re: All electric Ford F-150 Lightning pre-orders hit 100K

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At what percent of the population charging 4000lbs vehicle x 50miles/day @ up to 70mph including periods of stop and go (a lot of energy) does the energy demand (above and beyond every current existing demand) become unsustainable in populated areas?

We can upgrade energy infrastructure, but there will be a cost associated with it. At what point does this electricity cost exceed the equivalent price of gasoline? Keep in mind this cost of electricity will be applied across all home electricity use, including air conditioning, fridge, washer, etc...

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If the grid can handle summer afternoon AC consumption, then it can handle overnight EV charging no problem. It will smooth out the daily peak-trough cycle of energy demand, and could actually drop the peak grid requirement by using energy stored in the EV during high demand periods.

If energy costs go a bit higher, then the ROI of rooftop solar gets more attractive.

And this will obviously be a very slow process. It's not as if we will drop millions of EVs on the grid overnight. But we could easily add millions per year. Let's call it 3 million EVs added per year (10X more than the current rate of sales), which would be about 45 billion miles driven, which would be roughly 22 billion kwh of additional power required per year. With US consumption around 3,800 billion kwh per year, this would represent a little more than half a percent of additional capacity required per year. Does that sound manageable?