Monday, May 11, 2026

Joe Sheehan Newsletter, May 11, 2026 -- ABS Data Dump

 

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The Joe Sheehan Newsletter: ABS Data Dump
Vol. 18, No. 29
May 11, 2026

Watching games over this last week, it seemed to me that batters had pulled back a lot on their use of challenges. Rarely did an inning go by when I didn’t see a pitch outside the zone go unchallenged by the batter. Some were understandable given game context, but all too often batters were just accepting bad calls in spots with runners on base, or in key counts, or late in a close game...or all of the above. It was as if a memo had gone out about two weeks ago to stop showing up the umps. This, to me, was reflected in a decline in walk rate -- from 9.6% in Marpril to 9.1% in May -- and in overall offense. 

Unable to let this go, I went digging last night and found Tap to Challenge, a site that is collecting and publishing detailed challenge data that goes beyond even the information at Baseball Savant. I ended up collecting a bunch of data from the two sites that...didn’t really help me at all. 

To start at the top, here’s the breakdown of challenge rates by month:

            Bat    Cat   Pit  Chal/G
Marpril   46.2%  51.7%  2.1%    4.12 
May       46.7%  51.7%  1.6%    4.01  

So if you squint really hard...you still can’t see anything. The primary trend is that pitchers are being squeezed out of the process. They challenged 41 times in Marpril and less than once a day in May. Before challenging four times yesterday (going 1-for-4), pitchers had challenged just five times in the month’s first nine days. It’s pretty obvious why this is happening: Catchers are converting 60% of their challenges, pitchers just 37%. (Hitters are at 46%.) We might be down close to zero pitcher challenges before the year is out.

Tap to Challenge has every challenge made, and you can sort them by day. Maybe there’s a trend playing out that’s being hidden by my ties to the Gregorian calendar? I broke down the challenges by week ending Sundays.

                  

             Bat    Cat   Pit
Week #1    44.5%  52.0%  3.4%    
Week #2    46.3%  51.7%  1.9%    
Week #3    47.9%  50.0%  2.1%    
Week #4    44.8%  53.4%  1.8%    
Week #5    47.2%  50.4%  2.4%    
Week #6    45.2%  53.5%  1.3%    
Week #7    46.9%  51.2%  1.9%   


The data are bouncy, though generally telling the same story -- catchers eat up a little more than half the challenges, pitchers are slowly being squeezed out of the process. 

Let’s run at this from a different direction, as what I’m trying to find is inaction rather than action. Tap to Challenge tracks “Missed Opportunities,” which in addition to almost being the title of a great song, is closer to what we’re looking for. When did a batter have challenges left, take a pitch outside the zone for a strike, and decline to challenge?

             Missed   Miss/G
Week #1         214     4.55   
Week #2         351     3.82    
Week #3         357     3.80    
Week #4         383     4.03    
Week #5         366     3.94    
Week #6         360     3.91    
Week #7         376     4.00 


This is a little closer to evidence for the thesis. The data directionally supports my theory that for a couple of weeks, hitters got comfortable challenging marginal calls, and since then, they’ve pulled back some. How about the batteries?

             Missed   Miss/G
Week #1         154     3.28   
Week #2         312     3.39    
Week #3         328     3.49    
Week #4         345     3.63    
Week #5         326     3.51    
Week #6         267     2.90    
Week #7         296     3.15 


Now we may be getting somewhere. For the season as a whole, pitchers and catchers have been less likely to decline an opportunity to challenge than hitters were. That trend has accelerated over the last two weeks, as the defense leaves fewer challenges -- fewer uncalled strikes -- on the table, while hitters are not being as aggressive, instead accepting bad strikes at a higher rate.

Is that enough to make up a half a percentage point of walk rate? Seems to me it is. If the challenge system just turns into something else that tilts the game towards pitchers, it’s not going to help baseball’s gameplay issues. In May, in addition to walking less, the league is hitting an execrable .235/.311/.379. There were just 97 runs scored on Sunday, just 91 outside of Calvinball, a mere six runs per game. In May, teams are scoring just 8.13 runs a game in regulation. 

