To make electric vehicle batteries, China must be involved

For The New York Times, Agnes Chang and Keith Bradsher ask if it’s possible for the world to make EV batteries without China. Going over manufacturing and the materials involved, it looks like probably not:

Experts say it is next to impossible for any other country to become self-reliant in the battery supply chain, no matter if it has cheaper labor or finds other global partners. Companies anywhere in the world will look to form partnerships with Chinese manufacturers to enter or expand in the industry.

I appreciate the illustrative nature of these charts.

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Switching to electric school buses

For Bloomberg, Zahra Hirji and Denise Lu on the electrification of the national school bus fleet:

Most school buses today run on diesel. The climate footprint of a diesel school bus is about 3.3 pounds of carbon dioxide equivalent (CO2e) per mile, more than double the per-mile footprint (roughly 1.5 pounds of CO2e) for a bus powered on the average US electric grid, according to Argonne National Laboratory. If a large share of the American school bus fleet — the largest mass transportation system in the country — electrifies, that would translate to a significant emissions cut.

They used a LEGO school bus to show how a diesel school bus is retrofitted as an electric one, which is a plus in my book.

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Increasing range of electric vehicles

Hannah Ritchie compared electric vehicle range over the years:

The median range of EVs has increased 3.5-fold since 2011. You can see the median increasing as the red line shifts further to the right. The mid-range car in 2011 was the Nissan Leaf, where you could get 73 miles on a single charge. In 2022 this was the Chevrolet Bolt, at 247 miles.

Each line represents a vehicle type, and the red lines indicate the median range. The distributions expand and shift towards longer range.

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EV charging road trip

We hear about electric vehicles being the future, but for that to happen, people eventually need to be able to drive long distances without getting stranded. For Bloomberg Green, Kyle Stock and Jeremy C.F. Lin frame this in the context of American summer road trip. If you drive a non-Tesla EV, you’re going to run into some challenges.

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Improving electric vehicle adoption rates

Gas-powered vehicles contribute a big part of total carbon production, so to get to carbon neutral, it’s essential that electrical vehicles eventually replace what’s on the road now. For Reuters, Feilding Cage, with illustrations by Samuel Granados, explains the challenges for wide adoption to actually happen in the United States.

The vehicles-on-the-road illustration to show percentages is a good mental link between data and reality. It reminds me of the vehicle recall visualization from NYT a while back.

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Car cost vs. emissions

Based on estimates from the MIT Trancik Lab, The New York Times plotted average carbon dioxide emissions against average cost per month for electric, hybrid, and gas vehicles. Each dot represents a vehicle type. While electric vehicles cost more upfront, the lower maintenance and electric costs make up the difference in the long run.

The chart above only shows vehicles that retail for $55,000 or less, but you can see more vehicles in the original version.

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