PHOTO: Tesla Motors
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About a year
ago, the United States was coming off a
gasoline price shock, hybrid electric vehicles were the
state of the art in production-car technology, and
so-called plug-in hybrids were something only a few
garage hackers and green extremists did for fun. The
world’s largest car company, General Motors Corp., was
locked in a boardroom fight while its North American
products withered on the vine.
Ah, what a difference a year makes.
Today, the state of the art has passed beyond hybrids
to technologies that seemed dead or ridiculously exotic
even a year ago: pure electric-drive cars, including
fuel-cell vehicles; and plug-in hybrids, which give the
option of charging the hybrid’s batteries directly from
a wall socket. Don’t look for such cars in showrooms any
time soon, but notice that some pretty specific ideas
about how they will enter the market are starting to
emerge. And some of those ideas come from an unlikely
source: GM itself.
But first, a reality check. Nearly 50 million cars and
light trucks were sold by major manufacturers worldwide
last year. None of those vehicles were pure electrics,
and only 350 000—less than 1 percent—were hybrids of
one sort or another. By 2025, says Philip Gott, a market
forecaster at industry analyst Global Insight,
12 percent of light vehicles sold globally will be
hybrids. Another 12 percent, he says, will be diesels.
Few analysts will even hazard a guess about when the
first pure electrics will show up in the showrooms of
major manufacturers. But GM is clearly striving to be
the company that puts them there. The auto giant
announced several concepts and test fleets last year,
all based on a common set of components using electric
motors to power the wheels.
Even as GM struggled to regain the high ground in
tech, it took more than its share of public relations
hits. There was the news that it will almost certainly
have to cede to Toyota its crown as the world’s largest
automaker, either this year or next. It’s a title GM has
held for 70 years. The company shed more than 30 000
employees in North America last year (it pledged to
reinvest some of the saved cash in technology).
Many observers remain skeptical of GM’s goals,
pointing to the three decades the company spent
aggressively battling any and all regulation in the
fields of safety, emissions, and energy usage, while a
litany of GM innovations languished in laboratories.
There was the company’s romance with hydrogen, for
example, exemplified by Hy-wire, GM’s 2002 fuel-cell
car. Cars powered by hydrogen fuel cells remain in GM’s
vision, but they’ve been recast as a piece of a larger
strategy involving electric-drive vehicles.
Several other manufacturers have unveiled fuel-cell
concept cars, including Honda with its latest FCX, which
made our list this year. And there’s more than one way
to spin wheels with hydrogen: BMW and Mazda each
released roughly 100 production vehicles with the
ability to burn hydrogen in their internal-combustion engines.
One of the biggest obstacles to hydrogen-powered cars
is the lack of global hydrogen production and
distribution infrastructure. But the auto industry was
jolted by increasing speculation last year that as China
builds a network of filling stations, it might possibly
use them to distribute hydrogen as well as
gasoline—jump-starting the global fuel-cell vehicle
industry in a way impossible in more developed markets.
Such a strategy would assuage fears, as China goes
mobile, of a vast greenhouse gas upsurge. The Chinese
middle class is finding out what others learned decades
ago: cars are bulwarks of personal freedom and, in the
larger picture, of economic growth. Fortunately, cars
today are cleaner, safer, more capable, and more
reliable than ever.
That trend will go on, probably forever. Meanwhile,
our collective vision of what constitutes a car is
evolving with the technology that makes it go—and feeds
our fantasies.