20-20 vision: A team-by-team PL season preview
Arsenal content? Sure. But there are 19 other teams to worry about too ...
This must be my longest newsletter yet. So sure, I have plenty of thoughts about Arsenal. Just last week there was a newsletter about the squad ahead of the new season.
But I have a lot of non-Arsenal thoughts and questions too, especially at this time of year, with a new season just about to kick off. So I thought, instead of keeping my own pre-season exercise of sizing up every team in the league confined to my own head, I’d write it all down. Hopefully you find it interesting!
If you want to join the social media X-odus, there’s a considerable Arsenal community on Threads now. Hop in!
Aston Villa
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Aston Villa are in the Champions League and that’s enough to get anyone excited.
Amadou Onana brings a lot of athleticism and plenty of quality in midfield, an area of need, and Ollie Watkins was maybe the best striker in the league last season. Why wouldn’t they be able to keep it up?
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Douglas Luiz and Moussa Diaby were two of their seven most-used outfield players last season, both have been sold. Lucas Digne was a third in that group well and is being touted for a sale whether he wants it or not.
That’s a hell of a lot of change for a team that is about to face a tougher season. Boubacar Kamara had also started 20 Premier League games before suffering an ACL tear in February and he is highly unlikely to play before Christmas. They really missed him (see below) and the fatigue brought by fixture congestion won’t be any easier to handle this time around.
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That fatigue really seemed to kill Villa last season. That and maybe their high line being figured out to an extent.
In terms of xG conceded, Villa’s 14 best performances of last season came in their first 21 games. Looked at another way: per Understat, they conceded 26.7 xG in their first 19 games and 38.4 xG in their last 19 games.
Things started to crumble a bit and Unai Emery will have to improve things as well as dealing with Champions League, rather than Conference League, football.
Bournemouth
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After a rocky start to last season, Bournemouth seemed to grasp Andoni Iraola’s demands when it comes to pressing and unsettling the opposition. From 27 October onwards, the Cherries picked up the sixth most points (45) and fourth most expected points (47.7) in the entire league.
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Dominic Solanke scored 19 of Bournemouth’s 54 Premier League goals last season but has now joined Tottenham. With 35% of their goals in 2023/24, Solanke had the biggest contribution to his side’s goals of any player in the league.
Right now there is no replacement but even when there is one, they will have big shoes to fill: no player had ever scored 19 in a top flight season for Bournemouth before. It’s hard not to think the team will struggle in front of goal this time around.
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Solanke may be gone but the key to Bournemouth’s success really was the way the team plays as a whole. They’re one of the league’s most intense sides, coming in fourth for PPDA (measuring how many opposition passes there were per defensive action) and sixth for high turnovers in 2023/24. Those things aren’t likely to change.
Brentford
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Bryan Mbeumo. Ivan Toney. Yoanne Wissa. Keane Lewis-Potter. Kevin Schade. Igor Thiago. Fabio Carvalho.
As well as being excellent — both creative and effective — at dead ball situations, Brentford boast so much attacking talent at the time of writing that it is hard to imagine Thomas Frank won’t eventually crack how to get them purring at that end of the pitch and combine that with the principles that made them so hard to break down in their first two top flight seasons.
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OK but the lack of (effective) evolution from when the Bees came up do give pause for thought. Maybe Frank … can’t get more out of the attack and keep them mean in defence?
The midfield — still more or less the same collection of players they were promoted with around three years ago — could really do with a refresh at some point.
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Brentford were one of only four teams with a positive xGD/90 away from home last season, they really just need to be more dominant at home, they lost some of their defensive solidity from the previous two campaigns but they had some serious injury issues and had to make up for it all by trying to score more goals.
Not a stat but a thought:
I wonder if we’ll see even more of the 4-3-3 they use when favourites or even some tweaks to their big game 5-3-2. They should be good enough to stay up either way, so it’s worth experimenting. The touches they have conceded inside their own penalty area has gone up each season in the top flight and the best way to not concede is to have the game played further from your goal. It’s time for Frank to push the team forward more often to take them to the next level.
Brighton
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Brighton know what they are doing when it comes to recruitment both on the pitch and in the dugout. There have been so few missteps in recent seasons that you just trust them to get things right all over again.
