May 12, 2023
I agree gas stations will be under pressure. Going from 100% of vehicles needing gas 100% of the time to EV only needing to charge on long trips is a dramatic change. Only 0.5% of light vehicle trips in the US are over 150 miles.
Also, the transition from gas to EV will likely happen faster for gas vehicles that consume the most fuel.
My notes here
https://bob-n-martha-roth.medium.com/when-will-gas-refineries-close-3c54ac0d5898