美 전기차 렌탈 수요 급증… 휘발유값 급등 영향

The energy crisis driven by Hormutz Strait closure is accelerating EV adoption through rental markets, with bookings up 25-47% as fuel costs surge. Unlike new EV sales constrained by expired tax credits, rental demand demonstrates that immediate fuel cost pressures can rapidly shift consumer behavior. This divergence signals a critical market inflection where operational economics may outweigh policy incentives as the primary EV adoption driver.