Here's the ERCOT (TX grid) for June 30th. The key with EVs is to plug them in at night. Just for fun, I did a what-if back of the envelope calculation....
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This shows at night, TX is down to ~43,000MW compare to ~75,000MW at the daily peak - that's 42% spare capacity (32,000MW) to charge things like batteries and cars. The utility companies would love to run flat out and all sources except solar can participate.
There are 22 million registered vehicles in TX. Lets assume all of them are magically converted to EVs and consume 0.3kWh per mile (Tesla average) and
all drive 30 miles per day (probably pessimisitc). That is 9kWh per day, per car. If the average EV battery holds 85kWh, you need to recharge each car about every 10 days on average. So we need to change 22 million cars / 10 days = 2.2 million cars every night to 'full'. That is 2.2M * 85kWh / 8 hours each night = 23,375 MW. That's assuming perfect charging efficiency (reality is close to 90%). So there is capacity there to get close.
Although I love my ICE vehicles, I think EVs have the advantage of a variety of 'fuel' sources in which to get the electricity (ie nat gas, coal, nuke, solar, wind - all which the USA can make). The Li-Ion battery sourcing concern (ie from China) will be alleviated in the coming years with solid-state batteries. Plus USA imports quite a bit of oil (5-10mbd) from non-friendly countries already, why is the Li-Ion materials to make the batteries any different? We are already feeling the impact from Russian oil sanctions even though we don't import any oil from Russia directly - its a global market.
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