They are the exciting new industrial story everyone wants to talk about. But it turns out they're only one small step in the giant leap towards a battery ecosystem. Part two of an ongoing series...
Another great piece - thanks. Do you know what happened to cause US imports of EVs to the EU-27 to disappear from Sept 2021 onwards (as per the Eurostat graphic)?
Thank you for highlighting the political aspects of the energy transition - the within-country politics and the way that they lead to international politics. That's something I hadn't thought about much at all.
Once you start thinking in political terms, there's one other thing that will be exercising a quite few brains in the years and decades to come: what would an electrified defence force look like? Is it even possible? On the face of it, a battery-powered main battle tank is an absurd idea--so are tanks going to be obsolete, or do countries keep bijou fossil fuel and internal combustion engine industries for their defence needs?
A century or more of military doctrine is going to have to be re-thought from first principles.
Another great piece - thanks. Do you know what happened to cause US imports of EVs to the EU-27 to disappear from Sept 2021 onwards (as per the Eurostat graphic)?
Looks like that's when the Tesla Shanghai production expansion came online.
Thank you for highlighting the political aspects of the energy transition - the within-country politics and the way that they lead to international politics. That's something I hadn't thought about much at all.
Once you start thinking in political terms, there's one other thing that will be exercising a quite few brains in the years and decades to come: what would an electrified defence force look like? Is it even possible? On the face of it, a battery-powered main battle tank is an absurd idea--so are tanks going to be obsolete, or do countries keep bijou fossil fuel and internal combustion engine industries for their defence needs?
A century or more of military doctrine is going to have to be re-thought from first principles.