I read it. I’m not convinced. There’s a whole section about trucks needing diesel while completely ignoring how delivery vans are being electrified. Companies like Amazon, WalMart, and Frito Lay are replacing their delivery vehicles, freeing up diesel elsewhere.
There was also this: “Since passenger vehicles are in use for 15+ years, there is still a massive fleet of gas-guzzlers out there—and will be for a long time to come” This seems to completely ignore the used EV vehicle market. Evidently only combustion vehicles last? Also most passenger vehicles don’t use diesel, so what does this have to do with the thesis about electrification setting up a ”feedback loop” in the diesel market?
The whole piece is a bizarre construct with some whining about how if people don’t continue to buy diesel in large quantities, the refineries will somehow get completely confused and go belly up.
Umm… he really isn’t pro-diesel. I think you are misinterpreting the intent of the post. Some fleets are being electrified in some countries but it’s a small number in most areas, the demand is still extremely high for deisel. He’s not happy about that though.
I read it. I’m not convinced. There’s a whole section about trucks needing diesel while completely ignoring how delivery vans are being electrified. Companies like Amazon, WalMart, and Frito Lay are replacing their delivery vehicles, freeing up diesel elsewhere.
There was also this: “Since passenger vehicles are in use for 15+ years, there is still a massive fleet of gas-guzzlers out there—and will be for a long time to come” This seems to completely ignore the used EV vehicle market. Evidently only combustion vehicles last? Also most passenger vehicles don’t use diesel, so what does this have to do with the thesis about electrification setting up a ”feedback loop” in the diesel market?
The whole piece is a bizarre construct with some whining about how if people don’t continue to buy diesel in large quantities, the refineries will somehow get completely confused and go belly up.
Umm… he really isn’t pro-diesel. I think you are misinterpreting the intent of the post. Some fleets are being electrified in some countries but it’s a small number in most areas, the demand is still extremely high for deisel. He’s not happy about that though.