Comment Re: Capacity !=production (Score 2) 97
not in a world with mainstream EVs
I'm not particularly worried about it. Our ability to build and deploy Wind and PV (measured in GW capacity) is much larger than our ability to build and deploy EV batteries (measured in GWh capacity). China is deploying around 1 GW of new PV per day within its own borders, and exporting a huge amount to other countries. Meanwhile, the estimates of China's battery manufacturing capacity (EVs, stationary, portables) is on the order of 10 GWh/day.
As you rightly point out, capacity (GW peak) is not the same as production (GWh). A 1-GW solar array won't produce 24-GWh of electricity in a day. For a decent site, you might get a 15% capacity factor, or 3.6 GWh. That's less than the new battery capacity per day - we can't win! But just like there's a capacity factor for renewables, so too is there one for EVs: hardly anyone is filling and discharging their entire battery every day. In fact, most folks don't use more than 20% of their available capacity per day.
They are both growing, but I think that electricity production can stay ahead of demand.