No, but firstly even if superfast charging were for argument’s sake to become a trivial matter in a few years, that’s still 30 minutes vs 3 minutes today to refuel. Even allowing for half the population charging overnight at home at all times, that’s still a fivefold increase in charging capacity vs fuel capacity if we’re going like-for-like, plus the national productivity cost of the extra time. Secondly, there are no significant implications for the supply chain, the national grid, and so forth, when someone refuels; for the same to be true of EVs you’d need an absolute minimum of 50% of charging to be done at night (in reality the optimum percentage would be more like 75%). New homes alone won’t cover it, nor will even a very impressive voluntary takeup rate among those who have drives get us to that critical mass point.
I digress from the main topic but IMO it’s an interesting one. The wider discussions around EVs and the change in our use of fuels and technologies, and the practical and policy by-products surrounding it, are things that might become relevant across all sorts of investment sectors in the coming years.