Thread by @pmdfoster

The #brexit rollercoaster takes a downward swing... I'd say this.

1) The @BorisJohnson move on customs implicitly is an admission that 'no deal' isn't serious

2) That even it was, the deal space is now clearly identified. No deal is a just a way back to where we are now /1

https://twitter.com/Mij_Europe/status/1184408926164586496

@BorisJohnson 3) The DUP acceptance of special status for NI on Single Market regs always opened the idea, for a customs fix on same lines.

4) The NI-only deal is what EU wants. It offered CU for UK as a fix, but big MS know that UK with 'better than Turkey' CU access is headache/2

@BorisJohnson 5) This deal is an NI-only variant which allows the UK free to do an FTA with EU - where the EU will set terms, as by far the bigger partner.

6) NI does well in that hard brexit scenario, tho not as well as it would have done in @theresa_may deal /3

@BorisJohnson @theresa_may 7) This deal is very close to the NI-only deal that the Commission very clumsily proposed in Feb 2018.

8) If the DUP agrees to the Customs deal then the technicals on how it works are, politically, moot. Not so for business, but politicaly. /4

@BorisJohnson @theresa_may 9) Given pt 3) above the issue here is consent, since the customs point had already been implicitly conceded by DUP.

10) The loss of the DUP 'veto', which they were crowing about 10 days ago, is the bigger loss of face. /5ENDS