Pandemics, Negative Oil Prices, Political Divisiveness, Economic Warfare, Shifting Population Profiles ….
“It was the best of Times … It was the Worst of times.” (Charles Dickens – A Tale of Two Cities) Perhaps a little of Dickens could be said to be true of our current times.
But to quote another Author, Coach and Inspirational Leader,
“Great Moments are born from Great Opportunity.” – Herb Brooks – 1980 Gold Medal Hockey Coach, ‘Miracle on Ice’
And that … THAT is exactly what we have here, right now.
These very well may be the Times, the Technological Disruptionsand the Opportunity … that changes the Social, Economic and Structural Fabric of Our World.
Tony Seba a world-renowned author, thought leader, speaker, educator ( Stanford University) and entrepreneur is sharing his future vision with us in his new YouTube Video:
“Re-Thinking the Future – Clean Disruption and the Collapse of the Oi, Coal and ICEV Industries”
Editor of “Great Things from Small Things” – I believe it is Our Moment and Our Time as Entrepreneurs, Innovators and Leaders to Create, Shape and Build Our Future.
“The Wind and the Waves are Always on the side of the ablest Navigators.” – E. Gibbons
Tony Seba is a world-renowned author, thought leader, speaker, educator entrepreneur.
Seba is also a co-founder of RethinkX, a think tank that focuses on technology disruption and its implications for society and co-author of “Rethinking Transportation 2020-2030“.
Seba is also a co-founder of RethinkX, a think tank that focuses on technology disruption and its implications for society and co-author of “Rethinking Transportation 2020-2030“.
*** This article appeared in TESLARATI and was re-posted in Fully Charged. We have Followed and Written a LOT about the ‘Coming EV Revolution’, about Advances in Charging Stations and Battery Technology. Most recently we posted an article ‘What If Green Energy Isn’t the Future?’
So maybe … just maybe, ‘Green Energy’ might NOT be able to meet the current Projected Carbon Fuel Replacement Schedule …. However, could the EV/ Hydrogen Fuel Cell Revolution replace forever the Internal Combustion Engine (ICE)? (Hint: We Think So!)
Let Us Know What YOU think! Leave us your thoughts and comments. (below)
Headed by vehicles like the Tesla Model 3, the electric car revolution is showing no signs of stopping. The auto landscape today is very different from what it was years ago. Before, only Tesla and a few automakers were pushing electric cars, and the Model S was proving to the industry that EVs could be objectively better than internal combustion vehicles. Today, practically every automaker has plans to release electric cars. EV startup Bollinger Motors CEO Robert Bollinger summed it up best: “If you want to start a (car company) now, it has to be electric.”
CATALYSTS FOR A TRANSITION
A critical difference between then and now is that veteran automakers today are coming up with decent electric vehicles. No longer were EVs glorified golf carts and compliance cars; today’s electric vehicles are just as attractive, sleek, and powerful than their internal combustion peers. The auto industry has warmed up to electric vehicles as well. The Jaguar I-PACE has been collecting awards left and right since its release, and more recently, the Kia Niro EV was dubbed by Popular Mechanics as the recipient of its Car of the Year award.
A survey by CarGurus earlier this year revealed that 34% of car buyers are open to purchasing an electric car within the next ten years. A survey among young people in the UK last year revealed even more encouraging results, with 50% of respondents stating that they want electric cars. Amidst the disruption being brought about by the Tesla Model 3, which has all but dominated EV sales since production ramped last year, experienced automakers have responded in kind. Volkswagen recently debuted the ID.3, Audi has the e-tron, Hyundai has the Kona EV, and Mercedes-Benz has the EQC. Even Porsche, a low-volume car manufacturer, is attracting the high-end legacy market with the Taycan.
At this point, it appears that Tesla’s mission is going well underway. With the market now open to the idea of electric vehicles, there is an excellent chance that EV adoption will only increase from this point on.
