U.S. to work with allies to secure electric vehicle metals

Connected Home Energy Technologies integrate solar panels, smart meters, EV charging, battery storage, and IoT energy management to cut costs, optimize demand response, and monitor usage in real time for safer, lower-carbon homes.

Key Points

Devices and systems managing home energy: solar PV, smart meters, EV chargers, and storage to cut costs and emissions.

✅ Real-time visibility via apps, smart meters, and IoT sensors

✅ Integrates solar PV, batteries, and EV charging with the grid

✅ Enables demand response, lower bills, and lower carbon

Driven by advances in tech and the advent of high-speed internet connections, many of us now have easy access to a raft of information about the buildings we live in.

Thanks to the proliferation of hardware and software within the home, this trend shows no sign of letting up and comes in many different forms, from indoor air quality monitors to “smart” doorbells which provide us with visual, real-time notifications when someone is attempting to access our property.

Residential renewable electricity generation is also starting to gain traction, with a growing number of people installing solar panels in the hope of reducing bills and their environmental footprint.

In the U.S. alone, the residential solar market installed 738 megawatts of capacity in the third quarter of 2020, a 14% jump compared to the second quarter, according to a recent report from the Solar Energy Industries Association and Wood Mackenzie.

Earlier this month, California-headquartered SunPower — which specializes in the design, production and delivery of solar panels and systems — announced it was rolling out an app which will enable homeowners to assess and manage their energy generation, usage and battery storage settings with their mobile, as California looks to EVs for grid stability amid broader electrification.

The service will be available to customers using its SunPower Eqiunox system and represents yet another instance of how connected technologies can provide us with valuable information about how buildings operate.

Similar offerings in this increasingly crowded marketplace include so-called “smart” meters, which allow consumers to see how much energy they are using and money they are spending in real time.

Elsewhere products such as Hive, from Centrica, enable users to install a range of connected kit — from plugs and lighting to thermostats and indoor cameras — that can be controlled via an app on their cellphone and, in some cases, their voice. 

Connected car charging
Solar panels represent one way that sustainable tech can be integrated into homes. Other examples include the installation of charging points for electric vehicles, as EV growth challenges state grids in many markets.

With governments around the world looking to phase-out the sale of diesel and gasoline vehicles and encourage consumers to buy electric, and Model 3's utility impact underscoring likely shifts in demand, residential charging systems could become an integral part of the built environment in the years ahead.

Firms offering home-based, connected, charging include Pod Point and BP Pulse. Both of these services include apps which provide data such as how much energy has been used, the cost of charging and charge history.  

Another firm, Wallbox, recently announced it was launching its first electric vehicle charger for North American homes.

The company, which is based in Spain, said the system was compatible with all types of electric vehicles, would allow customers to schedule charges, and could be voice-controlled through Google Assistant and Amazon Alexa, while mobile energy storage promises added flexibility for strained grids.

Away from the private sector, governments are also making efforts to encourage the development of home charging infrastructure.

Over the weekend, U.K. authorities said the Electric Vehicle Homecharge Scheme — which gives drivers as much as £350 (around $487) toward a charging system — would be extended and expanded, targeting those who live in leasehold and rented properties, even as UK grid capacity for EVs remains under scrutiny.

Mike Hawes, chief executive of the Society of Motor Manufacturers and Traders, described the government’s announcement as “welcome and a step in the right direction.”

“As we race towards the phase out of sales of new petrol and diesel cars and vans by 2030, we need to accelerate the expansion of the electric vehicle charging network, and proper grid management can ensure EVs are accommodated at scale,” he added.

“An electric vehicle revolution will need the home and workplace installations this announcement will encourage, but also a massive increase in on-street public charging and rapid charge points on our strategic road network.”

Change afoot, but challenges ahead
As attempts to decarbonize buildings and society ramp up, the way our homes look and function could be on the cusp of quite a big shift.

“Grid-connected home generation technologies such as solar electric panels will be important in the shift to a 100% renewable electricity grid, but decarbonising the electricity supply is only one part of the transition,” Peter Tyldesley, chief executive of the Centre for Alternative Technology, told CNBC via email.

