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by sho_hn
1178 days ago
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These are adjacent but separate problems. Regulating the supply chain for car and battery manufacturing and electricity generation is not trivial, but can be tackled and is perhaps easier than refreshing the fleet of cars. While making the fleet electric you can work on the energy mix in parallel. With combustion engines, there's a lot fewer options to work with. There are solid models for comparing the footprints of ICE cars and EVs (including models and studies funded by car OEMs, like my employer). Most of them will show you that there's a higher upfront CO2 footprint to manufacturing an EV and therefore a certain number of miles driven until the EV "breaks-even" compared to an equivalent ICE car. There's a lot of factors that read on it - the manufacturing location of the battery (due to local energy mix and shipping overhead) is a major factor, as is battery size, cell chemistry, etc. Once thing that's immediately noticable if you look at the studies done from 2015+ is that the EV industry has managed to outpace basically every prediction for 2020, 2025, already. The trajectory and velocity is good. I'd back that horse. The market can do a lot once it gets going. |
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If we're talking energy generation, we can already forget about solar, since most people will be charging their cars at night... unless the bad scenario plays out and people will be forced to wait in their cars after work every few days to recharge them... but during winter, that's tehnically 'at night' too, since there's not much sunlight left.
I believe that there is a time and place for electric vehicles, but forcefully mandating them without the infrastructure to support them in just short 12 years is way too optimistic. Germany is literally demolishing villages to dig coal for electricity production, everybody is way too afraid of nuclear, and two charging points per 100+ car parking lots are not enough. Even if we start building nuclear powerplants now, it will take 10+ years to get them to produce power (which is funnily enough the main excuse to why we are not building them now, even though we know we'll need them then too).
I might be a pessimist, but i prefer an approach where we build the infrastructure first, and people see all the charge points and lower price and buy electric due do that (instead of a mandate).