Most coverage of the challenge system has focused on individual success and failure rates. That conversation just doesn’t interest me much. In the same way that umpires have been guessing on the margins for years, the players are now. If there is any skill to be revealed, it will take years, if ever, to do so. The rules of the challenge system dirty the waters as well. Some pitches aren’t challenged because they don’t matter much. Other pitches late in games get challenged because the leverage is high or a team takes a shot with two challenges left, even though the pitch has pretty clearly been called correctly. Challenge success rates as tracked are both missing information -- the decision to not challenge -- and including information that has little to do with strike-zone judgment.

No, the importance of the challenge system is in its potential to level the playing field between batters and pitchers. I do think it’s done that a bit. As I have said many times, ABS has largely eliminated the high-leverage strike on a pitch well outside or well below the zone. I’ve already lost count of the times an umpire, overeager to do his little punchy dance, calls “strike three” on a pitch that’s clearly not in the zone, gets challenged, and the system deems the call wrong. Every time that happens, an angel gets its wings.

These trends, though, are a problem. If hitters become timid, relative to catchers, about challenging, then the advantage shifts back to the batteries. They already have a higher success rate, and if they are flipping more of the marginal calls back to themselves, that will take hitters’ counts and walks out of the league, replacing them with pitchers’ counts and strikeouts. 

We’re not going to see changes to the challenge system on the fly. It’s my hope we jump from this scheme to full automation. If we were going to make a change, though, it would be this: Give the hitters more challenges than the fielders. Maybe the first wrong challenge for a team’s batters is free. It would be a small step in leveling what seem to be some imbalances in the current rule set, and help give the league’s hitters an extra weapon against the nastiest pitchers who have ever played the game.

 
 
 

Newsletter Excerpt, May 11, 2026 -- "Teams Week"

 

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Mind you, teams can still fool us this deep into the campaign. A team projected to play .550 ball doesn’t go 11-9 every 20 games. Even just this season, we’ve seen the Reds go 16-9 and then 6-10. The Twins went 11-7, then 7-16. The Rays are 24-8 since a 2-5 start. The Tigers’ season breaks down as 4-9, then 14-8, then 1-5. The Cubs? 7-9 followed by 20-5. Even the baseball-ruining Dodgers are 4-7 after a 20-9 start. 

I cannot say this enough: Whatever you think the in-season variance of a team’s performance is, it’s higher than that. 

 
 
 

Saturday, May 9, 2026

Newsletter Excerpt, May 9, 2026 -- "Thinking Inside the Box"

 

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Cubs 7, Rangers 1

                 AB  R  H  BI
Conforto DH       4  1  2   0 2B

Michael Conforto, who hit .199/.305/.333 and was left off the Dodgers’ playoff roster a year ago, who hit .227/.323/.388 from 2021 to 2025, who I am certain I dunked on repeatedly from the day the Cubs invited him to camp to, well, now, has started the 2026 season .375/.480/.675 in 50 PA. We’re still very much covered by Voros’s Law -- any player can hit anything in 60 at-bats -- but Conforto has been a big part of the Cubs’ story.

The Cubs have won ten in a row, their second ten-game winning streak in a month, wrapped around a three-game losing streak. They have the best record in baseball now, and a 5 1/2-game lead over the Brewers in the Central. Despite a parade of pitching injuries that have forced them to repatriate Ben Brown to the rotation (four no-hit innings last night) and will surely send them into the trade market this summer, the Cubs have papered over everything with runs. They lead the majors with a 123 wRC+ and 215 runs scored.

Depth has been the key. A dozen Cubs have batted at least 20 times. Ten of them have at least a 104 wRC+, Dansby Swanson is at 99 and Alex Bregman pulls up the rear at 95. The Cubs simply have not had to play any bad hitters. When you have this kind of quality up and down the lineup, every inning is a potential rally, and the offense doesn’t break down going around the turn. The Cubs are second in baseball in OPS+ from their bottom three lineup spots, behind only the Dodgers.

