electruck
Well-Known Member
- Joined
- Oct 6, 2019
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- Location
- Dallas, TX
- Vehicles
- 2023 Rivian R1S
You speak as if parts were static inventory which is far from the case. The challenge right now is evolving the supply chain from a trickle of parts here and there to a steady stream and then continuing to ramp that volume over time to match production (which is a function of both capacity and demand as well as supply chain and many other factors). One of the battles Rivian is fighting with suppliers right now is reassuring them that they are viable and that if a supplier commits to ramping up that Rivian will continue to be able to consume what they provide. If a supplier has a limited capacity and have to choose between a Ford/GM/Stellantis with a proven track record of successful products and Rivian with no track record, where do you think the supplier is going to invest? It's an uphill battle but Rivian just has to keep chipping away at the suppliers and demonstrate that they have the demand and the ability to produce.RJ saying they are Still on target for 25k in 2022 indicates NO upside. More production just depletes parts sooner and idles workers for longer periods of time.
Corporate speak, proclaim anything remotely positive and whisper/spin the negative.
For the 15k folks at the head of the line it’s a very different story than for folks behind you.
Slice and dice and regurgitate the earnings calls but the clear message is a tiny percentage of R1s will be produced in 2022 due to parts shortages.
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