The story: After a post-pandemic cooldown, America’s e-bike pipeline roared back last year—an estimated 1.7 million e-bikes were imported in 2024, up ~72% from 2023, according to industry analysts. That surge is colliding with an aggressive new safety push led by big-city governments and federal regulators. ecycleelectric.com
Why it matters: The Consumer Product Safety Commission (CPSC) has advanced rulemaking that orients micromobility safety around UL standards—UL 2849 for complete e-bike electrical systems and UL 2271 for batteries—signaling an eventual national baseline even as the process continues. U.S. Consumer Product Safety Commission
City first, nation next: New York City made UL certification mandatory for e-bikes and batteries in 2023, followed by expanded enforcement powers in 2024—and new proposals in 2025 to seize “uncertified” batteries. City officials say firerisk has eased as the rules bite, and insurers and fleet operators are aligning purchases to certified gear. NYC.gov+2UL Standards & Engagement+2
Price pressures ahead: Market growth is real—the U.S. e-bike sector is pegged around $2.2B (2024)—but costs are sensitive to trade policy. Section 301 tariffs on complete e-bikes remain a factor in 2025, while a separate federal move lifts battery tariffs to 25% in 2026—a change retailers warn could nudge prices higher unless supply chains adapt. Global Market Insights Inc.+2WIRED+2
Bottom line for buyers: In 2025, the smart move is to look for UL-certified systems (UL 2849 / UL 2271), confirm a real warranty, and expect clearer safety labeling as standards harden. Shoppers benefit from a bigger selection than ever—tempered by stricter compliance and potential cost creep from tariffs. SGSCorp