With reference to Britain, Tyldesley went on to explain how his organization envisaged “just under 10% of electricity in a future zero carbon society coming from solar PV, utilising 15-20% of … U.K. roof area.” This, he said, compared to over 75% of electricity coming from wind power. 

Heating, Tyldesley went on to state, represented “the bigger challenge.”

“To decarbonise the U.K.’s housing stock at the scale and speed needed to get to zero carbon, we’ll need to refurbish possibly a million houses every year for the next few decades to improve their insulation and airtightness and to install heat pumps or other non-fossil fuel heating,” he said.

“To do this, we urgently need a co-ordinated national programme with a commitment to multi-year government investment,” he added.

On the subject of buildings becoming increasingly connected, providing us with a huge amount of data about how they function, Tyldesley sought to highlight some of the opportunities this could create. 

“Studies of the roll out of smart metering technology have shown that consumers use less energy when they are able to monitor their consumption in real time, so this kind of technology can be a useful part of behaviour change programmes when combined with other forms of support for home efficiency improvements,” he said.

“The roll out of smart appliances can go one step further — responding to signals from the grid and, through vehicle-to-grid power, helping to shift consumption away from peak times towards periods when more renewable energy is available,” he added.

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BC Hydro Lillooet EV fast charging launches a pull-through, DC fast charger hub for electric trucks, trailers, and cars, delivering 50-kW clean hydroelectric power, range-topups, and network expansion across B.C. with reliable public charging.

Key Points

A dual 50-kW pull-through DC fast charging site in Lillooet supporting EV charging for larger trucks and trailers.

✅ Dual 50-kW units add ~50 km range in 10 minutes

✅ Pull-through bays fit trucks, trailers, and long-wheelbase EVs

✅ Part of BC Hydro network expansion across B.C.

A new BC Hydro electric vehicle fast charging site is now operational in Lillooet with a design that accommodates larger electric trucks and trailers.

'We are working to make it easier for drivers in B.C. to go electric and take advantage of B.C.'s clean, reliable hydroelectricity,' says Bruce Ralston, Minister of Energy, Mines and Low Carbon Innovation. 'Lillooet is a critical junction in BC Hydro's Electric Highway fast charging network and the unique design of this dual station will allow for efficient charging of larger vehicles.'

The Lillooet station opened in early March. It is in the parking lot at Old Mill Plaza at 155 Main Street and includes two 50-kilowatt charging units. Each unit can add 50 kilometres of driving to an average electric vehicle with BC Hydro's faster charging initiatives continuing to improve speeds, in about 10 minutes. The station is one of three in the province that can accommodate large trucks and trailers because of it's 'pull-through' design. The other two are in Powell River and Fraser Lake.

'As the primary fuel supplier for electric vehicles, we are building out more charging stations to ensure we can accommodate the volume and variety of electric vehicles that will be on B.C. roads in the coming years,' says Chris O'Riley, President and CEO of BC Hydro. 'BC Hydro will add 325 charging units to its network at 145 sites, and is piloting vehicle-to-grid technology to support grid flexibility within the next five years.'

Transportation accounts for about 40 per cent of greenhouse gas emissions in B.C. In September, BC Hydro revealed its Electrification Plan, with initiatives to encourage B.C. residents, businesses and industries to switch to hydroelectricity from fossil fuels to help reduce carbon emissions, alongside investments in clean hydrogen development to further decarbonize. The plan encourages switching from gas-powered cars to electric vehicles and is supported by provincial EV charger rebates for homes and workplaces.

BC Hydro's provincewide fast charging network currently includes, as part of B.C.'s expanding EV leadership across the province, 110 fast charging units at 76 sites in communities throughout B.C. The chargers are funded in a partnership with the Province of B.C. and Natural Resources Canada.

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EV Carpocalypse signals potential mismatch between electric vehicle production and demand, as charging infrastructure, utility coordination, and plug-in hybrid strategies lag forecasts, while state mandates and market-share plays drive cautious, data-informed scaling.

Key Points

EV Carpocalypse describes overbuilt EV supply versus demand amid charging rollout, mandates, and risk-managed scaling.

