I think the difference in viewpoints is not about understanding the technology, but rather the rate of proliferation of the technology. I don't disagree with a lot of what you and [MENTION=396]Mike K[/MENTION] are saying, but my difference is the speed of adoption and advance of improvements that keep people from buying electric vehicles (range, charging, etc.) . Mike said that the ICE is on life support and my viewpoint differs in that timeline. I think the ICE has 20-30 years globally before EV sales become the majority.
What's stopping it? 20 - 30 years before ICE doesn't represent the majority of sales? I'd say it's closer to 5.
We're at the inflection point right now and the thing is it's all so obvious. You don't need to be a super-genius to see it. We all seem to agree that once we've reached parity it's lights out for ICE and that's the only point I'm making when I say ICE is dead. It's dead technology. You could improve it by a factor of ten and you'd never be able to eliminate it's shortcomings and there will be no breakthrough that suddenly makes it cheaper to manufacture. So since we all seem to agree that once we've reached parity ICE is dead, it seems all we disagree on is when that's going to happen and that's the easy part.
Assume no new interest in battery technology, which isn't realistic at all but let's assume that's the case. We can assume ICE drivetrains are not only not getting cheaper to manufacture but are getting modestly more expensive. So right off the bat you can see that ICE drivetrains have flatlined in terms of costs and are actually starting to increase in recent years whereas electric drivetrains continue to follow their trajectory downward with no signs of stopping. Not only will they get cheaper; they'll get a lot cheaper. You can do the same with charging, the same with charge speeds, the same with range, etc. Any metric naysayers cling to as the one that needs to be overcome before mass adoption is already relatively close to parity and is following a trajectory that will put it beyond parity very soon.
At that point who will buy ICE vehicles? Nobody but enthusiasts. The transition will happen faster than anyone thinks because very suddenly it won't make any sense to buy an internal combustion vehicle. But you won't even have that choice for long because once it does hit price parity, it won't make sense for these for-profit companies to make less efficient powertrains with thousands of parts that they have to warranty.
So again, the argument is when do we hit parity and I think very conservatively you're looking at just a few years. My guess is within 5 years electric is capturing at least 50% of the major automotive markets and almost all of the short haul new purchases (buses, UPS trucks, etc). It will trickle down as it is now with the last segments to switch over being the ultra-cheap economy cars. And to be clear, I'm not saying 50% of the cars on the road; I'm saying new sales. UPS probably isn't going to ditch a bunch of 2 - 3 year old trucks to buy new electric trucks but they'll buy them as older trucks come up for replacement.
To be clear though, 100% ICE is dead. Stick a fork in it. It's gone. Electrification is 100% the future. In my opinion the only thing you could debate there is the power source. Maybe there's some huge breakthrough there, maybe not. Maybe in 30 years we'll all be driving around electric cars with tiny fusion reactors for the power source but they will 100% be electric cars, not shitty old complicated internal combustion engines. I'm as much of an enthusiast as anyone else here but come on... In the grand scope of things ICE is such a relic now and it will only become more apparent with time.
Save this post. Print it and stick it on your fridge and if in 5 years I'm more wrong than I am right, you can shame me. I won't be though.