Iran Conflict Emphasizes Exactly Why These 2 Stocks Win Huge Long-Term

By Daniel Miller – Apr 14, 2026 at 11:15AM ESTKey PointsVolatile oil and gasoline prices are making Americans consider EVs more.Electricity prices move more slowly than oil, are set domestically, and are cheaper.EV stocks stand to benefit as more consumers see the appeal of switching to EVs.Investors have been intrigued by electric vehicles (EVs) since Tesla (TSLA +3.83%) took the world by storm and proved an EV could be cool, compelling, and relatively affordable. Thanks to the groundwork Tesla helped lay, young EV makers such as Rivian (RIVN +1.38%) and Lucid (LCID 4.33%) received significant hype early on. Not only are Rivian and Lucid well-positioned for the global surge in EVs, high-tech, software-developed vehicles, and even driverless vehicles, but the Iran conflict underscores once again why they could be huge long-term winners. Image source: Rivian. Winning products solve problems It depends on how far back you want to look, but examples of spiking oil prices are abundant. In 2008, gas climbed to a then-record $4.05 per gallon due to flat production, rising demand, and financial speculation. As a more recent example, Russia's invasion of Ukraine sent gas prices in the U.S. to another record of $5.01 per gallon. Fast-forward to today, and the Iran conflict has disrupted oil flows through the Strait of Hormuz, a major chokepoint in global oil supply, sending prices higher. Unfortunately, these instances are numerous, and it's not a matter of if, but when, it will happen again. Driving oil prices higher can be anything from a regional or global war to regime sanctions or scattered supply disruptions, and the result is that Americans feel the squeeze at the pump. ExpandNASDAQ: RIVNRivian AutomotiveToday's Change(1.38%) $0.22Current Price$16.12Key Data PointsMarket Cap$20BDay's Range$15.81 - $16.7152wk Range$10.85 - $22.69Volume286KAvg Vol29MGross Margin-276.59% EV makers, however, offer an increasingly popular option for Americans to break free of this vicious cycle, because electricity prices change more slowly than oil, electricity prices are set domestically, and electric costs a fraction of the gasoline equivalent. The fuel savings are compelling: Electrek did the math and found that a Ford Motor Company F-150 owner switching to (a now-discontinued) F-150 Lightning would save roughly $1,900 annually in fuel costs. Rivian, Lucid, Tesla, and other EV makers popping up around the globe solve a critical problem amid volatile oil and gas prices. Solving that problem makes these stocks compelling long-term, but there are more issues investors need to consider. Patience is required with these EV stocks Many young EV makers are struggling with hefty cash burn and significant losses as they build their brands and scale. This is a long-term story that requires patience for multiple reasons, and Lucid offers a current example. ExpandNASDAQ: LCIDLucid GroupToday's Change(-4.33%) $-0.40Current Price$8.84Key Data PointsMarket Cap$3.0BDay's Range$8.68 - $10.0952wk Range$8.32 - $33.70Volume20MAvg Vol7.2MGross Margin-9280.51% In March, Lucid produced 5,500 vehicles and delivered just under 3,100. Last year, Lucid totaled only 15,841 deliveries, a small fraction of what juggernauts such as Tesla or China's BYD turn out. Those figures emphasize the long road ahead for Lucid and rival Rivian to build scale. That's not the only drawback of owning a young EV maker, as the companies work out production kinks. Even in the first quarter of 2026, Lucid ran into another production speed bump, with the Lucid Gravity SUV production disrupted for 29 days due to a supplier quality issue with second-row seats. EVs help Americans solve oil and gas price problems and are well positioned to thrive as driverless vehicles and software-defined vehicles require more computing power, which EVs are better equipped to handle. But investors would be wise to remember that Lucid and Rivian remain highly speculative and risky stocks. Patience is required over the long term.Read NextApr 13, 2026 •By Leo SunBetter EV Stock: Rivian (RIVN) vs. Lucid (LCID)Apr 13, 2026 •By Chris NeigerThis Could Be Rivian's Biggest Short-Term ThreatApr 11, 2026 •By Chris NeigerEV Sales Are "Cratering." Here's Why I'm Holding On to My Rivian SharesApr 11, 2026 •By Ryan VanzoThese 2 EV Stocks Are Getting No Love Right Now, and That's a Buying OpportunityApr 10, 2026 •By Courtney CarlsenThe Clock May Be Ticking on Rivian Under $16. Is Now the Time to Buy?Apr 10, 2026 •By Ryan VanzoWall Street Is Sleeping on This Artificial Intelligence (AI) Stock, and That's Your OpportunityAbout the AuthorDaniel Miller is a contributing Motley Fool stock market analyst covering industrials and consumer goods, with a focus on automotive companies. He previously worked as a product manager in the automotive aftermarket industry. Miller holds a bachelor’s degree in business management from Emporia State University.TMFTwoCoinsStocks MentionedRivian AutomotiveNASDAQ: RIVN$16.11(+1.29%)+$0.21Lucid GroupNASDAQ: LCID$8.84(-4.33%)-$0.40*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.