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You say your last purchase was a 4yo car. A good choice for budget conscious buyers. In that case the ICE ban will not be relevant for you until 2034. Dependin
by audunw 3y ago
You say your last purchase was a 4yo car. A good choice for budget conscious buyers. In that case the ICE ban will not be relevant for you until 2034.
Depending on what country you’re in, the ICE bans being proposed does not encompass hybrid or plug-in hybrids. I’d be quite confident that the infrastructure is good enough by 2030 that most people would want a plug-in hybrid anyway. Think about it: at some point in the transition you’ll realise that your car will rapidly become worthless if it doesn’t have a plug. We’ve already started seeing gas stations close down or reduce the number of pumps here in Norway. I don’t think that point will be any later than 2035.
You say you don’t think the cars or infrastructure will be ready by 2030. I find that surprising. When I bought our Kia EV in 2015, non-Teslas had maximum 30kWh and had no benefits over gasoline cars, fast chargers were maximum 50kWh and there were very few of them. Now 60-70kWh has become the norm. Newer EVs have huge benefits over ICE cars (I LOVE being able to pre-heat the car no matter where it is parked in winter). 150kW chargers are standard and 250-300kW chargers are becoming increasingly common. Price for new cars is still an issue but i suspect it’s mainly because all the car companies launched their new EV product lines with luxury models. Their budget variants are starting to come out now.
By 2030 we will probably be getting a completely new generation of models. Look at what Hyundai is working on with their uni wheel system: with the next generation it’s plausible that EVs will start having motors on all four wheels, with independent torque vectoring on each motor, and steering on the rear wheels, while having even better interior space.
Okay, that’ll be mostly relevant to high end vehicles to start with. But the halo effect will probably be significant. By 2030 I think nobody can deny that EVs are inherently superior. You’ll probably have some with 1000km range if you throw enough money at it.
So what about budget models? We’re starting to see LiFePo becoming common for cheap batteries, and sodium-ion is being rolled out on a commercial scale. Hybrid batteries (combining two chemistries to get the benefits of both) are opening new possibilities. There are several dozens of giga-scale battery factories being built right now. All points towards massive pressure to drive down costs by 2030.
I suspect geopolitics will drive a massive shift towards EVs around 2030 as well. Imagine being the first country to be fully electric: you can shut down most of the gasoline supply chain freeing up a lot of resources. You’ll be fully energy independent. Swings in oil prices will not bother you. And you’ll have all the lithium and copper within your borders to keep your economy running forever. All you need is some battery recycling and manufacturing plants and you’re completely independent in terms of transportation energy infrastructure.