Kind of funny, isn't it. Just a few years ago, society was concerned that we were reaching the peak amount of oil we could produce, and that concern now seems to have given way to the concern that we're reaching the peak amount of oil we *want*.
I'm more interested in what happens to the other automakers. I think that once Tesla reaches the ability to provide as many Model 3's as the market will buy, the other automakers will have a very limited time to play catch up without dying. I'm especially concerned by the way a few of them are stubbornly sticking to their guns on FCEVs despite the mounting evidence showing that BEVs are better.
There are parallels to be drawn to the cell phone industry. Nokia and Blackberry were the kings of the castle, until Apple and Android came along, and turned the industry on its head. A couple of the older powerhouses like Samsung were able to adapt and survive, but Nokia and Blackberry changed too little, too late, and have been left in the dust. I expect the EV revolution to be the same. Some incumbent brands will adapt and survive, and some will be left behind if they don't adapt fast enough.
