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My view of the world

Sep 4, 2021, 12 tweets

Updating for 1st week of Sept, with the risk of sounding like a broken record:

* This week overtook last week as the best week ever.
* First ever instance of >50 million in a week, finishing with 53.6M

1/

Updating the bucket chart of daily number classification shows just how much the recent performance has accelerated, with multiple >10M days interspersed between >6M days.

All data is at intervals between PIB 7pm data.

2/

I’ve summarized the month of August itself separately and written an article about it:



Three months of successively outdoing projections culminated in a record 185m doses in August, vs 150m projected.

3/

The following chart reports monthly vaccination dose performance so far. A mere 4 days in, September already has almost 33 million doses, enough to vaccinate the eligible population of Canada, or Aus+NZ combined.

4/

I had stopped showing vaccine availability with states data as it was briefly stopped being reported.

Tl;dr - It has now resumed and the trend is again visible.

The float is higher now, but 45-50m is reasonable given it is less than a weeks inventory now:

5/

Let’s step back and look at how vaccination coverage numbers look vs major regions .

Half a billion people (well past 50%) adults with at least a dose, adding ~1% a day peak rate.

Note the slope of various entities as it matters in subsequent posts on this thread.

6/

The 7DMA data now looks a little comical, with the Indian rate exceeding combined rates of others, whose combined population exceeds India’s.

As a result, Indian rate per person also exceeds them. The “but we have more people” argument doesn’t quite work well now.

7/

In my article on @SwarajyaMag summarizing August, I described the pronounced acceleration in Indian supply vs EU/US.

Vaccine prod faces scaling problems. @SerumInstIndia struggled earlier and @BharatBiotech is working hard now. They need support, not backseat criticism.

8/

This is the prior quarter (June-August) performance vs Europe and North America.

Europe = entire continent incl UK, not merely EU
NA = US + CA + Mex

From almost matching Europe, to exceeding 2 continents combined, in 3 months. That is the acceleration seen from India.

9/

Many artifacts are visible in the previous picture:
1. Dramatic growth in supply and daily vaccination in India
2. Moderation in the west - both production and consumption.

A simple explanation is ‘well they’re almost done, we have a long way to go’. Let us examine:

10/

Projections come with caveats:
* previous table doesn’t count booster doses etc.
* simply projects forward September vaccination rate estimates.
In short, disclaimers apply.

Bottomline: Indian completion timeline currently aligns with western ones.

11/

For September, known data are:
52-55m doses carried over from Aug
200m SII est
35m BB est

Thats ~250M doses + float. Month-end total ~900M.

The estimated 100M second doses will take fully vaccinated pop over 250M.

Congrats @PMOIndia @MoHFW_INDIA and the producers!

12/12

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