> we need 30% more grid capacity, an insanely higher number of chargers (1 out of 4 are duds) / service companies / land, China still controls most of the resources for production (of raw resources, manufacturing, & assembly) and now they want the chips too.
> Basically there are so many thing sthat can go wrong in the next 18 years ...
There has to be a name for this particular kind of response to change (usually positive change[0]). Please don't read this as crapping on your points -- they're all valid.
The problem is that it's identifying problems that "may occur in the future" using what technology we have, today, to solve them. It also presents those in a vacuum and ignores the unknown of what the world could look like after new vehicles sales gradually transition to 80% electric. We can speculate more easily on the negative, but it's a lot harder to predict the positive -- at least, the "societal changing positive effects".
Consider that newer EVs can power your home during a power loss, or integrating EVs into the grid, itself. Reliance on traditional automobiles and how we rely on them is changing, as well. My driving habits, due to the vast availability of fully-remote work and the purchase of a OneWheel have been drastically reduced[1]. I went from ~20 gallons/week to ~10 gallons/month of gas. I've done the math a few times and it's stupid for me to own an ICE vehicle. I own it out of a desire of convenience that could probably be eliminated with Uber and when my kids are out of the house, I probably will no longer own a car. Until then, however, my car could basically be filling in that 30% gap (or whatever the gap happens to be at this very moment).
Articles that recently hit the front page of HN related to Geothermal conversion of Coal Plants[2], the myriad of posts related to companies attempting the modern-day alchemy called "Nuclear Fusion", there's a lot of energy/money being spent in the space, much of it having nothing to do with reducing climate change but providing for an increasingly electricity dependent future.
Even the incredibly slow-moving electric companies have made some pretty serious progress. I think back on my short life; I happen to currently live in the city I grew up in -- losing the power for a few days in the summer was a "normal thing", as was losing it during every miserable thunderstorm. The price of whole-home generators and the hardware to integrate it were so cost-prohibitive that few people owned one. I still do not, however, I've lost power maybe four times this year for under ten seconds. I've lost power once in three years for over an hour (still restored in under four hours).
[0] I'm thinking something succinct like Hanlon's Razor.
[1] 2,800 miles and going since I bought it. I grocery shop with it ... it's a good upper body workout carrying 6 bags back 1-3 miles.
[2] Filed under "I'll believe it when I see it" but still.