> It's obvious to anyone with a pulse that electric cars are ramping up and will displace the current fleet, and equally obvious that that operating model (plug

> It's obvious to anyone with a pulse that electric cars are ramping up and will displace the current fleet, and equally obvious that that operating model (plug in your car at night) will increase base load requirements. It strikes me that transitioning to electric cars could become less viable the more we rely on renewables+batteries, as grid scale battery storage could hugely exacerbate shortages of battery materials. Though on the other hand grid batteries would also spur more research into battery tech which could change the game for both grid & mobile batteries. It seems like a huge gamble commiting to grid storage in the hopes of big innovations down the road instead of doubling down on baseload nuclear.