Tesla CEO Elon Musk unveils the Tesla Semi. (Credit: Tesla)
BIG OIL FEELS A CHANGE IN THE WIND
Passenger cars are the No.1 source of demand for oil, and with the potential emergence of a transportation industry whose life and death does not rely on a gas pump, Big Oil could soon find itself on the defensive. Depending on how quickly the auto industry could shift entirely to sustainable transportation and how seriously governments handle issues like climate change, “peak oil” could happen a couple of decades or a few years from now. This could adversely affect investors in the oil industry, who might be at risk of losing their investments if peak oil happens faster than expected. JJ Kinahan, chief market strategist at TD Ameritrade, described this potential scenario in a statement to CNN. “Look at what happened to the coal industry. You have to keep that in the back of your mind and be vigilant. It can turn very, very quickly,” the strategist said.
Paul Sankey of Mizuho Securities previously mentioned that a “Tesla Effect” is starting to be felt in the oil markets. According to the analyst, the Tesla Effect is an increasingly prevalent concept today which states that while the 20th century was driven by oil, the 21st century will be driven by electricity. This, together with the growing movements against climate change today, does not bode well for the oil industry. Adam White, an equity strategist at SunTrust Advisory, stated that investors might not be looking at the oil market with optimism anymore. “A lot of damage has already been done. People are jaded towards the industry,” he said.
Prospective oil developments have been fraudulently overvalued, as claimed by a Complaint filed against Exxon. (Photo: Pixabay)
An analysis from Barclays points to the world’s reliance on oil peaking somewhere between 2030 and 2035, provided that countries keep to their low-carbon goals. The investment bank also noted that peak oil could happen as early as 2025 if more aggressive climate change initiatives are adopted on a wider scale. This all but makes investments in oil stocks very risky in the 2020s, and this risk gets amplified if electric vehicles become more mainstream. Sverre Alvik of research firm DNV GL described this concern. “By 2030, oil shareholders will feel the impact. Electric vehicles are likely to cause light vehicle oil demand to plunge by nearly 50% by 2040,” Alvik said.
Some of today’s prolific oil producers appear to be making the necessary preparations for peak oil’s inevitable decline. Amidst pressures from shareholders, BP, Royal Dutch Shell, and Total have expanded their operations into solar, wind, and electric charging, seemingly as a means to future-proof themselves. On the flipside, there are also big oil players that are ramping their activities. Earlier this month, financial titan Warren Buffet, who recently expressed his skepticism towards Elon Musk’s plan of introducing an insurance service for Tesla’s electric cars, committed $10 billion to Occidental Petroleum, one of the largest oil and gas exploration companies in the United States.
A POINT OF NO RETURN
The auto industry is now at a point where a real transition towards electrification is happening. Tesla’s efforts over the years, from the original Roadster to the Model 3, have played a huge part in this transition. Tesla, as well as its CEO, Elon Musk, have awakened the public’s eye about the viability of electric cars, while showing the auto industry that there is a demand for good, well-designed EVs. Nevertheless, Tesla still has a long journey ahead of it, as the company ramps its activities in the energy storage sector. If Tesla Energy mobilizes and becomes as disruptive as the company’s electric car division, it would deal yet another blow to the oil industry.
At this point, it is pertinent for veteran automakers that have released their own electric cars to ensure that they do not stop. Legacy car makers had long talked the talk when it came to electric vehicles, but today, it is time to walk the walk. German automaker Volkswagen could be a big player in this transition, as hinted at by the reception of its all-electric car, the ID.3. The ID.3 launch was successful, with Volkswagen getting 10,000 preorders for the vehicle in just 24 hours. The German carmaker should see this as writing on the wall: the demand for EVs is there.
The Volkswagen ID.3. (Credit: Volkswagen)
The Volkswagen ID.3 is not as quick or sleek as a Tesla Model 3, nor does it last as long on the road between charges. But considering its price point and its badge, it does not have to be. Volkswagen states that the ID.3 will be priced below 40,000 euros ($45,000) in Germany, which should make it attainable for car buyers in the country. If done right, the ID.3 could be the second coming of the Beetle, ultimately becoming a car that redeems the company from the stigma of the Dieselgate scandal. Thus, it would be a great shame if Volkswagen drops the ball on the ID.3.
