Thursday, June 25, 2026

Joe Sheehan Newsletter, June 25, 2026 -- "Thinking Inside the Box"

 

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 this week only for one year for 20% off, just $63.95 using your PayPal account or major credit card. (Zelle users, please email me for details.)

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"Thinking Inside the Box" is an occasional Newsletter feature that pulls topics from a reading of the box scores. The lines in fixed-width are the player's box score line for his game.

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Editor Scott is on vacation, so for the next couple of weeks I’ll ask you to follow the advice in the Little River Band’s best song.


Marlins 4. Rangers 2

                 AB  R  H  BI
Lopez 2B          3  2  2   1 HR

I definitely wasn’t on Otto Lopez coming into this year. The most notable thing about him, to me, was that the Marlins had used him to get Xavier Edwards off shortstop in the middle of last season, flipping the two in the middle infield. Lopez isn’t a shortstop any more than Edwards is, but the alignment worked better as Edwards took well to second base. (This year, the two are around average at their new positions.)

Lopez came into this season off two years of a .257/.308/.372 (89 OPS+) line, with his best feature being a 15% strikeout rate. His batted-ball data indicated there was a bit more in there, with his expected wOBA running 26 points ahead of actual, and his expected slugging nearly 50 points ahead.

So maybe it shouldn’t be a surprise to see a 27-year-old with that kind of profile take a big step forward. After yesterday’s strong day in a win, Lopez is hitting .340/.374/.483, leading the NL in batting average and base hits. Lopez is getting some of the good fortune denied him the last two seasons, with a .380 BABIP that’s fifth in MLB, helping him out-hit his expected average by 55 points, and run more than 30 points ahead of his expected wOBA. If you look at that last figure, you see that Lopez hasn’t broken out so much as improved just a bit each year.

You Otto Know (selected stats, 2024-26)

        wOBA   xwOBA
2026    .372    .339
2025    .295    .330
2024    .302    .317

(wOBA is a measure of batting output that maps roughly to the scale of OBP. xwOBA is that same figure as calculated using Statcast’s batted-ball metrics, and gets us a bit closer to a player’s true performance.)


Regardless of how he’s getting there, Lopez has been one of the best players in the NL, a key part of the best Marlins’ offense since 2017, when Giancarlo Stanton was still here. The Marlins are 42-39, with a 44-37 third-order record. They’re seven games back of a stumbling Braves squad in the NL East, just 1 1/2 games out of the last NL wild-card berth. (Nine teams are separated by four games for three spots, it’s a mess.) They also have some fairly clear holes they can try to fill in center field and at third base. The Marlins will be a fun watch for the rest of the year.


Cubs 10, Mets 3 (G1)

                 AB  R  H  BI
Swanson SS        4  2  2   7 2 HR

Cubs 10, Mets 5 (G2)

                 AB  R  H  BI
Swanson SS        5  1  3   4  3B

They are absolutely going to have to drag Dansby Swanson kicking and screaming out of New York. While he did have a three-game hitting streak when the Cubs landed in the city Sunday night, that came with just a .183/.292/.325 line and serious concerns that, at 32, he was another early-thirties hitter aging out of the league. 

In three games at Citi Field, all Cubs wins, Swanson is 7-for-12 with a double, a triple, and three home runs. He’s added 70 points to his OPS in three days, which isn’t something you’re supposed to be able to do this deep into the season. With his average-plus defense at shortstop, Swanson is now on pace for another four-win campaign.

Swanson has been remarkably consistent since signing with the Cubs in 2023, posting between a 96 and 104 OPS+ in every year, playing at least 147 games in every season, hitting 16 to 24 homers a year, accumulating 4.0 to 5.2 bWAR a year. He won’t hit like Babe Ruth’s big brother for much longer, but a league-average bat and 1300 good defensive innings at shortstop makes for a valuable player.

I’m just not sure he can be even that, though. Swanson’s batted-ball quality, even after these last few days, is awful. He’s not hitting the ball as hard as he did at 30 and 31, and as bad as his .305 wOBA is, it’s running ahead of his expected .294 mark. The Cubs don’t have much choice but to play a healthy Swanson, and they do have the luxury of batting him ninth. I just think the collapse risk that seemed to be being realized a week ago is still very much in play.

