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Ed Conway

@EdConwaySky218k followers

New book ‘Trade World’ OUT NOW in UK. Coming to N America May 2027 (link in bio)!

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1Jan 19, '23We heard @borisjohnson was here in Davos for a private event. So we tracked him down to ask him what he was up to. He took off. We chased him. Here’s what happened next:49.7×3.2M6.3k1.9k616
2Mar 20, '24A big moment in Britain's industrial story happened today. The coke ovens at the Port Talbot steelworks were closed. This was where they baked the coal used to make millions of ton33.1×2.1M4.8k1.6k676
3Feb 21, '24🚨How British companies are bolstering Vladimir Putin’s war machine🚨 A depressing thread. But an important one. With some pretty shocking charts. Let’s begin with the “official” p32.3×2.1M6.3k2.7k1.3k
4Dec 6, '24🚗What's happening to Europe's car industry is one of the biggest stories in the world right now, & prob the biggest story of next year too. A slow motion implosion driven by m30.7×1.9M4.7k1.3k3.1k
5Dec 15, '23🌞Here's a short story abt how I went to Morocco to see one of the world's biggest solar plants. It didn't go quite as I expected This is the Noor complex near Ouarzazate. It's mas29.3×1.9M5.2k1.1k1.4k
6Jan 31, '23Truly grisly assessment for the UK economy from the IMF this morning. - UK to fare worse than any other major economy this year - worse even than Russia(!) - Britain's downgrade ca28.5×1.8M2k897140
7Nov 19, '24🧵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 ma22.6×1.4M5.1k9961.4k
8Jan 10, '24There's been a lot of nonsense spouted about Labour's £28bn green investment plans. And doubtless there'll be lots more nonsense spouted in the coming months. With that in mind, he20.2×1.3M2.8k935627
9May 2, '24I hate to be pedantic (and no doubt this will mean I'll be labelled as one of those doomsters @KemiBadenoch is calling out here) but there's a few problems with the data the biz/tr20.1×1.3M2.2k835395
10Aug 9, '24🧵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 cal19.8×1.3M2.7k7441.5k
11Jun 4, '24The chart I can't quite get out of my head is this one👇 Population-adjusted net migration since 1855(!) We've NEVER seen net migration flows like this before. Whether you put it d18.9×1.2M1.9k614627
12May 17, '22🧵 Something seriously odd is afoot in natural gas markets. There's a BIG glut of gas in the UK. Wholesale gas prices are the lowest in 18 months. There is so much gas no-one is qu17.2×022k8.3k1.2k
13Jul 8, '23🎾THREAD🎾 Have you ever wondered how they keep the courts at Wimbledon so pristine? Much of it is the hard work of the groundspeople. But there’s another secret ingredient too. A 16.3×1M1.6k378378
14Jun 23, '24🧵 You've probably heard this claim - both from @rishisunak and more recently from @Nigel_Farage 👇 UK has leapfrogged others to become the world's fourth biggest exporter! And all16.1×1M3.4k1.3k645
15Sep 24, '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 witness15.2×966k2.6k1k498
16Sep 28, '22🚨NEW🚨 On the @bankofengland intervention: Am told the BoE were responding to a “run dynamic” on pension funds - a wholesale equivalent of the run which destroyed Northern Rock. H14.5×017k6.7k541
17Feb 3, '22🚨NEW 🚨 Bank of England says UK households must brace themselves for the biggest annual fall in their standard of living since comparable records began three decades ago, as it: -13.5×011k5.9k565
18Jun 21, '23🧵 Why is Britain facing higher inflation than any other G7 member? How did the @bankofengland get so far behind the curve? Why will UK households end up facing higher interest rat13.4×849k1.9k651375
19May 29, '23Why, you might be wondering, are illegal raiders going to the extraordinary lengths of stealing metal from old WWII wreckages, war graves at that? Are they after gold? Silver? Stol13.3×844k1.7k466276
20Feb 23, '24🧵Here's a thread about an obscure economic theory from a century and a half ago, which is about to become a MASSIVE deal. ⚡️It helps explains why tackling climate change is going 13.1×832k1.9k6451.4k
