Perhaps a poor choice of words on my part. What I am saying is EV cars and Solar in general is a disruptive technology that will eventually end up as the predominate "local" power source. We will still need diesel/gas/biodiesel to move things at a distance but once electric is widely adopted, gas companies will become energy companies even more than they are now. It is already happening. Total Petroleum has a 63% share of Sunpower which just announced today, the most efficient solar panels yet (23%). I think gas will be cheap eventually due to decreased demand. Gasoline cars may eventually become a novelty (by the end of my life). I also see power companies needing to adapt because once batteries hit the sweet spot in terms of price, there will be lots of people leaving the grid. The business model is predicated on selling power at market cost and charging to service the grid. This model will no longer be viable in time. Auto's will adapt to whatever it will take to sell a car - to your point. I eventually see the paint serving as the solar cell and more of the hard parts serving as a battery. Eventually the car may even become a disposable. Exciting times.EV's won't wipe out the car industry...........the car industry will adapt to the new technology. Things change.
EV's will have more impact on big oil............and big oil is probably investing more resources to take control of big electric as we speak.