Guy
Well-Known Member
- First Name
- Guy
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Thanks for this, I agree Amazon should waive the exclusivity as it will help Rivian to have multiple fleet customers. Even if they reach 75k a year (mid way in the estimates) that is over 200000 in the first four years (allowing a ramp next year) so plenty of vans for other customers even if Amazon double their request. That still leaves over 100k a year in the expanded Normal factory from sometime in 2023 (let’s say end of 2023 run rate being 8k a month) so all preorders should easily be finished in early 2023.This is from a headline published 6 days ago:
"
- Rivian Automotive (RIVN) says on its website that it will start taking orders for its electric delivery vans in 2022 and will deliver them to fleet customers in the early part of 2023. It is unclear if Amazon formally gave up its exclusive rights to Rivian electric delivery vans to open the door for more sales.
So they WILL have other EDV customers much sooner than 4 years. I would bet Amazon gladly waived any exclusivity from the original 4 years if they saw it as a catalyst to their overall investment in Rivian. I hope they can scale both lines as fast as supply chains allow.
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