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The Climate Crisis team on Quora asked me to assess which industries are ahead and behind in terms of dealing with climate solutions. I’d just finished reading Kahneman’s Noise: A Flaw in Human Judgment (strongly recommended), so instead of attempting to provide a multifactorial scoring, I decided to go with a ranking mechanism instead.

And so, my list with color commentary of the major industries which are addressing or challenged to deliver or hostile to climate action, from best to worst.

1. Wind Industry

Wind energy is the biggest new source of low-carbon energy on the planet at present. About 140 GW of capacity with an average capacity factor around 40% was commissioned in 2020, 50% of that in China. As electricity is the future of all energy, being the biggest single provider of new low-carbon electricity pretty much puts you on the top of the heap.

Every MWh of wind energy displaces a MWh of fossil fuel energy with its median 750 kg of CO2 emissions, so last year’s 140 GW of capacity turns into annual CO2 emissions reductions of about 350 million tons of avoided CO2 every year for the next 30 years. Wind energy is the current work horse of CO2 avoidance, hence the reason I’ve spent so much time in the space.

Big providers in order are:

  1. Vestas – Europe
  2. Siemens Gamesa – Europe
  3. Goldwind – China
  4. GE – USA
  5. Envision – China

Hmmm… Europe and China are kicking butt and taking names here.

Ørsted gets an honorable mention in this too. It used to be an oil and gas major. Then it saw the light. Now it’s dumped the carbon blight entirely, and is the biggest offshore wind deployer in the world. Also European. Go Europe!

2. Solar Industry

Solar is the second biggest source of new low-carbon electricity in the world, about 100 GW in 2020, once again 50% in China. So that’s pretty damned skippy, and represents about 150 million tons of avoided CO2 annually for the next 30 years.

And what are the companies there?

  1. LONGi Solar – China
  2. Jinko Solar – China
  3. JA Solar – China
  4. Trina Solar – China
  5. Canadian Solar – China

Yeah, China owns this market. You have to get down to #8 before you find a non-Chinese manufacturer, First Solar from the US.

Which is why there’s this big Sinophobic lobbying push happening in the US and Europe to cast Chinese solar panels as made with coal and slave labor. I wish I was making this up, but WSJ editorials, observation of social media, and a bit of insider knowledge on my part makes it clear to me that this is occurring.

Resist the Sinophobic BS. We have about 3 billion solar panels on the planet right now, and we need a lot more. China is the only scaled manufacturer of solar panels and many other climate action necessities, and is doing a lot better on climate action than western media portrays, especially the right-wing media, so buy Chinese already.


Computer chip

Silicon Carbide, SiC wafer v8.1 OpAmp Chip in Co-fired Alumina Package for High-temperature Application courtesy NASA

After this, the pickings get a bit slimmer, and the ranking gets harder. Nevertheless, I’m going to pick:

3. Electronics

Wait. What? Electronics? Yeah, electronics.

LEDs have caused lighting and video energy consumption to virtually disappear from the radar screen. 75% energy reduction out of the box. Integrated circuits have made virtually every home appliance an energy sipper, not an energy hog. TVs and monitors? Vastly more of them, vastly less energy used.

Our smartphones replace dozens of comparatively high-energy requirement devices from tape recorders to video recorders to landline telephones to printed books to flashlights to newspapers and on and on.

People kvetch about data center energy usage, but it’s absurd how far a kWh of electricity goes in 2021 vs in 1980. Not only is the future of all energy electricity, we’ve become incredibly parsimonious about most of its uses.

Sure there’s pollution and waste. But when it comes to climate change, energy is Satan incarnate, and electronics have vastly reduced how often Satan is hanging around our homes smelling of brimstone and long-chain polymers. The biggest story in overall efficiency is electronics.

4. HVAC — Okay, Heat Pumps

Heating, ventilation, and air conditioning is going through a double revolution. It’s a big honking energy consumer. But it’s shifting more and more to electricity because baseboard heaters and AC are cheap and convenient, and electricity is decarbonizing.

You can’t decarbonize natural gas or oil heat.

But the second revolution is heat pumps. There’s something called the coefficient of performance (COP). It basically says how much heating or cooling you get per unit of energy input. With natural gas or oil, the absolute maximum is a COP of 1. That means 100% of the energy heats the place.