✅ Forecasts vs actual EV demand may diverge in near term

✅ Charging infrastructure and utilities lag vehicle output

✅ Mandates and PHEVs cushion adoption while data guides scaling

According to Forbes contributor David Kiley, and Wards Automotive columnist John McElroy, there may be an impending “carpocalypse” of electric vehicles on the way. Sounds very damning and it’s certainly not the upbeat tone I’ve taken on nearly every piece of EV demand content I’ve authored but the author, Kiley does bring up some interesting points worth considering. EV Adoption is happening, and it’s certainly doing so at ever faster rates as the market nears an EV inflection point today. The infrastructure (charging stations, utility cooperation) is being built out more slowly than vehicle manufacturers are producing cars but, as the GM president on EV hurdles has noted, the issue seems to be just that, maybe even the short and medium term plans for EV manufacturing are too aggressive.

#google#

With new EV and plug-in hybrid vehicle sales representing a mere .6% of new car cales in the US, a sign that EV sales remain behind gas cars even as new models proliferate, car makers are are going to be spending more than $100 billion to come out with more than a hundred models of battery electric vheicles which also includes PHEVs and the fear is these vehicles aren’t going to sell in the numbers that automakers and industry analysts may have expected. But forecasts are just that, forecasts, even as U.S. EV sales surge into 2024 suggest momentum. So there’s a valid argument to be made that they’ll either overshoot the true mark or come in way below the actual amount. With nine U.S. states mandating that 15% of new cars sold be EVs by 2025, you could say that at least automakers have supporters in state government helping to push the new technology into the hands of more drivers.

Still, it’s anyone’s guess as to what true adoption will be, and a brief Q1 2024 market share dip underscores lingering volatility. The use of big data and just in time manufacturing will ensure that manufacturers will miss the mark on EVs by less than they have in the past, and will able to cope with breaking even on these vehicles for the sake of gobbling up precious early stage market share. After all, many vendors have up to this point been very willing to break even or make a loss on their lease-only EVs or on EV or hybrid financing in order to gain that share and build out their brand awareness and technical prowess. With some stops and starts, demand will meet supply or supply may need to meet demand but either way, the EV adoption wave is coming to a driveway near you. 

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EV Boom Aftershock highlights electric vehicles straining grid capacity as policy accelerates adoption, requiring charging infrastructure, renewable energy storage, and transition models from Tesla, NIO, Toyota, GM, Blink Charging, and Facedrive's Steer subscription.

Key Points

EV Boom Aftershock is the grid and industry strain from rapid EV adoption requiring charging and storage upgrades.

✅ Policy push: fleet electrification, 550k chargers planned

✅ Grid capacity, storage, and charging infrastructure are critical

✅ Bridge models: subscriptions, rideshare, and logistics electrification

2020 ushered in the start of the EV boom, but it could have a frightening aftershock. The world is already seeing some of the incredible triple-digit gains in EV companies like Tesla and Workhorse. And this EV wave is only expected to grow bigger in the days ahead under the Biden administration.  Mentioned in today's commentary includes:  Tesla, Inc., NIO Limited, Toyota Motor Corporation, General Motors Company, Blink Charging Co.

Just a week after inauguration, President Biden reported he plans to replace the entire government fleet with electric vehicles. That's up to 643,000 vehicles turning electric on the government's dime. But Toyota's president, Akio Toyoda, had an ominous prediction for what could lie ahead.

He stated that if EVs are adopted too quickly, we may not have the energy to support them at this point. In fact, he predicted Japan would run out of electricity by summer if they banned all gas-powered vehicles now. He even went as far as to say that if we rush the process of transitioning to EVs all at once, "the current business model of the auto industry is going to collapse."

While the buzz for electric vehicles has only grown over the last year, many often miss this key piece in making such a drastic shift in such a short period. And although it's expected to create plenty of demand for solar, wind, nuclear, and geothermal energy sources…

At this point in the game, they are still too expensive and lack the storage capacity we'd need for those to be the final solution. That's why companies bridging the gap to the EV world are thriving.

