I think he's hitting some great points, but at the same time, there's little 'facts' when it comes to the actual numbers that he is alluding to - he is only showing you 'his' graph, which bolsters his talk. I think that while he is on to what is really happening behind the scenes, meaning that 'building' a car, no matter whether ICE or EV or Hybrid, takes a LOT of effort and power. Those numbers are relatively the same. And, yes, whether you pump fuel into your truck and drive while emitting co2 or whether you 'fill up' at your home's outlet, allowing a utility company to emit the co2, there is no getting around the fact that NOTHING is co2 free, no, not even riding a horse, or, for that matter, 'running' to the store yourself(and I mean YOU running, not a car running - get your shoes on!)
BUT... what he is not appreciating is that the EV evolution HAS to start somewhere, and nothing EVER starts at the 'prime' point he is trying to make - things start in small and slow scale - they 'evolve' over time as we customers WANT to purchase an EV that does what we want it to. Whether we buy it to 'save the world' or whether we buy it just because it's a GREAT vehicle, does not matter.
As we do buy more and more EVs, though, yes, BETTER and more EFFICIENT batteries and battery production will certainly come into view. Nothing is going to happen, though, if we don't but EVs TODAY. Everyone can't just 'stop' and 'wait' for the PERFECT technology to suddenly show up. That's not reality.
Buy your EV today. Let the market and technology advance the 'cause' in the future.