But heat pumps get COPs of 3–5. Wait. That’s 300% to 500% of energy in output as heat or cold! How do we go over unity! Call the Thermodynamics police!

Well, it’s simple. Heat pumps don’t create heat or cold, they pump heat from one place to another. They are air conditioners, but instead of just pumping heat out, they also pump heat in. And they do it with electricity, so as grids decarbonize with wind and solar, heating and cooling of buildings with heat pumps decarbonizes further in lockstep.

And heat pumps and HVAC in general are subject in most major economies to the Kigali Amendment to the Montreal Protocol. The who-what? The Montreal Protocol is the ozone layer saver. It replaced really nasty CFCs with HFCs in refrigerators, air conditioners, and aerosol cans globally, patching up the ozone layer as a result. And HFCs are a bit less warming than CFCs, so that was accidentally good. But a bit less warming still means 1300–14,000 times worse than CO2. Whoops.

The Kigali Amendment, which followed the Paris COP21 meeting a few months later, but in Rwanda, started to fix that. Basically, it said signatories had to start replacing high global warming potential (GWP) HFCs with lower GWP HFCs, HFOs, and CO2. Yeah, carbon dioxide. It’s a coolant when used as a refrigerant, which of course climate change deniers make into a stupidity test.

So modern heat pumps get 3–5 times the energy efficiency, their refrigerants don’t create global warming nearly as much, and they get more virtuous as the grids they are on decarbonize. Win, win, win!

5. Ground Transportation

Yeah, Tesla. And others. And 38,000 km of high speed electrified rail in China. And 430,000+ electric buses in China. And 19,000 km of high-speed rail in Europe. And 50% of all EVs being bought in China. Lots of electrified freight transport in Europe.

Electrified rail percentages by European country

Electrified rail percentages by European country courtesy EU

And lots of transit, e-bikes, e-scooters, e-unicycles, and the like everywhere in the world.

Lots of good stuff happening in ground transportation from a climate perspective, but still a long way to go.


Après nous, le déluge

So yeah, things are going downhill from here on in the rankings. There are some major industries that are poking around the edges, but not getting there rapidly enough.

Boreal forest near Shovel Point in Tettegouche State Park, along the northern shore of Lake Superior in Minnesota. Image courtesy of Kablammo (public domain) via Wikimedia Commons.

6. Forestry

Here’s the deal. Planting a trillion trees will bridge a couple of decades of human emissions. And leaving them alone will enhance long term soil carbon sequestration. Further, cutting down the mature trees and turning them into durable wood products like furniture and load-bearing beams for construction sequesters that carbon for a long time.

So the forestry industry has a big part to play. But it’s not there yet.

Canada and Scandinavia are leading in engineered wood beam construction, with approvals for 12- and 16-story buildings respectively. Think plywood load-bearing beams instead of reinforced concrete.

Canada certainly has a lot of newly planted forests. And a bunch of clear cut ones too. I’ve sat in a clear cut on the way to Tofino, shaken to my core. It’s ugly. And I’ve personally pushed 12,000 seedlings into the ground while being towed on a planting trailer behind a tractor in a single weekend. Much more uplifting.

But they are working on it. Seedling planting by drones is a thing now, although survival rates are currently low. Having met a lot of tree planters, I’m pretty sure that the machines will outperform them eventually, if they aren’t already.

China has planted an area larger than the size of France with more than 40 billion trees since 1990.

Has that sunk in yet?

I’ll repeat it nonetheless. China has planted an area larger than the size of France with more than 40 billion trees since 1990.

That’s the forestry industry in action. Unfortunately, the rest of the world isn’t doing nearly as well as China, and to be clear, China deforested all of that first.

John Deere 9R 490 tractor. Image credit: John Deere Company

7. Agriculture

There’s a lot of ugly and a lot of good in agribusiness.

The land actually under cultivation has barely changed since 1950. We’re feeding vastly more people with the same land area. And the amount of ammonia-nitrogen fertilizer has barely changed since 1950 either.

The population has tripled, but we are feeding them with close to the same land area and close to the same amount of fertilizer. Holy FSM (which I guess would be cannoli)!

Yeah, agribusiness has been totally rocking. Same inputs, massively more outputs.

But still. Agriculture is a big producer of greenhouse gases. And 40% of the total land mass of the world is used for agriculture. That land used to be a carbon sink, but now it’s a carbon emitter.

