InsightEV Weekender: Week 25
The Infinite Machine Olto has us mesmerized; the Honda eQuad is a sign from the future; Roam has a new Air; and we launch our first syndicated research on the Indian market in July.
Deepesh Rathore
Deepesh is the Founder and Editor of InsightEV. He believes that for the masses to electrify, the revolution would start from the bottom, not luxury cars. He is excited by electric motorcycle design.
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The Indian Market Quicksand
The Indian electric two-wheeler market is not growing. Data reveals that it has been stagnant over the last 29 months despite numerous launches and nearly every brand now having a presence. Even as more E2Ws are now visible on Indian roads, the penetration levels remain dismally low.
Should You Vertically Integrate?
When electric vehicle start-ups write their business plans, they inadvertently run into two questions. First, what should I make in-house (and what should I outsource)? Second, what level of vertical integration would make one profitable faster and provide an unassailable edge?
InsightEV Weekender: Week 22
We love the Lime Glider; TVS Consolidates Lead in Indian E2W Market; Bajaj now controls KTM; Ola Electric just reported its worst financials yet; Cooltra is on a roll
Bajaj Will Ride KTM
India-based Bajaj Auto, the world's most profitable two-wheeler manufacturer and KTM's long-term partner, has pitched in with EUR 800m to save KTM. We look at the what, why, and what now of the deal.
InsightEV Weekender: Week 21
Bajaj is now controlling KTM; MV Agusta's aftermath; Ducati updates the V21L; GM has an electric motorcycle patent; Fiat has a cute three-wheeler; Niu results continue to improve; and we spoke to polar-opposite startups in Brazil
InsightEV Weekender: Week 20
We continued our Brazil coverage with a fund that is offering serious money and support to any OEM
600,000 e-Motorcycles/year by 2035...
That is an audacious target for a market that, if all goes well, may reach 11,000 electric motorcycles in 2025. In the year 2035, the 600k motorcycles would be about 20% of the market. However, YvY Capital believes this is an achievable target and is willing to fund startups on the journey.
InsightEV Weekender: Week 19
Is Damon slipping away forever?
Brazil: The Big Market is About to Turn
Even with 1.9m two-wheeler sales in 2024 and a grid that is 90% green, Brazil has shied away from electric. Till now, that is. Things may be changing as major funds chase decarbonisation and startups sprout. We catch the green shoots and explore the country in a two-part series.
InsightEV Weekender: Week 18
This Weekender: LiveWire reported a disastrous Q1 2025 as sales plummeted to 33 units; TVS wins the Indian sales war for April, but things may change next month; Damon may get thrown out of Nasdaq as the stock races to zero; Gogoro buys time...
InsightEV Weekender: Week 17
This Weekender: We conclude our deep dive analysis on the investments in L-category electric mobility; Ather IPO takes off in two days; Yadea in Vietnam: KTM stops CF Moto distribution...