Last week, we pondered why there is no Tesla-level success story in the electric two-wheeler space. There are popular brands in individual markets, but none of them has created a significant technology edge or a global distribution network. What worked for Tesla in its early years was the edge it created...
In June, 105,283 electric two-wheelers were registered in the market. This was a great month for E2W sales, with overall sales improving by 31.43%, driven by strong performances by every brand, barring Ola Electric. At the top of the chart, TVS sales jumped 80% year on year to 25,274 units. The...
Today, we kick off a three-part analysis series where we look at the lack of globalisation in the E2W world. There are important players in every significant geography, startups that have made a difference in their respective geographies or with the potential to do so. There is Ather in India,...
In a major development, Vmoto has announced a tie-up with Uber. It's a long-term cooperation agreement spanning multiple markets to facilitate the transition of Uber’s fleets, rental partners, and drivers (“Uber Partners”) in Europe to 100% electric vehicles. In most European markets, Uber riders work as Uber Eats and Uber...
Greetings and welcome back to the InsightEV Weekender. Here, I like to focus on things we did not cover during the week. Another Week, Another Spellbinding Design Infinite Machine, the New York-based electric scooter manufacturer of the P1, a scooter for the fashionistas, has unveiled the Olto. It looks like a...
The Indian market is the second-largest E2W market in the world. Considering that most outside-China players would not have a business plan to target the Chinese market, and most Chinese players won't think of entering the Indian market directly, India is the most important E2W market in the world. Statistically, the...
It is the same question flipped two different ways. The question arises because businesses seek profitability and product excellence, creating barriers to entry in an industry that is fast becoming commoditized. Large manufacturers in the ICE business outsource everything but keep tight control over the quality and final assembly of the...
Greetings and welcome back to the InsightEV Weekender. Here, I like to focus on things we did not cover during the week. We Love the Lime Glider Runabouts like the Lime Glider are the reason we love electric mobility. It allows companies to define new vehicle formats that are simpler to...
Gross Margin is a metric that we love to hate. It makes loss-making companies look good in the second line of the financial results. In common man speak, it is the difference between the Bill of Materials (BoM) cost of the goods and the sales price. It tells the world,...
Pierer Mobility AG is the holding company for KTM AG, the motorcycle manufacturer. Pierer Mobility has other business areas as well, like financing and components manufacturing, but KTM AG is by far the biggest business area for the group. For this analysis, I would frequently interchange KTM and Pierer throughout...
Greetings and welcome back to the InsightEV Weekender. Here, I like to focus on things we did not cover during the week. This week, we concluded (for now) our Brazil coverage with dialogues with two different startups. Mileto is renting motorcycles with fixed batteries to the security patrol market in...
For the concluding part of our series on Brazil, we did an email interview with Vammo, the leading battery swapping startup in Brazil. Vammo believes in battery swapping for the market, though they admit that this is just the opening strategy, and the future may see a multi-solution business model. The...
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The most comprehensive deep dive into the electric two-wheeler and light vehicle industry.