Will EVs' electricity usage burden the grid? A look at their impact

Teslas charging via energy producting by solar panels

Tesla

Teslas, which make up the majority of electric vehicles, got caught in the crossfire during the September heatwave in California. As a result, owners of zero emissions cars were asked to limit when they plug in to charge. However, now that the emergency has passed and cooler heads have prevailed, several reports are surfacing showing how little EVs drain the electric grind. Spoiler alert, it's not much, and maybe less than you thought.

Let's start with California. According to Scientific American, EVs in that state account for: "less than 1 percent of the grid's total load during peak hours." California has more than 1 million electric cars, the most of any state in the U.S. But what about the drain caused by the other 26 million EVs worldwide? It's even lower.

A research branch of Bloomberg studies "trends driving the transition to a lower-carbon economy," published a report looking at the global situation. According to BloombergNEF, electric vehicles add around 0.2% to global energy demand. That accounts for 27 million electric passenger vehicles worldwide using 60 terawatt-hours annually.

BNEF zoomed in on a country well ahead of the curve on EV adoption. More than 20 percent of the cars on the road in Norway are plugging in, and these EVs are racking up more miles than ICE cars. Plus, nearly 80 percent of vehicles bought in 2021 in that country are electric. So indeed, the system cannot handle such a drain - right? It turns out EVs in Norway account for 1.4 percent of demand on the grid.

BNEF also crunched the numbers to forecast future consumption. It researched two scenarios for EVs in the next two to three decades. One deals with the main driver of EV growth being market demand. This situation assumes there will be 730 million electric passenger cars by 2040. If that were the case, these passenger vehicles would increase electricity demands by 7 percent. When adding other vehicles like buses and trucks, the demand would rise to 11 percent.

In the other scenario, the report assumes the world will be net-zero CO2 emissions by 2050. In that case, there will be 1 billion EVs on the road, which would increase demand to 9 percent, and when adding in other vehicles, that number goes to 15. The report went even further. If every vehicle on the road were electric by 2050, the demand on the grid would be 27 percent.

With more people going electric, that demand will grow, and it is up to jurisdictions and utility providers to upgrade the system accordingly. Every country, state and city must plan for this growth to handle the EV revolution.

You Can Now Track Tesla’s Robotaxi Deployment

Not a Tesla App

Thanks to Tesla Yoda on X, we have found out that Tesla’s Robotaxi fleet is registered on the Texas Department of Transportation’s public-facing Automated Vehicle Deployment website. This makes the fleet’s movements publicly viewable and trackable, and marks a first for Tesla.

This isn’t just any old FSD test - this is the first officially acknowledged, government-tracked, and sanctioned deployment of a Tesla Model Y operating as a ride-share vehicle. But that’s not all - Texas DOT’s tracker notes that the Tesla does not have a safety driver.

View on the Map

Visitors to the Texas DOT website can filter for “Tesla”, and see, currently, a single active vehicle operating in the Austin Metro area. According to the state’s official data, here’s what we know:

Company: Tesla

Description: Ride-share service

Status in Texas: Testing

Safety Driver: No

The final point is definitely the most significant here. While Tesla has been testing FSD with safety drivers for some time in Austin and LA for employee-only testing, this is the first time that a vehicle has been officially registered and deployed on public roads without a human behind the wheel for safety. 

The fact that there is no safety driver officially shifts the liability from the occupant of the driver’s seat to Tesla, for the first time in a public setting. That’s already pretty significant - we previously dove into how Tesla plans to insure its own vehicles, and potentially owner vehicles in the Robotaxi fleets. 

The status currently lists Tesla as “Testing,” confirming that the service isn’t available to the public, but this is expected to change in the coming weeks.

This testing phase is likely part of a short but crucial period that lets Tesla capture data on the safety levels of its current iteration of Unsupervised FSD without a driver supervising. Tesla already stated that they’d be avoiding difficult areas, so this testing can also expose additional areas Tesla may want to avoid, such as school zones or blind driveways.

Tesla will need to prove, both internally and externally, that FSD Unsupervised has the necessary performance to safely navigate the streets without any incidents.

Regulatory Milestone

For years, the concept of a Tesla Robotaxi has been a future promise. Now, it's a present-day reality, albeit in a testing capacity.

Having an official government body list a Tesla as an active, driverless vehicle shows that they’ve been able to clear regulatory hurdles, which Tesla has often pointed to as the issue. It demonstrates a level of confidence from both Tesla and Texas regulators in the system's capabilities.

While it's just a single vehicle for today, we’ll likely see this list slowly expand over time. Alongside being able to track Robotaxi incidents at the City of Austin’s website, we’ll be able to closely watch Tesla’s progress with its first Robotaxi deployments.

Follow

Follow

Follow

Tesla FSD in Europe: June Update

Not a Tesla App

The road to bringing FSD to Europe has been a long and complex one and filled with regulatory and bureaucratic hurdles. Elon Musk, as well as other members of Tesla’s AI team, have previously voiced their grievances with the regulatory approval process on X.

However, it appears that there is finally some progress in getting things moving with recent changes to upcoming autonomy regulations, but the process still seems slow.

Waiting on the Dutch

Elon commented on X recently, stating that Tesla is waiting for approval from Dutch authorities and then the EU to start rolling out FSD in Europe. Tesla is focusing on acquiring approvals from the Dutch transportation authority, which will provide them with the platform they need to gain broader acceptance in Europe. Outside of the Netherlands, Tesla is also conducting testing in Norway, which provides a couple of avenues for them to obtain national-level approval.

The frustration has been ongoing, with multiple committee meetings bringing up autonomy regulation but always pulling back at the last second before approving anything. The last meeting on Regulation 157, which governs Automated Lane Keeping Systems, concluded with authorities from the UK and Spain requesting additional time to analyze the data before reaching a conclusion.

Tesla, as well as Elon, have motioned several times for owners to reach out to their elected representatives to move the process forward, as it seems that Tesla’s own efforts are being stymied. 

This can seem odd, especially since Tesla has previously demoed FSD working exceptionally smoothly on European roads - and just did it again in Rome when they shared the video below on X.

FSD Supervised testing in Rome, Italy

Pending regulatory approval pic.twitter.com/TXh3uQIfrx

— Tesla Europe & Middle East (@teslaeurope) June 12, 2025

DCAS Phase 3

While the approval process has been slow, Kees Roelandschap pointed out that there may be a different regulatory step that could allow FSD to gain a foothold in Europe.

According to Kees, the European Commission is now taking a new approach to approving ADAS systems under the new DCAS Phase 3 regulations. The Commission is now seeking data from systems currently operational in the United States that can perform System-Initiated Maneuvers and don’t require hands-on intervention for every request.

This is key because those are two of the core functionalities that make FSD so usable, and it also means that there may not be a need to wait years for proper regulations to be written from scratch. Now, the Commission will be looking at real-world data based on existing, deployed technology, which could speed up the process immensely.

What This Means

This new, data-driven regulatory approach could be the path for Tesla to reach its previous target of September for European FSD. While the cogs of bureaucracy are ever slow, sometimes all it takes is a little data to have them turn a bit faster in this case.

Alongside specific countries granting approval for limited field testing with employees, there is some light at the end of the tunnel for FSD in Europe, and hopes are that a release will occur by the end of 2025. With Europe now looking to North America for how FSD is performing, Tesla’s Robotaxi results could also play a role.

Follow

Follow

Follow