Thanks to good work by @jamescrisp6 and an initial discussion about "Europe" as opposed to "EU" in a statement, now clarified, this is what I *think* the situation is
There are 29 million AZ 💉 doses at Anagni 🇮🇹
AZ states 13 million of these are destined for COVAX countries, and 16 million for the EU (10 million this month and 6 million next month)
We don't know what % of the doses contain vaccine from Halix 🇳🇱 and Seneffe 🇧🇪
Perhaps importantly, given all the controversy about export bans, NONE of the doses at Anagni are destined for countries that have been talked about as countries to which the EU would consider banning exports
So, weirdly, we are back to where we were - *if* AZ's statement about Anagni is correct...
... because we still do not know where any doses due for 🇬🇧 even are!
"Britain ready to share Dutch-made vaccine with EU" @brunobrussels reported for The Times on Monday
AZ is stating nothing at Anagni is destined for the UK
Another option - floated by @DaveClark_AFP - is that the bottling of Halix production might actually happen in 🇬🇧 (this could theoretically happen in Wrexham)
Were this so, exports would have to be registered with the Commission by AZ
A further possibility is the bottling is done somewhere else - according to the Irish Times early AZ imports into the UK were made in Netherlands and bottled in Germany irishtimes.com/business/healt…
What if AstraZeneca had no exclusive 💉 agreement with UK, and had in Q1 supplied both UK and EU equally as a proportion of population from its UK and EU plants?
(Please don't shout at me "they didn't" (I know), "there was different funding arrangements" (I know), "UK started earlier" (I know) - those points are not central as you will see)
Getting stats on AZ deliveries to both UK and EU is complex. EU we can estimate pretty closely based on yesterday's COMM statement, and the Anagni doses - 29 million in Q1
Most importantly it claims there are 4 million AZ doses at Halix in Leiden
Is it even worth having a fight this major over that number of doses? Perhaps. But either way this won't solve either UK or EU's supply headaches
"The first target of the possible export ban is AZ's Halix site in Leiden. The EU suspects AZ has hesitated to apply for authorization of the site to the EMA to deliver to the UK first"
Not important. Authorized or not, export stats would still have to be submitted to Commission
OK, now I have found time to look at von der Leyen's actual words earlier... the whole statement is here: ec.europa.eu/commission/pre…
Highlighted bit is what got everyone excited
"countries, who have higher vaccination rates" can only really refer to the UK and USA at this stage (Israel does not have its own production just now AFAIK)
"whatever tool we need to deliver on that" has been interpreted as the Commission wanting to use Article 122 TFEU