EV Interest Indicators · week of —

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W8 · This Week — April 20-26, 2026 populating daily · full rollup Mon Apr 27

Policy & macro EV policy · fuel relief · oil
  • Apr 20 ▲Global — Brent jumps >7% intra-day to ~$94.69 on conflicting US-Iran ceasefire signals and Strait attacks Al Jazeera
  • Apr 21 ▲Global — US Navy boards M/T Tifani (2M bbl crude) between Sri Lanka and Indonesia, 2,000+ mi from Persian Gulf CNN
  • Apr 21 ▼Global — Russian-controlled tanker Nero (~36k tons products) becomes only vessel to transit Hormuz on Apr 20 EADaily
Pump prices
  • Apr 20 ▼UK — RAC: petrol 157.66p, diesel 190.48p; weekend slide of 0.65p / 1.06p since 15 Apr peak RAC Media
  • Apr 20 ▼Philippines — Shell PH cuts diesel by P24.94/L, gasoline P3.41/L, kerosene P2.00/L from Tue Apr 21 GMA News
  • Apr 21 ▼US — AAA national average regular gas $4.02/gal, down 10c WoW KTVZ / AAA
  • Apr 20 ▲Malaysia — April fuel subsidy bill hits RM7B, ~10× pre-conflict ~RM700M monthly baseline ExpatGo
Consumer-demand signals marketplaces · dealers · surveys · used EV
  • Apr 22 ▲US — Tesla Q1 2026 earnings: CFO Vaibhav Taneja said "recent increase in gas prices has had a positive impact on the order rate"; Q1 backlog highest in 2+ years Tesla earnings call
  • Apr 22 ▲US — Cox EV Market Monitor: used EV sales 42,924 in March (+27.7% YoY, +53.9% MoM); Tesla led 15,385 units; days supply 31 (−31.7% MoM) Cox Automotive
  • Apr 21 ▲US — Bloomberg Businessweek + Strategic Vision: 1/3 of US new-vehicle buyers would consider a China-built EV (up from 18% in 2021); Marques Brownlee Xiaomi SU7 review hit 10M views; 1,000+ US price-quote requests to China EV Marketplace Bloomberg Businessweek
  • Apr 21 ▲UK — Close Brothers Motor Finance survey: 48% of UK drivers would consider a new EV next purchase, 31% open to used EV Motor Trader
  • Apr 20 ▲US — Cars.com: EV search and listing views +25% MoM as gas hit $4.12/gal; gas-vehicle views −9%, hybrids +7% Cars.com
Google searches week-to-date (Apr 20–22) vs Feb 28 baseline · partial
  • ▲France — new EV +403% (+158pp WoW); used EV +151% (+40pp WoW). Largest acceleration in the dataset; sustained across both terms.
  • ▲Sweden — new EV +171% (+80pp WoW). Second-biggest weekly acceleration; +6 to +8% pump rise driving it.
  • ▲Germany — used EV +134% (+72pp WoW). Used EV searches now exceed new EV (+93%); rare crossover.
  • ▼Norway — new EV +31% (−164pp WoW). Sharp reversal from W7 peak of +195%.
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W7 · Last Week — April 13-19, 2026

