Electric vehicles and batteries. EVs pass a third of global sales led by China; battery costs fall below $100/kWh; charging becomes the constraint.
Scaling Compounding now. Evidence is visible in company results and data. Largest effect expected 2020–2040.
Second-order effects
Chinese automakers take global share; the dealer, oil-change, and auto-parts economy shrinks; battery recycling and lithium become industries; home charging makes the garage part of the grid.
Its neighbourhood
Everything this entry connects to directly. Click any point to follow it.
Frictions it intensifies
These pressures get worse, or reach more people.
Solutions it accelerates
Solutions it threatens
Sectors it reshapes
How to track it
If this trend is real, these are the numbers that will show it first.