The four main trends affecting the electric industry. I would include the decoupling of total electricity demand and utility revenue.

GM to bring 20 all-electric cars to market by 2023. Note that “to market” may indicate different countries. Don’t expect the cars released in China to be the same as those in the US.

Shell Executive Describes Inevitable Transition to Carbon-Free Energy. “Shell’s CEO Ben Van Beurden recently said that with the right mix of policy and innovation, he sees global demand for oil peaking in the early 2030s or sooner — and that his next car will be electric.”