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The Elephant in the Tank

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Put another way, the various sources of energy are fungible for residential, industrial, and commercial uses, but not for transportation.

If we are to undertake the equivalent of open-heart surgery on our economy, we must insist that after the trauma, the fuel for all segments of the economy should be capable of coming from multiple sources of energy. This will allow us to cope with the unexpected, and will prepare us for future transition to renewable sources of energy like wind and solar. This is why fungibility in transportation is important.  

This approach has its problems too. As with Pickens' plan, cars and trucks, old and new, must be converted. They need to be able to run on electric power, even if only partially. As we make progress, we will become increasingly dependent on battery technology and manufacturing, most of which currently takes place outside the U.S. If investments in battery manufacturing abroad outstrip domestic investments, this situation is reinforced. In addition, improved battery technologies may end up using exotic metals.  As we scour the periodic table of elements, our hunt may lead us to yet another set of dependencies.

To better understand the key differences between an electrification approach
and the plans laid out by Pickens and Gore, see the Alternative Thinking interactive feature.

Complicated picture? Yes, it is.

Let's face it, we are dealing with the adaptation of the world's largest industry, under the pull and push of different problems. To have even a small chance to improve matters and end our dependence on imported oil, we need to ask basic questions: What problems do we intend to solve? And in what order? Environmental? Economic? National security? They are all important, but our answers lead to different approaches and to different outcomes.

Personally, my bias is that national security has to be our first priority. We can't lead the world if we're on our knees begging often-hostile nations for oil. Wars have been fought over natural resources, and this could happen again. But whatever the answer, objectivity and clarity are essential for us to make progress on the issue that informs the life of our generation.  

 


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