It’s also worth observing that the shift to EVs is going to be taking place at the same time as other electrification efforts, particularly around water and space heating - as well as simultaneous with a shift towards more intermittent electricity sources such as wind and solar. The overall grid is going to need significant upgrades in the next few decades - everything from more long-distance HVDC lines to better distribution out through neighborhoods. If it were just EVs, we could probably squeak by with close to what we have now. But it’s going to be everything, and it’s going to take a big effort.