InsightEV Weekender: Week 32
Recent E2W bankruptcies are being resurrected; Ather improves financials as sales take off; and we interview Positive Motorcycles
Honda31
Groms in the American Future
The Honda Grom has an enviable market position. It sells a lot in the USA - more than 10,000 units in some years, and at the same time is a cult motorcycle. There are riders' clubs for the Grom, something you would associate with a Harley-Davidson, not a 125cc runabout.
InsightEV Weekender: Week 29
Stark reports outstanding financials, SOL is alive and ready for launch, Energica finds a spark, Ola continues to bleed heavily, and Honda's strategy may not be working in India
Honda Needs to Course Correct in India
It is still the market leader by far in the ICE scooter space, even with products that are outmatched by the competition. However, it is the electric scooter segment where Honda is lagging and may have gotten its pricing strategy wrong.
InsightEV Weekender: Week 28
The practical, entry-level, cost-sensible electric motorcycle with removable battery packs takes center stage this week as Honda plans to disrupt important markets like India with the Shine EV. Meanwhile, Livewire throws us two good-looking concepts for upcoming motorcycles.
InsightEV Weekender: Week 25
The Infinite Machine Olto has us mesmerized; the Honda eQuad is a sign from the future; Roam has a new Air; and we launch our first syndicated research on the Indian market in July.
The Indian Market Quicksand
The Indian electric two-wheeler market is not growing. Data reveals that it has been stagnant over the last 29 months despite numerous launches and nearly every brand now having a presence. Even as more E2Ws are now visible on Indian roads, the penetration levels remain dismally low.
Should You Vertically Integrate?
When electric vehicle start-ups write their business plans, they inadvertently run into two questions. First, what should I make in-house (and what should I outsource)? Second, what level of vertical integration would make one profitable faster and provide an unassailable edge?
InsightEV Weekender: Week 15
This Weekender, we look at Zeway stopping operations, Honda EV scooters in Vietnam, Ola Electric starting production of the Roadster X motorcycle, the rocking Ryvid interview, and more...
Introducing the InsightEV Weekender
Since we now do regular publishing nearly every week day, we decided to move the Weekly Newsletter to Saturdays. It is now the Weekender and we would focus on things that we could not talk about all week but important developments, nonetheless.
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.
Wk 13 2025: Letter from the Editor; InsightEV Goes Premium
This is my most important letter to date and until next week. We are making many changes to InsightEV, enhancing our research offerings, increasing our frequency and coverage, and bringing more value to you.