Facedrive, a company known for its "people and planet first" approach, has seen incredible success over the last year, for example. They recently acquired EV subscription company, Steer, from the largest clean energy producer in the United States. Steer's subscription model for EV cars is putting a major twist on the traditional car ownership model. So instead of everyone going out and buying their own EV, they can borrow one as-needed instead.

With Facedrive's acquisition of Steer, customers pay a simple monthly fee like with Netflix, and they get access to a fleet of EVs at their disposal.

Over the last year, big moves like this have helped Facedrive sign a number of important partnerships and deals including government agencies, A-list celebrities, and major multinational corporations. And they've even managed to grow their business throughout the United States and Canada during a time when ridesharing as an industry suffered during global lockdowns.

Smartest in the World Making Bold Predictions

While Toyota's president made a dark prediction about where we could be headed, he's not alone in being concerned. Elon Musk expressed his own concerns about the issue recently as well.

In an interview in December, he said that the world's electricity consumption would likely double once EVs become the norm. And that's only accounting for this mass adoption in electric vehicles.

The situation could become even more pressing as the rest of our lives grow increasingly digital too, sucking up more electricity in the process. With the "internet of things" creating smart cities and smart homes, the demand for electricity will only go up as everything from Peloton bikes to Nest thermostats are now connected by the internet.

With thousands of cars on the roads during morning and evening commutes, it's not hard to imagine times where we simply wouldn't have enough grid capacity to charge all EVs that need it at once.

But in the meantime, Facedrive's moves are putting them squarely in position to smooth out the transition. And in addition to the monthly membership model used with Steer, they're helping keep the number of cars on the road down through their signature ridesharing service.

Their model is simple. When customers hail a ride, they have the choice to ride in an electric vehicle or a standard gas-powered car. After they get to their destination, the Facedrive algorithm sets aside a portion of the fare to plant trees, offsetting the carbon footprint from the ride. In other words, customers ride, they plant a tree.

Through next-gen technology and partnerships, they're giving their customers the option to make a more eco-friendly choice if they choose. Plus, Facedrive has added a booming food delivery service, which has expanded at a record pace while folks were stuck at home during global lockdowns.

They're now delivering over 4,100 orders per day on average. And after growing to 19 major cities, they plan to expand to more cities throughout the U.S. and Canada soon. It's this kind of innovative thinking that has many so optimistic about the opportunities that lie ahead.

Who Will Win In The EV Boom?

Elon Musk warned that, like with the boom in smartphones, we're not likely to see the EV revolution all happen at once, and industry leaders still see mainstream hurdles ahead for broad adoption. Because just like with smartphones, you can't replace them all at once. But it's undeniable that the movement is growing at a remarkable pace, with many arguing it has reached an inflection point already in several segments today.

Even under an administration that was not supportive of climate change and green initiatives, the EV markets have soared throughout 2020, and U.S. EV sales are surging into 2024 as well across segments.

Tesla was one of the biggest market stories of the year, locking in over 700% gains on its way to becoming one of the largest companies on the S&P 500. And experts are expecting to see massive spending on the infrastructure needed for EVs under the Biden administration too.

In addition to his vow to spend more on clean energy research, President Biden also reported plans to build out 550,000 EV charging stations across the country. With the growth we've seen in this area already, it's also caused shares for companies like Plug Power to soar over 1,000% in 2020. And Facedrive has been sharing in this success too, with incredible gains of 834% over the last year.

Facedrive hasn't been the only company riding the EV wave, however.  Tesla (TSLA) was among the biggest market stories of 2020 with incredible gains of over 700%. This helped them become one of the highest-valued stocks in the United States with other Big Tech giants. It is now the most valuable car maker "of all time". It is now worth almost $800 billion.

After a much-touted Battery Day event and expectations of Musk developing a "Million Mile Battery" in the near future, Tesla recently joined the S&P 500.

Billionaire Elon Musk had his eye on this trend far before the hype started building. He released the first Tesla Roadster back in 2008, making electric vehicles cool when people were still snubbing their noses at the first-generation EVs. Since then, Tesla's stock has skyrocketed by over 14,000%. But while Tesla's EV threat to the industry is clear, the competition is heating up in China's EV market right now as rivals scale.

