Jesse Peltan on X: “EVs are coming for oil demand, regardless of policy in the west. Plan …”

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Jesse Peltan on X: “EVs are coming for oil demand, regardless of policy in the west. Plan …” | PeekX

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Jesse Peltan

@JessePeltan

EVs are coming for oil demand, regardless of policy in the west.

Plan accordingly.

Brad Setser@Brad_Setser · Aug 7

The total vehicle export numbers for China are a bit crazy right now; a 12m annual pace in the last 3ms -- so China is on track to export well over 11m more vehicle that it imports in 2026 ...

Something has to give; pace of change here is unsustainable

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Aug 8, 2026, 8:56 PM UTC

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