Sarris: MLB’s new rules could mean more steals, higher averages, but which players benefit most?
Sep 1, 2022; Boston, Massachusetts, USA; Texas Rangers shortstop Corey Seager (5) hits an RBI single during the third inning against the Boston Red Sox at Fenway Park. Mandatory Credit: Bob DeChiara-USA TODAY Sports
By Eno Sarris
Sep 22, 2022
We know the rules will be different next season. We don’t know which players will be hurt or helped the most, though.
There will be a pitch clock, set at 15 seconds with nobody on base. The bases will be bigger. To combat excessive shifting, infielders will have to be on the infield dirt, two on each side of second. As Jayson Stark said, “stuff will happen.” There will be winners and losers as baseball tries to reshape the game into one that displays more athleticism and action.
But until they actually play under the new rules, we’ll be left guessing about the real impact, and about which players will shine the most in the new version of the sport — if it truly even is a new version of the sport. But educated guessing is what we do. So here goes.
The shift
If you refer to the new rules regarding the shift as “banning the shift,” it seems like such a huge deal. Now you start wondering about how high the batting averages can go for those lefty pull hitters, and start adding 20, 30 points of batting average. They’re banning it!
Most outs made on ground balls/line drives hit into shifts (3 men on one side) this year:
90 Corey Seager
66 Kyle Tucker
64 Max Kepler
64 Keibert Ruiz
61 Rhys Hoskins
61 Charlie Blackmon
61 Marcus Semien
Seager stands out, and Tucker (22/24 SB) could benefit huge from 2 rules
— Jeremy Frank (@MLBRandomStats) September 9, 2022
But they’re not quite banning the shift, are they? The defenders can still move around on the infield and play in different places, they just have to be on the infield dirt and two to a side. How different is that, actually, than what they’ve been doing? Here’s how defenses played lefties with the shift on this season.
As you can see, the (orange) second baseman has to take a few steps in, and the (red) shortstop has to stay behind second, and can’t move over to the first base side. Let’s focus on the second baseman for a second, because he can still cover the same angles (25 to 30 degrees on that illustration), he just can’t stand as far back. One coach thought these steps in might actually cut the second baseman’s range in half on balls struck over 100 mph, because of reaction times.
The list of lefties that hit ground balls and line drives over 100 mph in that 20-30 degree band is just as obvious as you think: Corey Seager, Seth Brown, Max Muncy, and Kyle Schwarber are all in the top 15. Seager hit 31 balls in that direction into the shift … but still hit .387 on those balls. The league hit .462 into the shift on those balls. With no shift on, though, they hit .670 (!!). As a group, if the top 20 in pulled line drives hit that same number of balls in the same directions next year, they’d average an extra three hits next season.
Three hits, huh. That adds up over all of baseball, but on a single-player level, it’s not all that much. Are we overvaluing the effect of moving the second baseman in a few steps?
And of course, you still have your outfielders, as Mike Petriello points out.
… if you want to torment Joey Gallo, you can still torment Joey Gallo. You just risk a lot more than a single if he goes to LF. pic.twitter.com/EMBvuXQjzd
— Mike Petriello (@mike_petriello) September 10, 2022
While it looks like that pull ground ball alley could be covered by an outfielder, the question is also how likely that is to happen, especially with the extra-base hits a team would give up on any hit to left field. With the pitch clock also in hand, though, would teams want their outfielders sprinting around in the 10-to-15 second window they’d have?
Another change on the field seems like it’ll be in the five-to 15-degree angle on that illustration — a place where the shortstop used to be able to be, but can’t be anymore. Which lefties hit ground balls and line drives in those angles with the shift on?
Hitting them where they won't be
Corey Seager
0.377
53
11.6
Matt Olson
0.302
43
10.3
Kyle Tucker
0.405
42
10.1
Max Kepler
0.317
41
12.6
Shohei Ohtani
0.293
41
10.7
Charlie Blackmon
0.278
37
9.0
Yordan Alvarez
0.351
37
10.8
Freddie Freeman
0.444
36
7.5
Rowdy Tellez
0.265
34
9.1
Cody Bellinger
0.344
34
10.4
Daniel Vogelbach
0.424
33
12.6
Josh Naylor
0.387
32
9.4
Bryan Reynolds
0.355
31
8.5
Seth Brown
0.533
30
9.4
Kyle Schwarber
0.467
30
8.7
Tony Kemp
0.310
29
7.3
Carlos Santana
0.214
28
9.1
Mike Yastrzemski
0.370
27
8.7
Jared Walsh
0.185
27
9.5
Jesse Winker
0.423
26
7.6
Okay, so this table has some of the same lefty pull hitters that showed up on the first list. Corey Seager, Kyle Tucker, and Matt Olson seem to fall into that bucket at least.
