So - a couple of weeks ago I laid out my thoughts on what the criteria were for identifying the ideal Human-Powered Vehicle (HPV) for rural life. If you are starting here, you may want to go back to that post. I will admit, tho, I got a little lost in childhood nostalgia and youth shaming, so if you are looking for the TL:DR on the criteria, they were:
- The machine must be capable of covering long distances - 10-20 mile round trips - comfortably on open secondary roads.
- It must be a human powered vehicle. It’s fine if it’s amenable to electric assist, but it cannot rely upon battery power.
- It must be able to contend with varied weather and road conditions. Generally this is going to mean:
- Some type of effective fender system.
- Being stable and functional with a load under high wind situations.
- Be capable of carrying cargo - the Bike Design Project specified their urban guidelines around a gym bag or a single bag of groceries, which makes sense for their purposes. For a rural lifestyle, a larger carrying capacity would be needed - I’d say the ability to manage 3-4 full paper grocery bags (or equivalent volume), with those groceries including at least one full gallon of milk. The machine should be able to manage that load on all rural road surfaces, including gravel, dirt, and hills.
- Be capable of remaining stable and upright under load. This criteria is borrowed from the Bike Design Project, but it makes intuitive sense to me. Your machine has to be able to stand safely on its own if you have to get off of it when it’s fully loaded. Otherwise you’ll break your eggs, have to chase your oranges down the road, and cry over your spilled milk...
- Must be capable of a reasonable average speed over flat(ish) terrain when operated by a rider who rides regularly. Here let’s say reasonable is an average of at least 10-12mph. I think any slower and it risks even dedicated riders avoiding use in favor of a car.
- Be a durable machine capable of many years of use with basic maintenance.
- Be capable of using aftermarket lighting and visibility systems for effective forward and rearward visibility.
- We are looking for a type of machine here, not a specific brand or new design. What sort(s) of HPV meets these criteria?
At the risk of offering up an early spoiler, I’ll freely admit here that my candidate for meeting these criteria will likely be unsurprising to regular readers:
The Recumbent Trike
"Oh, well of course," you say. "You see here, Martha, I told you last time that’s the way it was going to go. He set this whole damn thing up to justify his love for those gorram three wheeled contraptions."
"You did say so dear," Martha replies. "You did say so".
"Harrumph!" you say. "That’s it. It’s clear now: He’s in the pocket of big trike."
Ok - first, good on you for pulling out an actual "harrumph!" That’s a word that really doesn’t get its due nowadays, and deserves a comeback.
Secondly, I am not in the pocket of big trike. I’m not actually sure that such a thing exists, and if it does, I am quite noticeably not in their pocket. Noticeably so because I’d happily jump into the pocket of big trike and roll around in those lovely big trike dollars. Hello? Anyone out there in the great trike conglomerate listening... anyone...?
Ahem. Anyway, yes, my response is somewhat predictable, but let me defend myself. First, I want to clarify and add some detail and distinctions. I wrote "the recumbent trike" above, but what I really mean to say is:
A Recumbent Trike with a Trailer
There, see? It’s a lot different now. Right?
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The thing is, although it may seem somewhat like I’m leaning towards the thing I’ve already chosen, the reality is that rural transportation was a big part of what I had in mind when I chose to get a trike. As I mentioned last time, I grew up riding around the countryside, and when we moved back a decade or so ago I realized that, while I enjoyed riding my road bike around the area, there were a number of factors for which it was not ideal. This came into clearer and clearer focus particularly as I began to expand my riding "season" into a year round enterprise. You only have to have an upright bike disappear out from under you once or twice on a January morning before you realize that, although you rode all over the place as a kid, you only did it in the summer, and that you didn’t need much carrying capacity to bring home a half-dozen comic books.
Taking a look back in my journal verifies that this has been on my mind for quite a while. I wrote about the Evo and The Bike Design Project back in August of 2014. While that work was specifically for Applied Life, it really got me thinking about the rural bike question. Three of the four subsequent entries in my journal touch on this topic (yes, I also write about cycling for myself. It’s a thing, ok? I’m not proud...). On August 3rd of 2014 I wrote:
The demands for country and small town biking are certainly different than they are for urban settings... On first blush, frankly, I think something like a tadpole trike with a trailer would likely be ideal - essentially the pickup truck of the biking world.
And a week later, on the 13th, I wrote:
The more that I consider it, the more useful a trike and trailer seem to me for the type of transport need rural biking presents.
Why am I taking you down this trip thru my journal entries? Mostly because these were from 2014 - three years before I actually got a recumbent trike.
We moved out to our Homestead in the late spring of 2009. By summer 2014 I’d been riding as an adult out in the hinterlands for five years, and been thru my first year of winter riding. I’d had a fair amount of riding time on an upright across the open prairie to consider against for thinking thru what might work better out here. And of course, I’ve been testing that idea over the past two years or so.
