[_5ysi]

Companies well position for high voltage DC. Possible solar technologies. Traditional car manufacturers who look poised to survive the electric/autonomous transition, which will likely reduce demand and cause some bankruptcies and consolidation in the auto industry. I am particularly partial toward Japanese car companies and Tesla for being survivors. Old giants like General Electric still build a lot of our grid infrastructure.

Petro companies will still do well though; we still need plastics, jet fuel, industrial chemicals, and even still gasoline, as it will be a byproduct of these other products. Lower demand for diesel and gasoline in cars could benefit transoceanic shipping and airline companies.

The "problem" with looking for good investments is that electric vehicles are fundamentally about conserving energy and materials, so after the electric car revolution there is going to be less economic activity than before.