Car companies have been screwing up e-bikes for longer than you think
Believe it or not, there’s nothing new about major automakers and motorcycle companies trying and failing to build and sell electric bicycles. Despite millions upon millions of e-bikes being produced and sold each year by bicycle companies, automotive companies have spent decades failing to convert their design and manufacturing experience into e-bike success.
It might sound strange, especially since electric two-wheelers are the largest category of electric vehicles in the world – and growing quicker than any other type of EV. Even in a year when e-bike sales weren’t able to continue their meteoric growth trend, the e-bike industry still grew to a record size without any indication of stopping.
So you’d think that the automotive world, the very industry that has the most to lose from drivers becoming riders, would have gotten into the game by now.
The truth is that it has, and repeatedly. The problem is that Big Auto just hasn’t succeeded at it yet.
Chairman of the Light Electric Vehicle Association, Ed Benjamin, who has worked in the e-bike industry for nearly as long as it has been an industry and who has also advised several automakers on their e-bike projects, recently shared his thoughts on why Big Auto has failed so spectacularly in the e-bike industry.
And he certainly isn’t short on examples.
Legendary American automotive visionary Lee Iacocca was all-in on electric bikes as far back as the 1990s. He pushed for the EV Global electric bicycle (seen above), which was so revolutionary at its time that it had the word “e-bike” emblazoned across the side to let people know what it was. The e-bike started at a modest $995 and could hit 15 mph (25 km/h) all the way back in 1997 – a speed that Europeans still haven’t figured out how to surpass nearly 30 years later.
But as Benjamin explained, even automotive great Lee Iacocca couldn’t make e-bikes work for car companies. As it turned out, the deck was stacked against him. No matter how much he wanted his e-bikes to succeed, it didn’t translate into sales at car dealerships. The $1,000 price meant that car salesmen working on commission couldn’t be bothered to sell them, certainly not when they stood to make a lot more money pushing someone into a Taurus or F150. Dealerships also quickly learned that there wasn’t money to be made in servicing e-bikes when the same car bay could turn over significantly more cash.
Ford continued with global e-bike attempts into the early 2000s but was met with either quick failures or extremely slow, limited sales.
In Asia, giants such as Honda, Panasonic, and Yamaha were also met with limited success, though the limited Japanese market was one area where their early e-bikes did succeed. Panasonic was able to sell its e-bike drive system, but that agreement was largely led by the bicycle company Giant taking the reins and using its bike industry experience to set the partnership up for success.
Yamaha, it should be pointed out, actually created the first production electric bicycle as far back as 1993, though that early model also only took off in Japan while failing to gather meaningful traction in the rest of the world.
Yamaha is one of the few success stories to date, still producing impressive e-bikes, though the company famously spins its non-auto products off into their own companies. I think we can all accept that the engineers designing Yamaha’s motorcycles aren’t heavily involved in Yamaha’s pianos or biomedical products.
Harley-Davidson shocked the industry back in 2018 with its beautiful electric bike designs. Still, it ultimately spun the project out as an independent company, Serial One, that failed to achieve strong sales. The e-bike company was eventually sold off to another bicycle company, which is currently attempting to revive the Serial One brand.
In many of these cases, the actual product was quite impressive. Harley’s Serial One e-bikes often scored great reviews, despite not sticking the landing with sales.
It’s a tough cycle that has continued to repeat itself, with Benjamin explaining his belief that it comes down to the same root causes, “my opinion: The pain and failure has usually been when an engineering culture, proud of their creation, has turned the bikes over to a sales culture that did not truly understand or believe in the product.”
That might explain why plenty of new e-bikes bearing automotive company names released in the last few years were merely licensing deals, such as Jeep’s e-bike built by Quietkat, Hummer’s e-bike built by Recon Power Bikes, Polestar’s e-bike built by Allebike, Toyota’s e-bike built by DOUZE cycles, and Ducati’s e-bikes built by Thok Bikes, among others.
GM was one of the few companies to build an impressive electric bike entirely in-house, but the project came at the worst possible time as COVID was blamed for killing off the GM e-bike before it could succeed.
With decades of examples, you might think automakers would have given up on the dream of building and selling their own electric bikes. But that doesn’t appear to be the case.
Several major companies are still trying to develop their own models, with some even doubling down on their investments.
Porsche is one example, with the company recently buying e-bike motor manufacturers and entire e-bike companies in an attempt to bring more e-bike expertise under the Porsche nameplate.
Rivian, the US-based electric truck maker, has also significantly expanded its e-bike development team with hires from major bicycle companies. The CEO also explicitly stated the company has its eyes on an e-bike model, though didn’t share any details about the direction Rivian’s e-bike could be headed.
All of this is to say that despite automakers consistently trying and failing to bring their own e-bikes to market, one thing is crystal clear: they sure aren’t giving up.
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Ford is cutting prices on the electric pickup by up to $4,000 to offset the loss of the federal EV tax credit. The 2026 Ford F-150 Lightning now offers more driving range at a lower price.
2026 Ford F-150 Lightning prices and range by trim
After the Tesla Cybertruck took the title as America’s best-selling electric pickup last year, the Ford F-150 Lightning is back on top in 2025.
Ford sold over 10,000 Lightnings in the third quarter, nearly double the roughly 5,400 Tesla Cybertrucks sold. Through September, Ford has sold over 23,000 electric pickups. According to Cox Automotive, Tesla has only sold 16,097 Cybertrucks this year, 38% fewer than it did during the same period in 2024.
