Romney has to win North Carolina, Florida, Virginia and Colorado and then pick off at least one state where President Obama has a lead to get to 270 electoral votes.
By those metrics, a lot has to fall into place to get Romney an electoral college victory. This reasoning is mirrored in this analysis piece out tonight from AP, Nate Silver’s statistical model and commentary, most other sober analyses I’ve seen and most public betting sites.
The one piece of discordant data is the national poll averages which seem to show it either a dead heat or a very small advantage to Romney.
There are three possibilities. 1) The state numbers are off. 2) The national numbers are off. 3) We’ll have different winners for the popular and electoral college votes. History tells me three is unlikely. It’s also notable that the national numbers are much closer than the electoral numbers. I’m basically persuaded by the argument that the state by state numbers are usually of a higher quality and have more data behind them. But at the end of the day this one is just a bit of a mystery and one I dont — just speaking for myself — find entirely resolvable.
On balance, barring major changes — and the polls seem pretty stable at the moment — President Obama has a much more plausible route (actually a handful of routes) to 270 than Gov. Romney.
Watch Virginia and Ohio. They’ll tell the story.