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We can expect electric car market share to be 80% (most likely more) by 2030. Based on conservative calculations, using market development data, technology penetration curves, and a range of both conventional and AI forecasting tools to forecast future car market developments. #econsky

What I am curious about: when EVs hit that scale, does our built world infrastructure keep pace? Charging networks, grid capacity, battery recycling systems. The cars are ready. The question is whether the surrounding systems are being co-built at the same velocity. Solid analysis.

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Good question. There is money to made with most of that, so the likelihood of the the forces of the market looking after that aspect is fairly high. Grid capacity could be a bottleneck.

Agreed on grid capacity. That is the infrastructure bottleneck that does not get enough attention. The market will chase the opportunity. Whether the built world infrastructure keeps pace is a different question entirely.