Tony Burgh
Well-known member
- First Name
- Tony
- Joined
- Sep 28, 2021
- Threads
- 24
- Messages
- 1,035
- Reaction score
- 1,348
- Location
- Western Pennsylvania
- Vehicles
- 22 Lariat ER
- Occupation
- Retired
The EV revolution is coming whether we want it or not. Other countries do not have our advantage in hydrocarbons. China is pressing the EV case and are dominating the industry. They are doing the same in solar panel silicon.The CAFE standards are forcing manufacturers to build and sell an increasing number of EVs and because of CAFE within ten years there will be very few new ICE vehicles offered for sale. Is that right? Anyone that thinks EVs are the natural evolution of transportation is naive.
Society as a whole has decided that the detrimental effects of ICEs must be stopped and has had the political will to pass laws to try to eliminate them. Is everyone going to be happy with these laws? No.
We are witnessing a revolution, not an evolution. This kind of change, even if necessary, is disruptive. Entire industries are being displaced.
Anyone that thinks this revolution will not be disruptive, again, is naive. So far most of the battles of this revolution have been fought mostly in boardrooms and in the halls of government. I hope that these struggles stay off the streets but I feel I’m being naive if I believe that will be the case.
After spending a career in petrochemical companies that received their feedstock from refineries, I often wondered about burning hydrocarbons versus their use as chemicals and plastics. The volume skews towards fuels. That won't change in our lifetime.
BTW - the magic of fracking has radically increased China's probable (not proven) reserves of natural gas. But still they move towards solar & EV's.
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