Iran War Fuel Shock Accelerates Asia's Electric Truck Surge, China Exports Spike

🏭 ELECTRIFICATION — The war's energy shock is doing what climate policy couldn't. 📌 LOOK CLOSER: Sustained high fuel costs from Hormuz disruption are compressing EV payback periods across Asian logistics. China's e-truck makers absorb regional demand rivals can't meet at speed or price. Long-term: Asia's fleet locks into Chinese supply chains, embedding Beijing's industrial leverage before any Hormuz resolution restores cheaper oil.