[ozzydave]

I don't think it'll play out this way. There's no new tech needed to scale up recharge stations, and they can continue to scale up linearly with demand, so you'd expect the supply will increase to meet demand. Fast-charging stations are most needed near highways where land value isn't too expensive so I think you'll see a lot of solar local to the recharge stations too.

[etimberg]

The cost increase in electricity is not due to land, it's due to actually needing to buy the electricity from the grid. Sure you can use solar and storage for each charging site, but then you transform the problem into a land one. Otherwise you need to modernize the grid to support vast numbers of charging stations because solar and storage won't be able to charge enough vehicles.

[mst]

I agree that the supply will increase long term, but power generation capacity tends to have a fair construction lead time and I would not be surprised if it lags demand as EVs scale out.

[_0w8t]

Most of the extra energy usage will come from cars charging at night when the demand is low. So there is no need to build new power stations, it will be sufficient to run the existing ones at full capacity at night.