A thought experiment. Renewable energy and electrified transport 2020 investment, and 5-year CAGRs:

Renewables: $304B, 0.15% CAGR
Electrified transport: $139B, 20.74% CAGR

How long before EVs receive more investment than renewables? 3-4 years. https://www.bloomberg.com/news/articles/2021-01-28/in-the-race-for-investment-dollars-cars-are-pulling-ahead
Here's where else it's going next:
Marine transport as @benedictevans posted yesterday in "The Great Unbundling", after my piece went to production https://www.ben-evans.com/presentations  (check out his talk; it's very good)
More on ferries from @mariuskfoss: Norway's new contracts are mostly electric https://twitter.com/mariuskfoss/status/1354044720507445249?s=20
Here's where else it's going next:
Snow grooming https://www.prinoth.com/cleanmotion/press/
You can follow @NatBullard.
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