We are 24 Days until the 5th of November 26 days from my first update, (and 21 Days from the 21st night of September) and there's much to talk about with respect to Puerto Rico. (some of it interesting!)
Once more, like september, I begin with the—still uncompetitive—Gubernatorial election. Since my last update, due to a new El Nuevo Día (ENDI) poll coming out, Jenniffer González has lost -1% in the average, Jesus Manuel Ortiz -2%, and Juan Dalmau has gained 4% with Javier Jimenez Gaining 5%.
This 12% Margin for Jenniffer Gonzalez is the state of the race as far as non-partisan observers are concerned. With (as an example) no ENDI October Poll showcasing a change in the state of the race compared to their final one large enough to overcome this gap. As a result, barring something historical and unexpected; Jenniffer González will be the next governor of PR
Despite this topline, i the interim, we've also had some District polls come out, these point to a closer race however with the PPD in a much stronger position than apears in the topline Polls, which also point to a closer race for Governor. See Below.
Here, the Polls, both conducted by the Western Puerto Rican Polling group Full Master Services highlight something different to what island-wide polls are saying: the PPD holding steady.
Between the two of these, however, only the one on Mayagüez-Aguadilla IV, Published by the Podcast Puestos Pal Problema, run by PPD funcionaries, is a major outlier, suggesting an 9% decline in Jenniffer Gonzalez's voteshare and 2% increase in Jesus Manuel Ortiz's
Such a result, if applied to the rest of the island, would put JMO as a modest ~5% favorite over PIP candidate Juan Dalmau, who gains 1% over the combined Alianza (Dalmau/Lúgaro) voteshare in 2020.
However, no other poll shows what this likely PPD internal is showing.
In fact, the other Full Master Services Poll, the one of the municipality of Ponce—if coalitions line up with 2020, sugests something closer to a 6-7%—for Jenniffer Gonzalez over Juan Dalmau, likewise with the PPD holding stronger than the statewide polls would suggest. With a slight 2% decline for the Alianza. This top-line result is within the above average's error but since regions have potential to trend, won't be taken as a direct implicature as such.
Both of these polls are being taken into account, as they potentially signify 2 things, 1) potentially more PPD strength in the West than the statewide average indicates & 2) Alianza being roughly around their 2020 Voteshare once undecideds are taken out (with undecideds they're beneath in both, like in the topline averages, without, they're right where they were in 2020.
In turn overall, this polling data—both the average and district polls—shows what is basically no growth, or loss on net for Alianza compared to 2020. Which would be a midling result for them in the governorship, but not on the district level, where holding their numbers (if Juan Dalmau's votes translate down ballot which isn't neccesarilly true everywhere as most all PIP's underperformed him in 2020) would indicate a decent night for them in the legislature.
Overall however, the Gonzalez+12% average is an advantage that, while can shift significantly in the remaining month, has been historically insurmountable, we are living in unprecedented times however, so out of an abundance of caution PR Governor remains Likely PNP.
I should note however that the PPD is likely to collapse as the statewide average indicates. Here, using fundraising data gathered by ENDI the PPD's JMO has engaged in a risky high burn rate strategy that has left him with only $138K in the final stretch whilst Jenniffer Gonzalez leads the pack at $1.7Million, followed by $668K for Juan Dalmau and $460K for Javier Jiménez
so long as she spends the $1.7Million, JGo, who remains net Favorable (+2%, 43-41%) Jenniffer Gonzalez is most likely to win.
Next up we have the Resident Commissionership. Contested between Senator William Villafañe Lawyer Pablo José Hernandez, Senator Anna Irma Rivera Lassén, and PD memver Viviana Ramírez, Villafañe holds a modest advantage over Pablo José.
Here, Per Open Secrets, while Old, Hernandez has the fundraising advantage, with $330K Cash on hand to Villafañe's 34K. Despite this, JGo's lead over Jesus Manuel Ortiz, despite split ticket voting for Hernandez by Dalmau voters as seen in ENDI's poll isn't enough to bridge the gap and overtake Hernandez in the averages
One point that runs counter to this is the aforementioned Full Master Services—likely PPD Internal. See below.
Excluding undicided voters, unlike all but one poll in the average (the recent ENDI poll) both Villafañe and Hernandez are outrunning their gov Candidates (in most Villafañe matches or underuns JGo while Hernandez is universally doing better than JMO). Ramírez matches Javier Jiménez and Anna Irma only underuns Dalmau by 3%.
