Ed Conway Profile picture
May 14, 2021 24 tweets 12 min read Read on X
THREAD: How did we end up here? With the UK’s plans to lift lockdown threatened by a new variant. Just as we taste freedom, it might be stolen from us! Well. It’s a slightly long and circuitous story and, believe it or not, the best place to start is with Brexit…
No. Don’t worry. This is not not a thread about Brexit. But Britain’s departure from the EU is the starting point for one of this govt’s overarching policy objectives: the need to seek out a trade deal with key partners. And one of those key partners is India.
That’s partly why @BorisJohnson made India the destination for his very first International visit. But then #COVID19 got in the way. The first slated trip in Jan was postponed. Then it was rescheduled for Apr 19. But then cases picked up in the Indian sub-continent…
The rise in COVID didn’t go unnoticed in Whitehall. Indeed on Apr 2 govt announced it was adding Pakistan and Bangladesh to the “red list” of countries which means non-residents/citizens cannot enter the UK & those coming in have to do hotel quarantine gov.uk/government/new…
India was not added to the red list at this stage. This was odd. The explanation, as repeated by @BorisJohnson in today’s press conference, was that variants of concern had been detected in Pakistan/Bangladesh but not India (the latest variant was not then officially a VOC). But.
Variants are not the only reason to put countries on the red list. Overall case numbers are also a key factor. And look: case numbers in India were far higher than in Pakistan/Bangladesh on Apr 2. There were numerous reports coming from India of cemeteries being over-capacity
Weeks passed. The situation in India worsened. During this period Downing Street maintained it was still planning to visit India later in the month. Cases, as you saw from that last chart, mounted to unprecedented levels. Only on Apr 19 did Downing St finally cancel the trip
A few hours after the announcement of the cancellation, India was added to the “red list”. Some 17 days had passed since Pakistan and Bangladesh had been added to that list. It’s hard to know for sure whether the two things - the PM trip and the decision - were linked.
In those 17 days we now know the Indian variant was establishing a foothold in the UK. You get the sense of that from this chart
White bit: cases imported from India. Black bit: domestic cases
So: imported cases in early April began to seed domestic cases
Quite advanced by Apr 19
Acc to data from @PHE_uk the new variant cases were brought into the UK primarily on flights from Mumbai & Delhi. This was happening long after Indian cases had begun to soar, when the country’s terrible crisis was already in the headlines. But it wasn’t on the red list.
And that’s not all. Although the govt announced its plan to put India on the red list on Apr 19, the plan wasn’t to be implemented until 4am on Apr 23. Three and a half days. During this period demand for flights India - UK went through the roof bbc.co.uk/news/business-…
On the basis of @PHE_uk data we now know the single biggest increase in the % of cases testing positive for the new variant of concern (B.1.617.2) happened in this week beginning 19 Apr, as travellers rushed to beat this deadline. (Note the purple bit in the second chart down)
Worth saying: there’s no hard & fast rule abt how quickly govt can implement these red list decisions. The India decision was slightly quicker than usual. But it was a long way from the “we could do this in HOURS” pledge made when the rules were introduced thetimes.co.uk/article/changi…
Still: it does seem in retrospect that it was this critical period in April when the variant gained a foothold in the UK. Raising the question: what next? Before we get to that though it’s worth remembering this chart for context. Cases are REALLY LOW! That’s v good news.
And when you look at the Indian variants (there are actually three though it’s B.1.671.2 people are most worried about) they are still dwarfed by the Kent variant that basically comprises most #COVID19 in this country. But…
The Indian variant is spreading far more quickly than any other variants discovered in recent months. Much faster than S Africa or Brazil, for instance. In fact, it’s on about the same trajectory as Kent - and we know where that ended up.
Here’s a better way of showing that. Same data but this time with a logarithmic axis. You can see those lines are on similar paths. This helps explain why @CMO_England reckons the Indian variant could supplant Kent as the main variant. By some measures it’s MORE transmissible
That q - how transmissible - MATTERS. Assume vaccines are effective (and the news there is promising as we’ll see). Even if you bear this in mind, a 40% more transmissible variant could nonetheless see hospitalisations near peak 1 levels, so says Warwick: assets.publishing.service.gov.uk/government/upl…
That being said, we’ve seen charts like this before. Everyone focuses on the scary lines/areas at the top. Consider this one from Imperial a few months ago when the lockdown lifting plan was announced. 60k hospitalisations! Now (chart 2) look at what HAPPENED…
Let’s hope the same thing happens. And don’t worry: we at @skynews will keep tabs on the figs to keep you up to date on that. The good news is twofold: first, as I said above, overall cases are still v low. We’re talking pockets, not widespread contagion.
Second: data tentatively suggests the vaccines are working well against the Indian variant of concern. Here’s a chart we ran on @skynews last night. Shows case levels in Bolton by age group. Look: while it’s spreading QUICKLY among under-60s, over-60s aren’t seeing a big pick-up.
If you’re interested in more on this, here’s longish read on the @skynews website: The three days in April that could have fuelled the outbreak of the Indian variant in the UK. news.sky.com/story/covid-19…
Btw: was it inevitable the UK would have seen rises in this variant even if it put India on the red list sooner? Not necessarily. While there’s some of the variant (GREEN in these charts) in Ireland and Switzerland (& LOTS in Italy), it’s hardly ubiquitous covariants.org/per-country
Here, for anyone who prefers their analysis in video form, is my @skynews data dive into the current state of play with the Indian variant and, more broadly, #COVID19 in the UK. Apologies: somewhat longer than usual

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More from @EdConwaySky

Jan 17
🧵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. Image
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. Image
Read 17 tweets
Jan 10
🇨🇳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?
Read 19 tweets
Jan 7
🔥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... Image
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 Image
Read 13 tweets
Jan 5
🌾 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...
🧵 Image
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? Image
Read 22 tweets
Dec 30, 2024
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 Image
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 Image
Read 15 tweets
Dec 19, 2024
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
🧵 Image
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 📖)
Read 11 tweets

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