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Joe Deely's picture
Partner Deely Group

Involved with high-tech for last 30 years. Interested in energy.

  • Member since 2018
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  • Jul 22, 2021 4:12 pm GMT

Great news.. CO2 emissions from the transportation sector are far higher than those from the Electric Power sector.  

Increasing electrification of the transportation industry will have effects on the decarbonization of Electric power.  We should continue to see improvements in battery technology as that industry explodes in size due to EVs. However, at least in the short-term, the competition for demand in batteries may result in a slower decrease in prices.

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Matt Chester's picture
Matt Chester on Jul 22, 2021

With more jurisdictions creating mandates for this, feels like this decision from the bulk of automakers is already a matter of when, not if. Early movers will certainly reap the best rewards though, so props on the commitment now!

Joe Deely's picture
Joe Deely on Jul 25, 2021

Matt - my canary in the coal mine for EV adoption is gasoline sales in California. As the state with largest volume of EV sales it should start to show drop in gasoline sales once there is a decent EV share of miles driven.

However, Covid threw a wrench in those statistics - so we may have to wait another couple of years to see if gasoline has actually started its inevitable decline.

Matt Chester's picture
Matt Chester on Jul 26, 2021

I like the idea of the canary in the coal mine. CA obviously also a leader of other states in terms of automakers making their more efficient vehicles to meet the CA state standards but then naturally leading to those efficiency improvements in the fleets for other states, ZEV standards, etc. 

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