21Jul 20, '24🧵 80 years ago today, newspapers in Europe carried news of the unexpected death of a very important man, in a hotel miles from the nearest city. A man who, said some, was helping 13×824k2.3k6461.3k
22Oct 14, '20Exclusive: UK govt is paying management consultants the equivalent of million and a half pound salaries to work on Test & Trace. I’ve seen documents showing senior staff from B11.9×011k7k210
23Mar 18, '24NEW Britain's motoring lobby group the @SMMT has insisted that an unprecedented 2,000% increase in car exports to Azerbaijan has NOTHING to with Russia and is explained by the fact11.7×746k2.8k678255
24Oct 31, '24Here's the moment ⁦@RachelReevesMP⁩ first learned of the negative market reaction to her Budget - when my colleague ⁦@BethRigby⁩ pushed her on it👇 (Gilt yields were already up fro11.7×741k2.2k375413
25Oct 31, '24Now the pound is falling. Over the past three days sterling (in trade weighted terms) is down by 1.2%. That's the biggest fall in more than 18 months.11.2×714k1.9k563104
26Nov 23, '23Hard to put into words just how enormous the recent flows of migration into UK are, so this chart 👇 is prob a better place to start. This country has NEVER seen net migration as h10.8×683k1.5k549198
27Mar 12, '23Withering words from one of the world's biggest battery and EV manufacturers, China's BYD, on why it's not planning to locate any factories in the UK: "after Brexit, we don’t under9.2×587k2.6k1.1k84
28May 14, '21THREAD: 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 a9.2×011k3.9k764
29Feb 26, '25📽️ How much have the US and others given in aid to Ukraine? Who's been the most generous? How does it all compare with previous conflicts? And what's with Donald Trump's money-for8.9×564k1.9k753651
30Sep 22, '22🧵RISING INTEREST RATES ARE A BIGGER DEAL THAN YOU MIGHT THINK🧵 This is important (hence the caps). I’m a bit worried people are being WAY too complacent about rising interest rat8.2×09.6k3k1.8k
31Jan 10, '25🇨🇳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 economic8.1×514k1.7k340432
32Mar 21, '25👀What an extraordinary story. And so many unanswered questions: How did the fire begin? How was it allowed to take out both the substation and the backup generators? What does it 7.7×489k2.1k428108
33Nov 23, '23👀 Blimey this chart from the @resfoundation today is quite something. No other parliament in modern history has seen quite such a big fall in living standards. And, as I said yday7.5×477k2.3k1.3k212
34Oct 30, '24Markets were sanguine about the Budget when @RachelReevesMP was delivering it. But now investors are absorbing the actual details and numbers, they're considerably less sanguine. U7.3×466k1.9k600145
35Dec 19, '24If you're even half interested in energy, I bet you've seen this chart. I call it The Most Hopeful Chart in the World. The point? We're embracing renewable power MUCH faster than e7.2×455k2.1k476945
36Mar 27, '25🚨 The Chinese owners of British Steel say they are now considering shutting their blast furnaces and end steelmaking at Scunthorpe in early June - only a few months away. It would7.1×449k4.7k1.3k208
37Jul 2, '22🔋THREAD🔌 The inconvenient truth about climate change is that solving it will involve digging, blasting & leaching more minerals from the skin of this planet than ever before.7.0×07.3k2.5k1.8k
38Aug 7, '20Here’s some really good news: the likelihood of someone dying after being admitted to intensive care with #COVID19 has pretty much halved since the early days of the pandemic. Yet 6.3×011k2.2k101
39Apr 28, '20I was hesitating to post this chart, so depressing is it. The lines here represent excess deaths. No other major European state has excess deaths so far above “normal" levels for t5.7×04.7k3.6k229
40Sep 27, '24There is at least ONE area where the UK is world-beating: the cost of our power. Acc to new figs, UK has highest industrial power prices in the developed world👇 A key part of the 5.6×353k1.7k618223
41Sep 23, '22The pound is falling. Fast.5.3×05.8k2.2k113
42Aug 12, '20It’s official. Not only is the UK now formally in recession. It’s the deepest recession in UK history. The deepest of any G7 economy. The deepest since the invention of Gross Domes4.7×04.3k2.5k106
