What’s next for electric cars and trucks?

About this episode

The automotive industry has faced major challenges in recent years, from pandemic-driven supply chain shocks to inflation and geopolitical uncertainty. But amid the turmoil, global sales of electric vehicles have continued to break records. 

In 2024, more than one in five cars sold globally were electric, and this year it's expected to be one in four. In some parts of the world, EVs are now cheaper than conventional cars. But what's driving these trends? Who's making these cars? How are we charging them? And how is their uptake reshaping the world’s energy system? 

In this episode, we speak with IEA Energy Technology and Transport Analyst Elizabeth Connelly to answer these questions and unpack the 2025 edition of the IEA's annual Global EV Outlook, out now.

Speakers

More episodes

  • How the energy world entered this crisis

    What did the global energy landscape look like just before the outbreak of the war in the Middle East sent shockwaves through energy markets in March? What were the major trends – and what might they tell us about what comes next? In this episode, IEA energy analyst Alex Martinos discusses the findings from the Global Energy Review 2026, which provides a comprehensive assessment of global energy trends in 2025. He highlights important developments across fuels, technologies, the electricity sector and emissions, along with the potential implications for the current energy context.
    Read more
  • The cooking fuel crisis

    Around the world, billions of people use liquefied petroleum gas, or LPG, to cook their meals. Today, many of them are under substantial pressure, with global LPG supplies severely disrupted by the conflict in the Middle East. In 2025, 30% of all LPG exported by sea transited through the Strait of Hormuz – a route that’s seen shipping slow dramatically since the end of February. In this episode, IEA energy analysts Marina Petrelli and Arthur Rogé discuss the latest developments in LPG markets – and what price increases and supply shortages have meant for some of the world’s most vulnerable communities. They also speak about the impact of the market turbulence on expanding clean cooking access, particularly in sub-Saharan Africa.
    Read more
  • How the energy crisis is reshaping investment

    As the energy crisis caused by disruptions to oil and gas flows through the Strait of Hormuz continues to unfold, how is it shifting energy investment priorities around the world? In this episode, two IEA experts – Energy Investment Unit head Cecilia Tam and energy investment analyst Kirsten Smith – dig into this question based on new insights from the World Energy Investment 2026 report. With energy security concerns front and centre – and with many countries increasingly looking to meet demand with domestic energy sources – they discuss the implications across different sectors, including oil, gas, coal, nuclear, renewables and electricity. They also speak about how investment in energy efficiency is evolving and how the crisis could affect the cost of capital for energy projects.
    Read more