Er...no. The issue is whether the EV, its range, and its charging infrastructure together can enable a buyer to have that replace an ICE, its range, and its fueling infrastructure. The fact that MOST people drive MOSTLY short distances is irrelevant.
It's really not though.
It's math.
Right now battery production can't possibly replace more than maybe 2-3% of all new cars sold each year- there's simply not enough batteries to make more EVs than that.
So even if 75% of the population actually
needed nationwide fast charging (and it's nowhere near that high a number) there'd still be an order of magnitude more buyers than actual EVs to buy out there.
Unless you rent a vehicle for trips (I’ve done that but don’t make it a habit), any trip requires a national charging infrastructure.
So there's a few flaws here-
First- it'll only apply to trips over 300 miles.... and again these are rare, statistically... second it only applies to trips over 300 miles where you're going over 300 in one shot (rather than stopping for the night where you can charge locally), so an even smaller #.
And again- vastly more people than there are EVs for sale won't need either of those things at all... another large chunk might need it ONCE a year- and for many of them renting for that ONE trip would still come out vastly cheaper than paying for gas, oil changes, etc... the whole rest of the year.
For an EV to be an ICE replacement, that infrastructure is not overrated at all. If anything, as more people convert to an EV, it becomes even more essential.
When the EV market has already saturated the large % of the population that doesn't
actually need it, yes, it'll suddenly be vital for them to keep growing.
But the EV market is
many many years away from that.
Again- there's simply not enough batteries, and won't be for years.
Tesla has the largest production factory in the world for them- and THEY are battery constrained to barely put out 500k cars a year, and having to choke off their powerwall division of cells to do THAT.... and that's a ton more than other companies are putting out.... in contrast there's ~90
million new cars sold each year.
Heck Audi just announced a 20% cut in production of the Etron this year- because? they can't get enough batteries to hit their original target (and that original target was only ~10% of the # of EVs Tesla is planning to make this year).
in short-If EVs were flooding the market in huge numbers that could eat into high double-digit market share- yes national charging would be a major concern. But that's not the case and won't be for
years due to lack of battery production.
But for the small #s of EVs other companies are
actually able to produce right now there's
huge numbers of buyers who really do NOT need a national charging infrastructure. Far more buyers than they have cars to sell to them.
Look- I love EVs. But this is math. They're not going to "replace" ICE vehicles... or even half of ICE vehicles, or even 1/4 of ICE vehicles, anytime soon, because it's
physically impossible to build that many of them