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re: Electric Vehicles- The Good, The bad

Posted on 9/19/21 at 3:31 pm to
Posted by Grassy1
Member since Oct 2009
7321 posts
Posted on 9/19/21 at 3:31 pm to
quote:

I don't think we will replace lithium within 10 years, but I do think/hope we will be sourcing it from the oceans by then and I believe recycling will be more viable.



I'd be curious to hear your opinion of Standard Lithium's direct lithium extraction technology project in South Arkansas. Extracting lithium from brine at a plant (Lanxess) that currently extracts bromine as their primary business.

There's a lengthy and busy thread on the Money Talk board regarding their stock. Again, we'd welcome your opinion of the situation.

Diving Deeper into Standard Lithium (on the MT Board)

Posted by Korkstand
Member since Nov 2003
29000 posts
Posted on 9/19/21 at 4:43 pm to
I haven't looked into it much, definitely not as much as the MT guys. I just know that there is much more lithium out there than we will ever need, and that people are working on making it cheaper and easier to extract from bodies of water.


As I mentioned before, energy is everything and everything is energy. Energy is critical to every single part of the world and its economies. Relying so heavily on fossil fuels limits our possibilities and growth potential. EVs, renewables, energy storage, and the peripheral techs that drive all of those are on the verge of taking us through a new industrial revolution.

Fossil fuels are limiting because each and every unit of energy that we require has that unit cost of the fuel built in. That cost is unavoidable and we have limited control over it. Wind, solar, geothermal, etc don't have fuel costs.

Expensive energy is a drag on the economy, and cheap energy is a boost. Renewables have the potential to undercut fossil fuels by a lot. I hope we can beat China and be the leader driving this upcoming energy revolution.
Posted by Grassy1
Member since Oct 2009
7321 posts
Posted on 9/19/21 at 5:28 pm to
Fair enough.

You might want to take a glance. Again, opinions are welcome.

Posted by Stadium Rat
Metairie
Member since Jul 2004
9868 posts
Posted on 9/19/21 at 7:50 pm to
I'm all in favor of switching to EVs, but what would be happening right now in South Louisiana if everybody had only electric vehicles?

Without a robust power grid, where would people get their recharge? Solar might help, but I doubt it would be the solution in a post-storm world.
Posted by Korkstand
Member since Nov 2003
29000 posts
Posted on 9/19/21 at 8:10 pm to
EV adoption will drive the grid storage industry. The grid storage industry will deliver a more robust power grid, a decentralized one.

Grid storage will make solar, wind, and other intermittent power sources more viable. And some of these technologies, especially solar, scale from pocket sized on up to gigawatt power plant sized. And once installed on premises, you don't have to rely on supply lines and transportation infrastructure to keep you fueled up.

A lot of people live off-grid already, and they do it with solar. I think in 20 or 30 years a lot of homes will be off-grid capable, and a grid full of off-grid capable homes will be very robust. They will hardly flinch when a big storm comes through.
Posted by Boudinbaw
Member since Jan 2020
84 posts
Posted on 9/19/21 at 9:07 pm to
Interesting comments, are you in the industry?
Could you provide some resources you use for info? primers, newssites, etc.
Posted by Korkstand
Member since Nov 2003
29000 posts
Posted on 9/19/21 at 10:10 pm to
I'm not in the industry, I just have an interest. I don't have any particular resources either, I just search when I get the itch.

Not to get too political (and I had an interest in the tech beforehand), but all of the supply chain issues due to covid and weather events and everything else has really opened my eyes to how fragile our industries are. And energy is at the heart of absolutely everything, so I think diversifying our energy sources will unlock a lot of innovation in every industry.

Just focusing on transportation, with such heavy reliance on oil the cost of everything depends on the price of oil. Your individual transportation costs depend on it. The cost of shipping depends on it. The cost of electricity depends on it. And all of these costs depend on the whims of not only our government, but governments around the world. Supplies can be cut off, costs can explode, and everything can grind to a halt. So just moving to EVs diversifies our transportation energy sources. It can come from fossil fuels, or it can come from the sun, or the wind, or the tides, or heat from underground, or whatever else we may be able to exploit. Diversification stabilizes.

Then at the individual level, EVs and energy storage and renewables enable self-sufficiency and the freedom that comes with that. I could never own and operate the land and equipment required to source my own oil and produce my own fuel. But I can, and will, own and operate my own equipment to produce my own electricity and power my own vehicle.
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