About 1/4 of cars on the road globally will be electric but Europe and China will have a larger share than USA. Still, that means something like 25% of gas stations and parking lots worldwide having fast chargers. If they can't make that number, imagine the impact on driving when 1/4 of drivers are frustrated and their trips unrealistic. Passenger car ownership itself may fall, which would both hit the auto industry and bolster mass transit companies. But at the same time demand would be surging for ICE vehicles / infrastructure and gas prices will probably rise due to their devestment in anticipation of the EV revolution.

Another way to look at it: A ton of gas stations aren't very profitable. Most don't even make any real money on the gas!

So what happens when 1/4 of all their customers disappear? Many will close and when that happens there will be less competition, driving up gas prices which will result in more people buying electric cars. It's a cycle that--once it kicks off--is going to move very quickly. Faster than people, cities, and society are prepared for, that's for sure!