I live in Vietnam and we have EVs for "normal people" here.
EV doesn't mean "cars". The V is for vehicles. We've had electric scooters on the roads for many years. In some cities, especially in the north they are nearly the majority of vehicles on the road.
But even if you limit yourself to cars, a friend just bought a Volvo S90 Recharge electric car to drive in Ho Chi Minh City.
And the first electric bus route launched earlier this year.
Toyota will never be very popular in Vietnam. If anything the Kia Smile is probably the most popular car and will be for a long time.
If there's one thing I've learned is that one shouldn't underestimate the sheer speed at which a maturing technology cheapens itself in a drive downmarket.
Cars themselves went from being a rich person's curiosity to mostly-affordable to ubiquitous in the space of 50 years.
Airline travel went from a luxury for the rich to broadly affordable in about ~30 years.
For more recent examples see smartphones - in less than 10 years it's gone from exclusively high-end device to near-universal adoption across the world.
It's often hard to figure out what technologies will stick and what will never resolve fundamental flaws - but once it sticks in the high-end market there is a good bet it will rapidly drive its way down the price scale, at a far faster speed than you might expect.
What surprises me is how they managed to make them artificially degrade anyway through terrible cooling. We could have truly eternal LEDs for only minor increase in material cost but no, they have to overheat and burn out to secure profits for Philips.
One of the main reasons for this is research funding and regulation by the European Union. Something similar is probably going to happen with hydrogen production over the next years. (Not as fuel for cars but for industry)
Mandatory reminder that hydrogen as fuel for cars is an incredible waste of primary energy and will be for a long time.
A petrol car engine is inefficient due to constraints (small + no cooling source other than air).
An electric engine + battery is extremely efficient (the "downside" is you can't use the wasted energy to heat up the car in winter like an ICE).
An electric engine + hydrogen fuel tank brings back inefficiency, and you can't even reuse that wasted energy because most of this waste is electrolysis.
On the other hand, you can refill a pressurized hydrogen tank in seconds. Electricity itself is merely a mode of energy transmission. Energy storage has and will continue to be a huge innovation area as the current means of battery charging are either slow or low capacity. We’re getting really good at getting energy from the sun, and excess energy not consumed is wasted, so why not make hydrogen? Heck, why not have fuel stations in the middle of nowhere have a well (for water extraction) and an array of solar panels so the station can produce its own product to sell?
I can see a future where you can opt for a hydrogen fuel cell EV rather than a battery powered one. Efficiently using the hydrogen will be a non-issue if we are able to trivially produce a vast abundance of it.
It’s hard to say that an EV is just as good (for the consumer) as an ICE engine if I am taking a road trip and one of many fill-ups makes me wait for hours. There are these uncommon cars that opponents usually cite and are sometimes unfairly dismissed. I say this because we can and will make EV technology better and cheaper and I’m willing to bet money that hydrogen fuel cell in lieu of batteries will become a thing.
Solar power is 1.68% of the USA's primary energy mix in 2021. Wind is 3.89%, about 2.5% more than a decade ago, and the trend is not accelerating that fast.
It is not even 3 decades to 2050, which is the USA's target date for net zero carbon, so with conservative estimates primary energy from wind should increase by at least 10% per decade, so 4 times faster than last decade.
Where is the vast abundance of renewable energy that you are talking about? Now is not the time for deploying another massively wasteful technology just because some people want to go on road trips without taking a 30 min break (a recent EV fast charge does not take hours) every few hours.
I don’t think those extrapolations are totally fair. You’re assuming today’s technology is frozen, inflexible, and adoption is going to linear. If we have learned anything from the last decade it is that adoption curves are getting steeper.
If you recall from my original post, I said nothing about that hypothetical, abundant hydrogen being born from any particular source, but I did have solar in mind specifically. I personally think solar cells and panel arrays will get more efficient at producing power that we will eventually have a global excess. If we have grids producing renewable electricity when conditions allow, they can redirect some of the excess energy and use electrolysis to produce hydrogen creating energy reserves for when the power source is not available to them.
Hydrogen is still not super efficient because we have not even scratched the surface of optimizing it’s consumption. If we had concerted efforts towards that goal, we can get it to work for us in ways we never thought possible. I don’t think lugging around large batteries is the future, rather our fuel storage needs will be met by hydrogen tanks.
I'm not assuming linear adoption. I explicitly said that even if adoption was FOUR TIMES faster than now, the amount of renewable energy would barely reach the same amount of primary energy as we use now by 2050.
