[WorldMaker]

Transportation is already in the process of shifting. EV cars and trains, obviously, are the present. EV cargo vans are "days away" from the present (especially looking at things like Walmart's massive uptake in EV logistics, but also Amazon and UPS and FedEx's various deals). EV semitrucks are "months away" from the present. Air and sea have the longest lead times and are indeed the furthest behind, but are seeing a lot of pressure to explore cheaper alternatives (and are talking about very interesting electrification ideas and are seeing prototypes and early adopters).