> I don’t even think we have enough rare earth metals and electrical grid capacity to go even twice as fast in adoption

I also have some concerns about our grid, but not from EVs. AI is already consuming more 5% of the grid, more than twice that of EVs (~2%), and is growing far faster. I've seen estimates as high as 17% of the grid by 2030. Most EVs are also charged in off-peak hours when there's plenty of capacity.

That's worst-case +600TWh by 2030. The US electrical grid also expanded by +600TWh between 1983 and 1990. Did you panic at that time and, if not, why not?