Peter Zeihan

They're also net dirtier than gasoline because of the production cycle on the front end.

Now, if you change the electrical system in a way that I don't understand today,

I reserve the right to change my mind.

If you move away from lithium as the core component of battery storage into something that is less environmentally damaging its production and more energy dense and can take the vibrations better, I reserve the right to change my mind.

But in the last five years, I haven't even seen a prototype system suggested for any of this.

The closest I would say would be the slow motion move from lithium cobalt batteries to lithium iron batteries.

That might help with energy storage at the grid level.

It might really make a difference.

But for transport, no.

It's less dense than what we had.

Where does the net dirty come from?

What is the dirty?

Well, people always forget that the electricity comes from somewhere.

And if, let's say, I've got an 11 kilowatt system on my house.

If I had a Tesla...

And the sun shone for 24 hours a day at my high-altitude noon peak.

It took me two and a half days to charge the car.

So you're not using solar and wind to charge your car.

You're using fossil fuels.

And so the only potential gain that you're getting is that an EV engine is more energy efficient than a gas engine on a mile-per-mile basis.