Monday's insights: EV adoption threatens grid; Goldman's supply chain plan

Plus, oil giants 'running on fumes,' according to new report

Power lines, Los Angeles. Photo: Chris Yarzab/flickr.

. . . . The promise of a boom in electric vehicles in the U.S. is great — for the environment, investors and for new American EV manufacturers such as Tesla (TSLA), Lucid, Fisker (FSR), Polestar and Rivian (and, of course, the Big Three). But what if there’s not enough electricity to power them, or th…