Monday, March 22, 2010

The Best Peak Oil Investments, Part II: Hydrogen and Vehicle Electrification

There are many proposed solutions to the liquid fuels scarcity caused by stagnating (and eventually falling) oil supplies combined with growing demand in emerging economies. Some will be good investments, others won't. Here is where I'm putting my money, and why. This second part looks at hydrogen and electrification strategies for replacing oil. You can find another take on the economics of PHEVs and EVs direct from a Lawrence Berkley National Laboratory battery researcher here and here. He reaches the same conclusions as John, but includes interesting technical discussions of the technological barriers to making batteries small and cheap enough for widespread adoption of PHEVs and EVs. More>