How impactful will US Ebike Tariffs be?

Following the recent news that tariffs will increase on electric bikes starting June 14th 2024, I looked back through shipping manifest data to see what proportion of imported ebikes are coming from China. The chart below speaks for itself. It’s a lot.

Granted, the bulk of ebikes are very low cost, which isn’t surprising that they are coming from China. Another interesting area to investigate will be those other sources, which appear to experience more volatility.

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