Robert Roth
1 min readJan 26, 2024

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Thanks for the link to your article.
Yes CO2 emissions world wide benefit more as electric power generation goes to zero emissions.
In the U.S. we use too much fossil fuel per person, not enough mass transportation or too much money buying 18 MPG trucks.

So some interesting points for EVs in the U.S.
20% of light vehicles consume 50% of gasoline and diesel. Also fuel cost are high enough these will be among the first to shift to EV. Around 2033 or so.
The U.S. will save $270 billion a year in fuel cost from that point on. If gasoline and diesel go to zero consumption, likely around 2050, the savings will be $540 billion per year. Less oil profit for Russian and Middle East Terrorists, more stable fuel prices and supply, less inflation.
Yes the U.S. is seeding the industry with research, investment in industry to ramp up battery improvements is life, cost, energy density and fast charge time at lower cost for grid and EV use. It also offers consumers incentives but I suspect the highest leverage is R&D, but you need both market growth and constant improvement in cost and performance to reach 90%+ market share.

The charging infrastructure is an issue and may or may not keep pace with EV potential growth.

In any case I wonder if models are being built to game out how to set investment priorities. CO2, cost saving, security…

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Robert Roth
Robert Roth

Written by Robert Roth

Retired Intel Electrical Engineer, 70's US Navy Officer Nuclear Power Program, Graduate studies in Business UC Berkeley, BSEE U of Fla.

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