Energy expert explains why Tesla and the electric car industry is here to stay

Affordable Long Range EVs - Chevy Bolt (left), Tesla Model 3 (mid), Audi e-tron (right)

Electric vehicles will be hugely beneficial for our environment but that’s not always what you read.  There’s a lot of misinformation out there, with too many articles pushing old myths and bad data.  It’s time to set the record straight.  As an engineer working in the field of energy and sustainability I’m going to give it a shot.

In all fairness the story of electric vehicles has been advancing rather quickly.  Battery costs have fallen 80% since 2010 and affordable long range EVs are beginning to hit the market.   But this is just the start.  Nearly all major manufacturers are now feverishly working on electric models, with companies like Mercedes, BMW, and VW expecting 25% of their sales to be electric by 2025 and then there’s Tesla, the patron saint of sustainability, targeting production of 500,000 electric vehicles as soon as next year.  This information and the benefits however are not universally appreciated, far from it.

Electric vehicles are coming, they’re shaking up long-established industries, and it’s happening much more quickly than people expected.  This is a good thing.  Here’s why:

 

1. Our electricity grid is actually pretty clean… and getting cleaner

The myth “you’re using fossil fuels to power your electric car” is false.  In Ontario Canada, where I live, we have an electricity mix that includes no coal and only 10% from natural gas.  Canada-wide 63% of electricity comes from hydro and only 16% from fossil fuels.  That’s a lot of carbon free power.

The US average doesn’t look quite as good but it’s improving all the time.  A short time ago over 40% of electricity in the United States came from coal (2011).  Last year it was 30%, with 34% from natural gas, 20% nuclear, 7% hydro, and 8% from other renewables.  That will continue to improve every year as more coal plants are shut down and more renewables are installed.  Want proof?  From 2014 to 2017 electricity from coal dropped by 23% while solar power generation increased 102%.  In 2016 alone US solar capacity went from 28GW to 42GW.

Electricity Mix – Ontario, Canada, USA

 

2. Using electricity to power your car is way more efficient than gas or diesel

I recently read a Canadian newspaper article that said “burning a fossil fuel to power an electric car is nowhere near as efficient as burning that fuel to power the car directly”.  That’s simply not true but more importantly it’s not even a real scenario.  Just look at the electricity mixes above.  Fossil fuels are not our only source of electricity; in Canada they make up only 16%.  Even in the US where fossil fuel use is much higher, natural gas is a cleaner, lower carbon option compared to gas, diesel, or coal.  Not all fossil fuels are equal.

Electric and combustion vehicles are very different so comparing their efficiencies directly, apples to apples, isn’t straightforward.  The best way to do it is using “Well to Wheel” efficiency; it’s the total system efficiency right from fuel extraction to the point where power is delivered to the wheels (and all the losses in between).  No hiding losses in this calculation.

There’s a lot of background information that goes into the calculations and if you like you can check out the details at the end of the article.  The results however are tabulated below.  Electric vehicle efficiency on the Ontario grid is double that of diesel and triple that of gasoline.  The efficiency goes up if the grid uses more hydro or other renewables, as you can see in the Canadian average or for residential solar.  TLDR: it’s the combustion efficiency that’s “nowhere near as efficient”.

Table 1: Vehicle Efficiency Comparison

*Efficiency in this situation does not include the conversion of light to electricity since that light energy is not ‘wasted’ but goes on to perform its regular function providing light and heat.

This is clearly a positive result, it means we’re using energy more wisely with electric vehicles.  But efficiency is not the same thing as ‘environmentally friendly’.  An engine that’s 100% efficient but runs on whale oil isn’t very friendly, at least not to whales.  Thus the next section looks at the carbon intensity of the fuel sources.

 

3. Electric vehicles will reduce emissions… by a lot

There seems to be a large amount of distrust for this, as if electric cars are some sort of scam to hoodwink unsuspecting millennials.  Let’s clear that up because it’s a big driver for EVs.

“There’s a 94% reduction in the CO2 equivalent emissions from swapping my gas powered Golf for the Tesla.”

