Last year, the Organization of the Petroleum Exporting Countries conveniently predicted that in 2040, electric vehicles would make up just 6.7% of the car fleet. The owners of four-fifths of proven oil reserves also said the number of cars on the road would double. Right now, electric cars make up about 1% of sales in the U.S., Europe and China, though growing rapidly. But this week brought news from two quarters with the ability to shape that future in a way that OPEC can’t: a mainstream auto manufacturer and a major…