Europe’s battery manufacturers are positioning themselves to be global leaders. Their project pipeline will be enough to power a new European car fleet that is 75% battery-electric by 2030. That’s 38 European gigafactories by 2030 (fully funded, part-funded and proposed), €39.5 billion worth in investments, creating 44,000 direct factory jobs. But existing CO2 emissions cut targets imposed on car manufacturers – a leading driver of demand for … [Read more...]
Biden’s major report on critical minerals supply: domestic mining + processing, innovation, EVs, global allies + more
In June, The White House issued its 250-page report on the global critical minerals supply chain, and how the U.S. can ensure continued supply as well as build up its own mining and manufacturing base. It is the fullest picture so far of how the U.S. is evaluating mineral access and supply chain resilience, says Reed Blakemore at the Atlantic Council Global Energy Center. Here he reviews the report, in particular the section on energy which … [Read more...]
Norway an EV role model? Their pathway is expensive and paid for with oil & gas exports
Norway is an EV leader thanks to a generous pot of tax incentives. Today, battery-electric cars make up more than half of all new car sales in Norway. Schalk Cloete takes a detailed look at what those incentives cost, and how many tonnes of CO2 they avoid. In short, Norway – a major oil and gas exporter - needs to sell over 100 barrels of oil (which emits 40 tonnes of CO2) to pay for the tax breaks it gives EVs to avoid one tonne of CO2. And … [Read more...]
EU’s new 15% emissions cut for EVs looks like 2% thanks to four “allowances”
EU regulations for reducing car emissions have been an important driver for getting European manufacturers to go electric and seek a leading position globally. But new rules will slow that progress, according to Transport & Environment (T&E). What look like rules that require a 15% reduction in COâ‚‚ emissions from new cars from 2025 can mean a drop of as little as 2%, thanks to four “allowances”. Heavier average car weight (and electric … [Read more...]
Aviation should be given target dates for zero-emissions. It’s working for cars and trucks
The French government’s decision to ban some short-haul flights if there is a rail alternative under two and a half hours is only symbolic, says Andrew Murphy at T&E. It would reduce French aviation emissions by only 0.8%. Expanded to rail journeys under five hours and it’s still only 4.5%. Long-haul flying is the much bigger problem, but the resulting emissions are outside of France’s current climate target. Instead of just talking about … [Read more...]
U.S. EV transition means major shake-up of car makers, hubs, jobs, dealerships, gas stations
General Motors (GM), in the past considered the measure of U.S. economic health, is retrenching to become an EV leader, writes Paddy Ryan at the Atlantic Council. CEO Mary Barra even wants people to think of GM as a tech company. Loss-making divisions have been shed and tech investments made. Rivals - from Tesla to pure start-ups - are forcing all car makers to face up to the electric future. But the disruption will go much further, explains … [Read more...]
China’s car sales target: 40% EVs by 2030 will cost CNY 100bn/year (€13bn, $15bn)
By the end of 2020 China will phase out EV subsidies and instead rely on a mandate imposed on manufacturers to target 40% of car sales being electric by 2030. Nancy Stauffer at MIT reviews a study that estimates the new rules will result in 66m EVs sold in China in the next 10 years. That will move EVs well into the mainstream and have global consequences. According to the study, the total cost of that transition will be 100bn yuan/year (€13bn, … [Read more...]
Green EV Batteries: tighter rules can advantage and boost manufacturing in Europe
Policies like the “green” labelling of EV batteries would give a significant advantage to European manufacturers, as well as accelerate the cleaning up of the supply chain. EU firms are better than most foreign battery manufacturers at monitoring and reducing emissions, writes Carole Mathieu at the IFRI Centre for Energy & Climate, referencing her report “Green Batteries: A Competitive Advantage for Europe’s Electric Vehicle Value Chain?” The … [Read more...]
A carbon tax on car fuel? A fossil car phase-out date is more effective
The EC is working on a carbon tax on car drivers as part of its big climate plan review in June. William Todts at T&E warns that the EC shouldn’t make the same mistake French President Macron made back in 2018 when severe gilets jaunes protests against a fuel price hike made him back down. A very high carbon price, decided by the market, may have the same effect, getting us nowhere. Instead, Todts gives his three point plan. The carbon tax … [Read more...]
Case studies: Strategic EV funding starts with an Essential Charging Network
Building a nationwide EV charging network is a daunting prospect. Camille Kadoch and Julia Hildermeier at RAP look at those places that are being strategic about it, starting with an essential network that will allay the concerns of consumers on the verge of buying an EV but put off by worries that they will get stuck somewhere with a flat battery. That’s frustrating, given the average American drives only 37 miles a day and Europeans 32 … [Read more...]
For energy security and waste reduction, EV battery manufacture in Europe is on the horizon
Europe should have sufficient battery manufacture capacity for all its EV needs, explains Sam Hargreaves at T&E. Their report shows that Europe will not only achieve that capacity target this year itself, but has the ability to keep it up as EV sales continue to grow (460 GWh in 2025 and 700 GWh in 2030 of battery production in Europe). The report also stresses the major benefit of reduced waste. If manufacturers hit EU recycling targets, EV … [Read more...]
Are EV owners driving less than we thought?
Research from California, the EV leader in the U.S., suggests that EV owners drive their vehicles half as much as the average gasoline car owner. Catherine Wolfram at the Haas School of Business explains that their research project reveals mileage data is so hard to gather that it’s difficult to know what’s actually going on. Is the data wrong (they don’t think so), or are EVs only being bought by drivers who don't use a car much? If so, the … [Read more...]
Aviation and Shipping emissions: will Biden take on the challenge?
William Todts at Transport & Environment is very worried about the Biden administration’s approach to aviation and shipping emissions. The signals are that the U.S. wants to work through the International Civil Aviation Organization (ICAO) and the International Maritime Organization (IMO). But they have neither the ability nor the means to spur technological breakthroughs. That matters, because it’s only the use of alternative fuels that can … [Read more...]
E-mobility in Germany: a record year but still way off target
In the past few months Germany has seen record levels for electric car registrations. But will this rising trend be enough to meet the government’s target of 10 million electric cars by 2030? To answer the question Naemi Schink and Simon Göss at Energy Brainpool look at the data, proposed new regulations, and funding. Though the number of electric cars has grown by over 360% in the last year there are currently only 240,000 EVs and 200,000 … [Read more...]
Clean Trucks are coming: a review of battery, hydrogen, synthetic fuels and more
New EU fuel efficiency rules are forcing truck makers into a race to get their low emission vehicles onto the roads. From 2025, newly registered trucks must have 15% lower emissions, and from 2030 it’s 30%. Battery-electric drivetrains are most likely to dominate, assisted in their evolution by the assured progress and charging infrastructure of EVs. Hydrogen fuel cells and synthetic fuels are also in the game, though hindered by the inevitable … [Read more...]
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