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  "documentTitle": "What if all vehicles were electric?",
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      "text": "But more importantly, the underlying dynamics accelerated markedly",
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      "text": "Rest of decade set up for a more rapid shift to fully electrified powertrains than many forecasted 12 months earlier",
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      "text": "OEM competition intensifying though broader offerings; OEMs bring >400 battery electric & plug-in hybrid models to market by 2025; New mobility partnerships (e.g. Didi, Sony, Baidu); Consumers have unprecedented choice; Investor pressure on OEMs",
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      "text": "Regulations tightening further in many markets; More stringent emission standards; Net-zero climate ambitions; Bans on fossil fuel vehicle; Mandates on charging infra buildout; ... all pointing toward 90% BEV share req'd by ~2040",
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      "text": "Battery costs declining faster than anticipated; Tesla cites roadmap to <$70/kWh pack by 2025; Steady announcement of new Gigafactory builds; 5-year TCO becomes favorable around mid-decade; OEMs backward integrating into cell and module mfg'ing",
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      "text": "1. Total cost of ownership. Source: BCG research. BCG EV TCO model",
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