RE: Time, Monetary Disparity, Pressure, and No Brokering Equals Unexpected Consequences
Congrats on your big payday. Have not posted here for over a year as we are in kind of a dead period for realignment, but this is a major development. I have been saying for years OU is the key to cracking the B12 as they are the most displeased with the conference IMO. This contract pretty much guarantees they will be listening closely to any pitch the SEC gives them. Texas really wants to get their FB act in order, before they make a move; however, for a decade they have been treading water and they may not have the luxury of time to get their FB ship in order. Kansas is only a player if the conferences are looking at the basketball money next (which I think is the next logical step once the FB realignment pot of gold is depleted). The only hurdle is what the networks are willing to pony up for the B12 when the current contracts expire.
As currently constituted, I can't see the next B12 media contract being within the B1G and SEC financial ballparks, especially if Texas FB continues to wallow in mediocrity. I also can't see the PAC getting into that ballpark with it's currently anemic FB and BB combined with tepid fan interest. If the PAC and B12 are well behind the B1G and SEC, I think things will get a little bonkers around 2022/23 as those schools look to exit for better paying conferences (B1G/SEC) or reconstitute and merge to end up being closer to the B1G/SEC in value as PAC and B12 contracts expire. It is a lot easier to join an existing money making conference than to create your own though.
As we have discussed before, OU is more than willing to leave the B12, if you can guarantee they get at least 1 of OSU or Texas in conference for scheduling reasons. They may be willing to leave without one, if the financial incentive is large enough, but I think they will have to feel major financial pressure to do so. My guess is OU will put out feelers to the SEC about OU/OSU first as they have done that with every conference they have been rumored to have interest in. If they SEC consents, it gives OU a lot of leverage to twist Texas's arm to come to the SEC with or without little brother(s). One thing though, with Dodd's and Boren's giant egos being out of the picture, Texas and OU are working together better than they have in a long time. I think they will work together on possible solutions to the B12 falling behind. Which means I think they likely head to the same destination in the end if they decide the B12 is no longer viable. Whether they look to include other B12 schools in the move is up for debate, though if they can do so, I think they will try, if it won't financially hurt them too much and doing so would help mitigate political consequences.
Currently, I think the SEC just moved into the drivers seat for landing Texas and OU. You can take little brothers if necessary due to more lenient academic desires, are closer for travel, have 2 of Texas's traditional SWC rivals, have rich recruiting grounds, better sports (especially baseball) in the sports Texas and OU compete in, and will make the most. The BIG will make a hard pitch too, but in the end I think they are really hurt by the travel distance and unwillingness to take on TTU or OSU, despite being OU's desired academic peers and Texas's closest academic peers. Texas wants to control the State of Texas and not having any other conference games in the state (outside of OU at the Texas State Fair) would make this difficult in the B1G. If the B1G bends on TTU, then I think Texas, TTU, OU, and KU would be possible, but I think they would expand from the PAC before bending their academic standards that much. The B1G might also be able to swing Texas, without TTU, if they added the right mix of B12 and PAC schools, but it might require a very large expansion (4 or more schools) that the B1G has seemed to resist so far. But it would require a lot more work and/or bending on academics on the B1G's part than for the SEC IMO. Outside of academics and maybe, cutthroat recruiting issues, the SEC is a more desirable location for both Texas and OU IMO.
I think it is likely OU/UT will want to do this if they consider a move to the SEC: Texas, TTU, OU, and OSU. I think ESPN and SEC will push for KU instead of OSU in this scenario. OU/UT might counter with Texas, TTU, OU, OSU, KU, and 1 of WVU/TCU/ISU. That might not work financially though. I think it really comes down to how much OU needs OSU to come with. If they have Texas that is much less of a need. If the SEC somehow lands OU/Texas, with or without friends, then I look for a large expansion from or merger with the PAC for the B1G. Something like USC/UCLA/Stanford/Cal/UW/Oregon or even up to a complete merger. The PAC/B1G have been partnered in the Rose Bowl forever and the B1G would not want to be seen as killing the PAC. The PAC is in really dire financial straits and something must give there. The ACC is then sooner or later (at end of GoR) gobbled up by the B1G and SEC and we end up with 2 mega conferences (like the AFC/NFC in the NFL). Likely of 48 to 56 schools.
If Texas and OU want to hold more power than they would wield in the B1G or SEC and to have an easier playoff path than in the SEC, then look for some kind of merger with the PAC with schools being left out. There have been rumors swirling about schools from the PAC talking to the B12, so it is not far fetched. Something built around OU, Texas, and USC FB and UCLA and Kansas BB, but dropping some lower valued schools. It would pay less than the B1G or SEC, but would bring more value than either the current PAC or B12. This would be best for the sport as we could make conference championship games de facto play-off games increasing their value greatly for the near future. However, the ACC would be in real trouble at this point as they would be far behind everyone else, likely leading to another round of realignment when their GoR ends with the most valuable ACC schools being gobbled up by the B1G and SEC. Likely leading to 3 power conferences of around 48-60 schools.
I guess in the end, I think the contracts the B1G and SEC will land before PAC/B12 contracts run out will likely lead to 2-3 mega conferences within a decade or two. I just don't know if it is financially viable for media companies to pay the B12/PAC/ACC like they will the B1G and SEC. Maybe only if someone like Amazon wants to take a loss to get into the market, kind of like FOX did with the NFC back in the 90s to legitimize their network.
As for KU, I think KU will be pushed by ESPN to the SEC if Texas/OU do not come as a pair only or as part of a larger expansion, as I think ESPN really likes KU for it's BB content and KU/UK would quickly rival Duke/UNC as basketball's best rivalry, it reignites the KU/MU rivalry, and it strengthens the SEC's weakest sport. KU and Texas were also floated as a pair a few years ago as a test balloon I believe. I also think KU was talking somewhat seriously with the B1G and/or SEC recently (my guess is the SEC, we have been talking on and off with the B1G for decades), as for years we had neglected our stadium and all of sudden they are putting a huge focus on it and have already built a new indoor practice facility as a first step. I think KU would only do that, if we got some pretty good assurances about getting into one of those conferences with the upgrades, considering how terrible our FB program as been the last decade and how mediocre historically. Without some assurances I think it would be foolish to spend several hundred million on a new stadium in a sport that has dipping interest outside of the southeast. Either that or KU is doing it to be more attractive and will drop the full stadium renovation for pig lipstick if they are left out.
One other thing, politically I doubt KU is the first school to abandon ship. OU and/or Texas will have to leave first. KSU will struggle to find a home if the B12 falls apart, so it has to be clear that the conference is dying before KU leaves and helps drive another nail in the B12's coffin or KU will get political blowback and KU/KSU share a BoR as well. So though we could move anytime we wanted supposedly, the political consequences would make it extremely difficult. However, once it is obvious the conference is dying we would have political cover to leave. If you see OU or Texas going to the SEC or B1G without the other or OSU/TTU then watch for KU to follow after a few weeks.
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