Electric Cars and Batteries: How Will the World Produce Enough?
nature.com
nature.com
The solution to modern problems shouldn’t ever be “less”. It ought the be more!
I suggest you play with the recently added timeline feature on Google Maps: notice how close we are as a species to a bacteria colony in a Petri dish. The forest areas of the world are especially impressive. You can see "mold" spreading on them at exponential speed.
Some solid state battery technologies promise this. Potentially a lot easier to make. Solventless dry electrode are some keywords.
On the other hand, regular li-ion is already quite scaled, proven and entrenched, so maybe the solution turns out to be incremental changes to those processes. Multiple companies have tried to leapfrog to solid state but have canceled or delayed their plans. With large scale mass production, don't underestimate the power of path dependency. These supply chains and manufacturing methods have inertia.
New financial methods probably will also happen with personal cars, as the investment cost goes up but running and maintenance down. Also alternative ways to move around. Taxis, scooters, robotaxis - all make more sense with electrics. Maybe some tunnels for electric vehicles. They're building light rail a lot in my country, and new Chinese electric buses have started to appear en masse. Air quality should improve a lot.
If you think about, is buying a car with a huge battery good for the environment? Maybe instead of mostly sitting on the driveway, those batteries could have been applied to supplanting diesel in an electric bus. Or coal or gas in a grid storage system, together with solar and wind.
I wouldn’t want to have a large grocery store much closer because of the amount of traffic it generates. As I see it, almost all shopping and commerce is much better in walkable areas, but groceries is one of few things I want a huge store for, and I’m ready to drive some distance to it.
A week is a really short time compared to how long most food lasts.
https://www.ieso.ca/power-data
Without doing actual calculus, let's eye ball: how many kilometers of range is there if you ran the system at peak? Peak demand is 22GW, baseline is 14, sum the differences for each hour. That's how much power we could be supplying, but is not being used up. In Ontario, that's about 100GWh per day. Model 3 uses up 75KWh for 500km, That's 1.3 million fully charged sedans for a population of 14 million, or 50km per inhabitant per day.
Yes, this is an unrealistic scenario (where capacity is perfectly used up), but 50km per day per inhabitant is also insane and unrealistic.
So, the way we'll make the transition to EVs is that people will do their jobs, they'll upgrade lines, they'll make batteries, they'll make cars, consumers will buy new cars. It'll be fine, don't midwit this.
But that's not saying it's better for the environment. Here in georgia, my impression is that base load is coal generation, and the more expensive natural gas peaker plants are actually cleaner-burning? The desire for more data is to really just verify all these half-baked impressions in my brain.
So combining distributed generation (solar) with distributed energy storage can dial down the need for the currently planned, highly contested HVDC links by buffering the capacity and making the load less spiky.
In NL you can already get prices by the 15 minutes and sometimes I get paid to use electricity on windy and sunny days. eg see easyenergy.com. You get the prices 24h in advance, so you can even plan optimally without the need for advanced predictions.
It's crude but if what you're saying actually became an issue, you could solve it by doing the same thing and charging people more at those high demand times.
What's actually more likely to happen though is covered in the article you linked: cars hooked up to the grid will charge when there's excess electricity, and discharge when there's a demand for electricity. See page 8 here: https://www.chademo.com/wp2016/wp-content/uploads/2021/05/CH...
No issues with the grid :)
Even in the most northern county (Finnmark) the new sales for EVs are approaching 50%.
I have two EVs myself, and going back would be a hassle. Imagine having to go to the gas station every time you need to "fill up" :)
When I came home yesterday I had 4% left from 100% on my model x.
Still if I had to charge a bit it would have been included in my 20 minute "pee and hot dog break" on the trip.
The biggest issue I have with fast charging is that the car charges so fast I don't have time to eat properly.
The problem with batteries is far greater as the technology relies finite resources that are already stretched.
Do you have estimates on "100%" electric usage for today's currently miles drive on gas?
I don't think the article suggests otherwise. Political problems are part of the "how" of production.
LiFePO4 has somewhat lower energy density compared to nickel-based chemistries, but significant cost advantages.
Tesla already uses LiFePO4 cells in many of its standard-range Model 3 vehicles.
"Tesla uses no cobalt in the iron phosphate packs and almost none in the nickel-based chemistries.
I think probably there is a long-term shift more in the direction of iron-based lithium-ion cells rather over nickel ... I think probably we'll see a shift -- my guess is probably to two-thirds iron, one-third nickel, or something on that order. And this is actually good because there's plenty of iron in the world. There's an insane amount of iron. But nickel, there's much less nickel, and there's way less cobalt."
- Elon Musk -- Chief Executive Officer
Tesla (TSLA) Q2 2021 Earnings Call Transcript: https://www.fool.com/earnings/call-transcripts/2021/07/27/te...
Most car journeys are under 5 miles and are probably as fast on a bike if you account for the time spent sitting in traffic in the car. Any longer journey is happening along a highway which could just be replaced with rails that can bring trains of way more people at way greater speeds from place to place.
Cars insulate you from the environment, heat, cold, rain etc. Bikes can leave you sweaty, freezing, or wet.
Rail is a complex solution. The UK has lots of rail but I'd do anything to avoid using it for anything other than day-trips. Commuting or depending on rail is a depressing experience. Granted the UK's rail network is Victorian but even with a modern infrastructure the challenges of running an efficient rail network are numerous. Some countries nail it, it's doable but I am skeptical that the UK could replace motorways with rail in any meaningful way.
I've depended on rail and bike my whole life without getting depressed. The only thing that makes me sad is how many more cars and how much larger they are these days, causing more traffic, more pollution, and creating more danger for pedestrians and cyclists.
In some ways, rail is a lot simpler than cars and roads. You have one solution to serve everyone, rather than depending on many institutions to build cars, maintain roads, enforce traffic rules, etc. I've seen a pretty clear trend of worsening road quality, more disregard for rules and lack of consequence, and more wasteful vehicles as I've grown older. Instead we could have put all the resources that go into that system into one of more efficiency, comfort, and cleanliness and which worked for more people.
No need to mention LFP, or spinel chemistries, which have neither cobalt, nor nickel as such, and will not be impacted by cobalt prices at all.
The problem is entirely the supply chain. 9 out of 10 cells today are made in China from Chinese components, which themselves are produced in China, from ores refined in China. And there are few suppliers, so they hold prices high.
Around 15-10 years ago, a lot of lithium batteries were manufactured literally in garages, with chemicals mixed in household buckets. Today, it's no way possible to outcompete the fully automated line with manual assembly, except probably for the biggest cell sizes.
There are less than 10 companies around the world with fully automated cell lines, and they set the prices, and largely the pace for the entire industry.
The only possibility is some type of breakthrough in storage density. We then have the issue of charging and the capacity on the grid.
Additionally, how well will this work when my rental properties parking is a gravel lot. If the charging situation is then figured out... How well does it preform in 30 below temeratures? Sometimes my car sits for several weeks or months how well will the cars handle this?