Zero emissions at ANY COST seems to be the direction being mandated by governments and the Environmental, Social and Governance movements around the world, to divest in fossil fuels.
The few healthy and wealthy countries of the United States of America, Germany, the UK, and Australia representing 6 percent of the world’s population (505 million vs 7.8 billion) that are mandating social changes to achieve zero emissions may be fueling (no pun intended) a death spiral for the automobile industry.
Simply put, in these healthy and wealthy countries, every person, animal, or anything that causes emissions to harmfully rise could vanish off the face of the earth; or even die off, and global emissions will still explode in the coming years and decades ahead over the population and economic growth of China, India, Indonesia, Japan, Vietnam, and Africa.
We will look at each of the “pieces of the EV puzzle” that may be the formula for an automobile industry death spiral:
While the race is on to produce more lithium in the United States as the supply chain for the major component of EV batteries, lithium, is already being compromised internationally. The following international dark clouds on the lithium supply chain may be a prelude to an American rejection of strip mining in the most environmentally regulated and controlled communities in the world:
The current EV ownership profiles of the oligarchic elite that are highly educated, highly compensated, multi-car families, with low mileage requirements for the families second car, are dramatically different from most vehicle owners that are single-car owners, not highly educated, nor highly compensated. Mandating a change to EV ownership and forced austerity may face a rebellion from those that need transportation.
Where is the transportation from the foreign manufacturers to the car dealers?
In 2019, China, Japan, India, Germany, and South Korea were manufactured more than 50 million vehicles compared to the 11 million that were manufactured in the USA
Where are the vehicle materials?
Most people do not know that crude oil is useless unless it can be manufactured into something usable. All the material for the EV, from electronics, plastics, glass, leather, tires, etc. are all made from the oil derivatives manufactured from crude oil.
Today’s Environmental, Social and Governance (ESG) divesting in fossil fuels are all the rage to divest in all fossil fuels. ESG is working but will result in shortages and inflation as the new norm as society’s demands for the products from crude oil are exceeding the supply from the diminishing number of manufacturers.
There were almost 700 oil refineries in the world as of January 2020, but as a result on continuous over regulations, permitting delays, aging equipment, over the next five years 20 percent of the them are projected to close. That is a whopping 140 manufacturers that will close. Shortages and inflation in perpetuity may be the new norm as society’s demands for the products manufactured from crude oil are continually exceeding the supply from the diminishing number of manufacturers.
The government’s zest for zero emissions electricity in favor of intermittent electricity from breezes and sunshine are eliminating coal fired and natural gas power plants that have been generating continuous uninterruptable electricity.
We have all read about the concerns toward “grid stability” to be able to charge those EV batteries. Well, the UK may have given the world a heads-up on why electricity rates may be rising in perpetuity.
Where is the ethical, moral, and socially responsibility for the lithium supplies to meet the mandate toward EV’s?
The Pulitzer Prize nominated book “Clean Energy Exploitations - Helping Citizens Understand the Environmental and Humanity Abuses That Support Clean Energy, does an excellent job of discussing the lack of transparency to the environmental degradation and humanity atrocities occurring in developing countries mining for those exotic minerals and metals to support the “green” movement.
The subsidies to purchase EV’s are financial incentives to encourage further exploitations of yellow, brown, and black skin residents in developing countries. Are those subsidies ethical, moral, and socially responsible to those being exploited?
In summary, the passion of the few wealthy countries to achieve zero emissions at any cost, will face major supply chain issues of lithium and all body parts, affordability, safety from spontaneous fires, availability and affordability of electricity from breezes and sunshine, and the ethical challenges that are exploiting folks in poorer countries, just for the elites to drive an EV manufactured by the few that survive the government mandated death spiral.
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