First I assembled the the ‘fuel’ economies of the average US vehicle, my VW Golf, and a Tesla Model S 85D.  Those are the three vehicles I wanted to compare.  I then determined the CO2e emissions per km for the combustion vehicles and then did the same for the Tesla.  Since the fuel source for the Model S is electricity I had to calculate the emissions from each electricity grid.  To do that I used the median lifecycle emissions factors from the Special Report on Renewable Energy Sources and Climate Change Mitigation (SRREN), and then compared them to reports specific to Ontario.  Then it was a simple matter of comparing the emissions per km of each vehicle. The results surprised even me.

As a resident of Ontario there’s a 94% reduction in the CO2 equivalent emissions from swapping my gas powered Golf for the Tesla.  And before you start talking about manufacturing emissions, I looked at those too.  The extra manufacturing emissions for the Tesla total approximately 5440 kg of CO2e, almost entirely from the battery.  Those emissions would be ‘paid back’ through driving emission reductions by around 20,000 km.  This happens to be the average distance driven by a Canadian in a year.

In addition to Ontario, I also ran the numbers for the four most populated provinces in Canada, the Canadian average, and the US average (see table below).  All show significant reductions, though coal heavy Alberta has lots of room to improve.

Table 2: Comparison of Vehicle CO2e Emissions

 

4. Transport emissions are a big part of our national emissions

There are some that claim transport emissions aren’t significant and we should be focusing on other areas.  They say this as though our civilization can only do one thing at a time and we weren’t already working on those areas (we are!).  One article even stated EVs could never offset more than 12% of Canada’s emissions.  This is all very misleading and fundamentally incorrect.

Environment Canada Data – GHG Emissions by Sector

Environment Canada data shows transportation CO2 equivalent emissions are 23% of Canada’s total.  Since roughly half of that is attributed to passenger vehicles that works out to the 12% number above, but that’s not the whole story.  Not even close.  That number excludes buses and freight truck transport, which would see electrification or equivalent.  Once included the total rises to approximately 20% of Canada’s national greenhouse gas emissions.

Wait, there’s more.

It leaves out how we got the fuel in the first place.  The oil and gas sector, which accounts for 26% of our total national emissions.  If we break out the amount related to oil processing for passenger vehicles, buses, and freight trucks the result is another 10%.

Adding the 20% from direct vehicle emissions to the 10% for oil processing, results in a total of 30% of our national CO2e emissions.  Thirty Percent!  That’s a big deal.

 

5. Incentives will help make EVs more affordable for everyone, speeding up their adoption across the world

The purpose of incentives is to help a technology mature more quickly so that it will become economically viable for a much broader sector of the public.  Thus the benefits of that technology can be had for many more people and much sooner than would otherwise be possible.

Incentives are arguably one of the most democratic ways of advancing a technology; if people don’t want EVs then government money doesn’t go there.  Governments also invest in the development of new technologies through things like tax rebates or grants.  To decry the incentives for EVs while giving a pass to traditional automakers receiving hundreds of millions in factory rebates or conveniently forgetting the automotive industry bailout is cherry picking the facts.

There are many spin-off benefits from electric vehicle adoption that make them a good public investment.  More electric vehicles help balance our electricity demand between day and night, make better use of our resources, grow our economy by replacing old technologies, create new jobs, and reduce pollution which improves quality of life while reducing healthcare costs.  I could go on.

 

6. Electric car batteries can, and are, being recycled.

There are articles that claim “electric car batteries are toxic sludge”.  Well Tesla has published a good deal of information about their batteries and recycling programs.  Their batteries are RoHS compliant and fully recyclable.  RoHS refers to the restriction of hazardous substances directive for electrical and electronic equipment, adopted in 2003 by the EU.  Tesla recycles their batteries 100% within Europe and at ~60% in the US, according to their blog.   They are also building a new recycling facility at the Nevada Gigafactory.  Seems like there won’t be much “toxic sludge” to worry about after all.

