Thread by @AukeHoekstra

A new blogpost claiming it takes nonsensically long for an EV to negate its battery production by overestimating battery production and underestimating battery lifetime.
This time by @go_rozen.

Let me do a quick debunk. blog.gorozen.com/blog/exploring…

If you see this nonsense popping up in your timeline, please do your part of cleaning up the Internet by attaching this thread.

Special thanks to @shabbad for alerting me.

https://twitter.com/shabbad/status/1403581275672301568?s=20

I've previously published about the usual errors in reports on emissions of electric vehicles (EVs) here: sciencedirect.com/science/articl…

The blogpost by @go_rozen focuses on making the two most basic ones: 1) overestimating battery manufacturing, and 2) underestimating battery lifetime

First the emissions per kWh of EV battery.

They are vague about this and don't use links to sources but critique a recent @WSJ article that arrives at 80 CO2eq/kWh.

(Nothing wrong with that estimate by the way.)
wsj.com/graphics/are-e…

Was has the @WSJ done wrong according to @go_rozen? They based themselves on "Emilsson and Dahlloff" which assumes production emits 61-100 kg CO2e/kWh.

@go_rozen "knows" this is wrong because they think this new report assumes too much renewables.
researchgate.net/publication/33…

I discuss this report in-depth on page 7-9 of my own review and I provide links to many better sources, but bottom line: 80 kg is fine and @Go_Rozen simply have no idea what they are talking about.
avere.org/wp-content/upl…

Their approach of making stuff up and trying to present it as analysis becomes very clear when they talk about how long the batteries of a Tesla Model 3 last. Apparently their imagination told them that 500 is a beautiful number and therefore batteries will not last long.

I provide many links that show it's currently closer to 1500 cycles (>400k miles) on page 10-12 of my report. avere.org/wp-content/upl…

Also useful here is the data from many many @Tesla owners that track how long their batteries last.
maartensteinbuch.com/2015/01/24/tes…

I will look at the Jefferies report they mention later but for now rest assured: this @Go_Rozen blogpost is just a piece of misinformed opinion masquerading as analysis. If this is an indication of the quality of their reports I would certainly not do business with them.

P.s. Some help please?

When I search for the @jefferies study that @Go_Rozen refer to I get dozens of links to their misinforming blog (mostly ignorant "told you so" nonsense) and some interviews with @jefferies but I can't find the study itself.