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Last month, electric-vehicle skeptics had a fieldday when California’s utility urged customers to conserve power during a scorching heat wave by not charging their cars during certain hours. Some conservatives questioned how the state expected to ban sales of combustion-engine cars by 2035 if it couldn’t handle the number of EVs on the road today.
On his Fox News show, Carlson bashed electric cars as a “new way to overburden California’s already collapsing energy grid.”
Energy and transportation experts disagree. More electric cars plugging in will increase energy demands over time, necessitating a more robust grid and smarter charging habits, they say. But there’s no cause for immediate alarm. With careful planning, there will be plenty of electricity to go around.
EVs may someday make the grid stronger and more resilient.
EVs aren’t a big power suck
Though California has more electric cars than any other state, they make up just .4% of all energy consumption during peak hours. Even at 2030 estimates, some 5.6 million electric cars, trucks, and vans would only comprise 4% of peak loads.
“Saying they’re what’s straining the grid ignores 99.6% of today’s challenge,” Max Baumhefner, a senior attorney with the National Resources Defense Council, said in a recent blog post.
Though EV sales are rising, Americans keep their cars for 12 years on average, so it’s going to be a long time before the entire US fleet changes over. The Rocky Mountain Institute, a sustainability-research group, projects that total US energy demand will grow 1% to 2% annually as a result of electric-car adoption. That’s comparable to the increases utilities saw during the energy-consumption booms of the 20th century, with the proliferation of refrigeration and air-conditioning, the group said.
“Load growth is something that some utilities haven’t had to deal with for a while, but it’s generally well within the range of what utilities can plan and manage for,” Chaz Teplin, a principal at RMI, said, adding that the larger challenge will be transitioning the country to renewable energy sources. Still, grid upgrades will be needed to handle the extra load, experts say. According to a 2020 study from the Brattle Group, 20 million light-duty EVs on US roads by 2030 will require a $45 to $75 billion investment in more robust energy generation, distribution, and storage.
EVs are uniquely flexible
Unlike a refrigerator that needs to keep food cold 24/7 or an air conditioner that might draw power for hours on end on a hot day, a typical electric car might be parked 23 hours out of the day. That affords lots of flexibility in terms of when they’re charged. Shifting charging to times that are most advantageous to the grid — like overnight when demand is low or during the day when solar generation is high — can greatly reduce peak grid stress, even with increased demand from EVs, experts said.
“For the foreseeable future, we can do a lot with the grid we already have,” Nick Nigro, the founder of Atlas Public Policy, a transportation-focused consultancy, told Insider.
RMI sees California’s recent heat wave as proof that managed charging works: People adjusted their habits and the state avoided blackouts. If drivers continue to charge whenever they feel like it, “then it means we need to build an extremely robust grid,” Matthias Preindl, an electrical engineering professor at Columbia University, said. But smart-grid technology that instructs vehicles when to charge could do wonders for managing peak loads and negate the need for infrastructure upgrades in many areas, he said. Some utilities have smart-charging programs, but they aren’t commonplace yet.
A recent study of the 2035 EV ecosystem found that encouraging people to charge during the day could save Western states billions on energy-storage investments. Increased solar generation will require batteries to store electricity for nighttime use, but daytime charging cuts down on that need.
In the future, EVs can support the grid
Some experts envision a future where EVs can strengthen power grids if used cleverly. Vehicle-to-grid, or V2G, technology would transform plugged-in electric cars into a distributed battery system that could help utilities store electricity for emergencies or times of excessive demand.
This future is far off, but car companies are dabbling in adjacent technologies. The Ford F-150 Lightningpickup truck can act as a backup generator and power a home for up to three days, for example. Preindl said V2G will be key for storing energy generated by wind and solar and transitioning the US to clean energy sources. ”If all cars are electric, the amount of energy storage we have access to is huge,” he said.
