Electrification is winning. That is not the end of the story.
Transport, industry, heating and computing are electrifying because electric machines are efficient and batteries keep improving. For a huge number of applications, direct electrification will be the best answer. E2's case cannot depend on that progress stopping.
The harder question begins when a machine has to carry a lot of energy and stay productive for a long time. A passenger car can sit parked for most of the day. A long-haul truck may operate for most of it. Construction equipment can spend a shift away from high-power grid access. Ships carry their energy for days or weeks.
As duty cycles become longer, storage mass, volume, replenishment time and infrastructure move from secondary details to system constraints. For high-utilisation vehicles, charging is not only an energy problem; it becomes an operating-system problem. Opportunity charging can preserve utilisation by moving charging into loading, unloading, driver breaks or depot dwell — but then sufficient electrical power has to exist at each place where the vehicle stops.
The point is not that battery-electric trucking is uneconomic. Many return-to-base operations can work with depot charging. The point is that the purchase price of the vehicle does not always describe the whole system required to keep that vehicle productive.

Heavy transport
Off-highway
Marine
Distributed power