I don't think we can say never. Tomorrow, or fifty years from now, someone could invent a panel that converts 100 times more solar energy than current panels. That would be a game changer. Suddenly, EVs could be self charging, with no need for grid improvements, charging stations, or any...
The difference: Zeihan is making an argument which is relevant to the discussion; it's largely the same the argument I'm making, and that some others in this thread have made. I'm using his considerable, macro economic expertise (something people pay him a lot of money for, based on the quality...
The Colorado comment he makes is part of a broader argument he's made in several videos that EVs can work to their original promise, if they are used in regions where the majority of electricity comes from solar and wind.
A Gulfstream jet is not a replacement for SST. You are arguing bus vs...
Oh, I don't know. I think publishing books, 730K youtube subscribers, getting paid tens of thousands of dollars per hour for speaking engagements by industry trade groups, government agencies, and foreign governments puts him a smidge ahead of the average ODT'r in terms of opinion gravitas.
You can't see the forest through the trees. It's the same issue: SST commercial air travel never achieved critical mass because they couldn't overcome the economic issues, which were directly related to the physics of how SSTs work.
The same types of issues are looming for EVs. Raw materials...
Some would argue the EV marketplace is currently transmitting a message matching your first point.
For you to argue that people don't want to complete air travel three times faster, wherever they are going, and that it's not a universally appealing trait, is silly. Supersonic flight offered an...
I never mentioned Colorado.
Do you disagree with my argument that the Concord, despite it's technological brilliance, was doomed by physical and economic reality?
His product is insights. He produces them in book, audio and video form.
Some All people who make and invent things run the gamut of human qualities. And Elon is a plus-human being, and a towering giant of inventors/engineers. But being an expert in electric car design and manufacturing...
I'm a big Elon fan. However, "but Elon!!!" is not good argument that everyone else is wrong or bereft of wisdom or insight.
Peter Zeihan is a macro-economics/geopolitics thinker. Several best sellers along those lines to his credit. A highly sought after speaker and consultant...
Fifty+ years ago, when the Concorde SST hit the market, everyone thought that was the beginning of the end of traditional, subsonic passenger jet travel. Made perfect sense: Who would want to get on a plane for 6 hours to travel 3000 miles, when you could get on a plane for 2 hours to travel...
'zactly.
When charging stations are as ubiquitous and convenient as gas pumps, there is no shortage of grid or generating capacity, and electric vehicles tasked with heavy capacity hauling duties work as well as liquid fuel powered vehicles, why not?
Electric will be an easy choice then. If...
Don't know who/how they got that number, but most likely it was taking all of their capital investment in E vehicles, without accounting for amortization. New plant build. New battery campus. Etc.