AukeHoekstra Profile picture
Apr 24, 2022 22 tweets 15 min read Read on X
"NCAP emissions ratings cast doubt on electric cars"
What is going on here?

Let me show you what errors @EuroNCAP and @JOAN_RESEARCH make in their calculations

Before my corrections EVs emit 74% of ICEVs
After correction 34%

I show it step by step so you can judge for yourself
First off: I research this at the @TUeindhoven & have been debunking EV misinformation for >15 yrs
See my pinned thread

By now almost all researchers agree with me and I esp. love @TheICCT
@RicardoGroupPlc study for EU
@transenv

But @JOAN_RESEARCH and @EuroNCAP need debunking☹️
I wrote a "debunking manual" in @Joule_CP on how to avoid the 6 biggest errors in comparing CO2 emissions of electric vehicles (EVs) and internal combustion vehicles (ICEVs)

I'll use them as the 6 steps in my explanation.
cell.com/joule/pdf/S254…
1) Overestimating (battery) production

Here they go wrong
Big time

It's not my 1st rodeo with Joanneum:
avere.org/wp-content/upl…
So forgive me if I say this stinks to high heaven

Last time we spoke/mailed they admitted they used outdated sources (see picture)
Little has changed
The previous picture came from page 7-9 of a study I did where I also evaluated the Joanneum tool
greenncap.com/wp-content/upl…

What we are researching: how much CO2 does battery production emit in kg/kWh?

They claim 112 kg CO2e/kWh
Modern studies claim 50-75 kg
(see again picture)
They achieved 112 kg with a neat trick:

1) Assume production is clean in Europe but really dirty in China (their European sponsors love that)

2) Assume almost all production is in China

3) Now batteries are really dirty: mission accomplished!

Page 15
greenncap.com/wp-content/upl…
They also assume the rest of the EV is dirtier to make than the ICEV
Why??

I will compare the @VW Golf and ID.3 to illustrate
(Do you agree @Herbert_Diess ?)

According to Joanneum & NCAP, producing them emits the following:

Golf 35.5 g/km
ID.3 56.2+28.8=85 g/km
(see pic)
To get production emissions you must multiply by km

They assume 240k km

So:
Golf 35.5*240=8500 kg
ID.3 85*240=20400 kg

Wow! That's an extreme difference!

Fortunately @VW have made this specific comparison themselves

The VW comparison implies Joanneum is full of crap
Here is @VW, comparing their Golf 8 gasoline and ID.3

The Golf 8 stays almost the same but the ID.3 production emits *much* less than Joanneum claims:

ID.3 13700 kg instead of 20400 kg: 33% less
(On top of that the ID.3 factory buys green energy etc.)
volkswagenag.com/en/news/storie…
2) Underestimating battery lifetime

This is 1 of the things they get right!

When I started people assumed car batteries could only last 150k km but NCAP and Joanneum suppose 240k km
(I think it's 255k km but let's not nitpick)
greenncap.com/wp-content/upl…
3) Assume unchanging electricity mix over the lifetime

We are making a life cycle analysis (LCA)
We estimate all emissions cradle to grave

So we must take the AVERAGE electricity mix over the EVs lifetime

I estimate that's 125 g/kWh incl. grid losses
eea.europa.eu/data-and-maps/…
@JOAN_RESEARCH assumes 319 g/kWh!
(63.8 g/km divided by 0.20 kWh/km)
More than twice as much!

I think they took an old EU value for CO2 emissions and forgot to update it over the lifetime of the vehicle

It's not what their method suggests but can't explain it otherwise
4) Unrealistic tests for energy use

Fuel measurements in the EU are a mess where carmakers are invited to cheat

See pics for details but the gist is that official measurements are still ~15% too low on average and 2-4x too low for PHEVs
(PHEVs are the next #dieselgate)
Of course @EuroNCAP and @JOAN_RESEARCH go along with the cheating

So don't believe the 117.3 g tailpipe emissions:
it's much too low

(Curiously enough they do get a higher realistic value for the EV but not for the ICEV: do you see a pattern?)
The US and Spritmonitor know how to do realistic measurements (see pics/links)

EPA: 7.35 l/100 km
Spritmonitor: 7.43 l/100 km
Let's go with 7.4 l/100 km

That's 37% more than what @JOAN_RESEARCH and @EuroNCAP assume!

fueleconomy.gov/feg/Find.do?ac…

spritmonitor.de/de/uebersicht/…
But there's more! Now they continue to lower ICEV emissions by adding zero carbon biofuels

See pic: wheat and rapeseed to increase hunger and palm oil to destroy forests

All big CO2 emitters but for @JOAN_RESEARCH and @EuroNCAP they bring down ICEV emissions further

Yay!
5) Ignore fuel production

This one they get right

I would include a bit more for diesel (other calculation in their tool) but for gasoline 30% is about right:
6) Take the future system into account

This is not really an error but it's kind of important:
if we keep adding renewables - both for EV production and EV driving - we can get very close to zero CO2 emissions with EVs

For ICE we might be able to shave off ~20% but that's it
Summing up my improvements:
1) @VW's own LCA for ICE and EV production
3) 125 g/kWh instead of 319 g/kWh for electricity
4) Golf 7.4 l/100km and no biofuels

