Are people losing interest in EVs, or is there more to the story? How will changes in the global automotive industry impact the netzero transition? And if no one wants EVs, why do we need tariffs?

This week on Cleaning Up, host Michael Liebreich sits down with Colin McKerracher, Head of Clean Transport at BloombergNEF, to unpack the latest trends and dynamics in the electric vehicle market from cars to trucks to two wheelers. They dive deep into the regional differences, the strategies of European automakers, the impact of tariffs, as well as the latest forecasts and predictions in BloombergNEF's Electric Vehicle Outlook.

Leadership Circle:
Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live

Links:
• BloombergNEF's Electric Vehicle Outlook: https://about.bnef.com/electricvehic...
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Chapters:
00:00 Intro
02:30 EV Slowdown?
06:58 Europe Playing with Fire
09:26 AntiEV Narrative
12:05 Hybrids vs Batteries
14:03 Range and Charging
16:10 Build Me a Restaurant
17:30 Tariffs
21:00 Why Can't Europe Build?
24:07 US Manufacturing Renaissance
29:30 Postcard from the Future
30:54 The Exception
33:07 EV Forecasts
36:21 ICE Bans
41:00 Peak Combustion
44:00 EVs Only for the Rich?
46:50 Cheaper Batteries
48:15 Electric Trucks
55:27 Alternatives to Batteries
01:02:42 Outro