If this is true: <i>“We raise our 2025 forecast for EV sales by ~50pc to 14.2m - 14pc of global car sales.”</i><p>Then where does the electricity come from to be able to recharge so many cars? To fully charge a Tesla Model S needs 70 to 100 kWh (at 100% efficiency). Sure, a typical daily charge might only be 20% of max, but still that's a lot of kWh needed.<p>And if it's 14% of global car sales, then is it 30% or 50% of car sales in trendy places like California? Then we truly have a massive problem. California commutes are much longer than in other states, so the strain on the grid would be even worse.<p>California does have plenty of sunshine. Maybe that's the savior? A Tesla Powerwall in every garage? But that doesn't solve the problem for apartment dwellers. Plus the initial Powerwall only has a capacity of 13.5 kWh; it seems dicey to count on that to be able to recharge a Model S.