
Bonds, oil and the dollar: What investors need to know about these 3 headwinds for stocks
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adminInvestors can breathe a sigh of relief now that September — historically the worst month of the year for stocks — is in the rear-view mirror. This past September certainly lived up to its reputation, with the S & P 500 and the Nadsaq suffering its biggest monthly loss in 2023. However, changing the calendar may not be enough to erase three material hurdles standing in the way of stocks returning to their winning ways. We’re talking about this year’s rise in bond yields, oil prices and the dollar — all at the time same. The 10-year Treasury yield on Monday hit its highest level since October 2007, breaking slightly above 4.7%, in a continuation of its march higher since April. In the third quarter alone, the 10-year yield climbed from roughly 3.8% to Friday’s settle of nearly 4.58%. In the three months that ended Friday, both the U.S. oil benchmark and the international crude standard posted their largest quarterly price increases since the first quarter of 2022, when Russia’s invasion of Ukraine roiled energy markets and sent the commodity soaring. The U.S. dollar index — which measures the greenback against six other currencies including the euro and Japanese yen – is riding an 11-week win streak, en route Monday to fresh highs for the year. To be sure, other factors such as a potential U.S. government shutdown — which has been temporarily avoided — and the multiweek United Auto Workers strike against General Motors (GM), Jeep parent Stellantis (STLA) and Club holding Ford Motor (F) have also injected uncertainty into the marketplace. Nevertheless, bond yields, oil prices and the dollar always have far-reaching implications for the stock market. Here’s a closer look at how they’re currently impacting things. US10Y YTD mountain 10-yield Treasury yield YTD It all starts with the bond market. “The higher yields, that’s what’s been pressuring the equity market,” Wharton School professor Jeremy Siegel said Monday on CNBC. Indeed, U.S. government bond prices sold off in September. The resulting jump in yields — which move inversely to bond prices — accelerated after the Federal Reserve on Sept. 20 indicated interest rates may stay “higher for longer,” as the central bank seeks to bring inflation down further, and the market finally listened. Of course, there are those of us who are worried that the full impact of the 11 rate hikes already made by the Fed since March 2022 has not fully been realized in the economy. Therefore, we think a higher for longer policy may be misguided. In September, the S & P 500 dropped 4.9% while the tech-heavy Nasdaq slumped 5.8%. The Dow Jones Industrial Average proved to be the relative outperformer, falling only 3.5% in the month. Still, the Dow’s decline was its worst monthly decline since February. Bonds impact stocks in multiple ways, including competing over investment dollars. Higher yields on U.S. government notes — which are the closest possible thing to a risk-free investment — can make bonds more attractive to own compared to stocks. That results in fewer incremental dollars going into riskier equities. Essentially, the risk-reward bar for stocks is raised when bonds offer more competitive returns than they did before. This plays out most notably in the Utilities sector , which has by far been the worst-performing sector in the S & P 500 this year, down more than 20%. The group traditionally is slower growing but offers large dividend payments, kind of like bonds. Bonds figure heavily into the way investors think about valuing stocks, especially for growth-oriented companies whose profits are largely expected to be generated years down the road. In a higher yield environment, those projected future earnings are worth less to investors today. This dynamic manifests in investors reconsidering the “multiple” they’re willing to pay for each dollar of earnings — which in turn can lower the price at which they’re willing to buy shares of a given company. Unprofitable companies tend to get hit harder when interest rates rise, which is why when the Fed started hiking last year we made a rule for the Club to only buy stocks of profitable, cash-flow generative companies. In general, companies generating substantial profits are typically less sensitive to the change in yields. @CL.1 @LCO.1 YTD mountain WTI vs. Brent crude YTD In the third quarter, West Texas Intermediate crude, the U.S. oil standard, rose more than 28% to nearly $91 per barrel. The global benchmark, Brent crude, jumped more than 27% to just over $92 per barrel. Both oil gauges are riding four-month win streaks after WTI traded in just the upper $60s in mid-June and Brent traded in the low $70s around the same time. The increase in oil prices over the summer months into the fall largely reflects a mismatch between demand (as economic data has proven more resilient than expected) and available supply (as major oil exporters Saudi Arabia and Russia