Nio (NIO) is Tesla's biggest competitor, dominating the Chinese EV markets. After going public in 2018, it's been on a tear, producing vehicles with record-breaking range. They recently unveiled their first electric sedan with a longer range battery, which sent shares surging in early January.

Nio's current performance is a far cry from just one year ago In fact, many shareholders were ready to write off their losses and give up on the company. But China's answer to Tesla's dominance powered on, eclipsed estimates, and most importantly, kept its balance sheet in line. And it's paid off. In a big way. The company has seen its share price soar from $3.24 at the start of 2020 to a high of $61 this month, representing a massive 1600% returns for investors who held strong. 

By NIO's fourth quarter report in October, the company announced that its sales had more-than doubled, projecting even greater sales in 2021. The EV up-and-comer has shocked investors and pulled itself back after its rumored potential bankruptcy in 2019, and if this year shows investors anything, it's that its CEO William Li is as skilled and ambitious as anyone in the business.

Toyota Motors (TM) is a massive international car producer who hasn't ignored the transition to greener transportation. In fact, the Toyota Prius was one of the first hybrids to hit the road in a big way. While the legacy hybrid vehicle has been the butt of many jokes throughout the years, the car has been a major success, and more importantly, it helped spur the adoption of greener vehicles for years to come.

And just because its Prius hasn't exactly aged as well as some green competitors, Toyota hasn't left the green power race yet. Just a few days ago, actually, the giant automaker announced that three new electric vehicles will be coming to United States markets soon.

Toyota has a major hold over U.S. markets at the moment. In fact, it maintains a 75% share of total fuel cell vehicles and a 64% share in hybrid and plug-in vehicles. And now it's looking to capture a greater share of electric vehicles, as well.

General Motors (GM) is one of the legacy automakers benefiting from a shift from gas-powered to EV technology. Even with the downfall of Detroit, GM has persisted, and that's due in large part to its ability to adapt. In fact, GM's dive into alternative fuels began way back in 1966 when it produced the world's first ever hydrogen-powered van for testing. And it has not stopped innovating, either.

With the news of GM's new business unit, BrightDrop, they plan to sell electric vans and services to commercial delivery companies, disrupting the market for delivery logistics. This is a huge move as delivery sales have absolutely exploded during the COVID-19 pandemic, and are projected to grow even further over the coming years.

And in January 2021, the giant automaker announced that it will discontinue production of all gas-powered vehicles, including hybrids, by 2035. This is a key factor in its commitment to become carbon-net zero by 2040.  The move will likely sit well with shareholders which are increasingly pushing for companies to clean up their act.

Blink Charging (BLNK) is building an EV charging network that may be small right now, but it's got explosive growth potential that is as big as the EV market itself. This stock is on a major tear and all that cash flowing into it right now gives Blink the superpower to acquire and expand. 

A wave of new deals, including a collaboration with EnerSys and another with Envoy Technologies to deploy electric vehicles and charging stations adds further support to the bullish case for Blink.

Michael D. Farkas, Founder, CEO and Executive Chairman of Blink noted, "This is an exciting collaboration with EnerSys because it combines the industry-leading technologies of our two companies to provide user-friendly, high powered, next-generation charging alternatives. We are continuously innovating our product offerings to provide more efficient and convenient charging options to the growing community of EV drivers."

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Grid-eMotion Fleet Smart Charging enables BVG Berlin to electrify bus depots with compact grid-to-plug DC infrastructure, smart charging software, and high reliability, accelerating zero-emission electric buses, lower noise, and space-efficient e-mobility.

Key Points

Grid-to-plug DC charging for bus depots, with smart software to reliably power zero-emission electric bus fleets.

✅ Up to 60% less space and 40% less cabling than alternatives

✅ DC charging with smart scheduling for depot operations

✅ Scalable, grid-code compliant, low-noise, high reliability

Grid-eMotion Fleet smart charging solution to help the City of Berlin reach its goal of a zero-emission bus fleet by 2030

Dubai, UAE: Hitachi Energy has won an order from Berliner Verkehrsbe-triebe (BVG), Germany’s biggest municipal public transportation company, to supply its Grid-eMotionTM Fleet smart charging infrastructure to help BVG transition to sustainable mobility in Berlin, the country’s capital, where an electric flying ferry initiative underscores the city’s e-mobility momentum.

