Over the last two weeks, we have been analysing why there is no electric two-wheeler brand to rival Tesla's success in the electric car market. Almost all brands are geographically constrained and limited by the lack of a technological edge or financial strength. We also checked what may provide an...
We love Niu as a company and admire what it has done for electric mobility. Only one complaint - their communication department needs to start breaking down numbers by vehicle format. The numbers you see below are inclusive of electric bikes, electric scooters, electric motorcycles, and even electric kick scooters. Not...
This post has been edited and republished on 7th Jul 2025. In the original post, the weight specifications of the Matter Aera and the Raptee.HV was wrongly published. The error is regretted, and we have edited and re-published the post. The electric superbike is still an unattainable holy grail as the...
Last week, we pondered why there is no Tesla-level success story in the electric two-wheeler space. There are popular brands in individual markets, but none of them has created a significant technology edge or a global distribution network. What worked for Tesla in its early years was the edge it created...
In June, 105,283 electric two-wheelers were registered in the market. This was a great month for E2W sales, with overall sales improving by 31.43%, driven by strong performances by every brand, barring Ola Electric. At the top of the chart, TVS sales jumped 80% year on year to 25,274 units. The...
Today, we kick off a three-part analysis series where we look at the lack of globalisation in the E2W world. There are important players in every significant geography, startups that have made a difference in their respective geographies or with the potential to do so. There is Ather in India,...
In a major development, Vmoto has announced a tie-up with Uber. It's a long-term cooperation agreement spanning multiple markets to facilitate the transition of Uber’s fleets, rental partners, and drivers (“Uber Partners”) in Europe to 100% electric vehicles. In most European markets, Uber riders work as Uber Eats and Uber...
Greetings and welcome back to the InsightEV Weekender. Here, I like to focus on things we did not cover during the week. Another Week, Another Spellbinding Design Infinite Machine, the New York-based electric scooter manufacturer of the P1, a scooter for the fashionistas, has unveiled the Olto. It looks like a...
The Indian market is the second-largest E2W market in the world. Considering that most outside-China players would not have a business plan to target the Chinese market, and most Chinese players won't think of entering the Indian market directly, India is the most important E2W market in the world. Statistically, the...
It is the same question flipped two different ways. The question arises because businesses seek profitability and product excellence, creating barriers to entry in an industry that is fast becoming commoditized. Large manufacturers in the ICE business outsource everything but keep tight control over the quality and final assembly of the...
Greetings and welcome back to the InsightEV Weekender. Here, I like to focus on things we did not cover during the week. We Love the Lime Glider Runabouts like the Lime Glider are the reason we love electric mobility. It allows companies to define new vehicle formats that are simpler to...
Gross Margin is a metric that we love to hate. It makes loss-making companies look good in the second line of the financial results. In common man speak, it is the difference between the Bill of Materials (BoM) cost of the goods and the sales price. It tells the world,...
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The most comprehensive deep dive into the electric two-wheeler and light vehicle industry.