A reader who predicts a slow EV adoption curve writes:

Americans are addicted to not only to oil but also to driving.  Most Americans see automobiles as freedom to do whatever, whenever they like. They do not like to be restricted by anything, including their vehicles. Early adopters are slightly different and are probably wealthy enough to have a bunch of cars to drive on any given day. So it is more a fashion statement or “I am green” statement.

At $26,220 for a Leaf and $21065 for 5 dr Focus with automatic trans; the cost penalty is $5,155. Assume 12,000 miles driving per year.  Focus get 31 mpg composite = 387 gallons gas at $4 per gallon = $1,548 for gas and the Leaf gets 100 miles on 23 kWh which takes $2.53 per charge ($0.11 per kWh) x 120 charges = $303 for electricity. Net savings per year is $1,244 and divide that into $5,155 = 4.14 year payback.  Marginal but add into that the fact that you can’t drive it if you have to go more than 100 miles.  Logical answer for today’s mainstream customer is no thank you.

To which I reply:

This is very good stuff, but here are a couple of points:

Total cost of ownership over years of oil changes, tune-ups, valve jobs, radiator leaks, exhaust systems, smog checks, etc. on ICEs is replaced by a car with almost no moving parts, no explosions going on in it, almost no maintenance expense and better peace of mind.

Until we have a good, ubiquitous fast-charging solution (decades), most EVs will be sold into multi-car families who can always take the ICE if they want to go on a road trip. How many such families like that are there? Tens of millions.

Costs will be coming down as technology improves and scale is achieved.

In addition to making the statement that “I am green,” the driver is making the statement “I am patriotic” (by not driving my country into debt to foreign enemies, not to mention wars that are costly in terms of both dollars and lives). As a marketing guy, I only hope I get the chance to tell this story; I promise you, I’ll have a FIELD DAY with it.

 

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I’ve been to quite a few events recently in which Chinese investors are promoted as potential sources of capital for US cleantech companies. I really have no way to gauge the veracity of this claim — and certainly the unknowns in the varying cultural elements seems a bit frightening.

But my friends at OnGreen seem undaunted. Check this out. They’re plunging in head first, with a very creative marketing idea: a contest in which the first five CEOs of prospect companies they select to make presentations to Chinese cleantech investors are given free roundtrip air fare from Los Angeles to Shanghai.

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While researching this article to learn more about how to design an Energy Efficient Home, I spent much of my time on the internet to see just what is out there right now that could be incorporated into a new Model for Residential Houses. So, most of this information is not mine – but freely available to anyone who wants to conduct their own research. I put much of what I found here just to save you the time to do your own homework – but at least it will give you a few ideas and you can then do your own further investigation. (more…)

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In response to my posting my friend Tom Blakeslee’s piece on the developments in low-energy nuclear reactors coming out of Italy, frequent commenter Dan Conine writes:

The problem with Cold Fusion is not the energy, nor the impossibility of it, but that in order to acknowledge it, someone has to admit that what they thought they knew is not what ‘is’. Beliefs are tough to shed.

Funny you mention that. When I was out at Tom’s place last week, this is exactly what he told me. And he’s right, of course. The reason paradigms stay in place and blind us in our research is that we feel much better confirming rather than disconfirming what we believe.

This, btw, is an important theme in Nassim Taleb’s masterpiece The Black Swan – The Impact of the Highly Improbable, which I strongly recommend.

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I’d like to invite you to our monthly webinar at 2GreenEnergy. The current Topic:  Everything You Need To Know About the Electric Vehicle (EV) Business.

As I’m sure you’re aware, there are many reasons that the world of transportation is running hard and fast in the direction of EVs. If we want national security, we need energy security – and that requires that we wean ourselves off of oil as soon as possible.  And national security is just the beginning.  What about the damage that our dependence on oil is doing to our health, our environment, our economy?

But suppose you’re not a humanitarian, nor an environmentalist, nor even a patriot.  Let’s suppose you’re just a frustrated, stressed-out American, looking to profit handsomely as we replace the 300 million cars and trucks on US roads – not to mention the couple of billion that will soon be all over the rest of the planet. You realize that electric vehicles will enjoy a 10% penetration in the US by 2020 – a $250 billion market – and you wonder to yourself:  Hey, can’t I fit into that supply chain somewhere? (more…)

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This morning, I recorded next week’s Clean Energy Radio segment for WebTalkRadio, in which I interviewed Belén Gallego, director of CSP Today.

With offices in London and Hoboken NJ, CSP Today provides comprehensive, cutting-edge information online and through trade shows on concentrated solar power (aka solar thermal) in all its varieties – and Belén did a great job as a guest.

Although the CSP industry lacks the political muscle of the fossil fuel and nuclear people, Belén remains quite positive about the future. Of all the forms of energy, clean or dirty, safe or dangerous, CSP is the most dispatchable.  While PV and wind are intermittent, and coal and nuclear run 24 hours a day, CSP, with low-cost energy storage in the form of molten salt, can be turned on and off by grid operators when needed.