So - all that said - here’s my rationale against the criteria to explain why I think a recumbent trike (with a trailer) is possibly the perfect rural HPV approach:
Long Distance in Comfort
I’ve been riding most of my life, and I’ve ridden a lot of different types of diamond frame bikes. I spent most of the decade prior to getting the Catrike Pocket riding a 1987 Cannondale SR400 - an aluminum road bike.
The furthest I ever rode the Cannondale in a single outing was just under 27 miles, and that just once. Otherwise rides were more typically in the 8-15 mile range, with occasional jaunts in the 18-22 mile territory. I started tracking mileage with Cyclemeter in 2011, and my best year with the Cannondale was 2014, where I managed 752.47 miles over 69 rides, with an average distance of 10.91 miles per ride.
My first year with the Pocket - 2017 - I rode 937.51 miles; 83 rides with an average distance of 11.30 miles per ride. To put that in perspective, I got the Pocket in early June - nearly halfway thru the year. 808.31 of those 937.51 miles - 86% - are on the Pocket. I rode further on the Pocket in its first seven months with me than I’d ridden for the entirety of 2014, my best year on the Cannondale.
I loved - and still love, at least in concept - the Cannondale. It’s a sleek and elegant machine; it’s lovely, lightweight, and fast. It’s also beastly uncomfortable, and has become progressively more so as I’ve gotten older. This includes both the creeping pain on the backside during the ride, and the tension across the back of the neck that would start on the bike and continue for the following day or two. That factor absolutely limited my riding time.
For a while I thought it was available ride time that was limiting me when I was on the Cannondale. Longer rides - 20-30 mile and further jaunts - can eat up a couple of hours on a precious weekend day and really cut into the time available for other things. But that limitation seems to have just dropped away with the recumbents. The Pocket is slower than the Cannondale, and yet I started to routinely ride further. I think to some degree I was kidding myself that the discomfort wasn’t an issue.
I’m certainly not the only person who has reached this conclusion. Matt Galat at Ja Yoe! writes and talks about comfort over time being a primary factor in his choice of a trike for his world tours.
I think sometimes we have a tendency to set aside comfort - when it comes to cycling we may feel like we should be willing to sacrifice that for the other benefits. But the reality is that when the activity is less comfortable it becomes less desirable, and as a result we tend to engage in it less. And the purpose for this thought experiment is to look at using the machine for at least semi-regular transportation in rural settings. Rural riding for transport means distances, and particularly choosing to cycle rather than to drive. Cars have a lot to offer here - choosing a less comfortable option to ride out of misguided principle is likely to result primarily in just choosing to drive.
Contending with the Weather
Rural riding often means contending with less than ideal weather conditions. Here I’m not talking about rain - we can probably all agree that, if it’s raining, the rural transportation cyclist is going to opt for their car. But the reality is that in much of the world, and especially in the US Midwest, rural means wind.
Drive through the rural midwestern countryside for any length of time and you will repeatedly come across stands of white turbines, pointed into the breeze, propellers spinning slowly, but inexorably. It’s a view I’m very familiar with - I can see it from every window in my house.
Though I have, believe it or not, had people ask me whether the turbines make it windy, the reality is that there’s a reason there’s so much focus on wind power out on the prairie and plains. It’s always been a little surprising to me that harvesting wind power didn’t start sooner out here. Of course, the impact from the cyclist’s perspective is that, as delightful as it is to have a 15 or 20 mph tailwind, it’s a bitch-kitty when you are riding into it headlong. If you are riding for purpose - to the store, say - the extra weight of your cargo and the oppositional press of the wind will seem to have a multiplying effect against your effort.
While the wind doesn’t go away when you are riding a recumbent trike, the lower profile of the machine does make a difference. What’s more, the stability of having three wheels under you means that there is no risk of falling over when the wind brings speed down to a crawl; and equally so, little to no risk of blowing over when dealing with an oppressive side wind. Dealing with the wind like this was a key factor in Maria Leijerstam’s choice of a trike for her successful ride to the South Pole, a ride in which she started after two competitors on upright bikes, and arrived ahead of them. She also cited the stability of the trike allowing her to successfully manage a shorter, but steeper route than the other record hopefuls - she didn’t have to worry about falling over.
Being in a lower profile to the wind is also just more comfortable most of the time, especially when it’s cold. I detailed my own experience with the difference between riding upright and recumbent in the cold and snow a while back. Getting down out of the wind, relatively speaking, makes for a warmer - or at least less cold - ride in chilly times.
Stability
That reference to snow brings up the other important advantage - stability regardless of conditions. While it’s not for everyone, there are absolutely people who ride year round. When the ground gets slippery - whether due to rain or snow or dirt or gravel - three wheels are going to be more likely to stay under you than will two. I’ve ridden both upright and recumbent in the snow, and read the accounts of many other like-minded souls. There is virtually no one who rides on two wheels in the white stuff who hasn’t had the experience of a bike just... disappearing out from under them. For just a moment you are like Wile E. Coyote, right after he’s run off the cliff - you hang there in mid air.
