Will $100 oil speed up the EV shift?
As fuel prices rise and the outlook becomes more uncertain, the economics of car choices and manufacturing become harder to ignore
As fuel prices rise and the outlook becomes more uncertain, the economics of car choices and manufacturing become harder to ignore

Long-term prospects for combustion engines were fading even before the outbreak of war

Increased costs since outbreak of Middle East conflict prompt more test drives and advert views

Investors are picking winners and losers based on economies’ exposure to inflationary surge

Electric-vehicle makers target less affluent heartland for next phase of growth

Measures undertaken by vulnerable economies may be only the start of things to come

Repeated cost shocks make a transition to cleaner energy critical