Pedestrian fatalities, unresolved safety issues, overachieving and overweight trucks — overweight electric trucks — and divisive attitudes about vehicles equipped as is the new Hummer EV, are very much on the mind of Robinson Meyer.
Mr. Meyer, who suggests that the 1,000-horsepower pickup is a cross “between an ambulance and a race car,” is a staff writer for The Atlantic, a well-respected, long-lived journal founded in 1857. His recent essay in the monthly’s flagship magazine starts off describing a scary video clip posted online by Edward Barseghian that features the 9,000-pound Hummer hurtling full tilt towards three lanes of cars idling at a light (the driver stops it in time). Then he goes on to pretty much berate the machine.
“The Hummer EV haters and lovers had discovered one of the most important facts about electric ‘super trucks‘: They are very heavy, and they go very fast,” he writes. “If you imagine an ambulance that can accelerate as fast as a Formula 1 car, you’re imagining a vehicle only slightly more unwieldy than the new Hummer.”
Meyer goes on to discuss the issue of allowing battery powered vehicles that weigh as much as the Hummer does onto public roads. “The weight of EVs is a safety issue that drivers — and cyclists and pedestrians — will only have to keep worrying about as these cars go mainstream,” he explains. “Suffice it to say that cars as huge as the Hummer EV need to face some kind of regulation, especially in cities and towns, where they pose a distinct threat to the public.”
To Hummer devotees, them’s fightin’ words. But Meyer takes pains to present a sort of response from Anthony Schiavo, a research director at Lux Research, a global advisory firm: Why is the Hummer so heavy if its batteries weigh only about 3,000 pounds?
“It’s absolutely a design choice and a marketing choice,” Schiavo answers. “People like larger vehicles, and the reason why those larger vehicles are getting made is because they sell.”
The author concludes by bringing into his thesis the issues of climate change, liberal and conservative politics. In some places, his arguments wander; they become muddled. But for those enthused about electrics and big trucks, “Frankenstein’s Hummer” is worth a read.
Two weeks ago, the asteroid Dimorphos was minding its own business, quietly orbiting around its partner Didymos, when suddenly NASA’s DART spacecraft plowed into it at 14,000 miles per hour.
The space agency and its partners planned that collision to see whether such an impact could alter an asteroid or comet’s trajectory—should humanity ever need to defend the planet from an oncoming space rock. Before the crash on September 26, Dimorphos circled its neighbor like clockwork: one lap every 11 hours and 55 minutes. If the DART test was successful, the proof would be a change in that orbital period, showing that the refrigerator-sized spacecraft had nudged the asteroid onto a different path.
Now the DART team has an answer: It worked—even better than expected. “For the first time ever, humanity has changed the orbit of a planetary body,” said Lori Glaze, director of the Planetary Science Division at NASA headquarters in Washington, at a press conference today revealing the result.
The team would have considered a 10-minute difference a success, said NASA chief Bill Nelson. But DART actually shortened the asteroid’s orbit by a whopping 32 minutes. Dimorphos now takes only about 11 hours and 23 minutes to circle its partner, he said—a significant change, meaning that it is indeed possible to deflect a small asteroid’s path. “NASA is serious about defending the planet,” he said.
Photograph: NASA/ASI
Scientists observed the DART collision several ways. As the probe flew towards its target, it first glimpsed the oncoming space rock with its onboard optical camera, called Draco. Dimorphos is so small and far from Earth that astronomers previously weren’t sure if it would be a solid sphere or a loose dustball; that first look revealed it to be a bumpy, slightly oval-shaped rock, with boulders strewn about.
The craft, along with the camera, were destroyed on impact. But they were being trailed by LICIACube, a briefcase-sized spacecraft developed by the Italian Space Agency that detached from DART 15 days before impact and did its own flyby, snapping photos a few minutes after the collision.
