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Considering that about 80% of our population in now considered urban, there is still a potential market, but I've never been convinced that EVs were going to replace ICE vehicles across the board.I think this was inevitable; the dates were ambitious at best, but there was never any reinvestment in the (mostly privatized) power distribution grid to enable it, and EVs are realistically impractical to be wholesale adopted in a country the size of ours with the population density and distances between places we have.
Great for city runners though, and the new smart chargers that just got incorporated into the CEC that automatically down rate until the load on the panel drops off (ie at night) makes it actually practical for all the people that can't upgrade to 200 A panels even if they want to, just because the grids are tapped out.
A bit of a tangent regarding demands on the grid, but I listened to an interesting article on the demands that AI will be placing on the grid and it will be significant. MIT projects that data centres will consume about 1/5th of all electricity in the US by 2028. Some data centre owners like Google are considering entering the energy production market.

We did the math on AI’s energy footprint. Here’s the story you haven’t heard.
The emissions from individual AI text, image, and video queries seem small—until you add up what the industry isn’t tracking and consider where it’s heading next.
The industry would have us believe that they are recyclable and, technically, they probably are, but it needs to have a business model. I have heard of one or two start-ups but I don't know how profitable it is.Even with the incentives, I couldn't make the math make sense, unless you ignored the lifespan and replacement cost of the batteries. A lot of the batteries really aren't even designed to be recyclable as well, so they are cost prohibitive and risky to recover the various rare (and toxic) metals used for anodes and cathodes. Probalby a lot sitting in landfills, so maybe someone will eventually mine garbage to recover it.