s your claim still that EVs will form a significant portion of the grid? I thought that trope died sometime around 2020 when it was obvious that Elon is a megalomaniac.

China is over 60% car sales as EV share. Massive battery capacity just from EVs available, from an auto market 5x the size of the US. LFP continues to have advantages over Sodium Ion (that needs vanadium to be "useful competitor), and lithium is abundant.

but there’s a reason why no grid runs solely on solar and wind for any meaningful amount of time, and that’s because it’s not physically possible.

False but the only path forward is not thinking you must nuke all other energy from orbit and turn a switch. Path forward is ever more renewables additions, and using existing infrastructure as backup/winter generation. Getting to 100% renewables is a journey. More and more renewable additions every year. Not a “impossible because it is not current reality” conclusion.