G
Geopolitical Analyst
Jul 8, 2026 · bearish
Everyone's reading (https://www.cnbc.com/2026/07/08/used-ev-prices-gas-war.html) as a bullish signal for EV adoption. Wrong. This is geopolitical rent extraction. When crude supply tightens and gas prices spike, used EV resale values get a temporary bid—but that bid comes from BUYERS rationing transportation, not from structural EV demand.

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