Astronomers also used telescopes on Earth to monitor the collision, including the Southern Astrophysical Research Telescope in Chile, the Las Cumbres Observatory telescopes in South Africa, the Lowell Discovery Telescope in Arizona, as well as the Hubble and the James Webb space telescopes. These telescopes captured what appeared to be rays or a comet-like tail extending from the asteroid, confirming the crash caused rocky debris to fly away.
Scientists on the DART team measured the asteroid’s “before” and “after” orbit by carefully tracking how the light coming from it changed over time. From Earth, the asteroid pair appears as a single dot, but its brightness decreases by about 10 percent every time Dimorphos eclipses Didymos or passes behind its neighbor. (It’s similar to measuring how exoplanets transit in front of the distant stars they’re orbiting.)
Last month, the Chinese ecommerce giant Alibabarevealed a powerful new cloud computing system designed for artificial intelligence projects. It is used by Alibaba’s cloud customers to train algorithms for tasks like chatbot dialogue and video analysis, and was built using hundreds of chips from US companies Intel and Nvidia.
Last week, the US announced new export restrictions that will make future projects like that unlikely. The Biden administration’s rules forbid companies from exporting advanced chips needed to train or run the most powerful AI algorithms to China.
The sweeping new controls are designed to keep the country’s AI industry stuck in the dark ages while the US and other Western countries advance. The restrictions also block the export of chipmaking equipment and design software, and ban the world’s leading silicon fabs, including Taiwan’s TSMC and South Korea’s Samsung, from manufacturing advanced chips for Chinese companies.
“The United States is saying to China, ‘AI technology is the future; we and our allies are going there—and you can’t come,’” says Gregory Allen, director of the AI governance project at the Center for Strategic & International Studies (CSIS), a think tank in Washington, DC.
The US action takes advantage of a decade-long boom in artificial intelligence in which new breakthroughs have become coupled to advances in computing power. Pioneering new projects often involve machine learning algorithms trained on supercomputers with hundreds or thousands of graphics processing units (GPUs), chips originally designed for gaming but also ideal for running the necessary mathematical operations. That leaves China’s AI ambitions heavily dependent on US silicon.
Baidu, the leading Chinese web search provider and a key player in cloud AI services and autonomous driving, also uses Nvidia chips extensively in its data centers. Last October the company announced one of the world’s largest AI models for generating language, built using Nvidia hardware.
ByteDance, the Chinese company behind TikTok and its counterpart in China, Douyin, relies on Nvidia hardware to train its recommendation algorithms, according to its own software documentation. Several Chinese companies, including Alibaba and Baidu, are developing silicon chips designed to compete with those from Nvidia and AMD, but these all require manufacturing from outside China that is now off-limits. Alibaba and Baidu both declined to comment on the new rules. WIRED did not receive responses to requests for comment made to ByteDance and several other Chinese chip firms.
Big Tech companies in China—as in the US—have made large AI models increasingly central to applications including web search, product recommendation, translating and parsing language, image and video recognition, and autonomous driving. The same AI advances are expected to transform military technology in the years to come, and shape how the US and China butt heads over issues like Russia’s invasion of Ukraine and Taiwan’s claims to independence.
Nearly everyone has been RickRoll’d. But few know the real story of the artist behind the 1987 hit “Never Gonna Give You Up” nor do they know about the mysterious origins of the viral RickRoll video meme that exploded in the mid-2000s. VICE meets Rick Astley and the creators of the song to learn about Rick’s meteoric rise to fame, sudden retirement, and surprising comeback. We also meet the creator of the popular RickRoll meme that cemented this persistent hit for generations to come.
Batteries are key to automakers’ multi-billion-dollar plans to create electric vehicle lineups over the next several years. Aly Song/Reuters
Batteries are key to automakers as they electrify their lineups over the next several years.
The battery industry is full of opportunities, from new technologies to supply to recycling.
Here’s a look at the many startups racing to lead in the battery space.
The future of the auto industry hinges, now more than ever, on batteries.
