We got through it in 2022. We can get through it again.
Though unfortunately Americans will learn the wrong lesson from this which should be to reduce dependency on oil for every day life. We should be aiming to have fewer cars and abandon car-only transportation as policy, and more sidewalks, trams, bike lanes, and better medium density mixed-use development. But if folks want to have Ford F-250s and drive 15 miles for a loaf of bread, you have to care about the Straight of Hormuz which Iran could threaten to shut down anytime and as they continued to strengthen their military capabilities increasingly likely to shut down in the future.
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Also to be clear EVs aren't the answer either. Can't be dependent on China for rare earth mineral processing, still doesn't solve c02 emissions, still have traffic and all the negative externalities.
The rare earth dependency on China is very much overblown. The U.S. has very significant natural reserves of rare earth minerals. The problem is the same with all mining - it's uneconomic to mine minerals in the U.S. because the job of "miner" is unattractive to Americans (both the laborers and the governments that sign environmental permits) when there are cleaner, safer, and more highly paid jobs available.
They're also just as much of a CO2 solution as electric trains are, i.e. it depends on the fuel source for the local electric grid (which today is overwhelmingly solar in most of the places where EVs are popular).
We're dependent on processing and refining, not the minerals themselves. Takes, from what I understand, 10-15 years to stand up that capability.
Overall EVs are great and all and that's what I have, but they're not addressing the underlying concerns and sticking with car-only or car-based infrastructure whether that's ICE or EV is a losing proposition.
> They're also just as much of a CO2 solution as electric trains are,
No, you need fewer electric trains to move much more people plus you don't replace the trains as often, &c, and then add in all the miles and miles of paved roads you need, parking lots, you name it. There's no way around this, if you care about the environment or care about human wellbeing you have to move away from car-only infrastructure like the US has and move toward more European models. And no, the geography isn't a challenge, most people live in urban areas in the United States, China is big too, and so forth.
10-15 years to stand up legacy refining capability, which is heavy in pollution.
China invested decades into research and has made significant progress in extra refined, four nines purity rare earth minerals, required for advanced industries.
They may be two decades+ ahead of US at least, plus the talent pipeline
Sure no disagreement there - I think that just strengthens my point. Though I don’t think they are really 2 decades ahead because we can just start stealing their research and reverse engineering products as we see fit.
Another good lesson could potentially be that going to war as a sideshow to distract from a news cycle that threatened people in power is not the best choice for the world at large.
The people who are benefiting from that distraction are not the same who are being harmed by the distraction. The leaders seem to be quite okay with these turn of events.
I agree that we should abandon car-only transportation and instead move cars much further down the transit hierarchy. Ideally we would be relying on trains, bikes, and buses for most daily movement, using cars as needed instead of by default. But,
> still doesn't solve c02 [sic] emissions
This is incorrect. It doesn't magically make the entire grid carbon neutral but it does let us use much more efficient forms of power generation to make the electricity, and electric cars themselves do not emit CO2 (Carbon with 2 Oxygen). Effectively, switching to electric cars would remove cars themselves as a source of CO2 and make decarbonization much much easier.
> aiming to have fewer cars and abandon car-only transportation as policy,
impossible in the US due to (sub)urban sprawl. The only way to get rid of car-only mode is to get rid of suburban sprawl and put people back into dense Eastern European style commieblocks.
Also it is impossible in the US due to market economy. People will inevitable have to commute long distance to reach job sites or customers. Eastern commieblocks could solve that because people worked in large industrial factories, and there were only a handful of factories per town, and one downtown, and all routes were predetermined and planned.
car-only mode is the expression of the American Dream (tm), that you can live in your SFH in a burb, and hop into your personal car any second and go anywhere you want. It is the Ultimate Freedom (tm) and anything else is a significant downgrade in a lifestyle
We certainly face headwinds and challenges and we will never be totally free of suburbs or anything - even Europe has those, but we can make great progress in specific areas and to your point leverage market efficiency to drive the progress we need to make as a country. When I think about my hometown of Columbus I think about the hundreds of acres of surface parking lots, those can be converted to economically useful land with shops, small-scale workshops, housing of various types, offices, and more. And by doing so we can build up appropriate density without too much of a challenge. Younger folks than me are clamoring for better living conditions - we should make it happen. That doesn’t mean we abandon cars or anything - I like mine, but with better building patterns we can reduce the burden on everyone to have to buy all this stuff just to get a loaf of bread, go to school, or any other normal daily activities. Then we can make more use of our existing infrastructure instead of building more and then not being able to afford to maintain it (state DOTs are big jobs programs and they build even if they don’t need to so that they don’t have to lay people off - biggest scam in the USA and maybe the world).
There’s a really well known photo of Amsterdam before and after their car-first infrastructure. I can try to find it later but if you search for it, you could find it pretty easily I think. You’ll know it when you see it and it’ll blow your mind.
> Oil is still underpriced wrt to its environmental cost.
This may well be true, but we still haven't found a better fuel. Sure, we have electric cars, but they are still too expensive for the masses, or impractical, e.g. for apartment dwellers. Besides, oil has countless other uses besides as fuel for vehicles.
Yes, and, the world would be better off if the price of oil were higher. We would produce less plastic crap and take fewer frivolous airplane trips and take more public transit. Our petroleum consumption is based on underpriced oil.
This could be an argument for investing in more reliable/higher capacity public transit systems though. Which would also likely result in a fair increase in public health from moving a bit more and possibly less polluted air going in an out of the lungs of the populace.
> This could be an argument for investing in more reliable/higher capacity public transit systems though.
Public transit is impractical outside of big urban centers. And even there, it's nearly always a nasty experience. This is why people who can afford it still drive or use taxis in cities.