The appointment of Fabian Hürzeler likely means more interesting football, even if they are not as entertaining as under Roberto De Zerbi. At St. Pauli, the American-born German played a relatively unique (at this level) 5-2-3 with the central centre-back moving into midfield to turn things into a 4-3-3 in possession. Like De Zerbi, there was an emphasis on quick, direct wingers stretching play and speeding things up when Brighton reached the final third.
It might not be the same on the south coast as it was in Northern Germany but it shouldn’t be boring.
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For all he achieved in 1.5 seasons at St. Pauli — taking them from a second tier relegation battle to champions — Hürzeler is still inexperienced and, at 31, the youngest manager in Premier League history. It’s his first ever season in any top flight, let alone the richest and most competitive league in the world, and he takes over a side that were inconsistent last season.
On top of that, the loss of Pascal Groß cannot be underestimated. As one of the most intelligent and consistent players in the Premier League, Groß was one of the main reasons Graham Potter and then De Zerbi could implement such flexible systems. This season could be a real slog, especially if Brighton struggle to dominate games the way their new manager wants to.
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St Pauli last season led the 2. Bundesliga for shots, had the fewest shots conceded, and also held their opponents to the fewest touches in the final third by miles. It’s a case of real continuity again for Brighton: a manager who wants to control the ball and control territory.
Chelsea
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No stone has been left unturned, Chelsea have now signed 35 players (for four different permanent managers) in the last five windows and they aren’t done yet. Surely 11 of them must be good? Failing that, at least there’s nobody left for anyone else to sign.
More seriously? Enzo Maresca is a move much closer to the type of football that is played by the teams at the top of the league and Chelsea really do have a lot of talent, they just need to find some stability and consistency in terms of selection. Last season wasn’t that dreadful, there was just some bad luck in front of goal and a couple of rough patches of form.
And being back in Europe means they can use more of their squad, keeping more players sharp and happy.
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They really can only use 11 players at a time and most of them are so young that they might not be ready to compete at the highest level every single week. At least not without some guidance, which they’ve lost in spades with Thiago Silva leaving.
Even at the age of 39, he was still the most impressive centre-back they had in 2023/24 and they conceded a club record (for a single Premier League season) 63 goals.
Record number of goals conceded last season (63) and they’ve lost Thiago Silva. It doesn’t matter if you have eight goalkeepers, you can still only play one at a time.
Only four (including Conor Gallagher, who is expected) players
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I just want to revisit what a ridiculously large number 35 is when the thing you’re counting is recent signings. If you go back 35 Arsenal signings you reach Mattéo Guendouzi in the summer of 2018.
Crystal Palace
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The Oliver Glasner effect was real last season, with Palace winning seven of their 13 games under the Austrian. Their back three was excellent, the wingbacks flew forward, Adam Wharton was a revelation in midfield, the front three had everything.
Only the top three and Chelsea picked up more points after Glasner came in. And in that time Jean-Philippe Mateta was the top scorer (13) in the entire league. A goal a game! No reason to think they won’t pick up where they left off, right?
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Well maybe they won’t.
Losing Michael Olise to Bayern Munich is a big blow: that’s a lot of creativity and brilliance lost in the final third. God forbid someone comes in with a big, late bid for Eberechi Eze too because that would be a huge blow. Manchester City have been linked again this week and Arsenal were credited with interest earlier in the summer.
Teams are now bidding for Marc Gúehi (Newcastle) and Joachim Andersen (Fulham). That’s a lot of defensive competence and continuity they stand to lose if asking prices are met.
Combine it all with the fact teams have now had a bit of time to study how they played under Glasner and Palace might not be able to carry the momentum of the first half of 2024 into the new season.
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Mateta ranked second in the league (behind Erling Haaland) for non-penalty xG per 90 after Glasner took over. Over the same period, Eberechi Eze ranked 10th in the league (ahead of the likes of Anthony Gordon, Bukayo Saka, Bernardo Silva) for expected assists.
With Michael Olise replaced by Ismaïla Sarr and Daichi Kamada, Palace really do remain exciting ahead of the new season.
Everton
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Sean Dyche! No points deductions (yet)! Everton would have finished 11th, between Brighton and Bournemouth, without that last time around. After a couple of seasons battling for their lives, things are looking much better. They press excellently too, this isn’t just a defensive setup. Dyche gets unfairly pigeonholed and there’s even a suggestion they could be the least Dyche-looking Dyche team we’ve ever seen in the Premier League in 2024/25, with assistant manager Ian Woan telling the Athletic this during pre-season:
We were excellent defensively last year. Great shape. But you can’t keep putting pressure on your back four and goalkeeper to be nigh-on perfect.
