What bugged me most was:
> [...] it matters where the electrons going into an EV come from; coal-fired power is [...] less than 40% efficient on average. [If ...] we lost 6% in transmission, it would still add up to only 10 million barrels a day in oil terms. The efficiency gain is overwhelming.
No! What about losses in the electric grid? What about losses in the battery? As far as efficiency is concerned, electric cars are just as bad as ICE cars, given their electricity comes from thermal power plants. Plus, a lot of rare earths are required to manufacture them, mainly for the permanent magnets in the synchronous motors and the batteries.