In terms of directionality both it and ENDI specifically and the averages more generally sugest that Villafañe will underperform JGo on Margin, but not in terms of voteshare (ENDI says that Jiménez voters are splitting tickets for Villafañe too), adding more potential for a directional error to cost him the victory.
Here, Villafañe is closer to historical examples that have led to ENDI polls predicting the wrong winner than JGo—barely. However, for Resident Commisioner's elections errors normally happen because of a close Gov race being found in the polls. In terms of governor Poll Errors Villafañe is outside the error for the second worst ENDI October Governor polling miss since 2000, 2004's 8%, by 2% (he leads ENDI by 10%) and is just within the 2016 one (10% error).
Overall though, these are exceptions and not the rule, as a consequence, Villafañe has a small, but potentially surmountable advantage in the Resident Commisioner's election. Lean PNP.
I should add that, because of voting method, it is a likely possibility that both Ana-Irma and Juan Dalmau—despite being in separate races—pull votes from each other as people vote íntegro or "by party" for each candidate, taking votes away from the other due to "undervote" (the vote will likely head towards the paper MVC Gov and Paper PIP RC Candidates on the ballot, candidates which have not been polled)
Looking Past the Governor and Resident Commisioner Elections we have the Presidential Straw Poll, where we have one Poll conducted between Kamala Harris and Donald Trump, placing the Contest as: Harris (45%), Trump (30%), Boycott (19%).
I've noted before, and will do so again, that the Boycott is primarily contained to the furthest left sections of the Puerto Rican electorate, with MVC and the Alianza endorsing spoiling the ballot, Leading to Alianzista (PIP) Juan Dalmau having the voters with the largest abstencion rate amongst all Gov candidates.
However, I continue to rate the race as Likely Democratic, for the same reasons I rated as such in September: while Polls, Mainland results, and anecdotal Data suggests a safe Democratic contest there is a lack of overall data as to how Puerto Rico will vote—and potential for a boycott to grow—that requires caution to be exercised.
The last of the statewide elections, the Plebiscite, while multiple candidates have called for a boycott no major boycott has materialized. Here, Polling is tracking closely to the October 2020 Data for Progress Poll that tested an RCV vote on the status options
What can be gleamed from this polling data is the same as September, with the plebiscite results being Safe Statehood, and Likely Plurality, However, despite Most polls placing Libre Association at 20% and Independence at 15%, ENDI placing the combined at 44% instead of the usual 35% places a chance for Statehood to fall under 49% under the reported votes.
This is because Blank Ballots or explicit support for ELA are only 9% compared to 18% combined—likely a result of the confusingly worded Libre Association which sounds like Estado Libre Asosiado (Colonial status), which combined with the PPD campaigning on "ELA Mejorado"—a fundamentally illegal status where Puerto Rico has all the benifits of a state, but is a sovereign independent state—likely has prompted PPDs to assume that is a continuation of the current status, but reformed as the PPD claims, when in reality it's another form of independence.
This difference has not been emphasized and likely will have a major effect on the results.
Once more, the rating remains as Safe Statehood, and Likely Plurality.
Now, onto the battle for the San Juan Mayoralty, here, with campaign strategies not changing since last we checked in on them (except for both Natal and Romero arguing that they support the Police more, and Natal arguing against the public Order Ordinance) the polling has marketly shifter from last time.
Here, Romero is losing 6% from September, with Natal gaining 8%. This, however, is mainly a function of the ENDI poll fixing their major underestimation of Alianza—no longer requiring a disclaimer in the process.
As a consequence, Romero leads by 5%, 37-32%, with 13% undecided. (1% goes to independent Candidate José "Joe" Vargas). This lead, and close result, is also explicable by ENDI's latest San Juan favorability polls, which Place Romero at +27% favorable at 62-35%; here, Natal is also up by 22%, 58-36%.
In turn, incumbency, in addition to the polling data places Romero in a decent position where he should be able to win undecided voters, and as a concequence: reelection. However, with a month to go—because Natal is not far behind—the race has shifted from a clear Leans PNP to a Tossup
Taking a look at the senate race, we have 4 shifts compared to September
Mayagüez-Aguadilla IV (Seat 1): Lean PPD > Likely PPD
Mayagüez-Aguadilla IV (Seat 2): Tossup > Lean PNP (Gain)
Ponce V (Seat 2): Lean PNP > Tossup
Bayamón II (Seat 2): Lean PNP > Likely PNP
Here, We have movement because of a mass of downballot polls that suggest these movements.
For example, bellow we have the Likely PPD internal for Mayagüez-Aguadilla IV.
