Analysis20

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Yamaha's Blueprint for Electric

The Japanese have been distracted in the EV game even though they know the customer the most. In Yamaha's case, the investment arm has seen more action than than the OEM. Where are they headed to?

Vmoto's Strategic Play

Vmoto has turned early stage investor for a host of fleet mobility startups across the world. The investments are in the form of scooters, batteries, chargers, and other fleet infra. This is helping the company get a foothold in a new market with limited spending.

What went wrong with KTM?

Pierer Mobility AG (KTM) has filed for judicial restructuring, a step away from bankruptcy. Sales is slow, marketshare is down, and they are sitting at manhy months of inventory. In the bigger picture, it indicates how fragile the European two-wheeler industry is.

Why Royal Enfield needs to go electric

On the face of it, Royal Enfield, the India-based British heritage ICE brand, should be the last brand to do an electric motorcycle. Yet, here they are with the Flying Flea, and electric motorcycles seem important to them. It is a need, not a luxury

Damon Under Pressure

Damon Motors (DMN) listed on Nasdaq, an event closely watched by all E2W startups. However, it has been a disappointing ride since debut with the stock under pressure continuously.

Notes from EICMA 2024

We look at the important electric launches from EICMA, an event where Honda finally showed seriousness to electric mobility and came with a mid-size electric sports motorcycle and some scooters. Also, unveilings from Zero, Silence, Can-Am, Kymco and many more.

Do E2Ws have a Technology Edge?

Often what the E2W world calls technology is a smart integration of sensors and rider aids, controlled by software. The ICE world is more mechanical, more metallurgical, more fundamental. What happens when the ICE world figures out software? Can the E2W Technology edge be maintained?

Fun-doable Products

What is common between Cake, Arcimoto, Arc, and Fuell? They created products that were special. Maybe too special as sales never took off. At times, passionate manufacturers go too deep into their product passion and take their eyes off the reason why the product has to be created - the customer.

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