For EV , I don’t have the doubt. This shall not negativity impact OCCL.
My son has used Tesla while in US. There is no noise , only noise is that of tyres’s friction with road. Hence replacement market should boom.
Key question , as you said is of airless tyres.
We can imagine that in first go airless tyres would be used upto cars. But, another disruptive technology would be 3D printed tyres. 3D printed tyres can be used for any application. This shall change the game.
Disc. : Invested in OCCL. 15% of portfolio at avg price of 930. Confused whether to hold for long or exit at break even.