Likely PNP, That's what I have the Governorship of Puerto Rico rated as. On the Basis of Jenniffer González's massive Cash on Hand and Polling Advantages. Despite this, the posibility that PIP Candidate Juan Dalmau wins—though minimal due to the afforementioned advantages—exists. Yet, it's still an uphill climb, and to fully understand why, see the chart bellow.
The Pierluisi coalition—overwhelmingly Metro-centric—is the path which Dalmau needs to follow in order to become Governor. While a difficult task considering Jenniffer González is polling at 37%, 12% ahead of Dalmau's 25%, the real issue that Dalmau suffers from is lackluster support *outside* the San Juan metropolitan area (and to an extent, within).
The 2020 results below highlight what Pierluisi's *actual* path to the Fortaleza in 2020 was: an average of 33% throughout the island regardless of a district's prior partisan makeup and a collapse in the San Juan Metropolitan Area by PPD candidate Charlie Delgado Altieri (Not clearing 30% in Districts San Juan I, Bayamón II and Carolina VIII)
Here, lets take a combined look at where Dalmau & Lúgaro's combined 27% stacks up. 37% and 33% in San Juan I and Bayamón II respectively, followed by 22% in Arecibo III, 23% in Mayagüez-Aguadilla IV, 24% in Ponce V 25% in Guayama VI, 28% in Humacao VII, and 29% in Carolina VIII.
Here, in order to account for the spoiler effect, I have choosen to include an MVC candidate in the sample, considering that it is incredibly likely that they will get between 0.5-1% of the vote, mostly concentrated in the San Juan Metro.
Here, we see that in 2020 Dalmau+Lúgaro failed to cross the 30% threshold in all but two districts, Bayamón II where the Alianza has mostly ceded campaigning to MVC's Jose Bernardo Marquez, and San Juan, which they've gone all in in.
In this haste, outside of the Metro, most efforts have been directed towards consolidating the 2020 voteshare, something that both Full Master Services Polls, as well as the Statewide and San Juan Polls polls have shown is only mostly done.
However, ceding Bayamón II (Outside Bernardo Márquez), and (the yet unmentioned) Humacao VII outside Caguas, as well as Carolina VIII entirely is a decision that will haunt the Alianza, limiting potential gains as they require a significantly more than double digit (potentially needing to cross 45% or 50% in the Senate District) gain in San Juan in order to gain the 6% island wide they need to be in contention.
And Gains (in San Juan, over the PNP) have yet to materialize in polling outside the Margin of error (Some polls show Manuel Natal 1% above Miguel Romero, statistically within the Margin of Error of where he on his own [ and even more when you add 2020 PIP Mayoral Candidate Adrian Gonzalez] finished in 2020)
In fact, due to basically all polls having Miguel Romero and Manuel Natal in a statistical tie, they suggest something between a 6-9% win for Jenniffer González; below the 12% win Statewide polls suggest, but not far off from the Margin of Error (and exactly the relationship showed by LitDataPR's Polls)
Herein, Juan Dalmau—potentially in part off a sympathy bump—only barely reached 28% in the most recent LitDataPR tracking poll, just above The Combined Alianza's 27% showing, but within the margin of Error of 25% which Alianza has been in the past few months.
All of this combined highlights a tendency of Alianza being stuck at their 2020 showing (roughly); with realistic potential of Dalmau winning just barely within the realm of plausibility (it would require the largest polling Error in Puerto Rican History for him to be able to pull it off by 2%) due to the double Digit lead that Jenniffer González has enjoyed throughout this campaign.
Technically speaking Dalmau can win, however at the present—due to him and Alianza all but basically ceding everything outside of San Juan beyond consolidating their vote—it's only at the tail end of realistic possibilities.