This is why I'm expcting the bankruptcy of the major oil companies. If demand drops massively, I don't think they can shrink fast enough to avoid bankruptcy.This is looking a long way out, maybe 25 or more years, and I'm very bullish on how quickly EVs can ramp up. Looking that far forward, you also have to ask if virtually all semis will have also switched over to electric. I would expect so. However, I also expect a specialty fuel market to persist for a much longer time (like jet fuel and maritime fuels), but the economy of scale could be quite messed up at that point so that consumers that need specialty fuel pay an awful lot for them. If this plays out, then there is still a lot of motive for trucking to go electric.