Ed Conway Profile picture
Jun 25, 2021 17 tweets 8 min read Read on X
Few thoughts on UK COVID data.
There’s good news and bad news.
But the good news is that the good news outweighs the bad IMHO.
Let’s start with cases. They’re growing in the UK at a decent snap, albeit not as fast as winter. You can see this better in the log chart (2)
But the real question is not just about cases but whether they’re turning into deaths.
That was the case for most of the pandemic: look at how correlated these lines are.
But now look bottom right. Do they seem to be diverging? Looks like it (albeit still quite early days)
That brings me to the most encouraging bit of data out recently: the case fatality rate of the Delta/Indian variant vs Alpha/Kent and others.
Look! While 2% of those catching Alpha died, the CFR for Delta is only 0.3%. Massive improvement.
It’s hard to overstate how big a deal this is. Clearly death is not the only consequence of #COVID19. There’s long covid, most notably.
Even so, the fact that a far smaller % of people are dying is incredibly good news.
Early data, so will need to monitor it. But still… 🤞
And in case it wasn’t already clear, this is not a consequence of the variant itself, which seems on the basis of early evidence to cause MORE hospitalisations. It’s because so many people are vaccinated that only a small % are catching it and even smaller are dying of it.
Now clearly deaths always lag cases, so we need to be cautious and look at as many datapoints as poss to test the thesis that the link between cases & deaths is weakening. Let’s look at hospital admissions.
Again, note the correlation during winter. And some divergence recently.
The pattern is somewhat less clear than with deaths because while deaths are flat, hospitalisations are growing. But look at the growth rates.
Cases going up 4.7% over the past fortnight. Admissions up 3.4%.
Doesn’t sound like a big difference but in practical terms it’s enormous
Extrapolate these lines forward (simple projection based on past 14 day growth rate) and here’s what you get by 19 July:
40k #COVID19 cases a day.
560 hospitalisations a day.
So. On “Freedom Day” the caseload could be 2/3 of the winter peak!
Sounds scary, right…
But 560 daily hospitalisations represents only 13% of the winter peak.
Far more manageable for the NHS.
You see the issue.
Even as UK lifts lockdown, one key statistic, the one we’ve prob focused on the most during the pandemic, will be at levels which hitherto rang alarm bells
It’s a tricky one. We’ve spent the past 18 months telling ourselves that sure as night follows day, cases => hospitalisations => deaths.
And while there’s clearly still a link and people are still suffering, this heuristic is nowhere near as powerful as it once was.
Which is why this point matters. It will be very easy in the coming weeks to take case numbers and make them look utterly terrifying. But the reality is much more nuanced. And that’s going to be v tricky for all of us to internalise.
None of this is to say the numbers aren’t, well, a bit unnerving. The ONS data now suggests cases are on the way up too, so it’s not just the dashboard (tho the @ONS infection number is still a tad less steep than the gov.uk numbers)
Look at the breakdown of UK nations and Scotland looks like it’s going through the ceiling. A while back this would be an instant red flag. But again: remember that the equation has changed. High cases don’t necessarily mean high hospitalisations/deaths
Let’s not forget that in comparison with where many epidemiologists thought we might be now, we’re doing incredibly well.
This is the Imperial chart of what might happen to hospitalisations as lockdown was eased.
Right hand chart is what happened (the circular dots)
One other thing worth bearing in mind: part of reason UK cases are rising so fast is the delta/Indian variant. Nearly all UK cases are now Delta. But most of the rest of Europe is basically now where the UK was a month ago.
Chart is delta % in various countries:
Also worth bearing in mind it needn’t have been quite like this. It’s quite plausible UK could have staved off arrival of Delta. (Tho it would prob have got here in the end).
Still, answers from govt abt why it waited so long to put India on red list remain unsatisfactory. Cf:
Full analysis on @SkyNews website: it's time to throw out the old rules of thumb about #COVID19: news.sky.com/story/covid-19…

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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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