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We do need to be planning for more energy capacity yes. Ideally our net charge capacity is growing.

But it's worth pointing out that if there's 1450 chargers today & many of them are L2, replacing them with 1MW chargers wouldn't actually change the energy demand at all. It would just be faster charging, not more net charging; people wouldn't be likely to be driving more all of a sudden (ok, ride-share drivers would be on the road a slight bit more).

But yes, we do need to be building more energy capacity (something that places other than the US are doing effectively).



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