We need to be more effective in the final third and it’s on us as coaches to find ways to help that.
Sounds like fun! It’s time to send Goodison Park off on a high.
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Things are good on the pitch for the first time in years but they remain precarious off of it.
Everton might not get dragged into a relegation battle again but the small matter of failed takeovers and the club facing financial peril will still keep fans up at night.
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Sean Dyche coached one of the league’s best defences last season by basically any metric you want to use — expected goals, actual goals, clean sheets, high turnovers(!) — and only Arsenal scored more set-piece goals. Score from set-pieces and avoid conceding goals and you’re already onto something pretty good. I think Everton fans should be feeling relatively good about things after recent years.
Fulham
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Here are the players with at least 1000 minutes played and a higher non-penalty xG/90 than Rodrigo Muniz in the Premier League last season:
Erling Haaland, Darwin Núñez, Alex Isak, Nicolas Jackson, Chris Wood, Richarlison, Mohamed Salah, Cody Gakpo
The Brazilian gets on the end of things.
There may be a surprise or two in that list but it’s a collection of really impressive named. Now he just has to do it again in a first entire season with regular football and there’s no reason to be too down about his chances when Emile Smith Rowe has been added to Alex Iwobi and Andreas Pereira behind the striker.
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For all the hope they might attack well, Fulham need to find a way to defend and give those players a platform to win games. It’s not ideal to have all those creative players but lost João Palhinha, who won 300 tackles across the last two seasons. That’s not just the most in the league, it’s the most by a frankly stupid distance: the closest player, Moises Caicedo, is on 191. That’s a lot of annoying, niggly midfield energy to make up for.
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See above … Muniz is good and they’ll struggle to replace Palhinha.
Ipswich
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Ipswich are just the fourth team since the inception of the Premier League (1992) to arrive in the top flight off the back of back-to-back promotions and they can mostly thank Kieran McKenna. It’s McKenna’s first job in charge of a team and the Tractor Boys have kept hold of him despite links to Chelsea, Manchester United and Brighton at the start of the summer.
That’s got to be a reason to be bullish about the new season.
If the last two seasons are anything to go by, they will play front-foot football, pressing high and attacking at pace, and that sort of thing usually means you bloody a few noses along the way.
For those of us old enough to have experienced childhoods thinking Marcus Stewart (19 goals as they qualified for Europe in 2000/01) and Martijn Reuser were both superstars it’s nice to have the club back.
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They’ve spent a fortune on players — Omari Hutchinson (€23.5m), Jacob Greaves (€21.5m), Liam Delap (€17.9m), Arijanet Muric (€9.6m) — with basically no experience at this level at all and that attack-minded approach could leave them wide open for some humbling defeats along the way.
Toto, I’ve a feeling we’re not in the Football League anymore.
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Ipswich had the most shots in the Championship last season but were just seventh for possession and 11th for pass completion, only six teams made more fouls. It’s giving Klopp energy.
They play a 4-2-3-1 that morphs into 3-2-5 with the left-back Leif Davis playing very aggressively, he helped himself to 18 assists last season and 14 the season before, so look out for him.
Leicester
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OK, I’m really struggling here.
They’ve been linked with Wilfried Zaha. That’d be fun. I’m looking forward to seeing 20-year-old winger Abdul Fatawu, who had six goals and 13 assists in the Championship last season. He works hard, dribbles excellently, and looks like he could provide a real spark in attack.
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Not only have they lost their manager and were still relying on goals from Jamie Vardy (now 37) last season, they have lost Player of the Season (I’m assuming, after 12 goals and 14 assists from midfield) Kiernan Dewsbury-Hall, and also face a potential points deduction.
The squad really doesn’t look up to scratch, not in terms of quality nor depth. Steve Cooper will be having Nottingham Forest flashbacks if they run around trying to correct with a mad dash at the end of the window.
It’s really, really hard to see the Foxes staying up.
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Leicester last season looked a bit like Burnley the season in the way they played (and then won) the Championship. But they have had a managerial change, and pivoted to a much more pragmatic manager in Steve Cooper … unfortunately there is very little encouraging about the work he did as Nottingham Forest manager at this level. They were 19th in the league for xGD in 2022/23 and he was sacked midway through last season despite a little improvement.
