> The other effect has to do with energy. Nobody has enough energy to support a full transition to EV's.
If every ICE car in the US were replaced with an EV driven the same distance per year we would need about 20% more electricity.
Raising US electricity production 20% over a 10 or 20 year transition to nearly all EVs doesn't seem to be unreasonable.
Note that this does not mean that the US would need to produce 20% more energy. As ICE vehicles are replaced with EVs the oil that would have been refined into gasoline for those ICEs could instead be used for electricity production.
If every ICE car in the US were replaced with an EV driven the same distance per year we would need about 20% more electricity.
Raising US electricity production 20% over a 10 or 20 year transition to nearly all EVs doesn't seem to be unreasonable.
Note that this does not mean that the US would need to produce 20% more energy. As ICE vehicles are replaced with EVs the oil that would have been refined into gasoline for those ICEs could instead be used for electricity production.