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Jeremy3292

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Is this something new? In the sense of Rivian said only like 25k R2's are being produced in 2026. So is this increasing production past that? Or just "normal" ramping in the context of 25k this year.
 

sparked

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Is this something new? In the sense of Rivian said only like 25k R2's are being produced in 2026. So is this increasing production past that? Or just "normal" ramping in the context of 25k this year.
This is likely just pre-planning for a second shift to start later in the year. But yeah, you want to plan ahead of time to add shifts as you get all the workforce and suppliers ramping up. I think even a third shift is being planned for 2027.

This is normal. Everything seems to be on track for Rivian R2. Even the Tornado that hit the factory had minimal effect.

Here's an old quote from CFO about most of 2026 being single shift:
Code:
https://www.reddit.com/r/Rivian/comments/1kgo1wb/claire_cfo_r2_production_on_single_shift_for/
 
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tivoboy

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Is this something new? In the sense of Rivian said only like 25k R2's are being produced in 2026. So is this increasing production past that? Or just "normal" ramping in the context of 25k this year.
they need to be leaning into 1250-1500/wk avg by the end of Q4 doing into 2027.. so a 2nd shift is easier than just pushing speed.

Right now, they might be trying to get to six min rolling speed, down from probably 10+.. they need to get to 3-4 min run rate, AND put on a 2nd shift ultimately to get to that projection target of +1500/wk.
 

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Is this something new? In the sense of Rivian said only like 25k R2's are being produced in 2026. So is this increasing production past that? Or just "normal" ramping in the context of 25k this year.
Nothing's been said about increasing or adjusting previously published plans/numbers. Just another step within that plan.
 

SolidTHX1138

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I will take the over 25K R2 for 2026. I think Rivian may be sandbagging the number, under promise, over deliver.

Too bad Rivian can't squeeze the R3X in the Normal factory for 2027. :(
 

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Yeah the 25k number seems like it’ll be more like 50k. They said they expect 9-11k vehicle deliveries in Q2. Based on full year guidance, that implies 40k+ deliveries in H2 largely driven by the ramp.
 

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Yeah the 25k number seems like it’ll be more like 50k. They said they expect 9-11k vehicle deliveries in Q2. Based on full year guidance, that implies 40k+ deliveries in H2 largely driven by the ramp.
9-11k for R2 or for all vehicles?
If all vehicles then they are still on track for 25k R2 since R2 volume in Q2 would be around 1-2k.
 
 








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