The electric vehicle boom is entering a new phase. As China’s market matures and the US steps back from EVs, emerging markets are becoming the new hotspot for electrified transport. At the same time, autonomous and shared vehicles are changing how cars are used. Robotaxis can travel much farther each year than private cars, potentially allowing fewer vehicles to provide the same amount of mobility. So as EV adoption evolves and autonomous driving takes off, what does the next phase of road transport look like? On this episode, Aleksandra O’Donovan and Andrew Grant, who lead BNEF’s EV and intelligent mobility teams, join Tom Rowlands-Rees to discuss the newest edition of the Electric Vehicle Outlook. Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEFGO on the Bloomberg Terminal or on bnef.com (https://www.bnef.com/) Links to research notes from this episode: Long-Term Electric Vehicle Outlook 2026 - https://www.bnef.com/insights/39553 (https://www.bnef.com/insights/39553) Executive Summary (free to access) - https://about.bnef.com/insights/clean-transport/electric-vehicle-outlook/ (https://about.bnef.com/insights/clean-transport/electric-vehicle-outlook/) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research. Check out more episodes: https://www.youtube.com/playlist?list=PLe4PRejZgr0O1zx-dJnH-YQw7APqnHLcm Watch video podcasts: https://www.youtube.com/playlist?list=PLe4PRejZgr0MS0Tqk_zQl1LVVTdWuH2Di Visit us: https://www.bloomberg.com/podcasts #energy #sustainability #podcast