Friday, 5 December 2025

The fantasy land of 'public health' academia

This is pretty shocking. Seven 'public health' researchers looked at a survey which showed that self-reported alcohol consumption rose sharply in March/April 2020 and remained significantly higher than average for several years. Although they knew that the survey method had changed from face-to-face to via telephone in March 2020, and that people under-report alcohol consumption more in face-to-face interviews, they assumed the rise to be real. At no point did they consult either the alcohol sales figures or the alcohol duty receipts which show that no such rise took place - on the contrary, per capita consumption fell. Instead, they conclude that the rise in alcohol-specific deaths during the pandemic shows that consumption probably rose.

This is your tax money at work (thank you SPECTRUM). One of the authors is Sarah Jackson who is normally relatively sensible. Two of the others are part of the Sheffield University alcohol modelling team and have therefore been living in a world of fantasy for years. Even so, this strikes me as a bit of a milestone in post-truth 'public health' academia. The field of alcohol research seems to be more detached from reality than ever. They model policies which don't work and then conduct modelling studies to show that they worked. Now they're arguing with basic facts. They have got away with conning people for so long that they think they can say anything in a peer-reviewed study and make it become the truth. 

Where were the peer reviewers anyway? 

I've written about it for The Critic



Wednesday, 3 December 2025

The OBR is bad and HMRC is worse

I've got a piece up at The Critic about the hopeless OBR and my struggle to get HMRC to face up to the size of the tobacco black market. 
 

As I have said several times before, it is a mathematical impossibility for illicit tobacco to make up only 13.8% of the total market (as HMT claims). The number of cigarettes sold legally in the UK fell from 23.4 billion to 14 billion between 2021 and 2024 - a drop of 40% - and the amount of hand-rolling tobacco sold legally fell from 8.6 million kilograms to 4.5 million kilograms - a drop of 48%. At the same time, according to the ONS, the total number of smokers fell by 20%, from 6.6 million to 5.3 million. In other words, legal tobacco sales have been falling at more than twice the rate as the number of cigarettes that are being smoked. It is blindingly obvious that the black market has picked up the slack.

... Even if you assume that there was no illicit tobacco sales in 2021, the data since then shows that they must now make up 28% of the market, twice as much as HMRC claims. And since there clearly was a black market for tobacco in 2021, the true figure must be even higher.

 
I didn't mention it in the article because it's too dull, but if you're wondering where I got the 28% figure from, it is derived from the following...
 
2021: 31,988 billion cigarettes sold legally (including hand-rolled cigarettes, based on 1,000 cigarettes per kilogram).
 
If this had declined by 20%, in line with the drop in smoking prevalence, there would be 25,590 billion cigarettes sold legally in 2024.
 
In fact, there were only 18,465 billion cigarettes sold legally in 2024. 
 
This makes a shortfall of 7,125 billion cigarettes sold legally, which is 28% of 25,590 billion.
 
As the excellent Geoff Vann has pointed out on Twitter, more big taxes rises have already been pencilled in for next year, although the government has decided not to introduce a massive 10% plus inflation tax hike on rolling tobacco, as recommended by the political arsonists at ASH.
 
 
ASH's prohibitionists reckon the policy of even heavier taxation of rolling tobacco has "worked" because the proportion of smokers buying it as dropped. A much more plausible explanation is that fewer people feel the need to resort to rolling tobacco now that they can buy real cigarettes for a fiver on the black market.
 
As Geoff also points out, the ONS is a bit of an outlier when it comes to estimating smoking prevalence. The Smoking Toolkit study and ASH's own study show little or no decline in the smoking rate since 2021. I'll continue to rely on the ONS figures because they are official statistics, but if the other surveys are right, the black market must be bigger still.