took voluntary steps to reduce production). In early September, the two countries announced their supply cuts would extend through year-end, a surprise decision that added upward pressure on oil prices. For oil-and-gas companies, such as Club names Pioneer Natural Resources (PXD) and Coterra Energy (CTRA), higher prices are a boon to their financials. It’s no surprise energy was the only positive sector of the 11 in the S & P 500 in September. The picture is less clear-cut when considering the impact higher oil prices can have on consumers and non-energy companies. Consumers needing to pay more at the gas pump, in theory, cuts into the money they have available to spend on discretionary goods — an important dynamic to watch given consumer spending makes up about two-thirds of U.S. economic activity. Discretionary spending is on stuff consumers want, not the staples they have to have to conduct their daily lives. For much of the first part of the year, lower energy prices contributed to the decline in inflation. Now, crude has gone from tailwind to headwind in the battle to bring down inflation. To bond traders who have been driving yields higher, stickier inflation means possibly a heavier-handed Fed — the higher-rates-for-longer scenario. Inflation reduces the attractiveness of owning bonds, motivating investors to sell and in the process pushing up yields. “Don’t forget: Bondholders look at overall inflation. They don’t just look at core inflation,” Siegel said. “Core inflation might be doing good. Overall inflation is going to be affected by those oil prices.” Non-energy companies feel pain from more expensive oil, increasing transportation and freight costs that could cut into profit margins. Of course, firms could mitigate higher fuel costs by raising prices on the finished products — protecting their bottom lines in the near term but adding to the inflationary pressures in the broader economy. Technically, the Fed focuses on core inflation data, which strips out more volatile food and energy prices. However, companies passing through their higher energy costs would eventually make their way into inflation data. To be sure, firms “might struggle to pass on rising input costs this time, in contrast to [2021 and 2022],” JPMorgan global equity strategists wrote in a note to clients Monday. In many cases, crude prices trending higher could be interpreted as a sign of economic health — if there’s a lot of activity out there, that’s going to drive demand for oil, supporting prices. In those situations, equity investors might be more encouraged by the strong economic data and what that means for revenue and profit growth, rather than their concern about the inflationary impacts. It’s a bit more nuanced this time around, with the rise in oil prices primarily tied to a “supply shock, Wharton’s Siegel said, versus a significant increase in demand. @DX.1 YTD mountain U.S. dollar index YTD The U.S. dollar is once again something for stock market investors to worry about — territory it occupied for a good chunk of last year, as it soared to its highest levels in two decades. Higher rates often lead to a stronger dollar. In that way, the Fed’s higher-for-longer approach served not only to pump bond yields but the dollar, too. After a downward trend that began last fall , the U.S. dollar index reached its lowest level of 2023 on July 13, at 99.77 – representing a 12.6% decline from its September 2022 high of 114.11, according to FactSet. However, the U.S. dollar index has returned to rally mode, up about 7% to 106.89 on Monday since its July nadir. “Historically, strengthening [in the dollar] was almost always met with risk-off in equities,” JPMorgan wrote in its Monday to clients. A strengthening U.S. dollar is particularly problematic for U.S.-based companies that generate a significant portion of their sales overseas, such as Club holding Procter & Gamble (PG) and tech stalwarts like Meta Platforms (META) and Apple (AAPL). Converting profits generated overseas in weaker currencies into stronger dollars can weigh on reported revenue sales and bottom-line earnings. At the Club, we tend to look through currency fluctuations and focus more on each company’s underlying fundamentals. Our longer-term focus enables this approach, but we recognize that other, influential traders and investors take a different view, which can impact the overall market. (Jim Cramer’s Charitable Trust is long META, AAPL, PG, PXD and CTRA. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
People walk along Wall Street outside of the New York Stock Exchange (NYSE) on May 03, 2023.
Spencer Platt | Getty Images
Investors can breathe a sigh of relief now that September — historically the worst month of the year for stocks — is in the rear-view mirror. This past September certainly lived up to its reputation, with the S&P 500 and the Nadsaq suffering its biggest monthly loss in 2023. However, changing the calendar may not be enough to erase three material hurdles standing in the way of stocks returning to their winning ways.
