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oil prices may rise sharply, and oil truck owners’ last psychological defense line collapses

2024-10-06

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there is no doubt that new energy vehicles outperform traditional fuel vehicles in terms of product experience and vehicle cost.

the monthly penetration rate of domestic new energy vehicles has exceeded 50%, which can already illustrate the problem. new energy vehicles have officially become "mainstream."

what supports the remaining part of the people's belief in fuel vehicles, in addition to stability and reliability, is the expectation of falling oil prices.

if oil prices can continue to fall, the gap between fuel vehicles and new energy vehicles in terms of vehicle costs will be narrowed.

a rough calculation shows that when the oil price is less than 7 yuan, the cost difference between fuel vehicles and new energy vehicles is more than ten yuan per 100 kilometers. this gap is bearable for most users.

in the words of a fuel vehicle owner, if you can afford hundreds of thousands of yuan for a car, how much money do you care about for gas?

however, now the possibility of oil prices falling below 7 yuan is getting lower and lower.

as of october 4, domestic oil prices have been adjusted 19 times this year, with a total of "7 up, 8 down, and 4 stranded."

although it seems that there are more falls than rises, each time there is a large increase and a small fall. after a total of 19 adjustments, the oil price has only fallen slightly compared to last year.

according to the latest data in october, oil prices may rise for the eighth time this year. previous statistics showed that oil prices were expected to continue the downward trend of previous months, but the situation changed during the national day holiday.

before the national day holiday, the us oil price was quoted at us$68.18/barrel, brent crude oil was quoted at us$71.98/barrel, the crude oil change rate was 0.21%, and the price of gasoline and diesel increased by 30 yuan/ton.

during the national day holiday, due to the holiday factors, this round of pricing cycle is fixed on the 7th working day. as of now, the us oil price has risen to us$74.35/barrel, and brent crude oil has risen to us$78.06/barrel. among them, the us oil price has recently increased by 9.05% compared with us$68.18/barrel.

according to this trend, after entering the 8th working day after the holiday, the increase in oil prices may further expand, and may even exceed the key upward threshold of 50 yuan/ton.

in other words, during the adjustment window on october 10, gasoline prices may experience a rare and significant "reversal."

there are complex economic and political factors behind every adjustment in oil prices. for example, geopolitical tensions, production changes in major oil-producing countries, and global economic growth expectations will all have an impact on oil prices.

at present, there is no reason to support the decline in oil prices.

political tensions in the middle east, especially the conflict between iran and israel, have provided new fuel for volatility in oil prices. in just a few working days after the conflict between iran and israel, the prices of u.s. crude oil and brent crude oil rose by more than $6, or more than 9%. this conflict is endless and cannot be ended in a short time.

for consumers, every increase in oil prices increases their financial burden, especially for those who frequently use cars to travel.

the more miles traveled each year, the greater the cost gap between fuel vehicles and new energy vehicles, and the more obvious the advantages of new energy vehicles.

if oil prices continue to rise, when 92-octane gasoline returns to the "8 yuan era", it will also mean that the last psychological defense line of fuel vehicle supporters has collapsed.

even the current experience of new energy vehicles still has shortcomings.

for example, the range anxiety of new energy vehicles has not been completely overcome, the energy replenishment experience cannot catch up with the refueling experience in a short time, and there is a high possibility of backstabbing even when buying a new energy vehicle.

however, the growing gap in vehicle costs can still push many people into the embrace of new energy vehicles.

many netizens joked that it is not that new energy vehicles can defeat fuel vehicles, but that fuel prices are rising. although i am complaining, this is probably the reality.

if fuel vehicles still want to make a comeback, they can only hope that electricity prices will rise. (text/lao pao)