When most investors consider how technology and climate policy will impact the transportation sector in the 2020s, their minds almost certainly jump to vehicle electrification. A fact that is often lost amid the constant stream of news regarding electric vehicles is that these vehicles will primarily displace gasoline. Tesla (TSLA) has announced an electric semi, it is true, but the low energy density of existing batteries will ensure that long-haul and air freight will continue to rely on liquid fuels for the foreseeable future. This does not mean, however, that those fuels