Adam Rozencwajg: Will EVs Succeed? Efficiency, Emissions and a Potential Catalyst

Рет қаралды 4,535

Күн бұрын

Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg of Goehring & Rozencwajg weighs in, sharing his thoughts on EV energy efficiency and CO2 savings.
"When we put it all together, there was really very little doubt in our minds that the total energy - we're talking cradle to grave - of an EV was far greater than an internal combustion engine. And I think that's ultimately why we're starting to see these EVs begin to pile up on lots, that's why we're ultimately continuing to see subsidies be necessary in order to incentivize people to switch to EVs," he said.
#Investing #Mining #ElectricVehicles
0:00 - Intro
0:29 - How energy-efficient are EVs?
9:52 - Do EVs reduce carbon emissions?
18:35 - Outlook for EV penetration
23:39 - EVs and zero-carbon mining
27:26 - Impact on battery metals
32:36 - Response to Adam's EV ideas
36:39 - What else are we getting wrong?
42:23 - Era of cheap energy is over
44:48 - Outro
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Пікірлер: 24

@InvestingNews 2 ай бұрын

🛑Don't forget to like and subscribe to our KZfaq channel!

@DavidM2002 Ай бұрын

Adam's and his firm's quarterly reports are fascinating.

@wm.scottpappert9869 22 күн бұрын

Excellent discussion with sane analysis from Rozencwajj .. also very sobering realities that both fortunately and unfortunately elude to the consequences of 'natural' experiments bereft of solid science. Charlotte Mcleod .. if your firm has not already interviewed Doomberg (the now famous green chicken), might want to consider. Their team is at the forefront along with Adam's firm in a line of important truth in science tellers that are necessary to help reshape our global energy issues debates ! Very good interviewing here ...

@dansjolseth3454 Ай бұрын

This is very helpful to put efficiency around the ICE vs EV question. I'm going to have my greenie grandsons view and discuss with me. This will help balance the greenwashing they are subject to in middle school.

@gunnarkaestle Ай бұрын

Talk with him about peak oil as well. Please be aware conventional oil production has stopped growing in 2005, and only the fracking wonder helped to meet the rising demand. And if you look at total numbers (conventional and non-conventional oil), peak production was in 2018 (so far). It has not resumed since the COVID depression. By the way, today we consume 30 billion barrel oil per year, but only find new oil fields for replentish about 3 billion barrel per year. With what kind of fuel do you want to fill up your ICE car in 20 years?

@rickfool1452 2 ай бұрын

One sane voice in a sea of insanity

@estherV4N3V9 2 ай бұрын

Rosenzweig is such a nice last name!

@BrendanMatheson-mc6eg Ай бұрын

anybody know the name of the Battery book he mentions?

@Supermezzman Ай бұрын

Great interview

@gunnarkaestle Ай бұрын

I wonder how quickly engineers and chemists will find a way to produce batteries without the need of cooking away large amounts of water away into vapour.

@gunnarkaestle Ай бұрын

21:40 _"Do we see a battery breakthrough on the horizon?"_ What's with Sodium based batteries? NaCl is widely available, whereas Lithium is much scarcier to equip the global fleet of 1.2 billion passenger cars with a mobile battery storage system.

@cooljingmoney 2 ай бұрын

atmosphere needs more not less carbon

@vansnyder6431 Ай бұрын

Read Patrick Moore's description of how Gaia is committing suicide, and what the Industrial Age is doing to delay it, at fcpp.org/wp-content/uploads/2016/06/Moore-Positive-Impact-of-Human-CO2-Emissions.pdf

@greglinton329 Ай бұрын

No one dare mentions the ice age prevented by agricultural inputs beginning 6000 years ago.

@gunnarkaestle Ай бұрын

@@greglinton329 agricultural inputs ?

@noitalfed Ай бұрын

As a city dweller EVs do provide less toxic emissions. I live .9 km from a major highway to the downtown business center.

@greglinton329 Ай бұрын

Let’s not forget where your charging current came from and the toxic emissions the power provider produces. Rare examples of home rooftop PV installations in sunny areas can be ignored for comparison purposes.

@vansnyder6431 Ай бұрын

Exporting pollution isn't the same thing as reducing pollution.

@vansnyder6431 Ай бұрын

@@greglinton329 And they don't provide much output when you get home from work a few minutes before dark.

@stevejackson7594 24 күн бұрын

One little known fact about EVs (at least Tesla). They do not have a neutral gear. If there is a road situation, you need a dolly to lift up the rear end as the rear wheels so not roll.

@bennylava8717 Ай бұрын

adam didn't account for the swamp gas from flooded valley to create the hydro dam. Swamp gas, CO, CH4, H2S are super GHG, that get emitted daily for decades until all the organic matters in the flooded valley decomposed

@cooljingmoney Ай бұрын

decomposition happens with or without the dam

@pistolpete65over Ай бұрын

There is nothing like math. Incontrovertible reasoned proof that the EV "revolution" is good for a few who profit from pereptuating the efficiency myth of electric vehicles.