Thursday, June 12, 2025

Newsletter Excerpt, June 12, 2025 -- "NL West Notes"

 

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.

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The Joe Sheehan Newsletter: NL West Notes
Vol. 17, No. 43
June 12, 2025

It’s the NL West today because I really wanted to write the Padres note. 

Arizona Diamondbacks

I’ve been writing about baseball for 30 years. One of the biggest changes in MLB over this time is that teams’ opportunity cost has largely disappeared. During the 1980s and 1990s, owners did not receive the guaranteed income they do in today’s market. In an absolute sense, many teams’ payrolls ran closer to revenues, such that signing Player A often meant foregoing Player B. A contract that went bad from a team standpoint could keep that team from adding other players it needed. 

Today’s guaranteed revenues, as well as a greater understanding of team owners’ substantial wealth, have changed the conversations around paying players. The baseball risk is lower and the financial risk is negligible, so we expect, even demand, that owners shell out money to put better teams on the field. If anything, we’ve gone to the other extreme, foregoing contract analysis entirely in lieu of considering all player paydays to be good. 

The 2025 Diamondbacks are an example of what happens when those investments go bad. Ken Kendrick is going to be fine. Still, there’s no way around the fact that the Diamondbacks, after Corbin Burnes’s elbow injury, paid $53 million this year, more than a quarter of their payroll, to Burnes and Jordan Montgomery, getting 11 starts, 64 1/3 innings, and two bWAR for their money. Having Corbin Carroll, Ketel Marte, Zac Gallen and others locked up for less than their market value soothes the pain, and the team is still at .500. Spending $53 million for two wins, though, is going to sting. 

Burnes was just one of a number of pitchers whose seasons ended in the last week or so, some making more money than others. Ronel Blanco, Jackson Jobe,and AJ Smith-Shawver are all done for the season. Cole Ragans, Shane McClanahan, and Pablo Lopez are going to be out for a while, or a while longer. Gerrit Cole, Justin Steele, and Jared Jones are long gone. Between the time I write this and the time I send this, some other good pitcher may join the list.

I praised the Diamondbacks for signing Burnes and criticized the Orioles for letting him go, and I stand by all that. What can we say to teams, though, teams already paying tens of millions of dollars to pitchers who can’t pitch, the next time through? How fair is it to press the Padres to sign Framber Valdez, or ask the Cubs to commit to Dylan Cease, or wonder why the Orioles won’t pay Merrill Kelly, when investing any money at all in starting pitchers seems an invitation to light it on fire?

The Diamondbacks, even without Burnes and Montgomery, are still contenders. Ryne Nelson was already one of the top sixth starters in the game, and Cristian Mena is doing good work out of the pen, perhaps lining up for a second-half role in the rotation. (Ed. note; Mena is going to miss a couple of months with a shoulder injury. --J.) The team is 6 1/2 out in the West, 4 1/2 out in the wild-card race. What they need, help in the pen to cover for injuries out there, is generally easy to find in July. They can work around the loss of $53 million worth of pitching. That they have to, though, is something for us to consider once the Hot Stove League starts up again.


Colorado Rockies

There’s nothing interesting happening in Denver since the last time we checked in on the Rockies, so let’s be the jerk who jumps ahead on a storyline. 

Meet Me Half Way (worst 81-game records, since 1961)

Tigers          2003   20-61   .247
White Sox       2024   21-60   .259
Athletics       2023   21-60   .259
Diamondbacks    2021   22-59   .272
Seven teams tied at    23-58   .284


That three of those teams, plus the 2023 Royals at 23-58, have come from the last four seasons is probably something we should talk about. Twenty years ago, it was the statheads and baseball labor nerds -- mostly the same people -- saying that increased revenue sharing would subsidize losing by weakening the relationship between on-field success and financial success. It took a while, a number of CBAs and a lot of changes in how money comes into the league, but these slow starts are representative of a baseball underclass that has led to a spike in 100-loss teams to go with these terrible starts.