43Aug 20, '23For the first time in modern history, Britain is no longer manufacturing the fertilisers which keep us all alive. Yet no-one even seems to have noticed. My column about why this ma4.7×298k1.8k707117
44Feb 14, '20This is a story about a chart. A pretty astonishing chart. A chart that has all sorts of consequences, including misleading ministers, distorting our view on the nature of the UK e4.5×04.5k2.2k374
45Feb 12, '22The Humber Refinery in NE England. This place looks and smells like a ghost of fossil fuel history. It's where they turn crude oil into petrol, jet fuel & many other petrochemi4.2×04k1.4k1.1k
46Nov 13, '25The more you think about it, the more extraordinary - and disturbing - it is... A group of hackers have singlehandedly caused a fall in UK GDP. Weeks ahead of the Budget. Can anyon4.1×258k1.7k453172
47Jul 4, '24If the exit poll is correct the Tory party has just won the smallest number of seats since the invention of the Tory party3.8×241k1.6k49949
48Jul 10, '20Breaking: UK government was routinely overstating the total number of people who’d been tested for #COVID19 by as many as 200,000 at the height of the coronavirus pandemic, accordi3.6×04.3k2k66
49May 17, '21I wasn’t planning another thread on #COVID19, the Indian variant & why govt took so long to put it on the red list. But then something odd happened. Let’s begin with this, @Mat3.2×03.6k1.5k205
50Jan 22, '21I’m dearly hoping govt releases some actual data on the lethality of the new variant. Holding a press conference to announce this ominous news alongside vague caveats about uncerta3.2×05.5k95632
51Oct 12, '22- Markets are frantic - Govt u-turning on everything - @theIFS warns its fiscal plans don’t add up - The @bankofengland governor is dropping bombs - Jacob Rees-Mogg says the curren3.1×04.2k1.1k389
52May 5, '22🚨NEW🚨 @bankofengland warning: - UK now heading for a recession, with GDP forecast to contract at the end of this year. - Double digit inflation of just over 10% forecast later th3.1×02.8k1.4k146
53Jan 13, '25"We are witnessing the extinction of one of our major industries as chemical manufacture has the life squeezed out of it,” says INEOS boss Jim Ratcliffe. De-industrialising Britain3.0×188k3.8k948107
54Oct 12, '25👀 If the 2nd point is true it confirms what many long suspected: that Jingye (British Steel owner) was always an arm of the Chinese state. Raising the question: why on earth did w2.9×181k2.1k572147
55Nov 8, '19Breaking: Credit ratings agency Moody’s changes outlook on UK’s (Aa2) rating from stable to negative. Pretty damning release says Brexit has been a catalyst in an “erosion in insti2.9×02.1k2k73
56Sep 27, '22🚨NEW🚨 If govt doesn't reverse its fiscal plans, it may have little option but to cut public spending so enormously it could result in the end of the NHS, acc to Charlie Bean, one2.7×02.1k1.4k97
58Oct 11, '22Gosh Just look at what happened to the pound when @bankofengland Governor Andrew Bailey told investors its emergency support will definitely end on Friday. "You've got three days l2.7×02.9k1.3k85
59Oct 5, '22You’ll have seen a lot of charts in the past few weeks. But this one REALLY matters. The mortgage burden - the % we spend on our repayments - is heading for the highest level since2.6×03k1.4k169
60Nov 6, '20Transparency, worst case scenarios, & why govt is treading a dangerous path over #COVID19. This is the longest thread I've ever posted. But I think it may be among the most imp2.5×02.6k995320
61Oct 20, '22The pound is... rising2.5×04.2k87825
62Oct 20, '21I really REALLY didn’t want to have to do another Covid thread. Really. But given the numbers are on the rise - along with the inevitable hot takes (we’re heading for disaster! The2.5×03.2k818297
64Mar 5, '19Breaking: UK will cut 80% to 90% of ALL tariffs on imports if Britain leaves the EU without a deal. Would represent biggest unilateral trade liberalisation in British history. More2.3×02.7k1.2k15
65Jul 30, '19The pound sterling is now at its weakest vs a basket of other currencies since Bloomberg began tracking it in 2004. Weaker than during financial crisis. Weaker than post referendum2.2×01.5k1.5k29
