It's definitely something coming from the top down. I'll watch Peter Zeihan's Youtube because he tends to make arguments that the incumbent elites want to hear, and he did an anti-EV one yesterday in which he argued that the logistics were impossible and EVs could not be green.

But the only worthwhile analysis is basically "too bad, disruption is happening". Total car/truck sales went into a steep dive in 2020, made a marginal recovery the next year, and then declined again in 2022. The back-to-office coercion only had partial success - commercial real estate is still sinking in many markets. Meanwhile, e-bike sales got red-hot and everyone suddenly discovered Youtube urbanism. California governor Gavin Newsom made a trip to visit BYD recently, and their buses are being trialed in a few cities. You can even pin a lot of the global instability on energy changes - Russia was a big oil/gas exporter, and they seem to have driven everyone away from them at this point.