Suraj Profile picture
13 Nov, 12 tweets, 6 min read
Resuming once again after Diwali. The past week saw 38 million vaccinations, close to the 40m threshold of the top 10 best weeks.

The month of Nov (to 13th) has seen 58 million vaccinations, almost equal to the total in May.

1/
The daily performance chart shows the past week very stable at 5.5-6.5m doses a day, typically around 2m first doses and 4m second doses, stabilizing rapidly from the little over 21 million in the week prior due to Diwali.

2/
The first and second dose data is better demonstrated by this graph, which shows the rapid evolution of dose breakdown since October. September was the last month of first dose acceleration; Oct and now Nov have seen a rapid move to 2nd dose delivery instead:

3/
At around 4m second doses a day, India is a couple of weeks off from overtaking Europe in this figure, as the relative slopes of the two entities show.

4/
However, this isn’t all positive. From an analysis of the data, second dose numbers could be higher than present. There’s clearly no shortage of vaccines, with supply now at a ridiculous 180 million, more than most countries’ populations:

5/
From a deep dive into this data, my preliminary view is that the mechanism of waiting for people to come for their second doses is not sufficient. In most urban areas, first dose saturation means mass go-to-people drives for second doses can be done - and should be done.

6/
India is at a point where first dose saturation of adult population is at par with or better than US/Europe.

Yes those geographies also have vaccines for 12+ and now 5+ group, but their coverage is quite low still; looking at the 18+ group, India has now attained parity.

7/
The following graphs show the extent of dose coverage end Oct, data from the wonderful covid19india.org, now being continued thanks to IIT-H at covid19tracker.in . Thank you @stellensatz @agrawalmanindra and everyone who kept it going.

8/
Anecdotal data also aligns with this - not just small states like HP but metropolises like Mumbai now at 100% first dose coverage.

Even back in end Oct, the covid19india site showed a large number of districts at over 1L/lakh doses done.

hindustantimes.com/india-news/mum…

9/
The per-lakh figure is a little misleading since divides by entire population, not just adults, so coverage of 18+ population (~68% of total) is even higher .

India is a young country. In US/EU, 75-79% of population is 18+.

10/
This means India has a greater need to get at least one, ideally two vaccines that children can receive. The huge Covishield supply is not usable as it may never be approved for children, but Covaxin and Bio-E are both at the cusp of approval:

theprint.in/health/why-cov…

11/
Hopefully @PMOIndia @MoHFW_INDIA will prioritize:
1. Accelerating 2nd dose deliveries through aggressive go-to-people drives, doing 5m/day or more second doses.
2. Quickly approve Covaxin/BioE for children and dedicate the supply to quickly vaccinating the young.

12/12

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More from @surajbrf

2 Nov
Long track record of covering India and @narendramodi eh ? Let's look at the past 4 Climate Transparency Reports since Paris 2016, to confirm your tracking capability:

2017: climate-transparency.org/wp-content/upl…

India and US blurbs:

1/
2018: climate-transparency.org/wp-content/upl…

India, China and US blurbs:

2/
2019: climate-transparency.org/wp-content/upl…

India, China and US blurbs again:

3/
Read 7 tweets
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/
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/
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/
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/
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/
Read 10 tweets
30 Oct
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
Read 14 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

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