Without enough electric vehicles to replace gas guzzlers, net zero is doomed

The roadmap for replacing older carbon-emitting cars with electric vehicles is well developed, at least in theory. All the major automakers (and even some of the the smallest) publicly bet on the electric one.

But really, buy a new electric car? That is a completely different matter.

Volkswagen, the world’s largest automaker, recently announced that it had Exhausted of electric vehicles in the US and Europe for the rest of 2022. Ford’s E-Transit sold out before even started making them.

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Even the most basic (lower spec) version of the Tesla Model 3 vehicle will now not be delivered for more than a year, despite the fact that the company is capable of producing the largest production volumes in the world, a recent stop production in china although.

Turn back the clock to 2019, just when the electric vehicle revolution was really underway in terms of sales figures, and Tesla had stocks of cars in the UK that they could deliver to customers in a matter of days. Now, even though they can produce a lot more vehicles, you will probably have to wait a long time for a new one to be delivered.

For now, then, motorists aspiring to own a new electric vehicle will have a hard time moving forward. So will those governments that have plans to ban the sale of new gasoline and diesel cars. In Norway, for example, a ban will take effect in 2025; in the UK, it is 2030.

These objectives are largely based on the usual cycle of vehicle replacement. And for old vehicles to be replaced by new ones, supply must be at a level that can replenish those that are scrapped, as well as allow for some growth in demand.

At the moment, there simply aren’t enough electric vehicles being made to meet that demand. i’m involved in ongoing investigation investigating how and when various companies are replacing their old internal combustion engine vehicles with electric vehicles, and one of the main barriers seems to be supply. The government’s goals for roads full of electric vehicles may soon seem unrealizable.

End of the road?

so what has gone wrong? For starters, in the early days of electric vehicles, manufacturers were playing it safe. This was a new and uncharted world for them, and it was unclear whether other competing technologies (such as hydrogen power) would be more popular with consumers. But the batteries won out and consumer demand, helped by those plans to ban gasoline and diesel, soared.

The current problems have been caused in part by COVID-19 affecting global supply chains and shortages of semiconductors, a vital component of modern vehicles.

In the spring of 2022, Tesla had to close its Shanghai factory for three weeks. due to lockdowns in China. Before that, I was producing around 2,000 cars per day for the Asian and European markets, so it may have lost production of around 42,000 vehicles.