Interesting side note this morning from Energy and Capital.
EVs are just one prong. You’ve got wireless consumer tech — that’s 18 billion devices globally and growing. You’ve got distributed power storage.And then you’ve got the electrification of everything else that for the last century or so has been running on fossil fuel.
Lawn mowers, chainsaws, snow blowers, trains, ships, busses and everything in between. DYOR please.
chart, page-326
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