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Navee ST3 Pro e-scooter with quad suspension at new $850 low, ECOVACS A2500 RTK robot mower $1,500 low, Lectric, more
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May 27, 2025By
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Just because Memorial Day is over, doesn’t mean the savings are slowing down on eco-friendly tech, and today’s Green Deals feature a mix of new and ongoing discounts at some of the best prices of the season. Headlining today is Navee’s newly launched Father’s Day Sale with up to $264 in savings on its two latest e-scooter series, which includes the new flagship ST3 Pro Electric Scooter with a damping arm suspension system, Apple Find My, and plenty more down at an $850 low, along with some free gear too. Next, we have ECOVACS’ new Goat A2500 RTK Robot Lawn Mower returning to its $1,500 low for the second time, as well as Lectric’s XP Lite 2.0 Long-Range e-bikes with $404 free bundled gear starting from $999. Lastly, we spotted EcoFlow’s DELTA 2 Smart Extra Battery dropping back to its $429 low. Plus, there’s all the rest of the hangover Green Deals and ongoing Memorial Day EV sales in the links at the bottom of the page, like yesterday’s ongoing increased savings on the Ride1Up Portola e-bike, and more – and don’t forget to browse our Memorial Day EV hub for the hangover savings while they last.
Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.
Navee drops new flagship ST3 Pro electric scooter with damping arm suspension and Apple Find My to $850 + free gear
With Memorial Day having passed, Navee is jumping right into its Father’s Day Savings event with up to $264 in discounts across four of its newest e-scooters. The sale is headlined by Navee’s flagship ST3 Pro Electric Scooter that comes with $64 in free gear at $849.99 shipped. This entire package would normally cost you $1,014 in full these days ($950 for just the scooter), which has come down from its original $1,299 price tag from when it was unveiled at CES 2025 through its launch at the end of March. The biggest discount we saw in the time since was the early-bird launch discount to $899, which is getting beaten out here by today’s deal. All-in-all, despite the savings here only totaling up to $164, you’re still getting a high-performance commuting solution at the lowest price we have tracked. Head below for more.
Navee’s flagship ST3 Pro electric scooter is a commuter with serious get-up-and-go power, coming equipped with a 600W motor (1,350 peak) and a 12.75Ah battery that can carry you up to 46.6 miles on a single charge and reach 25 MPH top speeds – plus, that peak power is ready to conquer up to 28% inclines. A standout feature here is the brand’s new automotive-grade damping arm suspension system that will smooth out your travels at the front and rear, thanks to the four polymer arms. And security gets a step up from other scooters with the addition of Apple Find My too.
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There’s plenty more to be impressed by on Navee’s ST3 Pro electric scooter, like the triple-braking system made up of hydraulic disc, drum, and automotive-grade eABS brakes, the latter of which also boasts regenerative braking capabilities to recycle energy for prolonged journeys. There are also self-healing tires, an auto-on headlight, integrated turn signals and a taillight with brake lighting, lighting under the footboards with 15 different modes, a traction control system, a 3.6-inch LED display, its folding frame, and some additional remote smart controls via its companion app, like manual and auto locking, among others. Among the free gear, you’ll get an e-scooter lock and a phone holder for added convenience and peace of mind.
Navee’s other Father’s Day e-scooter deals:
- GT3 Electric Scooter: $500 (Reg. $614)
- 20 MPH for up to 31 miles
- Apple Find My, smart locking, quad shock absorption, dual braking, and more.
- comes with lock and phone holder
- GT3 Pro Electric Scooter: $550 (Reg. $714)
- 20 MPH for up to 37.3 miles
- Apple Find My, smart locking, quad shock absorption, dual braking, and more.
- comes with lock and phone holder
- ST3 Electric Scooter: $750 (Reg. $914)
- 25 MPH for up to 37.3 miles
- Apple Find My, smart locking, damping arm suspension, triple braking, and more.
- comes with lock and phone holder
There’s plenty of ongoing post-holiday price cuts across several e-bike and e-scooter brands right now, which you can browse in full in our Memorial Day EV hub here.

