just double checked, there is a separate section of the article that has the "foreign born" population of london, which is 36%, so he's definitely excluding any non-white english people there.
In my opinion, initially I thought "Oh David's been sucked into some kind of social media bubble (on X) or disinformation space", but then as I read the post, down to the bit where he started talking about "demographic replacement", I came to the view that this is who he is a person.