The Rockies haven’t tanked, and they’re not in a rebuild. They’re just bad. At 12-55, it would take a stunning two weeks of good baseball to stay off that list, and an 8-6 mark to keep from topping it. If we expand our focus, the worst-ever 81-game starts come from before integration, when three teams started seasons 19-62. The worst 81-game stretches by any team belong to the 1916 Philadelphia A’s, who had a 10-70 stretch with a tie, and were 12-69 over their worst stretch of 81 decisions. 

Those 1916 A’s set the mark for lowest winning percentage by an AL/NL team since that structure came into being in 1901. These numbers are probably all too familiar to you, but to recap:

Most losses: 2024 White Sox, 121
Lowest winning percentage: 1916 A’s, .235

The Rockies have to go 40-65 to beat last year’s White Sox, which really does seem impossible, but the 2023 A’s followed 12-50 with 38-62, so it’s not out of the realm of possibility. The catch is the Rockies are what they are, without much more talent on the way, whereas those A’s were able to improve internally. For the third year in a row, we’re on #120Watch, and for the second year in a row, we’re going to get there. The question is whether the Rockies will catch those A’s, which requires 39 wins.

The Rockies sold 38,000 tickets a game over the weekend, by the way. It may not matter how bad they are; people will come.


Los Angeles Dodgers

There’s an idea out there, one that even Andrew Friedman has nodded to, that the Dodgers are doing something wrong that’s causing their pitchers to be injured more than other teams’ pitchers are. As I write this, the Dodgers have 14 pitchers on the injured list, some out for the year, some out for the moment, some on the brink of returning. That’s a lot of injured pitchers, but if we’re doing this, will someone point to me the team that is keeping its pitchers healthy for more than the blink of an eye?

Last year, it was the Mariners and Royals hitting the health lottery. Well, this year Logan Gilbert, George Kirby, Bryce Miller, Cole Ragans, and Seth Lugo have all been injured, some missing significant time. The Phillies? Even setting aside Andrew Painter, we’ve seen Ranger Suarez and Aaron Nola hit the IL this year. Go back up a couple of grafs, and I ran through a bunch of pitchers, none of them Dodgers, who will miss all or most of the 2025 season. This isn’t a Dodger problem. It’s a baseball problem.

It’s one for which the solution is readily apparent, as well: Make endurance matter again. Over four decades, MLB went from using 400 pitchers a year to more than 800 pitchers a year.

This Is It (pitchers used in selected seasons)

1983    390
1993    507
2003    612
2013    679
2023    863


(I shifted the selected intervals to avoid strike-shortened 1994.)

Apples to apples? In the first 30-team season, 1998, teams used 557 pitchers. Last year, it was 855. It happened as we leaked from seven-inning starts to six-inning starts to five-inning starts, from five-man rotations to five-day rotations to six-man rotations. Relievers never pitch four days in a row, rarely pitch three days in a row, and managers even avoid back-to-backs if they can. Pitchers never pitch tired anymore, so they can max out per-pitch effort in a way previous generations could not.

The answer has been sitting there for years. Cap available pitchers. The simplest move is allowing just 11 on a roster, rolling things back to roughly the turn of the century. You’d have to cap transactions in some way as well. Modern “13-man” pitching staffs are really 14 or 15. Once teams can no longer use five pitchers a night, 16 a week, 35 a year, they’ll have to begin asking more of the ones they have on the roster, valuing pitchers who can carry larger workloads.

Once teams are forced to select for both effectiveness and endurance at the MLB level, they’ll have to select for those things in the minors as well, and develop those skills in their prospects. When MLB teams change their behaviors, amateur pitchers and coaches will have to adapt as well. This one rule change won’t make it 2004 overnight. It took us 40 years to get to this point and it may take 40 years to get back, but it all starts with changing what MLB pitching staffs look like. That’s the first domino, and until the league, the teams, and the players make this change -- which won’t cost baseball players as a whole jobs, but will cost some pitchers theirs -- pitchers will keep getting hurt, whether they’re Dodgers or not.


San Diego Padres

I know I’ve written this before...I'm fascinated by hinge points. Moments when things turned, and maybe you didn’t know it at the time, but everything would be different. A party needs your roommate’s blender, and you meet your wife. (True story, not a great ending.) 

