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0 pointsfulafel2y ago0 comments

I think e-car shipments has been growing faster still, but they have not been getting more expensive.

Eg this says the e-bikes YoY growth has been only 10% ish and forecasted to continue that way: https://www.statista.com/statistics/1261084/global-e-bike-ma...

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kibwen2y ago

According to this, e-bikes are outselling EVs in the US: https://electrek.co/2022/01/26/electric-bicycles-are-now-out...

And that's despite the fact that the US lags behind the Asian and European markets when it comes to e-bike demand: https://electrek.co/2022/02/08/us-electric-bicycle-sales-tra...

Without more data, I think it's too soon to conclude that EVs are outselling e-bikes, at least in terms of units shipped. And the fact that EV subsidies are expiring around the globe puts downward pressure on EV demand in a way that doesn't apply to e-bikes.

fulafelOP2y ago

Right.. but isn't the relative growth of the respective EV classes more relevant to the hypothesis that it's demand outstripping supply? The prices and battery sizes are a tiny fraction of e-cars so the unit volume doesn't strike me as a like a weighty argument. If it were the other way around, with e-car prices rising faster, we could speculate that it was because of eg cosntrained battery supply.

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