Apr 13Japan — 11,245 BEV (+89% YoY); Toyota Q1 +3,332% YoY JADA
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 capHigh Hormuz exposureRefined-product importerCurrency-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 capLow Hormuz exposureTax-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 interventionHeavy Hormuz exposureFiscal cost mountingLatent 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 peakX = avg over crisis weeks, Y = worst single week. Gap = how much intervention pulled prices back.New EV search vs pump-priceY = weekly Google Trends delta on each country's top-growth local EV term. Used EV search vs pump-priceY = weekly Google Trends delta on the "used EV" query. Pump-price avg vs peakSame axes, dots coloured by observed EV-interest tier.New EV search vs pump-priceSame axes. Spots markets where interest runs ahead of, or lags, the pump-price shock. Used EV search vs pump-priceSame axes. Used-EV demand often moves before new-EV demand once pump pain bites.
Direct HitPolicy AbsorbedIndirect HitHighModerateLowNo 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
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