What is the possibility of increased capacity for electric generation in that whacked out state? NOTHING is allowed to go through except wind and solar and even those get the massive NIMBY lawsuits.
California (home of the strictest state environmental laws) is trying keep open a nuclear plant that was supposed to close soon. Environmental extremists are having to reconsider acceptable ways to fix our current issues rather than try to plan a utopia.
I suspect we'll continue to see adjustments globally to beef up electric power production if that means supporting EV infrastructure. Obviously, to your point, increased capacity needs to happen. But a lot of charging is going to be done overnight, when rates are lowest and charging is most convenient.
We are still a LONG ways off in rural areas like where I live. And especially those of us in rural areas that also live in townhouses, condos, apartments, etc. that don't have infrastructure. But, you gotta start somewhere. That is why most auto manufacturers are looking out 10 years and not flipping to 100% EVs yet, they know that the demand isn't there.
It took a while before gas stations were a ubiquitous fixture, even in small towns. Henry Ford and the early auto guys certainly didn't consider a lack of gas stations an issue when the first cars rolled off the line.
Personally, I think the industry needs to "sell" EVs to consumers based on performance rather than decreasing carbon. Full uptake also won't happen until EVs get cheap enough that most auto buyers can afford them. It'll take a lot longer than that for used EV saturation to the point we have majority of drivers in EVs. I think we are talking over 20 years at least...
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