Wont be able to lease or finance an electric car?
A problem I see in the next decade period is that the rapidly falling cost of batteries will feed into a constantly falling cost of electric cars. Once the battery has fallen in cost so far that it becomes a small part of the overall cost that will no longer be an issue, but it will be in the now to 2030 time period.
The falling cost will of course destroy the resale value of ICE cars (causing major issues for car financing and leasing companies, as well as individuals who borrowed to buy a car), but will also lead to the rapid depreciation of previously-sold new electric cars. The result will be much greater levels of assumed deprecation, which will lead to higher lease payments and shorter loan maturities. It will also cause problems for car rental and other car fleet companies.
Again, as the cars get cheaper and stabilize in price (as the battery cost becomes less and less a share of the overall cost) this will not be an issue. But in the interim, up to maybe 2030, it may act to hold back a transition. The result may be a significant drop in car sales until the issue works itself out, causing big problems for car manufacturers (in addition to the destruction in the value of their current assets).
The more I think about this (plus the effect of driverless cars) the more I see a brutal Schumpeterian type creative destruction process which in the short-term may be extremely disruptive to the economy.