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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The Chinese owners of British Steel say they are now considering shutting their blast furnaces and end steelmaking at Scunthorpe in early June - only a few months away.
It would mean an end of virgin steelmaking in the country that invented it during the industrial revolution
British Steel say the main question now is timing: whether the operations will close in June, in September or later.
It says tariffs are one of the reasons the blast furnaces are "no longer financially sustainable".
Press release 👇
The news means @jreynoldsMP faces two interlocking crises in the coming months: 1. The imposition of US tariffs on an ever growing segment of British exports 2. The end of virgin steelmaking (the UK would be the first G7 country to face this watershed moment).
This is big stuff
Donald Trump just announced 25% tariffs on anyone importing oil from Venezuela.
This is odd.
Because the country importing the most crude from Venezuela is... the US.
Capital Economics chart of Ven oil exports by Capital Economics via @rbrtrmstrng
But it raises a bigger point
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Why does the US import so much oil from Venezuela?
Mainly for the same reason it imports so much oil from Canada.
And no it's not just because they're close.
It's because most US refineries are set up to refine the kind of oil they have in Venezuela and Canada.
To understand this it helps to recall that crude oil is actually a broad term. There are LOTS of different varieties of crude - a function of the geology of where the oil formed and the organic ingredients that went into it millions of years ago.
It's called "crude" for a reason
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Here's a thread about ALUMINIUM.
Why this commonplace metal is actually pretty extraordinary.
How the process of making it is a modern miracle...
... which also teaches you some profound lessons about the trade war being waged by Donald Trump. And why it might be doomed.
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Aluminium is totally amazing.
It's strong but also very light, as metals go.
Essentially rust proof, highly electrically conductive. It is one of the foundations of modern civilisation.
No aluminium: no planes, no electricity grids.
A very different world.
Yet, commonplace as it is today, up until the 19th century no one had even set eyes on aluminium. Unlike most other major metals we didn't work out how to refine it until surprisingly recently.
The upshot is it used to be VERY precious. More than gold!
🚨TARIFFS🚨
Here's a story that tells you lots about the reality of tariffs both for those paying them & those hoping to benefit from them.
A story of ships, storms, bad luck and bad policy.
It begins a week and a bit ago, with a man frantically refreshing his web browser...
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That man is Liam Bates.
He runs the UK unit of a steel company called Marcegaglia. They make stainless steel - one of the most important varieties of this important alloy. The method of making it was invented in Sheffield. And this company traces its DNA back to that invention.
Watching the process is TOTALLY amazing.
They tip a massive amount of scrap: old car parts, sinks etc, into a kind of cauldron and then lower big glowing electrodes into it.
Then flip the switch.
⚡️Cue a massive thunder sound as a controlled lightning storm erupts inside it.
🧵Three years ago, when Russia invaded Ukraine, EU, UK and other nations vowed to wage economic war, via the toughest sanctions in history.
So... how's that going?
We've spent months documenting what ACTUALLY happened. Here's a thread of threads on the REAL story on sanctions...
1. Flows of dual use items, including radar parts, drone components and other parts used by Russia to kill Ukrainians, carried on from the UK and Europe to Russia, via the backdoor (eg the Caucasus & Central Asia)
2. Of all the goods sent by the UK to Russian neighbours, few were as significant as luxury cars.
Having sanctioned Russia (the idea being to starve Putin's cronies of luxuries) Britain (and Europe more widely) began sending those sanctioned cars in via the backdoor instead
If the main thing the US really wants out of a deal with Ukraine is "50% of its rare earth minerals" then I'm surprised this can't be wrapped up pretty quickly.
Why? Because Ukraine doesn't HAVE many rare earth resources.
Really. As far as anyone knows it's got barely any...
Yes, Ukraine has lots of coal and iron and manganese.
It also has some potential sizeable reserves of stuff like titanium, graphite and lithium. Not to mention some promising shale gas.
But of the 109 deposits identified by KSE only 3 are rare earth elements
Now in one respect I'm making a pedantic point: a lot of people say "rare earth elements" when they actually mean "critical minerals".
The two aren't the same thing.
Rare earth elements are a v specific bit of the periodic table: actually they're NOT all that rare.
More on them👇