This is a optimistic scenario. Current trend is mostly linear. See:
You can choose linear/log, it doesn't look exponential to me.
Add to this the fact that primary energy generation is increasing all over the world, so the share of renewables is increasing even less.
The target is 2050. There is no R&D that will get rid of electrolysis and Carnot cycles by then. Maybe by the end of the century if you want. But for the next 30 years, batteries will be in the lead.
Your source is counting the share of electricity generation. My source[0] is counting the share of primary energy; including fuel, heating, etc. I believe the latter is more relevant for the current discussion (CO2 emissions and cars). Electricity is not even half of our primary energy use.
> We’re getting really good at getting energy from the sun, and excess energy not consumed is wasted, so why not make hydrogen? Heck, why not have fuel stations in the middle of nowhere have a well (for water extraction) and an array of solar panels so the station can produce its own product to sell?
We are nowhere near being able to satisfy 100% of our energy demand with solar or even a renewables mix, except for a unicorn scenario in which we have high winds and a sunny sky at the same time. On top of that, it is extremely wasteful to use that energy to produce hydrogen and then pipe it around, compared to storing it in batteries - either portable ones like in cars or bigger house or grid-sized ones.
If we have excess solar energy, it would be great to make recharging your car free at that time, although I know that's a pipe dream due to the profit motive.
I always figured the solution was a cantenary or third rail style system on major highways.
The EV trickle-charges and uses direct grid current while driving in between cities, and then a 200km range at the endpoint of the journey is more than ample.
Those are great points, actually and your comment provides so little detail that I begin to question the intentions behind it.
We have yet to design many vehicles around a hydrogen fuel cell and we have yet to really realize it’s full potential as a power source, dismissing it on these grounds is simply short-signed thinking.
We can extract this resource from a very abundant resource, water, which is huge. With only energy (from the grid or a micro-grid) and water as inputs, you can produce a substance that is able to store energy for later use who’s only byproduct is water.
I do agree that EV's will eventually be much cheaper than ICE vehicles, since they're mechanically much simpler (they're basically a battery with an electric motors and 4 wheels). The devil is basically in the battery chemistry, which is extremely difficult to improve on.
Ignore all the "revolutionary" new batteries you hear about almost every week. None of them are heading for production for the same reasons: their capacity or durability are much lower than current Li-Ion batteries.
What we don't see here in North America are small cheap EVs for doing small tasks in the city. All EVs here are big and expensive. There is a huge proliferation of electric scooters in the city, in particular in low income areas, and while you may see the occasional 3 wheeler, you never ever see small 4 wheel EVs.
> In some cities, especially in the north they are nearly the majority of vehicles on the road.
lol, do you really live in Vietnam?
How many electric scooters do you see on the street in compare to the gasoline counterparts? Honda alone deliver about 2.7 million bikes per year in Vietnam. All of the Honda bikes are ICE. The number of new electric scooters is not even six figures.
> Toyota will never be very popular in Vietnam.
Recently Toyota is not as popular as some years ago. But they still ship the most passenger cars among other manufacturers last year.
Honda doesn't deliver 2.7 million bikes a year. Maybe they did a few years ago and your info is out of date? Sales of petrol bikes have been declining for a few years in Vietnam, as the market has become saturated.
Honda, Yahama, Suzuki, Piaggio, and SYM combined sold 2,492,372 units in 2021. And that wasn't a massive crash due to covid, sales were "only" down 8.1% compared to 2020. Honda is about 75% of the market. So around 1.8-1.9 million bikes.
> The number of new electric scooters is not even six figures.
Sure, I didn't say it was a big thing nationwide, I said some cities, so we're not really disagreeing. They make up 10% of sales now, not 50%, and even if they did it would takes year to replace all the aging bikes on the road.
I said there are some cities in the north where they are very popular; I'm not talking about Ho Chi Minh City or Hanoi. I don't pretend to know why some cities seem to have tons, whether it is local policy (I think this is what happened in central Hue) or because cheap Chinese ones have been available for a while (I think this explains some of the border towns) or what. Lạng Sơn is one place where I remember them being very popular.
> But they still ship the most passenger cars among other manufacturers last year.
Toyota sold 69,002 cars in 2021. Hyundai sold 70,518. THACO also technically sells more than Toyota but they sell under multiple brands so it's not really the same thing.
But you're right that I overstated things with Toyota; I was pushing back against the ridiculous claim that they will somehow have a monopoly and went too far.