I can’t help but think I saw one yesterday afternoon, watching the Padres take on the Dodgers in what’s become maybe the game’s most watchable rivalry. The Padres came into the day a game behind the Dodgers in the NL West, with a chance to tie them in the standings, maybe even capture first place pending the Giants’ game. The Dodgers had spent the last six weeks in first place, but the night before had seen their pitching staff so depleted that they asked utilityman Enrique Hernandez to get seven outs.

The Padres went up 1-0 in the second, but Fernando Tatis Jr. ended a bases-loaded situation with a fly to right. Home runs by Michael Conforto and Teoscar Hernandez put the Pads behind 4-1 in the sixth, and a sac fly in the bottom of the sixth cut the deficit to 4-2. Dave Roberts sent Michael Kopech to the mound in the seventh, and Kopech sent a bunch of Padres to the bases. The righty walked three straight batters to load the bases for Luis Arraez, at which point Roberts called on Anthony Banda. Banda got Luis Arraez to pop up, bringing up Padres future Hall of Famer Manny Machado.

Bases loaded, two outs, tying run on second, Machado against a lefty, first place in sight. Banda, with no place to put Machado, ran the count to 3-0. Machado was in as good a spot as he could ever hope to be, able to sit on not just a strike, but one in his happy zone. Banda threw a four-seamer at 94 over the outer half and up. It was in a pretty good spot for Machado, to be honest, but he did nothing with it, rolling over and tapping a ground ball to short. 

Swinging 3-0 isn’t, by itself, a bad idea. This is a spot, though, where the outcome really does matter. If you’re going to swing 3-0, you have to make hard contact, preferably up. This is especially the case in a bases-loaded spot, where the pitcher has to throw you three straight strikes. If you offer at the 3-0, you have to take a swing with which you can drive the pitch. Machado rolled over on a fastball out over the plate. 

The Padres did not have another baserunner in the game, losing 5-2. They fell to two back of the Dodgers and 1 1/2 back of the Giants, who came back late again to beat the Rockies. I cannot help but wonder whether that one pitch, with the Padres poised to get one run and maybe a lot more, to tie for first place, will turn out to be the hinge point of their 2025 season.


San Francisco Giants

The Giants’ 10-7 win at Coors Field snapped a stretch of eight consecutive one-run games, and six consecutive one-run wins. The Giants, who have allowed the third-fewest runs in baseball, have been the sport’s most consistent high-wire act so far in 2025.

Danger Zone (most 1/x games, 2025)

Giants     19-12
Braves     10-19
Rays       15-12
Pirates    13-14
Phillies   15-11
Mariners   15-11
Red Sox     7-19


(1/x games: one-run games plus extra-inning games not decided by one run)

The Giants have gotten away with it so far, winning 19 of these close contests thanks in part to a bullpen with the lowest ERA in baseball. I am not sure they can keep that up. The Giants’ pen is fourth in FIP, eighth in xFIP, ninth in SIERA. The group is just 12th in strikeout rate and 11th in K-BB%.

Camilo Doval, who has replaced Ryan Walker in max leverage, is living off batted-ball outcomes -- a .238 BABIP and 5% HR/FB -- not supported by the quality of contact he allows. Randy Rodriguez has been the best pitcher in this bullpen, one of the best in baseball dating back a year, and will eventually start taking the ninth inning. (He picked up a save last Wednesday.) Tyler Rogers is the same guy he’s been for seven seasons now, something left over from the 1980s, throwing 84 at that low angle and tying up lefty hitters (.204 BA, 12 hits against ten strikeouts) with obscene two-seamer movement.

A great bullpen can be a difference-maker on the margins in close games. I just don’t think the Giants have one, and if they want to stay on the Dodgers’ heels. they’re going to have to stop playing so many one-run games and start putting opponents away earlier.
 
 
 

Tuesday, June 10, 2025

Newsletter Excerpt, June 10, 2025 -- "AL East Notes"

 

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.

