OK that’s enough cross-country comparisons. How is the situation in the UK re cases, admissions and deaths? These charts tell some of that story. In short, the vaccines seem to be doing their job. Back in the late 2020 wave, look how correlated those lines were. Not any more.
I say the “vaccines are working”. But hang on: in that case why are even more vaccinated people dying of COVID now than unvaccinated people?
The answer comes back to CONTEXT, which is all-important here. Consider the latest data from English hospitals… assets.publishing.service.gov.uk/government/upl…
In the most recent period (13 Sept - 10 Oct) there were 2,805 Covid deaths in this database.
2,136 of them were fully-vaccinated.
Only 557 of were unvaccinated people (NB by unvaccinated I mean no doses at all).
Easy to assume from that the vaccines aren’t working. But hold on
Let’s deal with the most important function of vaccines: to reduce the likelihood of death. Are they doing that?
To find that out we need to check these numbers against two important bits of context: vs age and vs total caseload. In short, to work out a crude case fatality rate
The point here is we want to compare like with like. Age groups with age groups. Because, as we all know, covid mortality is very age-dependent.
So first let's break down those 2,805 deaths by age. And unsurprisingly the vast majority (2,486) are among those aged over-60.
Now let’s take those 2,486 Covid deaths among over-60s and check the percentage who are double vaccinated: 80%. Very high. But lower than the% of this age group which is double vaccinated.
We can’t get a CFR, crude or otherwise, without comparing those deaths to the total number of cases among that age group: 72,063 (so high I needed to shrink the deaths bar so they’re in proper proportion).
88% of those cases were vaccinated.
88% vs 80%. Not much difference. But…
Now let's do the final bit necessary to come up with a CFR and work out what percentage of those cases - vaccinated and unvaccinated respectively.
So we divide the small bits by the big bits...
And here's what you end up with.
Among over-60s, the percentage of these FULLY VACCINATED covid cases (63,767) who go on to die is 3.2%.
Among the same age group, the percentage of UNVACCINATED (2,691) cases who went on to die was 14.3%.
I suppose the overarching point is to be a bit wary of scary numbers - from all sides.
There is certainly reason for caution and concern re Covid right now. And it's certainly right to scrutinise whether the vaccines are doing the job.
But CONTEXT MATTERS!
Oh and let me know if those animated charts are helpful or just annoying. Something of an experiment. Full video explainer of all this with me prancing around in front of the big screen is on @skynews tonight so, if you aren't already, tune in!
Finally here’s crude case fatality rates by age and vaccination status for all age groups.
As the name suggests, these are crude: for a proper CFR you’d want to tie cases to deaths, while this is more of a snapshot over a period.
But it’s about the best real world data we have.
Having turned off Twitter last night I turned it on again this morning and realised some of the charts in this thread were out of date. Apologies. Turns out my spreadsheet hadn't refreshed the data from the API. So I've deleted the offending tweets & below are updated versions
The broad narrative is the same even once the charts are updated: look at cases alone and it looks as if the UK is the worst placed of all the countries here. But that misses some important context: UK is testing more than most countries...
Look at other metrics: positivity (cases as % of tests), hospitalisations, deaths, and the UK is, while higher than most of Europe, not an outlier. UK deaths are currently running at about the same level as the EU as a whole.
The broad takeaway is much the same but the charts do look somewhat less dramatic; and interesting to note Israel & Japanese rollercoasters.
Anyway. Clearly the real lesson is: don't just look at the context. Also check your database to make sure it's up to date!
Apologies again.
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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👇
🧵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.
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.
🇨🇳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?
🔥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...
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
🌾 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...
🧵
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?
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
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