Webinar

Autos EV Outlook – Survival of the Fittest as BEV Appeal Cools, Consumers Favour ICE, Hybrids

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BYD is set to overtake Tesla in annual global BEV sales this year as their intensifying rivalry drives down medium-term BEV prices, residual values and profits. Potential government changes may delay the phaseout of ICE, with one-third of respondents in our BI buyers survey opposed the EU’s ICE ban from 2035. Only the fittest BEV pure plays will survive as demand cools in the West and punitive tariffs on BEVs imported from China distort global competition. China continues to lead the EV transition amid intense and unsustainable price competition. Against this backdrop, Bloomberg has developed content that can provide new industry specific insights on the status, outlook and implications for the industry, all the way through to financial viability models for auto manufacturers and suppliers.  

Longer term, the trend is more positive as Battery technology continues to develop at a rapid pace, with record low prices and new innovations hitting the market. The BloombergNEF team will discuss the outlook for lithium-ion batteries and the implications for the electric vehicle sector, including the adoption of range-extended plug-in hybrids.

There will be a detailed analysis of the findings by Bloomberg Intelligence’s Global Head of Automotive Research, Mike Dean and by the Bloomberg New Energy Finance's Head of Clean Transport, Colin McKerracher.

Speakers

Michael Dean

Global Head of Automotive Research

Bloomberg Intelligence

Michael Dean is senior European automotive analyst at Bloomberg Intelligence, joining in 2016. Having originally qualified as a chartered accountant, Michael has covered the automotive sector for 18 years, initially at BAML, including six years also monitoring capital goods and aerospace. At Credit Suisse, he was a top ranked equity analyst by Institutional Investor went on to five successful years as a portfolio manager including being partner at SAC Global.

Colin McKerracher

Head of Clean Transport

BloombergNEF

Colin McKerracher manages coverage of the transport and energy storage sectors at BloombergNEF. Colin’s team analyses the technology, policy and economic factors shaping the future of these industries. This includes electric vehicles, charging infrastructure, batteries, shared mobility, low carbon aviation, shipping and more. His team advises the world’s top automakers, parts suppliers, energy companies, policymakers, and investors. Colin previously managed BNEF’s coverage of the global smart grid industry. He has 18 years of experience in the clean energy and transport sectors and presents regularly at leading industry events. Colin’s past roles include Director of Sales and Marketing for Neurio, a smart grid technology company, and Business Development Manager for a Canadian biofuel company. Colin holds degrees from the London School of Economics and the Sauder School of Business at UBC.

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