The trends for EV technology growth and are interesting. Hard to predict. For sure EVs electric power fuel will slowly replace fossil fuel until the pace accelerates at some tipping point of value. At some point the growth may mirror the cell phone world wide adoption.
It isn’t just EV and grid battery investments. It is also the reaction of the oil gasoline and diesel industry. At what point will gas stations close, refineries consolidate production etc. of course these investment decisions are based on projections of EV growth and could accelerate the switch to EVs.