Exposed: Thousands of SONDORS Metacycle bikes abandoned in China, bills go unpaid
The SONDORS Metacycle electric motorcycle, once the darling of the burgeoning commuter e-motorcycle market, has suffered repeated setbacks since its original launch. Deliveries slowed to a trickle earlier this year and by many accounts appear to have since ceased. Reservation holders, some who have been waiting for years, have been left in the dark.
Speculation has run rampant regarding SONDORS’s current precarious financial situation. With the brand seemingly entering radio silence, we’re now getting more details than ever before from an unlikely source. One of the company’s factories in China tells Electrek that the California-based e-bike and e-moto company has stopped paying its bills, abandoning thousands of partially and fully-assembled motorcycles in the factory’s storage warehouses.
The story actually starts a few years ago when the SONDORS Metacycle electric motorcycle shocked the industry during its unveiling in 2021. With just a $5,000 price tag, the company’s founder and CEO Storm Sondors promised the motorcycle would reach highway speeds and offer 80 miles (130 km) of range. SONDORS is well known as an early player in the budget electric bicycle category, and so the industry had high hopes for the brand’s first electric motorcycle.
The Metacycle project overran its timeline by nearly a year but eventually started delivering dozens followed by hundreds of motorcycles in late 2022. The completed motorcycles didn’t quite live up to their promised specifications, though many riders still praised the light electric motorcycle as a handy commuter.
Deliveries never truly picked up steam the way the company promised. It is unclear how many Metacycles have been delivered to customers, though SONDORS’s China-based factory tells Electrek that “nearly 2,000 Metacycles” were imported to the US.
Against the backdrop of unclear delivery figures, online forums are bursting with reservation holders claiming they still haven’t received their bikes. Most have waited many months, with some having waited for years. Still others have received refunds, though lately many riders have been more successful with credit card chargebacks as SONDORS appears to have stopped responding to requests for refunds.
To make matters worse, the trickle of deliveries appears to have ended earlier this year even as SONDORS continued to sell the bike, bringing in more revenue without any additional Metacycles reaching the US. As of today, the Metacycle is still currently available for order on SONDORS’s website.
But as Electrek has learned, production for the motorcycle ended a year ago.
According to the factory in China that was hired to produce the motorcycle on contract for SONDORS, the Metacycle assembly line has been mothballed due to what the factory claims are several breaches of contract by SONDORS and nonpayment for produced and delivered motorcycles.
The factory’s representative agreed to speak to me on condition of anonymity, providing internal documents from the factory and photographs of the Metacycle’s inventory, components, and the stalled production area.
According to the factory, there are currently around 500 completed Metacycle electric motorcycles that have spent nearly a year sitting on the factory floor. Many of them are already packaged for shipment, while hundreds more sit in rows waiting to be crated.
In addition to the completed motorcycles, the factory says it has enough components stacked up on site to manufacturer another 1,500 completed Metacycles. Some components number much higher than 1,500 and most have been piling up for over a year.
But those bikes and components haven’t just been gathering dust. The factory added that they have been consistently maintaining the bikes at their own expense even while SONDORS has stopped making payments.
The rows of complicated cast aluminum frames and the mountains of components have been left untouched for so long because SONDORS hasn’t paid its bills for over a year, the factory representative explained.
“In June 2020, Mr. Sondors, [the] boss of SONDORS Inc. approached us to find a producer for Metacycle, an electric motorcycle concept he designed. At the time, the journey from concept to product was long, with many technical issues unresolved. We devoted our resources to this project, eventually establishing a production system for Metacycle and turning his concept into reality. In November 2021, he gave us the first purchase order (“PO”) for 2,000 [units] of motorcycles, but the balance is not paid fully till now.”
