Suraj Profile picture
30 Oct, 14 tweets, 7 min read
Resuming regular reporting for last week of Oct. Since Dussehra, vaccination has been mostly unremarkable, except that almost every day sees more 2nd doses than first now. This week still sits within the top 10 weeks:

1/ Image
October should end a shade under 180 million doses, around the same ballpark as August, despite 1.5 weeks of the Dussehra festivities.

Data below is up to Oct 30th, i.e. one more day remaining in the month.

2/ Image
While October seems slower, it has been in fact accounted for more weeks in the top 10 than Aug, though the first wk is mostly driven by the ending days of September.

The holiday interregnum may account for perhaps 30-40 million delayed doses; full month is still ~6m/day.

3/ Image
And how much is 6m/day in relative terms ?

Far ahead of any other major geography. After the lull during Dussehra, the slope of the vaccine doses graph resumes its pace with no other entity managing anywhere close to this rate.

4/ ImageImage
Compared to a collection of major regions and as a share of total world vaccinations, India continues to maintain position in October, accounting for over 24% of world vaccinations, and adding up to the sum of vaccinations in Europe and the Americas.

5/ ImageImage
There’s been some nonsensical press about how Indian vaccinations are sexist and women are not getting doses compared to men.

CoWin data shows:

Men: 54,62,72,710
Women: 51,09,32,307
M/F dose Ratio: 1.069

Indian adult pop sex ratio: 1.069

No shortage of motivated press.

6/
This month has been characterized by one notable shift - the first month where second doses exceed the first. In fact, second doses already exceed the total performance in Sept, which had far greater overall doses done:

Current rate is ~4m second doses per weekday.

7/ Image
Given the number of first doses we have seen in June and July, the second dose rate should accelerate further.

There’s no shortage of doses available. Quite the contrary - availability is at an all time high 127m doses:

8/ Image
How many doses were actually supplied in Oct ?
~172m doses performed
Cumulative increase in supply: 78m

Thus 250 million doses were actually supplied by @SerumInstIndia and @BharatBiotech over the course of the month as of end Oct 29th (latest data is on 30th morning).

9/
November may see 100m second doses being performed, by looking at the number of first doses performed late June-end July.

It will be interesting to see how the first dose count will be kept up. With 732m first doses, 79% of adults already have a first dose. 36% have both.

10/
Globally, most find it hard to keep the curve of the graph pointing up as the saturate first doses, but India isn’t doing badly here.

Second doses on the other hand, India will overtake Europe in November given the steep acceleration now.

11/ ImageImage
How is India doing in terms of ongoing rate towards the simple extrapolation of completion time ? Even after adjusting all three entities for their current slower rates, not badly:

12/ Image
@PMOIndia and @MoHFW_INDIA has an interesting challenge now:
1. Focus on closing out first doses ? The last mile effort is harder. They’re doing ok relative to others.
2. Accelerate second doses by lowering dose interval ? Possible - they have the doses.

13/
November should see Corbevax (Biological-E) available. It is a 2-dose vaccine with 28 day interval like Covaxin.

Another new emphasis is the effort to make vaccines available to children ASAP:
swarajyamag.com/news-brief/bha…

timesofindia.indiatimes.com/city/hyderabad…

livemint.com/news/india/cov…

14/14

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More from @surajbrf

2 Nov
Your argument confuses different things - a statement on a commitment, with raw data. The right relationship is the one between the talking and the walking the talk.

How many of the G20 are in line with their Paris NDCs ? Just ONE - India.

climate-transparency.org/wp-content/upl…

1/ Image
And another:
germanwatch.org/en/19552

The US sits comfortably among the worst in both.

To quote a movie dialogue, your egos writing checks your country can’t cash.

2/ Image
Literally the entirety of your argument is that the 3rd biggest economy (PPP terms) is the third biggest emitter. This is as insightful as arguing that water is wet.

Homilies about big emitters having do ‘do something’ are useless virtue signaling noise.

3/
Read 9 tweets
1 Nov
This thread celebrates the occasion of UPI transaction value crossing the $100 billion a month mark, reaching $103 billion in Oct 2021, up from $87 billion in Sept.

npci.org.in/what-we-do/upi…

UPI transaction value grew 18% MoM in Oct, aided by a 17% MoM growth in volume.

1/ ImageImage
Trailing 12 month transaction volume is now 34.5 billion . This is by a distance the most of any country in the world, having gained almost 10 billion from the FY 2020-21 end volume: dazeinfo.com/2021/05/11/rea…

The slope of this graph is going parabolic:

2/ Image
Trailing 12-month transaction value is currently $852 billion, on track to cross $1 trillion before fiscal year end in March 2022.

The value graph is also accelerating now, and in fact Covid was an inflection point from where UPI has accelerated in adoption and use.

3/ ImageImage
Read 10 tweets
23 Oct
This week’s update will only briefly cover performance - weekly total likely to be ~42 million, same as late Aug/early Sep rate after 1.5 weeks of festival driven slowdown.

The main topic this week is a numerical dive into the 1 billion doses administered performance.

1/
This is of course just the doses administered within India. Total production is approximately 1.25 billion, including supplies sitting with states, exports and wastage.

Covishield exceeds 1 billion doses produced.
Covaxin exceeds European Moderna output, close to US.

2/
Approx 6 billion doses of COVID-19 vaccines have been produced worldwide. 6 entities account for almost all of it: China, India, EU, US, UK and Russia.

India’s peers are lower middle income countries. But it ranks #2 in vaccine output.

3/
Read 19 tweets
10 Oct
Updating for Oct 2nd week. It’s known that this is a slow week. How slow ? ‘Only’ 42.5 million, still among the top 8 weeks.

Various theories have been offered regarding this slowdown so we will look at some associated data.

1/
This week, the daily bucket chart also highlights weekday public holidays that affect footfalls:
Eid Jul 21
Janmashtami Aug 30
Ganesh Chaturthi Sep 10
Navratri Oct 7-15

Lesser/regional holidays have been skipped only due to lack of pan-India data impact.

2/
The vaccine availability chart shows anomalous behavior this month - rather than a seesaw between supply and use, it has risen until 10th.

Oct started with 50m doses, supply rose to 85m, while consumption was 42.5m -> 77.5m doses supplied, or likely ~265m for the month.

3/
Read 11 tweets
2 Oct
Updating for the start of October. The prior week had 49 million doses. A soft period coming on the back of successive weeks of high performance dominating the top 5 in this chart:

1/
The primary reason for this is a softness in supply coming on the back of 4 long weeks of high performance. However this is now improving as the graph shows, with the available supply back over 50M :

2/
Weekly performance remained steady with no major movement. Trailing 7DMA is now a shade under 7M/day but should go up soon.

I may stop presenting this chart. Oct is likely to have many days over 10M, which this doesn’t show well. If you like this data, please say so.

3/
Read 11 tweets
20 Sep
Updating for 3rd wk Sept. Slightly delayed due to delayed data update on PIB/MoHFW.

Predictably after the 25M world record on Sept 17, this week is the best ever- 67 million.

This week alone is 2x the total by Europe or North America for the whole September to date.

1/
The daily bucketed performance is unable to show the magnitude of the Sept 17th perf well enough. A simpler expression is:

1. On Sept 17, India did more doses than the rest of the world combined.
3. India accounted for ~60% of doses worldwide that day.

2/
The following two charts show Indian vaccination as a fraction of global total in September, both daily and aggregate.

India has outdone its share of world pop (~16%) substantially. When share crosses 50%, that means India outdoes rest of world combined.

3/
Read 10 tweets

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