Our View

Prices Matter

Our message is simple: decreasing gasoline prices slow EV sales while increasing prices accelerate EV sales and use. Click here for more.

Asia Depends on Crude Imports

Asia's dependence on imported oil is well understood, tripling from 11 MBD in 1990 to 33 MBD in 2022. See February 12 Notes at the Margin for more.

Oil's Third Rail (February 19, 2024) -- Consumer sensitivity to high oil prices has been heightened by access to EVs and hybrid vehicles and thus may become oil’s “third rail.”

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