Here we find that Half of all voters in the poll are set to chose the PPD incumbent Migdalia González, with the PPD's second candidate—Juan Vega—being 10% under her decided vote-share.
In turn, this projects a stronger advantage than expected, even for an internal for González, and with the PNP being up in the second seat in said likely PPD internal, we're in the territory where Mayagüez-Aguadilla IV is favored to have a split decision. Likely PPD and Lean PNP in seat 1 & 2 respectively.
Likewise, this western PPD strength shows up to a lesser degree in the Full Master Services Ponce Poll of Ponce, indicating they're holding up better in the municipality by 5% than island wide.
Whilst this still places an advantage for one PNP in the seat seat (Jamie Barlucea—who has a hometown advantage in Adjuntas, where both PNP challengers need to win), as JGo is still wining that poll—and seat—comfortably, the PPD can potentially hold one incumbent through their strength in Ponce, leading to Ponce V being Lean PNP and Tossup in seat 1 & 2 respectively
Lastly, we have Bayamón II, where upon a major scandal for Proyecto Dignidad Candidate César Vazquez has deflated his candidacy and strengthened Incumbent Migdalia Padilla, making it significantly harder for MVC candidate Jose Bernardo Marquez to overcome the longtime PNP advantage in the seat.
Here, the only exceptions that will allow Bernardo to win is if there's a significantly closer than expected race for the governorship, if not (PIP) candidate Juan Dalmau actually winning, something which lies at the very end of the probability scale.
For now I'm moving this seat to Likely PNP, maintaining caution, but for most practical purposes, Migdalia Padilla is set to get a 7th term come november, and the race may move to Safe PNP in my final update.
As a consequence of these shifts, the PNP is at 13 seats in the senate, requiring that they only win 1/3 tossups so as to not be forced to enter into a coalition with any party. As of now, I beleive they will win between 1-3 of the tossups, so the PNP is in a good position to gain the senate in November.
Lastly, we come to the House of Representatives, where we have a slieu of ratings change.
HD-02: Tossup > Lean MVC
HD-03: Lean MVC > Likely MVC
HD-04: Tossup > Lean PIP
HD-17: Safe PNP > Likely PNP
HD-18: Tossup > Lean PNP
HD-19: Likely PPD > Lean PPD
For the three San Juan seats, the reason for the shift is fundamentally that Alianza is holding most of their vote. Here, as mentioned above, the popular Miguel Romero is being held to a competitive Race by Manuel Natal. While to most not indicative of much, the PNP's problem is that Miguel Romero was the Strongest PNP in San Juan who didn't face a disgraced former Governor
The Consequence of these two facts combined—the close race of Miguel Romero and Alianza summing their 2020 votes—plus Jenniffer's Primary weakness in San Juan places all three Alianza candidates in strong positions to win. Had the Alianza been in place in 2020, all would have either won, or barely lost in 2020 had the Alianza been in place.
the other three races, in turn, are moved from what they were rated as in September due to the data provided by the likely PPD internal Full Master Services, while also being squared with what topline polling indicates.
Here in, due to weaker than expected PPD numbers in HDs 17, 18, and 19, with PPD Incumbent and former Aguada Mayor Jessie Cortés Ramos (HD-17) actually trailing, all seats move one degree towards the PNP.
Here, underlying PPD strength that appears when you apply the Statewide Polling average, in addition to the poll's high MOE for these seat's subsamples, the overall PPD strength in the west that appears in both Full Master Service Polls, and (for most) their decent PPD performances in said likely PPD internal limit the said shift to only one degree towards the PNP.
However, for election night I'm noting this over-performance of the district PNP compared to Jenniffer Gonzalez. As, while I think that's an erroneous result due to the lower samples, as well as the fact that for over five years Jenniffer Gonzalez was the most Popular PNP among the island, it's something to keep an eye on that may potentially show up—even if I currently think it doesn't.
Unlike the Senate, however, the PNP isn't completely set to take over the house, needing 3/4 tossups to win, and 2/4 in order to enter into a coalition with one of the minor parties. As a consequence, should PPD and Alianza sum 26 Seats, it will likely be possible to deny the PNP a trifecta, and prevent said party from having complete control over Puerto Rico.
All in all, the state of the race remains remarkably similar to what we saw in October, with the PNP likely to sweep the elections, the Alianza in a strong position in San Juan—with the mayoralty shifting to a tossup, and the PPD in a weak position in the island-wide contests even if the PPD remains in half decent shape in the district and mayoral contests.
Things can still shift from here—majorly too—as there are 24 days to the election, but as of today, this is the state of the contests as I see them.