Norwegian EV penetration is at 20% of the car parc - electricity demand has not increased nearly the degree you would expect it. Can you walk through the math on at what point will it impact electricity demand?
I'm not really familiar with the Norwegian situation.
You just have to build a model of EV penetration per year and estimate the incremental electricity consumption based on mileage and electric fuel efficiency. Then compare against existing and expected non-vehicle electricity demand. It can be as detailed and granular as you want
Economically it makes *zero sense* to separate the fee of using electricity vs. the grid with which you access electricity. I've had this exact conversation with utility regulators and electric utility companies across the world. You might as well say in Mawsynram India (most rainfall in the world) they should collect rain water on their roof top and not build a water pipe, ("cuz rainwater is cheaper than building water pipes").
The grid is a public good - unless everyone goes off grid, it needs to exist, and the cost of maintaining that infrastructure is necessary and a sunk cost. Whatever generation capacity you can do at roof top scale, you can do it cheaper at utility scale. Economics 101 ser.
In the cloudy UK for example, the final cost of commercial solar installations (eg. commercial buildings, farms, etc) looks around 6-10p/KWh. This is less than the "normal" electricity price of 15p pre-pandemic. which only includes some grid costs.
If you bundle all the grid costs into the unit cost of electricity, then grid electricity will be significantly more expensive. So I suspect even residential solar costs will be cheaper than grid electricity.
So you would want to install as much solar as possible, for your own use and to charge your EV. And then the EV has more than enough battery capacity and lifetime to power the house for a day.
The UK is generally low-density in terms of buildings, housing stock and land-use, so in general, there is enough space for local solar to meet local needs.
So if you were to bundle all the grid costs into the unit cost of electricity, wouldn't you end up with something like a spiral of ever increasing unit costs for utility-scale generated electricity? And wouldn't that be counterproductive if you want to encourage the use of lower-cost utility scale electricity over locally generated electricity.
Lol, walk me through the electricity demand of a 25 story apartment block and the solar efficiency of that apartment block's roof top - if you tell me that "wind is not available where it is needed", you can't possibly suggest that "solar is going to be generated at a place where it is needed".
I said Solar can generate "some or most" demand and its obvious that a 25 storey apartment won't be able to generate much electricity compared with its consumption. Plus using a 25 storey apartment as a reference point looks somewhat high. Isn't 12-18 storeys more the norm in Chinese cities?
But in general, China is a lot more densely populated than the UK and with current technology, only some electricity demand can be met with local solar. You could only get to "most" electricity generated locally in Chinese cities with cost breakthroughs such as solar films or solar windows, but it does look promising.
And where are we going to find the place to park all those cars? If you understand the real estate 'stock' in China - majority of places don't even have parking lots.
Well, there's another implication in the Third Industrial Revolution. You have to add self-driving cars to the mix.
So that will solve the car parking and charging element during daytime peak solar generation.
But then you have estimates that self-driving cars essentially means dirt cheap taxis, so the number of cars required will drastically reduce
And at the same time, large numbers of EVs will be scrapped as they reach the end of their service lives. Those batteries will essentially be available for their scrap value, yet they will be more than adequate to serve as batteries for homes or local storage.
It's difficult enough figuring out the trajectory of the various technologies involved (solar/wind/batteries/EVs/AI) and how they will mature/develop. And all these technologies interact with each other
Then you've got the economic, political, cultural, social etc elements as well, so the number of possible permutations in terms of short-term trajectory is impossible to predict beyond a few years.
I think if I were to summarize what I observe, you mistake/conflate "what is technically possible" with "what is economically feasible" on a regular basis.
What becomes economically feasible frequently depends on the timeframe or technological development.
But at a high-level, you know what is eventually coming and it's nice to have somewhere to exercise the imagination.
I'm an eternal optimist, and I wouldn't change that for the world.