This interview is lightly edited for clarity and length. Michael Spencer is a serial entrepreneur who recently spent four years ramping up Model 3 and Model Y production and scaling the supercharger and energy businesses at Tesla. Zeno is launching a sport utility electric motorcycle, a portable/swappable flexible-use battery, and a charging-plus-battery...
Still, it was not a bad year, and Niu has a foundation from which to build upon. First, the numbers For FY 2024, Niu reported revenues of RMB 3288m (USD 455m). This was a 24% improvement from revenues of RMB 2652m (USD 367m) in 2023. However, Niu's revenues are still 11.2% lower...
This week was all about Europe. In our Thursday long-format analysis, we looked at how Europe, once considered an automotive leader with class-leading capabilities in product design and chassis engineering (we are talking two-wheelers here), has lost its way. It's now cannon fodder for the Chinese and has been reduced...
This analysis starts with a blue box because setting the context is essential. The last time we saw two-wheeler sales data for Europe, the continent had hit a sales peak of more than three million units. We estimate that about 200k were electric mopeds and motorcycles. Further, another million were ICE...
InsightEV: Peter, welcome to the Insight EV interview. It’s great to have you here. I checked out the Colibri M22 and it looks unique. What’s the backstory? Where did you come from, and what inspired you to pursue the dream of building your own electric motorcycle?Petre Georgescu: It’s a pleasure...
While top-end electric motorcycle manufacturers - Livewire, Energica, Damon - are limping badly, the mid-size electric sports motorcycle segment is likely going to be an exciting market. Yadea entered last year, and Honda will bring one this year. But India-based Ultraviolette has been selling (a very capable) one since 2023,...
Open Google Maps for the city of Bangalore, India, and you will find that Ultraviolette offices are only five kilometers away from Ola Electric offices. However, ideologically, the two companies have always been poles apart. As long-term observers of the Bengaluru E2W start-up scene, we have always looked at Ola...
More than anything, I sensed a collective fire-in-the-belly that would define the country in years to come. And then there is motorcycle design. While the other ASEAN neighbours are still taking baby steps, Vietnam leapfrogged over others in electric scooters when Vinfast launched the Klara in 2018. It did not look...
In FY 24, Vmoto sold 17,038 units, a 32.5% dip from 25,241 units in FY 2023. This is the second year in a row when unit sales have declined. At slightly more than 1,400 units a month, Vmoto is losing its volume efficiency edge. At the same time, the ASX-listed...
Yadea started life as a manufacturer of diminutive electric mopeds. They still sell many of them, but then they also sell the Kemper, an everyday sports motorcycle with a 40kW motor and high voltage system, a 6.4 kWh LFP battery, and high-quality cycle parts - Brembo, KYB, etc. Yadea did not...
Every few weeks or so, we look up all the publicly traded electric mobility players in the two-wheeler and light mobility space. We wish we could say that the idea is to check up on the health, but in recent quarters, it has been to see if everyone is still...
As per a statement from Pierer Mobility AG yesterday evening, KTM creditors have accepted the restructuring plan submitted by KTM AG. The plan provides creditors with a cash quota of 30% of their claims as a one-off payment. To fulfill the quota of 30%, KTM AG must deposit an amount of...
More than 11,000 senior industry stakeholders trust us for Insights. Get our emails and never miss a post.
The most comprehensive deep dive into the electric two-wheeler and light vehicle industry.