Tesla will likely remain a divisive company for years to come; Elon Musk, even more so. Nevertheless, Tesla and what it stands for is slowly becoming an idea, one that connotes hope for something better and cleaner for the future. And if history’s victories and tragedies are any indication, once something becomes an idea, an intangible concept, it becomes impossible to kill.
Watch and Learn More
Mobility Disruption | Tony Seba
Tony Seba, Silicon Valley entrepreneur, Author and Thought Leader, Lecturer at Stanford University, Keynote The reinvention and connection between infrastructure and mobility will fundamentally disrupt the clean transport model.
Electric vehicles are set to overcome historic and significant hurdles: sticker price, range anxiety and limited model options. Annual sales are forecasted to jump from 1% today to 25% in 2030 and cross 50% by 2040.
Nearly every major car maker has announced new models for EVs. By 2020, there will be 44 models of EVs available in North America.
Watch the Video Discussionwith Panelists from Daimler Benz, Chargepoint and Lucid
Please join us for a lively panel discussion with diverse electric vehicle experts as they provide their take on the future of the industry and tackle tough questions like:
What are the remaining technical, economic and political hurdles that will impact the mass adoption of EVs?
Charging infrastructure vs EVs – the chicken and the egg problem.
What’s the right amount and mix of charging infrastructure?
Connected, Autonomous, Shared and Electric – How important is “electric” to this futuristic concept?
When will EVs be cheaper to own than conventional internal combustion engine vehicles?
Battery costs have fallen 74% since 2010 – what other technology opportunities exist i.e. new battery chemistry, economies of scale?
China’s EV targets outpace Europe and the US. What are the implications for traditional automakers and Silicon Valley startups?
California’s latest Executive Order targets 5 million EVs on the road by 2030. How do we get there?
Panelists:
Sven Beiker – Moderator & Keynote Speaker, Stanford GSB
Pat Romano – CEO Chargepoint
Fred Kim – R&D Group Manager – Daimler Benz
Albert Liu – Director of Battery Technology, Lucid Motor
“Tenka Energy, Inc. Building Ultra-Thin Energy Dense SuperCaps and NexGen Nano-Enabled Pouch & Cylindrical Batteries – Energy Storage Made Small and POWERFUL!”
Super Capacitor Assisted Silicon Nanowire and Graphene Batteries for EV and Small Form Factor Markets. A New Class of Battery /Energy Storage Materials is being developed to support the High Energy – High Capacity – High Performance and Cycle Battery Markets.
“Ultrathin Asymmetric Porous-Nickel Graphene-Based Supercapacitor with High Energy Density and Silicon Nanowire,” A New Generation Battery that is:
The battle over how and where Europeans charge their electric cars is expanding from the cities to the motorway’s and beyond. But if electric vehicles (EVs) are ever to overtake petrol and diesel cars then charging will have to be as easy and simple as filling up. This video takes a look at the growth in electric vehicle charging stations and how the electric car market is forecasted to grow. As the electric vehicle market has grown, the need for more EV charging points has also grown.
Watch the Video Below
Read and Watch More:
Mobility Disruption | Tony Seba, Silicon Valley Entrepreneur and Lecturer at Stanford University
Tony Seba, Silicon Valley entrepreneur, Author and Thought Leader, Lecturer at Stanford University, Keynote The reinvention and connection between infrastructure and mobility will fundamentally disrupt the clean transport model. It will change the way governments and consumers think about mobility, how power is delivered and consumed and the payment models for usage.
Have You Watched Tenka Energy’s Video on New Nano-Enabled Batteries and Super Capacitors for the EV Markets?
Tenka Energy, Inc. Building Ultra-Thin Energy Dense SuperCaps and NexGen Nano-Enabled Pouch & Cylindrical Batteries – Energy Storage Made Small and POWERFUL!
