Zero: The Climate Race Big Take: The energy crisis is speeding up clean tech adoption worldwide
29 snips
Mar 24, 2026 
Todd Woody, Bloomberg reporter on clean energy and transportation, and Akshat Rathi, Bloomberg climate and clean energy analyst. They discuss surging fuel prices after Middle East conflict and the jump in EV interest. They cover used EV supply, manufacturing limits, and Asia’s accelerating demand. They explore rising interest in heat pumps and rooftop solar and how policy and economics are reshaping adoption.
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Energy Shock Is Rekindling Consumer Interest
- Spike in oil prices from the Middle East war is creating a second energy shock and prompting consumers to consider alternatives like EVs and solar.
- Average U.S. gas rose from a five-year low to nearly $4 a gallon, making fuel costs salient at point-of-purchase.
Searches And Showroom Visits For EVs Spiked
- Searches and showroom visits for EVs jumped sharply after February 28, though national sales data lag.
- Early anecdotes show EV sales doubled or tripled in some Asian markets where uptake was already high.
Dealer Waiting Lists Reveal Real Demand In Asia
- An auto dealer colleague reported growing waiting lists and supply constraints for EVs in Asia.
- Asian EV stock prices have risen over the past month, reflecting tangible demand shifts.