A full transition to electric vehicles is not viable with current technologies. If we can make a big leap in solid state battery technology then that could make all the difference, but the viability of those is being continuously postponed.
- He claims that graphite will be a problem. I'm not sure if this will
be if we divert coal and petroleum away from energy to graphite, which
would sequester that carbon.
- He's not aware that the aluminum industry has made plans to become
carbon neutral. I'm not sure if they really mean it, but they've
made plans.
- He claims that at no point in history, has the world doubled the
availability of a resource by a factor of 2 in 10 years. This just
strikes me as fishy!
So maybe, just maybe, Toyota wasn't that wrong by not going full gung-ho about EVs.