If supply chain hold up, a prolonged Russia war for Tesla is like Zoom during Covid. As oil reaches 120+ a barrel, Tesla will most likely can’t keep up with orders even with additional price increases as people start forking out over 100 dollars at the pump /week. And for people who thinks gas prices doesn’t affect people’s car purchasing decision, you can check what happened last time oil was 100+/barrel. SUVs ended up sitting on the lot and brands like Hummer disappeared.

Russia is the 3nd largest oil producer and 2nd in natural gas production. The EU depends on 40% of their usage on Russia.