The factory representative laid out the rest of the timeline, explaining that “in May 2022, Mr. Sondors discussed an order of 8,000 units.” Due to price fluctuations of parts and components, the factory says that he made a smaller purchase order for 2,000 units in June 2022 and made a prepayment at that time, agreeing that the balance would be paid before delivery. “Later, he requested an increase in production to 7,000 units per month. Trusting him, we prepared parts for more than 2,000 motorcycles, hired over 20 additional staff, and invested big money to build a new automatic production line.”
In a letter provided by the factory to Electrek, SONDORS is accused of being in breach of contract after first pressuring the factory to ship more Metacycle motorcycles before receiving the outstanding payments, then pushing the factory to lower the price of the Metacycles after they had been produced, effectively attempting to renegotiate the contract.
“From September 2022, Mr. Sondors began delaying his payments, requesting delivery of motorcycles before his payments. Considering our working relationship, we sent him three containers of 120 motorcycles, for which he has yet to clear the payment until now,” explained the factory. In October 2022, the factory representative said that they “stopped all production due to the risks he posed to our business.”
The factory went on to detail how after the production and delivery of more Metacycles ended, Mr. Sondors visited China in March 2023 and “made unreasonable demands to reduce unit cost regarding all the delivered and undelivered motorcycles or threatened to replace us with another manufacturer. We believe he was attempting to transfer his risk to us and lower his costs by reducing the purchase price. We refused these demands as they were essentially requests to alter the existing contract. Since March 2023, our relationship with him has deteriorated due to his failure to honor our agreement and his unreasonable demands.”
According to the factory, they have discovered that their experience with the company is not unique, adding that “several other suppliers (e-bike suppliers) have had similar encounters with Mr. Sondors.”
Around that time in March 2023, Electrek hosted Storm Sondors for an interview on our Wheel-E Podcast where he put on a positive face for the company and claimed almost 2,000 Metacycles had been delivered. While we weren’t aware of the extent of these SONDORS production woes at the time, we likely should have pushed him harder at the time on specific issues and complaints regarding slow deliveries.
But the saga didn’t end there. “Since May 2023, Mr. Sondors has been pressuring us to agree on prepayment deliveries,” explained the factory representative. “His attempts to harass us in China and defame us to our suppliers have been relentless.”
The factory claims that since July of this year, Mr. Sondors has “erroneously claimed that no contracts existed between SONDORS Inc. and us and demanded a return of the prepayment.” The factory indicates that it has since sent three formal letters clarifying the existence of their contracts and the ways SONDORS has breached those contracts.
Electrek also received a copy of a “Letter of Censure and Warning” from a major electric bicycle industry association in the Chinese city where SONDORS contract manufacturing occurs. The local industry association, which represents many large electric bicycle factories in the area, made several claims against SONDORS.
The association indicated that SONDORS “failed to comply with contracts, made false promises, defamed enterprises in the electric vehicle industry and their senior management personnel, spread false information within the electric vehicle industry, and instigated unnecessary lawsuits between enterprises in the electric vehicle industry.”
Multiple requests for comment were sent to Storm Sondors, but no response was received by the time of publishing.
All of this comes during a period of extreme uncertainty for the company. SONDORS canceled an attempt at an IPO earlier this year and appears to have lost many of its employees as more clues to financial issues have stacked up. However, no official statement has come from the company regarding the fate of the Metacycle project.
Recently a verified now-former Sonders employee posted in a Sondors Facebook group to let everyone know his situation. The post was deleted soon after.
The claims of a deteriorated relationship between SONDORS and the Metacycle factory, as well as the reported financial distress of the company, seem to imply dim prospects for the company.
However, SONDORS has a history of bouncing back from major problems, and it is not inconceivable that the company could pull one more rabbit out of its motorcycle helmet with a major cash infusion or by selling the company.
If this is truly the end for SONDORS, it will mark the last major blow in an unfortunate slow fall from grace for the often-acclaimed low-cost electric bike provider that quite literally kickstarted the budget e-bike trend in the US back in 2015 with its $500 fat tire e-bike, as well as inspired many with interesting designs while even venturing into three-wheel automobiles.
