A few counter points. In the US less than 0.5% of trips are over 150 miles. Charging times to add 150 miles is about 10 minutes. So F150 truck is ok for 99.5 % of consumers who buy F150 for pleasure. For F150 hauling heavy loads, you are right, battery energy density need to increase. In lab now and within 10 years battery technology with 4X today’s energy density is coming. At that point it is game over for fossil fuel use in light vehicles.
In the meantime, today, police are shifting to EV. Why? Because considering the price of the car, price of fuel, price of maintenance and the longer life of EV, EV available today saves about 50% of police car cost.
The same economic choice for vehicles fleet managers is driving a fast shift to EV. Delivery vans, cabs, Uber, police cars drive 125 to 60 miles a day, all can be charged with 220 volt circuits over night. 99% of. The cases never need addition charge during the day.
Bottom line 20% of vehicles use 50% of fossil fuel used by light vehicles, EV are cheaper today for all these use cases. Within 10 years these case will have shifted to EV and fossil fuel consumption will have dropped by 50% in the US.
By that time the energy density of batteries will increase 4X and price decline to 25% of today’s price.
Final point the industry has announced they plan to end production of fossil fuel vehicles. So consumers will buy for pleasure or commerce but they will buy EV.
As to infrastructure, for the average distance traveled per day you need the same energy consumed by cooking thanksgiving dinner. If the grid can survive thanksgiving today, it can deal with EV demand at night. The grid does need an upgrade due to population growth and shift to heat pumps away from gas heat.