EVs vs. Oil Is the Wrong Question: Planning for a Split Energy Future

For this episode, I review the energy horizon and its implications for product planning. The latest projections show oil and gas demand growing through 2050, even as solar leads the renewables sector, China and Europe push EVs, and U.S. buyers flirt with hybrids and gasoline-powered vehicles. That split reality forces automakers to hedge without losing relevance. Tooling, batteries, and service networks aren’t quarterly decisions; they’re decade-long commitments. Walk away too early, and you concede markets to faster, bolder rivals.