And ammonia-nitrogen fertilizer sucks from a GHG perspective. The ammonia is made from fossil-fuel derived hydrogen. The fertilizer turns into nitrous oxides with high GWPs. Something like 8x the mass of CO2 is release per pound of fertilizers. Agriculture is in the range of 8–10% of total global GHG emissions annually.

That circle is not yet squared.

However, things are changing, and pretty quickly. Agribusiness is not a conservative, slow moving industry. You don’t triple outputs and maintain inputs since 1950 without being quick to adopt innovations. And now there are three innovations pushing through the global agribusiness world.

The first is precision agriculture. GPS guided, computer-controlled dispensation of seeds, pesticides, water, and fertilizer in precise amounts as needed. Electronics again.

The second is low-tillage agriculture. Leaving the sub-surface soil alone keeps the CO2 in the root system in place longer. And leaving it in place and not disrupting the fungal soil network gives time for the glomalin protein pathway for long term soil carbon capture to work.

The third is biogenetics. Multiple firms are working on making agriculture crops and their biomes more efficient and effective. I spent 90 minutes recently with Karsten Temme, the PhD CEO of PivotBio, which genetically engineers nitrogen-fixing microbes and then brews them in beer vats to spread on fields. 20–25% fertilizer use reduction for 6–7% crop yield improvements. That’s pretty big. And its goal is 100% fertilizer reduction by 2030. (Podcast coming shortly).

Massively more efficient since 1950. And massively less CO2 emissions coming.

8. Air Transportation

Because so much of air travel is international, dealing with emissions is assigned not to flow down targets to countries, but to the International Civil Aviation Organization (ICAO). It’s supposed to be acting to bring global carriers to reduced and zero emissions, but it’s incredibly slow and toothless.

To be clear, low-carbon bio- and synthetic jet fuels have been certified for use in aviation since at least 2011, but outside of a few demonstration efforts, aren’t used.

In part, this is because aviation is a hard target, not a soft one. Planes fly by throwing massive amounts of energy to get and keep high speed air flowing under a lifting surface. Doing that for up to 15 hours (my personal longest flight) is staggering.

But there is hope there. I’ll be speaking with the CEO of Heart Aerospace sometime this month or early next. The company has orders for a 19-seat regional electric plane and reasonable funding on its current round. All of the major aerospace manufacturers are looking at electric and electric hybrid. There’s even ZeroAvia, a hydrogen drivetrain startup that Gates’ Breakthrough Ventures is invested in.

We are a long way from having solved this knotty problem, but there is at least work being done.

Maersk container ship

Image credit: Maersk

9. Water Freight Shipping

We’re already seeing some short haul freight shipping electrifying, and ferries and the like are electrifying rapidly. It’s the medium and long haul shipping which remain untouched.

And they typically run on bunker oil, which is to say one of a hundred different variants of barely refined petroleum products that are below diesel and barely above crude oil. It’s nasty stuff and heavily polluting in addition to its CO2 emissions. As Mark Z. Jacobson points out, they emit a lot of unburned hydrocarbons and soot, black carbon, which has a very high global warming potential.

I spent an hour recently talking with a PhD mechanical engineer who has spent the last four years of his career designing, constructing, installing and certifying the scrubbers that go on these vessels to reduce particulate and chemical emissions down to barely tolerable levels that among other things, pass the visual test with seemingly harmless white smoke coming out of the stacks. Non-trivial and does nothing for the CO2.

Long haul oceanic shipping is one of the only modes of transportation where I consider hydrogen drivetrains to have an actual play.

But oceanic shipping is the worst of the worst of the problems. It’s all under flags of convenience, it’s usually in international waters and it’s a low-margin, competitive business.

DOW CHEMICAL PLANT ON FAR SIDE OF LAKE MICHIGAN
DOCUMERICA: The Environmental Protection Agency’s Program to Photographically Document Subjects of Environmental Concern, 1972 – 1977
Record Group 412: Records of the Environmental Protection Agency, 1944 – 2006

10. Industrial Processes

Industrial processes like cement, steel, and the Solvay process are way behind. They are poking around the edges so far, and there are enormous amounts of industrial commodities being produced in high-carbon approaches. There are bright spots of innovation that have no penetration, like renewably-powered green hydrogen reduction of iron ore into steel foam, and electrochemistry processes that displace the Solvay process for carbonates (look for the CleanTechnica three-part series publishing Aug 14/15 featuring Agora Energy Technologies which covers this). But these are early days. Lots of work to do there.


