Green Revolution through EV - or false alert?

Key Takeaways

• I am of the opinion EV is over hyped and the buying public do not fully understand either the true carbon footprint or the practical realities regarding the provision of power

Catalysts

• How knowledgeable are buyers of EV's about the true carbon footprint to produce an EV?
• Will the discovery and reality of the actual manufacturing carbon footprint make them change their mind and therefore reduce demand?
• Most likely, EV owners will charge their car with power from the grid. Do they know which fuel or fuel mix generated this power and the implications on the carbon footprint? Do they care? If yes, demand will decrease
• Realisation on limited charging infrastructure and hence, range of vehicle.

Assumptions

• Power to support Data center's may well take precedent over individuals if the mega IT Companies contractually lock up power supply
• Power shortages kills demand for EV's

Risks

• Geopolitical interference citing anti competitive behaviour. (Since first writing this we know see high tariffs introduced by USA and EU)
• Development of alternate fuel for vehicles e.g. hydrogen fuel cells
• Renaissance of hybrid vehicles. Why has Toyota, for many years the largest maker of automobiles, not produced EV's and stuck with their hybrid strategy?
• Failure of grid infrastructure due to lack of investment, particularly true in the USA

Valuation

• Company over priced against my share purchase entry point. Likely, due to over excitement on EV's versus practical realities regarding charging infrastructure support and full understanding of environmental impacts (carbon footprint)