I like finding bits of real insight that spring from real data and some analysis that puts it all in context. Some other tidbits from the last year are here. The Gavinor is bound and determined to disallow gas-powered car sales in California in 12 years. Executive order directs state to require that, by 2035, all new cars and passenger trucks sold in California be zero-emission vehicles. Twelve years may or may not be a long time for battery technology evolution. It's physics, chemistry, metallurgy and economics after all. In the meantime, this letter to the Wall Street Journal should open some eyes in the Gavinor's office
In “The Electric-Vehicle Unicorn Crash” (op-ed, May 20), Allysia Finley mentions that 434,879 EVs were sold in the U.S. last year. This represents a mere 2.88% of the 15.1 million vehicles sold here in 2021.
Global lithium-mine production reached a record high of 100,000 metric tons last year, 65% of which is used in EV-battery construction. (The other 44% is used in lubricants, cellphones, etc). The Electrek news site estimates that the Tesla Model S uses 63 kilograms (138 pounds) of lithium per EV, which means that if Tesla used every available pound of world-wide lithium for Model S battery construction, it could produce only 1,040,000 Model S EVs a year. Granted, the Model S is a top-end product that requires more lithium than smaller EVs, but the point is simple: Neoliberals who want to replace the internal combustion engine-powered car with EVs are living in a fantasy world.
To make matters worse, the U.S. currently has only one large-scale, active lithium mine, in Nevada, with two more proposed mines nearby. But the same kind of environmentally woke folks who demand a move to an all-EV fleet are holding up the opening of those two mines in court. Unfortunately, the happy talk that defines the modern Democratic Party also prevails in the EV industry.
Russ Andrews
Aspen, Colo.
1.04M cars is about 7% of 15.1M cars. That's 93% away from 100% for those following at home. And that uses world-wide production just for cars, never mind Tesla Powerwalls for homes or the giant batteries that may someday bring some stability to our summertime electric grids. Newsom better hope for some electrifying innovation soon. Mining stocks are looking better every day.


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