The Cubs sit seven games behind the Brewers in the NL Central, unable to gain ground as the Brew Crew kept squeaking by the anemic Reds. They hold the last wild-card spot in the NL, part of that scrum I mentioned above, but the news just keeps getting worse. Just in the last few days. Edward Cabrera and Ben Brown hit the IL, and the team announced that Justin Steele would not be re-joining the rotation in 2026. Cabrera and Brown join Jameson Taillon and Matthew Boyd and Cade Horton on the IL; of the team’s projected rotation, only Shota Imanaga is currently healthy. 

The Cubs traded for the Mets’ David Peterson early today just to get through the coming weekend, and it’s hard to see how they get through the next three months with a starting rotation that already didn’t have much upside, and now has no depth.


Guardians 4, White Sox 3

                     IP  H  R ER BB  K
C. Smith (BS, 3)    0.2  3  2  2  1  1  2 HR

Cade Smith blew the save yesterday on the heels of blowing a ninth-inning lead Monday. The Guardians did rally to win this one, but it was an indication of how fragile all this is for the Guardians. Across the last few years under Stephen Vogt, their plan was to score just enough and get just enough from their starters to turn the game over to a lockdown pen. The locks are getting picked.

Lead Guardians No More (Guardians bullpen, 2024-26)

         ERA   Rk     FIP   Rk    fWAR   Rk
2026    3.88   14    3.82   11     2.6   11
2025    3.44    3    3.49    1     6.6    3
2024    2.57    1    3.30    1     7.8    1


Guardians relievers ate 12 losses, total, in 2024. They have racked up 14 already this year. The Guardians’ model for winning games with a bad offense required their bullpen to be perfect. That’s how they got into the 2024 and 2025 postseasons, and the lack of that elite pen may keep them out this time around.

Then again, maybe not. Heading into today, the American League is 44 games under .500 and being outscored in interleague play by a half a run a game. Just five AL teams are above .500 and just three have outscored their opponents. It’s possible, with the right mix of results, that at some point soon only the Yankees, among 15 AL teams, will have a positive run differential. In the Central, the Guardians are tied with the White Sox in first, 4 1/2 games ahead of the Twins (who have their own issues) and 7 1/2 ahead of the Tigers. The Guardians, in fact, are within percentage points of holding a first-round bye. There’s never been a better time to be a mediocre AL baseball team.

Remember: MLB wants to expand the playoffs.


Yankees 4, Tigers 2

                     IP  H  R ER BB  K
Skubal (L, 3-4)     6.0  4  4  4  0  9  3 HR

There’s a mixed bag here. In three starts since making a shockingly quick comeback from elbow surgery, Tarik Skubal has a 4.96 ERA and a 5.86 FIP. He’s allowed six homers on 16 hard-hit balls in those three starts, and is now posting his highest hard-hit rate since 2021, long before he became a Cy Young winner.

Parallel to that, though. Skubal has a 21/2 K/BB in 16 1/3 innings, and has steadily become more dominant. Last night, he posted 21 whiffs on 52 swings which, not to get too nerdy, statheads call “really freaking great.” His changeup, the pitch that got him the 2025 Cy Young Award, generated a 50% whiff rate. The ERA and FIP, I think, are hiding information; Skubal’s HR/FB rate in his three starts is 37.5%, which is the kind of number you might see in the Home Run Derby. Skubal is more or less back to being Tarik Skubal, just getting unlucky.

The catch is that the Tigers, who don’t have much margin for error, are 1-2 in Skubal’s last three starts. They’re right on the line as far as viability, 7 1/2 back in the Central, five back in the wild-card race behind a whole bunch of teams. I don’t think Scott Harris wants to trade Skubal, not least because the returns for even the very best trade-deadline rentals are meager. The Tigers are 12 games under .500, but their third-order mark would have them leading the division. It is simply too soon to say with any confidence with which team Skubal will finish the season.


Brewers 6, Reds 5

                 AB  R  H  BI
McLain 2B         2  0  0   0

  

Back on April 28, I included the Reds in a “Fraud Watch” piece. They were 18-10 when it was sent, and they are 19-32 since. (The other team in the piece, the Padres, are 19-9/22-28 in the same period. Trust the numbers.)