ECOVACS’ new Goat A2500 RTK robot mower returns for the second time to $1,500 low
Amazon is offering a second chance at the lowest price on the new ECOVACS Goat A2500 RTK Robot Lawn Mower for $1,499.99 shipped, as well as discounts on two of its counterparts. This new and advanced autonomous lawn care solution has been going for $2,000 at full price since hitting the market a few months ago, with three discounts having taken things down to $1,700 and $1,800, and one previous drop to this same low back at the top of the month. You’re getting a second chance here today at a 25% markdown that cuts $500 off the tag for the lowest price we have tracked.
One of ECOVACS’ new robot mowers, the Goat A2500 sits as the middle-ground choice with a 32V motor and dual-blade discs that cover mowing duties across 4,305 square feet of land in an hour, working at 2.3 feet per second. The 5Ah battery allows enough juice to tackle up to 5,382 square feet on a single charge, with it automatically returning to its station upon low levels and only taking 45 minutes before it’s ready to go once again.
What’s really great here is the trading of any need for perimeter wires to operate via RTK navigation, which works along with the 3D-ToF LiDAR tech and AIVI 3D AI camera to not only stay the course, but also avoid 200+ common garden obstacles – all with an IPX6 waterproof construction for when it gets caught by sudden weather changes. There’s also an array of remote smart controls through its app, which allows you to adjust performance settings, as well as edit the 3D maps that it uses to complete its duties.
ECOVACS’ other Goat robot mower deals:

Lectric’s 49-pound XP Lite 2.0 folding e-bikes with 80-mile range get $404 in free gear starting from $999
While Memorial Day may be over, the savings we’re seeing from Lectric are continuing for an unknown amount of time, with up to $742 in free gear accompanying e-bike purchases – and don’t forget the ongoing preorder bundle deals for the brand’s new XP4 and XP4 750 e-bikes that start from $999. One of the notable increases in savings during this sale is on the Lectric XP Lite 2.0 Long-Range e-bikes for $999 shipped and come with $404 in free gear, as well as the XP Lite 2.0 JW Long-Range model that sits a little higher at $1,099 shipped, coming with the same bundle. These packages would normally run you $1,403 and $1,503 at full price, which is beating out most of the bundle sizes we’ve seen since this same package was offered at the beginning of January. The extra add-ons include a rear cargo rack, fenders, a suspension seat post, an accordion-style folding bike lock, two adjustable rear-view mirrors, and an Elite headlight upgrade.
Coming in as the lightest e-bikes under Lectric’s flag, the XP Lite 2.0 e-bikes weigh in at just 49 pounds, making them more manageable up and down stairs or when putting them in your car for longer-distance transport – plus, the foldable design also contributes to saving space when you’re not riding. The 672Wh battery in each delivers up to 80 miles of travel on a single charge when its five PAS levels are being used, while the 300W rear hub motor (819Wh peak) reaches up to 20 MPH speeds.
As is the case with Lectric’s lineup, you’re getting dependable features that you’d expect to raise the price more, like the hydraulic mineral oil brakes, 20×2.5-inch slick tires with 3mm Hippo Skin liner and pre-slimed tubes for anti-puncture resistance, BMX-style folding handlebars, and a full color LCD screen with a USB-A port to juice up devices as you ride, perfect for those using their phones for GPS.
And for just $100 more you can upgrade to the JW Black variant, which has been given a Gates Carbon Drive belt system for a quieter, smoother, and oil-free riding experience, with it also promising a longer-lasting lifespan over chain-drive models. You can also save a bit more going with the shorter 45-mile range standard models that start from $799 shipped, though there are no bundle packages with free gear on these.
Be sure to check out the full lineup of Lectric’s ongoing Memorial Day Sale here while the massive savings last, with even more ongoing sales past the holiday collected in our Memorial Day EV hub, with many slated to end over the next few days, while others are continuing into June.

Add 1,024Wh to your DELTA 2 LiFePO4 power station capacity with this expansion battery at $429 low
Coming at us through its official Amazon storefront, EcoFlow is undercutting its ongoing Memorial Day Sale pricing (ending May 28) on the DELTA 2 Smart Extra Battery for $428.99 shipped. This add-on unit normally fetches $799 at full price directly from the brand, but has been starting from $599 in 2025 at Amazon. Discounts have mostly kept costs above $449, though we did see two previous dips to this low. It’s beating out EcoFlow’s direct sale pricing by $30, giving you $170 in savings off its going Amazon rate ($370 off its MSRP) at the lowest price we have tracked.
