October 13 2008 / by Garry Golden
Category: Energy Year: 2014 Rating: 9 Hot
What if we are being too cynical about China’s eco-future in the transportation sector?
Imagine a future in which China is the secret to moving the world’s auto fleet beyond liquid fuels and the combustion engine.
If they can master electron storage systems of advanced batteries, fuel cells and capacitors- they might surprise the world!
Warren Buffet thinks so. The Oracle of Omaha recently invested $233 into Chinese battery and electric vehicle maker BYD.
Now, we are hearing a similar message from other electrical storage system giants who are needed to transform our global auto fleet. A recent Economic Times article China seen as potential electric car hub describes a vision of Johnson Controls where China changes its course to accelerate adoption of electric vehicles powered by batteries, fuel cells and capacitors.
Buffet and Johnson Controls see China’s natural advantages:
-Fewer ‘legacy’ issues of existing infrastructure and embedded interests
-Top down policy control to accelerate changes around infrastructure
-Chinese leaders see cleantech as a growth industry, especially around energy storage and electric motor propulsion systems
-Small cars & scooters are the most likely candidates for electric propulsion systems. China (and India) are prime candidates
- A geopolitical desire to avoid issues of oil’s biggest problem. Lack of substitutability. Oil is the perfect fuel, but you can’t put coal or solar or nuclear into a liquid gas tank*. Electricity and hydrogen can be produced by any energy resource.
Of course, electric vehicles are not entirely ‘clean’ and certainly lead to suburban expansion and loss of rural lands. But the trade offs and consequences of doing nothing are hard to challenge. China’s urban areas would benefit from the removal of millions of uncontrolled polluting vehicles.
Even if electricity production came from coal, it is easier to control carbon emissions at a single point power plant rather than individual cars. And China’s industrial strength is powerful enough to change the direction of electric storage companies as well as automakers.
[Oil is the perfect fuel, but you can’t put coal or solar or nuclear into a liquid gas tank* -Technically you can convert coal to liquids; solar to hydrogen for combustion engines.]