Plate Discipline Trends Explain Lower League-Wide Offensive Production
Since 2004, batters have been seeing fewer and fewer pitches in the strike zone. According to Zone% - which indicates the overall percentage of pitches a batter sees inside the strike zone - the average percentage of pitches seen within the strike zone has fallen from 55.1% in 2004, to 45.3% in 2011 - a 17.7% decline in pitches seen inside the strike zone.

Hitters have adapted; according to O-Swing% - which indicates the percentage of pitches a batter swings at outside the strike zone - hitters are swinging at more pitches outside of the strike zone than they used to. In 2004, the average O-Swing% was 16.6%, while that rate now stands at 30.6% - an 84.3% increase in pitches swung at outside of the strike zone.
Another way to look at this is by the composition of Swing%. Swing% represents the overall percentage of pitches a batter swings at. In order to get a better look at the change in O-Swing% since 2004, we can break Swing% into the proportion of swings made on pitches outside of the zone (O-Zone% * O-Swing%) and the proportion of swings made on pitches inside of the zone (Zone% * Z-Swing%). For example, in 2004, approximately 17.6% of swings were made on pitches outside of the strike zone. That number balloons to 36.2% in 2011. As you can see below, the share of swings made on pitches outside of the zone has grown over the course of the past eight years.

It’s interesting that hitters have adapted as they have. With the increase in the proportion of pitches thrown outside of the zone - almost 55% of pitches were thrown outside of the zone in 2011 - one would expect hitters to be more patient at the plate, resulting in an increase in league average BB%. However, this is not the case: BB% has fluctuated between 8.1% and 8.9% over the past eight years, reaching its low of 8.1% this year - a year in which nearly 55% of pitches were thrown outside of the zone.
The change in Swing% composition does seem to have affected hitters’ overall offensive production. A regression analysis of O-Swing% on wOBA results in an r-squared of .34, which means that 34% of the variance in wOBA can be explained by O-Swing%. The regression equation is
wOBA = .342 - .063*O-Swing%
with a p-value of .077 on the O-Swing% coefficient. So the more frequently a hitter swings at outside offerings, the lower his wOBA will be, which is in accordance with intuition - the more frequently a hitter swings at outside offerings, the weaker the contact he makes, consequently deflating wOBA.
Furthermore, the change in Zone% also seems to have affected offensive production. A regression analysis of O-Zone% on wOBA results in an r-squared of .46, which means that 46% of the variance in wOBA can be explained by O-Zone%. The regression equation is
wOBA = .376 - .101*O-Zone%
with a p-value of .030 on the O-Zone% coefficient. So the more frequently a batter faces pitches outside of the zone, the lower his wOBA will be. This result is also intuitive - the fewer pitches a batter receives in the zone, the less frequently can he hit with power, consequently deflating wOBA. While hitteres could adjust by taking more walks, the net change in wOBA is still negative, (it takes multiple walks to negate one less extra base hit).
Finally, I tried regressing O-Zone%*O-Swing% on wOBA to see how the trends in Zone% and Swing% have affected offensive production. The regression resulted in an r-squared of .41. The regression equation is
wOBA = .339 - .106*(O-Zone%*O-Swing%)
with a p-value of .043 on the O-Zone% coefficient. So the more frequently a batter faces pitches outside of the zone and swings at these pitches, the lower his wOBA will be. Similar to the past two results, this also makes intuitive sense - the more frequently a batter receives pitches outside of the zone and swings at them, the weaker the contact he makes on pitches, consequently deflating wOBA.
These trends can partially explain the lower league-wide offensive numbers. Pitchers have been changing their approach to hitters, and hitters seem to have responded by taking more hacks on outside offerings, ultimately negatively affecting their offensive production. It will be interesting to track how these two trends progress over the next couple of years. Will pitchers continue to throw more and more offerings outside the zone? When will hitters start laying off of these pitches at a high enough rate to make pitchers go back to throwing inside the zone? We’ll find out eventually.