Catalyst with Shayle Kann

Heavy duty decarbonization

27 snips
May 30, 2024
Guest Andy Lubershane discusses the limitations of electrification for heavy transport like ships, planes, and trucks. Topics include density and infrastructure constraints of batteries, advantages of biofuels, hydrogen, and e-fuels, and the challenges of upgrading grid infrastructure. The podcast explores the need for alternative fuels and the potential solutions for decarbonizing heavy-duty transportation.
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INSIGHT

Start With Electrification

  • Electrification should be the default question for decarbonizing transport because electricity is cheap and drivetrains are highly efficient.
  • Battery electric drivetrains can reach ~80% efficiency from grid to wheels, outperforming other options on operational energy cost.
INSIGHT

Battery Density Limits Persist

  • Batteries lose badly on both volumetric and gravimetric energy density compared with fossil fuels, creating limits for heavier transport.
  • Even optimistic battery advances (2–3x) leave them far short of liquid fuels for weight and space-critical vehicles.
INSIGHT

Infrastructure, Not Just Batteries

  • Grid and charging infrastructure are often the binding constraint for heavy transport even when vehicle electrification is technically feasible.
  • Concentrated fleets (e.g., ports) can add gigawatts of demand and require transmission and substations that take years and cost a lot to build.
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