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2/ Oil plays a fundamental role in:

It powers 97% of all the world’s transport: trucks, trains, planes, ships.

Enabling modern farming practices, from equipment to chemicals.

We produce clothing, housing, computers, phones, medical equipment and millions of other products. image

3/ People mistakenly reason as follows:

Gasoline is 43% of a barrel of oil.

Therefore, reducing the use of gas will reduce the demand for oil by 43%.

But they don’t understand how we extract gasoline, asphalt, etc. of that barrel

4/ Each product made from a barrel of oil is separated by heat.

Lighter products such as gasoline separate at lower temperatures.

Heavier products such as asphalt and diesel separate at higher temperatures.

You can’t make heavier products without making lighter products like gasoline. image

5/ Even if the United States stops using gasoline, we will still need oil to make diesel, fuel oil, jet fuel, and other heavy petroleum products.

In fact, we will need more oil, not less…

6/ An electric car requires 6 times more minerals than a gas car.

7/ The more minerals it takes to make a car, the more mining it takes.

And the more mining is needed, the more diesel fuel is needed to power the machines that dig, process and transport the materials.

The more diesel we need, the more oil we need.

8/ Can’t we replace diesel, diesel, fuel oil and asphalt with something else?

Right now we have no scalable and economically viable alternative.

9/ Can’t we make petroleum products without making gasoline?

It’s possible, but it won’t happen anytime soon.

Right now refineries are being built to separate the gasoline.

Existing refineries should be replaced.

This is unlikely to happen in the next 20 years.

10/ Meanwhile, what will the US do with the ~135 billion gallons of gasoline it consumes annually?

It will flood the market.

The excess supply will lower the price of gasoline.

11/ This means that people who previously couldn’t afford gas will be able to.

Leftover gas will be used in the developing world.

Most countries in the developing world do not have environmental laws to curb emissions.

So more gas use in the developing world will mean more emissions.

12/ People promoting electric vehicles mean well.

But the road to higher emissions will likely be paved with these intentions.

Escalating EVs won’t change the amount of oil the U.S. consumes and will likely lead to increased emissions in the developing world.

13/ Is there an alternative to scaling electric vehicles in the US?

-Using technology to reduce emissions (such as catalytic converters)

-Invest in hybrids

– Design more efficient internal combustion engines

-Continue R&D in synthetic fuels

14/ Stay informed, follow me @BrianGitt.

And subscribe to read my articles on energy and

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