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The more people use EVs in the real world, the more the flaws of the system are apparent.
H2 is the only thing I can see being comparable to modern life.
https://twitter.com/LolaHumphrey19/status/1421520754206707717?s=19
Yh its annoying that pay day is Friday. I dont care what the markets say today bc in 5 years time all these prices will seem so cheap I won't matter. But like you say Smith the future is v bright. This G7 meeting should be good too
Bc when you charge at home thats good but your range is limited. If you were going cross country you would need to charge enroute and if they become more popular it means joining the back of the a long line.
If we all moved to EVs we would crash the existing infrastructure
This is the main reason why I can see the EV market effectively eating its self. The demand will outstrip supply massively. I can see the Tesla battery day announcements of tabless batteries making a big impact though. That new tech would decrease to charging time to minutes. It does however rely on technology that doesn't even exist yet.
Either way I think the market will react to emerging stories similar to this video and it will massively put people off. The H2 tanks and fuel cells are the smallest change from what people are used to and imo ppl will demand 5mim fuel stops and away cross country.
The market will probably be a blend of all new techs. But I doubt the main market share will be EVs
DAX was strong today
https://www.tradegate.de/orderbuch.php?lang=en&isin=GB00B0130H42
I'm Topping up. Not just bc of this video. But there are serious flaws in EVs. I think motive will provide legitimate solutions and a more realistic product. There is a place for ev but you can't have everyone owning them
I think there is definitely a place for blue H2 at the beginning of the transition. Its relatively cheap and you can get the adequate volume but CCS is a problem long term. GC talks about the main plan being capture the CO2 and store it under ground under the North Sea. As he says every year it will become less attractive insurance wise as the liability becomes more risky. But one the renewable power sources increase in volume and efficiency and the scale of electrolysis increases ot would make sense to move away from twin track and more towards green. Is it just me or would that make sense?
If it does make sense then it means Boris will prob do something completely different.
GL today