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Guerra no Irã eleva gasolina na Europa e impulsiona usados de EV — quais ações observar?

War in Iran raises gasoline prices in Europe and boosts used EVs — which stocks to watch?

Autocar Motor

3 weeks ago

War in Iran raises gasoline prices in the EU and heats up demand for used EVs; see market highlights and stocks to monitor.

The war in Iran, which began on February 28, caused a fuel price shock in the European Union, raising the average cost by 12% to €1.84 per liter. This squeeze is pushing consumers toward used electric vehicles, rekindling investor interest in the sector.

According to European Commission data, the rise was accompanied by the interruption of a shipping route that accounts for about 20% of global oil.

Neste artigo
  1. Impact on fuel prices in the EU
  2. Demand for used EVs in France and the EU
  3. EV Demand in Northern Europe
  4. EV Stocks in Focus Among Investors

Impact on fuel prices in the EU

France saw gasoline prices rise from approximately €1.70 to about €2.03 per liter between the beginning of 2026 and mid-March.

  • France: increase of about 17% after 28 days of war
  • Germany: increase of about 16%
  • United Kingdom: increase of about 9.5%

Overall, the reaction was widespread: more than 100 countries, out of 185 assessed, recorded gasoline price increases after 28 days of conflict.

Demand for used EVs in France and the EU

Used car platforms in Europe are reporting a strong increase in demand for EVs. In France, Aramisauto reported that the share of EVs in sales nearly doubled, rising from 6.5% to 12.7% between the weeks of February 16 and March 9.

During the same period, gasoline car sales fell from 34% to 28%, and diesel sales fell from 14% to 10%.

OLX, based in Amsterdam, reported that inquiries for EVs rose 50% in France, 54% in Portugal, 40% in Romania, and 39% in Poland, with growth accelerating week by week.

EV Demand in Northern Europe

In Germany, mobile.de confirmed that searches for EVs tripled, going from 12% to 36% of all searches since the beginning of March, and dealerships registered 66% more inquiries about used EVs compared to February.

In Sweden, Blocket showed that EV sales rose 11% in the first 14 days of March compared to the previous 14 days, while views of EV listings grew 17% in the same period.

In Norway, Finn.no indicated that EVs have already surpassed diesel as the best-selling fuel type on the platform, and Bilbasen, in Denmark, also pointed to an increase in searches for EVs, attributing the rise in gasoline prices as the main driver.

Overall, used EVs tend to react quickly to fuel price spikes, as they usually cost up to 40% less than new models and are ready for delivery.

EV Stocks in Focus Among Investors

With demand increasing in Europe, MarketBeat points out seven EV stocks with the highest recent trading volume:

  • Tesla, Inc., TSLA
  • Rivian Automotive
  • NIO Inc., NIO
  • XPENG
  • Lucid Group
  • QuantumScape
  • Li Auto

In addition, there is mention of an observation report with rising EV stocks, with access to the full report available upon registration.

What is your take on all this? Based on this data, do you believe the fuel price shock could accelerate EV adoption in Europe? Leave your opinion in the comments.

Autocar Motor

Passionate about cars and speed from a young age, I dove into the world on wheels long before earning my first driver’s license. With a keen eye for the latest on the road, I am dedicated to transforming the complexities of the automotive industry into clear, dynamic, and straight-to-the-point content.