Rivian work week reduced to 2-3 days until inventory comes down

[Golfer04]

Talked to a Rivian assembly line employee yesterday. He said they are only working 2-3 days a week until inventory comes down. Not surprising, but not good to hear. Hopefully they can limp along until R2 production can get started.

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[Mellowyellow]

Doesn't make sense since their lease prices went UP $200. Maybe tariffs...

 

[beatle]

Instead of building vehicles, maybe they should switch to shipping their parts out so vehicles aren't down for weeks or months for repairs.

 

[mikehmb]

Given the insanity in tariffs now (we're dealing with it, too), I wouldn't be surprised if they have been stocking components and building ahead of schedule to ride it out for a while.

 

[Hereforthesnacks]

If high inventory is the reason for idling. It’s not a tariff issue. It’s a demand issue.

 

[COdogman]

If high inventory is the reason for idling. It’s not a tariff issue. It’s a demand issue.

Demand issues can be caused by different things… including plummeting consumer confidence due to tariffs.

 

[Hereforthesnacks]

Demand issues can be caused by different things… including plummeting consumer confidence due to tariffs.

Sure. But inventory doesn’t pile up in 48 hours.

After all, Rivian said it produced 14,611 vehicles at its manufacturing facility in Illinois and delivered 8,640 vehicles during the last quarter. That’s 500 cars a week
piling up.

 

[Donald Stanfield]

This is certainly not ideal.

 

[COdogman]

Sure. But inventory doesn’t pile up in 48 hours.

After all, Rivian said it produced 14,611 vehicles at its manufacturing facility in Illinois and delivered 8,640 vehicles during the last quarter. That’s 500 cars a week
piling up.

Agreed. It’s possible they may have needed to do this even without the current chaos. But it sure doesn’t help.

 

[Hereforthesnacks]

Agreed. It’s possible they may have needed to do this even without the current chaos. But it sure doesn’t help.

The current chaos (super nice way of phrasing it) doesn’t help anyone. Hope it doesn’t kill industries…

 

[BigSkies]

This is not good news at all.

Other companies are reportedly seeing sales jump as consumers rush to get ahead of tariffs. I’m surprised Rivian isn’t seeing this same effect.

The next year is going to be wild in the auto industry. Jaguar/Range Rover just announced they’re pausing shipments to the US. That will become permanent if some special deal isn’t cut. Other car makers will follow.

Demand for cars is probably going to drop dramatically this year, yet a whole bunch of supply will get pulled from the market too. It will end up dramatically unbalanced, but no one knows in which direction.

The R2 can’t come fast enough.

I also worry about the GA factory. Think about all of the capital equipment and tooling going in there. Not to mention simple steel. The cost of that factory probably just jumped maybe 20-30%.

 

[lefkonj]

The impact of the tariffs not just on Rivian directly but indirectly. People making less money, market insanity, etc. etc can cause them to have a slow down. Rivian will be fine in a year the R2 will begin to crush the Model Y and things will look better. Just have to survive this nightmare until sanity returns.

 

[strykerwsu]

This is not good news at all.

Other companies are reportedly seeing sales jump as consumers rush to get ahead of tariffs. I’m surprised Rivian isn’t seeing this same effect.

The next year is going to be wild in the auto industry. Jaguar/Range Rover just announced they’re pausing shipments to the US. That will become permanent if some special deal isn’t cut. Other car makers will follow.

Demand for cars is probably going to drop dramatically this year, yet a whole bunch of supply will get pulled from the market too. It will end up dramatically unbalanced, but no one knows in which direction.

The R2 can’t come fast enough.

I also worry about the GA factory. Think about all of the capital equipment and tooling going in there. Not to mention simple steel. The cost of that factory probably just jumped maybe 20-30%.

Those are mostly used or lower $ new cars. Current pricing for R1's is very Niche. I have 2 and would have 0 at current pricing.

 

[shap]

I

This is not good news at all.

Other companies are reportedly seeing sales jump as consumers rush to get ahead of tariffs. I’m surprised Rivian isn’t seeing this same effect.

The next year is going to be wild in the auto industry. Jaguar/Range Rover just announced they’re pausing shipments to the US. That will become permanent if some special deal isn’t cut. Other car makers will follow.

Demand for cars is probably going to drop dramatically this year, yet a whole bunch of supply will get pulled from the market too. It will end up dramatically unbalanced, but no one knows in which direction.

The R2 can’t come fast enough.

I also worry about the GA factory. Think about all of the capital equipment and tooling going in there. Not to mention simple steel. The cost of that factory probably just jumped maybe 20-30%.

I still can not get why they need a second factory. With current level of demand they can produce both R1T and R2 in Normal and save a lot of money.

 

[shap]

The impact of the tariffs not just on Rivian directly but indirectly. People making less money, market insanity, etc. etc can cause them to have a slow down. Rivian will be fine in a year the R2 will begin to crush the Model Y and things will look better. Just have to survive this nightmare until sanity returns.

People still get the same money they got 1onths ago. Tariffs has nothing to do with Rivian demand issues as well as LA fires. It is a véry nich product and people that want to pay 100k for the road car already bought what they wanted. R2 should be released this year and not in 2026.

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