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Dust Moto: Mid is not Mediocre

Off-road lends beautifully to electrification, but there may be different ways of targeting the market - from urban/street for the kids to cut-throat sports for the big boys and everything in between. We sat down with Colin Godby, CEO-Dust Moto, who is looking at motocross from the lifestyle lens.

Tough Being A-Live

Livewire's full-year unit sales could not cross the 2023 numbers even as cost-cutting measures and a high loss base meant that the Milwaukee-based Harley offshoot could improve on its losses. It needs new and smaller products. It needs a huge cultural shift in America. It needs a miracle.

Why is Ola Misrepresenting Tech?

Marketing is critical for technology creation. Without taking new tech to the masses, one cannot continue creating. Pathbreaking innovations - from Damon's hyper-optimized monocoques to Verge's Donut motor- often take time to reach the mass level. That limits their impact.

Vmoto Remains Under Stress

The company's full-year sales numbers for 2024 are down 33% over 2023. Sales continue to fall in China and the rest of the world, even as the company stresses its positive cash flows and strong balance sheet and sales recovering in the near term horizon.

Hero Separates Electric Business in Top Deck Upheaval

India-based Hero MotoCorp, the second-largest two-wheeler manufacturer in the world, announced a management reshuffle yesterday evening. The CEO and CBO have been replaced. Most importantly, Hero is separating its EV & Emerging Mobility Business Unit (EMBU) into a fully independent entity.

Ola Electric Updates its Scooter Portfolio

The company launched what it says is the Gen-3 of its hardware and software platform that underpins the Ola S1 scooter range. However, it seems that the company has changed the definition of Gen-3 from the one that it had shared during its quarterly results on Nov 08, 2024

#57 - Does Honda have a Strategy for India?

Honda's 50% market share of the Indian scooter market is handy as it enters electric mobility with the Activa e: and QC1 scooters. But the prices and the subscription plans leave everyone puzzled. They don't want to disrupt the market. Instead, Honda wants to take it apart, brick-by-brick.

What is Honda's electric play in India?

Late-entrant Honda shows no urgency in its India E2W play. Its Go-To-Market is linked with its battery-swapping network rollout. The problem is that three years after the start of the pilot, the Honda e-swap has reached only 1% of the population. Are they serious about India's E2W market?

The Circularity of Sustainability

For electric mobility to be truly sustainable, battery recycling has to be a core requirement for participants. Honda and Spiro are at least making the right moves, figuring out in the early days how their batteries would be redeployed and recycled once their charge drops to below usable.

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