Sorry I’ve reread my message it the last sentence was a little dismissive - unintentional I assure you.
I see this as a dispersion rather than and easy like for like replacement. EV’s won’t require the servicing that ICE do and even the CEO of ChargePoint talked about how his network would be the primary source for charging.
Investable spaces looks to be energy generation, battery storage & EV makers but I don’t know about specifics and the latter is widely inflated already.