...And then: pain.
Fat bikes and winter tires make that better, but they don’t eliminate the issue of falling the way that third wheel does. I’m not saying it’s not possible to wipe out on a trike - I have it on good authority that it can be done. You know, from... other people. But it’s still more stable.
Carrying that Load
The relative stability makes a difference here as well when conditions - weather or hills or weight - cause the going to be slow. On an upright machine, when the speed drops below a given speed it becomes harder and harder to keep the bike vertical. Maintaining balance is a non-issue on a trike. This can become vital when hauling things - remember, our criteria is to be able to carry four full paper bags worth of groceries, including at least one gallon of milk. The jug of cow juice is eight and a half pounds all by itself, and a paper grocery bag can supposedly hold up to 25 pounds, so those four bags could conceivably come out somewhere near 100lbs of groceries.
I don’t think for a second anyone is actually going to fill those bags up to a full Benjamin, but the reality is that the weight, particularly when combined with hills, wind, or both, will potentially slow things down considerably. The tripod position, combined with the very low gearing most trikes have on the bottom end, can make the distance between continuing to pedal up the rise or falling over (or having to get off and walk it).
I had a little experience with this without the use of a trailer earlier this year, hauling an empty LP canister into town and bringing back the full exchange. A full canister comes in around 34 or 35lbs, and my trike managed it well. I’m not saying I couldn’t have done it on an upright bike, but I suspect it would have been considerably more challenging.
Speed
I set a minimum speed criteria for this thought experiment because I think its a relevant detail - if the trip to and from the destination is too slow, I think folks are going to go for motorized options. Trikes aren’t the speediest form of HPV available, to be sure, but I am certain there are models that can meet the 10-12 mph average I set here - when I hauled that LP canister back and forth with my Expedition I had my slowest time ever on that route, but my average speed still came in over 13mph. Would an upright cargo bike be faster? Maybe, but I think there’d be some question about that when dealing with a full load.
But there are limits. Just as there are trikes, there are quads out there, and they would also have many of the advantages of a trike - stability and comfort, for example. But I suspect the additional weight would risk bringing such a machine in below the speed criteria.
The Other Stuff
The first four points - comfort, weather management, stability, and ability to manage load - are ultimately the reasons I look at recumbent trikes as being the ideal candidate for rural human-powered transport. It is also important that the machine chosen be something that is durable and can be expected to last many years with basic, and the trikes that I own and have looked at seem to fit this bill. They are more complicated than a standard diamond frame bike, to be sure, and there are areas you need to attend to when owning and riding them. These are not significantly more complicated than with an upright machine, however, and well worth the trade off in capabilities.
The one primary difference out in rural areas - and admittedly a potential limitation - is that if you have a local bike shop, odds are that they have limited experience with trikes. You will want to learn a thing or two about bike maintenance under those circumstances. However, I suspect this is ultimately a reality of rural cycling in general. My "localest" bike shop is twenty miles away. The folks there are great, but it’s an hour round trip to have them work on my machine. I’d imagine a lot of other folks in rural settings are in a similar situation.
In terms of lighting and such, most trikes provide an abundant number of locations for placing such equipment and can be made to work with standard bike items with little to no effort. The wider frame, particularly in the back, arguably provides a more visible profile to attach lighting to, and provides the option a more varied lighting pattern for motorists to see.
Rearward vision is different on a trike. You have to have mirrors to see behind you - you cannot just look back and easily get a gauge on what’s behind you. However, for rural riding on an upright I’d argue that you really need to have mirrors as well. Looking back is uncomfortable even when you are up in the wind, and I found I felt much more aware of my surroundings once I put a mirror on my road bike back in the day. This is doubly the case for the trike.
Disadvantages
There are a couple of potential disadvantages to using a trike for rural transport, though I think they are limited. Probably the biggest thing is that they are more challenging to move around and park. They are sometimes heavier, and always bulkier than an upright bike, so it’s harder to simply pick one up and move it around. They take up more ground space, so they don’t easily just plug into a standard bike rack and you can’t just lean them up against a building or post. It takes some creativity to figure out how to securely lock them to things.
These same factors do affect storage, and while many rural folks have a fair amount of space to keep things, those who do not will have to be more creative in that respect.
However, none of these things are insurmountable, and I don’t think they take away from the overall advantage of the platform.
Summing Up
So there you have it - my candidate for the ideal type of rural human powered vehicle, or, more colloquially, rural bike. As I’ve said, I’m certain regular readers will not be surprised where I fall on this, but the reality is that rural riding is a large part of why I got a trike in the first place (the rest of it was because I thought they were really cool).
Others, I’m certain, have other ideas for what works best and/or their own thoughts about why I am wrong here. There are certainly other styles of cargo bikes out there, often with a rakish, military-look to them that can certainly be attractive. But this one is my choice, and one that I’m finding works well for my version of rural transportation.
Ok - time to ride...