Nice write-up. The only word of caution I would add is to be careful to remember that predictions about future EV take-up/adoption are just that - predictions. That said, the real money in investment markets is made by those brave enough to jump on board a theme before the masses wake up to (or become sufficiently convinced in) said investment thematic, by which time the market has already progressively re-rated upward, reducing the rewards for the late-comers...
PS. Interstate EGM voters who intend to snail mail their proxy votes are advised to get them posted by tomorrow night's mail... and certainly no later then Sunday night's mail (cutting it fine).
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