Part 3: Putting the “E” in EVs

How much electricity is currently generated? How is it generated? So what?

In Parts 1 & Part 2, we concluded:

    • The U.S. currently consumes about 4 trillion kWh of electricity per year
    • About 1.5 trillion kWh (about 40% of the total) is consumed in residential use … about 1/2 of that is used by HVAC & hot water heaters
    • A scant amount of electricity is currently being consumed for “transportation” … and, practically all of that is used by public transit systems.
    • If all vehicles currently on the road were to be replaced by EVs, recharging their batteries would consume an additional 1 trillion kWh of electricity.

All of which raises a couple of  central questions: Does the U.S. have the electricity generation capacity to service a full national fleet of EVs?

Short answer: no.

So, where will the additional electricity come from?

Today, we’ll set the context by looking at our current supply of electricity…


According to the U.S. Energy Information Administration (EIA)….

Total U.S. electricity generation in 2021 was about 4.12 trillion kWh.

There are four fuel “sources” for electricity generation: natural gas (38%), coal (22%), renewables (20%) and nuclear (19%).

in the past 10 years, total electricity generation has stayed virtually constant at around 4 trillion kWh … but the mix of fuel sources has changed.


Coal and nuclear power have declined in the overall mix of fuel sources … coal by a lot, nuclear by a little … natural gas and renewables have increased and are, together, account for about 60% of fuel for electricity.


Digging deeper in the  category of renewable fuel sources….


  • From 2011 to 2021, electricity fueled by renewables increased by over 60% to 826 billion kWh … which is accounts for 20% of the electricity generated.
  • About 2/3s of the increase is attributable to wind power … which provides about half of the renewable fuel used to generate electricity … and about 9% of the total fuel that goes into electricity generation.
  • Almost 1/3rd of the increase is attributable to solar power … which provides about 3% of the total fuel that goes into electricity generation.



  • Electricity generation has stayed practically constant for more than 10 years at around 4 trillion kWh
  • Some area of the country have experienced brown outs (rationed supply of electricity), primarily during periods of hot weather … suggesting that, during daytime hours, the electricity generation capacity is at capacity.

It is commonly assumed  that there is available nighttime capacity.

  • Over the past 10 years, coal usage as an electricity fuel has been cut in half … replace by natural gas (2/3rds) and renewables (1/3rd).
  • But, 20% of electrical generation (899 B kWh) is still being fueled by coal
  • Nuclear power — about 20% of the fuel mix — has been slowly declining as old plants are being retired … and no new plants being built.


Bottom line: To meet Biden’s aggressive climate control objectives, electrical generation will need to be increased by almost half … 1 Trillion kWh for EVs and 899 Billion kWh to totally phase out coal.

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