Europe: After a Bad Year, We Have a Worse One…
Motorcycle sales in Europe have stabilised around the one million units per year mark, the emission-norms fuelled increase in 2024 being nullified by a decline in 2025
Live signals: ZENO RAISED USD 25m Series-A (Mar 26); SPIRO RAISED USD 270m (June/July 26); ARC RIDE RAISED USD 23m Series A Equity + USD 10.3m Debt (Sep26); OLA PLANS INR 1.5bn QIP; YULU USD 93m (Aug 26); E3ELECTRIC.AI RAISED USD 10.4m (Jul 26); RIVER RAISED USD120m (Aug 26); SIMPLE ENERGY RAISED USD 13.5m Series B Equity + USD 13.1m Debt (Jun 26); DODAI RAISED USD 13m Series A (May 26); MATTER RAISED USD 25m (Aug 26); BGAUSS RAISED INR 1100m (Aug 26); ROAM TARGETS USD 15-20m; DAT BIKE RAISED USD 22m (Oct 25); OMOWAY Undisclosed (10s of millions of USD)(Jan 26); ULTRAVIOLETTE RAISED USD 85m Series E (Sep 26); SPIRO ADDITIONAL USD 18m Debt (Sep 26); GOGORO RAISED USD 61.8 million (Oct 2026)
Motorcycle sales in Europe have stabilised around the one million units per year mark, the emission-norms fuelled increase in 2024 being nullified by a decline in 2025
The European Association of Motorcycle Manufacturers (ACEM) released the sales numbers for Jan-Sep 2025, and they look bad for two-wheeled electric mobility in Europe.
How many swappable batteries would any brand make? That's a rhetorical question. Honda has already answered that. They would only do the MPP. So it's goodbye to SBMC, which may be the consortium's death knell. With Honda and Yamaha exiting, there is not enough meat on the bone.
Data released by ACEM indicates that the penetration of electric two-wheelers declined for the first time since 2019.
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