When you said "[electric scooters] especially in the north they are nearly the majority of vehicles on the road", it's definitely wrong. They are popular against certain demographic segments (e.g. students), but they're nowhere near the majority of vehicles on the road.
Have to agree 100%. During my time there this year I saw maybe 1 or 2 electric scooters? I did see some Vinfast electric charging stations though.
Vietnam is still a relatively poor country (~$600USD/month average wage). It's going to take a long time before the current vehicles on the road are replaced with new ones.
It's still pretty common to see people riding around motorbikes from the 80's and 90's.
> But even if you limit yourself to cars, a friend just bought a Volvo S90 Recharge electric car to drive in Ho Chi Minh City.
The heck does this mean? Suddenly, vietnam is going to follow the trend and buy electric cars? This car costs something like $60k in Vietnam. The country gdp per capita is $2700. Most people who can buy cars will probably buy an old gas car.
The most common car I saw in Vietnam was some colossal Ford truck. Straight up American-sized and bigger than anything I’ve seen anywhere else in Asia.
Everything was either a tiny scooter, or a massive truck well oversized for the narrow and crowded roads.
In countries where wealth divides are big, people go all out on large and expensive items. I could see 60k electric cars taking off among the top 2%, which still amounts to millions of people.
Isn't that the point? That people in poor countries mostly buy old cars from other countries? Which currently of course means they are gas powered. But what about the day when old cars start to be mostly electric? Wouldn't electric cars become equally, if not more attractive to poor countries?
Electric cars don't age in same way as mechanic/based ones which we had 100 years to perfect. People buy those used cars from other countries because any skilled mechanic in dirt poor country can repair most of it, dismantle engine to last screw. And nobody is importing a Maserati for example.
I don't see this happening in EVs, at least not current generations. On super-proprietary cars like Tesla probably never.
Electric cars are made of the same metal and plastic that ICE cars are so we'll see. Wireless technology already allowed Africa to leapfrog over some of the mistakes of the west. EV vehicles backed by solar and stationary batteries may let them leapfrog again.
It absolutely happens with EVs as well.
I’m Ukrainian, here people have been importing totaled cars from US for years, including a lot of Nissan Leafs and Teslas. Some businesses restoring those totaled Teslas grew from a garage shop into large and successful enterprises.
I think this is a myth in several ways. First of all, modern ICE cars are anything but easily repairable with their complex exhaust treatment and turbo chargers. They are very delicate machinery and won't be on the roads for 40 years like cars from the 80ies might be.
And then, electric cars seem to be pretty easily repairable. Just look at all the home-built electric conversions. Or the guy who builds new Teslas out of totalled ones.
I think it is even the other way around. There was a startup in Germany which designed a small electric truck with Africa in mind. Basic, cheap, not only repairable but designed to be assembled by the customers. This is way cheaper to do with electric technology then with combustion engines.
Buses and taxis make the sense to switch to EV:s first, since they drive the most and the total lifetime cost is dominated by energy cost and maintenance, not the investment.
If you think about the limited battery supply chain, with the minerals, components, modules etc, it doesn't make so much sense to put them to huge battery SUV:s that mostly just sit on the driveway or office parking lot.
This too will eventually happen, but it's better for the economy and the climate to put them where they are actually displacing the most fossil fuels.
I think that's part of the problem I see with the discussion regarding EVs in that everything is framed with the concept of a car and that some how all cities across the world will have the same kind of infrastructure standards (aka US styled stroads, Euclidean zoning, and so forth). If anything, EVs like you stated are likely to be slimmer, slower, and more useful to get around on than just replacing the SUV's ICE components with batteries and electric motors.
Adding to that, vehicles with built in solar panels will also add some attractiveness to this for development countries. No need to pay for fuel/electricity.
Sure it might take up to a full day to get 50-100 miles in the battery, but with smaller vehicles (three wheelers, motor bikes etc) it will definitely work out. Certainly considering many development countries are mostly sunny places like south east Asia, Africa, and south America.
EV doesn't mean "cars". The V is for vehicles. We've had electric scooters on the roads for many years. In some cities, especially in the north they are nearly the majority of vehicles on the road.
But even if you limit yourself to cars, a friend just bought a Volvo S90 Recharge electric car to drive in Ho Chi Minh City.
And the first electric bus route launched earlier this year.
Toyota will never be very popular in Vietnam. If anything the Kia Smile is probably the most popular car and will be for a long time.