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The gating factor for the scaling issue isn't the battery production (mining externalities notwithstanding), but the infrastructure to support them.

Wave your magic wand to will everyone a Tesla, and watch the grid collapse the same instant.



The grid has plenty of spare room in the evening "bath tub" (daytime peak is very different from nighttime peak). If you wave that magic wand and everyone has a Tesla today and everyone charges at wall outlet at off-peak times, the grid wouldn't hardly notice.


The grid operators are not stupid, they are also building generation to handle this.

While it remains to be seen if they build enough, they are planning for EVs. Where local laws allow it anyway. They see big $$$ from EVs replacing gas, and they want that money.


Yeah but nobody is waving a magic won, as production of EV will go up, ways in the network would be found to handle this.

Many studies have been done and this and every study I have seen agrees that its not as big of a problem as many make it out to be.

In fact, I assume infrastructure for charging for EV owners without a home is the much larger infrastructure challenge.




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