Liverpool
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Liverpool registered the highest xG in the league last season, seeming to weather the storm of an iffy 2022/23 and the transition from one era (containing the likes of Sadio Mané, Roberto Firmino, Fabinho, Jordan Henderson) to the start of a new one with a new-look attack and a new-look midfield.
Now seems the ideal time to pass the keys to Arne Slot as that transition continues and the Dutchman’s brand of football should be high-energy, like Klopp, but with a lot more emphasis on control, something Liverpool really badly struggled with last season.
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How the hell do you replace Jürgen Klopp? Both the ability as a manager but also the charisma, the personality, the aura as a leader. Arne Slot has a massive job ahead of him.
Liverpool last season didn’t have a recognised number six in midfield and Alexis Mac Allister did a great job, but it’s clear the club know that isn’t enough and that there’s plenty more Mac Allister can offer further forward. It seems they won’t sign anyone there after their attempts to sign Martín Zubimendi.
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Before we look at any data, here’s what Curtis Jones has said about their new style:
“The central midfielders were always more runners and disciplined. Those principles are the same but the central midfielder will be more the heart of the team.”
“Mo Salah will always get us goals but we need to be comfortable on the ball and be calm in our build-up as a team. We're not in a rush to attack. We need to break teams down and when we give the ball away we can press. In the past it was a rush to get the ball back, a bit too direct, up and down, up and down. Now we want to have all the ball and completely kill a team.”
So post-Klopp Liverpool will be less chaotic. I think it’s a more sustainable way of playing but if they want to play more like City and Arsenal they have some catching up to do and it’s just a shame for the league to become even more homogeneous.
And now some data: Darwin Núñez takes loads more shots than anyone else in the league and he basically can’t be matched by any defender in the league athletically . He underperformed his xG by about five goals last season and two the season before. If Slot likes him and plays him through the middle, he will be a massive threat and score a hatful.
At the other end, here’s Liverpool’s xG conceded over the past few seasons:
2021/22: 33.8
2021/22: 50.8
2023/24: 45.7
They’re just not going to keep up with Arsenal and Manchester City in a title race without drastic improvement at the back. I do think more control over games is the way to go and they’re going it.
Man City
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They’ve won four Premier League titles in a row. They have the best goalscorer on the planet and their most important player continues to be the most dominant midfielder in the world. Their manager has 16 seasons under his belt at the highest level and won 13 league titles. It’s what they do, it’s what he does, and it often feels like no end is in sight. So: five in a row.
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There’s more here than you’d expect. Maybe I’m just trying to convince myself of something.
Let’s address the world’s largest land mammal in the room: the 115 charges against the club. A hearing is due to take place later this year. Who knows what will happen and whatever the outcome I’d be surprised if it isn’t dragged out in courtrooms for a while yet.
Onto the footballing side of things. City still don’t have anyone who can come in for Rodri, the world’s single most important player. That matters a lot, especially as they tilt ever further from the balance Guardiola has carefully curated. Here’s something he said back in December:
“Kevin is so important for us, like Erling.
“I would say these two types of players don’t help you to play well, but these two guys help you to win games.”
And here’s something Sam Lee wrote back then:
“Guardiola will always believe that the best way to win football matches is to control them”
De Bruyne, Haaland, Foden, Doku, Savinho. Even Gvardiol. That’s a lot of players who help you win games but don’t necessarily help the team “play well”, i.e slow games down, control things. Given the fitness issues John Stones faces leaves a hell of a lot of responsibility on the shoulders of Rodri, Bernardo Silva and Mateo Kovačić, who strike me as the types of players Guardiola really loves above all others.
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I’ve just written that massive section on why you should have doubts about Manchester City. All the numbers tell you I’m an idiot and you should ignore it all. Obviously.
It’s hardly a disaster but the 33.2 xG conceded last season is their second worst, only behind 2019/20, since Guardiola’s first season at the club.
Man Utd
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United have signed massive defensive talent Lenny Yoro and a more established and proven centre-back in Matthijs de Ligt. Further forward, Joshua Zirkzee will add some more creativity and ease the burden on Rasmus Højlund.
New players always fix everything, right?
