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Is There Really an EV Slowdown? Ep182: Colin McKerracher

Are people losing interest in EVs, or is there more to the story? How will changes in the global automotive industry impact the net-zero 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/electric-vehic... •    • The Debunker-in-Chief - Ep15: Auke Ho...   •    • The Solar Revolution - Past, Present ...   •    • Slowdown, what Slowdown? The EV Revol...   •    • Could Trump 2.0 Roll Back The IRA? Ep...   Chapters: 00:00 - Intro 02:30 - EV Slowdown? 06:58 - Europe Playing with Fire 09:26 - Anti-EV 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