BCG on the Electric Car Tipping Point
Thorough piece of research by BCG on the transition from Internal Combustion Engines (ICE) to the Electric Automobile. They expect volume of sales to pick up in about 2020, and from there accelerating, such that in 2030 EV's will approach or even surpass the ICE in global market share. They expect the increased demand to be initially driven by regulation, but see consumer demand picking up from 2025 onward.
Please find the report here;