Whoever masters battery power will, in this age of the renewable and rechargeable, be the Getty, the Rockefeller of our age.
You read a lot about developmental stuff – increasing capacity and efficiency – but less about supply, which is why I found this piece from …so interesting. Richard Jones over on his blog softmachines.org starts his piece asking:
How fast can electric cars take over from fossil fuelled vehicles? This partly depends on how quickly the world’s capacity for manufacturing batteries – especially the lithium-ion batteries that are currently the favoured technology for all-electric vehicles – can expand. The current world capacity for manufacturing the kind of batteries that power electric cars is 34 GWh, and, as has been widely publicised, Elon Musk plans to double this number, with Tesla’s giant battery factory currently under construction in Nevada. This joint venture with Japan’s Panasonic will bring another 35 GWh capacity on stream in the next few years. But, as a fascinating recent article in the FT makes clear (Electric cars: China’s battle for the battery market), Tesla isn’t the only player in this game. On the FT’s figures, by 2020, it’s expected that there will be a total of 174 GWh battery manufacturing capacity in the world – an increase of more than 500%. Of this, no less than 109 GWh will be in China.
Read the rest here.
Jotting these notes down, I heard about Scott Pruitt’s pronouncements on carbon dioxide and global warming and could only think of Bonhoeffer again, reflecting that:
‘Stupidity is a more dangerous enemy of the good than malice. One may protest against evil; it can be exposed and, if need be, prevented by use of force. Evil always carries within itself the germ of its own subversion in that it leaves behind in human beings at least a sense of unease. Against stupidity we are defenseless; reasons fall on deaf ears; facts that contradict one’s prejudgement simply need not be believed–in such moments the stupid person even becomes critical–and when facts are irrefutable they are just pushed aside as inconsequential, as incidental. In all this the stupid person, in contrast to the malicious one, is utterly self-satisfied and, being easily irritated, becomes dangerous by going on the attack. ‘(Dietrich Bonhoeffer, Letters & Papers from Prison, 43)