This Weekender: Our deep dive analysis on the investments in L-category electric mobility in the last 15-years, Livewire has a fleet program for law enforcement, Verge creates a world record, Conifer gets funded, Ultraviolette reaches UK...
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...
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.
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.
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.
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.
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.
The market cap movement of publicly traded E2W players over the last six months indicates that only the Chinese lot have been doing well. What makes them different? Is it that when the world was running after dreamy E2Ws, the Chinese put their head down and actually sold what the market needed?
Marko Lehtimaki of Donut Lab designed Verge Motorcycles' most torque and power-heavy motor. Now, he wants to be the go-to for anyone seeking performance, BoM cost reduction, and shortening development periods, all at the same time.
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.
In an ultra-competitive industry, a startup that admits it wants to stay away from racing is refreshing. Dust Moto has a great-looking off-roader, and we wouldn't have been surprised if they tried to go head-on with Stark. But, no. Colin Godby, the CEO, sees the market differently...
Honda's 50% market share of the Indian scooter market is handy as it enters electric mobility with the Activa e: and QC1 scooters. But the prices and the subscription plans leave everyone puzzled. They don't want to disrupt the market. Instead, Honda wants to take it apart, brick-by-brick.
