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Rebuttal to Sirish Chandran - Don't Ride The Toyota Story

Hey Sirish,

Hello from EV enthusiasts. Let us preface this by saying that we hope we all want the same things - India to be a better, healthy and environmentally conscious country for us and our future generations.

Here is a rebuttal to your tweets with some facts, and FYI not facts whose source is a company which has not been able to provide a credible EV even with its dominant market share and market Cap :-

Tweet 1/7

  • Dramatic job creation finding in e-vehicles study - The shift to electric cars could create more than twice as many new jobs as the number that will be lost by the demise of the internal combustion engine. That is the main finding of a study by the European Association of Electrical Contractors (AIE) into the employment impact of a move to e-vehicles. The main beneficiaries will be people working for small and medium-sized enterprises (SMEs). T&E clean cars director Greg Archer added: ‘Politicians should take note of this study, not just for what it says about the benefits of e-vehicles, but as a warning not to trust traditional industries that say they can’t tackle environmental issues without putting large numbers of people out of work. It’s normally an excuse for a failure to take action. And this study underestimates the full potential of e-vehicles, as even more jobs could be created if we take into account the electrification of trucks, buses and ships.’ We hope that you are happy seeing this, Sirish.

  • E-vehicles industry to create 10 million jobs in future: Report

  • How Germany closed its coal industry without sacking a single miner - Do see how Germany closed its coal industry without sacking a single miner.

Jobs will be created in Renewable sectors and others too. Also using the argument of job, we should be opposing automation in industries also. :)

There is this documentary (do watch)- Will Germany's car industry survive?

Some points to note from this -

Its about political will.

Jobs may be lost, but new ones will be created.

Trying to protect jobs in sector where world markets have moved, is the worst mistake one can ever make.

Tweet 2/7

As you acknowledge infrastructure can be scaled up quickly. Thanks for acknowledging the same. We really don't understand the argument on where India is on raw materials required for EVs! An EV requires the following components:-

  • Batteries-

  1. Reserves of lithium, required for production of EV batteries, found near Bengaluru- Recently 14,000 MT of Lithium reserves was found near Bangalore. Many more such deposits may be found going forward.

  2. Panasonic may set up li-ion battery module assembly  unit in India

  3. Niti Aayog seeks Cabinet nod for battery push - GOI has plans for providing subsidy for battery manufacturing in India. And also setting up multiple gig factories.

  • Motors- India has a lot of electric motor manufacturers , some of the worlds best . Predominantly permanent magnet synchronous motors are used. Many manufacturers already manufacture this, some OEMs make them inhouse too.

  • PCB /Controller unit: already used by ICE manufacturers , same sources can be used.

  • Single speed reduction gear box: No need to discuss this.

  • HMI & Backend software and sheetmetal and body work are nothing new.

What we don't understand is, yes , we may be importing many components as of now, but surely they can be localised in the near future. Also importing these components is a one-off thing. Compare this to importing dead dinosaur oil in shipping containers that burn more dinosaur oil for all the ICE/hybrid in perpetuity!

India's oil import dependence jumps to 84 per cent.

India spent USD 111.9 billion on oil imports in 2018-19. At an average cost of $35,000 per an EV, even if all 60% components are imported, that's ~ 53 lakh cars i.e. 1.6X of India's annual car sales.

Tweet 3/7

The hand-waving argument - electric cars are dirty because the grid is coal powered - just doesn't fly when faced with reality.

Most profound point to note: ICE cars burn gasoline less cleanly than it did when new. As engines age they inevitably begin to irreparably fall apart, become less efficient, and just plain become dirtier.

Over time, electricity on the grid gets cleaner and cleaner. That&#x