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Illustration: Lazaro Gamio/Axios

Conservative leaders are circulating data to White House staff that claims adults who vape will turn on President Trump if he follows through with his planned ban on flavored e-cigarettes, Axios has learned. 

Between the lines: The data (shown below) reveals that the number of adult vapers in key battleground states greatly outweighs the margins by which Trump won those states in 2016 — and they argue it could cost him reelection.

What we're hearing: "While parents may be concerned about e-cigarettes, the people who genuinely care about vaping as a voting issue so far outweighs the number of people Trump needs to win in 2020 that they are royally screwing themselves by doing this," Paul Blair, the director of strategic initiatives at Americans for Tax Reform, tells me.

  • Suburban moms concerned about vaping "don't have the same voter intensity on this as adult vapers do," an industry lobbyist said.
  • Florida, which Trump won by 113,000 voters, had about 873,000 adult vapers in 2016. They reason that if 1 in 8 vapers turn against Trump in 2020 because he foreclosed their vaping options, it could jeopardize the election.

Why it matters: If Trump backs away from proposed enforcement policy, it would be the second time in recent weeks that political concerns prompted him to dial back government regulations.

  • Trump's openness this summer to expanded background checks cooled after the gun lobby and campaign advisers warned about bad internal polling.

Our thought bubble: There are four unsubstantiated assumptions about adult vapers in the case being presented to Trump:

  1. They start out as Trump voters.
  2. They wouldn't vape anymore if they couldn't get the flavors.
  3. They are single-issue voters around vaping rights.
  4. The eventual Democratic nominee would be more vape-friendly.

Still, the math can't be totally ignored, especially in places like Michigan, Pennsylvania and Wisconsin where Trump's 2016 win margins were so narrow and the number of adult vapers is relatively high.

By the numbers: More than 4 million people in swing states regularly used e-cigarettes in 2016, according to FDA-funded survey data published last year in the Annals of Internal Medicine.

  • Industry experts say that number has increased significantly in recent years.

Behind the scenes: The White House scheduled a listening session with conservative groups last Thursday after receiving intense backlash from GOP leaders and industry execs following the announcement of the ban.

  • Among the invitees: The Competitive Enterprise Institute, the Goldwater Institute, AFT and the Vapor Technology Association.
  • But roughly 24 hours after invitations went out, the meeting was canceled.
  • "They’re in chaos mode on this stuff because the backlash has been so resoundingly overpowering," one invitee said.
  • A White House official says the meeting is expected to be rescheduled.

The bottom line: The political pressure points regarding the ban have gotten Trump's attention.

  • Shortly after the proposed ban was announced, Trump tweeted that he still likes vaping as an alternative to cigarettes.
  • Trump's 2020 campaign manager Brad Parscale also hit back at a Trump follower who tweeted that banning vaping products is "not on brand with MAGA."
  • One administration official said the tweets were prompted by a flood of criticism from conservative leaders.

Go deeper

Wall Street braces for more turbulence ahead of Election Day

Illustration: Eniola Odetunde/Axios

Wall Street is digging in for a potentially rocky period as Election Day gets closer.

Why it matters: Investors are facing a "three-headed monster," Brian Belski, chief investment strategist at BMO Capital Markets, tells Axios — a worsening pandemic, an economic stimulus package in limbo, and an imminent election.

Dave Lawler, author of World
3 hours ago - World

How Biden might tackle the Iran deal

Photo illustration: Aïda Amer/Axios. Photo: Drew Angerer/Getty Images

Four more years of President Trump would almost certainly kill the Iran nuclear deal — but the election of Joe Biden wouldn’t necessarily save it.

The big picture: Rescuing the 2015 Joint Comprehensive Plan of Action (JCPOA) is near the top of Biden's foreign policy priority list. He says he'd re-enter the deal once Iran returns to compliance, and use it as the basis on which to negotiate a broader and longer-lasting deal with Iran.

Kamala Harris, the new left's insider

Photo illustration: Eniola Odetunde/Axios. Photo: Joe Buglewicz/Getty Images     

Progressive leaders see Sen. Kamala Harris, if she's elected vice president, as their conduit to a post-Biden Democratic Party where the power will be in younger, more diverse and more liberal hands.

  • Why it matters: The party's rising left sees Harris as the best hope for penetrating Joe Biden's older, largely white inner circle.

If Biden wins, Harris will become the first woman, first Black American and first Indian American to serve as a U.S. vice president — and would instantly be seen as the first in line for the presidency should Biden decide against seeking a second term.