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EV demand up 50% in France and Germany since Iran war

reuters.com

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Re: EV demand up 50% in France and Germany since Iran war

#41

Post by dmix »

davis wrote: post #35
roxolotl wrote: post #4

It’s so wild to me to make a multiyear purchasing decision based upon recent events. My next car will be an EV not suggesting it’s a bad decision however I’m still blown away by statistics like this.

> based upon recent events Climate change has been in the zeitgeist for decades now. Pretty sure many people are cognizant of this and want to move away from fossil fuels. This is just a boost to do so.

That and governments pushing to ban non-EV cars over a certain timeline while subsidizing more expensive EVs.

The most important thing right now in addition to fuel prices is how much cheaper EVs are getting because of innovation in China.

Re: EV demand up 50% in France and Germany since Iran war

#42

Post by energy123 »

onlypassingthru wrote: post #20
Tharre wrote: post #16

And demand will probably go up a lot further still. Right now fuel prices are kept artificially low by every country releasing their strategic reserves, but these will run out at some point. Europe is heading into the worst energy crisis since at least the 1970s, possibly worse. And yet very little is happening to prepare for it. Definitely some fun times ahead.

The US is on pace to run out of its strategic reserve in ~2 weeks.

Isn't the US self-sufficient in both oil and natural gas? Most impacted is East/South Asia, second most is Europe, then US is the least impacted by far, although the US will experience inflation on imported goods.

Re: EV demand up 50% in France and Germany since Iran war

#43

Post by Tharre »

sourcegrift wrote: post #32
Tharre wrote: post #16

And demand will probably go up a lot further still. Right now fuel prices are kept artificially low by every country releasing their strategic reserves, but these will run out at some point. Europe is heading into the worst energy crisis since at least the 1970s, possibly worse. And yet very little is happening to prepare for it. Definitely some fun times ahead.

[flagged]

I don't know what kind of straw man you built up in your head, but I can assure you I don't believe in any of that.

Re: EV demand up 50% in France and Germany since Iran war

#44

Post by alephnerd »

kieranmaine wrote: post #11

Since the article is about Renault, I wanted to mention their EVs use motors with no rare-earth metals. https://www.renaultgroup.com/en/magazine/energy-and-powertra...

Same with Nissan [0], BMW [1], and Indian EVs [2].

European firms like ZF, Valeo, MAHLE, and Schaffler along with British firms like AEM have been working with Indian manufacturers for a couple years now to integrate supply chains for mass-producing EESMs.

EESMs as well as the larger OEM story played a role in helping land the EU-India and the UK-India FTAs because the supply chains for French+Italian (Renault, Stellantis), Japanese (Toyota, Honda), Korean (Hyundai-Kia), and Indian automotive manufacturers merged.

On the other hand, EESM EVs aren't a thing here in North America nor China yet.

[0] - https://leandesign.com/nissan-ariya-magnet-free-motor-teardo...

[1] - https://www.bmwblog.com/2025/02/20/bmw-gen6-electric-motors-...

[2] - https://www.reuters.com/world/china/india-revs-up-alternate-...

Re: EV demand up 50% in France and Germany since Iran war

#45

Post by cromka »

roxolotl wrote: post #4

It’s so wild to me to make a multiyear purchasing decision based upon recent events. My next car will be an EV not suggesting it’s a bad decision however I’m still blown away by statistics like this.

> It’s so wild to me to make a multiyear purchasing decision based upon recent events.

Even wilder to project other peoples decisions so naively

Re: EV demand up 50% in France and Germany since Iran war

#46

Post by belviewreview »

roxolotl wrote: post #4

It’s so wild to me to make a multiyear purchasing decision based upon recent events. My next car will be an EV not suggesting it’s a bad decision however I’m still blown away by statistics like this.

"make a multiyear purchasing decision based upon recent events" You have this all backwards. The fact is that for many decades petroleum is an unreliable energy source due to geopolitical factors, but people have been pretending that was not the case. What has happened in the last two months is people have finally realized the long-term truth.

Re: EV demand up 50% in France and Germany since Iran war

#47

Post by toomuchtodo »

energy123 wrote: post #42
onlypassingthru wrote: post #20

Earlier quoted context omitted.

The US is on pace to run out of its strategic reserve in ~2 weeks.

Isn't the US self-sufficient in both oil and natural gas? Most impacted is East/South Asia, second most is Europe, then US is the least impacted by far, although the US will experience inflation on imported goods.

There are no export restrictions, US oil consumers compete with the world to purchase US oil.

https://www.cnn.com/2026/06/12/business/cushing-oil-inventor...

Re: EV demand up 50% in France and Germany since Iran war

#48

Post by bormaj »

Slightly off-topic, but can anyone comment on the quality of the EV charging infrastructure in the EU? Outside of owning an EV and charging it at home/work, are fast chargers reliable and abundant enough for road trips?

I recently looked into renting an EV in Spain and instead opted for gas. It seems like the public charging infrastructure is just not all that reliable there (e.g. broken chargers + delivering less power than advertised) and fragmented when it comes to paying across many apps. Maybe this is specific to Spain after all.

Re: EV demand up 50% in France and Germany since Iran war

#49

Post by a_paddy »

energy123 wrote: post #42
onlypassingthru wrote: post #20

Earlier quoted context omitted.

The US is on pace to run out of its strategic reserve in ~2 weeks.

Isn't the US self-sufficient in both oil and natural gas? Most impacted is East/South Asia, second most is Europe, then US is the least impacted by far, although the US will experience inflation on imported goods.

The US produces a lot of light crude from fracking, however the refineries were built to process heavy crude. Therefore the US still needs to import heavy crude to meet demand.

Re: EV demand up 50% in France and Germany since Iran war

#50

Post by orwin »

drnick1 wrote: post #33
thunky wrote: post #25

Earlier quoted context omitted.

I don't think that's true, but if it is then Iran would be foolish to make a deal right now.

Iran has no choice but to make a deal, if they don't want their country turned into a parking lot. With complete air superiority, taking their power plants and a few bridges would lead to complete economic collapse as seen in Cuba.

Let's try to not glorify terrorism too much and still pretend the west do not target civilians and civilian infrastructure please. Remember, the pesky Arabs are the one who target civilians, that's why they are terrorists. We only occasionally target civilians, and when it happens, it's because they are evil and support an evil man, so we aren't.
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