To be the devils advocate for the electric vehicle/petrol tax excise thesis considering this seem to the primary long term bull case for some.

What are the chances Eroads distance travelled and driver monitoriting just becomes icnorporated as afeature of electric cars instead of an add on? I imagine most goverments would have the same issues re petrol excise and could mandate it.  

You could find this is the stop gap measure that is used for the past i.e. petrol cars instead if the excise tax is done away with and older cars need monitoring. Obviously this is not an issue in the very near term and I'm a holder but something I think about. Obviously trucking is the main game near term, just thinking longer term.