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

Nov 19
🧵SALT🧵
It's been snowing in the UK and the road gritters are out in force, begging the question:
Have you ever wondered where that grit actually COMES from?
The answer is more magical, beautiful and fascinating than you probably realised.
1/14 Image
Because that dirty-looking salt being spread by trucks on our roads is actually the remains of an ancient ocean (actually two ancient oceans), buried deep beneath our feet.
Most of the stuff being spread in London comes from a single mine in Cheshire - at Winsford.
2/14 Image
Here, about 20 to 40m beneath the meadows of Cheshire, is an enormous slab of halite, rock salt, the remains of an ancient inland sea a couple of hundred million years ago.
This is where most of our salt comes from.
3/14 Image
Read 14 tweets
Oct 31
🧵How worried should we (and @RachelReevesMP) be about the slightly nervy reaction from financial markets towards her first Budget?
Short answer: certainly a bit worried.
But perhaps not for the reasons you might expect...
Worth saying at the outset: these markets are volatile.
Trying to interpret movements in govt bonds is v tricky.
They're moved by all sorts of factors - fiscal, monetary, economic and structural - from all over the world.
So yesterday's Budget is only one of many factors here...
Even so, there has been a marked rise in UK bond yields following the Budget which is greater than what we're seeing in other markets.
This morning the UK 10 year bond yield hit the highest level in nearly a year. It's up 1.7% since yday - far more than US or German equivalents Image
Read 9 tweets
Oct 8
🚨Latest UK population numbers just landed.
Two headlines:
- The UK natural population (eg domestic births minus deaths) is now FALLING - at the fastest rate in modern history.
- Yet OVERALL population is rising at the fastest rate since 1948 🤯
How? Lemme explain...
🧵
Nearly every year since records began a century and a bit ago, more people in the UK were born than died.
In the year to 2023, that changed.
664k births. 681k deaths.
The net drop of 16k is the biggest on record (also in % terms).
It's a watershed moment for UK demographics. Image
Yet the overall UK population rose.
& not by a little:
...at the fastest rate in 76 years! A near 1% increase.
That's a massive change in the number of people in the country.
How? You probably already know the reason... Image
Read 5 tweets
Sep 24
🚨This is the story of how UK & EU goods are STILL going into Russia in vast quantities, despite sanctions.
Of how the economic war waged by the G7 is failing.
Of how I witnessed sanctions rules broken in plain sight.
But above all else it’s the story of a chart... 🧵
Here’s the chart in question. It shows you UK car exports to Russia.
And there’s a clear story here.
Look: when Russia invaded Ukraine, the UK (and for that matter most of the G7) imposed sanctions on Russia. So exports of cars to Russia stopped.
End of story, right? Image
Wrong, because now look at what happened to exports of UK cars to countries in the Caucasus and Central Asia.
At precisely the same moment as sanctions were imposed on Russia, exports of these cars to Russian neighbours suddenly ROSE. Image
Read 32 tweets
Aug 13
🧵Here’s the extraordinary story of a Frenchman who came up with an invention that changed the world, before events took a twist.
It’s a rollercoaster story that just might help us solve one of the biggest challenges facing humanity.
Sounds far-fetched, I know, but read on… Image
The man in question was Nicolas Leblanc.
Born in 1742, he trained as a doctor but was always short of cash. He became the physician to Louis Philippe II, Duke of Orléans - a minor French royal. Like many enlightened intellectuals, his hobby was scientific experimentation. Image
And when he heard about a scientific competition, launched by the French Academy of Sciences and backed by none other than King Louis XVI, he jumped at the chance. The prize of 2,400 livres (quite a lot - a few years of earnings) would go to whoever could turn salt into soda ash Image
Read 29 tweets
Aug 9
🧵Want to understand why weaning ourselves off fossil fuels like oil is such a tricky challenge?
Best place to start is with this ubiquitous toy👇
This is a thread about what I call the LEGO conundrum.
It begins when you ponder what a LEGO brick is actually made of... Image
Standard Lego bricks are made of something called Acrylonitrile Butadiene Styrene.
ABS is a tough thermoplastic you often find in the handles of scissors or the frames of hard carry-on baggage cases.
But Lego bricks are prob the most iconic application.
en.wikipedia.org/wiki/Acrylonit…
Image
It's worth saying btw not all Lego pieces are made out of ABS.
Baseplates are moulded from high impact polystyrene. Gearwheels are polyamide.
The small, flexible green pieces that look like plant stalks or flags are polyethylene, and so on and so on.
lego.com/en-us/sustaina…
Read 22 tweets

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