global distribution and spatial and time variation of influenza (flu)

Cambridge A‑Level Geography (9696) – Global Themes

Topic 4: Disease and Geography – Case Study : Influenza (Flu)

Learning Objectives (Assessment Objectives)

  • AO1 – Knowledge: Define key virological and epidemiological terms, describe the virus, and outline its global distribution and spatial‑temporal patterns.
  • AO2 – Application & Analysis: Interpret maps, graphs and data sets; calculate epidemiological parameters (e.g., $R_0$); analyse causes of spatial and temporal variation.
  • AO3 – Evaluation: Critically assess public‑health responses, socio‑economic inequality and climate‑change implications for future influenza risk using a structured evaluation framework.

Key Geographical Concepts Integrated in the Case Study

ConceptApplication to Influenza
ScaleLocal outbreak (city hospital) → Regional wave (national health‑service) → National surveillance (CDC/PHI) → Global pandemic (WHO declaration).
PlaceContrast between a dense urban centre (e.g., London) and a remote rural community (e.g., a high‑altitude village in the Andes) – differences in population density, health‑service access and climate.
Change over timeSeasonal cycles (annual winter peaks) versus irregular pandemic events; long‑term trends linked to climate change and travel growth.
Spatial variationIncidence gradients with latitude, absolute humidity, and human connectivity.
Cause‑and‑effectLow temperature → greater viral stability → higher transmission; increased air travel →  rapid geographic spread.
SystemsInteraction of host (human), pathogen (influenza virus), animal reservoirs (wild waterfowl, pigs) and the environment.
Environmental interactionWild waterfowl as natural reservoirs; climate influences aerosol survival and bird migration routes.
Challenges & opportunitiesVaccination programmes, surveillance networks, antiviral stock‑piles, “One Health” integration.
Diversity & equalityDisproportionate impacts on the elderly, children, low‑income groups and remote communities.

Glossary (AO1 – Core Terminology)

  • Antigenic drift: Gradual point mutations in the haemagglutinin (HA) or neuraminidase (NA) genes that allow the virus to evade existing immunity.
  • Antigenic shift: Sudden reassortment of gene segments (often between human, avian and swine viruses) producing a novel HA/NA combination.
  • Basic reproduction number ($R_0$): Average number of secondary cases generated by one infectious person in a fully susceptible population.
  • Case‑fatality rate (CFR): Proportion of deaths among identified cases.
  • One Health: Integrated approach recognising the interdependence of human, animal and environmental health.
  • Seasonal influenza: Annual epidemics caused by drifted strains, typically occurring in winter in temperate zones.
  • Pandemic influenza: Global spread of a novel (shifted) strain to which most of the population lacks immunity.
  • Influenza‑like illness (ILI): Clinical case definition used in surveillance (fever ≥ 38 °C plus cough or sore throat).

1. What Is Influenza? (AO1)

  • Acute respiratory infection caused by influenza viruses (types A, B, C). Type A is epidemiologically most important because it infects birds, pigs and humans, enabling both antigenic shift and drift.
  • Typical epidemiological parameters:
    • Basic reproduction number ($R_0$): 1.2–2.0 for seasonal flu; 2.5–3.5 (or higher) for pandemic strains.
    • Incubation period: 1–4 days.
    • Infectious period: up to 7 days (longer in children).

2. Global Distribution of Influenza (AO2)

World map – average annual influenza incidence (choropleth)
Figure 1 – Suggested map: average annual influenza incidence (high, medium, low) by country/region.

Intensity varies with:

  • Latitude (temperature & absolute humidity gradients).
  • Human population density and connectivity (air‑travel hubs).
  • Presence of animal reservoirs (wild waterfowl migration routes, pig farms).

3. Spatial Variation (AO2)

  1. Temperate zones (30°–60° latitude): Sharp winter peaks (Dec–Feb NH, Jun–Aug SH) because low temperature and low absolute humidity increase viral survival in aerosols.
  2. Tropical zones (within 30° latitude): Weak or bi‑annual seasonality; peaks often linked to rainy seasons when indoor crowding rises.
  3. High‑altitude & urban centres: Higher population density and rapid transport accelerate spread; temperature inversions can trap aerosols.

