As major electric two-wheeler startups in India hit the domestic bourses, we look at what makes them tick and why there is a rush for public money. In this two-part series, we also examine why India is the most important two-wheeler market in the world and why the Western world E2W...
We normally do not comment on individual companies and their financial results. We are more like exuberant fans cheering every player from the sidelines. However, Cake’s bankruptcy has exposed the vulnerable side of the industry. Then, since last week, the world has been waking up to things going wrong at...
Late last week, Gogoro’s Chairman and CEO, Horace Luke, resigned amid falling margins and allegations of fraud. Ruentex Group’s general counsel, Tamon Tseng, replaced Luke as chairman. There is more to what meets the eye—Ruentex is Gogoro’s biggest stakeholder and clearly wants to get things under control. The biggest shareholder putting their...
The good folks at CycleWorld recently pointed to Honda's new design patent for a mini bike with an orifice in the headlamp aperture for airflow to the battery compartment. A few weeks back, we discussed how cooling is important in electric motorcycles and the choices everyone is making - air-cooled or...
Last week, we clicked on how Honda and its other Japanese brothers were late for the EV party. The biggest of the Japanese four sells nearly 20 million units annually, cornering a 35 percent global market share. It would be difficult to defend if the global E2W movement gathers momentum,...
If the world changes and you are fashionably reluctant to, will you maintain your hegemony? That’s the story of Honda. The Japanese behemoth has more than 35 percent of the global two-wheeler market. However, it has had next to zero electric scooters until now. With the kind of resources and...
Early this month, some of our favorite motorcycle news outlets reported that Yamaha is developing an electric superbike. We know that Yamaha has at least filed design patents pointing to a capable electric motorcycle with at least one full-faired variant. Let’s first examine what Yamaha has filed. Some stuff in the image...
The above is the Zapp i300 scooter. At around GBP 8.5k, it’s not cheap. It also doesn’t look very practical. However, it is quite entertaining. It’s a pocket rocket with a creative mix of a small battery and a large motor: 1.44 kWh powering 14 kW peak. The 60km range...
We know the (cheesy) heading and the subheading above are unrelated. We plan to spend the next 2000-odd words making the connection. The rise of Benda In recent weeks, our social media feeds have been flooded with Benda. This upcoming neo-Chinese brand, part of the Keeway group, has decided to forge an...
We will try to limit this discussion to street-legal electric motocrossers (unless the name is Stark) for adults. Kid’s and Trial bikes (as sold by KTM, Oset, Kuberg, and many more manufacturers) are a promising but different business segment. Last week, we discussed that all the leisure motorcycle body types, Motocrossers, and all...
Electrification is simple for a few two-wheeler formats, like commuter scooters. It is quite evident, and as a result, there are 2078 models of electric scooters on sale worldwide. That is a made-up number, but you get the gist. Also, we may not be very far off. It is challenging for many...
Over the past three weeks, we have been analyzing publicly traded electric two-wheeler manufacturers. We looked at Livewire, Arcimoto, Volcon, Zapp, and Niu, all traded on the Nasdaq. It seems most are down with the flu. Then, we also checked on the health of ASX (Australia) listed VMoto, the Shanghai traded...
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The most comprehensive deep dive into the electric two-wheeler and light vehicle industry.