Amazon opens its logistics & delivery service to any business. Rivian EDV sales to increase?!

[Electric Rivilution]

Amazon announced today its Amazon Supply Chain Services (ASCS), opening its full portfolio of freight, distribution, fulfillment, and parcel shipping capabilities to businesses of all types and sizes, not only Amazon sellers.

Full Announcement: https://www.aboutamazon.com/news/retail/amazon-supply-chain-services-for-business

Article: https://www.engadget.com/2163550/amazon-opens-up-its-logistics-network/

Could this be a boon for Rivian EDV sales?!

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[ACDC]

Ooof bad news for UPS and FedEx! Investors agree. Both stocks plunged 9-10% today.

But hopefully good news for Rivian! If this increases parcels delivered by Amazon (which is surely will), then this could increase Rivian delivery van sales to Amazon.

 

[savethemanual]

Damn it Amazon...I love you and I hate you

 

[SilverII]

Maybe if Rivian can use Amazon to deliver some EDV to FedEx and UPS?

 

[Noplacelikeloam]

I went through their owner operator 3P program for delivery vendors (most of those Amazon vans you see aren't funded or operated by Amazon), and I only hope they have opened up the contracting restrictions imposed by Amazon. Its wild to see people make massive investment in infrastructure and people while having little to no control over the velocity of supply or the continuity of their business.

 

[UnsungZero_OldTimeAdMan]

Depends on each of the Amazon's last-mile contractors and whether they are willing to pay the capital investment needed to install chargers. Some might see it as a hassle when they currently just have gas cards and accounts from wholesale/fleet fuel providers. In the long run they might save on fuel and maintenance. But some people/businesses don't think that far.

 

[KRIV_ian]

Just got a Lego order (direct order with them) delivered by Amazon, it was always UPS before that, so looks like they are winning some contracts already.

 

[Rade]

Damn it Amazon...I love you and I hate you

Agreed! Proud to see the Rivian delivery vans doing the daily deliveries in town, but... Amazon?

 

[loqueid]

Will an R2 fit in an EDV? Then Amazon can deliver my R2!

 

[UnsungZero_OldTimeAdMan]

Will an R2 fit in an EDV? Then Amazon can deliver my R2!

R2 is a few inches shy of a 4Runner. So, no.

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