Why IMO H2 Fuel cell, biofuel, and Synthetic fuels are set to fail in auto sector
- Research on the fuel above is as old as EV itself and all major ICE companies conducted some research over the last 2 decades while keeping min to no R&D in BEV for one simple reason - familiarity
- Research on the fuel above is as old as EV itself and all major ICE companies conducted some research over the last 2 decades while keeping min to no R&D in BEV for one simple reason - familiarity
- i.e. in their head after building ICE for decades, they see it as a natural transition if people OPT for low carbon solutions
- The inherent error in this thinking is waiting for low carbon need to emerge and reaction-based strategy instead of frontier pushing strategy
- The inherent error in this thinking is waiting for low carbon need to emerge and reaction-based strategy instead of frontier pushing strategy
- There was strong reason to act like that as the auto industry over the decades had the least threat from start-ups and organized it in a way where there were many tacit non-verbal agreements on the future path for auto
- Given poor and corrupt motive, it yields to no success
- Given poor and corrupt motive, it yields to no success
- So why these companies are pushing for it now --> Many realizes that they miss the boat on EV and given they invested in alternate fuels and company internal bias, they can't write it off and can't accept that they were wrong
- Given the success in EV, new policies, and emerging supply chain, it's highly probable that EVs are going to change the world by storm so investing in a low probability outcome is hope based strategy instead of an outcome based strategy
- On performance metrics also neither of the alternate fuel-based options simplifies the mfg complexity, performance, safety, low maintenance and lower cost advantages in long term. Also the total consumption of unit fuel cost per mile is relatively very high related to EV
- Some options are not even low carbon
- By promoting these options OLD GUARD is only trying to maintain the STATUS QUO instead of any meaningful climate action
- Also remember that OLD Guard has failed to preempt almost every key inflection point in auto sector in last 20 yrs
- By promoting these options OLD GUARD is only trying to maintain the STATUS QUO instead of any meaningful climate action
- Also remember that OLD Guard has failed to preempt almost every key inflection point in auto sector in last 20 yrs
- when general acceptance and performance for EV is increasing + investment in infra, building a new infrastructure for unproven technology is futile
- Biggest myth sold is that existing gasoline infra can work for it - it'a LIE
- Biggest myth sold is that existing gasoline infra can work for it - it'a LIE
- MOST IMPORTANT even if there is a way to work these technologies and compete with EV or outperform, for certain ICE and OLD GUARD are the least likely candidate to do that, it should come from outside of the main industry
- So anything ICE says about alternate fuel is BS
- So anything ICE says about alternate fuel is BS
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