66Apr 14, '20Here is the story of today's @ONS mortality statistics in a single chart. The worst week for UK mortality (all causes) since records began. The blue area shows the minimum and maxi2.2×01.8k1.3k142
67Nov 23, '20Staggering number buried in today’s #COVID19 winter plan: Test & Trace will cost an extra £7bn, so £22bn total this yr. To put that into perspective, that’s more than the ENTIR2.2×02.1k1.1k44
69Sep 10, '21These bars show you #COVID19 deaths among different age groups in England as a % of total cases in recent weeks. The higher the bars, the higher the fatality rate. The red bars are1.8×01.6k691184
71May 10, '20According to euromomo's latest update on excess deaths England is the only country in Europe with “extremely high excess mortality". Most EU countries now down to “normal" levels, 1.7×01.5k1.2k64
72Jun 8, '17If exit poll is right, May's decision to call election will go down as one of worst political decisions, since, well, Cameron called EURef1.7×02k1.2k0
73Jul 22, '22The tale of Newport Wafer Fab is a parable for our times. Tells you everything u need to know abt: - UK's industrial strategy; or complete lack of it. - UK's inability to decide wh1.7×01.8k678271
74Apr 1, '20#COVID19 death tolls Germany yesterday: 583 Germany today: 732 UK five days ago: 578 UK four days ago: 759 Spain 14 days ago: 598 Spain 13 days ago: 767 Most striking thing about t1.7×02.1k82636
75Aug 16, '21What’s the most underrated material in the modern world? How about CONCRETE? Often dismissed as boring, ugly & inert. Concrete is actually surprising, dynamic & incredibly 1.6×01.6k527404
76Sep 23, '22Golly. Markets are now pricing in 5.5% interest rates from the @bankofengland next year. Up from 4.75% yesterday. Deutsche Bank saying BoE may need to table an emergency rate hike 1.6×01.9k73089
77Feb 22, '21As the PM prepares to announce a tentative timetable for loosening lockdown, it’s perhaps worth noting that the UK currently has the strictest lockdown in the developed world (as m1.5×01.7k69372
80Feb 11, '22🚨NEW🚨 - UK govt privately warned it's falling dangerously behind in its plans to build a battery industry. - Plans nowhere near enough to save the car industry, according to docu1.5×01.8k70975
82May 1, '20Some people being sniffy abt the govt meeting its 100k #COVID19 test target. But the underlying point is UK has gone from being one of the nations testing least, as a % of populati1.4×01.9k45216
85Sep 24, '20I do sometimes wonder whether people realise just how much of their money the government is ploughing into its #COVID19 test and trace programme. At £12 billion that’s equivalent t1.3×01.5k66418
86Oct 4, '20Leaving aside the implications for what we know about the spread of #COVID19, which we'll get to in a second, THIS, simply as a story about management of data, is astounding. At on1.3×01.4k62578
88Apr 19, '20Never seen the Government issue a rebuttal to a Twitter thread. Let alone devoting nearly 3,000 words to it. ⁦@pmdfoster⁩ has clearly hit a raw nerve.1.3×01.4k57470
89Jun 4, '20Be v careful with this -UK does NOT have more daily #COVID19 deaths than whole of EU -What u see here are different reporting standards -UK lumps together deaths from previous week1.2×01.6k61218
91Oct 3, '22The pound jumped following news of the u-turn on the 45p rate abolition1.1×01.4k35320
93Oct 23, '22The pound is... rising (again)1.0×01.6k36213
94Mar 29, '21Remember when the PM announced the easing of lockdown it was going to be about data not dates? Well now we’ve had a bit more data in this feels like as good a time as any to see ho1.0×01.5k35642
96Sep 26, '22NEW: From someone who has been advising the new UK govt: “I outlined clearly to them in recent weeks how febrile the markets were and how it was critical for them to address market0.9×01.4k38324
97Feb 22, '21Ahem, I work for Sky News. I am part of the MSM. You are literally learning this because the MSM reported it.0.9×01.9k1099
101Aug 21🎤 TRADE WORLD TOUR 🎤 Secret factories. Weird commodities. Forgotten technologies. Wild tales about the way the modern world actually works. I’ve spent the past few years collecti0.4×26k55109

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