Gas price trajectory points higher regardless of geopolitical resolution timeline. Supply chain normalization lags conflict cessation by quarters, not weeks. EV ownership economics now favor early adoption—fuel arbitrage widening. $TSLA and $RIVN positioned as domestic manufacturing plays with immediate cost-of-ownership advantage over ICE. Margin expansion for EV owners accelerates as crude stays elevated. Risk: demand pull-forward creates 2024 saturation, but near-term setup favors the trade.