Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs

Markets Edition: Here They Come – Gen Z’s Impact on Autos & EVs

From Research @ Citi by Citi

May 12, 2026 · 11 min

About this episode

Scott Chronert discusses the impact of Gen Z and Millennials on the auto industry with analyst Michael Ward.

Scott Chronert, Citi's Head of U.S. Equity Strategy, welcomes U.S. Autos analyst Michael Ward to discuss trends in autos, from the impacts of oil prices and interest rates to the imminent demographic tailwind as Millennials and Gen Z move into their prime spending years. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup Global Markets Inc…

People in this episode

Host: Scott Chronert

Guest: Michael Ward

Topics covered

  • Gen Z
  • autos
  • electric vehicles
  • demographic trends
  • oil prices
  • interest rates

Keywords

  • Gen Z
  • Millennials
  • autos
  • electric vehicles
  • oil prices
  • interest rates
  • spending trends

Mentioned in this episode

Organizations: Citi, Citigroup Global Markets Inc., SIPC

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