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Joe Biden's entrance into the 2020 presidential race is a seismic shift, here are the rival contenders that are in the most trouble

Apr 25, 2019, 20:08 IST

On the first day of his 2020 presidential campaign, O'Rourke was endorsed by 4 lawmakers not from his home-stateAP Photo/Charlie Neibergall

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  • According to recent INSIDER polling conducted over the course of the spring, 63% of Democrats would be satisfied with former Vice President Joe Biden as nominee.
  • Biden is the frontrunner but overlaps considerably with the competition when it comes to supporters.
  • Kirsten Gillibrand, Amy Klobuchar, Beto O'Rourke and Cory Booker all are drawing on a base of support that also tends to really like Biden. Biden entering is bad for them.
  • Kamala Harris, Elizabeth Warren and Bernie Sanders also overlap with Biden, but are better positioned to survive his entrance and potentially capitalize on other candidacies throwing in the towel.
  • Visit Business Insider's homepage for more stories.

Joe Biden, a Democratic party fixture for a generation who spent eight years as the vice president to one of the Democratic Party's most enduring popular figures, has entered the presidential race.

Biden's potential entry has hovered over the contest so far and led to increased uncertainty in the early part of a Democratic primary already defined by uncertainty. The reality is that it's far too early in the cycle to draw sweeping conclusions about the presidential possibilities of any one candidate.

What we do know, though, is Biden formally entering the race constitutes a fairly seismic shift.

Read more: Former Vice President Joe Biden is running for president in 2020, warning that another term of Trump would tarnish America's soul forever

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INSIDER has been conducting a recurring SurveyMonkey Audience poll that tries to find overlaps in each candidate's constituencies. We're concerned mainly with people who say they're likely going to participate in the Democratic party primary and who said they are registered to vote. We ask who in the race they're aware of and who they'd be satisfied and unsatisfied with as nominee. From there, we can interpret overlapping constituencies and what percentage of a given candidate's pool of support is also being targeted by another contender.

Read more about how the INSIDER 2020 Democratic primary tracker works

Biden is the most popular candidate in the field and conceivably draws support from every candidate's base. But based on the past six editions of this poll, conducted Feb. 15 through Apr. 18, here's who's really in trouble and who could be just fine.

To start, Biden has a lot of things going for him.

The reality is that Joe Biden is well known, well liked, and perceived as someone who could credibly defeat Donald Trump in a general election. He's also got a history in the Democratic party that anchors him as a known quantity politically, which is rare in this field.

Kirstin Gillibrand, Amy Klobuchar, Beto O'Rourke, and Cory Booker are in real trouble.

Lots of campaigns will have to contend with Biden's entrance in the race. Still, based on our polling, four candidates in particular are trying to primarily reach constituencies that like Biden a lot more than the typical Democrat we surveyed.

Overall, 63% of Democratic primary voters we surveyed would be happy with Biden as nominee.

  • Among the surveyed Democrats who'd be happy with Sen. Kirstin Gillibrand as nominee, 69% also would be satisfied with Biden, a figure that is 6 points higher than a typical Democrat.
  • Of those who would be happy with Sen. Amy Klobuchar as nominee, 70% like Biden.
  • Looking at those who'd be satisfied with Beto O'Rourke as nominee, that figure jumps to 71%, an 8 point bump in Biden fans over the baseline.
  • 72% of people who'd be satisfied with Sen. Cory Booker as nominee would also be satisfied with Biden, 9 points higher than the typical Democrat.

The candidates that suffer the most from a Biden entrance are those who overlap the most in constituencies and who are not sure-footed enough in the campaign to guarantee a strong base of voters by the time people head to the polls. Besides O'Rourke, none of these candidates have cracked 5% in Morning Consult's tracker.

There's no guarantees, but if Biden's making a dent on the field one of these four candidacies will likely be the first to show it.

Kamala Harris and Elizabeth Warren could have some problems, but there is also some good news.

