Analysis

Kenya-BodaBodas

Bushfires in Kenya

Large storms always start with small disturbances. All we need is for a few small wind turbulences to align, and...

September 8, 2025
Profitability

In The Pursuit of Profits

Electric mobility is expensive because we are at the start of the journey. Scaling up takes time. At the same...

September 8, 2025

When Dreams are Redrawn

Global electric two-wheeler brands that promise to stretch the product or technology envelopes are like cult movies. They failed when...

August 7, 2025

Groms in the American Future

The Honda Grom is a funny motorcycle, if one can call it a motorcycle, that is. With 12" wheels, it...

July 24, 2025

Yadea and the New Chinese

Over the last two weeks, we have been analysing why there is no electric two-wheeler brand to rival Tesla's success...

July 10, 2025

The Perfect Motorcycle?

This post has been edited and republished on 7th Jul 2025. In the original post, the weight specifications of the...

July 6, 2025

What will give you an Edge?

Last week, we pondered why there is no Tesla-level success story in the electric two-wheeler space. There are popular brands...

July 3, 2025

Where is the E2W Tesla?

Today, we kick off a three-part analysis series where we look at the lack of globalisation in the E2W world....

June 25, 2025

Should You Vertically Integrate?

It is the same question flipped two different ways. The question arises because businesses seek profitability and product excellence, creating...

June 5, 2025

Bajaj Will Ride KTM

Pierer Mobility AG is the holding company for KTM AG, the motorcycle manufacturer. Pierer Mobility has other business areas as...

May 29, 2025

Brazil: The Big Market is About to Turn

The equator passes through Brazil just about 300 km north of Manaus, the capital of the state of Amazonas. The...

May 8, 2025

Are Investors Failing the Industry?

This is the second and concluding part of the analysis: Today, we see which geographies have received the most investments....

April 24, 2025

The most comprehensive deep dive into the electric two-wheeler and light vehicle industry.

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