I’m squeezing the Cubs, on a 20-3 run, in here in part because they fit a mold that sometimes slips through the cracks, the team does pretty much what I expected them to do. They won’t qualify for Teams Week because of that, and if they run away and hide in the NL Central, the focus here will shift to teams in tighter races. For today, though, let’s acknowledge this monster run, which is what a 95-win team can look like at its peak, and that a guy I wanted released in favor of Dylan Carlson has been a big part of that success.

 
 
 

Thursday, May 7, 2026

Joe Sheehan Newsletter, May 7, 2026 -- "From the Archives: Behavior Modification"

 

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The Joe Sheehan Newsletter: Behavior Modification
Vol. 15, No. 44
June 1, 2023

Though it’s the start of a new month, I’m going to skip a recap of the league stats and how the new rules are affecting gameplay. I’ll do another check-in during the summer. In recent weeks, we’ve seen the rate of pitcher injuries, once a crisis, slow a bit, a boon to the case for the pitch clock. Jason Collette of Rotowire tracks the league stats every day, and you can follow him for updates.

Today, let’s dig in on one aspect of what MLB is trying to do, change hitter behavior. The restrictions on defensive positioning, as I’ve written many times, stem from a misreading of recent trends. Hitters aren’t reacting to the defense, the defense is reacting to the hitters. The hitters are reacting to the pitchers, who are so difficult to hit that the correct approach against them -- the run-maximizing approach, the win-maximizing approach -- is to value power over contact.

Let’s engage with the argument on its own terms, though. Ben Lindbergh, over at The Ringer, had an excellent piece about strikeout rate in which he interviewed Morgan Sword, the executive vice president of baseball operations at MLB. Sword is one of the architects of the new rules, and while I disagree with what he and MLB have done, I know him to be a thoughtful guy who very much wants to make baseball more entertaining. In his words:

“I don’t think it’ll be the whole solution, but it does make sense to me that over time, increasing the value of putting the ball in play will increase the frequency with which the ball is put in play,”

I’ve referred to this as the double-bank-shot theory. MLB sharply restricted what defenders could do this year, changing the game from “hit ‘em where they ain’t” to “hit ‘em where they ain’t allowed,” to some effect. What we call the shift, and certainly the shift as angry old people would describe it, consisted of putting extra players to one side of second base and a fourth outfielder in short right field. Here’s what that change has done for left-handed batters:

Success! (BA on pulled batted balls by left-handed batters, 2022-23)

               2022    2023    Diff
Ground Balls   .147    .186   +.039
Line Drives    .661    .691   +.030


Combining these, the shift restrictions have been worth 37 points of batting average to left-handed batters on balls that, last year, were more often gobbled up by shifted defenders. It’s part of an overall jump of eight points of batting average compared to 2022’s first two months, and a ten-point leap in batting average on balls in play. As many others have observed, this rolls batting average back about five years, to 2018. I personally don’t think that’s enough benefit from such a radical philosophical change, but your mileage may vary.

When any hitter comes to the plate, there are a lot of potential outcomes. Walks and strikeouts, for sure. They can be hit by a pitch or lay down a bunt. Most of the time, though, they swing away and make contact. When they do, they can hit the ball in one of nine ways: ground balls, line drives, and flyballs; pulled, hit straightaway, or to the opposite field, in various combinations. With modern data collection, we have perfect information on what happens when a player does any of those things.

The fundamental problem for Sword and his staff is that what they want hitters to do is far from the best thing hitters can do. 

Output (BA and SLG on batted balls, 2023)

BA               GB     LD      FB                              
Pulled         .205   .694    .474
Straightaway   .246   .620    .208
Opposite       .406   .621    .175


SLG              GB     LD      FB                              
Pulled         .241  1.088   1.686
Straightaway   .251   .793    .588
Opposite       .443   .821    .406


The single most valuable thing a hitter can do is pull a fly ball. Now, I’m statting this up because it’s 2023 and you pay me for it, but it’s not like this was some mystery unlocked by a Dodgers staffer in 2016. Trying to hit the ball hard and far has been a part of baseball since the 1870s. You look at the baseball stars from the period between the start of the National League and 1893, when the mound was set at 60’6”, and they’re the guys who had the highest ISOs, guys like Dan Brouthers and Roger Connor and Buck Ewing. The numbers don’t look that impressive to us today because they were hitting balled-up socks with tree trunks and the parks didn’t allow for automatic homers, but hitting for power has always been valued highly. Even in the Deadball Era, from 1901-10, your Hall of Famers are your leaders in ISO, Honus Wagner and Sam Crawford and Nap Lajoie.

