[LOCKED DUE TO INACCURATE FIGURES] Rivian U.S. Sales January 2025

[AllInev]

https://eletric-vehicles.com/rivian...0-evs-in-january-motor-intelligence-estimates

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[AllInev]

Not good news, but the the RIVN stock rises ?

 

[RivianRiverRat]

I can see that YoY for GM because IIRC they weren't doing much a year ago

 

[Dark-Fx]

Don't recall seeing Rivian ever report these numbers. What's the source of the data?

 

[mkg3]

Two factors need to be mentioned.

1) ending of tax credit pulled demand forward into December 2024
2) Lucid Gravity became available

The industry is struggling with EVs. Percent increase is misleading since its relative to the comparison value.

In other words, 50% increase from 10 EVs are 15 EVs. Still it's just 15 EVs. Rivian delivered 3,060 while only Tesla is higher. Both GM and Ford numbers are total vehicle delivered in US, not only EVs so cannot tell (I looked the linked article).

 

[mkg3]

Don't recall seeing Rivian ever report these numbers. What's the source of the data?

its based on new vehicle registration data.

 

[Dark-Fx]

its based on new vehicle registration data.

Alright, so where is this data?

 

[Newtonrj]

As always, I wonder if EDVs are including in these numbers. Knowing that they have a large number in their delivery lots and a previous post showing that Amazon takes delivery as each EDV exists the plant.

 

[UnsungZero_OldTimeAdMan]

"estimated" By whose sphincter?

January is typically bad for everyone. Consumers spent $ on gifts and travel for the holidays, as well as other large end-of-year purchases. And there weren't any major incentives offered, were there? Plus, impossible to be apolitical since it's as matter-of-fact as sunrises and sunsets, the usual economic uncertainty that comes with any new government change over. No sane reason to speculate and panic over manufactured "data".

 

[ThirteenElectrics]

Here's some more context from the article. This passes a sanity check, as 17,541 vehicles were produced during Q4 2023 (but only 14,000 were delivered). Production is down for Q4 2024: Rivian produced only 12,727. It's not a great trend.

 

[DuoRivians]

Motor Intelligence is a trash data source. Ignore this whole thread

 

[ukyank]

R1 sales don’t really matter that much. The company is either going to thrive or fold based on whether the R2 is a success or not. Nothing else really matters in the grand scheme of things.

 

[DuoRivian]

R1 sales don’t really matter that much. The company is either going to thrive or fold based on whether the R2 is a success or not. Nothing else really matters in the grand scheme of things.

R1 is critical this year and will continue to be a source of revenue into the future.
YoY can be compared because seasonal aspects are taken out. They are not production limited - hence the incentives.

 

[DuoRivian]

Two factors need to be mentioned.

1) ending of tax credit pulled demand forward into December 2024
2) Lucid Gravity became available

The industry is struggling with EVs. Percent increase is misleading since its relative to the comparison value.

In other words, 50% increase from 10 EVs are 15 EVs. Still it's just 15 EVs. Rivian delivered 3,060 while only Tesla is higher. Both GM and Ford numbers are total vehicle delivered in US, not only EVs so cannot tell (I looked the linked article).

Tax credits are still available now. Were they reduced in 2025?

 

[UnsungZero_OldTimeAdMan]

R1 sales don’t really matter that much. The company is either going to thrive or fold based on whether the R2 is a success or not. Nothing else really matters in the grand scheme of things.

This. Flagships are never meant to be volume sellers or the bread and butter of any company. Even Ferrari knows to not offer only halo models. And how many times has RJ belabored the point that the R1 is the flagship model?

Tax credits are still available now. Were they reduced in 2025?

https://riviantrackr.com/news/why-r...it-in-2025-but-you-can-still-save-on-a-lease/

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