October 27, 2026 - 9:00 pm

The past few months of conflict with Iran have exposed an uncomfortable truth: Despite becoming the world’s largest oil producer, the United States remains remarkably vulnerable to the whims of the global oil market. Our reliance on imported oil has fallen, but our vulnerability to gasoline and diesel price shocks has not.

Higher domestic oil production helps, but it can only do so much. In a globally connected market, disruptions to shipping through the Strait of Hormuz or attacks on Russian refineries still send prices soaring. Domestic oil production will remain critical for decades, but the best protection against volatile oil prices is to reduce consumption — or, where possible, eliminate it altogether.

For the first time, we have an alternative.

Electric vehicles offer a paradigm-shifting opportunity for U.S. energy security.…