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Power transmission is not the largest threat/weakness regarding conversion to electric vehicles

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  • S13

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    Dec 7, 2022
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    Power transmission is not the largest issue with forced mass transition to electric vehicles.

    It is strategic.


    Charts from https://iea.blob.core.windows.net/a...fCriticalMineralsinCleanEnergyTransitions.pdf




    Note the inputs for a conventional car vs an electric car. Note the massive amounts an EV requires over a regular car.

    Note the amounts of Lithium, Nickel, Cobalt and Graphite.

    The increase in the power generation system required for a massive increase in electric transportation would also require inputs, such as Zinc and rare earth elements.

    Note, hydrocarbons mainly only require copper. And much less of it.





    Note where the Lithium, Nickel, Cobalt and Graphite, Zinc and rare earths will need to come from.

    China, Russia, Indonesia, Congo.



    Note for hydro carbons, we are 100% self sufficient. And the main input, Copper, comes from Chile.








    But the mining of said elements in only half of the sourcing of said inputs. Processing that raw ore is just as important.

    Where does this happen?

    China mainly.




    Another chart showing the extraction and processing of the various inputs. Note for hydrocarbons the US is basically self sufficient.

    For conversion to an electric transportation economy require dependence on various foreign nations.






    So we are purposely and consciously trying to move from a transportation economic system in which is nearly 100% America sourced to a transportation economic system that requires input scattered across the world in areas that are economically/diplomatically and even socially problematic. With China being the elephant in the room. China is entering a period that even if we maintain good economic/trading relations with them, they may not be in a social, political and economic environment to continue to service the world's demands for extraction and processing of those elements noted above. But that is for another thread.


    So we are, on purpose, moving from a position of incredible strength to a position of weakness and uncertainty. It puts us in a very untenable strategic position economically and even militarily.

    Sun Zu would be rolling in his grave. (from the point of view of the United States)

    Moving away from a hydrocarbon based transportation system is the most stupid boneheaded decision this country will have ever made.
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