This add-on battery from EcoFlow is the perfect addition for folks with an existing DELTA 2 power station who want to get far more backup power support for traveling and at-home needs. The battery sports a 1,024Wh LiFePO4 capacity that can be added to your existing station, giving you 2,048Wh with one or bumping things as high as 3,072Wh when adding two to your setup. Right alongside the station, this battery comes rated for 3,000+ life cycles, giving you over eight years of use if you were planning to discharge and recharge it every single day.
If you were considering starting your backup setup, you can check out EcoFlow’s ongoing Memorial Day deals running through May 28 – which include extra savings (code EF25MEM) that drops the power station and extra battery bundle to $997 from $1,798 – which beats Amazon by $2.
Best Spring EV deals!
- Aventon Ramblas Electric Mountain Bike: $2,599 (Reg. $2,899)
- Ride1Up Prodigy v2 Brose Mid-Drive Gates Belt CVT e-bike: $2,595 (Reg. $2,795)
- Ride1Up Revv 1 DRT Off-Road Moped-Style e-bike: $2,495 (Reg. $2,595)
- Ride1Up Revv 1 Full Suspension Moped-Style e-bike: $2,395 (Reg. $2,595)
- Rad Power RadWagon 5 Cargo e-bike (first discount): $2,199 (Reg. $2,399)
- Ride1Up Prodigy v2 Brose Mid-Drive 9-Speed e-bike: $2,195 (Reg. $2,495)
- Lectric XPedition 2.0 35Ah Cargo e-bike w/ up to $742 bundle: $1,999 (Reg. $2,741)
- Rad Power Radster Road Commuter e-bike (first discount): $1,999 (Reg. $2,199)
- Rad Power Radster Trail Off-Road e-bike (first discount): $1,999 (Reg. $2,199)
- Tenways AGO X All-Terrain e-bike with $307 bundle: $1,999 (Reg. $2,499)
- Lectric XPedition 2.0 26Ah Cargo e-bike w/ $593 bundle: $1,699 (Reg. $2,292)
- Rad Power RadRunner 3 Plus Utility e-bike: $1,699 (Reg. $2,199)
- Aventon Aventure 2 All-Terrain e-bike: $1,699 (Reg. $1,999)
- Rad Power RadExpand 5 Plus Folding e-bike (first discount): $1,699 (Reg. $1,899)
- Lectric XPeak 2.0 Long-Range Off-Road e-bike with $316 bundle: $1,699 (Reg. $1,915)
- Aventon Level 2 Commuter e-bike: $1,599 (Reg. $1,899)
- Tenways CGO600 Pro e-bike with $118 bundle: $1,599 (Reg. $1,899)
- Aventon Abound Cargo e-bike: $1,599 (Reg. $1,999)
- Rad Power RadWagon 4 Cargo e-bike with free caboose: $1,499 (Reg. $1,799)
- Lectric XPeak 2.0 Standard Off-Road e-bike with $227 bundle: $1,499 (Reg. $1,726)
- Velotric Nomad 1 Plus All-Terrain e-bike: $1,499 (Reg. $1,899)
- Lectric XP Trike with $508 bundle: $1,499 (Reg. $2,007)
- Velotric T1 ST Plus e-bike: $1,399 (Reg. $1,649)
- Aventon Sinch 2 Folding e-bike: $1,399 (Reg. $1,699)
- Lectric XPedition 2.0 13Ah Cargo e-bike with $394 bundle: $1,399 (Reg. $1,793)
- G-FORCE DE-S Premium All-terrain Fat Tire Wide Cargo e-bike: $1,399 (Reg. $1,799)
- Ride1Up Roadster V3 Lightweight Premium e-bike: $1,395 (Reg. $1,495)
- Lectric XPress 750 Commuter e-bikes with $336 bundle: $1,299 (Reg. $1,635)
- Rad Power RadExpand 5 Folding e-bike: $1,299 (Reg. $1,599)
- Velotric Discover 1 Plus Commuter e-bike: $1,299 (Reg. $1,699)
- Lectric XP4 750 LR Folding Utility e-bikes with $365 bundle (preorder): $1,299 (Reg. $1,655)
- G-Force ZM 20Ah All-Terrain Fat Tire e-bike with $49 in free gear: $1,199 (Reg. $1,999)
- Lectric XP Lite 2.0 JW Black LR e-bike with $404 bundle: $1,099 (Reg. $1,503)
- Ride1Up Portola Folding e-bike with BOGO accessory promo: $995 (Reg. $1,095)
- Lectric XP4 Standard Folding Utility e-bikes with $79 bundle (preorder): $999 (Reg. $1,078)
- Lectric XP 3.0 Long-Range e-bikes (clearance price cut): $999 (Reg. $1,199)
- Lectric XP Lite 2.0 Long-Range e-bikes with up to $404 bundles: $999 (Reg. $1,403)
