Love this topic.
The economics of EVs is winning market share from gas in case where light vehicles use a lot of gas.
As gas consumption declines refineries and gas station will shut down. https://bob-n-martha-roth.medium.com/when-will-gas-refineries-close-3c54ac0d5898

The new engineering tools to advance battery development shorten the time to market for lower cost high energy density batteries. This includes Sodium batteries , Li air, Si anodes, and high density fluid batteries. The use AI and instruments to measure at the atomic level feed into advanced simulation SW plus CAD advances for rapid transition to high volume production suggest the pace of improvements will quicken.