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You don’t retool a factory to continue building the prior model; whatever the ‘refresh’ actually is, is what is currently rolling off the factory now, thus it will either be for sale soon or Rivian won’t be selling R1S’s all summer since current stock of pre-shutdown R1S inventory is extremely low
I understand reading is hard. That's not at all what I said, I said ...The inventory on Rivian turns multiple times per day.. they list what they have in going thru the factory. This will not change.
I'm suggesting that the changes, AS STATED ON THE COVER OF THE EPA FILING, are for 2025 model year, My guess is that you won't see these changes implemented until vehicles that will be delivered in or after September depending on existing inventory and build up of new components inventory.
Also possible they will sell refreshed vehicles incorporating other changes but not these new batteries yet. (Perhaps that’s what you are saying.)
Production has already started. Not sure why any of you think pre-order holders are some big hangup for Rivian's entire 2024 production. There just aren't that many of us left AND it's better for Rivian margin to sell a lower margin vehicle at full MSRP rather than a voucher holder.
Not just possible, they definitely have more changes.
As pointed out, a manufacturer can start producing next model year on January 4th of the prior year, by law. So 2025 model year means between now and.... 2025I understand reading is hard. That's not at all what I said, I said ...The inventory on Rivian turns multiple times per day.. they list what they have in going thru the factory. This will not change.
I'm suggesting that the changes, AS STATED ON THE COVER OF THE EPA FILING, are for 2025 model year, My guess is that you won't see these changes implemented until vehicles that will be delivered in or after September depending on existing inventory and build up of new components inventory.
I thought the quarterly said the sell rate was about 1400 units a month. The shit down began with 2800 in inventory and was 1400 at the time of the call. They won’t last until September.
Yes I know that, I'm sure they are using the new tools, improved process and likely new minor components.. you won't see an LFP or heat pump in a model 2024. I'd assume they would need to file that with the EPA if they did. I'm sticking with model year 25s with these changes being September or later. Well find out June 27th I guess
Finished goods inventory or parts inventory? You're discounting the supply chain for any raw material inventory that may still be in transit.
This is also discounting the fact that the shutdown was planned well in advance. I would assume Rivian is competent enough to order things ahead of actual need, taking into account transit times & thus have the required supply on hand when Normal reopened. Honestly it makes way less sense to hodge podge builds with a mix of parts after a planned shutdown.
They do not need to file a heat pump with the EPA....
They would for the battery change. Is there any confirmation that heat pump is coming to NMC battery packs?
Yes, company insiders have confirmed this. Heat pump coming to all refreshed R1 vehicles