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Boston Red Sox

Last night, in the bottom of the sixth, Alex Cora sent up Romy Gonzalez to hit for rookie infielder Marcelo Mayer, who had started the game at third base. It was the third time in Mayer’s last three starts he’d been pinch-hit for, and with Mayer sitting against lefty starters, he hasn’t played a full game since June 1. 

If I’ve hit one point again and again in this space, it’s that you can’t mess around with your best prospects. Mayer was the fourth pick in the 2021 draft. He has been rated in the top 50 by every prospect hound since, and in the top 25 by most of them. The Sox declined opportunities to trade Mayer when they were in the wild-card chase each of the last three seasons. He’s not some guy. He’s one of the cornerstone players for a team that burped up two other cornerstone players in the last year.

Alex Cora has to knock this crap off, immediately. Mayer has 13 plate appearances in June, which is how you ruin a 22-year-old. Cora is treating Mayer like he’s Rance Mulliniks, not his everyday third baseman, and there’s no cause for that.

For one, we have no idea whether Mayer needs to be platooned. He’s gotten seven plate appearances against lefties, with a single and three strikeouts. In the minors this year, he slashed .271/.300/.458 against southpaws, more than respectable, though his 15/1 K/BB is reason for concern. In 2024, he hit .258/.319/.355 against lefties, in 2023, it was .250/.281/.423. We’re talking about fewer than 200 PAs against lefties in the the three years combined, and given how minor-league starters are used, probably never seeing a lefty three times in any game. There is absolutely nothing in his record so far that justifies treating him as a strict platoon player. 

Cora’s mishandling of Mayer informs what he’ll do with Roman Anthony, who made his MLB debut last night and, sure enough, was pulled against a left-handed reliever in the 11th inning. Cora left Anthony in to face southpaw Garrett Cleavinger in the sixth but couldn’t help himself five frames later, pinch-hitting Rob Refsnyder for Anthony.

From the day he got the job, and then got it a second time after his suspension, Alex Cora has managed a veteran-heavy team with a mandate to win now. The second part of that is still there, with the Red Sox 4 1/2 games out of a wild-card spot, having not made the playoffs in four years. We have no idea, though, whether Cora can develop young players. With Mayer, Anthony, Kristian Campbell, and Ceddanne Rafaela all on his roster, Cora has to shift his approach, even if it means giving up some leverage in spots. If he can’t see his way to treating those four as everyday, every-inning players, he’s the wrong man for the current Red Sox.
 
 
 

Friday, June 6, 2025

Newsletter Excerpt, June 6, 2025 -- "NL East Notes"

 

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.

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New York Mets

We remember it differently now, but on June 6, 2005, Carlos Beltran was hitting .291/.348/.460 in his first season with the Mets after signing a seven-year, $119-million contract in the offseason. The team was 30-27 in an NL East that was separated, top to bottom, by 1 1/2 games. Beltran did not get off to a slow start in New York. Rather, he struggled as the season went on. He hit just .254/.321/.392 after June 6 for a Mets team that slowly drifted out of contention in June and was never a factor the rest of the way. Beltran would bounce back from that debut to have a top-five MVP finish the next season and be the best player on the Mets from 2006 until he was traded in 2011. 

On June 6, 2021, Francisco Lindor was hitting .214/.304/.337 for a Mets team that was four games clear of the pack in the NL East. Lindor was in his first season in Queens, having been acquired from the -dians for four players, and then signed to a ten-year, $341-million extension in April. While he was off to a very slow start, the team was fine for it, which should have shielded Lindor from criticism but didn’t. Later that year, Lindor would earn criticism for making a thumbs-down gesture to the crowd at Citi Field. Lindor would bounce back on the field, hitting .242/.337/.469 after June 6, a top-40 player in baseball over that stretch by FanGraphs WAR. Since that ’21 season, Lindor has been one of the very best players in the game and is on his way to the Hall of Fame.

Over at MLB.com, Mike Petriello wrote about the baseball reasons to not worry about Juan Soto, who wakes up today hitting .229/.367/.430, leading the league in double plays and with a few too many instances of not running out batted balls when running could have made a difference. I’m here to say that if any fan base should recognize the pattern here, it’s Mets fans, who have been here before. Sometimes Hall of Fame players have a couple of bad months, and they pretty much always come back. Juan Soto is just fine, and like Beltran and Lindor before him, will be a great player, a Hall of Famer, for the Mets. 
 
