EV, we have a choice; burn oil in central plants, or in auto plants. EV's will have to go past 50% penetration just for a break even. Half the electricity generated is wasted on transmission systems that is why you have to reach 50% penetration for the decline in oil consumption to start a drop. It will be a  long time coming, until them buy SU, IMO, etc and grow your money to spend; lots to be made and wasted.