Young talents are likely to keep improving too, with Kobbie Mainoo now a regular and Alejandro Garnacho undroppable there are reasons for optimism. And they can’t finish as low as eighth again anyway, surely?
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Well, they haven’t signed a forward who really adds any goals, that’s still true if you include the possible reintegration of Jadon Sancho. At the back, Yoro is both young and now sidelined for the first 2+ months of the season.
They haven’t signed anyone to help them play Casemiro less.
And Erik ten Hag remains in charge. One day out at Wembley does not a good manager make.
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We have to look at the defensive numbers here. Only Sheffield United conceded more shots last season. No team conceded more xG from set-pieces but the club have now employed a set-piece coach, Andreas Georgson formerly of Arsenal … who had their worst set-pieces of the Arteta era in his only season in north London.
Oh and United were also only 10th for xG at the other end. Erik ten Hag will face the chop soon enough if they don’t improve a lot and quickly.
Newcastle
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No European involvement could be great news for a team that played with incredible intensity in 2022/23 but failed to sustain it alongside Champions League football last season. Injuries hit hard in that first half of the season as games came thick and fast.
Fast-forward to now and no Europe. For now they’ve kept hold of Alexander Isak, Bruno Guimaraes and Anthony Gordon. I think all three could look good in any team in the country. That’s not a bad start.
Fix the defence again — when they play with focus on that side of the game they don’t give much away — and I think they’ll have a great season, even if they don’t have the depth to return to the top four.
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They just haven’t done enough to strengthen the squad. At least not yet.
A lack of quality in defence could be mitigated by some of the younger players — there’s a hell of a lot of potential with Tino Livramento and Lewis Hall in particular — but they badly need Sven Botman to return quickly and healthily from his ACL tear.
There’s a real drop off in quality in midfield and attack too when players are missing. One or two injuries to key players and it’ll be a very long campaign.
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Alexander Isak might be the best striker in the entire league.
Nottingham Forest
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Nuno Espírito Santo really stabilised things after taking over, turning the City Ground into a really difficult place to get a result.
He has the track record at this level with Wolves and I think Forest will actually be fine. Chris Wood gets on the end of things, Taiwo Awoniyi is good at this level and they stayed up despite his injuries last season. Morgan Gibbs-White and Callum Hudson-Odoi frequently have opposition defenders staring down the double-barrel of a dangerous attack.
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Maybe they go mad and sign another 20 players between now and September, ruining any and all cohesion they have as a team.
Nuno can turn the dial towards conservatism too much at times, so there is a need for individuals to step up and deliver moments to win games when they can get forward. You don’t want to rely on that too much.
Stats entertainment
New signing Jota Silva possesses, statistically speaking, the most ‘Portuguese footballer’ name in the world.
Also, if you want a surprise, only four teams (the top three and Crystal Palace) conceded fewer open play xG than Forest (38.32) in 2023/24.
Southampton
Why they should be bullish
Remember the Leicester section?
Unlike Leicester, at least Southampton haven’t lost their best player and their top scorer (Adam Armstrong) isn’t closer to 40 than 35.
Why they shouldn’t
The squad does not look anything like a Premier League-ready side. And, well, see below …
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Southampton dominated possession to a silly extent last season. Inverted wing-backs, patience on the ball. The whole hog. Most passes, next to no passes played long, well over 60% of the ball. It’s hard to see that style translating well against teams with much, much more talent.
Tottenham
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One way you can look at Tottenham’s 2023/24 is to say everything was brilliant at the beginning but derailed by injuries to key players. Losing Micky van de Ven and James Maddison clearly harmed their form.
On the whole, it was an impressive first season under Ange Postecoglou. The football was good to watch, they were back in the fight for top four. Despite losing Harry Kane you have to go back to 2016/17 to find a Premier League season where Tottenham scored more goals. And now they’ve added Dominic Solanke, who should be a really good fit.
I saw a lot of Postecoglou’s Celtic and while Kyogo Furuhashi may not be a big presence he was also no false nine, but a poacher. His backup for a while at Celtic was the far burlier Giorgos Giakoumakis, now of Atlanta United in MLS, who scored 15 goals at a rate of a goal every 105.3 minutes during his time in Glasgow. Solanke should have a good time in north London and frees them up to play Son Heung-min and Richarlison out wide more often, strengthening an extra position in turn.