After the $7,500 federal EV tax credit expired at the end of September, many automakers, including Ford, are bracing for less demand.
To keep the momentum going, Ford is reducing prices for the 2026 F-150 Lightning by up to $4,000. Company spokesperson Martin Günsberg confirmed with Electrek that Ford is cutting prices on the flash trim by $4,000 and the Lariat by $2,000.
Ford introduced a new base STX model that replaces the XLT for 2026. The 2026 Ford F-150 Lightning STX starts at $63,345, the same as the 2025 STX, but it delivers an extra 50 miles of driving range.
A 123 kW extended range battery powers the STX, providing an EPA estimated 290 miles of range. In comparison, the XLT delivered 240 miles of range from a 98 kWh battery.
Ford also raided the F-150 parts bin to add a few off-road goodies like running boards from the Tremor, new wheels, and more.
The 2026 F-150 Lightning Flash will start at $65,995, down from $69,995. Meanwhile, the 2026 Lariat and Platinum trims will be priced from $74,995 and $84,995.
| Ford F-150 Lightning trim | 2025 Starting Price | 2026 Starting Price | Range (EPA-est miles) |
| XLT | $63,345 | N/A | 240 |
| STX | N/A | $63,345 | 290 |
| Flash | $69,995 | $65,995 | 320 |
| Lariat | $76,995 | $74,995 | 320 |
| Platinum | $84,995 | $84,995 | 300 |
Although Ford decided not to move forward with plans for a program to extend the $7,500 EV tax credit, the company is still offering significant incentives to compensate for the loss of it.
The 2025 Ford F-150 Lighting STX is eligible for up to $11,500 in savings in California and other ZEV states. Ford is offering a $9,000 lease cash bonus and an additional $2,000 Ford Power Promise cash bonus. Alternatively, Ford is offering 0% APR financing for 72 months plus an extra $2,000 Power Promise bonus nationwide.
With the 2026 Lightning arriving, Ford is offering big savings on 2025 models. The 2025 F-150 Lightning XLT is currently listed for lease as low as $279 per month in California. You can use our link to find offers on the Ford F-150 Lightning near you (trusted affiliate link).
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Global EV sales passed the 2 million mark for the first time in September 2025, according to new data from EV research house Rho Motion – here’s how it breaks down.
A record-breaking September
Rho Motion’s data shows that 2.1 million EVs were sold worldwide in September, the highest monthly total ever recorded. The US, UK, South Korea, and China all hit major milestones, with tax credit deadlines, new registration cycles, and local incentives fueling the global boom.
“Global EV sales topped 2 million units in a single month for the first time, driven by record-breaking demand across major markets,” said Rho Motion’s data manager Charles Lester. “The US surged ahead as buyers raced to claim expiring tax credits, the UK hit new highs on the back of fresh registration plates and the Electric Car Grant, and South Korea set records thanks to Tesla, Hyundai, Kia, and rising BYD imports. Year to date, EV sales have reached 14.7 million – up 26%.”
EV sales by the numbers YTD (Jan–Sept 2025)
- Global: 14.7 million (+26%)
- China: 9.0 million (+24%)
- Europe: 3.0 million (+32%)
- North America: 1.5 million (+11%)
- Rest of World: 1.2 million (+48%)
Europe surges on incentives
Europe had a record-breaking month with 427,000 EVs sold, up 36% year-over-year and 55% from August. The UK led the charge with record demand tied to the launch of new license plates and the government’s Electric Car Grant, introduced in July. BEV sales rose 30% year-over-year, while PHEVs jumped nearly 60%.
Germany’s EV market is expected to get another boost in 2026 after the government approved a new €3 billion ($3.5 billion) incentive package targeting low- and middle-income households. It replaces the subsidy scheme that expired in December 2023. Italy and Spain also continue to see strong growth, with sales up two-thirds and more than double, respectively, compared to 2024.
US buyers rushed to beat tax credit deadlines
In North America, EV sales soared 66% year-over-year in September as US consumers scrambled to take advantage of federal incentives before they expired on September 30. The tax credits supported both purchases and leases.
But Rho Motion expects Q4 2025 demand to dip sharply as those credits disappear. Some automakers are already taking defensive steps: Hyundai has cut prices, while Mercedes-Benz has paused production of four EV models. GM has suspended a production shift at its Spring Hill, Tennessee, plant, and Volkswagen is stopping ID.4 production in Tennessee in October. Nissan has gone further, scrapping its plans to manufacture EVs in the US altogether.
China is the world’s EV powerhouse
China still dominates the global EV market, selling 1.3 million EVs in September, a record-breaking month powered by strong BEV demand. Pure-electric sales rose 28% year-over-year to 800,000 units, while PHEVs and range-extended EVs dipped by 2% to 470,000.
China has sold nearly 9 million EVs YTD, up 24% from 2024, cementing its position as the world’s largest and most mature EV market.
The 30% federal solar tax credit is ending this year. If you’ve ever considered going solar, now’s the time to act. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
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On today’s hyped up hybrid episode of Quick Charge, we’ve got the first extended range electric Jeep in North America – the 500-mile new Grand Wagoneer PLUS news that Mazda is getting into the plug-in price war, and a whole lot more.
Today’s episode is brought to you by Climate XChange, a nonpartisan nonprofit working to help states pass effective, equitable climate policies. The nonprofit just kicked off its 10th annual EV raffle, where participants have multiple opportunities to win their dream model. Visit CarbonRaffle.org/Electrek to learn more.
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If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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