As I’ve said hundreds of times, if I were king of the world, we’d be doing solar thermal in a very big way.

If you’re interested in their free newsletter, I encourage you to sign up (like I did) on the website: CSP Today.

My thanks to Belén for her terrific job on the show, and for her continued work to bring about a healthy, safe, and sane world.

 

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I got a great deal of really good feedback on some of my previous posts about biomimicry, especially this one on Janine Benyus. So let me suggest another talk I know you’ll enjoy.

Here, Michael Pawlyn explains how we can learn from nature to create radical increases in resource efficiency and move from a fossil fuel- to a solar economy.  Note what he says at the end of the talk on CSP (concentrated solar power).

You’ll find the presentation quite upbeat. In fact, Pawlyn notes, “Far too much of the talk about the environment uses negative language; here it’s about synergies, possibilities, and abundance.”

Enjoy.

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I’ve noticed that virtually all articles on cold fusion that appear online attract the same set of comments.

First, you have the supporters. These tend to be a combination of optimists, blended with those who believe that big oil is putting the kibosh on research into competitive energy solutions. (The latter is true, btw, but the fact that it’s true doesn’t imply that cold fusion is real.)

Then you have the detractors. I have less insight into the mentality of these folks, other than, as noted above, i.e., big oil, coal, and nuclear really are doing what they can to maintain their monopolies. Nay-sayers are also joined by those who think along the lines of the 1899 US patent office spokesperson who famously predicted that the number of patents would diminish rapidly over time, as virtually everything of importance had already been invented.  In addition, these people also tend to ignore the idea that many scientists demand the opportunity to review claims before they’re released to the media, and tend to rip up ideas that don’t go through that process.

As for me, I note that there are many credible scientists who study the subject seriously, and that these folks are achieving laboratory results that drive their own conviction in its validity.  As long as that’s the case, I’m more than willing to keep an open mind.   It’s hard for me to imagine why anyone would feel differently. 

Here’s my friend Tom Blakeslee’s piece on the developments in low-energy nuclear reactors coming out of Italy. I hope you’ll check it out – along with the comments.

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I’m in the process of writing my next book — this one on the practical realities of clean energy — which has brought me to a study of the nature of the playing field on which renewables competes with fossil fuels. This, of course, is critical.  No one can expect capital formation for clean energy as long as the alternative is made artificially inexpensive with government subsidies that have been in place since the early 20th Century, and which, many people believe, are a permanent fixture in our national budget.

Of terrific help in helping me understand this is the Research and Policy division of the Environmental Law Institute, a non-profit in Washington DC, which endeavors to unravel the twists to get at the full truth of the relationship between government and energy.

I hope readers will check out a few of their papers, in which they attempt to quantify the subsidies for fossil fuels.  Here’s one called Estimating U.S. Government Subsidies to Energy Sources: 2002-2008.

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I have to say that I was impressed with most of the speakers at the EV Update show in San Diego last week.

Frankly, I didn’t expect to be.  In the trade shows I frequent, I’m often shocked at how many presenters abuse the platform to promote their company, or the basic business concept that the company supports, while carefully ignoring or underplaying the competing forces. They appear to have not gotten the memo: The audience came in the hopes of learning something of value, not to have its head filled with your propaganda.

That was almost entirely absent here, I’m happy to report.

Oliver Hazimeh, a management consultant from PRTM did a great presentation with his overview of where EVs are headed and why. Of course, it’s easy to like people who agree with you. Like me, he sees at least 10% penetration of plug-in cars (plug-in hybrids and full battery electrics) by 2020 – a $250 billion industry built over this fairly short period of time. And we both put similar valuations on the potential of the adjacent pieces of that market: generating the electricity, figuring out the charging schema, integrating the billing, etc.

I was also intrigued with the comments of the Ecotality spokesperson, whose message was that the electric vehicles adoption curve is “about lifestyle.”  His point was essentially that just as Starbucks addressed an unmet need for good coffee served in a space conducive to the lifestyles of a large consumer segment, EVs will do the same. Though they’re not for everyone, they will address a sizeable swath of the American market.

First of all, let’s acknowledge that he’s 100% correct that consumer acceptance is of paramount importance.  And I have to agree that the consumer piece of this is, to some degree, “about lifestyle,” whatever exactly that means.  Yes, there will be people who reject this idea until their dying day; yes, they’re not for everyone. 

But I’m not sure how many people will hold out due to this lifestyle thing.  Imagine a time (is it hard?) when gas becomes even more obscenely expensive than it is right now, and your EV-driving neighbor, who’s long-since forgotten the location of the gas station he used to frequent, pulls up in his driveway.  How long do you think it will be before you ask, “Hey, Bob. Tell me about that…”

I have a feeling that this very phenomenon of word-of-mouth promotion, along with our growing awareness of what Big Oil has done to every single one of us — will transcend whatever we mean by the word “lifestyle” — our politics, our taste in music or film, and even our standing as technology early-adopters or laggards.  Electric transportation is a concept that simply make sense for the vast majority of us — and is becoming an even better fit with each passing day. 

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