Nu alla elbilsfantaster får ni vatten på kvarnen:
Analytiker Mark Lewis på banken BNP dömer ut oljan, snabbt också troligen?
De närmaste fem åren kommer elbilarna slå ut oljedrivna , 2023-2025 kommer en elbil att kosta lika mycket som en oljebil.
Priset skall ner till 10-20 dollar per fat för att vara konkurrenskraftigt mot elbilar. Ligger priset kvar på 60 dollar /fat kommer 40 % av efterfrågan försvinna när alla kör elbil!
https://investors-corner.bnpparibas-am. ... oleum-age/
De introducerar ett nytt begrepp, ”energi at the Wheels” per investerad krona!
Executive summry:
The death toll for petrol. With 36% of demand for crude oil today accounted for by LDVs and other vehicle categories susceptible to electrification, and a further 5% by power generation, the oil industry has never before in its history faced the kind of threat that renewable electricity in tandem with EVs poses to its business model: a competing energy source that (i) has a short-run marginal cost (SRMC) of zero, (ii) is much cleaner environmentally, (iii) is much easier to transport, and (iv) could readily replace up to 40% of global oil demand if it had the necessary scale. We conclude that the economics of oil for gasoline and diesel vehicles versus wind- and solar-powered EVs are now in relentless and irreversible decline, with far-reaching implications for both policymakers and the oil majors.
A warning from the European utility sector. If all of this sounds far-fetched, then the speed with which the competitive landscape of the European utility industry has been reshaped over the last decade by the rollout of wind and solar power – and the billions of euros of fossil-fuel generation assets that this has stranded – should be a flashing red light on the oil industry’s dashboard.
Men allt detta visste ni väl redan?