First compliments where compliments are due: it's beautifully done.
And I think this is successful as an attempt to tell a story about the environmental problems of EVs.
Just don't mistake it for an attempt to be objective.
The storyline is "EVs seem nice but... beware!"
So they start with the positive stuff.
Then comes the turn in the story. And they immediately give the plot away:
We are not going to say EVs are worse: we are not radicals.
We are just going to pooh pooh and minimize the difference.
One study in China indeed suggests 60% more.
The study also says it's 3x less in the US where but that does not fit the storyline.
And in 2015 (the data sources of this study) battery production emitted around 200 kg CO2 per kWh of battery.
In 2021 it was around 75...
Also this tidbit: mining a tonne of lithium emits as much as the electricity from one or two US homes. Sounds dramatic but...
you can make about a hundred car batteries from one tonne of lithium...
So mining lithium for your EV emits less than your house electricity for a week?
Just pointing out they said production adds 60% emissions before and they say 33% here.
(Producing the rest of the EV actually emits less CO2 than producing a combustion car because the electric drivetrain is so much lighter.)
This is clever: they *seem* to suggest that charging an EV in China makes you emit 66% of driving a combustion car.
But the data they use actually includes battery production. Charging alone emits significantly less.
This is the actual table of the report they quote. I think it gives a different impression but I'll let you be the guide.
They claim the advantage of an EV in the EU is 17-30%. That is true in an outdated 2018 report using the infamous Swedish study that would halve battery emissions two years later.
Didn't they notice that they just quoted a newer study that actually shows the advantage is 70%?
"30 years from now EVs will emit significantly less CO2"
Whaaat??
We don't have to wait for that.
They already emit 70% less in the EU, 60% less in the US and about 30% less in China, according to their own source most recent source.
That's pretty significant to me.
Which leads to their long awaited conclusion: maybe one day EVs will have a minimal impact but there's a long and dirty road to travel first.
You can sense how all the data was cherry-picked to fit this neat - and combustion fan friendly - conclusion that they started with.
I think we should acknowledge that insofar as we want to drive cars, the electric motor is the only potentially green game in town and we should switch a.s.a.p.
That's a simpler conclusion but probably less appealing to FT readers.
P.s. To be clear: I *do* acknowledge that producing EVs is dirtier than producing normal cars and although EVs emit much less CO2 already and can get very close to zero eventually, the mining causes problems. So smaller or shared vehicles are a lot cleaner than larger ones.
P.s.s. Someone asked a link to more material. If you look in my pinned thread you will find a number of my studies showing how to correctly make such calculations and what the results are.
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@MLiebreich Honest question Michael: are you sure that blue hydrogen subsidies will include all fugitive emissions and exclude SMR?
I've read some intentions but nothing close to assurances. Mostly silence which leaves the door wide open for abuse.
@MLiebreich I also think we should take a system perspective, just as we do with electricity. So no designating either coal or solar to EVs and no designating cleanest or dirtiest gas to blue hydrogen but taking the average.
@MLiebreich At the moment blue hydrogen reminds me of FCEVs that are cleaner than BEVs because H2 is produced next to the windmill and BEVs get the average mix or worse, while the same H2 windmill could have powered twice the amount of BEVs.
NEW argument from combustion engine fans:
move PV from Germany to Africa and make eFuels there: then we can drive just as far.
BUT PV isn't the problem.
IF it was you should still use a power line or hydrogen.
SO the combustion engine is still roadkill
🧵 frontier-economics.com/de/de/news-und…
It is true that a solar panel produces up to 5x more energy in the Sahara and that there's plenty of room there. But that doesn't negate the fact that these engines still make cities unhealthy (noise & ozone or NOx) and are expensive and maintenance prone.
On top of that these giant eFuel installations in Africa are just an expensive pipe dream of combustion engine lovers. So it's a highly theoretical debate.
And even IF we were to produce large amounts of eFuels in the Sahara, they should be used where they are most useful.
I think prioritizing GDP over happiness is obvious insanity and and refusing to nudge people away from mindless overconsumption is an intellectually lazy surrender to Mammon (hypercapitalism).
And that's before we go down the rabbit hole of entropy pessimism espoused by economists who fancy themselves engineers without understanding entropy and using tortuous mathematics to avoid straightforward observations of energy abundance. innovationorigins.com/en/tomorrow-is…
Research from @TheICCT proving once again electric tractor-trailers are viable. Over 50% of road transport CO2 comes from these big rigs aka 18 wheelers and the share is growing. (More than either all airplanes or all shipping.) Electrifying these beasts is crucially important!
Have been saying this for at least five years (several master students, keynotes, and a set of blogs in 2017: elaad.nl/news/auke-hoek…) but this analysis is GOOD.
This @TechCrunch article by @MarkPMills is a collage of anti-EV tropes, pasted together in a way that doesn't let facts interfere with the intended anti-EV story, written by an amateur firmly stuck in the fossil era and not open to contrary evidence. A hot mess indeed.
When you compare the weight of gasoline vs batteries, at least take the 4x higher energy efficiency of the electric motor into account. (Sigh. Amateur.)
I want to inspire more people than just #energytwitter. For that I need people who know more than me about pop culture, art, literature, psychology, philosophy, and social sciences.
Do you know that stuff?
Can you help?
🧵
Most people I know are engineers who think about energy systems, storage, electric vehicles, etc.: technical nerds. I think it's safe to say that for 95% of people, their eyes glaze over when you talk about stuff like that.
I think our current climate problem is ultimately caused by our misconception that if we turn the earth into one giant factory, it will make us happy.
E.g. economics measures GDP that is basically throughput. It doesn't measure if we destroy the biosphere in the process.