伊朗战争引发全球汽油价格上涨,推动电动车普及加速

伊朗战争导致全球汽油价格上涨,据预计将加速电动车(EV)普及。中国2025年新车销量一半以上为电动车,可每年节省280亿美元石油进口成本。

南华早报报道称,伊朗战争引发全球汽油价格上涨,推动电动车普及加速。Ember机构的Daan Walter表示:“电动车与汽油车成本竞争力日益增强。石油价格波动意味着电动车是各国规避未来冲击的明智选择。”报告指出,以油价每桶80美元计算,中国2025年电动车销量占新车一半以上,可节省超过280亿美元石油进口成本。欧洲电动车销量占2025年新车销量的26%,每年可节省约80亿美元。文章提及得克萨斯、伊朗、欧盟、美国、法国、霍尔木兹海峡、英国、中东、中国、亚洲、欧洲、国际能源署、海湾国家等关键词。出版日期为2026年3月18日。

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Illustration depicting surging oil prices over 115 USD due to Middle East conflict, with economic impacts on Indonesia including rupiah weakening.
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Global oil prices surpass 115 USD due to Middle East conflict

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Global crude oil prices have surpassed 115 USD per barrel, triggered by escalation in the Iran-AS-Israel war and Houthi threats. Economists warn of fiscal risks for Indonesia, including rupiah weakening to Rp17,002 per USD and potential APBN deficit. Pertamina denies rumors of non-subsidy fuel price hikes starting April 1, 2026.

Rising fuel prices from the ongoing conflict in Iran are prompting households and industries worldwide to reduce oil consumption, with experts suggesting some changes may endure. The International Energy Agency has noted demand destruction, forecasting a drop of 420,000 barrels per day this year. Asia, hit hardest by supply disruptions through the Strait of Hormuz, is accelerating shifts toward renewables and electric technologies.

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Sales of used electric vehicles in the US jumped 12 percent in the first quarter compared to last year, driven by a flood of off-lease models and petrol prices topping $4 a gallon. New EV sales fell 28 percent year-on-year after the loss of a federal tax credit. Analysts say cheaper used EVs could draw more buyers into electrification.

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