InsightEV Weekender: Week 20
We continued our Brazil coverage with a fund that is offering serious money and support to any OEM
Yadea11
InsightEV Weekender: Week 19
Is Damon slipping away forever?
Brazil: The Big Market is About to Turn
Even with 1.9m two-wheeler sales in 2024 and a grid that is 90% green, Brazil has shied away from electric. Till now, that is. Things may be changing as major funds chase decarbonisation and startups sprout. We catch the green shoots and explore the country in a two-part series.
Yadea has a disappointing 2024
The world's largest electric two-wheeler manufacturer saw a double digit decline in both sales and profits., However, it continues to be the world's largest producer of electric two-wheelers bu a comfortable margin.
InsightEV Weekender: Week 17
This Weekender: We conclude our deep dive analysis on the investments in L-category electric mobility; Ather IPO takes off in two days; Yadea in Vietnam: KTM stops CF Moto distribution...
Yadea Commits Heavy to Vietnam
The world's largest electric scooter manufacturer is expanding its presence in Vietnam as the South-East Asian economy electrifies rapidly. On the anvil are new products, a brand new plant, and as much as USD 100m in investment.
Wk 9 2025 - Only the Chinese Thrive; KTM Gets Nod for Restructuring
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?
An Electric Dawn in Indonesia?
The E2W startup scene in Indonesia is slow, with penetration levels still at <2%. Most volumes are cornered by traders who import Chinese IP, cheap scooters. However, we saw plenty of startup action at the Indonesia International Motor Show (IIMS)
Yadea brings Sodium Ion to the market
One small step for Yadea, a big leap for the electric mobility industry. The technology comes with all the limitations we expected with Na-ion
The collapse of Gogoro
Gogoro plunged into a crisis due to the Taiwanese government's enquiry into its claimed local sourcing of motor controllers on the Viva model. The Founder-CEO has resigned...
You Are What the Market Makes of You
Not everyone gets treated equally, or fairly, and that is a reality. The global equity markets are rewarding the potential future than fundamentals.