The Little EVs That Could Displace Big Oil
About this episode
The episode discusses the impact of electric two and three-wheelers on oil displacement and decarbonization efforts.
While most Americans think of a truck or a sedan when they hear “electric vehicle,” a quiet revolution is happening in other countries on two and three wheels. In China and India, the electric vehicles doing the most to push out oil aren't cars – they're scooters, mopeds, motorcycles and the three-wheeled rickshaws and tuk-tuks that move people and packages through some of the world's busiest cities. According to BloombergNEF’s EV Outlook report, 46% of global sales of two- and three-wheelers were electric last year. Collectively, they’re displacing more oil than cars. Electric delivery vehicles are also starting to show up in bigger U.S. cities. How might even greater adoption of “other” EV types benefit decarbonization? Guests: Aleksandra O'Donovan, Head of Electrified Transport, BloombergNEF Samhita Shiledar, Principal, RMI David Zipper, Contributing Writer, Bloomberg; Co-host, Look Both Ways Highlights: 00:00 Introduction 02:37 Aleksandra O'Donovan on the BNEF 2026 EV Outlook 03:54 Aleksandra O'Donovan on adoption of electric two and three wheelers 08:40 Aleksandra O'Donovan on oil displacement from two and three wheelers 13:23 Aleksandra O'Donovan on what…
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