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Ford is jumping into the battery energy storage business, betting that booming demand from data centers and the electric grid can absorb the EV battery capacity it says it’s not using.
To achieve this, Ford plans to repurpose its existing EV battery manufacturing capacity in Glendale, Kentucky, into a dedicated hub for manufacturing battery energy storage systems.
Ford pivots from EVs to battery storage for data centers
Ford says it will invest about $2 billion over the next two years to scale the new business. The Kentucky site will be converted to build advanced battery energy storage systems larger than 5 megawatt-hours, including LFP prismatic cells, BESS modules, and 20-foot DC container systems — the kind of hardware increasingly used by data centers, utilities, and large-scale industrial companies.
The company plans to bring initial production online within 18 months, leaning on its manufacturing experience and licensed battery technology. By late 2027, Ford expects the business to deploy at least 20 gigawatt-hours of energy storage annually.
The move follows a joint venture disposition agreement reached last week between Ford, SK On, SK Battery America, and BlueOval SK. Under the agreement, a Ford subsidiary will independently own and operate the Kentucky battery plants, while SK On will fully own and operate the Tennessee battery plant.
Ford is also planning a separate energy storage play in Michigan. At BlueOval Battery Park Michigan in Marshall, the company will produce smaller amp-hour LFP prismatic cells for residential energy storage systems. That plant is on track to begin manufacturing in 2026, and it will also supply batteries for Ford’s upcoming midsize electric truck — the first model built on the company’s new Universal EV Platform.
Electrek’s Take
Overall, the shift reflects Ford’s broader push toward what it calls “higher-return opportunities.” Alongside taking a step backward to add more gas-powered trucks and vans to its US manufacturing footprint, Ford says it will no longer produce some larger EVs, such as the Lightning F-150, where softer demand and higher costs are resulting from the lack of support for EVs by the Trump administration. (Batteries produced at the Glendale plant were for the all-electric Ford F-150 Lightning. The best-selling electric truck in the US in Q3, before the federal tax credit expired, was the Ford F-150 Lightning, with 10,005 EVs sold, a 39.7% year-over-year increase.)
With tax credits eliminated and regulatory uncertainty, Ford is pivoting to adjacent markets, including grid-scale and residential energy storage, to keep its battery plants running and justify billions in sunk investment.
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Stellantis may have backed away from planned EVs like the all-electric Ram REV and range-topping Dodge Charger Daytona R/T EV, but the company isn’t standing still. A newly awarded patent outlines an innovative, foam-based thermal runaway suppression system that’s built into an EV’s battery pack.
The indisputable fact of the matter is that electric vehicles catch fire far less often — and far less frequently — than their combustion-powered brethren. Still, a number of highly-publicized early Tesla fires and poorly managed recall on the first-gen Chevy Bolt have linked “electric car” and “fire” in the minds of many Americans, and the ones who have been waiting to test the EV waters until a better safety solution came along are going to absolutely love this latest setup from Chrysler parent company Stellantis.
MoparInsiders is reporting on a new Stellantis patent awarded on a proactive battery safety system that’s designed to stop thermal runaway (read: fire) before it can cascade through an entire EV battery pack.
Rather than relying solely on passive barriers or post-event containment, Stellantis’ freshly patented system uses strategically placed foam channels and deployment mechanisms that can flood the affected cells with high insulation foam when abnormal heat is detected in a cell, isolating the problem area and dramatically slowing (if not outright stopping) the chain reaction that leads to catastrophic battery failure.
