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#176 Green Premium & the Price of No Action, Partner w/ Big Oil?, EV Demand, & More w/ Shaun Abrahamson, Part II (Third Sphere)

CleanTechies

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A Slight Shift in Demand Can Trigger Major Economic Struggles

A 10 to 15% reduction in demand can severely impact traditional retailers, causing struggles in capital acquisition and leading to a death spiral, even without a drastic 50% market share loss. In the context of tech incumbents and the oil industry, a significant shift such as a transition to electric vehicles (EVs) in major markets like China and the EU can drastically alter industry dynamics, making oil majors less favorable partners due to their own challenges. The potential for substantial revenue loss in such scenarios amplifies concerns for businesses highly dependent on fluctuating demand.

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