I think the article is overly optimistic and derives some sort of future prediction based on a simplified past performance of a totally different market. Tesla is a luxury , many of us can't afford it and if we could we would most likely opt for BMW or Benz. The reason these other car makers aren't moving yet is they are learning from Tesla. You don't want to be a first mover in this industry, you want to move so sli…
> To say gas stations will go out of business is ludicrous at best, Tesla will go out of business sooner as established car brands move in and hurt bottom line for Tesla. I don't get that dichotomy. If established car brands move into electric, wouldn't that kill both Tesla and gas stations? Why would gas stations survive?
Part of the reason traditional manufacturers have been reluctant to pursue BEVs (battery-electric vehicles) is that many were betting on liquefied hydrogen as an energy delivery mechanism for FCVs. I presume this was from pressure from current energy companies.
Hydrogen benefits current energy interests because customers would fill up their cars in a way roughly analogous to today's gas stations. Even though the "fuel" product and drivetrain are different, gas stations can adapt for hydrogen.
That is just way too complicated to work out, though, and I think traditional automakers are at the point where they are giving up. The hydrogen infrastructure is hugely expensive and the resulting automotive products are not that much more convenient than BEVs.
Tesla's Gigafactory, enabling products like their PowerWall, is the most straightforward way for us as a society to use more renewables. The problem with wind and solar has always been spotty, inconsistent power generation, and with enough battery capacity, that is no longer an issue. That is a bad sign for gas stations, but an opportunity to pivot for traditional energy companies.