John Petersen

China Looks to Electrify Our Cars

I hate to be a buzz-kill but it is not reasonable to believe that China will be a reliable long-term supplier of EVs or batteries to the U.S. China has terrible air pollution problems that require electrification of transport. But they also have to choose between moving their population and moving ours. The main solution in China right now is electric two-wheelers (E2W). See pubs.its.ucdavis.edu/d...

Given a choice between providing E2W mobility 20 to 30 of its citizens or providing EV mobility to one of ours, the Chinese will always satisfy their home country demand first. So while we may be able to get excess capacity from China for a while, it will never be a long term supplier, particularly if the resource limitations that Jack Lifton has recently discussed are accurate.

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