Platinum's Alexi Barbi writes on the incoming EV/Hybrid vehicle revolution. In an article on the Platinum website he shares his thoughts on 1) the evolution of the technology 2) short and medium term influences on the economics of these vehicles 3) regulation in the US, Europe and China that could support further adoption. Barbi says: "Perhaps for the first time since the introduction of the highly innovative hybrid EV Toyota Prius, traditional automotive players are seriously considering alternative propulsion systems for their cars, either as full EVs, hybrids (traditional combustion engine combined with a battery-powered electric one) or fuel cell (hydrogen powered) EVs. Notwithstanding the prevalence of doubts concerning the limited driving range and the inconvenience of long charging times, the technology is rapidly improving and costs are gradually coming down. Hence we believe it is only a matter of time before these “alternative fuel vehicles” gradually come to account for a larger portion of the global car fleet." Read the full article: (VIEW LINK)
Hi Alex. Great observations. The electrification of the drivetrain is indeed happening. I would only add that while full electrification is the likely endpoint, you will probably see many intermediate steps in other sections of the engine before we get there. We already see that with superchargers and gasoline direct injection. Also mild hybridization (stop-start engines) are taking off as well. Just reminds me how technology agnostic energy policy is the best way to deal with real world problems.