Ride-hailing, e-commerce, micro-mobility, robotaxis – each of these is or will chip away at the need to own a car. Will the day come when the car becomes obsolete? This week on Switched On we talk with Ali Izadi, BNEF’s head of intelligent mobility, about this and whether car sales will peak, or if they already have.

This episode is based on a report titled Peak Car? BNEF Light Duty Vehicle Outlook.

BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF<GO> on the Bloomberg Terminal.

Switched On is hosted this week by Mark Taylor and Dana Perkins.

Ride-hailing, e-commerce, micro-mobility, robotaxis – each of these is or will chip away at the need to own a car. Will the day come when the car becomes obsolete? This week on Switched On we talk with Ali Izadi, BNEF’s head of intelligent mobility, about this and whether car sales will peak, or if they already have.This episode is based on a report titled Peak Car? BNEF Light Duty Vehicle Outlook.BNEF clients can access this report on bnef.com or BNEF Mobile, or at BNEF&lt;GO&gt; on the Bloomberg Terminal.Switched On is hosted this week by Mark Taylor and Dana Perkins.

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.

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.

The future of energy, transport, sustainability and more from Bloomberg analysts

Switched On

Should We Take My Car, or Get a Robotaxi?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ab7a3379-32fd-4756-997a-ae3c00128c50/transcript

No country can feed itself entirely on its own. The global food system depends on a complex web of trade, not just for food but for fertilizer, animal feed, pesticides and labor. Even major agricultural exporters rely on imports somewhere in their supply chains, leaving markets exposed when extreme weather, conflict or trade disputes disrupt these connections. Those vulnerabilities can appear in unexpected places: China and the Middle East depend heavily on imported food while supplying fertilizer to the world, and Brazil is a major food exporter that relies on imported fertilizer to sustain production. So in an increasingly volatile world, what makes a food system resilient, and where are its weakest links? On today’s show, Kamala Schelling is joined by BloombergNEF analyst Helen Ramsbottom to discuss her note “Food Security During a Time of Geoeconomic Unrest.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Food Security During a Time of Geoeconomic Unrest - https://www.bnef.com/insights/40191

No country can feed itself entirely on its own. The global food system depends on a complex web of trade, not just for food but for fertilizer, animal feed, pesticides and labor. Even major agricultural exporters rely on imports somewhere in their supply chains, leaving markets exposed when extreme weather, conflict or trade disputes disrupt these connections. Those vulnerabilities can appear in unexpected places: China and the Middle East depend heavily on imported food while supplying fertilizer to the world, and Brazil is a major food exporter that relies on imported fertilizer to sustain production. So in an increasingly volatile world, what makes a food system resilient, and where are its weakest links? On today&rsquo;s show, Kamala Schelling is joined by BloombergNEF analyst Helen Ramsbottom to discuss her note &ldquo;Food Security During a Time of Geoeconomic Unrest.&rdquo;
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on<a href="https://www.bnef.com/"> bnef.com</a>
Links to research notes from this episode:
Food Security During a Time of Geoeconomic Unrest - <a href="https://www.bnef.com/insights/40191">https://www.bnef.com/insights/40191</a>

Food and Farming Caught in Geopolitical Crossfire

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/da9c499a-4acc-4119-bf45-b4c9007a0b77/transcript

US efforts to secure its power grid could come at a cost. A new executive order could restrict grid and power equipment supplied by companies tied to China, with batteries particularly exposed. Around 60% of US lithium-ion battery imports came from mainland China and Hong Kong in 2025. The rules could boost demand for non-Chinese suppliers, but also increase costs and delay battery projects as developers await further guidance. So why could batteries feel the biggest impact from the latest US move to restrict Chinese power equipment? On today’s show, Kamala Schelling is joined by Zoe Zakrzewska, a member of BNEF’s trade and supply chain team, to discuss findings from her Analyst Reaction, “US Grid and Power Equipment Ban Hits Batteries Hardest.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

US Grid and Power Equipment Ban Hits Batteries Hardest - https://www.bnef.com/analyst-reactions/tkfzv6t9njly00

US efforts to secure its power grid could come at a cost. A new executive order could restrict grid and power equipment supplied by companies tied to China, with batteries particularly exposed. Around 60% of US lithium-ion battery imports came from mainland China and Hong Kong in 2025. The rules could boost demand for non-Chinese suppliers, but also increase costs and delay battery projects as developers await further guidance. So why could batteries feel the biggest impact from the latest US move to restrict Chinese power equipment? On today&rsquo;s show, Kamala Schelling is joined by Zoe Zakrzewska, a member of BNEF&rsquo;s trade and supply chain team, to discuss findings from her Analyst Reaction, &ldquo;US Grid and Power Equipment Ban Hits Batteries Hardest.&rdquo;
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
US Grid and Power Equipment Ban Hits Batteries Hardest - <a href="https://www.bnef.com/analyst-reactions/tkfzv6t9njly00">https://www.bnef.com/analyst-reactions/tkfzv6t9njly00</a>

US Grid Ban Hits Batteries Hardest: Analyst Reaction

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/facc3c7c-498c-4128-a1cb-b4c500989e08/transcript

Some of the most interesting climate technologies don’t fit neatly into a category. That is the idea behind the Wildcard entries in BloombergNEF’s annual Pioneers competition, which recognizes promising innovations from across the energy transition. This year’s Wildcard winners span three very different fields: BasiGo is electrifying bus fleets in Africa, Endolith is using microbes and machine learning to recover more copper from low-grade ores, and GRST is developing a water-based battery binder designed to make lithium-ion cells less toxic and easier to recycle. On today’s show, Tom Rowlands-Rees and BNEF Pioneers co-chair Benjamin Kafri speak with all three companies about the technologies they’re building, the markets they’re targeting and the challenges of scaling up. More information regarding the upcoming 2027 BNEF Pioneers program can be found at about.bnef.com/about/pioneers/

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Climate-Tech Companies to Watch in 2026: BNEF Pioneers - https://www.bnef.com/insights/39231

Some of the most interesting climate technologies don&rsquo;t fit neatly into a category. That is the idea behind the Wildcard entries in BloombergNEF&rsquo;s annual Pioneers competition, which recognizes promising innovations from across the energy transition. This year&rsquo;s Wildcard winners span three very different fields: BasiGo is electrifying bus fleets in Africa, Endolith is using microbes and machine learning to recover more copper from low-grade ores, and GRST is developing a water-based battery binder designed to make lithium-ion cells less toxic and easier to recycle. On today&rsquo;s show, Tom Rowlands-Rees and BNEF Pioneers co-chair Benjamin Kafri speak with all three companies about the technologies they&rsquo;re building, the markets they&rsquo;re targeting and the challenges of scaling up. More information regarding the upcoming 2027 BNEF Pioneers program can be found at <a href="https://about.bnef.com/about/pioneers/">about.bnef.com/about/pioneers/</a>
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
Climate-Tech Companies to Watch in 2026: BNEF Pioneers - <a href="https://www.bnef.com/insights/39231">https://www.bnef.com/insights/39231</a>

BNEF Pioneers: Buses, Bioleaching and Better Batteries

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c7991a9b-4047-4395-b155-b4c00062f1c2/transcript

Should We Take My Car, or Get a Robotaxi?

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