After being swept by the Brewers in a series in which they scored five runs while playing actual baseball and fell to 37-42, it may be time for the Reds to take a long hard look at themselves. They’re 29th in wRC+ this year, after ranking 24th and 26th the last two years. Matt McLain’s short, quiet night is just the example I picked to illustrate the problem, which is that the Reds squandered a promising class of hitters that came up in 2023. McLain, who lost 2024 to a shoulder injury, has hit .213/.301/.345 since then. Let’s just run a chart.

Bleeding Reds (2023 OPS+, with age that year, and everything after)

                         2023   24-26
                  Age    OPS+    OPS+
Will Benson        25    128      81
Matt McLain        23    127      76
Noelvi Marte       21    118      79
Spencer Steer      25    117      97
TJ Freidl          27    117      90
C. E’cion-Strand   23    112      52
Elly De La Cruz    21     87     117     


The one hitter who hasn’t gone backwards is the true superstar, Elly De La Cruz. Everyone else has regressed, with Christian Encarnacion-Strand not even having played in the majors this year, TJ Friedl and Noelvi Marte both having spent time with the Reds’ Triple-A affiliate this spring, and Will Benson headed down there this week. It’s a near-total loss of a generation of hitters, and it makes you wonder what the future holds for Sal Stewart, running a 115 OPS+ as a 22-year-old rookie. Will the Reds break him, too?

Hunter Greene will be back soon, and that provides some hope, but unless he’s going to be a two-way player again, he just makes the team even more imbalanced. The Reds are in last place in the Central and about as close to a playoff spot as they are to the Rockies for the worst record in baseball.  By third-order record, they’re the second-worst team in the game ahead of those Rockies. They’ve ejected from the race, and it may be time to eject the people, Nick Krall and Brad Meador, who led them to this place.


Padres 5, Braves 2

                     IP  H  R ER BB  K
M. Perez (L, 6-2)   4.0  4  3  3  4  4 HR

Earlier this week, Lifetime subscribers got a bonus piece, and I’m just going to lift from it here.

The pitching is also a problem. Bryce Elder seems to be returning to earth, with 22 hits and 14 runs allowed over his last two starts. Spencer Strider is out until September, if he returns at all. Grant Holmes and Martin Perez are now running 1-2 ahead of Elder in the Getting Away With It Games. The Braves’ starting rotation is bottom ten in June. 

This is all to say that I see massive collapse risk here. The Braves have bounced back this year because their core hitters have, as a group, been a lot better, Austin Riley excepted. Looking forward, though, there are a lot of nights when this team will have a four-man lineup backing a starter you can’t count on for a quality start. The Phillies have climbed from 10 1/2 back to 6 1/2 back, and while the Braves have the best record in baseball, I don’t think that reflects the team on the field. The NL East is a race.

I wrote that Monday. Tuesday, I went on VSIN and gave out the Phillies to win the NL East at 4-1. The Braves’ lead, two days later and following a sweep at the hands of the Padres, is just 4 1/2 games.

A few weeks back I mentioned that the Mets were in almost the exact same spot as they’d been two years earlier, when they closed the year 60-36 and made the playoffs. The other side of that story is the Braves, who started that year 26-13 -- exactly the same as this year’s team -- before needing a win in Game 162 just to make the playoffs. That team was 44-35 through 79 games, this one is 48-31, but much of the same DNA is still in place -- a lack of depth foremost among them. I don’t think the Braves will hold on in the East, and I’m not at all sure they’ll even make the postseason.

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Tuesday, June 23, 2026

Joe Sheehan Newsletter, June 23, 2026 -- "No Country For Young Men"

 

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 this week only for one year for 20% off, just $63.95 using your PayPal account or major credit card. (Zelle users, please email me for details.)

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The Joe Sheehan Newsletter: No Country For Young Men
Vol. 18, No. 50
June 23, 2026

Having made an initial proposal to the players for a payroll-cap system that covered major leaguers, MLB and the team owners followed up with a proposal to radically change how players can enter professional baseball. Just as the owners want a cap system like their NFL and NBA brethren, the owners’ plan to change the draft would make it much more like the drafts in those leagues: shorter, with hard slotting, pick trading, and only collegians eligible. It’s so much like the NFL model I wonder whether draftees will have to hug Roger Goodell when they’re picked. Parallel to this radically altered domestic draft, the owners would add a draft of international players who have already turned 18.

