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  • Here's Why the Twins Haven't Gone Hard After Pitching


    Nick Nelson

    There's been a lot of frustration expressed over the Twins and their unwillingness to spend on free agent pitching. 

    I share that frustration. I'm not going to defend it here. I'm just going to try and explain the likely reasoning behind it.

    Image courtesy of Ed Bailey, Wichita Wind Surge (Jordan Balazovic)

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    Aaron Gleeman penned a great piece for The Athletic last week addressing the team's hesitance to spend on pitching. This has been a trend for years, and now has become a glaring oddity, given the severe need for rotation help.

    Unless they sign Carlos Rodón (unlikely), it is clear the Twins have actively decided to bow out of the high-end free agent pitching market this offseason. They had money in hand, and yet they let every frontline type fall off the board, with no signs of serious pursuit.

    Why? Part of it undoubtedly ties to a fundamental aversion to risk, but I think there are deeper strategic underpinnings. 

    When you look at the organization's pitching pipeline, and the number of MLB-ready arms that need to be evaluated, it becomes a bit easier to understand the desire for extreme flexibility.

    A pipeline ready to pay off

    It's no secret: this front office was brought in to develop pitching. That was Cleveland's specialization when Derek Falvey was there, and it's been a calling card of successful mid-market organizations over the years. 

    There seems to be a sense that Falvey has fallen short in this regard, but we're judging an incomplete picture. Realistically it takes around five years or so to draft-and-develop a pitcher. This regime had a minor-league season wiped out by COVID in their fourth.  

    When you look at the proliferation of intriguing arms in the system that are approaching MLB-readiness, the plan appears to be on track following a jarring disruption. 

    All of these pitching prospects could feasibly be listed with an ETA of 2022:

    • Jordan Balazovic, RHP (23 next season)
    • Jhoan Duran, RHP (24)
    • Josh Winder, RHP (25)
    • Cole Sands, RHP (24)
    • Chris Vallimont, RHP (25)
    • Simeon Woods Richardson, RHP (21)
    • Drew Strotman, RHP (25)
    • Matt Canterino, RHP (24)
    • Louie Varland, RHP (24)

    When I say these are "interesting" pitching prospects, I don't mean, "These are guys with raw stuff who could put up numbers if they figure things out." They've all put up numbers. In some cases, ridiculous numbers. Most of them have reached the high minors, and nearly all are at an age where good prospects tend to take the big-league step.

    Are the Twins viewing 2022 as a season to fully evaluate the quality of these pitchers and assess the strategy they've been developing for half a decade? It seems that way to me. 

    What to expect after the lockout

    If this theory is correct, it doesn't mean the Twins are going to stand idly and let Dylan Bundy be their only pitching addition. None of the prospects mentioned above will be ready to go out of the gates, barring an unforeseen spring development. But it does mean they'll likely continue to avoid larger investments in pitchers, and the commitments those entail.

    I wouldn't be surprised to see them sign one or two of the better mid-tier starters remaining – say, Zack Greinke or Michael Pineda – and then round out the staff with a bunch of hybrid starter/reliever types who can contribute bulk innings while offering some upside. I outlined what a model might look like in practice back in early November.

    This model would be ideal for gradually bringing along young rookie starters in a controlled setting. You're not asking them to go out and throw six innings every fifth day, which none are physically built up to do. You're simply asking them to let loose and impact games. Maybe even win some games.

    Is this a "rebuild"?

    Falvey has bristled at the notion his team is headed for a rebuild in 2022. "I'm not using that word," he told reporters. Is he off base? 

    Even if the approach I've put forth above is accurate, I think it's fair to steer away from such a characterization. "Rebuild" implies having no real aspiration to contend, but rather starting anew with a long-term scope. The Twins aren't starting anew. They're sticking with the rebuilding plan that's already been in place throughout this front office's tenure.

    These internally-developed arms were always going to the hold the key to Falvey and Thad Levine's vision for a sustainable winner. It's time to get a gauge on the validity of that vision.

    A prototype to follow

    Looking back through franchise history, we can find a pretty decent parallel for what a youthful takeover of the rotation could look like: the 2008 season.

    That season, too, had the makings of a rebuild on the surface. Minnesota traded Johan Santana for prospects during the previous offseason, while letting Torii Hunter walk. They didn't go out and make any big moves in free agency. 

    The rotation ended up being led by Scott Baker, Nick Blackburn, Kevin Slowey, and Glen Perkins. Of those four, only Baker had more than 100 innings of major-league experience coming into the campaign. All were between 24 and 26 years old.

    Ironically, the biggest misstep by the front office that year was signing Liván Hernández under the pretense that this young group of starters needed a veteran leader. Hernández posted a 5.48 ERA over 23 starts before being cut in August to make room for Francisco Liriano – another young starter who rounded out the youth-led rotation.

    That youth-led rotation proved very capable. The Twins came within a game of a postseason berth, thanks in part to a solid offense led by a pair of MVP contenders in Justin Morneau and Joe Mauer. 

