That's very informative, I just read an article from last month regarding Lithium production, with an eye on an investing in several Li mining ops, the electricity may be available (it is spread out evenly), but the cost of EVs bats is what I'm looking at. Regarding minerals critical to the EV Revolution: Based on current formulas and technologies, EV batteries alone would need around 12 billion lb of graphite, 7.2 billion lb of nickel, 2.4 billion lb cobalt, and 1.6 billion lb of lithium per year by 2040 in order to manufacture enough of these computers on wheels to meet global government and automaker goals.

This equates to five times more graphite, 20% more nickel, six times more cobalt, and seven times more lithium than was produced at every mine on Earth during 2021.

To scale up the gigafactory inputs at this scale, Benchmark's Moores says automakers will "need to become miners" – investing both their money and influence into ensuring there are enough materials to build their vision of getting everybody into a battery-powered computer on wheels.

This is not lost on automakers that are increasingly investing in the mining companies that will supply the building blocks of the EV revolution and lending their voice to a growing chorus calling for more mining in countries with strong environmental and human rights standards.

"We have to bring battery production here, but the supply chain has to go all the way to the mines," said Ford Motor Company CEO Jim Farley. "That's where the real cost is, and people in the U.S. don't want mining in their neighborhoods. So, are we going to import lithium and pull cobalt from nation-states that have child labor and all sorts of corruption, or are we going to get serious about mining?"

I'm guessing the cost of Li is going to continue its fast rise in cost (actually I'm betting on it), this will, without a doubt increase the cost of an EV from year to year. I don't know if we will be facing the same kind of increases, we've seen between the 2022 and 2023 Lightning, but it is more than possible, if you track the cost of the critical metals/REs. I realize CEO Farley's concern regarding child labor will not bother large segments of population, as they don't mind buying good made (now) by Slave labor, but it will bother some, but if we are going to be EV dominate, we need those minerals!

 

I read an interesting article regarding electricity in Great Brittan, they have come to the same conclusion, that in fact, if everyone switched to an EV there is enough Power Produced. But they have also spotted a BIG problem, here is a quote:""""""""""""As EV consultant Mark Daly points out: “National Grid says that if everyone switched over to EVs tomorrow we’d have enough electricity; it’s just getting it to people’s sockets that’s the issue.”
‘National Grid says that if everyone switched over to EVs tomorrow we’d have enough electricity, it’s just getting it to people’s sockets that’s the issue.’
Mark Daly, EV consultantDaly is talking about the low-voltage network – the part of the electric power distribution network that carries electrical energy from distribution transformers to peoples’ homes where EVs and heat pumps are connected.

One reason it is hard to accurately forecast the amount of investment needed is because the low-voltage network is a blind spot.

“There is very little data on the low-voltage network. There has not needed to be [more],” says Hyman. “If you have 100 homes at the end of a line, there is an industry standard about how big the line is. No one monitors what is on that line, whether it’s stressed or not stressed. It is expensive to monitor – our homes used a predictable amount of electricity, so there was no need to monitor it.”
Of course, those researching the Grid in the USA have shouted the same alarm, over and over, but the cost of Up Grading the grid, down to the neighborhood level is going to cost so much, no one is putting a figure on it at this time, but will be in 50-100 BILLION dollar mark, plus it will take TIME. Because We don't have as many people that want to work (if they can't do it from home2 or 4 days a week) the actual, nuts and bolts of installing UpDated electrics that can handle the loads will take even longer than it once did. Perhaps all the oil field/oil workers that have lost their jobs, could be trained to do this type of work, their services will be in demand, for at least a decade.