There is a lot going on with this proposal. My immediate reaction was to bump on the elimination of high-school draftees and what that would mean for career paths and player compensation down the line. We’ll get to that. The college-age requirement, though, is a fundamental change. Even as college players make up more of the draft pool, high schoolers remain a big part of the process. The #1 overall pick in 2025, Eli Willits, was a high schooler. Six of the top ten picks and 19 of the 43 first-round selections came out of high school. All of those players would be ineligible to be drafted. Under the new rules, players would be eligible two years after their high-school class graduates and have to be 20 by September 1 of their draft year. Willits, 2025’s 1.1, would not have been eligible until the 2028 draft under these rules.

The benefits for MLB and the teams are clear. They would get two additional years of information on draft prospects. They would benefit from the professionalization of top college programs, which are more suited to development than they were in the past. (This is a sharp change from when I started writing, when one of MLB teams’ top arguments to high school draftees they wanted to sign was “colleges won’t develop you the way we will.”) Obviously, hard slotting eliminates the time and effort teams have to put into reaching agreements under the current system, and it keeps teams from employing the current strategy of distributing their league-mandated draft budget in creative ways.

Perhaps the biggest benefit would be to eliminate the need to scout high school players. Someone has to find Eli Willits out in Oklahoma and JoJo Parker in Mississippi and Steele Hall in Alabama, and more people have to watch them play once they’re found. MLB would be offloading all of that to colleges, letting them make the first cut and narrowing the potential group of drafted players by an order of magnitude. There would be enormous savings on MLB personnel and travel under this plan. Teams wouldn’t need a fraction of the scouts they employ today if all 360 draft picks are coming out of college and most of those from high-profile colleges.

MLB is presenting the international draft as a way to clean up what can be an ugly, exploitative market for poor teenagers. This argument reminds me of the kid who kills his parents and then pleads for mercy based on his being an orphan. The international market is ugly because MLB teams have behaved terribly to gain advantages. That their solution for cleaning it up is to take negotiating power away from the players is indicative of their mindset.

When MLB cut the draft from 40 to 20 rounds, I defended the decision. Almost no players drafted in the last 20 rounds made any sort of impact in the majors, and many never even signed. That’s not the case in cutting from 20 to 12.

Eliminating teams’ ability to draft 17- to 19-year-olds, though, departs from the whole of baseball history and will change the shape of the best players’ careers. Consider this list of the best position players since 1970, which covers the players since the first draft in 1965.

Young’uns (most bWAR, 1970-2026, signing and MLB debut ages)

                    bWAR   Sign    Debut
Barry Bonds        162.8    20      21
Alex Rodriguez     117.4    17      18
Rickey Henderson   111.2    17      20
Mike Schmidt       106.9    21      22
Albert Pujols      101.3    19      21
Cal Ripken Jr.      95.9    17      20
Adrian Beltre       93.7    15      19
Wade Boggs          91.4    18      24
Mike Trout          90.4    17      19
George Brett        88.6    18      20


I’ll stop there, but were I to continue, I’d list teenaged stars like Robin Yount and Ken Griffey Jr. One of the biggest stories of 2026 has been Konnor Griffin making his debut at 19 (baseball age 20, for these purposes). Trout, Juan Soto, and Bryce Harper are all headed to the Hall of Fame after careers that began when they were teenagers. Go back to pre-draft days, and baseball history is filled with superstars at 19, 20, and 21, legends like Mickey Mantle and Al Kaline and Mel Ott.

MLB proposes to sever that tie to the game’s history. Players taken in the domestic draft will almost all have a baseball age of at least 20, given the rules. Most won’t make their pro debuts until they turn 21. It won’t be unheard of for the top players to arrive in the majors within a year of being drafted. Nick Kurtz and Cam Smith did so out of the 2024 draft, but even they were 22 as rookies. Being drafted at 18 may make the math easier for kids out of the Dominican, as they’ll start their careers two years younger than those domestic draftees. Those foreign players typically have longer runways to the majors than U.S. college players, though.

With these rules in effect, we would probably never see another teenaged player, much less a star. Rarely would a 20-year-old play in MLB, and only a small number of 21-year-olds would. 

If most careers start at 22 and 23, then those players won’t be eligible for free agency until 28 or 29. Nick Kurtz was granted a full year of service time for winning the AL Rookie of the Year, and he will become a free agent, under the current rule set, in advance of his age-28 season. Cam Smith made his debut Opening Day and is similarly situated. Under MLB’s draft proposal, and holding everything else constant, 28 would be the youngest any player could hit the market, and very few would do so before their age-29 season.