End result:
the gasoline car emits ~3x more than the EV

I hope @EuroNCAP and @JOAN_RESEARCH will react here and rectify
P.S. I hope I haven't made any errors (it's Sunday night 1 AM for me but busy day tomorrow) and I hope I don't come across as arrogant, but I've been doing this for 15 years now and it gets irritating to combat the endless fossil bias against EVs
P.P.S. I hate that the tool mixes lobby and truth
This causes doublespeak

WLTP is result of lobbying politicians
Not a scientific CO2 measurement

Official EU biofuel emissions?
Also lobby result
Ignores indirect land use change etc

Lobby is unavoidable but we need truth too!
It's worse than I thought: Green NCAP is an automotive lobby club masquerading as objective

Technical lead Aleksandar Damyanov is from the notorious IFA: an evangelist for combustion engines and biofuels who *wants* to create FUD on EVs?
🦇@MLiebreich

autodaily.com.au/green-ncap-cas…

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More from @AukeHoekstra

Jul 9
With new batteries solar and wind are not only faster and cleaner, but also cheaper.

I'm estimating:
$0.08/kWh for PV+batteries
$0.07/kWh for wind+batteries

@skorusARK gives a good overview of current wisdom, but strongly declining battery prices change EVERYTHING
Image
I've recently written about how I was surprised I missed the enormous consequences of price reductions in batteries.

LFP cells are now $50/kWh and last 10 000 cycles.
That's $0.005 per kWh.

Say we double that to pack the cells and you are at $0.01/kWh.aukehoekstra.substack.com/p/batteries-ho…
If you add batteries to solar PV, not all energy has to flow through batteries. But let's keep it at $0.01 and add that to the price of solar. That makes PV (and wind) SUPER cheap!

Batteries must be discounted more quickly you say?
Read 10 tweets
Jun 20
Cheap stationary batteries will pave the way for wind and solar in cheap and resilient energy grids. Unfortunately the @IEA is mispredicting it (again).

Thread based on a free substack article I just wrote.
aukehoekstra.substack.com/p/batteries-li…
Image
Many of my followers know this picture: it visualizes how the IEA underestimates solar. Now I see basically the same problem in their new battery report.

Image
The IEAs new battery report gives a lot of great info on batteries but also two predictions taken from their authoritative world energy outlook:
1) STEPS which is basically business as usual
2) NZE (Net Zero Emissions) which is aspirational
iea.org/reports/batter…
Read 11 tweets
Jun 16
Batteries: how cheap can they get?

I used the Sunday afternoot to describe how I think that dirt cheap batteries will completely transform our electricity grid, paving the way for solar and wind and replacing grid reinforcements with grid buffers
aukehoekstra.substack.com/p/batteries-ho…
This is something I'm working on for different government and grid operator projects, but I never realized just how cheap sodium batteries could become and how much of a game changer that will be.

So I used my Sunday evening to write this and would love your feedback!
First I look at the learning curve and then we see it is extremely predictable: every doubling of production has reduced prices by around 25%.

It's even steeper and more predictable than solar panels, the poster child of this type of learning curve.
(More details on substack.) Image
Read 15 tweets
Jun 5
Aaaand we have another winner of the "EVs and renewables can never happen because of material scarcety" sweepstake. I thought @pwrhungry was more serious. Let me explain why this is misleading bollox.
First of all, notice how his argument is mainly that Vaclav Smil says this and HE is an authority.

Why bother to write a substack that basically parrots someone else?

Because you don't really understand it yourself and needed to write another substack maybe?
I'm a bit tired of this because Bryce abuses Smil the same way most people who are against renewables abuse him. They emphasize this is a serious and revered figure that knows numbers. They make it about the messenger, not the argument.
Read 14 tweets
Jun 1
I wholeheartedly agree with @MazzucatoM that we should better evaluate tech companies contributions.

But the focus on energy use makes a mountain out of a molehill while we have bigger fish to fry.

I see computing as both a huge opportunity and an existential threat.
🧵
For me the focus on *how much electricity* an industry uses usually indicates an outdated focus.

We have to get rid of fossil fuels and the mantra is "electrify everything". Because electricity is the form of energy that is usually more efficient and that is greening rapidly.
Many people still can't wrap their heads around the fact that electricity from wind and solar is getting clean, abundant and relatively cheap while we have more than enough materials to make it happen.

IF you focus on datacenter electricity use...
focus on how green it is.
Read 15 tweets
May 25
California is entering phase 2 of something we will see worldwide:

Phase 1)
Solar+wind replace up to ~70% of fossil electricity

Phase 2)
Solar+wind+batteries replace up to ~90% of fossil electricity

Phase 3)
Solar+wind+batteries+eFuels replace 100% of fossil electricity

🧵
Phase 1)
Solar+wind can replace up to ~70% of fossil electricity

It depends on the solar/wind mix, proximity to the equator, grid interconnections, and demand but we are simplifying here.

This is the simple part: just turn off coal+gas when there is enough wind or solar.
But then you run into limits:
1) Solar and wind become worthless when there is an excess (which is increasingly the case)
2) Your grid might not be able to handle the solar or wind peaks
3) Daily demand fluctuations don't match solar+wind
4) Seasonal fluctuations in wind+solar
Read 18 tweets

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