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trade idea: electric vehicle thesis

Updated: Jul 24

I took a course called Life Cycle Cost Analysis at Northeastern University. The Life Cycle I chose to study was the Carbon Cycle.


Through this study I learned that the amount of carbon being released to atmosphere exceeds the amount being collected/absorbed by the earth. This is damaging the ozone layer (see images at end of article).


The "life cycle cost analysis" of the study was if carbon sequestration technologies would pay back (or be sufficient). The answer was no; carbon must be reduced at the source.


Turns out 40% of carbon comes from vehicles in the United States. Because of this, I know in my heart that electric vehicles will be the dominent vehicle in the future, versus fossil fuel vehicles. This is a major investment trend I take. I believe that humans will suceed in fixing the carbon issue; and my review is that cars are a dominent and feasible way to reduce carbon.


Electric vehicles only account for 2% of the worlds cars right now. 18% of cars sold in 2023 were electric. Adoption will take time as new inventory replaces old. 2% is a long way from being "dominent", or over 50%, which is what I envision.


Autonomous vehicle thesis to be shared separately.


Figure: Post-industrial carbon cycle: The numbers represent carbon reservoirs in Petagrams of Carbon (PgC; 1015gC) and the annual exchanges in PgC/year. The black numbers and arrows show the pre-Industrial carbon cycle. The red numbers and arrows show the additional fluxes caused by human activities.


Figure: Stand-alone view of pre-industrial carbon cycle: No fossil fuel activities (giga tons carbon)

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