India: Bajaj Consolidates Leadership
Daily News Impact 01-Apr-25: The Indian E2W market hit an all-time high in Mar 2025 - Everyone had a great month except Ola Electric; Yamaha buys Brose e-bike drive unit;
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Why is the Honda ICON e: Important for Vietnam?
Daily News Impact 31-Mar-25: Honda has announced the commencement of production of the ICON e: electric scooter in Vietnam. This is an important event - a global manufacturer starting local manufacturing of an electric scooter in one of the hottest E2W markets in the world.
Daily News Impact
26-Mar-25: Honda has an electric motorcycle...sort of. Is Zapp Electric to get delisted? Ola Electric coughs up supplier dues. Argentina extends ABS by six months
Is the Lapa X the Future of Electric Sports Scooters?
What will make an electric scooter go faster and longer? The motor and the pack are Jell-O: poke at one end, and the other gets distended; one can either solve for speed or range. But weight is magical - lower that, and everything improves. However, tubular construction has limits.
Wk 12 2025 - Zeno is here with a Global Motorcycle; Niu is Back on Track; The World this Week
The African market is fast becoming the global hotspot for new products and entrants. If you build a good sports utility motorcycle for Africa, you can do so for the world. This week, we sat down with Michael Spencer of Zeno, who is weeks away from launching their first electric motorcycle.
East Africa is One of the Best Areas...
If going electric has to enable mobility for the masses, there is no stronger fit than Africa, where millions of Bodas (bike taxis) would benefit immensely from electrification. We recently spoke with Michael Spencer of Zeno, the much-in-buzz Bengaluru-San Jose-Nairobi-based startup.
Niu Sacrifices Margins for Volumes
After two continuous years of decline in vehicle sales and revenue, Niu posted a relatively strong 2024 with a 24% improvement in revenue, riding on an increase in volumes in both China and international markets. However, the per unit revenue declined and the gross margin has collapsed.
Wk 11 2025 - Europe Matters? We Ride with Colibri; and Around the World this week
The KTM crisis has again highlighted the continent's high-cost underbelly. It's even more challenging if you are a startup planning to make electric commuter scooters. Mass manufacturing may not be in Europe's future, but boutique players like Colibri certainly have one.
Riding with Colibri
Electric mobility democratizes and creates a better world where niche manufacturers can create classy motorcycles that appeal to enthusiasts. This week, we met Petre Georgescu of Colibri and checked out the M22, an ultra-lightweight motorcycle with three large removable batteries.
Wk 10 2025 - India's Ultraviolette Wants Mass-Market; Vietnam's Nuen Moto has a Great Looking Mid-Size; Vmoto Revenue Problems
This week was all about youthful energy and what it can achieve. India-based Ultraviolette has been around since 2016 and has been selling the F77 mid-sports since 2023. They are an unconventional, engineering-first company, moving to the next stage with multiple new products.
Saigon Kick!
Last year, I was in Saigon and saw a country of resilience, youth, and immense potential. There is a hustle in that bustle. There is ingenuity - a country that can turn a painful war into a tourism opportunity.
Vmoto Revenues Decline and That's Not the Talking Point
Vmoto reports a 32.5% dip in vehicle sales in FY 2024 and a 15.2% revenue decline. This was a year of major restructuring and expansion at the company as they head to an ASX delisting. However, the notice from a minority shareholder is a significant concern.