The electric utilities have been singing "We need more generation capacity" for a couple decades.
The electric utilities have been singing "We need more generation capacity" for a couple decades.
We don't need quick chargers at home, unless you mean 240V chargers? Which is in some of the countries with 110V/120V.
We don't need more generation capacity. Utilities are keen on increasing costs, their profits are a percentage of cost, there is a nexus between generation, transmission and distribution companies to keep adding capacity. This was pointed out by many commenters, a recent out: https://news.ycombinator.com/item?id=39487714
Energy demand will down with EVs and renewables: https://www.sustainabilitybynumbers.com/p/iea-energy-scenari...
Whats needed is demand response. But utilities won't do it, because it won't increase their profits.
Point a) has already been explained by GP, but b) is the interesting one. Right now there's barely any incentive for large consumers such as aluminium smelters to shut down or limit consumption during the night (where there is no solar energy), the only incentive these kind of consumers get is a premium for short-term load shedding. We would, as a society, need far less of generation capacity buildout if we can get the large consumers to drastically reduce their consumption at night.
We can solve this problem simply by closing all our plants and importing more aluminum from Japan.
California does have a nice advantage in that it has lots of solar near populated areas that have mild climates (well, that mainly means the LA area).
You cannot shut down smelters period. They must be kept running or the entire smelter has to be rebuilt taking months.
But it'll still mean an increase electricity production/consumption.
It's not a big drama, and it's already planned for, but it'll still be an increase (even after accounting for efficiency gains).
The US increases its generating capacity by about 4% per year. (50GW added per year, 1.3TW total).
EV's are a very small part of demand increase.
I don't think it is economically viable to maintain two sets of power distribution (electricity and petrol) at the same time so countries will probably "push out" traditionnal petrol stations once they think EV distribution is okay enough