Anonymousabout 24 hours ago
Rising gas prices driven by the U.S.-Iran conflict have pushed the national average past $4 per gallon for the first time since 2022, reviving the narrative that expensive fuel will boost electric vehicle demand. But Tesla's Q1 2026 delivery numbers — 358,023 vehicles, missing analyst expectations — tell a more complicated story of structural demand challenges, demographic barriers, and a post-tax-credit landscape that complicates the simple equation of "expensive gas equals more EVs."