PhotobucketThe reason why the BP Gulf oil spill occurred was that nobody thought it would occur. Nobody asked the “What if . . . ” question.

Investors should not make the same mistake. With estimates of BP’s financial liability rising by the minute, at the very least investors should expect BP to suspend dividend payments. More than that, investors should be prepared for BP’s lawyers to walk into a friendly Texas courtroom sometime this summer and get a judge to grant them court protection against legal claims. Technically it will be a bankruptcy filing, although Americans will gnash their teeth at how BP continues to operate normally.

When the filing occurs, the whole market likely will take a tumble. A lot of other “What if . . . ” questions may be asked that destabilize markets for several months. I’ll try to ask a few of those “What if . . .” questions in my next few postings.

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PhotobucketPaul Minett wrote a very cogent response in response to my post about the dubious validity of EV research. He is completely right that there are numerous battles to be fought along the way — and he nailed many of them.

In particular, Paul talks about trust — a critical aspect of the equation to be sure — and suggests that car salespeople need to rely on the trust they’ve built with customers to form the bridge from internal engines to EVs.  While I’m not sure people trust car salesmen, they certainly trust the power of their own observation and the reports of their friends.

I harken back to an early article I wrote on the migration to EVs when I first began to learn about the subject a couple of year ago.  I urged the industry: just let’s get a few of them out there.  I suggested: “Once there are a few thousand full-size EVs (Teslas, LEAFs, etc.) traveling among us, pulling up to lights next to us, parking near us — the game is over.  As soon as even a small percentage of us has a trusted neighbor or friend, or even a friend-of-a-friend zipping around, saving money in a car that lasts 10 times longer than the eco-polluter we’re driving ourselves, watch out. The internal combustion engine will be on its way out — and fast.”

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[youtube=http://www.youtube.com/watch?v=lM5fxdbLVOg&w=445&h=364]

Another clip of Paul Scott’s appearance on The 2GreenEnergy Report. Here, the subject is the role of government in the migration to electric vehicles.

Full 30-minute show on electric transportation here.

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For anyone who may be interested, here’s a link to an article Shannon Combs wrote on an apparent breakthrough at the University of Illinois in the use of gallium arsenide in photovoltaics.

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The migration to renewable energy is complicated by a great number of factors in the renewable energy “triumvirate” -technological, economic, and political. The chart below shows one of many different dimensions of this complexity: land use – which, when you think about it, touches on all three. The data in the chart is derived from:

1) a paper titled Alternative Energy and Land Use from Clinton Andrews et al.
2) land intensiveness data from McDonald et al (2009)
3) land area data from Melillo et al (2009), and
4) global energy demand data from EIA


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PhotobucketFrank Eggers writes in:

EVs may well be the vehicle technology of the future, but it is too soon to know for sure. It may be that artificially produced fuels, such as ammonia, will become practical to replace petroleum-based fuels and internal combustion engines designed to run on those fuels will predominate.

Frank:  Thanks for this. Please tell us all more about liquid ammonia as fuel. Matt Simmons of Peak Oil fame, with whom I’ve spoken a few times, really loves ammonia.  But I have trouble understanding the attraction. OK, it’s another liquid, and the building out a new delivery infrastructure won’t be as arduous as it would be for hydrogen.

But do we really need it? Aren’t we fairly close to batteries that get the job done? 

I don’t see big money betting on it — or even discussing the idea.  What am I missing?

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[youtube=http://www.youtube.com/watch?v=73gipIGigFo&w=445&h=364]

When guest Paul Scott was on the 2GreenEnergy Report recently, I asked him about the organization he co-founded: Plug-In America.

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PhotobucketIn response to my piece about the EV adoption curve in New York City, Josh Levin writes:

Eighty percent of the adults who live in Manhattan do not own motor vehicles, and rely on buses, subway, taxis to get around — plus their own two feet … Manhattan is a rather atypical place. My guess is that only 1-2% of the US population lives in Manhattan or similar center-city areas.

Thanks for writing, Josh. You’re certainly right that Manhattan is atypical re: the issues facing car drivers. Every few years, I’ve been unlucky enough to find myself driving a car in The City that I love — but the driving climate that I royally hate.  And yes, with the traffic, the parking prices, the super-aggressive pedestrians and bicyclists, the taxi drivers from hell, ultra-complex signs and rules, rudeness, double and triple parking — they have FAR bigger driving challenges than transitioning from ICEs to EVs.

To me, the EV slam-dunks of the world are places like Bermuda (thus my team’s concentration on bringing EVs there): low speeds, short drives, narrow roads, great incentives, ridiculously high gas prices, and an eco-sensitive and wealthy population. As I joke with my friends, if I fail with EVs there, I’m jumping off a bridge.

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PhotobucketOccasionally I like to write a short piece that offers my viewpoints on political philosophy as it applies to sustainability, examining the nature of our moral obligations to our fellow human beings. To what degree do our ethical sensibilities call upon us to behave in ways that respect the welfare of other people – both those currently inhabiting the Earth, and those as yet unborn?

Let’s start with the notion that we should love our neighbors as ourselves, and that we should treat other people as we ourselves like to be treated — both concepts that have come through the millennia essentially untarnished. Yet while I don’t object to these as moral goals, I point out that they are wildly out of kilter with the actual day-to-day behavior of the vast majority of people – not to mention the institutions on this planet.
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[youtube=http://www.youtube.com/watch?v=hIup3ZoX_rA&w=445&h=364]

Here’s another in a series of interview snipets that I conducted with Paul Scott, vice president and co-founder of Plug-In America. Here, we discuss the concept that the big oil companies will fight electric transportation to the death.

Full 30-minute show on electric transportation here.

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