New Scientist - USA (2019-07-13)

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13 July 2019 | New Scientist | 19

thing for the market,” he says.
International firms are also
competing for a share of the
Chinese market: Volkswagen
announced plans in April to
produce 11.6 million EVs in China
by 2028, and Tesla is building a
massive factory in Shanghai.
But why aren’t overseas
consumers driving Chinese-made
EVs yet? To date, Chinese vehicle
companies have been more
comfortable exporting
commercial logistics vehicles
than passenger cars, says Wang,
because they prefer to avoid the
vagaries of consumer demand.
There are also questions over
privacy. For example, it was
claimed last year that electric
car-makers in China give the
government data from their cars,
and more than a million cars are
being tracked in real time.
Claims that companies such
as BYD will produce a car that
rivals Tesla are overblown, says
Barkenbus. “I think it’d be pretty
hard to match Tesla in terms of
its performance.” Where Chinese
vehicles may be successful, he
says, is in making mid-range
vehicles for the global market.
Although Tesla’s goal is to make
affordable EVs, the price of its
current cheapest model is close
to that of other luxury car brands.
The background in battery
manufacturing of BYD – and
another Chinese firm, CATL – may
be a boon for the Chinese industry.
Battery costs account for about
a quarter of an EV’s price, and
are consistently becoming
cheaper to make, says Korus.
“Our research suggests that
by the early 2020s, you’re going
to have an electric vehicle that is
sticker-priced cheaper than a gas
counterpart,” he says, at which
point he foresees a swing in
demand. For the sake of the planet,
that can’t come soon enough. ❚

market is already the biggest in
the world, EVs still only make up
an estimated 4 per cent of total
car sales there. The world leader
is Norway, where last year
46 per cent of cars sold were EVs.
The transition will take time,
says Wang. He calculates that
even if close to 100 per cent of
Chinese car sales are EVs by 2031,
they will still only number around
30 per cent of all cars on roads.
And government subsidies to
manufacturers, which peaked
in 2014 at 100,000 yuan per car,
are on track to be phased out by
2020, sparking concerns that sales
will plummet.
Korus says it may lead to a
reduction in the number of
Chinese EV firms. He compares it
to the US auto industry in the early
1900s, which shrunk from 250
manufacturers to less than 50 in
about a decade. “This is a good

“By the early 2020s, an
electric vehicle will be
priced cheaper than a
fossil-fuel counterpart”


The switch to EVs has been
easier in China because private
car ownership is a relatively new
phenomenon, says Isbrand Ho
at BYD Europe in the Netherlands,
so there is little brand loyalty.
“Whatever will work efficiently,
effectively and comfortably for
the consumer, they are most
likely to adopt,” he says.
Barkenbus says peak car
ownership in places like the US
and UK means that such countries
have been slower to adapt to EVs

than China. “It’s doubtful that
we will sell more cars [in these
countries] in the future than we
have been able to sell in the last
few years,” he says. “That’s not the
case in China where the per capita
ownership is much lower.”
And there is still a lot of room to
grow. Even though the Chinese EV

▲ Jodrell Bank
Not all satellite dishes
are ugly - Jodrell Bank
Observatory in Cheshire,
UK, is now a UNESCO
world heritage site.

▲ Billions of trees
Enlarging forests by a
third could lock up enough
carbon to give us 20 more
years to stupidly dither on
tackling climate change.

▼ British Airways
UK data watchdogs have
threatened BA with a
£183 million fine for
failure to protect customer
details – maybe they got
sent to the wrong airport?

▼ Uber Eats
The takeaway delivery
service has a radical new
idea – order your food,
then sit down to eat it
at a restaurant. No need
to wait at home!

▼ Space baby
SpaceLife Origins, a
Netherlands start-up, had
wanted to enable the first
birth in space. Now plans
are “on hold”, presumably
after realising they were
really, really, really bad.

Working
hypothesis
Sorting the week’s
supernovae from
the absolute zeros

More Insight online
Your guide to a rapidly changing world
newscientist.com/insight

BYD Auto sells more
electric cars than any
other firm in the world

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