But you might notice a couple of things about this table if you keep looking at it. There are plenty of spray-hitting line drive masters sprinkled in here — Charlie Blackmon and Freddie Freeman are not your typical all-or-nothing lefty pull sluggers.
“Charlie and Freddie give me nightmares already,” said one coach responsible for setting infield defenses. “They’re ‘make you pick’ guys that distribute their ground balls relatively equally, so you’ll have to pick where to play your right-side defenders.”
How much can these players gain from losing that defender on the right side of the bag? The league hits .333 on these balls with the shift on, and .386 with the shift off. How many hits would our top twenty up the middle lefties add if they all hit .386 on these balls next year?
One extra hit each, on average.
Sure, the low-average guys like Matt Olson and Rowdy Tellez could see as many as four more hits next year based on limiting the shortstop’s ability to play on the right side of second. But someone like Kyle Tucker, who is supposed to benefit greatly from the shift rules, would not see any benefit, theoretically, on those balls up the middle on the right side of the infield. And as a group, they’d see about one more hit each.
If not much happens based on this rule, it’ll be following precedent.
“We did not see a large effect of limiting shifting at the Double-A level,” MLB’s Morgan Sword told Ben Lindbergh last year.
Batting average on balls in play rose a little that year, but BABIP tends to go up and down from season to season, and in fact, BABIP in the minors went down in the second half when more restrictive shift rules went into effect. If teams find a way to use outfielders to retain their ability to shift, it’ll also make sense: they’ve been more effective at suppressing offense with outfield shifts than infield shifts in recent years.
So, sure, give some lefties a few extra hits next season, especially ones with some spray ability like Freddie Freeman, Alex Verdugo and Rowdy Tellez. Doesn’t seem like anyone should add twenty or thirty points of batting average from these shift rules alone.
And some players might get hurt by these rules. It looks like second basemen and third basemen that don’t pick it well will have more pressure on their gloves without the ability to shift as liberally. Cameron Grove took a look to see which positions would need to show more range, and those were the two positions that stuck out.
I've seen it suggested that banning the shift will increase the value of infielder range. I used my defensive models to see if that's the case.
There isn't much of an overall effect, but there are significant changes with individual positions and batter handedness. pic.twitter.com/NbhPMvhrdK
— Cameron Grove (@Pitching_Bot) September 13, 2022
The league has been trying out bigger, slower defenders at second base and third base with the shift rules. Those players may be in for a rude awakening this year.
Helped the most: Corey Seager, Rowdy Tellez, Matt Olson, Kyle Schwarber, Max Muncy, Shohei Ohtani, Max Kepler, Jared Walsh
Hurt the most: Patrick Wisdom, Nolan Gorman, Luis Rengifo, Harold Castro, Alec Bohm
The clock
There will be a 15-second timer on pitchers with the bases empty this year. Anyone who has watched a minor league game will tell you that it speeds up the action, reduces downtime between pitches, and generally gooses the game, and the length of the games down there reflects that truth, as they’ve been shortened by more than 15 minutes.
That’s the top-line goal for the pitch clock. The secondary goal is trickier.
“Implementation of a pitch clock could lower the strikeout rate,” Theo Epstein told me for a story last month.
Why? The thinking could be that less time between pitches could reduce velocity. The converse of that phenomenon has been shown to be true, as Rob Arthur had compelling evidence that more time between pitches helped pitchers increase their velocity. But Stark reported that minor league velocity didn’t change last year when the clocks were implemented.
“I think the logic of having more time would make sense, but I’ve never really seen it affect someone much anecdotally,” said Chris Langin, Pitching coordinator at Driveline. “For a pulldown (running throw) it definitely seems like that taxes guys to the point some considerable rest is needed … kind of similar to doing a set of deadlifts or something. But just like, full wind-up and stretch throws … meh.”
That does look more like a max-effort deadlift than your average pitch.
More rest, more velocity makes some sense, but we haven’t seen it in the minor league data, so maybe there isn’t as much of a through line here. The other issue is that pitchers that have changed their pace have not seen a corresponding change to their velo in the past. Using Statcast’s tempo data, we can look at over 1,200 pitcher seasons in which a pitcher threw 100 innings in both seasons. Here are the pitchers by how much their pace changed from season to season and how much their velocity changed along with it.
faster by >1 second
-.12 mph
168
faster by <1 second
-.29 mph
400
slower by <1 second
-.14 mph
409
slower by >1 second
-.11 mph
242
Especially when you consider that aging curves suggest that most pitchers lose velocity as they age, this table doesn’t seem like great evidence that pitchers who have to speed up their pace next season will see a significant velocity loss beyond what they’d normally experience.
