this post was submitted on 15 Aug 2026
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Wait, is your claim still that EVs will form a significant portion of the grid? I thought that trope died sometime around 2020 when it was obvious that Elon is a megalomaniac.
Industries need massive amounts of energy, and reducing emissions necessitates a significant increase in electricity use (e.g. hydrogen synthesis which is required for many processes to go green is very energy intensive). EVs just aren't going to feed that. Lithium batteries won't feed that.
If we figure this out with batteries, it's likely going to be sodium or some other storage method. So far large-scale storage methods have been utterly underwhelming and it often borders on sci fi.
Here's the thing. I want to reduce carbon emissions now, not in 30 years. That means fusion is not under consideration, and it means that we need way more electricity. Solar and wind are, as you pointed out, cheap ways to add electricity to the grid, but there's a reason why no grid runs solely on solar and wind for any meaningful amount of time, and that's because it's not physically possible. There's not enough lithium on this planet to realize that fantasy. Sodium, yes.
So until we actually have an example of energy storage that can deliver to keep steel works and factories going, and that can scale, I'm gonna call bullshit.
China is over 60% car sales as EV share. Massive battery capacity just from EVs available, from an auto market 5x the size of the US. LFP continues to have advantages over Sodium Ion (that needs vanadium to be "useful competitor), and lithium is abundant.
False but the only path forward is not thinking you must nuke all other energy from orbit and turn a switch. Path forward is ever more renewables additions, and using existing infrastructure as backup/winter generation. Getting to 100% renewables is a journey. More and more renewable additions every year. Not a "impossible because it is not current reality" conclusion.