4. Temporal Variation (AO2)

Graph – seasonal influenza incidence for a temperate and a tropical city
Figure 2 – Weekly ILI rates for a temperate city (London) and a tropical city (Singapore) over one year.
  • Seasonal influenza: Predictable, roughly Gaussian winter peaks in temperate regions; flatter curves in the tropics.
  • Pandemic influenza: Irregular, rapid global spread of a novel strain; higher $R_0$, often higher CFR.

5. Factors Controlling Spatial & Temporal Patterns (Cause‑and‑Effect, Systems)

  • Climatic factors: Low temperature & absolute humidity → longer virus survival in droplets.
  • Human mobility: ≈ 2 billion international passenger journeys per year; a virus can travel between continents within 24 h.
  • Animal reservoirs: Wild waterfowl (natural hosts) and domestic poultry/pigs (mixing vessels) supply genetic material for shift events.
  • Population immunity: Prior infection or vaccination reduces susceptibility; waning immunity fuels drift.
  • Socio‑economic conditions: Overcrowding, limited health services and low vaccine uptake amplify outbreak magnitude.
  • Climate change: Shifts in temperature and precipitation may expand zones of optimal transmission and alter bird migration routes.

6. Impacts of Influenza (AO2 & AO3)

Impact typeIndicatorsEvaluation prompts (AO3)
Health Hospital admissions, ICU occupancy, excess mortality (especially > 65 yr, < 5 yr, immunocompromised) Assess surveillance adequacy and equity of antiviral access.
Economic Direct costs (treatment, vaccination); indirect costs (lost work days, school closures) Compare cost‑benefit of universal vaccination versus targeted high‑risk groups.
Social Public anxiety, stigma, changes in behaviour (hand‑washing, remote work) Discuss media framing and its influence on compliance with health advice.

7. Case Studies (AO1‑AO3)

7.1 2009 Swine Flu (H1N1pdm09)

  • Originated in North America; reached all continents within six months.
  • Estimated 1.4 billion infections; 151 000–575 000 deaths.
  • Key drivers: pig‑human reassortment, modern air travel, early WHO pandemic alert.
  • Evaluation: Effectiveness of WHO’s phased response; role of pre‑existing immunity in reducing mortality compared with 1918.

7.2 2017–2018 H7N9 Avian Influenza in China

  • First human cases reported in 2013; a major wave in 2017‑18 with > 1 500 confirmed cases.
  • Transmission linked to live‑bird markets; virus showed limited human‑to‑human spread but high CFR (~ 40 %).
  • Control measures: market closures, poultry vaccination, enhanced surveillance.
  • Evaluation: Success of rapid market‑closure policies versus economic loss for small‑scale farmers; equity issues in rural provinces.

7.3 Seasonal Influenza in East Asia (2003‑2005)

  • High population density and frequent cross‑border travel (China‑Hong Kong‑Japan) produced overlapping epidemic peaks.
  • National surveillance systems showed synchronised weekly ILI curves across the region.
  • Evaluation: Importance of regional data sharing and coordinated vaccination campaigns; challenges of differing health‑system capacities.

7.4 Climate‑Change Influence – Recent H5N1 Human Cases (2022‑2024)

  • Warmer winters in parts of Southeast Asia and Eastern Europe extended viral persistence in poultry markets.
  • 2022‑2024 saw sporadic human infections in Russia, Mongolia and Vietnam, coinciding with altered migratory patterns of waterfowl.
  • Evaluation: How projected temperature rises could increase the frequency of antigenic‑shift events and the need for integrated “One Health” surveillance.

8. Global Theme 2 – Climate Change and Health (Second Required Topic)

  • Mechanism: Rising temperatures and altered precipitation modify absolute humidity, influencing aerosol stability; they also shift bird migration routes, affecting the geographic overlap of animal reservoirs and human populations.
  • Geographical evidence: IPCC‑aligned modelling predicts a poleward shift of high‑risk zones by 2050, with increased seasonal intensity in higher latitudes.
  • Policy relevance: Integration of influenza surveillance into climate‑adaptation plans (e.g., WHO “One Health” early‑warning systems).