And then, ugliness ensues.

Shell refinery, image credit: Shell

Oil and gas. Coal. The fossil fuel industry is greenwashing hard and despite its claims, is massively failing to address the most pressing concern of the 21st Century.

Ørsted was mentioned earlier. They got it: oil and gas are destructive coming and going. And they got out. Now they are productive members of society.

The rest of the companies that are still standing after the bloodbath of bankruptcies and mergers of the past decade? Nothingburgers.

Carving off molecule-thin shavings of their emissions to do enhanced oil recovery, push ‘blue’ hydrogen, and promoting it into some vague semblance of green, while lobbying hard with politicians they fund to make it seem like a solution, instead of a continuation of the problem.


Much of industry is responding well to the biggest issue of this century, one we’ve jointly created over the past 300 years. But there is still much work to be done.

And that work requires strong governmental pressure through regulations, carbon taxes and active elimination of the worst emitters. There are elections coming in three major western emitting countries in the next 18 months which will be key: Canada (snap election for Sept 2021, per sources), the US 2022 mid terms, and the Australian federal election. If you aren’t already working in your country to ensure governments focused on climate action are elected, today is the best time to start.

 

 
 

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Honda now has an electric Ruckus. Will they bring it to the US?

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Honda now has an electric Ruckus. Will they bring it to the US?

The Honda Ruckus has earned cult status thanks to its minimalist styling, exposed frame, and seemingly endless customizability. The scooter, also known in international markets as the Honda Zoomer, has spent years being seen as a blank canvas for scooter tuners, urban commuters, and anyone who just wanted something simple, small, and kind of weird to zip around town. A few years ago, Honda finally answered the call for an updated version by announcing and producing the “Zoomer e:”, which was an electric version of the Honda Ruckus. So where is it?

When Honda launched the all-electric version of the Ruckus, the Zoomer e:, back in 2023, many fans hoped it was only a matter of time before we saw it quietly glide onto U.S. streets.

But two years later, there’s still no sign of a stateside release, and no indication that Honda plans to change that anytime soon.

The Zoomer e: was first introduced in China in early 2023 alongside two other retro-inspired electrics: the Cub e: and Dax e:.

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The Zoomer e: keeps the stripped-down, industrial look of the classic gas-powered Ruckus, but swaps the 49cc engine for a 400W rear hub motor and a 48V 24Ah battery (around 1.15 kWh).

It was originally given a top speed of a mere 25 km/h (15.5 mph) to keep it street legal as an electric bicycle in its first market of China, where it also came with functional but stubby pedals so riders could pretend it was actually pedalable.

The first version of the electric scooter claimed a range of up to 80–90 km (50–56 miles) from its removable lithium-ion battery, depending on conditions.

An advertisement for a Honda Zoomer e: in the Philippines via Facebook

We’ve since seen the performance bumped up to 40 km/h (25 mph) top speeds when the scooter was introduced into the Philippines market, where the local L1B classification allowed for higher speeds. It’s fairly obvious that the performance can be software-tweaked by Honda depending on the market, though likely to a limit. To achieve speeds much higher than 25 mph, a motor and controller swap may be required, though neither would be complicated.

In other words, the electric Ruckus’ debut revealed an ultra-lightweight, street-legal runabout designed for countries with expansive low-speed e-bike laws. But in the U.S., these types of quasi-e-bikes that are actually scooters are few and far between. The same performance can be had from a $1,000 electric bicycle, and in fact, Class 3 e-bikes in the US can go nearly twice as fast as the original electric Ruckus.

So Honda obviously hasn’t been in a rush to bring its low-spec version of the bike to the US market, where it would be a slower and heavier competitor to the wide range of cheap imported electric bicycles. However, its iconic design and cultural legacy have kept enthusiasm up for riders who have managed to privately import their own models. One Redditor appears to have imported two Honda Zoomer e: models in parts to assemble in the US, while someone else posted a YouTube video of his completely assembled Honda Dax e: model that was launched along the Zoomer e:.

