[jillesvangurp]

Logically, not all petrol stations are going to survive double digit percentage drops in business very long. That's basically what is happening shortly. And it won't stop at 20% either. As battery prices come down and production volumes go up, this is a trend that will accelerate and re-enforce itself.

Once the EV market share hits something like 50% (middle of next decade, ish), petrol business will be down much more than 50% from today. Many petrol stations will have disappeared. Most commercial fleets will be close to 100% electric at that point (or striving to be). Most long distance road travel will be electric. Because it's vastly cheaper than anything else at that point. Any heavy road users will switch sooner rather than later because of the cost benefits from going electric. As soon as they can basically.

EVs will be over represented in miles driven collectively. As in, people might still own ICE vehicles but they would not be driving them a lot as that would be costly. And hence not use as much fuel.