The patent describes an electric car battery that, on the outside, will look familiar to EV enthusiasts, but there are some key differences “layered in” around the familiar bits. These include:
- A bladder filled with a fire-retardant chemical; located close to the battery cells, typically between the cells and the top of the pack. It’s made from a flexible polymer, so it can be punctured when needed
- Two sets of blades; the first aimed at the bladder, ready to pierce it and release the fire-retardant chemical while the second targets specific points on the coolant inlet line, outlet line, or heat sinks to rupture them and release cooling foam directly where it’s needed
- Special coolant line sections; designed with small sealed apertures that closed off with a soft plug material that’s easy for the blades to pierce but strong enough to maintain pressure during normal operation
- Actuation devices tied to a controller; that push the blades into the bladder and coolant components when a thermal event is detected
Special coolant lines
The system relies on a suite of existing temperature sensors throughout the battery pack, and seems like a viable enough solution to a problem that, while rare, certainly exists — and which looms large over America’s Early Majority tech adopters.
As for me, I think Stellantis should focus on bringing more compelling products to market and stop looking for ways to blame the customer, market, and government for its inability to sell Jeep products that, apparently, have enough markup to cover nearly $30,000 in discounts to help dealers move their metal. I look forward to hearing about your take in the comments.
SOURCE | IMAGES: US Patent Office, via MoparInsiders.
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It’s official. The all-electric pickup is dead, but Ford is promising the F-150 Lightning EREV will be “every bit as revolutionary” as it shakes up EV plans once again.
Ford reveals next-gen F-150 Lightning EREV
Ford confirmed production of the current F-150 Lightning has ended as part of its updated Ford+ plan, which the company revealed on Monday.
The changes come as part of a broader shift from larger EVs, like the Lightning, to smaller, more affordable models.
While Ford still plans to launch lower-cost EVs based on its Universal EV Platform, the company is expanding its hybrid and extended range electric vehicle (EREV) lineup. By 2030, Ford expects 50% of its global volume to be hybrids, EREVs, and EVs, up from 17% in 2025.
As part of its new plans, Ford said the next-generation F-150 Lightning will switch to an EREV powertrain. It will be assembled at the Rouge EV Center in Dearborn, Michigan, replacing the current all-electric pickup.
With production of the current-generation Lightning now concluded, Ford is sending workers from the Rouge EV Center to its Dearborn Truck Plant as it doubles down on gas and hybrids.
During its Q3 earnings call last month, Ford said the electric pickup would remain paused following a fire at Novelis’ plant in New York that disrupted aluminum supply.
The F-150 Lightning is a “groundbreaking” vehicle, according to Doug Field, Ford’s chief EV, digital, and design officer, that showed an electric pickup can be a great F-Series.
Field claims the “next-generation Lightning EREV is every bit as revolutionary.” It will still offer 100% electric power delivery, sub-5-second acceleration, an estimated combined range of 700+ miles, and it “tows like a locomotive.”
Ford also plans to replace its electric commercial van for North America with affordable gas- and hybrid-powered versions. It will be assembled at Ford’s Ohio Assembly Plant.
The move comes as part of Ford’s plans to launch five new affordable vehicles by the end of the decade, four of which will be assembled in the US. Ford also plans to offer gas, hybrid, and EREV options across nearly every vehicle in its lineup by then.
The first vehicle based on Ford’s new Universal EV Platform will be a midsize electric pickup, starting at around $30,000. It’s expected to be about the size of the Ranger or Maverick.
The news comes after SK On announced last week that it planned to end its joint venture with Ford to build EV batteries at three US gigafactories.
Ford is now planning to use the wholly owned EV battery plants in Kentucky and Michigan to launch a new battery energy storage business. The company plans to begin shipping BESS systems in 2027, with an annual capacity of 20 GWh.
“The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids, and high-margin opportunities like our new battery energy storage business,” CEO Jim Farley said on Monday.
The changes are designed to improve profitability and returns. Ford’s EV business, Model e, is now expected to reach profitability by 2029 with improvements in 2026.
Model e lost another $1.4 billion in Q3, bringing the total to $3.6 billion through September. Around $3 billion was due to its current EVs, while the other $600 million was spent on its next-gen models.
Although sales of the F-150 Lightning dropped 60.8% last month following the expiration of the $7,500 federal EV tax credit, Ford’s electric pickup remained the best-selling pickup in the US through September.
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