Despite clear consumer interest and a growing market for low-speed electric vehicles, as well as Honda’s own proven interest in growing its electric scooter market, the company hasn’t made any moves to release the Zoomer e: in the US. That’s not surprising since America still lacks a robust electric scooter culture (or even a gasoline scooter culture, for that matter), and anything motorcycle-shaped that doesn’t hit 30+ mph tends to get passed over by mainstream buyers.

But perhaps that could change one day. Technically, bringing the Zoomer e: to the US wouldn’t be a monumental task for Honda. The U.S. is a self-certify country, meaning Honda could design a version that meets federal vehicle safety standards, beef up the motor and controller for higher speeds, and sell it as either a Class 2/3 e-bike, or perhaps more appropriately, as a low-speed motorcycle with a top speed in the 35-45 mph range (55-70 km/h).

With the rise of micromobility, electrification, and growing frustration with car-centric cities, now might actually be the perfect time for a reborn electric Ruckus to hit US roads. But until Honda decides to take that step, American riders will have to keep dreaming – or start importing.

A private import of a Honda Zoomer e: to the US

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BMW ups the ante with the fastest, most powerful electric maxi-scooter

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BMW ups the ante with the fastest, most powerful electric maxi-scooter

BMW Motorrad’s futuristic electric scooter just got its first real refresh since beginning production in 2021. The BMW CE 04, already one of the most capable and stylish electric maxi-scooters on the market, now gets a set of upgraded trim options, new aesthetic touches, and a more robust list of features that aim to make this urban commuter even more appealing to riders looking for serious electric performance on two wheels.

The BMW CE 04 has always stood out for its sci-fi styling and high-performance drivetrain. It’s built on a mid-mounted liquid-cooled motor that puts out 31 kW (42 hp) and 62 Nm of torque. That’s enough to rocket the scooter from 0 to 50 km/h (31 mph) in just 2.6 seconds – quite fast for anything with a step-through frame.

The top speed is electronically limited to 120 km/h (75 mph), making it perfectly capable for city riding and fast enough to hold its own on highway stretches. Range is rated at 130 km (81 miles) on the WMTC cycle, thanks to the 8.9 kWh battery pack tucked low in the frame.

But while the core performance hasn’t changed, BMW’s 2025 update focuses on refining the package and giving riders more options to tailor the scooter to their taste. The new CE 04 is available in three trims: Basic, Avantgarde, and Exclusive.

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The Basic trim keeps things clean and classic with a Lightwhite paint scheme and a clear windshield. It’s subtle, sleek, and very much in line with the CE 04’s clean-lined aesthetic. The Avantgarde model adds a splash of color with a Gravity Blue main body and bright São Paulo Yellow accents, along with a dark windshield and a laser-engraved rim. The top-shelf Exclusive trim is where things get fancy, with a premium Spacesilver metallic paint job, upgraded wind protection, heated grips, a luxury embroidered seat, and its own unique engraved rim treatment.

There are also a few new tech upgrades baked into the options list. Riders can now spec a 6.9 kW quick charger that reduces the 0–80% charge time to just 45 minutes (down from nearly 4 hours with the standard 2.3 kW onboard charger). Tire pressure monitoring, a center stand, and BMW’s “Headlight Pro” adaptive lighting system are also available as add-ons, along with an emergency eCall system and Dynamic Traction Control.

BMW has kept the core riding components in place: a steel-tube chassis, 15-inch wheels, Bosch ABS (with optional ABS Pro), and the impressive 10.25” TFT display with integrated navigation and smartphone connectivity. The under-seat storage still swallows a full-face helmet, and the long, low frame design means the scooter looks like something out of Blade Runner but rides like a luxury commuter.

With these updates, BMW seems to be further cementing the CE 04’s role at the high end of the electric scooter market. It’s not cheap, starting around €12,000 in Europe and around US $12,500 in the US, with prices going up from there depending on configuration. However, the maxi-scooter delivers real motorcycle-grade performance in a package that’s easier to live with for daily riders.

Electrek’s Take

I believe that the CE 04’s biggest strength has always been that it’s not trying to be a toy or a gimmick. It’s a real vehicle. Sure, it’s futuristic and funky looking, but it delivers on its promises. And in a market that’s still surprisingly sparse when it comes to premium electric scooters, BMW has had the lane mostly to itself. That may not last forever, though. LiveWire, Harley-Davidson’s electric spin-off brand, has teased plans for a maxi-scooter-style urban electric vehicle in the coming years, but as of now, it remains something of an undefined future plan.

