安联：2026年汽车行业：中东危机会否加速欧洲电动车浪潮？（英文版）

n electric tilt boosted by energy volatility. After a bruising 2025, Q1 2026 data reveal a striking reversal. BEV market share hit 19% EU-wide(+4pps vs; Q1 2025) and surged to 28% in France and 23% in Germany. The 30% oil spike fueled by Middle East tensions has sent pump prices back above EUR 2.0/L, reviving the cost-of-ownership debate and accelerating a shift that was already structurally underway. This is notably thanks to price compressionover other powertrain models on primary marketsan