Silver Bulletin

RSS: https://natesilver.net/feed
Nate Silver 的 Substack,FiveThirtyEight 创始人,关于选举、体育、媒体与风险的分析与随笔。

柴油价格可能在中部农业州重创共和党

Nate Silver 分析 2026 年中期选举:Marist 民调显示民主党参议员候选人 Josh Turek 在爱荷华领先 8 点,而 Silver Bulletin 模型预测差距约 1.9 点,仍比 2024 年 Harris 在爱荷华的表现强得多。 作者指出今年与 Selzer 民调的关键差异在于数据不是孤立异常:自劳工日以来共和党民调全面走弱,民主党 FLIPR 模型整体更新走高,特朗普支持率再创新低。 更关键的是地理模式——民主党的超额表现集中在中部农村、农业和能源大州,Kansas、Nebraska 也变得极具竞争性。作者认为燃料价格(尤其柴油)是重要解释变量:受伊朗封锁霍尔木兹海峡影响,美国普通汽油全国均价涨到约 4.5 美元/加仑,柴油一年间从 3.69 涨到 6.53 美元,涨幅 77%。 结合各地汽油+柴油的加权冲击,爱荷华、内布拉斯加、密歇根、堪萨斯、得州综合冲击 61–63%,缅因和阿拉斯加也升至 54%,而这些州恰好是竞争激烈的参议员选区。 文内附各州柴油占比地图并解释:更冷的州取暖油占比高,产油州和农业州柴油需求更高,因此燃料冲击与选区竞争高度重合。结论:柴油价格与汽油涨幅叠加,正在改变中部选民对共和党(尤其是伊朗战争和燃油税议题)的态度,是 2026 年民主党在农业州民调走强的主因之一。
评论点赞收藏8 天前

Do I buy that Texas could turn blue?

New podcast, “Still Counting”, coming soon! Hey readers, some big news: I’m launching a podcast, “Still Counting”, with my former FiveThirtyEight colleagues Galen Druke and Clare Malone. The podcast, ...
评论点赞收藏36 天前

A tour of the 48 key House races

Last weekend, we took you through the seven key Senate races of the 2026 cycle. Since that proved to be a rather popular feature, we hope you’ve kept your overnight bags packed, because it’s time for ...
评论点赞收藏39 天前

Are Democrats on a summer sugar high?

Two years ago on this date, we were still in the waning days of Brat Summer. Kamala Harris reached her peak in our presidential forecast on Aug. 14, though she’d never really achieved escape velocity,...
评论点赞收藏41 天前

为什么人人都讨厌数据中心?

70%美国人反对社区建数据中心,但实地调查揭示真正激怒居民的并非AI技术本身,而是地方政府在保密协议(NDA)掩护下与科技公司做交易。 密歇根和威斯康星的居民愤怒指向"本地官员被收买",而非反AI。NDA让地方政府无法在社交媒体谣言扩散时澄清事实,反而加剧了不信任——连微软都已宣布停止使用NDA。 环境问题如水消耗被高估(数据中心的用水量与隔壁高尔夫球场相当),真正严重的是电网压力和即将依赖天然气发电。
评论点赞收藏44 天前

A tour of the 7 key Senate races

In case you missed it, we launched our 2026 election forecast — now named FLIPR — on Tuesday. On balance, the model is bullish on Democrats’ chances in November. But while it currently rates the House...
评论点赞收藏46 天前

FLIPR 2026 midterm election forecast

📈 Our latest midterm forecast Updated August 11, 2026 This page is mostly devoted to charts, but we’ll use this space for short narrative updates about the midterms as we update the model — you can e...
评论点赞收藏50 天前

How FLIPR forecasts the midterm elections

In the Silver Bulletin/FiveThirtyEight tradition, we’ve always given names to our sports models ( PELE, ELWAY ) — but never to our election forecasts. I suppose we’d like to think that our presidentia...
评论点赞收藏50 天前

What is agency – and how can you get more of it?

“Agency” is one of those terms — see also “priors,” etc. — that I associate with “ Silicon Valley rationalist types ” and more broadly with the community that I call the River in my book. It’s perhaps...
评论点赞收藏67 天前

Questions for the Center-Left

Here at Silver Bulletin, we’ve frequently critiqued President Trump, the Democratic “establishment”, “Resistance Libs”, the left, the “tech right,” and the Republican Party. What’s missing from that l...
评论点赞收藏78 天前

What is Gavin Newsom doing?

Newsom campaigning for the Biden-Harris ticket in Michigan in 2024. Getty Images. Following the successful passage of his redistricting referendum in California last November, California Gov. Gavin Ne...
评论点赞收藏99 天前

缅因州选情现状分析

Nate Silver 分析缅因州选举局势,指出选情胶着或略微倾向 Platner,并质疑为何选情如此接近。
评论点赞收藏112 天前

2026 World Cup Predictions

Who will win the 2026 World Cup? Odds for all 48 teams and 104 matches, powered by 100,000 simulations from PELE, Silver Bulletin's new soccer model.
评论点赞收藏114 天前

PELE 国际足球排名:融合150年历史与球员市值的新模型

Silver Bulletin 推出全新足球模型 PELE,将150多年足球历史与球员市场价值融合,对全部211支 FIFA 国家队进行排名、评分和比赛预测。 这不是传统的 Elo 或 FIFA 排名,而是一个包含球员转会市场估值的动态模型,既有历史纵深又有当下球员价值的实时反馈。对关注足球数据化分析和国际足球格局的读者,这篇是模型方法论的首发解读,值得点开看具体构建思路和首批排名结果。
评论点赞收藏114 天前

登录芦苇

登录后关注作者、收藏内容和参与讨论。