The bottom line
More of the economy is being reorganized around electricity, storage, renewable generation and software-managed power.
Why it matters
Electrification reaches far beyond electric vehicles. It changes buildings, industrial systems, grid investment, storage economics and the relationship between energy supply and demand.
From the foresight archive
Jim Carroll first published this as Megatrend #6 on 2025-07-02. He revisited it one year later on 2026-08-12, using the retrospective to test the original call against what had happened since.
In that retrospective, Carroll’s own shorthand assessment was: Underway, and broader than the EV headlines suggest. The culture war noise was always about cars. The actual rewiring — batteries, renewables, and the AI running the grid underneath it — never slowed down.
This page treats the 2025 article as the original foresight call and the 2026 article as the first evidence checkpoint. Later signals and scorecards can be attached without rewriting the historical record.