- Aug 5, 2018
note you used the word PLEDGE. i again go back to reality and science and mathematics, not politics. Somebody has to show me where all the lithium (and other rare earth minerals) are coming from to make all these batteries for electric cars. Then the fact you go on a car lot now and they have no cars. Doing some quick readings and inventories are at 20-25% of pre-covid levels. So automakers are having issues even making cars right now due to the chip shortage. so again, another huge issue that is not being taken into account with these PLEDGES.
Second as I noted, the infrastructure for charging of all these cars is nowhere near large enough at this point. less than 1% of cars in the USA are currently electric. the cost and logistics of the amount of charging stations that need to be installed to support an all electric fleet will run in the trillions of dollars and again you can see now with the supply chain issues out there how hard it is to get things done. and just how some of this will even be accomplished seems nearly impossible to figure out. how do you put thousands of charging stations in large apartment and condo and townhouse parking lots, how do you charge cars in a city environments. the current gas station infrastructure will need to be converted over to fast charging stations with many more chargers than current gas pumps as to fill your tank takes maybe 3-5 minutes instead of a 20 minute charge so need alot more charging stations.
To your point about infrastructure, about 90% of all charging is currently done at night when there's plenty of capacity, with normal growth in power production, the infrastructure won't be a problem for a long time as EV adoption accelerates. I'd also expect some significant technological advances in battery technology leading to increased range and much shorter charging times, the technology is going to look much different in the next five to ten years.