Why electric cars will soon displace petrol cars (and some general thoughts on the significance of non-disruptive technology)

I have been keeping half an eye out for a piece of writing that summarises how, and why, electric cars have been on the up-and-up, and today such a piece presented itself to me, by Justin Rowlatt, the BBC’s Chief environment correspondent:

The first crude electric car was developed by the Scottish inventor Robert Anderson in the 1830s.

But it is only in the last few years that the technology has been available at the kind of prices that make it competitive.

The former Top Gear presenter and used car dealer Quentin Willson should know. He’s been driving electric vehicles for well over a decade.

He test-drove General Motors’ now infamous EV1 20 years ago. It cost a billion dollars to develop but was considered a dud by GM, which crushed all but a handful of the 1,000 or so vehicles it produced.

The EV1’s range was dreadful – about 50 miles for a normal driver – but Mr Willson was won over. “I remember thinking this is the future,” he told me.

He says he will never forget the disdain that radiated from fellow Top Gear presenter Jeremy Clarkson when he showed him his first electric car, a Citroen C-Zero, a decade later.

“It was just completely: ‘You have done the most unspeakable thing and you have disgraced us all. Leave!’,” he says. Though he now concedes that you couldn’t have the heater on in the car because it decimated the range.

How things have changed. Mr Willson says he has no range anxiety with his latest electric car, a Tesla Model 3.

He says it will do almost 300 miles on a single charge and accelerates from 0-60 in 3.1 seconds.

“It is supremely comfortable, it’s airy, it’s bright. It’s just a complete joy. And I would unequivocally say to you now that I would never ever go back.”

We’ve seen massive improvements in the motors that drive electric vehicles, the computers that control them, charging systems and car design.

But the sea-change in performance Mr Willson has experienced is largely possible because of the improvements in the non-beating heart of the vehicles, the battery.

The most striking change is in prices.

Just a decade ago, it cost $1,000 per kilowatt hour of battery power, says Madeline Tyson, of the US-based clean energy research group, RMI. Now it is nudging $100 (£71).

That is reckoned to be the point at which they start to become cheaper to buy than equivalent internal combustion vehicles.

But, says Ms Tyson, when you factor in the cost of fuel and servicing – EVs need much less of that – many EVs are already cheaper than the petrol or diesel alternative.

At the same time energy density – how much power you can pack into each battery – continues to rise.

They are lasting longer too.

Last year the world’s first battery capable of powering a car for a million miles was unveiled by the Chinese battery maker, CATL.

Companies that run big fleets of cars like Uber and Lyft are leading the switchover, because the savings are greatest for cars with high mileage.

But, says Ms Tyson, as prices continue to tumble, retail customers will follow soon.

How fast will it happen?

The answer is very fast.

It’s not just a question of price, although too high a price for a new technology is of course a deal breaker. Equally important is that because of all these recent discoveries and improvements, electric cars will no longer be a disruptive technology. They will fit right into the road system we now have, without too much in the way of expensive infrastructure (think petrol stations), which means, crucially, that as each individual judges that now would be a good time to make the jump, that jump can be made without fuss.

See also, robot cars. These will require infrastructural upheaval on a grand scale, hence the endless delays, with robot cars having been just about to arrive in a big way for about as long as any of us can remember. Hell, even electric scooters are a disruptive technology, because even they require a whole new network of disruptive infrastructure for them to work without constant fatalities and injuries. But these electric cars will be no harder to fit on the roads than regular cars already are.

If you’ve been paying any attention to this change, you will know that electric vehicles are, of course, already with us. If, like me, you have recently taken a taxi ride or a bus ride, and realised that stopping and starting have recently become unnaturally quiet and smooth, then you’ve already travelled in an at least partly electric vehicle, on a regular road.