 

7. Show me a better option

There isn’t one.  I think it’s fair to say Dieselgate proved that clean diesel wasn’t what we thought (or were told).  And fuel cells, for all their promise still have very large hurdles to overcome.  To that point I think it’s worth naming a few.

Virtually all hydrogen today is produced through the inefficient steam reformation of fossil fuel methane.  And while it’s possible to generate hydrogen from water, it’s extremely expensive.  Even if it does get cheaper we would then be using the electricity to create a highly explosive fuel before converting it back into electricity.  That might not be so unreasonable if fuel cells were more efficient, or if they didn’t require a battery to regulate the power.  There’s also the storage and distribution issue.  Hydrogen requires strong pressure vessels to store as a liquid (it’s a gas under normal earthly conditions).  Existing gas stations won’t work without massive upgrades (read: new tanks, new pumps).  All this is not to say there won’t be applications for fuel cells but for passenger vehicles does it really make sense?

Look, there are some big industries that would love for you to believe the technology to replace them ‘just isn’t there yet’.   It’s a common tactic.  Remember the cigarette industry that for decades said the research just wasn’t conclusive, all to keep you smoking.  Fact is we may not have another 10, 20, 30 years to figure this out.  We need to start making real changes today.  EVs are part of that change.  They are here now and looking better every day.

The breakthroughs have been incremental with the improvements compounding rapidly.  It’s happening so fast that people are caught off guard.  Today Tesla Supercharger stations can add 270 km in 30 minutes while next generation stations will triple that rate.  Batteries are improving every year, with faster charging, higher capacities, lighter weight, and lower cost.   Just this year Tesla began manufacturing their new 2170 battery format with a reported 30% improvement in energy density over their 2012 battery cell.  Product announcements from other manufacturers suggest another 30% is expected by 2020.  This has led to a new benchmark for electric vehicles – affordable battery powered cars with 400km in range.  The Chevy Bolt and Tesla Model 3 are but the first of many.

With major automotive manufacturers now committed to EVs, this is truly just the start.  Look at VW, BMW, Jaguar, Mercedes, Toyota, Ford, Nissan, Tesla, the list goes on.  This broader commercialization will bring larger investments and even more rapid improvements.  We are on the cusp of a paradigm shift in our transportation and energy sectors.  A shift that will help reduce the effects of climate change, improve our air quality, and preserve our wonderful planet for future generations.  To disregard electric vehicles as a fleeting fringe technology is to ignore all indicators to the contrary. Electric vehicles are coming.

Oh and they cost a lot less to operate too.

 

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Notes:

Wherever possible I completed most of the calculations using raw data. I used multiple sources to justify calculation inputs and to compare the results to other publications as part of my validation exercise.  I also performed a sensitivity analysis to determine the relative impact of parameters, such as in the CO2e calculations. I’ve made my best effort to use accurate, representative data and present the information to offer a realistic view of the environmental benefits.

1 Vehicle Efficiency Comparison:

Notes:

  • The results for combustion engines are taken from a 2010 MIT study as noted below.
  • Tank to wheel efficiency for electric vehicle efficiency includes battery charge/discharge efficiency (~88%), motor (~93%), inverter (95%), and drivetrain transmission efficiency (~95%).
  • Well to Wheel for battery electric and fuel cell electric vehicles are calculated per the information below. It should be noted the overall grid efficiency affects the battery electric vehicles efficiency, which is ~74% for Canada due to the large amount of hydro and in Ontario is lower ~52% because nuclear power stations are relatively lower thermal efficiencies of 33% (according to the US EIA, which also shows natural gas stations are 44% efficient).  I’ve accounted for fuel extraction energy which did not have a meaningful impact on final efficiencies. Also note that comparing renewable energy efficiencies are somewhat different than fossil fuels or nuclear. In solar and wind the losses are in uncaptured or unconverted solar or wind energy. That energy continues to serve its intended function on the planet.       There are system losses however which are accounted for.

Chad Berndt: As an engineer working to improve sustainability and energy use, I have a passion for renewables, research, and data analytics. I'm based out of Toronto Ontario and you can contact me on LinkedIn or Twitter.
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