Their market isn't ebike enthusiasts though, they're gearing toward OEM sales
Is anyone else bothered how all the government subsides go to battery companies that aren't actually selling batteries except to huge multinational companies?
Imagine if the government subdies came with a clause stating they must sell to small time users. If the subsidies made ordering batteries from an American company cheaper or comparable to ordering from a Chinese company, the EV market would explode. The price of lithium ebike kits would drop, and as economies of scale kept rising they would continue to drop. Dudes would be opening shops around the country dropping batteries into junk yard GEO metros. Kids would get electric scooters when they went away to college.
Instead the subsides focus on getting 1 million electric "sedans" onto the road by 2015. Screw that. Even with subsides no one can afford all the batteries that go into making a car that directly competes with an ICE car.
I call this "trickle down lithium," and I think it's a backwards and an anti-capitalist way of doing things. Flood the market with cheap batteries, and an industry will grow organically.
China already has millions of electric vehicles on the road(mostly ebikes), and all they did was subsidize batteries instead of oil.