- Heybike Mars 2.0 Folding Fat-Tire e-bike: $999 (Reg. $1,499)
- Hiboy U2 Pro Electric Scooter (new model): $900 (Reg. $1,500)
- Navee ST3 Pro Electric Scooter (new model): $850 (Reg. $1,014)
- NIU KQi 200F Electric Scooter (new low): $649 (Reg. $799)
- Navee GT3 Pro Electric Scooter (new model): $550 (Reg. $714)
- Segway E2 Plus II eKickScooter (preorder): $350 (Reg. $400)

Best new Green Deals landing this week
The savings this week are also continuing to a collection of other markdowns. To the same tune as the offers above, these all help you take a more energy-conscious approach to your routine. Winter means you can lock in even better off-season price cuts on electric tools for the lawn while saving on EVs and tons of other gear.
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CATL’s first 100-second swappable EV batteries debut, proving how far ahead China is
Published
1 hour agoon
May 27, 2025By
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The first vehicles with CATL’s new ultra-fast swappable EV batteries are now being delivered in China. CATL’s new “Choco-SEB” battery pack can be swapped in 100 seconds, making it just as quick as filling up at a gas station. The new EV features ultra-fast charging and starts at under $24,000 as China widens its lead on the global auto industry.
First EV with CATL’s swappable batteries debuts
CATL’s new swappable batteries could make gas stations obsolete. After revealing the “Choco-SEB” batteries last year, the first vehicles powered by the new technology are now being delivered in China.
On May 25, Changan Automobile announced that it had delivered 1,000 Oshan 520 models, the first electric vehicle (EV) based on CATL’s Choco-SEB swappable batteries. During the event, Changan said the new vehicle has already secured over 15,000 orders from clients.
The Oshan 520 starts at 166,800 yuan in China ($23,100) with a CLTC driving range of up to 515 km (320 miles). It can also gain a full recharge in 100 seconds thanks to CATL’s new tech.
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According to CATL, it has already established 34 Choco-SEB swap stations in Chongqing, Changan’s hometown. By the end of the year, it will have over 50 stations completed in the city.


In total, it aims to have 1,000 battery swap stations in 31 cities across China by the end of 2025. Changan and CATL signed an agreement in November 2024 to launch the first models based on the new tech.
After the meeting, officials watched the battery replacement process. Within 100 seconds, the vehicle gains over 310 miles of range (500 km).

Several other major automakers, including GAC, Chery, NIO, FAW, and BAIC, are also partnering with CATL to launch vehicles based on its Choco-SEB.
CATL wants to make charging an EV as easy (or even easier) than filling up a gas vehicle. The battery giant released two “grades” last year, one for smaller cars and the other designed for larger A or B-class vehicles.
According to the latest data from SNE Research, CATL maintains a commanding lead in the global EV battery market, holding a 28.8% share through the first two months of 2025, up from 26.9% in the same period last year.
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Environment
There’s a hidden number on every e-bike. You should find yours right away
Published
2 hours agoon
May 27, 2025By
admin

There’s a number hidden somewhere on basically every electric bicycle – or pedal bicycle – including the one in your garage. If you haven’t found it yet, you should do it today. Here’s why.
