That subject is a bit of a troll, but I would like to have some
conversation about whether EVs really make green sense or even profitable
manufacturing sense.

This is a short YouTube video by Peter Zeihan. Entitled
EV's Not-so-little Dirty Secret(s)
https: <delete these spaces>   //youtu.be/Qf85EuQKWeQ
or search on YouTube for the title

I hate it that on many points he is correct, but some others are not, but
not necessarily in a good way.

PZ is a demographer and geographer. He says that globalization (which was
enabled by the US Naval presence in the shipping lanes since WWII) has
ceased to exist and a lot of unsuccessful geographies are at the tipping
point of big failure. Also Russia is dying, and China is even worse off.
10% of the world's calories came from Ukraine. Russia is a major source of
big ag fertilizers. In a year we will be talking about global famine like
we have not seen if the geopols are right.

Anyway he is worth listening to.

Regarding green tech, it is one of many tech that are dependent on
globalization and in many ways on oil production. There is a lot to say
which I won't try to explain. If you want to hear educated guesses about
the next decades with only a fraction of manufactured production worldwide,
check out Zeihan or the other geopoliticians out there.

Regarding EVs, and Tesla in particular, PZ has a very good grip on where
the material inputs come from, how long, and what it takes to ramp up
production of things like new production of nickel, cobalt, neon, lithium,
zinc, semiconductors, the energy cost for special aluminum for bodywork,
and so on, and on, and on. It is not good. The carbon footprint of Teslas
is not good when you correctly factor in the manufacturing footprint. He
also notes that they are still a luxury car that is very often not the
primary vehicle, but is instead a third or even forth car. That makes for a
very long payback period before EVs start to look C neutral. He makes a
good point that the carbon side of this only really works for light duty
vehicles. The Ford eF150 is what, $90k?


-- 
Michael E. Ross
(919) 585-6737 <http://voice.google.com/calls?a=nc,%2B19195856737> Land
(919) 901-2805 <http://voice.google.com/calls?a=nc,%2B19199012805>Cell and
Text
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