Policy & macro EV policy · fuel relief · oil
  • Apr 13 ▼Germany — Merz govt approves two-month 17c/L fuel tax cut as part of €1.6B relief package Euronews
  • Apr 14 Germany — Clean Energy Wire: Germany's 17c/L fuel duty cut (€1.6B, two months) slammed as poorly targeted Clean Energy Wire
  • Apr 14 ▼Global — IEA: global oil output dropped >10 mb/d in March; Hormuz transit collapsed from 20 to 3.8 mb/d Euronews / IEA
  • Apr 17 ▲Global — Brent at $96.18/bbl on Apr 17 amid blockade tensions Fortune
Pump prices
  • Apr 14 ▼UK — RAC: 43-day price hike halts; petrol 158.30p (+25.5p since Feb 28), diesel 191.54p (+49.2p) RAC Media
  • Apr 15 ▼Germany — ADAC: diesel falls 16.1c WoW to €2.286/L; Super E10 −8.1c to €2.107/L ADAC Presse
  • Apr 13 ▲India — Crude surges 8% to $103 after US-Iran talks collapse; Delhi pump prices held: petrol ₹94.77, diesel ₹87.67 Sunday Guardian
  • Apr 16 Italy — EU Commission Apr 13 reading: Italy gasoline 11th in EU27 at €1.783/L, diesel 8th at €2.153/L FIGISC
Consumer-demand signals marketplaces · dealers · surveys · used EV
  • Apr 17 ▲UK — AutoTrader PR: new EVs cheaper than petrol on average for first time (£42,620 vs £43,405 — £785 gap); marketplace visits +21% YoY; new-EV inventory +13%; MG 11.7% top EV brand; Renault 5 E-Tech 6.4% top model. Bex Kennett: "Iran situation pushed fuel costs and energy security back to front of buyers' minds" AutoTrader plc
  • Apr 15 ▲Australia — Used EV sales >2× in March: 7,557 units (vs Feb 3,176); listings −38% to 5,129; days supply 28.6 Zecar
Google searches top WoW moves vs Feb 28 baseline
  • ▲Norway — new EV +195% (+144pp WoW). Pre-collapse peak; reversed sharply in W8.
  • ▲France — new EV +245% (+70pp WoW); Mexico +183% (+40pp WoW). Sustained Latam + western EU surge.
  • ▼Italy / Australia — both lost ~70pp WoW (Italy +71%, AU +99%). First decel after the surge phase.
II.

Pump-price shock by exposure category

Bar = average % change over crisis weeks. Tick = peak week. All values vs Feb 28 baseline.

Direct Hit
No price cap High Hormuz exposure Refined-product importer Currency-amplified
No active price cap and meaningful Hormuz/import exposure. Consumers see full Brent pass-through at the pump, often amplified by currency weakness and refined-product import dependence. The shock arrives unfiltered.
Indirect Hit
No price cap Low Hormuz exposure Tax-base buffer (varies) Mature EV markets
Low Hormuz exposure and domestic refining or diversified crude supply. No price caps — the only buffer is the pre-existing fuel tax base. High-tax EU sees moderate pump moves (+8 to +25%); low-tax North America sees near-1:1 Brent pass-through (+34 to +39%).
Policy Absorbed
Active intervention Heavy Hormuz exposure Fiscal cost mounting Latent fragility
Heavy structural Hormuz exposure, but active intervention is absorbing the shock. Mechanisms vary: fuel subsidies (JP, MY), state-set pricing (CN), excise cuts (IN), fuel tax cuts (KR), or stabilization funds (TH, VN).
Grouped by exposure category
Regrouped by EV-interest tier
III.

Cross-market scatter views

Top row coloured by pump-price exposure · bottom row coloured by EV-interest tier
Pump-price avg vs peak X = avg over crisis weeks, Y = worst single week. Gap = how much intervention pulled prices back.
New EV search vs pump-price Y = weekly Google Trends delta on each country's top-growth local EV term.
Used EV search vs pump-price Y = weekly Google Trends delta on the "used EV" query.
Pump-price avg vs peak Same axes, dots coloured by observed EV-interest tier.
New EV search vs pump-price Same axes. Spots markets where interest runs ahead of, or lags, the pump-price shock.
Used EV search vs pump-price Same axes. Used-EV demand often moves before new-EV demand once pump pain bites.
Direct Hit Policy Absorbed Indirect Hit High Moderate Low No signal
IV.

EV policies introduced since the war

Government responses to the oil crisis — subsidies launched, tariffs cut, stimulus packages unveiled. Newest first; thicker line marks a new Mon-Sun week.

V.

Cox EV Market Monitor — US used BEV (monthly)

Cox Automotive publishes a monthly EV Market Monitor covering US used BEV sales, days-supply, list price and share. Series begins Sep 2024 — first full month of the report. Dashed line marks the Hormuz/oil-shock window onset (Mar 2026).

VI.

Newsfeed

Every signal logged in the underlying tracker, newest first. Filter by category or country.

Date Country Category Source Headline
Heat scale · weekly peak Δ (%) ≥25 ≥50 ≥100 ≥200 — no signal logged