Five
weeks ago I put out my annual midseason breakdown of every team. As in the
past, I broke the league down into tiers, all leading up to the top four that I
declared as the “real contenders” in the NFL. Typically I’ve done a very good
job with this, nailing every Super Bowl winner and most of the Super Bowl
participants each of the six year I’ve done this. So of course, everyone who
read the post left feeling utterly certain that this year’s champion would be
either New England, New Orleans, Green Bay, or San Francisco.
About
that: I may have made a mistake.
Honestly,
it’s a mistake that should have been clear at the time. The midseason review
post came less than a week after Baltimore’s Sunday night thrashing of the
Patriots, where they announced themselves as not just contenders, but possibly
favorites in the league. I was hesitant to crown them at the time, and the games since have not made that choice look great. Baltimore rolled to victories
over the Bengals, Texans, and Rams before earning hard fought wins over the
49ers and Bills, and after New England’s losses to Houston and Kansas City they now sit at the top of the AFC.
At
this point, Baltimore is the betting favorite to win the Super Bowl. They have
the MVP frontrunner in Lamar Jackson, and a relatively clear path through the
weak AFC (even weaker now if New England continues their struggles). So I felt
that I would be remiss if I didn’t acknowledge my error, and take a deeper dive
into everything that makes the Ravens the best team in the league right now.
Defense
This
is one piece that should have been obvious when I wrote this team up last month. Coming off back to back top 3 finishes in DVOA, it seemed like the defense
would be the strong point of the Ravens team this year. This defense carried
them to the playoffs a season ago, and it seemed prime to do the same again,
even if they couldn’t figure out how to make their offense work with Jackson.
And
yet through nine weeks, that certainly wasn’t the case. As they sat at 6-2,
Baltimore was a team clearly powered by their offense, with the 4th
best DVOA on that side of the ball and only the 21st on defense. And
on the surface, there were plenty of easy explanations. They lost both Terrell
Suggs and Za’Darius Smith, their two best pass rushers from last year, as well
as Pro Bowl inside linebacker CJ Mosley. They turned over a couple pieces in
their secondary, and it was easy to imagine them struggling to fit together the
mismatched pieces of their new defense.
The
thing about defense is, it is wildly inconsistent. From season to season
especially, but even within the same season. Earlier this year I highlighted
five teams that were being powered by excellent defenses, and while New
England, San Francisco, and Buffalo still rank 1, 2, and 5 respectively in
DVOA, Green Bay and Detroit have plummeted to 20th and 24th.
And, inevitably, Baltimore has gone the opposite direction, rising to now rank
as the league’s 4th best defense by DVOA.
Some
of this is just luck, as defensive success or failure often is. Some of this is
cohesion, as the pieces of the defense have slowly pulled together. But part of
the credit also goes to their addition of Marcus Peters in a trade from the Rams.
Peters
struggled in Los Angeles, but that had more to do with his role than his actual
ability, and now in Baltimore he is freed to be his best self. He has never
been a lock down cornerback in man to man coverage, and he was overwhelmed as
the lynchpin in the Rams secondary. In Baltimore he is the third best
cornerback, and this frees him to play a lot more aggressive, trusting the
secondary behind him to hold up as he makes borderline reckless plays on the
ball. After averaging an interception every 2.5 games in Kansas City, that rate
plummeted to an interception every 4.4 games in Los Angeles. In six games with
the Ravens he has three interceptions, even better than his pace as the start
of his career.
Coaching
Three
quarters of the way through the season, John Harbaugh is (in my mind at least) the clear front runner
for Coach of the Year. He’s been one of the best coaches in the league since he
was hired, even if that’s gotten somewhat lost in the past couple seasons trapped
in a Joe Flacco designed purgatory. But he’s proven it once again this year as
he has elevated the entire roster through his game management and schematic innovation.
The
most obvious change has been Baltimore’s aggressiveness going for it on fourth
downs. For years anyone with a basic understanding of math has urged football
coaches to be more aggressive attempting fourth down conversions, and while
several teams over the past few years have been open to it, no one has embraced
the analytics like Harbaugh has. He has someone up in the booth relaying win
probabilities to him live in every game, an innovation I’m sure will be
standard within ten years. And this has led to a rapid increase in fourth down
attempts by the Ravens, and a corresponding increase in offensive production.
It
certainly helps that the Ravens are uniquely suited to excel in short yardage
situations. They are the best running team in football, and the ability to use
their quarterback as an extra rushing threat makes it even more difficult for
defenses to plug every hole. Getting two or three yards is almost automatic for
this team, and Harbaugh has recognized this and adjusted his strategy
accordingly.
It
sounds simple, but it still seems to perplex most coaches when you suggest that
flexibility is the most important trait a coach can have. Bill Belichick is the
greatest coach of all time, and he has won every way you can imagine. A defense
that grinds out games, a spread out aerial assault, a versatile offense
attacking with players who can all fill interchangeable roles. Andy Reid is the
next best thing in the modern NFL, and he has allowed his system to adapt as
well, embracing concepts that were typically viewed as “college offenses” to
build the most dangerous passing attack in football.
And
this brings me to the biggest triumph of Harbaugh this season: his embrace of
building an offense around his unique quarterback. But I think that deserves a
section of its own.
Offense
Training
camp began with Harbaugh proclaiming that his staff had spent the offseason
developing a revolutionary new offense, and the world collectively rolled their
eyes. After all, coaches are always saying shit like that, and it rarely
amounts to anything more than a couple cute play designs each game. This
offense was a disaster last year, both during Joe Flacco’s time as a starter
and after Lamar Jackson took over.
