Why EVs might cause oil companies to overestimate future demand?

This is one in a series of short videos where Carbon Tracker compares some of the key findings of its latest report ” Expect the Unexpected – The Disruptive Power of Low-carbon Technology”, produced in partnership with Grantham Institute at Imperial College London, with recent news form the fossil fuel and green energy industries.
Download the report here: http://www.carbontracker.org/report/expect-the-unexpected-disruptive-power-low-carbon-technology-solar-electric-vehicles-grantham-imperial/