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Graham Allison Profile picture
Graham Allison
@GrahamTAllison
Douglas Dillon Professor @Kennedy_School | Former Director @BelferCenter | Author of "Destined for War: Can America and China Escape Thucydides Trap?"

Mar 12, 8 tweets

1/ Tracking the EV Race: Who is Super-Charged?

2/ Charging stations are a major constraint on the sales of EVs. A single Chinese EV manufacturer—BYD (in which Warren Buffett was one of the early investors)—announced that by the end of 2026, it will build an additional 20,000 charging stations across China. Moreover, with new technology at these stations, drivers can charge their cars’ batteries in 5 minutes.

3/ How many charging stations are there in the entire US today?

4/ About 80,000.

5/ How long does it take to charge one’s EV battery at these stations?

6/ 25 minutes.

7/ In all, China has over 20x more public chargers than the US.

8/ Therefore: as I argued in The Boston Globe in 2021, on current trajectories, the Green Future is destined to be Red.

bostonglobe.com/2021/10/29/opi…

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