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Has the US-Israel War With Iran Supercharged the EV Transition?

October 29, 2026
Has the US-Israel War With Iran Supercharged the EV Transition?

How has the conflict changed people’s car-buying habits — and could it accelerate the global shift to electric vehicles?

In this episode, Stephanie Flanders is joined by Bloomberg News managing editor Craig Trudell and Ethan Zindler, global head of BloombergNEF’s countries and policies research teams. They examine the way in which higher energy prices are reshaping demand for electric vehicles and hybrids, how the US under President Donald Trump is bucking the global trend and how cheaper Chinese EVs are transforming the global auto industry. Could one unexpected consequence of the Iran war be a faster transition to cleaner energy?

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