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> We may be close to saturating the market for the former group.

From what I’m reading EVs are around 1% of total cars and around 10% of new car sales in the U.S., while at least 60% of housing units are single family homes.




Not all single family homes have driveways or garages- so not all are equipped for electric vehicle charging.


But the vast majority do have driveways. In my WWI era neighborhood designed for horse-and buggies and later streetcars (must have been nice), nearly every 100 year old house has a driveway (carved from the 8-10 foot wide gap between the houses) and half of them have EVs in them. Most post-war suburban American single family homes have far more space than that for driveways for EV charging.




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