Meanwhile, BMW is delivering not just a concept bike but a mature, well-equipped, and ready-to-ride electric scooter that keeps improving. For riders who want something faster and more capable than a Class 3 e-bike but aren’t ready to jump to a full-size electric motorcycle, the CE 04 hits a sweet spot. It delivers the performance and capability of a commuter e-motorcycle, yet with the approachability of a scooter. And with these new trims and upgrades, it’s doing it with even more style.

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I found this cheap Chinese e-cargo trike that hauls more than your car!

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I found this cheap Chinese e-cargo trike that hauls more than your car!

If you’ve ever wondered what happens when you combine a fruit cart, a cargo bike, and a Piaggio Ape all in one vehicle, now you’ve got your answer. I submit, for your approval, this week’s feature for the Awesomely Weird Alibaba Electric Vehicle of the Week column – and it’s a beautiful doozie.

Feast your eyes on this salad slinging, coleslaw cruising, tuber taxiing produce chariot!

I think this electric vegetable trike might finally scratch the itch long felt by many of my readers. It seems every time I cover an electric trike, even the really cool ones, I always get commenters poo-poo-ing it for having two wheels in the rear instead of two wheels in the front. Well, here you go, folks!

Designed with two front wheels for maximum stability, this trike keeps your cucumbers in check through every corner. Because trust me, you don’t want to hit a pothole and suddenly be juggling peaches like you’re in Cirque du Soleil: Farmers Market Edition.

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To avoid the extra cost of designing a linked steering system for a pair of front wheels, the engineers who brought this salad shuttle to life simply side-stepped that complexity altogether by steering the entire fixed front end. I’ve got articulating electric tractors that steer like this, and so if it works for a several-ton work machine, it should work for a couple hundred pounds of cargo bike.

Featuring a giant cargo bed up front with four cascading fruit baskets set up for roadside sales, this cargo bike is something of a blank slate. Sure, you could monetize grandma’s vegetable garden, or you could fill it with your own ideas and concoctions. Our exceedingly talented graphics wizard sees it as the perfect coffee and pastry e-bike for my new startup, The Handlebarista, and I’m not one to argue. Basically, the sky is the limit with a blank slate bike like this!

Sure, the quality doesn’t quite match something like a fancy Tern cargo bike. The rim brakes aren’t exactly confidence-inspiring, but at least there are three of them. And if they should all give out, or just not quite slow you down enough to avoid that quickly approaching brick wall, then at least you’ve got a couple hundred pounds of tomatoes as a tasty crumple zone.

The electrical system does seem a bit underpowered. With a 36V battery and a 250W motor, I don’t know if one-third of a horsepower is enough to haul a full load to the local farmer’s market. But I guess if the weight is a bit much for the little motor, you could always do some snacking along the way. On the other hand, all the pictures seem to show a non-electric version. So if this cart is presumably mobile on pedal power alone, then that extra motor assist, however small, is going to feel like a very welcome guest.

The $950 price is presumably for the electric version, since that’s what’s in the title of the listing, though I wouldn’t get too excited just yet. I’ve bought a LOT of stuff on Alibaba, including many electric vehicles, and the too-good-to-be-true price is always exactly that. In my experience, you can multiply the Alibaba price by 3-4x to get the actual landed price for things like these. Even so, $3,000-$4,000 wouldn’t be a terrible price, considering a lot of electric trikes stateside already cost that much and don’t even come with a quad-set of vegetable baskets on board!

I should also put my normal caveat in here about not actually buying one of these. Please, please don’t try to buy one of these awesome cargo e-trikes. This is a silly, tongue-in-cheek weekend column where I scour the ever-entertaining underbelly of China’s massive e-commerce site Alibaba in search of fun, quirky, and just plain awesomely weird electric vehicles. While I’ve successfully bought several fun things on the platform, I’ve also gotten scammed more than once, so this is not for the timid or the tight-budgeted among us.

That isn’t to say that some of my more stubborn readers haven’t followed in my footsteps before, ignoring my advice and setting out on their own wild journey. But please don’t be the one who risks it all and gets nothing in return. Don’t say I didn’t warn you; this is the warning.

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