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by ff317 2 hours ago
I agree with you, for the mass consumer car market (individual/family transport) as a whole. It's coming fast. However, the current EV technology (mostly batteries + charging) is not a good fit for a whole lot of edge cases, and in the aggregate they matter, too, and thus the ICE engine industry won't really go away anytime soon:

* General-purpose Semis for commercial hauling. Yes, there's some EV Semis on the road today - pilot projects, or specific routes on specific schedules. But there's a lot of general purpose semi-hauling that happens every day on odd/long routes without sufficient chargers in the right places, and they need much bigger chargers. And then there's the specialty semis that carry large/wide loads. I see them almost every day in my area, carrying large chunks of power substations, heavy manufacturing equipment, blades for wind turbines, etc.

* Fire trucks, Ambulances, Tow trucks, Police cars - For various similar reasons, it's tricky with some of these, although in well-constrained cases and with extra vehicles on tap as backup (when the other one is low on charge in an emergency), maybe can kinda work, eventually.

* "Personal" trucks that see heavy towing/hauling use (think: hauling a livestock trailer or farm equipment or heavy materials (or maybe an EV race car!), possibly long distances on a regular basis). The battery range really suffers when you put all the extra weight and drag on by towing, and people aren't willing to turn what was a 5 hour diesel trip into a 9 hour trip with supercharger stops (more time in the heat with animals, more time on the road in general, and do you have to disconnect the trailer just to reach the charge cable?)

* Backup generator ICE engines - home, datacenter, industrial use, etc. The problem here is mostly runtime and peak watts of output vs cost. You can use a battery-based solution for most of these cases, but it currently costs prohibitively more for the same performance specs. When they're being used in austere environments, sometimes there's no electric grid to even charge from, so slap on a massive solar array cost, too.

* All military use of ICE engines in general (transport, generators, etc) - Not insignificant in scope and scale, and obviously they're not going to run EVs or find chargers on battlefields.

These cases will diminish over time, especially as we continue to make advances in charging and especially battery technology, but it will probably take a few decades because there's science challenges, not just engineering ones. The military case might never go away.

2 comments

ICE cars/vehicles aren't going to disappear overnight. There are enough used ICE vehicles for ALL of the edge cases and a ton more for the next 20 years. There is no need to buy new ICE vehicles.
Look, sure. No one is saying "no ICE ever". Some people still ride horses.

125 years ago cities were built around horses. Stabling. Breeding. Feeding. Grooming. Street cleaning (turns our horses poop a Lot). By 20 years later that's all gone.

Sure horses survived in rural areas. Sure the Amish use them today as then. But the horse-based industry has (in real terms) vanished.

ICE is headed the same way. It will exist, but no daily-driver car will be ICE. EVs win, because in cities they are better. Because they're cheaper to own.

If Ford wants to own the ICE niches, fine. But it won't be cars.

It's not quite that simple though. A lot of these edge cases are necessary for everyone to live their cushy little city lives. It's not a matter of outmoded things. We will still need ambulances, and we will still need livestock trailers, and everything else on my list, for all of the foreseeable future. Unless batteries and charging gets a lot better, we'll still be manufacturing and improving ICE engines for many applications. Just not simple passenger cars.