Toyota(US:TM) Zhong Guo Qi Che Bao Wang·2025-07-03 01:08Core Viewpoint - The debate over the carbon reduction impact of pure electric vehicles (EVs) has been reignited by comments from Toyota's chairman, who claims that 9 million pure EVs produce carbon emissions equivalent to 27 million hybrid vehicles, suggesting that one pure EV's pollution equals that of three hybrids [1] Group 1: Production Emissions - The production phase of pure EVs generates significant carbon emissions, with studies indicating that battery manufacturing accounts for approximately 40% of the total lifecycle emissions of pure EVs [1] - Manufacturing a hybrid vehicle produces 6 to 9 tons of carbon emissions, while a pure EV with a larger battery generates 11 to 14 tons [1] - Advances in battery technology, such as lithium iron phosphate, are reducing reliance on rare metals and decreasing production emissions over time [1] Group 2: Usage Emissions - Research from Argonne National Laboratory shows that pure EVs can offset their manufacturing emissions after driving approximately 19,500 miles (about 31,400 kilometers), which is roughly equivalent to one year of driving for an average car [2] - Another study indicates that the carbon emission advantage of pure EVs becomes evident after about 28,000 miles (approximately 45,100 kilometers) of driving [2] - The International Council on Clean Transportation (ICCT) reports that the lifecycle carbon emissions of pure EVs in Europe are 66% to 69% lower than those of gasoline vehicles, with the U.S. at 60% to 68% and India at 19% to 34% [2] Group 3: Technological and Structural Advances - Technological advancements and optimization of energy structures are crucial for reducing upstream emissions associated with electric vehicles [3] - China is actively promoting its "dual carbon" goals, with renewable energy installations expected to account for over 60% of global additions in 2024, reflecting a 23% year-on-year growth [3] - Companies like Geely and Xpeng are reporting significant reductions in lifecycle carbon emissions, with Geely aiming for an 18% reduction by 2024 compared to 2020 [3] Group 4: Industry Trends - The development of pure electric passenger vehicles is seen as a key pillar for energy conservation and emissions reduction, with current models being the lowest emission vehicles available to consumers [4] - Despite the ongoing exploration of various technological pathways in the electric vehicle sector, the ultimate goal remains "zero emissions," indicating a long-term comparative advantage for pure electric vehicles [4]