High gas prices are reviving EV demand, says Ross Gerber
High gas prices are putting real demand back into electric vehicles, says Gerber Kawasaki’s Ross Gerber, guest-hosting Market Hang on October 12, 2026. Yahoo Finance’s Pras Subramanian reviews Rivian’s R2 and notes the reported second production line, the strength of the used EV market and new cheaper pickups from Ford and Slate. Sarah [SURNAME] says BYD dominates outside the US and hybrids are the overlooked part of the story, while Kevin explains why an EV uses three to four times the copper of a gas car. Plus Gerber on electrical infrastructure, solar and batteries in California’s summer heat, and the role of natural gas.
00:00 High gas prices and EV demand
01:19 Rivian’s R2 and a second production line
02:00 Used EVs and the charger build-out
02:27 BYD and the rise of hybrids
03:18 EVs and copper demand
04:30 Subsidies and Exxon
05:01 Why electrical infrastructure matters
05:49 Natural gas vs. solar
06:01 Solar and batteries in California’s heat
#EV #Rivian #Copper #MarketHang #YahooFinance
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