IMHO, even 50% conversion is just a wet dream of many biased EV followers. According to statistics, there are 280 million light vehicles in the US alone. Leaving aside the economical impossibility of such conversion, for the sake of an argument let also assume, that each cars drives about 50 miles a day. That means about 20kWh/day per each car or approximately 2 800 GWh of incremental electricity consumption on every single day. I am quite sure, all this energy will be renewable.

The fact, that nobody is asking such simple question just means, that an average TSLA shareholder is just a silly sheep. Even conversion of half of annual volume of new light vehicles would almost surely crash the electricity distribution in the US. The network is in a bad shape today, I cannot imagine, it would be able to transport such volume even if all those power stations would exists.

But lets keep dreaming. After all, this market is not about reality, but about rosy projections and expectations. Who cares about reality.