9. Data‑Analysis Activities (AO2)

  1. Graph interpretation: Using WHO FluNet data (provided), plot weekly ILI rates for London (temperate) and Nairobi (tropical). Identify peak weeks and calculate the amplitude of seasonal variation (peak – baseline).
  2. R₀ calculation (early‑growth method): Given the epidemic curve for the 2009 pandemic in Mexico (sample data table below), calculate the exponential growth rate (r) and estimate $R_0 = 1 + r \times D$, where D = average infectious period (≈ 3 days).
  3. Mapping exercise: Create a choropleth map of influenza vaccination coverage (2018‑2022) using the supplied data set. Analyse spatial inequalities and relate them to GDP per capita.
  4. Systems diagram: Sketch a causal‑loop diagram linking climate variables, bird migration, viral survival, human travel and outbreak magnitude.

Sample Data Set – Weekly ILI Cases (Mexico, 2009 Pandemic)

WeekNew Cases
1150
2210
3295
4410
5560
6720
7880
8950
9900
10800

10. Structured Evaluation Framework (AO3)

CriterionWhat to considerPossible evidence sources
Effectiveness Reduction in cases, hospitalisations, CFR; timeliness of response. Surveillance reports, peer‑reviewed impact assessments.
Equity Access for vulnerable groups (elderly, low‑income, remote areas); distribution of vaccines/antivirals. Vaccination coverage maps, demographic health statistics.
Cost‑effectiveness Cost per averted case or death; comparison of universal vs targeted vaccination. Health‑economics studies, WHO cost‑benefit analyses.
Sustainability Long‑term financing, integration with other health programmes, adaptability to climate change. National health‑policy documents, “One Health” frameworks.

11. Evaluation Tasks (AO3)

  • Debate the merits of universal annual vaccination versus risk‑group targeting in low‑resource settings using the evaluation framework above.
  • Critically assess the WHO “Pandemic Influenza Preparedness Framework” – strengths, weaknesses and lessons learned from the 2009 pandemic and the COVID‑19 experience.
  • Discuss how climate‑change mitigation (e.g., reducing deforestation, improving wet‑land management) could indirectly lower influenza pandemic risk.

12. Summary Table – Major Influenza Pandemics (CE 2000‑present)

Year Strain (HA/NA) Estimated Cases Estimated Deaths Key Transmission Factors
2009 H1N1pdm09 ≈ 1.4 billion 151 000–575 000 Pig‑human reassortment, modern air travel, early WHO alert.
2017‑18 H7N9 (avian) ≈ 1 500 (human) ≈ 600 Live‑bird markets, high CFR, targeted market closures.
2022‑24 H5N1 (avian) – sporadic human cases ≈ 30 (confirmed) ≈ 20 Warmer winters, altered waterfowl migration, poultry exposure.

13. Suggested Classroom Resources (Required Resource Types) – Linked to Activities

  • Map (choropleth of global influenza incidence): Used in Activity 1 (global distribution discussion) and Activity 3 (vaccination‑coverage mapping).
  • Graph (seasonal ILI curves for London & Singapore): Supports Activity 1 (graph interpretation) and illustrates spatial‑temporal variation.
  • Photograph (1918‑pandemic public‑health poster – for historical contrast): Provides primary‑source analysis in the evaluation of public‑health messaging.
  • Data table (weekly ILI cases for Mexico 2009): Basis for Activity 2 (R₀ calculation).
  • Extract (WHO “Pandemic Influenza Preparedness Framework” executive summary): Central to Evaluation Task 2 (AO3).
  • Satellite‑derived climate data (temperature & humidity maps): Used in Activity 4 (systems diagram) to link climate variables with viral survival.

14. Key Take‑aways

  • Influenza is a globally distributed disease; spatial patterns are shaped by climate, human mobility, animal reservoirs and socio‑economic factors.
  • Seasonal influenza shows predictable latitudinal cycles, whereas pandemics arise from antigenic shift and spread rapidly via modern transport networks.
  • Understanding these patterns is essential for designing effective public‑health responses, vaccination strategies and for anticipating how climate change may modify future risk.

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