EV Interest Indicators · week of —

Brent —
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This Week — April 13-20, 2026

Highlights from the past week, organised by indicator metric
Pump prices weekly % change vs Feb 28
—Direct Hit avg
—Policy avg
—Indirect avg
  • Apr 20 India — petrol frozen at ₹94.77/L (Delhi) despite Brent ~$90 — state oil cos bleeding Goodreturns
  • Apr 19 South Korea — gasoline rises 3rd straight week to ₩2,001.93/L UPI / Korea Herald
  • Apr 18 Philippines — DOE sees another fuel-price rollback for Apr 21 Manila Times
  • Apr 14 Canada — PM Carney suspends federal fuel excise tax PM of Canada
  • Apr 14 UK — RAC: pump prices stall after 43-day record hike RAC Fuel Watch
  • Apr 16 Malaysia — fuel subsidy bill surges to RM7B/month ExpatGo
Google search — new EV top-growth local term, weekly % vs Feb 28
—Direct Hit avg
—Policy avg
—Indirect avg
  • Apr 13 Cambodia — "EV" search +545% current, peaked +860% week of Mar 29 Google Trends
  • Australia, NZ, France — Peaks 2-3× pre-war level
  • 23 of 23 tracked markets — positive GT growth since Feb 28
  • Direct Hit cluster — averages +90%, nearly 2× Policy/Indirect (+50%)
Google search — used EV "used EV" weekly % vs Feb 28
—Direct Hit avg
—Policy avg
—Indirect avg
  • Apr 15 South Korea — used EV demand +29.5% MoM as fuel nears ₩2,000/L Seoul Economic Daily
  • Apr 17 UK — AutoTrader: EV enquiries +28% WoW; leasing +36% since Feb AutoTrader UK
  • Apr 17 Canada — BNN Bloomberg: gas surge drives Canadians toward used EVs BNN Bloomberg
  • Apr 13 Australia — WhichCar: used & repairable EV sales surging WhichCar
Marketplaces aggregator platform signals
7new signals
6countries
+89%top signal (Octopus)
  • Apr 20 Europe Q1 — BEV regs +29.4% YoY to ~560K; March alone +51.3% to 240K+ in 15 markets RTÉ / Reuters
  • Apr 13 UK — Octopus EV: leasing orders +89% MoM in March (new + used) Octopus EV
  • Apr 13 Germany — mobile.de EV inquiries +50% MoM in March mobile.de
  • Apr 14 Brazil — Webmotors: BYD Dolphin Mini first EV to top desirability ranking Webmotors
  • Apr 15 US — Edmunds: EV consideration hits 11.6% in Q1 2026 Edmunds
Consumer surveys stated intent, polls with sample size
2new surveys
73%top stat (US)
25%MY interested
  • Apr 15 US — Numerator: 73% of US vehicle owners cutting spending due to fuel prices Numerator
  • Apr 13 South Korea — 20-something new-car buyers +36% YoY Q1 2026; EV demand cited as driver Seoul Economic Daily
  • Apr 13 Germany — ecomento.de / AutoScout24: rising fuel prices driving used-EV demand ecomento.de
  • Apr 14 Malaysia — 25% of Malaysians interested in buying an EV TechNode
Dealers & Showrooms first-party, OEM, test drives
5new signals
5countries
+74%BYD Q1 (BR)
  • Apr 20 Australia — Tesla + Polestar Q1 sales 7,725 (+40% YoY); EV share 22.9% in March Electric Vehicle Council
  • Apr 19 China — Beijing Auto Show opens Apr 24: 1,451 cars across 380K sqm CarNewsChina
  • Apr 18 Pakistan — Chery Tiggo PHEV bookings "exceeding expectations" The Nation
  • Apr 14 Brazil — BYD Q1 +74% YoY (37,637 units); Dolphin Mini record month Canalve
  • Apr 13 Cambodia — Auto Show 2026: crowds test-driving Chinese EVs; BYD/Toyota/Tesla top 3 Xinhua
Used EV cross-cutting: sales, listings, pricing
4new signals
4countries
+29.5%KR used demand MoM
  • Apr 15 South Korea — used EV demand +29.5% MoM as petrol approaches ₩2,000/L Seoul Economic Daily
  • Apr 17 UK — AutoTrader: EV enquiries +28% WoW; EV leasing +36% since Feb AutoTrader UK
  • Apr 17 Canada — BNN Bloomberg: gas surge drives Canadians toward used EVs BNN Bloomberg
  • Apr 13 Australia — WhichCar: used & repairable EV sales surging WhichCar
V.

Latin America

Brazil, Mexico, Colombia·Policy-cushioned
Country Fuel pricesUpdated — Google searchesUpdated — EV interest indicatorsUpdated — BEV salesUpdated —
Market % change vs baseline of Feb 28 Google Search New EV Google Search Used EV Marketplaces Dealers Survey Used EV BEV sales
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 (most fuel arrives as refined product, not crude). The shock arrives unfiltered.
EV interest readIn mature EV markets (AU, NZ) this drives the strongest organic consumer-led surge in the dataset; in frontier markets (KH, PH) the response shows up as accelerated government policy rather than retail demand.
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 — pump prices move with Brent, but without the physical supply risk or refined-product import premium that hits Direct Hit markets. 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%) — being a producer doesn't shield retail consumers when the tax base is thin.
EV interest readCleanest behavioral signal in the dataset — pure consumer reaction to pump pain in mature EV markets. This is where the EV-as-hedge thesis gets its purest evidence. UK, Germany, Sweden carrying the response.
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). Governments are spending political and fiscal capital to keep pumps quiet — and they only do that when they're structurally exposed.
EV interest readMostly policy-led, not market-led. If any cushion runs out (TH's Oil Fund already partially depleted), the country snaps into Direct Hit. Watch for early leakage — JP still shows +10% EV listing views despite full subsidy absorption.
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. Scroll the rail; click a card for the source.

V.

Newsfeed — high-interest markets

Filtered to countries currently in the High EV-interest tier. 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