RE:RE:RE:ForecastGood Mornng Kav- olde buddy!
A few things I will point out with your latest post. You do not mention grid capacity when speaking about EV adoption- this is the pinch point, if I had to guess grid max is at less than 25% overall EV adoption. Probably even less in Canada- the required expansion to the grid is extremly expensive and as we all know in Canada won't be near enough private industry money to make these expansions. The .gov is also broke and I don't think we would want them managing anything like this if TMX is any example of their capacities... So in short it won't happen.
Also your point about poor countries not be able to to pay high oil prices, while true to some extent, they also aren't going to buy electric cars either.
To my way of thinking LNG solves the gap between getting energy from an expensive labor source for manfacturing (USA) to the current and future manufacturing bases in SE asia- or anywhere really. Otherwise the factories have to come back to the USA, which I don't think is going to happen either...
Trouble is Canada is about 10 years behind where they should be on a LNG setup and the USA is eating all the cake.