Still, the slowest pitchers will see a difference next year, and who knows how that might affect them. Mostly that means older relievers and a few slow starters will see new routines next season, for what it’s worth. Who gets helped? The fans, maybe, because it doesn’t look like there’s any benefit to the defense when a pitcher works fast in front of them.
Hurt the most: Giovani Gallegos, Kenley Jansen, Devin Williams, James Karinchak, Craig Kimbrel, José Suarez, Shohei Ohtani
Helped the most: The fans?
The bases
The bases will be a little bigger, to the point that they’ll shrink the base paths by around four-and-a-half inches. As Stark reports, that’s amounted to an extra 1.5 attempts per game in the minor leagues, meaning batters are taking off about twice as often given an opportunity.
But! That’s the minor leagues, where many organizations don’t put any priority on actually winning games, and players are often trying to get noticed any way they can. Still, there’s a decent correlation between minor league stolen base attempt percentages and major league ones, so maybe some real aggression on the base paths is coming.
The other but! is that it won’t be the same for every player. Stealing bases is a math proposition these days, and only certain combinations of running speed and pitcher times to the plate will produce the right opportunities. You have to have some speed to take advantage of the extra four inches.
Could there actually be three groups hidden within this one group? Think of the slowest guys — four inches isn’t going to mean much to them. Luke Voit takes five seconds to get to first, he’d still get caught no matter how big the bases are. And then there are the fastest guys, the ones taking off a lot already, and they could see their attempt rates double next year if it’s going to be easier.
The most fascinating group are the guys that are kinda fast. Maybe they’re not taking off now, but with second base four inches closer, that could change the math for them. They’re in that bend in the curve, but maybe they’re hidden between the two other groups. If so, that would be an example of Simpson’s paradox, where the entire group might be doing something different than the subgroups within. Let’s re-draw the correlations after we split the graph above into three groups.
At least we’ve identified the players that won’t benefit from this. They’re the group on the right with the flat line, showing that they won’t take off more even if shorter bases make them effectively faster.
The trend line on the left, for the fastest players, suggests that players who took off five percent of the time (league average) this season will take off around 7.5 percent of the time next year. That’s not quite double, but it should be a lot of stolen bases. That would turn someone like Andrew Benintendi, who is on about a ten stolen base per 650 plate appearances pace, into someone like Christian Yelich, who is on a 17 stolen base per 650 plate appearances pace. Amed Rosario’s pace (17 SB/650) could turn into Trea Turner’s (25 SB/650).
In the middle? That’s the hardest to figure out because the go/no-go line will be different next year. If the trend in that group holds, a player that took off 2.5 percent of the time last year will take off three percent of the time next year. That’s not a lot more. It could turn Luis Urias (2 SB/650) into Joey Gallo (5 SB/650) if the line is to be believed. If these increases seem muted, we have to remember that the throw is shorter, and the pickoff and clock rules will have an effect on this as well. New trend lines will emerge as teams apply analytics to the new basepath lengths.
Most likely, the fastest group is the group that will benefit the most, and they’ll go nuts off the slowest pitchers, in terms of times to home.
Helped the most: Trea Turner, Corbin Carroll, Alek Thomas, Myles Straw, Andrés Giménez, Byron Buxton, Amed Rosario, Brandon Nimmo, Gavin Lux, Ozzie Albies
Hurt the most: Noah Syndergaard, Sandy Alcantara, Nick Pivetta, Carlos Rodon, Kevin Gausman, Mitch Keller, Madison Bumgarner
The pendulum keeps swinging
There is, of course, a caveat that hangs over all of this analysis: what happens in the coming years after these changes are implemented? It took 15 years after pitch tracking debuted to get from 91.9 mph to 93.9 mph. It took five seasons after spin rate tracking debuted to get from 2,239 RPM on the league-average fastball to the peak in 2020, 2,305 RPM. Trends take time to permeate through 30 teams.
Rule changes and data changes have an initial effect, and then a long-term effect as front offices find ways to optimize within the new reality. Even if we don’t see outfielders sprinting into new configurations in year one, we may see it eventually. Even if hitters don’t all start pulling the ball right away, we may see more of that eventually due to the shift rules. Every team may not be able to put a good defender at second base in 2023, but the game may look different after they’ve had a chance to see what happened in year one.
That’s generally a good reason to think that the immediate change on a player-by-player basis may be muted in 2023. In the meantime, we’ll have plenty of outcomes to watch for.