this post was submitted on 20 Nov 2023
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My perspective...in the US, EVs are at the tipping point of displacing ICE on cost and practicality. Battery research plus scale production of batteries will only push that forward from here. Average car in the US is ~13 years old. If we're looking out 15 years to the entire US fleet of cars transitioning to EV, that's a staggering change in energy delivery...largely paid by joe six-pack buying their next car. More on that in a minute.
I have no idea where battery recycling/reuse will end up, or whether vehicle/grid storage will play out, but I am fairly confident that there is economic value that will be extracted at the end of the car's lifespan or the battery pack's lifespan in that car. So...joe six-pack's rational big battery EV purchase today not only completely rewrites US energy consumption in the next decade, it bought enough grid storage to meaningfully push through intermittency concerns of renewables.
Meanwhile, in my area of the country that has extensive mass transit networks, the outlook is bleak. My state subsidizes mass transit that primarily takes residents to another state for work, where they pay taxes to the other state, then primarily consume services in the home state. The federal government takes way more in taxes than it sends back to the state in support or services. Occasionally, federal democrats take control and send a bone, that gets yanked as soon as Republicans are back in. My state and the public transit agency get starved, service diminished, more cars. Rationally, the other state should contribute some of those tax collections to my state's mass transit, for efficiency, fairness, and to keep cars off the road, right? Instead, the other state imposed a gas tax that it refuses to apply to supporting transit agencies in surrounding states that send workers.
I don't see things getting better for mass transit in my neck of the woods. Big battery EV adoption might not be ideal, but at least it drives decarbonization and convinces masses of unsuspecting people to fund batteries that have lasting value.