Definite agree with the core of what you’re saying, though for US and EU (and to a lesser degree “High income countries”), the numbers are quite close, as clean grid energy is significantly outpacing electric vehicle adoption (and EVs rely on a clean grid to be clean).
I guess the argument is that they will raise rent by the maximum, even at excessive risk of losing tenants? Because if the tenants will pay that much, why wouldn’t the landlord charge that anyway?