for an incumbent politician to kick off a re-election campaign by producing a television ad recalling a past crisis when he provided both personal comfort and—even more importantly—public resources to his constituents in their moment of need. But when that politician is better known for taking symbolic stands on the floor of Congress than for working pragmatically with others to deliver material benefits to his home state, even a fairly ordinary 30-second spot seems like a window into a larger personal reinvention.

The politician in question is Texas senator Ted Cruz, who built a national reputation as a Tea Party-aligned conservative purist during the second term of the Obama presidency before running for president himself in 2016. Earlier this month, Cruz, now seeking a second term in the Senate, released his first positive campaign ad of the year, which emphasized his role in securing federal funds on behalf of the victims of Hurricane Harvey and featured video clips of the senator—not normally known as a touchy-feely type—embracing and holding the hands of disaster-afflicted citizens. The Cruz portrayed in the ad is indeed a fighter, but for the immediate interests of fellow Texans rather than for timeless ideological principles.

Cruz appears to have good reason to recast his public persona. Unlike other candidates like Bernie Sanders, Marco Rubio, and John Kasich, who returned home with their popularity intact after losing the 2016 nomination race, the elevated visibility that Cruz received by running for president damaged his reputation among Texas voters. According to University of Texas surveys, the proportion of state residents holding a favorable impression of Cruz peaked at 46 percent (compared to 34 percent reporting an unfavorable impression) in June 2014; by the end of his presidential candidacy two years later, Cruz's favorability rating had sunk to just 31 percent (versus 48 percent unfavorable).

Cruz seems to have enjoyed a bit of a rebound since then; the latest UT survey, from June 2018, gives him a 41 percent favorable rating and a 42 percent unfavorable rating. But that showing still places him in a potentially vulnerable position as he seeks re-election, even as a Republican incumbent in a Republican state. Indeed, multiple recent polls—including a survey released this afternoon by NBC News—have found Cruz with just a single-digit lead over his Democratic challenger, El Paso congressman Robert "Beto" O'Rourke, who is running an energetic and well-funded, if at times amateurish, campaign. Cruz is still clearly favored to win, but he can't simply coast to a second term—and even a narrow victory would represent an undeniable sign of political weakness, given the massive head start bestowed on any Republican by the strong partisan lean of the Texas electorate.

Buzzfeed's recent profile of O'Rourke revealed that the Democrat's campaign "proudly employs no pollsters or traditional consultants," which seems like a very odd thing to be proud of. Cruz, presumably, has not adopted such a policy. Indeed, the visible change in his public behavior since returning to the Senate from the presidential campaign trail two years ago suggests a deliberate shift in strategy informed by direct evidence of declining popularity back in his home state. Once best known for delivering floor speeches blasting the Republican leadership as sellouts to conservatism and for leading the right wing of his party into procedural confrontations on behalf of ideological causes, Cruz has been a fairly quiet senator for a while now. In some ways, the Cruz of the new TV spot, bringing home the federal bacon to Texas with a hug and a smile, is just the latest version of a personal reinvention that began even before O'Rourke emerged as a viable challenger.

Such a change of course may only confirm the suspicions of critics—like many of his eye-rolling Senate colleagues—who found Cruz's previous persona as a tireless defender of sacred principles to be merely the product of transparently insincere and self-serving calculation. But all politicians must change with the times or risk defeat. Lindsey Graham was once one of the fellow senators most frequently infuriated by Cruz's behavior, calling him "at his core . . . an opportunist" among many other pejoratives. Of course, Graham also trashed Donald Trump in the press for months, but has more recently become one of the president's golf partners. In politics, opportunism is less an occupational hazard than a virtual inevitability.

Cruz has ultimately found himself in the same place as many other Republicans, struggling to adapt to the massive changes that have occurred since Obama gave way to Trump—both within the Republican Party and in the larger political climate. Some Republican members of Congress, such as many of Cruz's former Capitol Hill allies in the House Freedom Caucus, have become enthusiastic supporters of their new party leader; a few others have voiced open criticism (usually on route to departure from office). But most Republican politicians have cautiously stayed in the middle, calibrating their words and actions to satisfy the conservative activist base without staking their own public reputation on Trump's behavior. Once an attention-grabbing insurgent within his party, Cruz has become one more Republican hoping to be among the survivors of the high winds whipped up by this season's political hurricane.