Imho, BYDs are cheaper and more globally available. If you are already at the margins from an energy affordability perspective, you’re not buying a comparatively overpriced Tesla unless you cannot buy a cheaper Chinese alternative in your country (the US, for example).

Agree this price shock is going to be favorable for transportation electrification in the short term (electricity generated via oil is an edge case, but LNG volatility is certainly going to push electricity prices up in some markets). The economic pain will influence consumer decisions until the volatility is ironed out, which could be months from now.