The Data
Here's what it actually shows.
Additional demand if 100% of US cars were EVs (smart charging)
+25–30% total generation
Source · NREL / EPRI
Time horizon to full fleet turnover
~20 years
Source · BloombergNEF
Off-peak US grid spare capacity
~50% nightly
Source · DOE
EVs as grid asset (V2G) potential (US)
>1 TWh storage by 2035
Source · RMI