We're at well over 50% now and set to hit near 100% in 2025 here in Norway. We heard the same skepticism here over the years, so it's remarkable how easy the transition has been so far. Challenges, yes, but nothing too hard. Since we started the transition several years earlier some things have been much harder than it'll be for latecomers. When I got my EV 50kW was the fastest non Tesla charging option.
Since electricity is now billed by the hour, and smarter homes can eliminate high power peaks, there doesn't seem to be any big grid infrastructure upgrades needed.
Do you have any concrete numbers for EV lifetimes? I know some models have been problematic. With Nissan Leaf, which is a worst case scenario due to a very small battery with no cooling, yes you see the battery is basically useless for a car after 10+ years. But then you see quite a lot of cases of people buying a new battery to keep the car going. After all, the rest of the drivetrain can last far longer and with a new battery it's as good as new, or better (can get longer range). The old battery can be used for grid storage or the materials can be recycled. Both of those are already being done commercially. So I'm not sure I see any fundamental issues with the lifetime of EVs.
Given all the loopholes and the lifespan of modern cars, I would say 2035 is ridiculously late and it should have been 2025 or 2030 at most.
Gasoline sale is already plummeting by up to 30% a year some places in Norway. The people who drive the most are the first to convert to EVs since the economics make more sense for them, and newer cars get driven more than very old ones. So EVs will soon dominate the number of miles driven and thus the impact on fuel sale will be larger than you'd think.
By 2025 I think you'll start to see gas stations closing down in Norway. By 2035 you'll see the same across Europe. You'll still have gas stations here and there. But it's not going to be as close and convenient as it is now. Even just a few gas stations closing down will get people to panic about whether they'll have a local gas station in the near future. Who will want to buy a new ICE vehicle in that situation?
Sure, there will be some enthusiasts. But not enough that it's worth thinking about.
But I do wonder about the the gas stations. It is well known, that gas stations make most of their money on snacks and carwashes and random stuff you buy and not on the gas. Does that break down or will people in EVs still stop in gas stations to buy a snack? Maybe on roadtrips yes, on random visits no?
Will there be small shops selling snacks and coffee next to charging stations as well? Could gas stations pivot to being charging stations? (I guess not the inner-city ones, due to space, but the highway rest stop ones could).
It doesn’t have to be all or nothing.
Likely problem is with industries that are more difficult to electrify. Like aviation.