Download the complimentary report
David Brown
Director, Energy Transition Research
David Brown
Director, Energy Transition Research
David is a key author of our Energy Transition Outlook and Accelerated Energy Transition Scenarios.
Latest articles by David
-
Featured
Autonomous electric vehicles: four things to look for in 2026
-
Opinion
Five things to watch at COP30
-
Opinion
Five things to watch at COP30
-
Opinion
How LNG and power are shaping US gas pipeline development
-
Opinion
US DOE raises the spectre of severe power outages
-
Opinion
Energy priorities of House Republicans come out in full force
Emil Koenig
Senior Research Analyst, Power & Renewables
Emil Koenig
Senior Research Analyst, Power & Renewables
Aamir works with international and national oil companies to improve financial, commercial and operational performance.
Latest articles by Emil
-
Featured
Autonomous electric vehicles: four things to look for in 2026
-
Opinion
AI on wheels: autonomous EV fleets and their impact on the grid
-
Opinion
Coordinated buildout of charging infrastructure will enable US medium and heavy-duty trucking electrification momentum
-
Opinion
Coordinated buildout of charging infrastructure will enable US medium and heavy-duty trucking electrification momentum
-
Opinion
US EV charging infrastructure shows resilience amid policy headwinds
Andrew Brown
Director, Head of Demand and Scenarios
Andrew Brown
Director, Head of Demand and Scenarios
Andrew is responsible for aligning our consumption views across commodities.
View Andrew Brown's full profile
Prateek Biswas
Senior Research Analyst, Transport and Materials
Prateek Biswas
Senior Research Analyst, Transport and Materials
Prateek specialises in EV policy drivers, automaker electrification strategies and battery supply chain trends.
Latest articles by Prateek
-
Featured
Autonomous electric vehicles: four things to look for in 2026
-
The Edge
Will Chinese BEVs be a gamechanger in Europe and the US?
-
Opinion
Carjacked: electric vehicle policy under a Delayed Energy Transition scenario
-
Opinion
Have policy headwinds pushed electric vehicles into the slow lane?
-
Opinion
How will the new US Republican government reshape the global electric vehicle supply chain?
-
Opinion
Could new EU tariffs on Chinese imports slow EV adoption?
In 2026, the Transport-as-a-Service (TaaS) sector is set to move decisively beyond pilot programmes, with AEVs expected to be operational or testing in 39 markets worldwide by year-end. After years of experimentation, the sector is entering a capital-intensive scaling phase - underpinned by rapid technology maturation and a surge in investment that reached US$18 billion in 2025.
This shift marks a clear inflection point. New AI architectures are compressing launch timelines, lowering costs, and fundamentally reshaping the economics of autonomous deployment. As a result, AEVs are beginning to transition from isolated trials to commercial-scale operations across multiple regions simultaneously.
In our recent report, Autonomous electric vehicles: four things to look for in 2026, our experts drew on analysis from Wood Mackenzie’s Lens Power & Renewables, Electric Vehicle and Battery Supply Chain Service and Lens Energy Transition Scenarios solutions to examine how this next phase of growth will unfold - and who stands to shape it.
The report explores and answers critical questions including:
- Are autonomous electric vehicles finally moving from pilots to mainstream deployment?
- Who will define the global AEV market - platform leaders or supply-chain powerhouses?
- Where are AEV pilots translating into real commercial momentum beyond the US and China?
- Are new AI models the key to scalable, commercially viable autonomy?
Fill in the form at the top of the page to access your complimentary copy of the report.