India: Bajaj Consolidates Leadership
Daily News Impact 01-Apr-25: The Indian E2W market hit an all-time high in Mar 2025 - Everyone had a great month except Ola Electric; Yamaha buys Brose e-bike drive unit;
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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.
Gunkan, Maki, Teramaki, Uramaki...
For all non-fans, sushis are the same - a handcrafted roll with a trinket of fish, a sliver of vegetables, short-grain rice, and seaweed. But they are not. Each has a strong character and an unmistakable identity; you remember some more than others. Clubbing them together is a cardinal sin.
Wk 7 2025 - Honda and Yamaha dump SBMC; Gogoro Results are bad; Ola Electric's are worse
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.
Is the SBMC Disintegrating?
The Europe-focused Swappable Batteries Motorcycle Consortium (SBMC) was formed in September 2021 by Honda, Yamaha, KTM, and Piaggio. However, little has moved three years later, and the two Japanese founders have left. Is there a future for SBMC (and battery-swapping consortiums in general)?
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?
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.
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...
Is Cooling Cool?
The choice between air-cooled and liquid-cooled in E2Ws is the question every engineering team faces when designing anything above the learner license category.
Electrifying Big Motorcycles
The incumbents are reluctant and everyone else is not getting anywhere with large lifestyle electric motorcycles? What makes the equation so impossible? Is it just technology challenges compounded by half-hearted efforts or are we trying to force fit things before the core technology matures?