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This is a very simple calculation to show that it is imprudent to ignore improving internal combustion engines under the pretext of full electrification. The US is taken as an example, but the exercise is easily done for other markets.
(Note that unlike the US, vehicle sales are actually expected to grow in China, making the case for improving ICEs even stronger in that region).
Let's assume that all new vehicles sold in the US are full battery electric vehicles (BEVs) by 2040 with zero tailpipe emissions.
The figure here is an assumption on the growth of the market share of BEVs, starting with ~ 2% today to 100% in 2040.
Today, there are ~ 280 million internal combustion engine (ICE) powered cars in the US. And 17 million new cars are sold each year. The ICE vehicles will be replaced with electrics with time, but it will be a long time before we see the last of the ICEs being sent to the scrap yard. The figure here shows the evolution, it is seen that even in 2040, there will be ~ 150 million ICE vehicles on the road.
At 85 kWh battery pack per vehicle, converting all 17 million vehicles to electrics will require ~ 1.5 TWh of batteries each year for the US, light-duty sector alone - Europe, China, India and other major markets will also compete for battery resources, as will the heavy-duty sector. So assuming that it could take up to 2040 for a complete shift to electrics is not unreasonable.
Given that the lifetime of vehicles is ~ 12 years, it is then expected that those ICEs sold up to 2040 will remain on the road for a decade further and will continue to emit particulates.
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