The EU has walked back its 2035 ban on internal combustion engines. What happened, and what does it mean for the industry, infrastructure and consumers on the road to sustainable mobility?
Around the table

Romina Maurizi
Editor-in-chief, Quotidiano Energia
Editor-in-chief of Quotidiano Energia since 2014 — the leading Italian outlet for specialised energy news — where she has worked since its founding in 2005, previously as senior editor. A professional journalist with a degree in Political Science, she has covered the energy sector since 2001, including as a contributor to industry publications.

Gianluca Di Loreto
Partner, Bain & Company
Partner at Bain & Company and head of the Automotive practice for Italy. A graduate in Economics, he has over 20 years of consulting experience — more than 15 of them at Bain — working alongside many players in the sector on the restructuring of industrial plans, organisational change, performance improvement, and customer analysis and segmentation.

Gabriele Ratti
CEO Moov · Host
CEO of Moov and host of Moov(er)Time, he guides each conversation toward the practical questions behind the headlines, keeping the focus on what changes for the people who actually move.
About this episode
The European Union surprised everyone by softening its 2035 deadline to phase out internal combustion engines. In this opening episode of the 2026 season, host Gabriele Ratti sits down with two voices who know the energy and consulting sides of mobility to ask a blunt question: is the green transition a real trajectory, or a moving target we keep redrawing?
The conversation moves past the political headlines to where decisions are actually made. Why is EV adoption lagging behind the forecasts? Why is the Italian fleet getting older instead of greener? And why does every serious answer keep coming back to the same overlooked figure, the consumer, who can be guided and incentivized but never replaced in the choices they make.
Key themes
🔹 Why the EU rolled back the 2035 combustion-engine ban and what it signals to the industry
🔹 The gap between decarbonization targets and the infrastructure actually in place
🔹 Industrial competitiveness: can European automakers keep pace without protection?
🔹 What the transition really costs the end consumer, and who absorbs it
Full transcript
Why has the European Union revised the path toward 2035 for the decarbonization of mobility?
The revision stems from the change in the European energy and economic context following the 2022 energy crisis. While the goals of the Green Deal remain unchanged, the path to achieving them has been called into question. The new approach opens up the possibility of continuing to market, after 2035, vehicles that partly use biofuels and synthetic fuels, introducing a principle of greater technological neutrality.
Does the change to European rules represent a reversal of direction?
It is more of an opening than a true U-turn. Electrification remains the main direction, but space is being acknowledged for other technologies. Many operators interpret this opening as the possible beginning of a more flexible approach compared to the exclusive choice of electric.
Why is the adoption of electric cars proceeding more slowly than expected?
The pace of adoption is lower than initial expectations because many consumers do not yet consider the electric car suitable for their needs or economically affordable. Growth curves show a slowdown compared to forecasts and indicate that the market is following a different timeline than the one envisioned by policymakers.
What is the main lesson that emerges from consumer behavior?
The consumer remains the decisive actor in the transition. They can be incentivized and guided, but cannot be replaced in their choices. If a technology does not meet real needs, its adoption tends to slow down regardless of the goals set at the regulatory level.
Is it still possible to correct the direction taken by the automotive industry?
It depends on the final objective. If the aim is to maintain a plurality of technologies, there is still room to adapt strategies and investments. If, on the other hand, the goal were to return exclusively to traditional technologies, the many investments already made would make turning back difficult. The priority is to quickly define a clear and stable direction.
What problems does regulatory uncertainty create?
Uncertainty makes both industrial planning and purchasing decisions more difficult. Consumers and companies tend to postpone their choices when it is unclear which technologies will be incentivized, penalized, or permitted in the long term.
Why is the price of cars considered one of the main obstacles to the transition?
Sustainability concerns not only the environment but also people's economic capacity to purchase a vehicle. A significant portion of the European market suffers from a lack of affordable models in the more popular segments, making it difficult to renew the existing fleet.
Why does the Italian car fleet continue to age?
The main cause is the reduced spending capacity of households. Many motorists keep their vehicle longer not out of preference for traditional technologies, but because the cost of replacement has become too high.
Do younger generations have a different relationship with the automobile?
In part, yes. The car tends to be perceived less as a status symbol than in the past and more as a tool for mobility. However, in areas less served by public transport, owning a vehicle often remains indispensable.
Why does Italy present different characteristics compared to other European countries?
Italy's territorial structure is made up of a large number of small towns and outlying areas. Much of the existing fleet is not concentrated in the major cities, making the adoption of mobility models designed primarily for urban contexts more complex.
Is it appropriate to use countries like Norway as a reference model?
Comparisons must be contextualized. Norway has territorial, demographic, and mobility characteristics that are very different from those of Italy. What works in one particular context cannot automatically be replicated in other markets.
What role should public incentives play?
Incentives can encourage the adoption of new technologies, but they cannot represent a permanent solution. If the market depends exclusively on incentives, the risk is creating artificial demand that drops rapidly once support is withdrawn.
Why is consumer engagement considered fundamental to decarbonization?
The transition cannot be achieved without the consent and participation of those who use the products and services. For this reason, policies need to be accompanied by information, communication, and engagement activities that explain the benefits, costs, and goals of the ongoing transformations.
What is the main limitation of an approach based on a single technology?
Mobility needs vary widely. Assuming that a single technology can solve every situation risks producing results below expectations. Mobility requires differentiated solutions depending on contexts and uses.
What role can the electric car play within the mobility system?
The electric car can be particularly effective in certain contexts, especially urban ones, where distances, charging availability, and operational advantages favor its use. This does not necessarily imply that it is the optimal solution for every travel need.
Can car sharing replace the private car?
Car sharing effectively meets some mobility needs, but it is not designed to fully replace the private car. The majority of daily trips are linked to commuting, an area in which the private car and public transport continue to play a central role.
Why have many car sharing initiatives encountered difficulties?
The difficulties stem from several factors: complex business models, high operating costs, fragmented regulations, problems of improper use of vehicles, and expectations often exceeding the service's real potential.
What contribution can car sharing offer in cities?
It can represent a useful component of the urban mobility offering, especially when integrated with public transport, micromobility, and other services. Its value increases when it is seen as a complement rather than a universal substitute for other modes of travel.
What is the relationship between public mobility and private sharing services?
Integration between public and private can broaden the options available to citizens and improve the overall efficiency of the system. In various international contexts, shared services are considered an extension of the mobility offering and supported accordingly.
What mobility model emerges from the discussion?
What emerges is the need for an integrated ecosystem composed of multiple solutions: private cars, electric vehicles, low-emission traditional engines, public transport, car sharing, micromobility, and intermodal services. The goal is to allow people to choose, on a case-by-case basis, the solution best suited to their needs.
What is the guiding principle indicated for the decarbonization of mobility?
Decarbonization should pursue realistic environmental goals without imposing a single technology. The most effective approach consists of combining innovation, economic sustainability, listening to consumers, and a plurality of solutions, fostering a gradual evolution that is consistent with real mobility needs.