Growth of EV Sales

Worldwide, about 6.75 EV's were sold in 2021, which was more than twice the 2020 total of 3.3 million, which itself was a 60% increase over 2019's total of 2 million. In the first quarter of 2022, 2 million units were sold, almost twice the 1.1 million sold in Q1 2021. 

 

No one knows how quickly EV sales will increase in the future, and no one I've seen is predicting that sales will continue to double every year -- but just for fun, just for the moment, let's pretend they will. Double 2022's global total of 6.75 million would be 13.5 million in 2023, 27 million in 2024, 54 million in 2025, 108 million in 2026 and hold it, hold it, because as far as I know, there have never been as many as 108 million motor vehicles sold in any calendar year. If I've got it right, the worldwide record so far was under 80 million, in 2017, and few if any people are predicting as many as 108 by 2026.

I'm sure that a lot of you, including many hardcore EV advocates, are yelling at your screens about now, saying that I'm an idiot and that 100% growth of EV sales every year is impossible. 

Yes, I'm an idiot, you've got no argument from me there. Where we disagree is in the use of this term "impossible." I've long believed that it's an overused term, and that many more things are possible than most of us tend to think most of the time.

The growth of the EV sector over the past couple of years has happened in spite of COVID, in spite of supply chain issues -- and in spite of very, very few EV's having been sold outside of China, Europe and North America. Lots of vehicles were sold in Central and South America, Africa, India. Very, very few EV's. 

About 90% of recent EV sales have been in China and Europe. Why? It's very simple: because laws in China and Europe said that higher percentages of vehicles had to be EV's. Because people decided that EV sales were going to grow.

What's the biggest obstacle to the growth of solar and wind power to run all these EV's, real present-day one plus the imaginary future ones? It's the legal situation again, with the fossil fuel industry and so-called "utilities" hindering the growth of solar and wind, and thus the death of fossil fuels. 

From one perspective it all seems very complicated, and it's true that there are a lot of moving parts here, and that EV sales are just a part of it: exposing the ties between fossil fuels and government, building up solar and wind, smartening up the grid, improving public transportation, encouraging people to walk more and eat less meat, afforestation, re-forestation, rebuilding wetlands, etc etc. Yes, you could say that it's complicated.

From another perspective, though, it's as simple as anything could ever be: do we want to save our own lives? How much do we want it? Do we want it bad enough, or not?

I'm not going to save the world all by myself, one isolated autistic weirdo with a silly blog. How many people are working on these things, how many will join them? People with the brains to make better batteries and smarter grids? People with power, people in positions to pass laws that get more EV's and less ICE vehicles built, laws that speed the growth of solar and wind and kill off fossil fuels, laws which improve education so that everyone is better equipped to improve all of these things? People with the patience and eloquence and intelligence to explain, better than I can, why all of these things are necessary and how important they are?