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The 12.6% CAGR Thesis: Reading the E-Bike Market Forecast Honestly

The 12.6% CAGR Thesis: Reading the E-Bike Market Forecast Honestly

A forecast of double-digit annual e-bike growth through the late 2020s is plausible. Plausible is not the same as evenly distributed — and that distinction determines who actually captures the growth.

European Cities Bet on Bikes: When Policy Builds the Market

European Cities Bet on Bikes: When Policy Builds the Market

Cities launching bike-friendly programs are not responding to cycling demand. They are manufacturing it — and urban policy is the single biggest variable in the industry's addressable market.

Cargo Bikes for Ukraine: When a Product Becomes Infrastructure

Cargo Bikes for Ukraine: When a Product Becomes Infrastructure

Cargo e-bikes delivering aid where normal logistics have failed is not a CSR story. It is a stress test of what the product can actually do — and proof that holds up under the hardest conditions.

Micromobility and Congestion: What the US Evidence Actually Shows

Micromobility and Congestion: What the US Evidence Actually Shows

Studies showing micromobility eases congestion matter less for the headline number and more for what they let cities politically justify building next.

Cargo E-Bikes: The USD 2 Billion Market Hiding in Plain Sight

Cargo E-Bikes: The USD 2 Billion Market Hiding in Plain Sight

Forecasts for the cargo e-bike market range from around $2 billion to nearly $5 billion by 2030. The exact number matters less than what the category represents: a bicycle becoming serious urban infrastructure.

Carbon Fiber Recycling: Velo, SRAM, and the Circular Bet

Carbon Fiber Recycling: Velo, SRAM, and the Circular Bet

Recycling carbon fiber is not yet economic. It is becoming unavoidable — and the brands building the infrastructure now will help define the rules everyone else must follow.