Estimated U.S. capacity if 66% of all cars are EVs by 2050

Gigawatt electric capacity needs to double to power 186 million light-duty EVs in 2050

Capacity in GW is rounded; 2018 is the base case, all other years estimated; data assumes the share of electricity also increases for space and water heating, industrial curing needs by 2050, but vehicle electrification dominates incremental demand growth

Chart: Tina Bellon Source: The National Renewable Energy Laboratory's Electrification Futures Study, Jan 2021