Impact of Rising Gas Prices on EV Adoption
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy F?
Source: Fool
- Background of Rising Gas Prices: As of March 13, the average price of regular gasoline reached $3.63 per gallon, a 23.5% increase from the previous month, prompting consumer interest in electric vehicles (EVs), although rising gas prices do not directly lead to a surge in EV sales.
- Current EV Market Status: In Q2 2022, EVs accounted for 5.6% of new vehicle sales in the U.S., a significant increase from 2.7% in Q2 2021, indicating that consumer interest in EVs has risen amid high gas prices.
- Charging Infrastructure Challenges: While urban areas are increasingly equipped with robust charging networks, rural and smaller cities still face significant challenges, meaning that factors beyond gas prices influence consumer purchasing decisions.
- Advantages of Chinese Manufacturers: Chinese EV manufacturers like BYD and Nio have rapidly expanded due to government support and domestic demand, and with integrated supply chains and lower production costs, they are expected to benefit from global EV demand growth, especially if oil prices remain high.
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Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 11.370
Low
11.00
Averages
13.65
High
16.00
Current: 11.370
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Historical Lessons: He notes that contractionary fiscal and monetary policies during recessions often exacerbate economic difficulties, underscoring the importance of cautious policy measures to avoid further harm during economic downturns.
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Expansion of EV Navigation Tools: This update is part of a broader trend among automakers to enhance EV offerings, with Google’s navigation tools expected to support more than 350 electric vehicle models, improving trip planning accuracy compared to traditional navigation systems.
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- Cost and Repair Challenges: The upcoming 2027 electric pickup will replace hundreds of smaller parts with two large aluminum castings, which may lower production costs but raises concerns about increased repair expenses, particularly for fleet orders.
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