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

Jul 20
🧵
80 years ago today, newspapers in Europe carried news of the unexpected death of a very important man, in a hotel miles from the nearest city.
A man who, said some, was helping the Allies win the war.
But there was a twist to the tale. The man in question wasn't actually dead Image
That man was John Maynard Keynes. The 61 year old economist was at the Mount Washington Hotel in New Hampshire for what became known as the Bretton Woods conference. And the day earlier he had indeed collapsed, following a heart attack. It was a moment of high drama. Image
The conference had already overrun.
It was supposed to be done in two weeks and there was talk that the delegates would soon be kicked out of the hotel. This was, to put it lightly, a problem.
After all, in the absence of an agreement there was a chance of yet another world war Image
Read 29 tweets
Jul 10
It says something about how confusing Labour's green investment policies are that seemingly even the Treasury has misunderstood them.
Contrary to what the picture in this press release👇 suggests, the National Wealth Fund has nothing to do with wind power or indeed green energy
Instead it's very specifically designed to focus on all the low or zero carbon technologies that AREN'T really to do with generating power.
- Green steel
- Hydrogen
- Clusters
- Gigafactories
Here's the sectors the institution will focus on 👇 Image
Simple way to think abt this:
Pretty much ALL heavy industry today emits carbon, directly or indirectly. The techniques we use to make stuff mostly date back to the industrial revolution. Getting to net zero involves redoing the industrial revolution! edconway.substack.com/p/yet-another-…
Read 7 tweets
Jul 5
🧵
How did Keir Starmer manage to win a landslide majority even though fewer people voted for him than for Jeremy Corbyn in either of his election bids?
A quick thread looking beneath the numbers.
Let’s start with swing…
Election nerds like to focus on two-party swing - essentially showing how voters shifted between the main parties.
And on this metric, Labour enjoyed a MASSIVE swing. 11%. Slightly more than Blair in 1997.
But there’s more to this chart than meets the eye… Image
Let’s take the same data, two-party swing, & break it down. Red bits of bars show change in Labour vote, blue bits show Tory change.
Now look again at that 2024 bar (on the far right).
The vast, vast majority of swing to Labour is in fact swing AWAY from the Conservatives. Image
Read 10 tweets
Jul 2
🧵THE STRANGE CASE OF THE YAKOV GAKKEL🧵
A thread about the energy story no-one wants to talk about.
About how UK companies are helping facilitate Russia, as it earns money to finance its war.
And about how the cost of living crisis didn't end quite how you prob thought it did…
But before all of that it's a story of a ship. A v unusual ship.
The Yakov Gakkel. A vessel that routinely passes these shores. As I type this it's somewhere north of Norway. But I first saw it in the English Channel.
And at first glance you might not think it all that special.. Image
But beneath that enormous blue hull is some incredibly advanced technology. Because the Yakov Gakkel is a cutting edge liquefied natural gas tanker, capable of holding vast amounts of natural gas at temperatures of approximately −163 °C.
These things are pretty incredible! Image
Read 21 tweets
Jul 1
🧵You know the idea, posited by @theIFS, that the main parties are engaged in a "conspiracy of silence" this election.
Their original point was about spending plans.
But I think you cld go much further.
I can think of at least 5 other areas where there's a conspiracy of silence
1⃣Taxes ARE going up under all the main parties' plans.
But they prefer not to talk about this, hiding instead behind the claim that tax rates on income tax, NICs and VAT won't rise. But they've still signed up to plans which will mean the AMOUNT of taxes we're paying will rise. Image
2⃣The magical tax avoidance money tree.
All the parties think they'll raise enormous sums clamping down on tax avoidance.
So much that they need not raise other taxes. This is v uncertain. But since they've all done the same trick they remain silent about its ridiculousness
Read 7 tweets
Jun 23
🧵
You've probably heard this claim - both from @rishisunak and more recently from @Nigel_Farage 👇
UK has leapfrogged others to become the world's fourth biggest exporter! And all after Brexit!
Unfortunately the reality is somewhat less impressive than this sounds.
Here's why: Image
First thing to say is that the bare bones of the claim are certainly true.
Between 2021 and 2022 the UK did indeed rise from 7th in the league table of the world's biggest exporters (counting both goods and services) to 4th.
We'll get to why this happened in a moment. But still Image
However here's some (very) important context.
It's not like the UK has only JUST hit fourth spot. In fact, it was in 4th place in 2020. And in 2015, 2014 and 2013.
Actually if you look at the modal average of our position in the past decade it was... fourth. Image
Read 12 tweets

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