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That all-out approach attacking approach is high-risk, high-reward. And it likely has a ceiling without the very best players.
It seems Postecoglou is reluctant to compromise on his style, so Tottenham will have to be better at the same thing. Last season the approach meant there were issues with the intensity (they dropped off late in games and suffered plenty of injuries) despite no Europe. There were some problems breaking teams down (better players should solve this, more than anything else) and defending on the break. That last one looks really hard to fix.
Oh, and then there’s the set-pieces …
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Tottenham had the third lowest xG from set-pieces last season, with their 9.69 xG only bettering the tallies racked up by Burnley and Sheffield United. And their 15.21 xG conceded from set-pieces was the third worst in the league, with Man Utd and Burnley the only teams.
West Ham
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Julen Lopetegui had a decent spell in turning Wolves around in 2023. It was a promising start to life in England before things soured behind the scenes and he left right before last season kicked off.
He arrives at a club with loads of talent. Mohamed Kudus is thrilling to watch, Lucas Paquetá isn’t banned, Jarrod Bowen is still at the club, they’ve added Crysencio Summerville and all of them will have the pleasure of supplying Niklas Füllkrug and running at defenders worn down by the physical battle the good ol’ fashioned number nine will give them.
Max Kilman and Jean-Clair Todibo are impressive additions at the back too and Lopetegui should have the chance to really put his stamp on an impressive squad.
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Changing a club’s embedded playing style is a huge task and one Lopetegui (in a short spell that started midway through the season) quickly shied away from at Wolves.
For all the complaints about the way David Moyes had the Hammers playing, they were really successful under the Scot, so the bar has been set high.
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West Ham had the fewest deep completions (passes within 20 yards of the opposition goal) and the most opposition deep completions last season.
There’s a hell of a lot for Lopetegui to turn change.
Wolves
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I like the attack, even without Pedro Neto. There’s a lot to like about Matheus Cunha, Hwang Hee-chan, new signing Jørgen Strand Larsen adds considerable size.
Mario Lemina and João Gomes combine to create a really mean midfield and Rayan Aït-Nouri is great bursting down the left from defence.
So, a fair few players I think are really good….
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… but, eh, Wolves.
Like West Ham, can they pivot to a new style? It’s something O’Neil seems to be trying in pre-season but I just don’t know that these players are that good or have enough quality team-mates. They will miss Pedro Neto and losing Max Kilman to West Ham is a huge blow at the back.
Then there’s Gary O’Neil. Has he been lucky to date? The numbers said Bournemouth were very fortunate to stay up in 2022/23 and 2023/24 Wolves ranked 17th for xGD. Time will tell.
Stats entertainment
By xG, Wolves had the worst attack in the league the second half of the season. Worse than Sheffield United. Was it just personnel — there were, to be fair, considerable injury struggles — or something more?
BONUS: Arsenal
If you got this far, you deserve more of the same with an Arsenal slant. Not that you need it.
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Arsenal had the best defence in the league last season and the attack really clicked midway through the campaign. The run that saw Arsenal pick up 49 points from the last 54 available (two of the five dropped came with a 0-0 draw at Manchester City) was, and still is, absurd.
A young squad should keep getting better and we can realistically hope for much more from Gabriel Martinelli and Gabriel Jesus. Defensively, the best backline in the league should get even better with the addition of Riccardo Calafiori.
Mikel Arteta is still learning, Arsenal keep on improving. A record-breaking 2023/24 ended without silverware but Arsenal will challenge again even if they just maintain that level.
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Arsenal have been so good over the last couple of seasons, can they really keep getting better?
Maybe. But can they once again avoid injuries to key players? That has to end at some point. Bukayo Saka, William Saliba, Martin Ødegaard, Declan Rice and Gabriel can’t play every game forever and Arsenal couldn’t cope last time Saliba was sidelined. There’s more depth in defence now but there are no trusted backups for Rice, Ødegaard or Saka right now.
Without that there’s a reliance on whatever Jorginho and Thomas Partey have in their legs at the base of the midfield. And without a truly reliable goalscorer, Ødegaard and Saka have a huge burden to carry in the final third.
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In 2023/24, Arsenal hit club highs in the Premier League era for wins (28) and goal difference (+62). This team is special.
After all that, I need a lie down. If you got this far, I suspect you will too.
Have a good one and here’s to the new season!
Thank you for the brilliant analysis!