But
I guess we should have had more faith in Harbaugh, because he was absolutely
right. This offense is the absolute peak of what we could have imagined being
built around Jackson, a run-first system with the talent and the design to not
just work in the modern NFL, but to thrive. For the past decade the NFL has
been chasing notions of the zone-read and the air raid with mixed success, and
now Harbaugh has finally figured out how to import a college offense into the
NFL.
Except,
that isn’t what has happened. It’s a cool story, but it falls victim to the
same fallacy that got Jackson’s time at Louisville dismissed as a “college
offense”. In truth, Jackson hasn’t run the sort of spread out, simple scheme
that people often associate with college football since his time in high
school. Louisville ran an NFL offense when he was there, and the Ravens are
doing the same now, but both teams were smart enough to add unique twists to
their offenses to make the most of a one of a kind player.
The
zone-read fad in the NFL petered out fairly quickly because it was all based on
deception. It’s about tricking the defense into running into trouble, and while
that can certainly be an effective strategy, it isn’t one that is built to
last. We’ve seen the same evolution in the college game, where the modern
spread has evolved past the simplified schemes that were so successful for the
Pat White era West Virginia teams and the Dennis Dixon Oregon squads.
The
read-option isn’t gone. It is absolutely still a part of a lot of college
offenses, and a handful in the NFL as well. The Ravens use it quite a bit, but
it isn’t the heart of their offense. At its core, Baltimore’s offense is built
around a power rushing attack, using the same schemes that have been successful
in the NFL for the past eighty years, just with a little bit more window
dressing on top of them.
Most
of Baltimore’s plays are very simple in concept. Powers, counters, stretches,
traps. If you just watch the offensive line and the running backs, you could
convince yourself this is the most backwards team in the NFL. Their offensive
line mauls people coming downhill, and Mark Ingram pounds the ball between the
tackles. They regularly use a fullback and multiple tight end sets. Their wide
receivers focus on making big plays down the field, and not so much on simply
moving the chains.
What
differentiates the Ravens from bland teams like the Seahawks and the Jaguars
are the trappings they have built around this traditional rushing attack.
Harbaugh has embraced analytics as I discussed above, and that means more than
just being more aggressive on fourth downs. There are three key findings that
analysis of NFL offenses have found that the Ravens have incorporated into
their offense:
- Pass plays with play action are more effective than traditional dropbacks
- Plays with a player in motion at the time of the snap are more effective than plays with everyone set
- The biggest predictor of a running play’s success is the number of defenders in the box
The
Ravens built a new offense designed to utilize all three of these advantages.
They play with multiple tight ends, but they rarely pack the middle of the
field, forcing defenses to spread out and open wider lanes for them to run. And
they make their formations dynamic, sending players in motion before the snap
to force defenses to adjust on the fly, provoking moments of indecision that
can open things further up. And when they do pass, they use play action as much
as any team in the league, taking advantage of defenses that are keyed up to
stop the run in order to slow down the pass rush and open up holes in the
secondary.
But
of course, as effective as this scheme is, it wouldn’t work without the talent
to make the most out of it. As with most great rushing attacks, the Ravens are
excellent on the offensive line. Marshal Yanda has put together a Hall of Fame
caliber career, and he remains a dominant run blocker on the interior. Ronnie
Stanley is a former top ten pick playing as well as any tackle in the league,
and Orlando Brown is a behemoth capable of overwhelming people on the other
side.
But
the key to all of this is, of course, Jackson. He is a puzzle that defenses
still haven’t worked out, and one that they may never be able to work out. The
key advantage to both the wildcat that prospered a decade ago and the
read-option that found success a few years after that is that by making the
quarterback a running threat, the number game that typically favors the defense
is suddenly evened up. It more or less turns the quarterback into an extra
blocker, letting him erase a defender by threatening to keep the ball.
Defenses
quickly ended the success of the wildcat by loading up the box to fix this
problem, counting on the opposing “quarterback” to be unable to throw the ball.
It essentially became just another running play, and offenses soon moved away
from it. The read-option has lingered a bit more, but teams are hesitant to use
their quarterbacks to run the ball too frequently, as injuries derailed the
career of Robert Griffin III and have caused problems for Cam Newton as well.
Jackson
is different though. He’s a running threat unlike any of those other
quarterbacks, unlike any quarterback we have really ever seen. He isn’t just a
great mobile quarterback, he’s a great runner period, in the same category as
players like Alvin Kamara, Saquon Barkley, Cordarrelle Patterson, and Christian
McCaffrey when he gets into the open field. Even if defenses reclaim the
numbers advantage, he can erase that once again by making a tackler look
foolish in the open field.
Of
course, none of this would work if he wasn’t also a threat throwing the
football. That was the issue a year ago, and that is the problem that seems to
have resolved itself to turn the Ravens into the most dangerous offense in the
league. They don’t throw the ball a lot, and when they do it isn’t a very versatile
passing game. They attack over the middle of the field with their tight ends,
and they use speedy wide receivers to threaten big plays down the field.
But
that’s really all they need to do. Because against this team, defenses are put
in an impossible bind. If they drop an extra player into the box, Marquise
Brown or Miles Boykin will sail past them over the top. Baltimore’s offensive
line is too good for a four man rush to consistently pressure the quarterback,
and if defenses try to blitz, they leave themselves vulnerable to Jackson
breaking through a lane and taking off into the spread out defensive backfield.
I
expected this offense to come back to Earth after its hot early season start.
But this wasn’t some flash in the pan, and it isn’t something defenses are
going to solve. After week 9 the Ravens were fourth in the league in offensive
DVOA. Five weeks later they have moved up to number one, and with a defense
playing at an elite level as well, it’s hard not to see them as the best team
in the NFL.
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