Hitachi Energy will provide a complete Grid-eMotion Fleet grid-to-plug charging infrastructure solution for the next two bus depots to be converted in the bus electrification program. Hitachi Energy’s solution offers the smallest footprint for both the connection, as well as low noise emissions and high reliability that support grid stability across operations – three key requirements for bus depots in a densely populated urban environment, where space is limited and flawless charging is vital to ensure buses run on time.

The solution comprises a connection to the distribution grid, where effective grid coordination streamlines integration, power distribution and DC charging infrastructure with charging points and smart charging systems. Hitachi Energy will perform the engineering and integrate, install and service the entire solution. The solution has a compact and robust design that requires less equipment than competing infrastructure, which results in a small footprint, lower operating and maintenance costs, and higher reliability. Typically, Grid-eMotion Fleet requires 60 percent less space and 40 percent less cabling than alternative charging systems; it also provides superior overall system reliability.

“We are delighted to help the City of Berlin in its transition to quiet and emission-free transportation and a sustainable energy future for the people of this iconic capital,” said Niklas Persson, Managing Director of Hitachi Energy’s Grid Integration business. “We feel the urgency and have the pioneering technology and commitment to advance sustainable mobility, thus improving the quality of life of millions of people.”

BVG operates Germany’s biggest city bus fleet of around 1,500 vehicles, which it aims to make completely electric and emission-free by 2030, and could benefit from vehicle-to-grid pilots to enhance flexibility. This requires the installation of charging infra-structure in its large network of bus depots.

About Grid-eMotion:

Grid-eMotion comprises two unique, innovative solutions – Fleet and Flash. Grid-eMotion Fleet is a grid-code compliant and space-saving grid-to-plug charging solution that can be in-stalled in new and existing bus depots. The charging solution can be scaled flexibly as the fleet gets bigger and greener. It includes a robust and compact grid connection and charging points, and is also available for commercial vehicle fleets, including last-mile delivery and heavy-duty trucks, as electric truck fleets scale up, requiring high power charging of several megawatts. Grid-eMotionTM Flash enables operators to flash-charge buses within seconds at passenger stops and fully recharge within minutes at the route terminus, without interrupting the bus schedule.

Both solutions are equipped with configurable smart charging digital platforms that can be em-bedded with larger fleet and energy management systems, enabling vehicle-to-grid capabilities for bidirectional charging. Additional offerings from Hitachi Energy for EV charging systems consist of e-meshTM energy management and optimization solutions and Lumada APM, EAM and FSM solutions, to help transportation operators make informed decisions that maximize their uptime and improve efficiency.

In the past few months alone, Hitachi Energy has won orders from customers and partners all over the world for its smart charging portfolio – a sign that Grid-eMotion is changing the e-mobility landscape for electric buses and commercial vehicles, as advances in energy storage and mobile charging bolster resilience. Grid-eMotion solutions are al-ready operating or under development in Australia, Canada, China, India, the Middle East, the United States and several countries in Europe.

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UK Transport Policy Overhaul signals bans on petrol and diesel cars, rail franchising reform, 15-minute cities, and active travel, tackling congestion, emissions, microplastics, urban sprawl, and public health with systemic, multimodal planning.

Key Points

A shift toward EVs, rail reform, and 15-minute cities to reduce emissions, congestion, and health risks.

✅ Phase-out of petrol and diesel car sales by 2030

✅ National rail franchising replaced with integrated operations

✅ Urban design: 15-minute cities, cycling, and active travel

Could it be true? That this government will bring all sales of petrol and diesel cars to an end by 2030, even as a 2035 EV mandate in Canada is derided by critics? That it will cancel all rail franchises and replace them with a system that might actually work? Could the UK, for the first time since the internal combustion engine was invented, really be contemplating a rational transport policy? Hold your horses.

Before deconstructing it, let’s mark this moment. Both announcements might be a decade or two overdue, but we should bank them as they’re essential steps towards a habitable nation.