This is the biggest effect of MLB’s proposal. 

Young Money (largest MLB contracts, age in first year of deal)

                            $   Age
Juan Soto               $765M    26
Vladimir Guerrero Jr.   $500M    27
Shohei Ohtani           $460M    29
Mike Trout              $427M    27
Mookie Betts            $365M    28
Aaron Judge             $360M    31
Manny Machado           $350M    30
Francisco Lindor        $341M    27
Fernando Tatis Jr.      $340M    22
Bryce Harper            $330M    26


The Guerrero, Trout, Betts, Machado, Lindor, and Tatis Jr. contracts weren’t signed in free agency, though they did price the players as if they were on the market. If we only look at free-agent deals...


Young Money in Market (largest MLB free-agent contracts, age in first year of deal)

                            $   Age
Juan Soto               $765M    26
Shohei Ohtani           $460M    29
Aaron Judge             $360M    31
Bryce Harper            $330M    26
Corey Seager            $325M    28
Manny Machado           $300M    26
Trea Turner             $300M    30
Xander Bogaerts         $280M    30
Alex Rodriguez          $252M    25 


Almost all of the biggest contracts in baseball history have been signed by young free agents. The Rodriguez, Machado, Harper, and Soto deals set and reset and reset again the high end of what it’s possible for a baseball player to earn, and they did so because they were selling their peaks. You could sign one of these players and get their late twenties, when they were likeliest to remain stars. Those deals set the bar for other free agents and players like Trout and Guerrero and Tatis negotiating extensions.

Eliminating 26- and 27- and most 28-year-old free agents ends this. Yes, an Ohtani or Judge -- a unicorn -- will slip in now and again, but the most valuable free agents of the past will still be under team control in the future.

It’s particularly sinister because of the speed at which players now age out of the league. From a few weeks back...

Ten years ago, there was a steep decline in the contribution of hitters starting at 34. That’s been moved up by two years. Players 32 and older, back in 2016, accounted for a little under 25% of all plate appearances. That figure is down under 17% today.

Look around the league. You can’t swing a stick without seeing a veteran collapsing at 32 or 33. Jake Cronenworth, 32, is hitting .144/.272/.196. Trevor Story, 33, was at .206/.244/.303 when he got hurt. Dansby Swanson and Corey Seager are both under a 90 OPS+ at 32. Mookie Betts slipped a year ago at 32 and now, at 33, is hitting .190/.259/.365. Manny Machado is also 33 and hitting .171/.253/.342. You don’t want to ask how much longer any of these players’ contracts run.

Baseball, more than ever before, is about raw physical talent. How hard can you throw it, how fast can you spin it, how quickly can you get your bat to it, how far can you hit it? A game that had, for more than a century, plenty of room for nuance now has very little. Hitters who could adapt to declining hand-eye coordination and reaction time now find themselves with no room to maneuver. The pitchers are just too good, they’re too well-trained, they’re too able to expend every ounce of energy on every pitch, with durability no longer part of the job.

If players are forced to enter professional ball later so they can’t get their careers going until they are 23, and they can’t get paid until they’re 29, and they can’t be productive past 32, when, exactly, are they going to get paid?

MLB presented a draft proposal that isn’t a draft proposal, but rather a way to end large deals for free agents. If players can’t hit the market when they still have prime years to sell, we’ll never see the kind of deals Soto and Harper and Alex Rodriguez earned from their great play starting in their teens. MLB’s proposal will save teams millions up front by reducing scouting costs. But the true purpose of the proposal is to save them billions at the back by eliminating megadeals for the best players.

The players didn’t need long to call out the proposal as “flat out bad for the game.” It’s worth noting, though, that all sports unions, the MLBPA included, have a track record of selling off the rights of non-members to get what they want for current members. I can see parts of this, like hard slotting and an international draft, as elements of the next CBA. The players just don’t have many chips to trade for the increases in both compensation and competition they’re looking for.

The elimination of high-school draftees, though, has to be a non-starter, both for the players and for baseball. 

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A lot of great coverage of this issue, of course. I linked to J.J. Cooper at Baseball America above. There’s also...




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You can subscribe to the newsletter this week only for one year for 20% off, just $63.95 using your PayPal account or major credit card. (Zelle users, please email me for details.)