Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg of Goehring & Rozencwajg weighs in, sharing his thoughts on EV energy efficiency and CO2 savings.

"When we put it all together, there was really very little doubt in our minds that the total energy — we're talking cradle to grave — of an EV was far greater than an internal combustion engine. And I think that's ultimately why we're starting to see these EVs begin to pile up on lots, that's why we're ultimately continuing to see subsidies be necessary in order to incentivize people to switch to EVs," he said.

#Investing #Mining #ElectricVehicles

0:00 Intro
0:29 How energyefficient are EVs?
9:52 Do EVs reduce carbon emissions?
18:35 Outlook for EV penetration
23:39 EVs and zerocarbon mining
27:26 Impact on battery metals
32:36 Response to Adam's EV ideas
36:39 What else are we getting wrong?
42:23 Era of cheap energy is over
44:48 Outro

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