We don’t yet know exactly what they mean, as the government has delayed its full transport announcement until later this autumn. But so far, nothing that surrounds these positive proposals makes any sense, and the so-called EV revolution often proves illusory in practice.

If the government has a vision for transport, it appears to be plug and play. We’ll keep our existing transport system, but change the kinds of vehicles and train companies that use it. But when you have a system in which structural failure is embedded, nothing short of structural change will significantly improve it.

A switch to electric cars will reduce pollution, though the benefits depend on the power mix; in Canada, Canada’s grid was 18% fossil-fuelled in 2019, for example. It won’t eliminate it, as a high proportion of the microscopic particles thrown into the air by cars, which are highly damaging to our health, arise from tyres grating on the surface of the road. Tyre wear is also by far the biggest source of microplastics pouring into our rivers and the sea. And when tyres, regardless of the engine that moves them, come to the end of their lives, we still have no means of properly recycling them.

Cars are an environmental hazard long before they leave the showroom. One estimate suggests that the carbon emissions produced in building each one equate to driving it for 150,000km. The rise in electric vehicle sales has created a rush for minerals such as lithium and copper, with devastating impacts on beautiful places. If the aim is greatly to reduce the number of vehicles on the road, and replace those that remain with battery-operated models, alongside EV battery recycling efforts, then they will be part of the solution. But if, as a forecast by the National Grid proposes, the current fleet is replaced by 35m electric cars, a University of Toronto study warns they are not a silver bullet, and we’ll simply create another environmental disaster.

Switching power sources does nothing to address the vast amount of space the car demands, which could otherwise be used for greens, parks, playgrounds and homes. It doesn’t stop cars from carving up community and turning streets into thoroughfares and outdoor life into a mortal hazard. Electric vehicles don’t solve congestion, or the extreme lack of physical activity that contributes to our poor health.

So far, the government seems to have no interest in systemic change. It still plans to spend £27bn on building even more roads, presumably to accommodate all those new electric cars. An analysis by Transport for Quality of Life suggests that this road-building will cancel out 80% of the carbon savings from a switch to electric over the next 12 years. But everywhere, even in the government’s feted garden villages and garden towns, new developments are being built around the car.

Rail policy is just as irrational, even though lessons from large electric bus fleets offer cleaner mass transit options. The construction of HS2, now projected to cost £106bn, has accelerated in the past few months, destroying precious wild places along the way, though its weak business case has almost certainly been destroyed by coronavirus.

If one thing changes permanently as a result of the pandemic, it is likely to be travel. Many people will never return to the office. The great potential of remote technologies, so long untapped, is at last being realised. Having experienced quieter cities with cleaner air, few people wish to return to the filthy past.

Like several of the world’s major cities, our capital is being remodelled in response, though why electric buses haven’t taken over remains a live question. The London mayor – recognising that, while fewer passengers can use public transport, a switch to cars would cause gridlock and lethal pollution – has set aside road space for cycling and walking. Greater Manchester hopes to build 1,800 miles of protected pedestrian and bicycle routes.

Cycling to work is described by some doctors as “the miracle pill”, massively reducing the chances of early death: if you want to save the NHS, get on your bike. But support from central government is weak and contradictory, and involves a fraction of the money it is spending on new roads. The major impediment to a cycling revolution is the danger of being hit by a car.

Even a switch to bicycles (including electric bikes and scooters) is only part of the answer. Fundamentally, this is not a vehicle problem but an urban design problem. Or rather, it is an urban design problem created by our favoured vehicle. Cars have made everything bigger and further away. Paris, under its mayor Anne Hidalgo, is seeking to reverse this trend, by creating a “15-minute city”, in which districts that have been treated by transport planners as mere portals to somewhere else become self-sufficient communities – each with their own shops, parks, schools and workplaces, within a 15-minute walk of everyone’s home.

This, I believe, is the radical shift that all towns and cities need. It would transform our sense of belonging, our community life, our health and our prospects of local employment, while greatly reducing pollution, noise and danger. Transport has always been about much more than transport. The way we travel helps to determine the way we live. And at the moment, locked in our metal boxes, we do not live well.

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