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Nikhil Kamath · @nikhilkamathcio

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Clean Energy S Hidden Costs

From x.com/nikhilkamathcio

On 2023-01-15, I questioned whether electric cars make sense when electricity comes from thermal generation and transmission loses substantial power. These questions complicate, but do not answer, my broader view of the electric vehicle transition.

I noted that a 70 per cent decline in Tesla's stock price could signal a change in the preconceived narrative.

I asked whether electric cars make sense in countries that still generate power using thermal means and lose up to 50 per cent in transmission.

I also asked whether electric cars cause less environmental harm when the true cost of battery technology and its required raw ingredients are included, and, if so, by how much and after how many years of operation. I offered no calculation or conclusion, and the post says there were two big questions without including any further question.

A captured post dated 2022-07-12 said renewables were cheaper “across the board” and attributed the lack of wider adoption to infrastructure inertia, storage, and transmission. The capture gives no supporting data and does not specify which technologies, locations, or cost measures the claim covers. These bottlenecks connect to the storage challenge discussed in storing energy is the real challenge.