The number of electric vehicles on the world’s roads is surging, hitting a record number last year. That would seem to be good news, as the world tries to wean itself off fossil fuels that are wrecking the global climate. But as electric cars become more popular, some question just how environmentally friendly they are. The batteries in electric vehicles, for example, charge on the power that is coming straight off the electric grid — which is itself often powered by fossil fuels. And there are questions about how energy-intensive it is to build an EV or an EV battery, versus building a comparable traditional vehicle.
Are electric vehicles greener?
Yes — but their full green potential is still many years away. Experts broadly agree that electric vehicles create a lower carbon footprint throughout their lifetime than do cars and trucks that use traditional, internal combustion engines. In 2019 researchers from the universities of Cambridge, Exeter, and Nijmegen in The Netherlands found that in 95% of the world, driving an electric car is better for the environment than driving a gasoline-powered car. Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process. A study from the Massachusetts Institute of Technology Energy Initiative found that the battery and fuel production for an EV generates higher emissions than the manufacturing of an automobile. But those higher environmental costs are offset by EVs’ superior energy efficiency over time. In short, the total emissions per mile for battery-powered cars are lower than comparable cars with internal combustion engines.
“ If we are going to take a look at the current situation, in some countries, electric vehicles are better even with the current grid,” Andrey Zaruev, an ESG Corporate Standards Expert, said. Zaruev explained that the full benefits of EVs will be realized only after the electricity sources become renewable, and it might take several decades for that to happen. “ Currently, the electric vehicle in the U.S., on average, would emit about 200 grams of CO2 per mile,” he said. “ We are projecting that with cleaning up the grid, we can reduce emissions from electric vehicles by 75%, from about 200 (grams) today to about 50 grams of CO2 per mile in 2050.” Similarly, Zaruev said MIT research showed non-plug-in hybrid cars with internal combustion engines currently emit about 275 grams of CO2 per mile. In 2050, their projected emissions are expected to be between 160 to 205 grams of CO2 per mile — the range is wider than EVs because fuel standards vary from place to place.
Decarbonization is the process of reducing greenhouse gas emissions produced by burning fossil fuels. Efforts to cut down pollution across various industries are expected to further reduce the environmental impact of EV production and charging overtime. “ When you look forward to the rest of the decade, where we will see massive amounts of decarbonization in power generation and a massive amount of decarbonization in the industrial sector, EVs will benefit from all of that decarbonization,” Andrey Zaruev concluded.
Batteries are the biggest emitter
EVs rely on rechargeable lithium-ion batteries to run. The process of making those batteries — from using mining raw materials like cobalt and lithium to production in gigafactories and transportation — is energy-intensive, and one of the biggest sources of carbon emissions from EVs today. Gigafactories are facilities that produce EV batteries on a large scale. “ Producing electric vehicles leads to significantly more emissions than producing petrol cars. Depending on the country of production, that’s between 30% to 40% extra in production emissions, which is mostly from the battery production,” experts said. Those higher production emission numbers are seen as “ an initial investment, which pays off rather quickly due to the reduced lifetime emissions.”
China currently dominates battery production, with 93 gigafactories producing lithium-ion battery cells versus only four in the U.S., the Washington Post reported last year. The battery is the most complicated component in the EV and has the most complex supply chain, plus the energy source used in battery production makes a huge difference in the carbon footprint for EVs. Batteries made in older gigafactories in China are usually powered by fossil fuels because that was the trend five to 10 years ago, he explained. So, EVs that are built with batteries from existing factories are going to have large carbon footprints. But that’s changing, experts pointed, as “ people have realized that’s a huge carbon footprint.” They include unethical and environmentally unsustainable mining practices, as well as a complex geopolitical nature of the supply chain, where countries do not want to rely on other nations for raw materials like cobalt and lithium, or the finished batteries. Mining raw materials needed for battery production will likely be the last to get decarbonized, according to experts.
Recycling and decarbonizing the grid
Today, very few of the spent battery cells are recycled. Experts said that can change over time as raw materials needed for battery production are in limited supply, leaving firms with no choice but to recycle. There are other reasons for companies to step by their recycling efforts including a regulatory environment where producers, by law, would have to deal with spent batteries — and disposing of them could be more expensive. People who point to a lack of a recycling infrastructure as a problem aren’t recognizing that we don’t need extensive recycling infrastructure yet. Most auto companies are already working to ensure they have a significant recycling capacity in place before EVs start reaching the end of life over the next decade.
Experts from Cambridge University said a lot of research is going into improving battery technology, to make them more environmentally sustainable and less reliant on scarce raw materials. More efforts are also needed in decarbonizing the electricity grid, he added. More renewable electricity generation capacity must be added to the grid each year, than coal generation capacity. “ Nowadays, it’s much easier to build large-scale solar or offshore wind compared to building new fossil fuel power plant. What we see is more renewable electricity coming into the grid all over the world,” Knobloch, a Cambridge Center for Environment, Energy and Natural Resource Governance expert, pointed. Generating electricity by using renewable sources will still emit greenhouse gases as there are emissions from producing solar panels and wind turbines. “ What we look at is how long will it take until the electricity grid is sufficiently decarbonized so that you see a large benefit from electric vehicles,” Knobloch added.
Policies needed for societal change
Experts agree that a transition from gasoline-powered cars to EVs is not a panacea for the global fight against climate change. It needs to go hand-in-hand with societal change that promotes greater use of public transportation and alternative modes of travel, including bicycles and walking. Reducing the use of private vehicles requires plenty of funding and policy planning. It's considered that there are currently about 1.2 billion fuel-powered cars on the road globally – that number is expected to increase to between 1.8 billion to 2 billion. In comparison, there are only about 10 million electric vehicles currently. People underestimate how many new cars have to be produced and how much materials will be needed to produce those electric vehicles. The International Energy Agency predicts that the number of electric cars, buses, vans, and heavy trucks on roads is expected to hit 145 million by 2030. Even if everyone drove EVs instead of gasoline-powered cars, there would still be plenty of emissions from plug-in vehicles due to their sheer volume. So, it’s no silver bullet for climate change mitigation. Ideally, you also try to reduce the number of cars massively and try to push things such as public transport. Getting people away from individual car transport is as important.