    The 2022 Twins offense, led by Byron Buxon, Jorge Polanco and others, will have a chance to win if they get any help from the pitching. Why can't that help come primarily from the internal pipeline? It's happened before.

    A learning year

    Despite my efforts here to understand and justify the front office's lack of aggressiveness on the pitching market, I can't deny that the youth movement plan is a long shot. For every example like the 2008 Twins, there are plenty more where inexperience doomed a young rotation.

    But I'd argue that even in that scenario, the coming season can be a valuable one. They can throw numerous guys into the fire, take stock of what they've got, and assess their needs going forward more accurately. 

    Ideally, they'll add at least one more moderately good free agent starter and another impact arm via trade, so as to improve their odds and lessen the total reliance on unknowns. But as a general course of action, I don't hate the idea of letting the pipeline produce.

    It's not the start of a rebuild. It's the summation of a rebuild that was initiated six years ago when Falvey and Levine first took over. 

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    4 hours ago, Nick Nelson said:

    Exactly this! I picked the AL Central because, well, that's the division the Twins are trying to win, and the teams they compete against most frequently. But I also picked it because those teams operate on somewhat similar financial footing. 

    It is utterly irrelevant to say "Look, the Yankees/Dodgers/Astros signed a big free agent pitcher, why don't the Twins??" Those teams operate in a completely different context. 

    So many people act like throwing money at free agent pitching is some surefire path to contention or getting over the hump. From my view there is just no real evidence of this being true, at least for a team like the Twins. 

    Here are the winning percentages and number of 90 win seasons for all of the teams with similar or less revenue since 2000.  The Padres and Rockies are closest to the Twins in revenue.  The only team with a worse record over the past 2 decades would be the Royals.    Anyone who cares to actually know the facts about roster construction should go to Fangraphs and look at the years these teams won 90 or more.  Look at the players that contributed 1.5 WAR or more.  Then, if you don't know how they were acquired go to BB Reference.  What you will find is that internally developed players and players acquired as prospects or before they ever produced a 1.5 WAR season dominate the acquisition methodology.  You will see virtually no high-end free agent SPs.  The only one I can think of is the Dbacks got Greinke in 2016 when they signed the big TV contract.  The won 69 / 93 / 82 games with him and traded at 2019 deadline.  They were knocked out in the first round in 2017.   I don't understand why people don't actually look at how these teams were built before taking a hard stance on how it should be done.  There are 51 90+ win seasons.  I welcome anyone to show us all the teams that got there with high end free agent pitching.     

    Oakland        .535             10

    Indians         .516             9

    Twins            .502             6

    Mariners       .480             4

    Dbacks         .490             4

    Brewers        .488             4

    Rays             .507             3

    Reds             .481             3

    Orioles         .459             2

    Pirates           .452             2

    Marlins         .480             1

    Padres           .476             1

    Rockies         .489             1

    Royals           .442             1

                           

                                

                                

                                                    

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    I always like home grown.    Get Greinke and Pineda and hope for the best.   One issue with your 2008 summary though.   Twins won 8 of Livan's first 9 starts which was crucial for a good start and for competing through the season.   He didn't do too badly after that.   Liriano was coming off surgery and started 2008 going 0-3 and had no clue.   He was sent down to figure things out and was pitching great by the end of July.    The only thing wrong with using Hernandez that year was that they waited at least one and probably 2 games too late to release him in favor of Liriano that year.    Liriano pitched great the rest of that year.    I remember hoping at the time that waiting one game too long to exchange them would not cost them but of course it did.

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    19 hours ago, Nick Nelson said:

    Exactly this! I picked the AL Central because, well, that's the division the Twins are trying to win, and the teams they compete against most frequently. But I also picked it because those teams operate on somewhat similar financial footing. 

    It is utterly irrelevant to say "Look, the Yankees/Dodgers/Astros signed a big free agent pitcher, why don't the Twins??" Those teams operate in a completely different context. 

    So many people act like throwing money at free agent pitching is some surefire path to contention or getting over the hump. From my view there is just no real evidence of this being true, at least for a team like the Twins. 

    I have posted the production of 5+ year free agent SPs more than once.  I am not going to go through that exercise again but I will summarize by saving 3 WAR season are unusual.  Perhaps more importantly to the Twins, their production after the 1st year is downright horrible and beyond year 3 they are a serious detriment outside of a couple truly elite SPs  (Scherzer/Greinke/Verlander) who defy the normal decline.  History also shows us that successful teams of similar revenue have never been a product of high-end / high dollar free agent SPs.  Yet, many here insistent we sign them now so we have them when we are ready to contend.  This is a horrible strategy.  Given the 1st 2 seasons are by far the best and they are generally a detriment the last 2-3 years, it is crucial to sign them when the team is in a window of contention.  

    I would welcome examples of success stories from anyone who disagrees.

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