Now, maybe some of the home solar supplies escape the EIA's radar screen. However, a recent article in a renewable energy bulletin appears to disagree. They say that although the renewable portion went up from 20% to around 23% (mostly due to wind and solar), the total electricity produced in the US remained roughly the same, at around 4.1-4.2 trillion kilowatt hours, because fossil fuel plants are being shut down. EVs aren't like electric bikes. They require a considerable amount of power. And if you're talking EV trucks and EV buses, even more.
You turned my engineering mind loose, so I did some math:
First, yes, it appears household solar is not counted. Only grid-scale solar.
The total utilization for the whole year tells you little about the peak capacity. The grid today has significant surplus capacity during off-peak hours on just about any day of the year.
Let me start by saying I looked only at household charging, for which a common standard is 32A at 240V or 7.7 kW. This is similar to the load from two household central air conditioners. The rapid charging varies a lot and I didn't want to try and model that. I looked at the Mid-Continent Independent System Operator, because that is where I live. They serve about 1/8 of the United States population, serving portions of 12 states, from Minnesota to the mouth of the Mississippi.
For example, on
May 1st, 2022, there was enough theoretical capacity in the Midcontinent region to charge 6 million EVs. During midnight to 8am, that stretched to 8.5 million. Because this condition lasted all day, and most EVs will charge in 8-10 hours, there could have been enough grid capacity to fully charge 20-25 million cars.
The hottest or coldest days of the year are a different question. On June 21, when the temperature reached 100 degrees in Chicago, the available capacity in the grid was much lower. I can't say exactly how much lower, but the available capacity on the afternoon of the 21st was probably 10s of thousands and not millions of EVs charging.
The good news is that, should it be necessary for grid stability, automakers and electric utilities could implement load shedding, similar to how utilities will give you a small rebate if you let them cut off your A/C for an hour.
I agree with your overall consensus, I just disagree with the timing. My state has enacted a limit on new gas-powered car sales set for 2030, just eight years away. In my view, they're dreaming.
In spite of all the figures I quoted above, I agree that we probably aren't ready today for a wholesale changeover. But I figure someone must be thinking ahead as far as what would be needed in the grid for a large scale changeover. Call me an optimist if you will