When a technology arrives without half the people looking at it realising that that’s what it even is, that’s non-disruptive. Because of personal computers, a whole generation has been spouting drivel about the joys of disruptive technology, but the non-disruptive kind is far more transformative. Because, to take the example of electric cars, who knows what they will end up doing, once everyone but a few freakish petrol-headed hobbyists have bought into the basic idea. Eventually, once electric cars have entirely replaced regular cars, there will then be all sorts of disruptive consequences of that having happened, on all manner of other processes and experiences. In the longer run, historians may perhaps decide that the long term significance of electric cars was that they made it possible for cars to be properly robotised, in a non-disruptive way as far as the mere roads are concerned, step by small step, bit by bit. But all of that is still to come.

Another totally non-disruptive technology is 3D printing. Despite all the crap you may have read about 3D printing transforming everything, 3D printing is not now nor is it ever going to be transforming home or work life, the way personal computers have. 3D printing is, quite simply, a new way to make stuff, to add to all the other tricks and turns that stuff-makers have been using down the centuries. Unless you are intimately involved in manufacturing, you could have ignored this new technology completely, just as you may have been ignoring electric cars. Yet 3D printing is already huge.

Gas works before lockdown ends?

I did quite a bit of writing today, but none of it for here, today. So, quota photo time, and again, it’s photoed in the well-lit dark with my Samsung Galaxy A40 mobile phone. I don’t know if gas work is what is happening, but that’s my bet, and if that’s right there is a lot of it about. I’m guessing they don’t like big rearrangements of the gas pipes when it’s freezing cold, as it was a week or two ago, but they want to get anything they want done done, before lockdown ends. And I further guess that this, at the junction of Warwick Way and Tachbrook Street was part of it:

I’ve been seeing gas work everywhere, like in Vauxhall Bridge Road. And are those smaller orange pipes also for gas. Guess: yes. (LAGER: No. See my comment.)

While wondering what verbiage to attach to the above photo, which I like simply for artistic effect and because of that sign about social distancing, I came upon this photo I photoed quite a bit earlier, at a spot I often shop at, where Horseferry Road does its big kink, where I often do very local shopping, and where I get my hair cut:

That’s definitely gas they’re working on there, because it says so. And it also goes on about social distancing, which at least fits with the social distancing sign in the first photo.

These annoying signs are becoming my most vivid recollection of lockdown, and it’s gone on for so damn long I can still photo more of them whenever I see them, as I surely will for quite a while.

A ball point pen for eight pence!

Here are two more photos photoed with my Samsung Galaxy Something mobile phone:

I came upon these pens while seeking something else, as you do. I then took these photos because what I was seeing reminded me of a conversation I recently had with Michael Jennings about why the cameras in things like my Samsung Galaxy Something mobile phone are so good. He said that when you are ordering up the cameras for a production run of mobile phones like mine, or for an iPhone or some such thing (Michael J has the latest iPhone (with which he now takes photos like these)) you’re talking about ordering a billion of the things, literally. When you are working on that sort of scale, then the economies of scale really start to kick in. A camera which would have cost five times what the mere phone costs now, if you sold it only to photographers, now costs only a dozen or two quid for my phone, or a couple of hundred for the latest iPhone. He’s not wrong.

Research and development for dedicated cameras has pretty much stopped about five years ago. All the effort now goes into making mobile phone cameras into miracle machines, and that’s really starting to be visible in the results.

I remember thinking, when digital cameras first arrived, that in the long run, cameras would have no reason to look like old school cameras, of the sort that had film in them. But at first they all did, because that was what people felt comfortable with. But now, that long run is starting to arrive. Cameras now consist only of a screen, and what is more a screen that can do a hundred other things besides photo photos.

And the above photos illustrate this same economies-of-scale which can fund mega-research-into-making-them-even-cheaper principle in action down at the bottom of the market, where they thrash out ball point pens by the billion. One pound for a dozen of them! Like I say in the title of this, that’s hardly more than eight pence a pen. And that’s after all the transport costs and retail mark-ups and goodness knows what else have also been paid. Amazing.

