Semi-OT:
TLDR: Germany is continuing to do everything in its power to not commit to EVs.
This post was motivated by my deep frustration with the disinformation being spread around and wanting to provide you with more insights about one of the biggest car markets worldwide: Germany.
Three days ago, the Frauenhofer Institute for Solar-Energy released a new
report comparing the lifecycle CO2 impact of battery-electric vehicles vs. hydrogen vehicles. The Frauenhofer Society is the
'biggest organization for applied research and development services in Europe' - its significance, especially in Germany, cannot be understated.
The conclusion of the report is that for vehicles with a battery of up to 45 kWh, electric vehicles are better for the environment. If the battery is larger than that, this effect reverses. Skimming through the report, I noticed some very weird assumptions:
1) They assume a lifecycle of 150,000km. As we all know, Tesla's batteries easily last a lot longer than that. Just recently, someone passed the 900,000km mark and they apparently only swapped out the battery once.
2) They ignore that a battery has a use case after being used in a car. Stationary storage is an excellent way to make the most out of the used resources.
3) They make some, in my opinion, questionable assumptions about the energy density of battery cells and packs in the future:
link removed because it was corrupted - mod
Technologies such as Maxwell should accelerate the development of energy density further than what is displayed here. Maxwell already validated 300 Wh/kg and has a path to 500 Wh/kg, so the 2030 case seems off to me.
Some caveats:
I have to be honest and say that I do not follow the development of hydrogen fuel cells as closely as I follow the electric vehicle development. Therefore, I cannot evaluate the assumptions they use for hydrogen vehicles.
This study was, of course, immediately picked up by some news outlets. Some examples of how it was reported:
-
Süddeutsche Zeitung (highly respected newspaper) writes: 'And the recent findings [about hydrogen cells] will not amuse Elon Musk'
-
taz uses the headline: 'Hydrogen fuell cell beats Tesla'
- Other smaller outlets reported on it; it got a lot less coverage than I would normally expect from such news. I'm showing these examples as the German news media loves to use every opportunity to bash Tesla and/or Elon Musk.
Fun fact: the study was commissioned by H2 Mobility, a consortium of gas firms (Air Liquide, Linde), Daimler, and gas stations (OMV, Shell, Total). I cannot/don't want to believe that that there is a causality - Frauenhofer Institue is of such high reputation - but still, this seems very odd.
The study then suggests to conduct more research in regards to fuel cells and synthetic fuel. It also concludes that
fuel cells and battery electric vehicles perfectly complement each other (as shown by the different CO2 impact depending on the needed range).
Why am I highlighting this conclusion? This fits exactly to the current trend that can be observed in Germany. There's a strong emphasis on "Technologieoffenheit" (openness to technology).
Germany is doing everything it can to not fully commit to electric vehicles.
Some examples:
- BMW and Daimler are very
upset with VW's strong lobbying effort to stop Diesel and advance electric mobility
- Politicians keep on stressing that we have to be open to new technologies:
- The liberal party FDP released a
statement today stressing that we cannot focus on e-mobility
- The biggest party (CDU & CSU) wants to focus on synthetic fuel instead of electricity in order to
'keep the competitive edge'
- The main channel (ARD) of our public broadcasting network recently released a whole
documentary where they spread misinformation about EVs (e.g. they cited the infamous Swedish study).
One last tidbit: There was recent political conference with the title
'the future of the automotive industry' There, the three ministers of the states where VW, BMW, and Daimler are located, were asked whether there is just a single topic where they do not agree with the strategy of the respective auto OEMs.
The politicians weren't able to come up with a single thing where they did not agree with the OEMs.
In conclusion: Unfortunately, I do believe that
Germany will severely lag behind regarding EV adoption and I'd model Tesla's impact here accordingly. Sorry for the long post, I hope it at least provided you with some new information.