As evidence supporting the "bright side" outcome of this conflict, two separate people I know here is Australia have fast-tracked a decision to replace their ICE vehicles with an EV. It only took a week's sticker shock at the fuel bowser to take them from "Eh, sometime next year" and "comparing a hybrid with ICE" to "Buying a BYD car ASAP". I'd be curious to know if there has been any significant effect of the market for electric scooters and bikes, also.