En artikel i FT,
Reports of oil demand’s death have been greatly exaggerated, bekräftar det jag tidigare skrivit i tråden, det kommer ta lång tid innan elbilsmarknaden påverkar efterfrågan på olja.
Citat:
About two-thirds of oil consumption comes from transportation, with about 40 per cent of that demand coming from cars. In the passenger vehicle sector all the hype is around electric vehicles (EVs), but despite 55 per cent sales growth last year, the actual number amounts to less than 2 per cent of new car sales, and less than 0.2 per cent of the total fleet.
Today’s 3m EVs displace less than about 60,000 barrels a day of oil consumption, or less than 0.06 per cent of total global demand.
Citat:
Even with aggressive penetration of EVs it will take until late in the next decade before an inflection in oil demand is observed, with most demand destruction in the next 10 years coming from fuel efficiency rather than EV displacement.