Is there enough lithium to make batteries for EVs to get to net zero?
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This is the one thing everyone is ignoring.
The US needs to double its entire power generation and distribution system in order to support a full transition to EVs.
We currently produce about 1200 GW. We need to double that.
Imagine taking the entire power system, from generation to distribution and more --something that took, I don't know, a century or more to develop-- and doubling it in just a few years. It won't happen.
Years ago I wanted to understand this better as I launched into building a 13 kW solar array on my property and was planning on getting a couple of Teslas. One of the questions on my mind was: How much power will we need to fully electrify ground transportation. I could not find any answer to that, so I wrote a simulation to get an estimate.
The answer I got was 900 GW to 1400 GW. Which, effectively, means we need to double our power system. Years later I was able to confirm that my simulation produced a fairly accurate answer to the question.
To get a sense of proportion, a nuclear power plant produces 1 GW. This means we need over a thousand new nuclear power plants. No, solar can't do it. As much as that would be a nice concept, solar has huge problems, not the least of which being that it isn't reliable. In order to deliver the kind of output produced by a conventional power generation plant, you have to over-build solar by over ten times of the required steady-state output. This isn't the solution. We need nuclear.
Therein lies the problem with electrification. We (the US, not sure how it is elsewhere) have become incapable of making big decisions and executing large infrastructure plans efficiently. It would probably take fifty years to build a single nuclear power plant. Building a thousand is simply unthinkable, not even in a century.
Today, those driving electric cars enjoy the advantage of not being in the majority. Even with that, in the last couple of weeks the government of California has been asking electric car owners to please not charge their cars during certain times of the day. I can only imagine just how bad the power situation will become as more and more electric cars are pushed onto the streets without getting brutally serious about rapid expansion of our power generation systems, and, in particular, nuclear power.
In short, I have no clue how this dream of two electric cars on every driveway becomes reality.
EDIT:
BTW, the issue is power not energy. It is very easy to come up with a hand-wavy "we have so much energy" thought, yet, power is what we need.