Q1 2025 was when LiveWire hit its lowest quarterly unit sales, selling only 33 motorcycles. This, with three models in the showroom and the entire financial backing of Harley-Davidson, is worrying on so many levels. First, The Numbers In Q1 2025, LiveWire sold 33 motorcycles and 1,970 electric balance bikes under the...
Reduction in Subsidies The Indian government has been gradually reducing subsidies as E2W sales take off. The present subsidies are under the PM E-Drive scheme, where the maximum subsidy was INR 10,000 per month till March. This was reduced to INR 5,000 per vehicle in April. The reduction in subsidies and the...
Welcome back to the InsightEV Weekender, your repository of the weekly news and happenings in electric two-wheelers and mobility. Are Investors Failing the Industry? Continuing from last week in our deep dive analysis, Innovation and technology were strong drivers of success in the ICE industry. However, the E2W/E3W industry would be...
Ather's IPO would be the second-largest in the sector after Ola Electric, which listed in August 2024. Ola currently has a market cap of USD 2.54 bn, down 33% from its market cap of about USD 3.75 bn at the time of listing, and down 67% from its peak market...
This is the second and concluding part of the analysis: Today, we see which geographies have received the most investments. Why? What has made them attractive? What are the patterns when looking at investments within the same geography? The wins & losses, and scores as they stand today. With the...
Vietnam is quickly maturing as an electric vehicle market, and the future will see four major brands - Honda, Pega, Vinfast, and Yadea - competing, even as many smaller brands remain in the fray. Yadea has announced that it will invest up to USD 100 million in the Vietnamese market. Much...
Welcome back to the InsightEV Weekender, your repository of the weekly news and happenings in electric two-wheelers and mobility. A Few Baskets Get Most of the Eggs Our deep dive analysis this week focused on the investment landscape in L-category electric vehicles over the last 15 years. We found 63 prominent...
This is a two-part analysis: Today, we see how electric mobility has made things equal for everyone. The technology makes things easier but also limits creativity, makes it too easy at times, and lowers the entry barriers. We sifted through 63 cases and tried to identify patterns. There is a...
Greetings, this is the InsightEV editor, and I am happy to bring you the Weekender: Week 15. Deep dive with Ryvid Motorcycle designers take inspiration from various sources, and the Ryvid excites us, considering the inspiration is from origami, the art of paper folding. A motorcycle carved out of pressed steel sheets...
It needs a lot of chutzpah to manufacture electric motorcycles in California. The state is expensive when it comes to labor and environmental norms. But what if you design the product in such a way that assembly becomes easy? Ryvid did that. The whole frame is a stainless steel monocoque...
Niu has been expanding its dealer network in China, and the impact on sales numbers is beginning to show. Q1 2025 sales were up by 66% in China and 57% overall. From Niu's press release In comparison, international sales are growing more slowly, up by 5% in the quarter. From a seasonality perspective,...
Greetings, this is your editor. You can view my LinkedIn profile here. This was a special week as InsightEV went premium. Thank you for the generous response. The electric mobility industry needs research, analysis, and opinion, and we strive to be your leading source. We now publish nearly every day with a...
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