A sign EVs are no longer a neglected stepmother in the car industry? Norway could sell its last gas-powered car immediately next year.

Bill ug Gliano / Getty

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One of the themes of this newsletter is that in order to avoid the dire consequences of a climate crisis, the United Nations needs to mass-transform the world’s physical infrastructure if it is to depopulate the economy by 2050. This will not be as easy as passing the carbon tax or clean-up responsibility: the wires have to be fenced, the solar farms have to be built. Industries need to be revived. And even if that kind of change is managed only by the government (hence the need for infrastructure bills in Congress), consumers and companies will eventually. do For most of the work to happen.

Take electric cars, for example. An electric car is an expensive, unique piece of technology, but it takes even one build More Expensive, unique technology — custom-made, large and heavy, and manufactured in factories or around the world. And if you want those devices to produce a car in a few years, you need to start planning now.

That’s exactly what Ford is doing. The facilities, which employ a total of 11,000 workers, produce lithium-ion vehicle batteries and assemble electric F-series pickup trucks. Ford has several factories in Kentucky, making this the first plant in Tennessee in six decades. Located one hour outside of Memphis, Tennessee will be Ford’s largest campus — and the first new American car assembly plant in decades.

The politics of this ad should be considered. Ford and Esk invented $ 500 million incentives for Tennessee Kentucky gave them $ 300 million and more than 1,500 acres of free land. In Detroit, Ford’s workers were historically united – and in fact a source of power in the national labor movement. But with these new factories, Ford is becoming more and more anti-union: Tennessee and Kentucky are both working-class states, which means that local law associations are required to operate within a specific institution. In the interview, Ford General Manager Jim Farley asked whether the two factories would co-exist. (Last week, the company announced that it was investing a combined $ 250 million to expand EV’s product line in integrated Michigan facilities.)

That news may upset those on the left who hope to enjoy the benefits of electrification, such as old school unions, unified car workers. But you can see the political negotiations that can be found here. Climate-threatened Democrats are expanding their production in the United States, and climate-conservative Republicans are expanding their work in their home states. (And associations are formed) That Negotiations can successfully increase support for additional federal climate policy, further accelerating the financial-political-technological feedback cycle, which I have dubbed the “Green Circle.”

It is more important than advertising. In the past, environmentalists have complained even when the law requires cars to be built To do For climate-friendly cars, they are not treated as the main product. It’s easy to underestimate a lot of corporate green dyes for climate-friendly advertising, but Ford’s two new factories represent real money: the car’s investment share exceeds its 2019 annual revenue. This investment is large enough for Ford Permission Treat EVs as a big business.

And if you look around the world, you will see that Ford is not alone. EVs are no longer the neglected stepchildren of the global car industry. Here are some recent headlines:

  • Nine percent of the new cars sold worldwide this year will be EVs or plug-in hybrids, According to S&P Global. That’s an impressive 3% increase over the previous two years.
  • The parent company of GM, Ford, Volkswagen, Toyota, BMW and Fiat-Chrysler By 2030, everyone promises, At least 40 percent of their new cars It works on a non-gasoline source around the world. A few years ago, the standard forecast was that half of the new cars sold in the United States It will be electric by 2050. That timeline has grown exponentially not only in the United States but around the world. (Actually, unlike the high-tech self-portrait, America is Delayed In this global transition. The two largest markets for AVs around the world are China and the European Union.)
  • More surprisingly (and importantly), automobiles are showing that they truly believe in that goal. The car industry will generally be licensed Pump over $ 500 billion By 2030 to EV Investment. Ford’s investment in these two plants represents less than a third of the $ 30 billion investment in AV production by 2025, and this is relatively small compared to its peers. Volkswagen announces $ 60 billion investment Honda made $ 46 billion.
  • Norway may stop gas cars before the newspaper. The country is one of the strongest EV policies in the world, and it is still pursuing its own missions. Eight out of 10 cars had the same type of electric drive in recent accounting. Given the current trend, Norway will sell its last gas car in April next year – and I doubt it will. That Downhill, consumer preferences are going well ahead of schedule to ban new gas car sales by 2025.

I did not make predictions or announce that a significant point had been reached for the EVs. But if the mass mixing of electric cars hits the turning point, well, doesn’t that look like that?

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