a - The Democrats will start winning 3-4 southern states in presidential elections in the future, or
b - the party will not survive.
(migration)
The Democrats carried the Solid South for a century and lost 15 of 25 Pres elections. It is certainly possible for a party, like the GOP during this period, to lose the entire South and still be a viable majority party.
Perhaps, but with most population growth occuring in the South (along with more electoral votes and congressional seats), Democrats (at least at the national level) can look forward to being a semi-permanent minority party over the long-term if they forsake the South. Given the water situation in the west, there is a ceiling at which electoral votes cannot go beyond a certain level in that region of the country especially in those states like Colorado, Nevada, and Arizona. Democrats can make gains in the Southwest, but with water becoming an increasingly scarce commodity in that region, those gains will necessarilly be limited.