A nice 10 min summary of the couple of “small details” that impedes the transition to BEV in favor of hybrids, at least for a decade or two. All this has been discussed here, but some folks just prefer to ignore this, especially the ones that most religiously believe in techno-utopias.
One detail: none of this affects at the richest 1%, or say 10% even, so if you are one of them don’t bother about watching the video, buy expensive BEV, charge at home (while you can), and come to the forum to lecture to the rest of us, as usual.
{Boring YouTube Video}
When the most BEVs (or any new product) that can be produced could supply 0.1% of the population, then you don't need to sell to the other 99.9% of population. Likewise at 1%, 10% and 50%. So fine, don't buy a telephone. Most people didn't, for decades. Not just wealth, but also unique needs and skills. Owning a home computer aka a "PC" in 1980 was a challenge. I was one, know any others?
This is common for all new products, not just BEVs. I agree that past 50% is going to have some new challenges. One is the home owner vs renter. The people that buy new cars are more home owners, so they have more of a reason to buy a BEV. After a few years, they sell the car, to the used car buying population with a much higher percentage of renters. So the used EVs will, for a time, have a lower price as many used car buyers can't charge at home. Until landlords catch on that providing charging means lower vacancy rates and higher rents. Paid for by tenants spending less on cars.
Grid problems are not a limiting factor for EVs until you get near or beyond 50% of cars on the road, which will not happen until well after 2035, except perhaps in Norway, which doesn't have a problem with the grid. Why? The grid most places has unused capability much of the day. As EV charging is usually deferrable (and is increasingly deferred), what adding EV charging to the grid does is level out the grid's load curve, making it easier to supply the load.
World stock of cars on the road is about 1,500,000,000. World stock of EVs on the road is about 50,000,000. That's around 3%, more in China and Norway, less in the USA. World might not be to peak ICE yet. At least an order of magnitude more EVs before any limiting.
Grid problems are a limiting factor with renewable power today. Lots of projects on hold due to lack of grid connection(s).
Subsidies make the growth curve faster. Removing subsidies pushes the curve back a few years. Norway has seen this several times... and still has 90% BEVs. Do not expect the growth curve to be smooth, a few years of more rapid growth are likely to be followed by a few years of slower growth. Faster growth one place will be matched with slower growth another place.
2035 isn't the year where all cars are BEVs. Even if not a single ICE is sold after 2035, due to the lifetime of cars on the road, it would be more like 2045 or later.
It is amusing how the same old FUD is dressed up in a shiny new video.
Oh, and "techno-utopias". Not talking to me. Change makes old technologies less attractive all the time. There is no utopia in this.