Author: ye Lihua source: qiushichu (ID: gh_a2f5eb6a8f0c)
Sichuan power is limited, and hydropower shows great instability. Hydropower follows the climate and is unstable. Wind power and photovoltaic are also unstable. If the entire country’s transportation is based on clean electricity, it is tantamount to suicide. Before the Americans called, the car of their own family was lying down.
New energy, low carbon is not important. After all, the carbon emissions of battery production are also high, and the carbon emissions of power generation are not low.
For a pure electric vehicle with 100kwh battery, 8 tons of carbon dioxide will be added in the production process, which is equivalent to 3550l gasoline consumed in advance. The actual driving power consumption can reach 18kwh, which is equivalent to the carbon emission of 4.64l gasoline consumption per 100 kilometers.
Is it low carbon? This is not low carbon.
The higher the energy density and the longer the range of electric vehicles, the larger the batteries tend to be. The production of these batteries will also produce carbon emissions. Clean energy has great instability, and the carbon emission of coal-fired power generation is not low. Nuclear power will not be available in the whole country for a while.
It is not important whether the oil reserves are in crisis or not. After all, most of the oil is imported, and the battery materials are basically imported.
The external dependence of lithium is about 70%, the external dependence of cobalt is about 90%, and the external dependence of nickel is also 90%. Oil is imported, and the raw materials for batteries of new energy vehicles are also imported. In the final analysis, they are not in their own hands.
The origin of lithium element is Australia and Chile. There are salt lakes in China that can be exploited, which can buffer some demand. Nickel element can be produced in Russia, Canada and Norway. Although the domestic quality is not good, we have a good relationship with Russia, but there is no problem.
Only cobalt is in the Democratic Republic of the Congo. Our industry faces extremely high risks. On the one hand, our mining cost is much higher than that of other countries; on the other hand, international NGOs carry out sabotage; and on the third hand, the local government and anti-government forces in the Congo risk war in the US French game.
I said that it is not important whether new energy is low-carbon or not. It is not important that oil reserves and output are dependent on foreign countries. I am not saying that it is really not important. It means there is no way.
New energy is low-carbon in theory, but the reality is that it is not low-carbon to rely on battery cars to develop new energy, and there is a risk of instability.
The external dependence of oil reserves and output is not important in theory, but the reality is that the external dependence of new energy raw materials is more serious than that of oil.
Since new energy is not low-carbon, why do we still need to develop it? Since both oil and new energy are dependent on foreign countries, why do we have to do it?
It is because of the development of new energy, not because of energy issues, but because of political issues.
So far, there is no legislation to ban the sale of fuel vehicles in Europe. The news about the ban on the sale of fuel vehicles in Europe is on the Chinese network and the English network of the United States. Similarly, there is Japan. Fake news is flying everywhere.
In Europe and Japan, energy can not be self-sufficient. No matter developing electrification or hybrid cars, they can not get rid of the dependence on raw materials.
The pattern of oil import is that the United States, OPEC, Russia, European cars and Japanese cars can walk on three feet, so that they can achieve both ends of the coin and make a lasting difference in the internal combustion engine.
China and the United States will never be able to make waves in the automobile industry.
If the development of new energy electric vehicles is changed, lithium is in Australia and Congo, and one is in the south of the South China Sea. Some time ago, it just softened. Another is the back garden in the United States.
It is needless to say that we understand the relationship between Russia and Canada, and between Russia and us. We also understand the relationship between Canada and the United States.
There is only one cobalt element left in the Democratic Republic of the Congo. The only place where Europe can get a hand in is the Democratic Republic of the Congo, and that’s all.
When a crisis comes, we always have a tacit understanding of what to eat.
The last oil crisis was in the 1970s. The United States, the Soviet Union and China worked together to disintegrate the British and French colonial empires. They abandoned a wave of colonial liberation in the world, wiped out the British and French colonial systems, and passed the crisis of the 1970s.
It is Europe that is holding on to the internal combustion engine.
Iran, the only oil country, has seized the opportunity to show goodwill to both China and the United States.
The SCO meeting is about to open, so the Iran nuclear conference will also be restarted.
In this round of crisis tide, China and the United States do not want friction, but hope to eat up Europe and Japan by tacit understanding. Therefore, Europe is building fire in Ukraine, while Japan is moving hands in the Taiwan Strait.
Therefore, Iran took the initiative to stand up and draw fire for Ukraine and the Taiwan Strait, playing a bitter trick.