Without more data, I think it's too soon to conclude that EVs are outselling e-bikes, at least in terms of units shipped. And the fact that EV subsidies are expiring around the globe puts downward pressure on EV demand in a way that doesn't apply to e-bikes.
Right.. but isn't the relative growth of the respective EV classes more relevant to the hypothesis that it's demand outstripping supply? The prices and battery sizes are a tiny fraction of e-cars so the unit volume doesn't strike me as a like a weighty argument. If it were the other way around, with e-car prices rising faster, we could speculate that it was because of eg cosntrained battery supply.
And that's despite the fact that the US lags behind the Asian and European markets when it comes to e-bike demand: https://electrek.co/2022/02/08/us-electric-bicycle-sales-tra...
Without more data, I think it's too soon to conclude that EVs are outselling e-bikes, at least in terms of units shipped. And the fact that EV subsidies are expiring around the globe puts downward pressure on EV demand in a way that doesn't apply to e-bikes.