Memph
Active Member
Some of my thoughts.
I think AEV maintenance costs are being underestimated. In my personal experience, a lot of the maintenance related issues are not related to moving parts in the motor/drive-train but to electronic components and rust, both of which would probably still affect AEVs. Also last time I checked electric car batteries needed to be replaced relatively often and at a relatively high price, which can also be considered a maintenance cost, although I understand that this cost will decrease.
Renewable energy is cheap in some areas, but less so in others. Solar is currently cheap in the American Southwest and wind is cheap in the Great Plains, but in other areas it's not as cost-effective yet. But being able to store excess energy during windy/sunny days will be useful. However, a lot of that variation is seasonal, although fortunately wind and solar at least sort of balance each other out in Ontario, since winters are more windy and summers are more sunny. Does anyone know if that's true in other regions?
Anyways, you need to look at how long the excess energy from renewables can be stored during windy/sunny periods. Lets say it's 3 days, then you need to look at the 3 day moving average of solar + wind power potential and find what times of the year have the weakest potential. Then see how much it costs to produce the necessary electricity during that period. If you're producing more electricity during other times of year/seasons that will most likely just be wasted unfortunately. I guess the good thing is that I'm pretty sure solar and wind power is easier to turn-off when it's not needed (unlike nuclear which you can't turn off). The electric grid can't handle excess electricity (in case anyone didn't already know that) so if you can't increase consumption enough, you need to turn stuff off.
So far, I'm not seeing any signs of an explosion in wind/solar capacity in Canada, in fact the new installed capacity seems to have been slowing in the last few years, but ok, lets say that between solar/wind, nuclear, hydroelectric and gas, we're able to handle the AEV needs.
The next question is can we provide the necessary raw materials needed to produce such massive amounts of batteries. We were able to very quickly switch over from certain technologies because the main "inputs" were things like artificial intelligence that don't require an increase in consumption of new resources. EV batteries on the other hand do require enough minerals to produce that it could significantly spike demand for minerals and could cause them to increase in price significantly with mass adoption of EVs, so that could put a significant damper on our abilities to reduce the cost of these batteries (or even maintain them at where they are). In fact, even the rather low adoption of EVs that we have currently is already causing some difficulties. The availability of the necessary minerals is definitely not something that should be taken for granted, and I think finding ways to make the batteries recyclable/refurbishable will be very important in the long term. Short term though, even if EV batteries get fully recycled after reaching the end of their useful life, there aren't anywhere near enough of them in the system, so production of the raw materials will still need to be significantly increased.
I think AEV maintenance costs are being underestimated. In my personal experience, a lot of the maintenance related issues are not related to moving parts in the motor/drive-train but to electronic components and rust, both of which would probably still affect AEVs. Also last time I checked electric car batteries needed to be replaced relatively often and at a relatively high price, which can also be considered a maintenance cost, although I understand that this cost will decrease.
Renewable energy is cheap in some areas, but less so in others. Solar is currently cheap in the American Southwest and wind is cheap in the Great Plains, but in other areas it's not as cost-effective yet. But being able to store excess energy during windy/sunny days will be useful. However, a lot of that variation is seasonal, although fortunately wind and solar at least sort of balance each other out in Ontario, since winters are more windy and summers are more sunny. Does anyone know if that's true in other regions?
Anyways, you need to look at how long the excess energy from renewables can be stored during windy/sunny periods. Lets say it's 3 days, then you need to look at the 3 day moving average of solar + wind power potential and find what times of the year have the weakest potential. Then see how much it costs to produce the necessary electricity during that period. If you're producing more electricity during other times of year/seasons that will most likely just be wasted unfortunately. I guess the good thing is that I'm pretty sure solar and wind power is easier to turn-off when it's not needed (unlike nuclear which you can't turn off). The electric grid can't handle excess electricity (in case anyone didn't already know that) so if you can't increase consumption enough, you need to turn stuff off.
So far, I'm not seeing any signs of an explosion in wind/solar capacity in Canada, in fact the new installed capacity seems to have been slowing in the last few years, but ok, lets say that between solar/wind, nuclear, hydroelectric and gas, we're able to handle the AEV needs.
The next question is can we provide the necessary raw materials needed to produce such massive amounts of batteries. We were able to very quickly switch over from certain technologies because the main "inputs" were things like artificial intelligence that don't require an increase in consumption of new resources. EV batteries on the other hand do require enough minerals to produce that it could significantly spike demand for minerals and could cause them to increase in price significantly with mass adoption of EVs, so that could put a significant damper on our abilities to reduce the cost of these batteries (or even maintain them at where they are). In fact, even the rather low adoption of EVs that we have currently is already causing some difficulties. The availability of the necessary minerals is definitely not something that should be taken for granted, and I think finding ways to make the batteries recyclable/refurbishable will be very important in the long term. Short term though, even if EV batteries get fully recycled after reaching the end of their useful life, there aren't anywhere near enough of them in the system, so production of the raw materials will still need to be significantly increased.