I’m not saying we can’t upgrade production (I’m actually significantly more optimistic than the best case IAE estimates), but it’s not as trivial as just installing some new wires and transformers.
So if you have 400MW of ICE cars you don't need 400MW of electricity to replace that, something more like 80-100MW is more like it IIRC. The infrastructure build cost isn't zero, but it's much less than this 150% metric suggests.
No, they're not. They're, as implemented in a car, a ludicrous example of engineering compromises.
Put a hybrid drive methane spark-ignition high compression engine and you'll have similar CO2 emissions from a e-car powered by a thermal plant (the vast majority of our power). It'll cost as much as a Tesla too.
However, my point is only that we will need non trivial increases in electricity production, rather than any specific number. That point still stands.
Like I said in my original comment: I’m optimistic, I just don’t think it’s trivial.
To put it another way, I think it’s something that requires a government rather than being achievable purely with the private sector. That might mean just incentives and template plans, or it might require government to commission things, but it’s that sort of scale.