There is enough electrical generation capacity in the US to move about 80% of light vehicles over to electric without any additional generation brought online. Heavy trucks consuming power would send market signals to bring more generation capacity online (likely renewables and natural gas).

The demand spikes are what is going to be tricky, but will likely be solved with onsite batteries to smooth demand from the utility (VW buys batteries from Tesla to do this at US charging stations they’re required to install as part of their Dieselgate settlement).

It’s possible Tesla’s Semi manufacturing kicks off shortly with Gigafactory 3 coming online in China this month, reducing reliance on Gigafactory 1 for cell and pack production for China-bound Model 3s.