Thanks J J! For EVs, to me the make sense for those that prefer driving BEVs...which I do. Not sure they make sense for climate purposes. Good for reducing air pollution. and perhaps some day can put a dent in oil demand. But I don't see how they can become "100%" any time soon.
And I would argue that the ICE technology in a Toyota Prius is far more impressive than the battery technology...hydrocarbon energy intensity is a unbelievable gift
Thank you Jason. And I am an advisory board member at CGEP and work closely with Jason Bordoff who is a friend and colleague. On this issue, as you know, I come out more on the side of thinking coal continues to grow in the absence of solar + storage having materially lower costs and recognizing that solar + storage probably doesn't work well everywhere even if those costs come down.
This is one reason why I love learning about energy issues. It seems that we’re at a real fork in the road and it’ll be fascinating to see how it unfolds. Thanks for the great content!
Great article as usual. One issue: I just can’t get around the energy density issue with EVs. Hybrids sure...
Thanks J J! For EVs, to me the make sense for those that prefer driving BEVs...which I do. Not sure they make sense for climate purposes. Good for reducing air pollution. and perhaps some day can put a dent in oil demand. But I don't see how they can become "100%" any time soon.
And I would argue that the ICE technology in a Toyota Prius is far more impressive than the battery technology...hydrocarbon energy intensity is a unbelievable gift
We fully agree. Logically hybrids should be prioritized over BEVs.
Enjoyed your post as always and agreed with much of it. Thought I’d share this very worthwhile printed debate on the subject at hand…
https://www.wsj.com/articles/coal-developing-economies-growth-11675694625
Thank you Jason. And I am an advisory board member at CGEP and work closely with Jason Bordoff who is a friend and colleague. On this issue, as you know, I come out more on the side of thinking coal continues to grow in the absence of solar + storage having materially lower costs and recognizing that solar + storage probably doesn't work well everywhere even if those costs come down.
This is one reason why I love learning about energy issues. It seems that we’re at a real fork in the road and it’ll be fascinating to see how it unfolds. Thanks for the great content!