Technology

Hot Seat with Itay Michaeli: Lifting Barriers to EV Adoption

May 13, 2026 - 1 minute 23 seconds

What are the obstacles for faster EV adoption?

In the Hot Seat, Itay Michaeli breaks down the key obstacles to U.S. EV adoption, from charging infrastructure and pricing to limited product availability. He explains why current market coverage remains uneven and how a wave of new, more affordable EVs could meaningfully expand access. As coverage improves and technologies like autonomy evolve, he shares why demand may be poised to recover, offering a clear view of what could drive the next phase of EV growth.

Hot Seat is our new TD Cowen analyst series delivering candid insights on trending topics. Stay tuned for regularly-released new episodes of TD Cowen Hot Seat

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