Shame they can’t make food and heating and rent that cheap. The one thing that never seems to get any cheaper nowadays is energy, aka the essentials of life. Are we due another human transformation, to go beside this one, when energy gets miraculously cheaper? Nuclear? Fusion? Bring it on.

That previous kink, I recently read in one of Anton Howes‘s pieces, was maybe made to seem more abrupt than it really was by the fact that there came a moment when they finally worked out how to extract and distribute energy on a serious scale, but energy remained quite expensive, hence the sudden kink upwards in the numbers. Actually, life had been getting better for some time, and didn’t suddenly get a hundred times better, merely about three or four times times every few decades.

Meanwhile, things like absurdly good cameras and absurdly cheap ball point pens don’t show up in graphs of how much mere money everyone is chucking around. Which causes people in a country like mine to underestimate the improvements of recent decades. These have not taken the form of us all having tons more money. No. What has been changing is the stuff we can now buy with the same money. Like my latest (mobile phone) camera, and like ball point pens. Provided you have some cash left over after you have fed and housed yourself and kept yourself warm (not everyone does), then life has got lots more fun, given how many and how much better are the toys and times you can now buy for the same money.

Life has not improved much for those who have fun only when the fun they get is too expensive for most others to be able to indulge in. But that’s a thought for a different posting.

Splashdown for SpaceX

John Stossel:

2 Americans just landed safely after spending 2 months in space.

11 years ago, an Obama committee concluded that would take 12 years and cost $26 billion. Elon Musk did it in 6 years– for less than $1 billion.

Private competition is always better.

On the other hand, says the LA Times:

Elon Musk’s growing empire is fueled by $4.9 billion in government subsidies

Los Angeles entrepreneur Elon Musk has built a multibillion-dollar fortune running companies that make electric cars, sell solar panels and launch rockets into space.

And he’s built those companies with the help of billions in government subsidies.

Tesla Motors Inc., SolarCity Corp. and Space Exploration Technologies Corp., known as SpaceX, together have benefited from an estimated $4.9 billion in government support, according to data compiled by The Times. The figure underscores a common theme running through his emerging empire: a public-private financing model underpinning long-shot start-ups.

“He definitely goes where there is government money,” said Dan Dolev, an analyst at Jefferies Equity Research. “That’s a great strategy, but the government will cut you off one day.”

Like the government is liable to cut Boeing off. Because now, it can.

I’m guessing Musk reckons he could find other customers, if the government stopped paying. But I’m guessing further that a chunk of all that money goes to schmoozing the government to keep on paying. In a decade or two, Musk could be no better than Boeing.

This is “privatisation”, and privatisation isn’t the same as a real market, hence the sneer quotes. Private competition is always better. So are lots of customers spending their own money, instead of just the one, getting its money at gunpoint. Let’s hope that in this case it will turn out to be a step in the right direction. As big as it now feels.

But the good news is …

Bloomberg reports that A $1 Billion Solar Plant Was Obsolete Before It Ever Went Online.

The US taxpayer faces an eye-watering bill. Which is very bad. But the interesting thing to me is why it was obsolete:

By the time the plant opened in 2015, the increased efficiency of cheap solar panels had already surpassed its technology, and today it’s obsolete — the latest panels can pump out power at a fraction of the cost for decades with just an occasional hosing-down.

I am not a close student of solar power, but to my uneducated eye this sounds like very good news. The savings that this rapid solar tech progress will yield will surely be worth far more than whatever the US government wasted (by being too impatient and/or corrupt) on this particular slice of pork.

There’s a graph in the Bloomberg piece which says that the “Cost of Solar Technology in $ Per Megawatt-Hour” has fallen from around $350 in 2009 to around $50 in 2019. Which sounds like quite a drop. I had heard rumours about how solar power is getting cheaper, but I had not realised how rapid this improvement had been. And, I’m guessing, will go on being.

New and overdue category here: “Energy”.