Industrial growth started from oil in wooden barrels taken away from Moby Dick🐋, than oil was found in enormous underground lakes, and barrel switched to metal one 🛢️, now we are on the brick to move to plastic barrels, that will fit all we need coming to Lithium-ion batteries. ☀️
The rising trend, that is shown on the graph is something that already revolutionied the way we move and the way we recharge our vehicles. (1.*)
Now it is time when brand, and official COVID end timewill dictate new rules on the ever green and climate friendly territories. After this youtube mechanics will show how to repair, restore and make out of e-cars profit.
In any case "a rapid rise of oil and gas production has given US new influence and choices" (2.) and all the rest of the world is dependant on energy supply. While in US around 10 mln jobs are oil and gas industry involed, the thing are going to be as usual. As soon as the % op people will switch to renewables, we will see quite another global picture.
I would follow Tesla index in every country, to radar the situation around the new technologies. This will show how the infrustructure and buying trends shift to alternative.
1. McKinsey-on-Climate Change-Report - (
pdf)
2. The new geopolitics of energy. WSJ Sept.12.2020