The difference between pulling a fly ball and hitting a grounder up the middle, even with the defense hobbled, is 230 points of batting average and 1400 points of slugging. Even hitting a line drive up the middle is a little worse than hitting a fly ball: .620/.793 versus .474/1.686. The difference is so large that it’s worth wearing an increased strikeout rate to try to hit pulled fly balls. 

Let’s go back to Sword for a second. 

“What you’re trying to do is change what’s rewarded at the highest level so that effect filters down all the way through the giant baseball system around the world.”

This is an impossible task within the framework of baseball as we know it. The value difference between pulling a fly ball -- hitting any fly ball -- and hitting a ground ball is so great that nothing currently on the table, not even the execrable “pie slice” rule, will be enough to change hitter behavior. You would have to take fielders off the diamond, or put a balata ball in play, or have two-strike strikeouts, to make it more profitable for hitters to hit ground balls instead of fly balls. It’s the way the engine of baseball works. The runs are in pulling fly balls, and everything else doesn’t work as well.

The shift restrictions, which MLB seems to think will get players to hit more ground balls, do the opposite. Pulled ground balls, and to a lesser extent pulled line drives, are the waste produced by trying to hit pulled fly balls. Last year, hitters would be punished for failing at their primary goal by defenses positioned to turn the batter’s failure into an out. Now, those batters are rewarded. Because of this, they’re committing even more to that approach.

Doubling Down (process stats, April-May, 2022-23)

        FB%    Pull%      K%
2023  37.1%    40.9%   22.7%
2022  36.8%    40.5%   22.3%


Batters are hitting more fly balls, they’re pulling the ball more, and they’re striking out more under the new rules, because the new rules reward the dominant style of hitting, and the dominant style of hitting is the the way to win baseball games.

If you want to change hitter behavior, you have to deal with the pitchers. Until then, MLB is just making things worse.

 

Wednesday, May 6, 2026

Newsletter Excerpt, May 6, 2026 -- "The Gap"

 

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

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Over in the NL, though, the Dodgers, Cubs, and Mets all changed hands between 2009 and 2021. Those teams have won four of the last nine World Series. The Phillies, under John Middleton, combined development and dollars to reach four straight postseasons. The Braves went into a rebuild and came out of it with a World Series and a core locked down for most of this decade. The Brewers are the inheritors of the Moneyball lineage now, while the Padres invested in their product and drew three million fans in three straight seasons.

That’s showing up in interleague play. The NL has had the better record in two of the last three and four of the last seven seasons, not including this one. The NL has a .512 winning percentage in interleague play since 2018 (ex. 2020; 2020 never counts) and a .516 mark under the “everybody plays everybody” schedule, plus this year’s early-season waxing. 

 
 
 

Monday, May 4, 2026

Newsletter Excerpt, May 4, 2026 -- "Tarik Skubal Down"

 

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card. (Zelle users, please email me for details.)

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Skubal will be facing a lot of pressure to get back on the mound and prove that he’s healthy. He can become a free agent after the 2026 season, and his trip into the market was already likely to be complicated by the expected owners’ lockout on December 1. Now, he’ll have somewhere between eight and maybe 11 starts -- always bet on a pitcher to be out at the longer end of expectation -- to show that he’s worth a $250 million risk Jacob deGrom got $185 million with a much shakier CV. Blake Snell got $182 million after the second good year of his eight-year career. I am not sure a launch year with a low innings total will hurt Skubal much, but teams are going to want the last thing they see to be the big lefty in form.