One problem with using #COVID19 trajectories to work out where we may be heading is question marks over the data - something illustrated brilliantly by this chart via @AlexSelbyB. Official case numbers look v v high now, but we weren't measuring cases v well back in spring.
Upshot is charts of cases alone are of limited use - and this is before you get to questions about whether the testing figs are reliable. We could look at positive tests as % of total (chart 2). It adjusts for fact we're doing more testing. But is that early data reliable?
The best measure of #COVID19 prevalence in England is prob the @ONS infection survey but again: it started after the peak. And right now what we REALLY need to gauge is not post peak but the run up to the peak
The great unknown (and there are theories abt this but not much data) is whether the bit BEFORE the data we have on cases/positivity looked anything like what we are going through NOW. To me - someone watching this purely through a data prism - this seems really, really important
Now, eventually we will know because the early data on deaths are far more reliable (for all their faults) than the case data. The problem is by the time we notice we're on the same path it will almost certainly be too late. So we certainly shouldn't just focus on deaths.
What about hospitalisations data? Again, a bit patchy since there's a big gap at that start which begs the same question again: what was happening in those early weeks? Is it similar to what we're going through now or v different?
All of these unsettling gaps are why it's also worth looking not just at our own past but at our plausible future. This is why we focused so much on Spanish/Italian trajectories last time around. The disease seems to spread in the same way in most medium-sized countries.
Sadly last time around the most reliable cross-country comparisons were of deaths because of those 👆data gaps. This time around the case data is better (not brilliant, but better), so we can compare our trajectory to other countries going through similar outbreaks.
All of which is a long winded way of explaining why I keep updating this chart. And why I was a bit sceptical about @uksciencechief's chart last week suggesting the UK outbreak could go in a v different direction. From early on in this outbreak we've been following France/Spain
If this continues - and it's a big if, but it is what happened in the last outbreak and seems to be happening thus far this time too - we can potentially look at other data from France/Spain to try to fill in those gaps in the cases/hospitalisations charts above...
So far the paths they're following in France/Spain look different to spring. Look at hospitalisations. Crucially, these data should be more reliable at depicting those intense spring months than case data. And the increase in recent weeks is more gradual than Feb/March
Here's ICU admissions. Similar picture. Now I don't think these charts alone fill in the gaps we have in that early data yet. But in a few weeks they might have. If they start to spike then it looks probable UK will too. If they don't then UK may not.
Early signs are broadly promising: the 7day average daily new cases in France and Spain is no longer rising and has actually fallen a bit in the past day or two. In Spain the % of positive tests also seems to have peaked. Then again it's still rising fast in France
It's too early to be certain this is not a repeat of the first wave. But much of the data thus far seems to be consistent with that. Why? Restrictions? Mask wearing? Better treatments? Better shielding? Or way too early to say? My vote is def for the latter...
Most striking thing from today's press conference? @CMO_England admitting the govt underestimated the doubling time of #COVID19 in the first wave. It's true. And I'd argue it was in part because they paid too little attention to what was happening in Italy/Spain/France.
The next question is whether the response to having messed up last time is to swing entirely in the other direction (assume cases are heading through the roof) or to pay more attention to European epidemiology. I'd argue the latter - as I lay out in the thread above. 👆
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🧵THE STRANGE CASE OF THE ONE MILLION POUND FINE
The story of an obscure press release on an obscure website which begs intriguing questions about Britain's "unprecedentedly tough" sanctions regime & why perhaps it's not quite as tough as it looks.
You may find it unsettling
👇
Back in Aug 2023, HMRC published this notice in the bowels of its website. Don't worry if it doesn't ring a bell - it didn't get any publicity.
But it's a big deal. A £1m fine for breaking Russian sanctions rules.
The single biggest fine in relation to trade sanctions.
But there are some gaping questions about this fine.
First: who paid it? Is this a firm we've heard of? Second: what did they actually do wrong? And what did they do to deserve to pay such a large sum?
There are no answers on the website. That's it. Here's why this matters.
🇨🇳I was rather hoping to be writing this from China, where the Chancellor has just landed for the most significant economic mission in ages - restarting Britain's formal economic relationship with China.
Alas I'm still in London.
But make no mistake; this visit is a BIG deal.
🧵
Why?
Because this is the first such trip since 2017.
UK econ relations with China have been getting frostier for 6 yrs or more.
Huawei have been thrown out; rules imposed on Chinese businesspeople; accusations of spying.
& around the world nations are imposing tariffs on China.
But the UK is doing something different.
While nearly every other G7 nation has imposed tariffs on Chinese electric cars, the UK hasn't. While most countries are going colder on China (most notably the US), the UK is now cosying up to China. Why?
🔥GAS PRICES🔥
Why are they on the rise again?
Why is Europe (and the UK) deindustrialising at a rapid pace?
Why have we failed (contrary to the conventional wisdom) to increase the amount of non-Russian gas in our system?
Lots of questions. Some answers in my five min primer 👇
This is a big deal - and not widely understood:
The volume of non-Russian gas in the European system is FLAT vs before the Ukraine war.
That's not the conventional wisdom.
Back in 2022 many assumed imported LNG would help make up the lost gas from Russia.
That didn't happen...
Instead what happened is subtly, but importantly, different.
Yes, the amount of LNG coming in from the US rose quite sharply - albeit from a low base.
But that rise was only enough to compensate for the fact that domestic production in the UK/EU was FALLING at the same time
🌾 VERTICAL FARMING🌾
Could it save the world?
I used to be sceptical. There are MANY challenges.
But then I visited one. & I'm no longer so sure.
So with the world facing future food crises here's a thread on the most interesting thing to happen to farming in a long time...
🧵
Let's start with a chart.
A few weeks ago I did a deep data dive into the state of farming in the UK.
It culminated with a v long-run chart suggesting our ability to grow ever more crops in a given hectare is slowing. Possibly stalling.
This is a really big deal
What if we could send the line in that chart 👇into the stratosphere?
It would have massive consequences. We'd be able to get ever more food from a relatively small section of land. Meaning more land for housing/rewilding or whatever else we'd want to use it for. But how?
If you're interested in energy/climate you've probably heard the nugget that "kerosene/crude oil helped save the whales", by reducing demand for whale oil in lanterns.
I've even trotted it out myself🤦♂️
But there's a problem with it. A BIG problem...
🧵
The backstory here begins 200 years ago, before the age of crude oil & electricity, when the best way to light a room was a lantern, and the best oil to burn in that lantern was oil from a sperm whale.
It burnt brighter and with less smoke or stink than other oils
The oil itself is found in the head of the sperm whale. It comes from a totally unique organ whose function remains a matter of debate - the spermaceti organ.
Whale oil is a long chain molecule unlike nearly anything else in the natural world, giving it unique qualities
If you're even half interested in energy, I bet you've seen this chart. I call it The Most Hopeful Chart in the World.
The point? We're embracing renewable power MUCH faster than expected.
Hurrah!
Only problem is, this chart has an evil twin. A chart we really need to discuss
🧵
The Most Hopeful Chart in the World shows how each year the @IEA predicted that the amount of solar output around the world would plateau or rise v slowly in the following years. But instead solar output defied all expectations, rising exponentially.
That's great news.
But making solar panels is an energy-intensive exercise.
You need a lot of coal to smelt down the silicon and a lot of power to turn metallurgical silicon into polysilicon, let alone the monocrystalline boules you really need for a decent solar module (read my book for more 📖)