That number is the frame number, and for all intents and purposes, it’s basically like a VIN but for a bike. The VIN (Vehicle Identification Number) on your car is the number that gives it an identity and helps track it down if it’s ever stolen.
The same goes for your bike’s frame number. This innocuous string of characters, often stamped inconspicuously beneath your bike’s bottom bracket or on the head tube, isn’t just there to fill space – it can be the key to protecting your bike from theft or recovering it if the unthinkable happens.
Why is the frame number so important? Simply put, it’s your bike’s fingerprint, a unique identifier that distinguishes your ride from every other two-wheeler out there. In a scenario where your e-bike goes missing, having this number documented can drastically improve the odds of it being returned by law enforcement.
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Rad Power Bikes recently shared some great tips on the importance of knowing your frame number and where to find it. As you can see in the images below, the number is usually stamped into the frame on the bottom of the head tube (the front of the bike), or under the bottom bracket (the underside of the bike where the pedals are connected).



But knowing your frame number is only half the battle. The next critical step is registering that number with a bike registry. Fortunately, several trustworthy services offer free registration, creating a central database accessible by law enforcement, bike shops, and fellow cyclists who might stumble upon your stolen steed.
Bike Index (bikeindex.org) is one of the most popular platforms, boasting thousands of successful recoveries and a simple, intuitive registration process. And the best part is that it’s free! Another solid option is Project 529 (project529.com), widely used in North America and highly praised by police departments for its effectiveness in tracking stolen bikes. Again, it’s free to use!
Additionally, some local municipalities offer their own registries, such as the National Bike Registry (nationalbikeregistry.com), which collaborates directly with law enforcement to streamline the reporting and recovery process.
These types of services offer a form of passive protection, where you can mark your bike as stolen in their registries and then hope that someone finds it. In the event that someone does find your bike (such as in a shady Craigslist sale, etc.) and decides to check the frame number against the databases, they’ll see it’s stolen. If the police raid a bike theft ring and find a cache of stolen bikes, they may run all their frame numbers and find that yours is in the mix.
If you want protection that is a bit more active, there are full-on insurance options (though your renters or homeowner’s insurance may cover your e-bike), or theft protection services like Tempo that aren’t technically insurance, but operate somewhat similarly by offering a combination of holographic tracking number stickers for the bike combined with up to $2,500 in coverage for a replacement bike, if they can’t recover your stolen bike. I had the chance to sit down with Tempo’s founder Michael Keating at Micromobility America late last year, and you can see more about what I learned from him here.



This is probably a good time for a reminder to us all that a good lock is usually the only thing standing between our precious e-bike and those who want to take it from us.
I’ve reviewed a ton of locks, but some of my favorites include the Foldylock Compact for its high security, smaller size, and ease of locking to various sizes/shapes of bike racks, or the Foldylock Forever which is the big brother of the Compact and is nearly as impenetrable as it gets for a bike lock, as confirmed by the top bike lock testing agencies in the world.
For those who prefer a U-lock instead of a folding lock, my go-to lock is the Mason 220. Again, it is one of the top-rated locks, but it’s also wide enough to fit around the battery-fattened downtube of my e-bikes. That’s rare in the world of U-locks, and so the fact that it carries so many high-level awards and certifications is icing on the cake.


But no matter how good your lock is, there’s always a chance that your e-bike can be separated from you. And so the long and the short of it is that every e-bike has a unique identifier on it, and finding that frame number is your best chance of getting your bike back if it is ever stolen.
So take a minute today and locate your frame number to write it down or take a picture of it. Better yet, take a selfie with it and yourself. If you ever need to quickly prove that it’s your bike to a police officer on the sidewalk (such as if you followed an AirTag right to the bike), that’s a great way to do it.
I’ve had my e-bike stolen more than once, and the only way to curb that sinking feeling is to get it back. Taking a few minutes now to locate your frame number and register your e-bike can save you countless headaches later. After all, an ounce of prevention is worth several thousand dollars worth of cure when it comes to stolen bikes. So flip that bike upside down, jot down your frame number, and give yourself some peace of mind.
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