‘Rethinking the Future – Clean Disruption of Energy and Transportation’ is Tony Seba’s opening keynote at the 70th annual Conference on World Affairs in Boulder, Colorado, April 9th, 2018. The Clean Disruption will be the fastest, deepest, most consequential disruption of energy and transportation in history. Based on Seba’s #1 Amazon bestselling book “Clean Disruption” and Rethinking Transportation 2020-2030, this presentation lays out what the key technologies and business model innovations are (batteries, electric vehicles, autonomous vehicles, ride-hailing and solar PV), how this technology disruption will unfold over the next decade as well as key implications for society, finance, industry, cities, geopolitics, and infrastructure. The 2020s will be the most technologically disruptive decade in history. By analyzing and anticipating these disruptions we can learn that the benefits to humanity will be immense but to seize the upside we will need to mitigate the negative consequences. As the opening keynote speaker at the prestigious Conference on World Affairs, Seba follows on the footsteps of luminaries such as Eleanor Roosevelt and Buckminster Fuller.
Tony Seba, Silicon Valley entrepreneur, Author and Thought Leader, Lecturer at Stanford University, Keynote
The reinvention and connection between infrastructure and mobility will fundamentally disrupt the clean transport model. It will change the way governments and consumers think about mobility, how power is delivered and consumed and the payment models for usage. Will we be ALL Electric Vehicles by 2030? Is the ICE Dead? Impossible?
Mobility Disruption – A Presentation by Tony Seba, Silicon Valley Entrepreneur and Lecturer at Stanford University
The reinvention and connection between infrastructure and mobility will fundamentally disrupt the clean transport model.
It will change the way governments and consumers think about mobility, how power is delivered and consumed and the payment models for usage.
Bold Predictions
“The industrial age of energy and transportation will be over by 2030. Maybe before.” – Tony Sena
Exponentially improving technologies such as solar, electric vehicles, and autonomous (self-driving) cars will disrupt and sweep away the energy and transportation industries as we know it.
The same Silicon Valley ecosystem that created bit-based technologies that have disrupted atom-based industries is now creating bit- and electron-based technologies that will disrupt atom-based energy industries.
Clean Disruption projections (based on technology cost curves, business model Innovationist as well as product innovation) show that by 2030:
– All new energy will be provided by solar or wind.
– All new mass-market vehicles will be electric.
– All of these vehicles will be autonomous (self-driving) or semi-autonomous.
– The car market will shrink by 80%.
– Gasoline will be obsolete. Nuclear is already obsolete. Natural Gas and Coal will be obsolete.
– Up to 80% of highways will not be needed.
– Up to 80% of parking spaces will not be needed.
– The concept of individual car ownership will be obsolete.
– The Car Insurance industry will be disrupted. The taxi industry will be obsolete.
Genesis Nanotechnology – “Great Things from Small Things”
MIT Club of Northern California
Have You Watched Tenka Energy’s Video on New Nano-Enabled Batteries and Super Capacitors for the EV Markets?
‘Rethinking the Future – Clean Disruption of Energy and Transportation’ is Tony Seba’s opening keynote at the 70th annual Conference on World Affairs in Boulder, Colorado, April 9th, 2018. The Clean Disruption will be the fastest, deepest, most consequential disruption of energy and transportation in history. Based on Seba’s #1 Amazon bestselling book “Clean Disruption” and Rethinking Transportation 2020-2030, this presentation lays out what the key technologies and business model innovations are (batteries, electric vehicles, autonomous vehicles, ride-hailing and solar PV), how this technology disruption will unfold over the next decade as well as key implications for society, finance, industry, cities, geopolitics, and infrastructure. The 2020s will be the most technologically disruptive decade in history. By analyzing and anticipating these disruptions we can learn that the benefits to humanity will be immense but to seize the upside we will need to mitigate the negative consequences. As the opening keynote speaker at the prestigious Conference on World Affairs, Seba follows on the footsteps of luminaries such as Eleanor Roosevelt and Buckminster Fuller.
Genesis Nanotechnologyo and l o 
You must be logged in to post a comment.