Next we come to the campaigns of Sen. Kamala Harris and Sen. Elizabeth Warren. Biden's entrance is actually a little bit more complicated for these candidacies, because while the former VP's presence in the race presents medium-term challenges, there may actually be some short-term benefits.

Essentially, the four candidates specifically threatened by Biden also have supporters who really like the Warren and Harris candidacies, meaning that if Biden's entrance causes one or more of the most vulnerable candidates to bow out of the race, Harris and Warren are best poised to pick up those voters.

Compared to the whole set, the senators from California and Massachusetts outperform among those candidates immediately threatened by Biden, in every single case doing better — often by double digits — than their overall performance among Democrats. Their margins are really good among:

  • O'Rourke supporters (Harris +5 points, Warren +6 points)
  • Booker supporters (Harris +14 points and Warren +10 points)
  • Klobuchar supporters (Harris +20 points, Warren +13 points)
  • Gillibrand supporters (Harris +22 points, Warren +22 points).

A well-orchestrated Biden campaign does pose a major threat, but the Harris and Warren campaign's strong footing means that his entrance isn't immediately troubling.

Biden is a very immediate problem for lots of campaigns, but he's probably not going to matter until the eve of the Iowa caucuses for these two. In the event Biden were to leave the race, Warren and Harris could stand to gain since the pair are also satisfactory nominees for Biden's fans.

Bernie Sanders, Pete Buttigieg, and Julian Castro should be fine — for now.

A few campaigns seem fairly insulated from Biden's entrance.

  • Sen. Bernie Sanders and Biden will likely be locked in a tough fight, but their perceived electability and presidential track records grants them constituencies that overlap more than you might think: 61% of Bernie supporters would also be satisfied with Biden and 52% of Biden supporters would also be satisfied with Bernie as nominee. If anything, their fates are intertwined: should someone emerge from the field as supremely electable, each campaign may lose their perception advantage and suffer despite their differences.
  • South Bend Mayor Pete Buttigieg's supporters don't love Biden the same way Beto, Booker, Klobuchar and Gillibrand's constituencies do. Of those who'd be satisfied with Mayor Pete as nominee, 64% would also be satisfied with Biden, barely a point higher than Biden's performance generally.
  • That same logic goes for Former HUD Secretary Julian Castro. Castro's supporters seriously overlap with Sen. Harris and Sen. Booker, both candidates more threatened than Biden than Castro is. His supporters like Biden only slightly more than Democrats generally.

Tulsi Gabbard and Andrew Yang may actually be better off with Biden in the race.

They're both still quite niche and the sample size isn't as robust as the other candidacies already discussed, but those respondents who'd be satisfied with either Rep. Tulsi Gabbard as nominee or businessman Andrew Yang as nominee were less likely to also support Biden than your typical Democrat.

Less than 55% of Yang supporters also would be satisfied with Biden, a 9 percentage point deficit from the baseline Democrat, and only 56% of Gabbard supporters also liked Biden, a 7-point deficit.

A slew of candidates with low polling numbers could be wiped out.

The last kind of candidacy threatened by Biden is the one that's so starved for attention that regardless of their overlap or distinctions Biden's entrance in the race sucks enough oxygen out of the room that they're imperiled. This includes:

  • Gov. John Hickenlooper and Gov. Jay Inslee, both of whom have bases that like Biden more than your typical Democrat. Two-thirds of Hickenlooper fans and 70% of Inslee backers also would be happy with Biden as nominee.
  • Rep. Tim Ryan, Rep. John Delaney, Marianne Williamson, Sen. Michael Bennet, Gov. Steve Bullock and Rep. Seth Moulton, all of whom have not resonated in the race.

With Biden in, the last remaining puzzle piece for the Democratic primary is in place. The immediate effects of a popular front-runner formally declaring will test all the other campaigns, and some of them likely won't be able to withstand that test.

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