But yes to the inability to charge all those vehicles if much of the nation switches to EV. On that I agree with you. Now, whether or not Ford and GM will be liable for that? I dunno. The result may be that they sell a tons of gas cars after that with people ready to switch cars from EV to gas a lot sooner than they would have normally been for a while after buying a new car.
A don't forget the CAFE standards. By selling a ton of EV that lowers the average miles per gallon of their total cars sold, which allows them to sell more gas guzzlers too without crossing the CAFE limit.
Electric utilities were all in favor of EVs back in the 80s and 90s as a way to improve asset utilization and reduce average costs. They had huge generating capacity that was underutilized at night. What better way to use that nighttime excess generating capacity than charging EVs?
But utilities bought into the green dream and shut down many coal plants and installed lots of windmills and solar cells. As a result, a lot of the excess coal capacity that used to be available at nighttime is gone, the sun doesn’t shine at night, and the wind doesn’t blow much at night.
So utilities got their wish of EVs, but now are short on power to recharge them at night.
That’s what happens when you buy into the green dream. Nothing works.