Batteries are critical to automakers’ multi-billion-dollar plans to create electric vehicle lineups over the next several years. They’re important as automakers seek to differentiate themselves and their offerings from one another. And they’re crucial as the industry seeks to put its gas-guzzling, carbon-emitting past behind — but only if batteries can be developed in efficient, cost-effective, and environmentally sustainable ways.
There’s also money to be made: The EV battery market could hit $340 billion by 2030, according to Benchmark Mineral Intelligence.
At Insider, we’ve looked at white-hot EV battery technologies that give automakers the EV performance they need at the price their customers want. We’ve investigated how automakers are securing enough battery supply, especially amid the call for domestic sourcing brought on by requirements in President Joe Biden’s climate bill. And we’ve talked to startups working to recycle these batteries well after they’re spent.
Below, you can read more about battery startups to watch, the battery metal shortages the industry is facing, and how automakers are navigating this important part of their business. You can also read more on the types of battery technologies that are winning in the industry.
Key players to watch
Automakers and nascent EV manufacturers are relying on dozens of outfits in the battery space to help them out.
As a result, new startups are emerging to tackle various bits of the battery chain, from supply to new chemistries. Established companies are also pivoting their business strategies to prepare for the upcoming demand.
Securing enough supply of EV battery materials, especially lithium, is top of mind for auto executives. Startup Lithium Americas could help. Lithium Americas
Shortages
The crisis in Ukraine shed a light on the impact that a shortage of a key battery metal — nickel — could have on the auto business. Cobalt and lithium are starting to be a crisis for the industry, too.
Securing enough supply of these materials is a huge problem standing in the way of the industry’s electrification plans. Automotive execs need massive amounts of materials at the right price that can be secured in an environmentally- and financially-responsible way.
It’s not easy, and getting this part of the EV supply chain right is perhaps the toughest challenge facing battery execs today.
The CEO of Rivian, for example, has warned the looming battery shortage will make the chip shortage feel like it’s “a small appetizer.” Rivian
How automakers are navigating the lithium problem
Automakers across the globe are betting their entire futures on electric products. But those bets look riskier with a looming EV battery supply shortage, particularly in lithium.
Some are pursuing partnerships to secure enough supply of lithium. Some are making huge investments in the space. Some think their approach to batteries could help them surpass range records to date. And some worry the impact of these shortages will only get worse.
Startup Ample says its battery tech could solve Uber’s biggest electric car challenge. Ample
Specific battery technologies
Range anxiety is just one of the reasons customers are hesitant to go electric. But a battery’s chemistry and technology can help bolster range, performance, and even vehicle safety. So startups in the space are experimenting with the best tech that can give their product — and their customers — a leg up.
Energy-dense solid-state batteries, hot-swapping batteries on the go, and technology that claims to double a Tesla’s range are all on the table as startups pursue every way to get a competitive advantage in the business.
Porsche led a $400 million Series C round into a startup making lithium-silicon batteries as EV battery startups continue to be attractive to investors. Porsche
Startups raising rounds
The uncertain macroeconomic environment over the past year has been challenging for startups in every sector as they look to raise funds at a critical time for their businesses.
But companies in the world of batteries are still bringing in a ton of capital these days, and the industry expects that to continue. That’s because automakers are going to need a variety of solutions for their battery needs in the coming years. Startups are raising across battery chemistry, mining, and even swapping.
Auto companies need millions of electric-vehicle batteries in the coming years, and battery recycling is a key way to return materials back into the supply chain. Ford
Battery recycling
Battery materials, chemistry, and technologies are crucial — but so is figuring out what to do with these batteries once they can’t be used in a vehicle any longer.
Recycling is taking off, and companies are working hard to ensure the materials put into an EV battery get returned to the auto supply chain.
But that’s not the only option. Various stakeholders are experimenting with repurposing or refurbishing these batteries for second-life use cases, like energy storage.