Strait of Hormuz closure triggers EV boom
The guest argued that the Middle East energy disruption is driving a massive, immediate acceleration in electric vehicle adoption across Asia.
The argument
The guest's channel checks with auto dealers in Australia, Singapore, and other parts of Asia revealed that inventory days for EVs (like BYD) have plummeted from over 25 days in January to single-digit days. The constraint on EV sales in Asia has shifted entirely from the demand side to the supply side.
The thesis, stress-tested
✓ What validates it
- ✓BYD monthly delivery numbers showing sharp increases in non-China Asian markets
- ✓Continued decline in dealership inventory days for EVs in Southeast Asia
▸ Risks discussed
- ▸Battery supply chain bottlenecks
- ▸Grid capacity constraints in importing nations
Hear it yourself
"You would see BYD cars, for example, couple of dealers in Australia, Singapore, other parts of Asia, they would be on the lot for twenty five plus days. The you know, the inventory turns were kinda a bit slow, and the market did look kind of glotted. We're down to single digit days, in most places now."
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