 

Wednesday, June 4, 2025

Newsletter Excerpt, June 4, 2025 -- "AL Central Notes"

 

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.

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Chicago White Sox

Last night, Rule 5 pick Shane Smith continued his run at the AL Rookie of the Year award with 5 1/3 shutout innings against the first-place Tigers. Smith struck out six and scattered three hits, lowering his ERA to 2.45 and bumping his bWAR to 1.7, a mark that leads the White Sox.

Smith spent a couple of years at Wake Forest, but one was interrupted by the pandemic and the other by Tommy John surgery. The right-hander went undrafted in 2021 and signed with the Brewers. Last year at Double-A and Triple-A, he had a 3.05 ERA in 94 1/3 innings, not quite good enough for the Brewers to place him on their 40-man roster. The Sox took him with the first pick of the Rule 5 draft and were rewarded when Smith showed up in camp with an extra tick on his fastball and a new changeup that has been nearly unhittable. Batters have just six hits off it all year, and they’re whiffing on it more than a third of the time. The pitch has helped him hold lefties to a .178/.276/.271 line with a 22% strikeout rate.

Smith is part of a Sox team that has leveled up from “historically bad” to “just bad.” They’re on a 50-win pace and, more importantly, they’re finding multi-year solutions. Smith should be a high-floor mid-rotation starter who won’t make much money for a while. Davis Martin, in his eighth season in the Sox org at 28, has established himself as a #4 or #5. Jonathan Cannon, 24, has done the same. These aren’t exciting players, but the White Sox are coming up from a floor no team had hit in 60 years. You take your green shoots where you find them. Along with Sean Burke, these four have given the White Sox a stable starting rotation that’s 21st in MLB in fWAR, with an ERA three-quarters of a run lower than last year’s group despite losing Garrett Crochet and Erick Fedde.

At the plate, Miguel Vargas has bounced back from a miserable start to post a .243/.321/.425 line (Editor Scott notes that he’s hitting .296/.365/.542 since April 20), and since the demotion of Andrew Vaughn has taken over at first base, probably his best position long-term. Chase Meidroth, part of the Crochet deal, has a .373 OBP. Catcher Edgar Quero, who arrived in the Lucas Giolito/Reynaldo Lopez trade, has made his debut with a .341 OBP, though the defense hasn’t quite been there yet. Again, the White Sox aren’t good, but they’re better. They’re better behind the kind of players who should be here a while and, thanks to their lack of service time and concomitant low salaries, will open the door for Chris Getz to put higher-priced vets around them. 
 
 

Monday, June 2, 2025

Newsletter Excerpt, June 2, 2025 -- "Royals Get Jac’d Up"

 

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.

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The baseline statistics are impressive enough, but it’s how Caglianone has gotten to them that is really exciting. In his short time in Triple-A, he’s posted an average exit velocity on fly balls and line drives of 99.9 mph, seventh among hitters at that level. (Roman Anthony, still in Triple-A, is just behind him at 99.8 mph.) Of his 40 batted balls at Triple-A, five came off the bat at at least 110 mph, and 23 at at least 95 mph. We’re talking about two weeks here, but the combination of contact rate and ability to hit the ball hard paints Caglianone as ready for the majors. His batted-ball numbers look like what players like Pete Alonso and Juan Soto have been doing in MLB this year.
 
 

Sunday, June 1, 2025

Newsletter Excerpt, June 1, 2025 -- "A Re-Opening"

 

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.

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Ben Brown, who isn’t throwing a complete game or even eight innings under the best of circumstances, gets to throw his six without facing the top of the opponent’s lineup three times. Brown was drafted in 2017 and is in his eighth pro season, 25 years old, and in all that time he has gone seven innings in a game on three occasions. He has never gone past seven. Brown is the typical MLB starter in 2025, engineered to go as long as he can at maximum effort. We know that when Brown gets the ball you are taking it back from him after six innings in almost all cases, so it’s just about which six innings you’re going to get from him.