Fair enough, but doesn’t that go counter to the concerns you raised about employment in your previous post?
No initially jobs will mainly be lost in the supply chain not servicing when ICE car manufacture declines, 23 million ICE cars will still need engine oil, filters, starter motors and radiators etc but over time there will less demand for these parts as there will be enough in stock and when this is combined with no new parts being required for new models factories will close and many will lose their jobs.
Drivetrain
100s of engine parts sub-contracted to vendors assembled at engine maker - Vs - a simpler motor driven by tech and assembled in-house. I estimate it would need 50% fewer people overall to make a motor (1 casing, rotor, winding and gears) instead of a complicated engine. Same case applicable to gearboxes - electric motors can eliminate the need for a complicated transmission, so many jobs are in question here.
Starter motor/Alternator
There are some Giant employer names in India that are well-known starter and alternator manufacturers, TVS is one, and BOSCH is another, what about those 1000s of jobs there?
Suspension/Brakes/HVAC
In the current EV Scenario, these industries look safe but there may be advancements made. Regenerative braking can eliminate the need for better brakes someday so watch out. Thankfully with a warmer earth, HVAC is still needed and EVs do need some tech to cool down their internals.
Radiator/heat exchange
There is a sure need for a radiator concept in an EV to keep the battery and motor cool but I am not sure if any jobs will be lost.
Spares/Ancillary units/Engine oil/lubricants/filters/Mechanics
This will be a significant sector that will see millions of job losses, there are 100s of lubricant brands in the world, OEM and fake spare industries, 1st grade copy and fake part manufacturers who somehow provide jobs and run the economy, those will be at stake. Air filters, oil filters, engine spares, clutch replacements, etc all gone forever. All after-sales service centers around the world - organized and unorganized, what will happen to them?
Gujri/Scrap/recylcers
Every major town and every city has a suburb with 100s of streets and 1 or 2 highways full of used spares - engines, gearboxes, body parts like hood, boot, seats, etc - what will happen to them?
After-market tuners/Performance Spares/Accessories
Even a Swift can be modded with a louder FFE exhaust and a K&N air filter, what about those industries? Audio refitters, there are various jobs related to both manufacturing of a Pioneer or Sony or Alpine HU and a Sub, Amp, their related wiring etc - I don't think a Tesla or a BYD (for that matter even today's cars don't need an AFM audio anymore) will need these industries.
I can imagine a Tesla having a 10,000 Rs seat cover done in JC road safely covering the airbags but still there are some jobs to surely vanish in this industry. A product as simple as a Pom-Pom Bosch horn cannot be added to an EV without facing major warranty issues. Minda, Roots, Super - there are so many companies making such a simple 1st-mod-on-a-car in India - louder horns.
Additives/Non OEM performance add ons
Liqui moly, Bardhal, 3M, and 1000s more companies have additives for fuel and oil, what about them?
Bearings
Surely companies like SKF/***/Techspin will have lesser business if engines and gearboxes are eliminated, they are giants in the job sector. There is no need for a journal bearing surely in EV I hope.
Casting/Foundries
Yes, an EV drive train still needs a cast outer block and a forged shaft or a few but there are far fewer cast/forged parts inside a motor compared to an ICE engine.
The Factory
I have checked out EV factories like Ather or Ola (being a native of Hosur, TN) they really don't need a lot of employees to put together an EV product as compared to the cumbersome assembly of an ICE car/bike. Yes, there are jobs created but it takes far fewer people to assemble an EV compared to a conventional car or bike.
The Battery
I really do not have an estimate of how many jobs are created in the manufacture of EV batteries, can anyone discuss that topic? From mining to logistics to processing and assembly of a Battery Pack.
Oil/Petroleum/Refining/Distribution/Pumps
This is the hottest topic of all, can anyone even begin to estimate the number of jobs in the oil industry, it is simply massive and they make or break nations, geo-politics, and differentiate developed or conflict nations. From oil exploration to drilling and mining to shipping and storage to refining and distribution to petrol pumps - it is simply mind-boggling. I cannot understand how EVs are going to replace this industry and where are humans going to find alternative energy to replace oil. Unless we find a Lithium deposit below earth similar to the Middle-East oil story from the 1970s - hoping the volume of Lithium deposits is the size of 3-4 states combined in India - I simply do not see how a 5 trillion $ industry can be closed down in 5-10 years. Unless someone invents a nuclear-powered car that can run on a spoonful of U235 for 25 years at a stretch…