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Budman

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On a related note. This was posted on the Inside EVs website today. More good news.


“Just days before President Trump took office, the Biden administration finalized a colossal $6.6 billion loan for Rivian to finance the construction of its Georgia plant. Now the question looms: Can Trump pull the U.S. government out of its agreement with the EV start-up?

InsideEVs asked Rivian CEO RJ Scaringe about that possibility during a roundtable with reporters. He believes the loan is safe. "We signed a legally binding document with the Department of Energy," Scaringe said.

"Our relationships with Republican congressional members is very strong," Scaringe added. "The loan is for a plant in Georgia, which certainly leans to the right. There's a lot of advantages we see in that as well. But we don't look at the loan and think it's at any significant risk."”
 

savethemanual

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Good to see and I am sure they have a stretch goal to get R2 out in Q1 rather than Q2 in 2026. That would be a good news story for a later investor call and rally the stock price.
To balance out the drop that's going to happen with the dumb tariff's that take effect tomorrow ;)
 

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ThirteenElectrics

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I should hope the shell should go up quickly; it's just the shell. There are over 350,000 industrial buildings in the U.S. Making another one is not the hard part. The hard part, which Rivian has yet to get right, is building the manufacturing lines to produce defect free cars in a reasonable amount of time.
 

DuoRivian

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I should hope the shell should go up quickly; it's just the shell. There are over 350,000 industrial buildings in the U.S. Making another one is not the hard part. The hard part, which Rivian has yet to get right, is building the manufacturing lines to produce defect free cars in a reasonable amount of time.
Well they don’t have to build a paint shop or a battery assembly facility. It is general assembly and stamping so that helps reduce the amount needed and they have had a year so far to plan and order. I am sure there have been consultants, and maybe engineers from VW, to assist.
 

Zoidz

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Looking good, but based on that photo, shipping a customer ordered vehicle in 2Q26 is going to be a challenge, let alone 1Q26.
 

Donald Stanfield

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Looking good, but based on that photo, shipping a customer ordered vehicle in 2Q26 is going to be a challenge, let alone 1Q26.
Looks are deceiving. By that stage with that type warehouse the construction is almost done. All the work is in the grading and in the slab. There's only roof drains, HVAC and electrical hookups of equipment. All the feeder wires are already ran in the slab. It goes quick from this point. Having it completed and operational by 2026 isn't a pipe dream from what I can see there.
 

Zoidz

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Looks are deceiving. By that stage with that type warehouse the construction is almost done. All the work is in the grading and in the slab. There's only roof drains, HVAC and electrical hookups of equipment. All the feeder wires are already ran in the slab. It goes quick from this point. Having it completed and operational by 2026 isn't a pipe dream from what I can see there.
This is what our engineering company does - we design, build (subcontracting the building envelope) and then we fit out electrical, process piping, communications, controls and process equipment using our crews and subcontractors for various types of food and beverage facilities, as well as a few other non-F&B one-offs. We program the automation PLCs and HMIs, commission and start up production. I've lived this for 100 years over the past 30+ years, lol.

As I said, it will be a challenge, I didn't say it wasn't possible. Everything has to execute exactly as planned. If a customer vehicle (I specifically stated that meaning not test/demo/employee vehicles) is going to ship around March/April 26, that means EVERYTHING has to be completely built out and ready for line integration testing by November or December 2025. Test vehicles coming off the line starting in January. Production lines of this complexity typically take 2 to 4 months or more to commission, startup and produce sellable end user product that passes QC - Rivian has already shown us that they are challenged by this to this day.
 

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Ohm Boy

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On a related note. This was posted on the Inside EVs website today. More good news.


“Just days before President Trump took office, the Biden administration finalized a colossal $6.6 billion loan for Rivian to finance the construction of its Georgia plant. Now the question looms: Can Trump pull the U.S. government out of its agreement with the EV start-up?

InsideEVs asked Rivian CEO RJ Scaringe about that possibility during a roundtable with reporters. He believes the loan is safe. "We signed a legally binding document with the Department of Energy," Scaringe said.

"Our relationships with Republican congressional members is very strong," Scaringe added. "The loan is for a plant in Georgia, which certainly leans to the right. There's a lot of advantages we see in that as well. But we don't look at the loan and think it's at any significant risk."”
RJ, that is a political post.

ADMINS, please kick RJ out of the forum!!!
 

Donald Stanfield

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This is what our engineering company does - we design, build (subcontracting the building envelope) and then we fit out electrical, process piping, communications, controls and process equipment using our crews and subcontractors for various types of food and beverage facilities, as well as a few other non-F&B one-offs. We program the automation PLCs and HMIs, commission and start up production. I've lived this for 100 years over the past 30+ years, lol.

As I said, it will be a challenge, I didn't say it wasn't possible. Everything has to execute exactly as planned. If a customer vehicle (I specifically stated that meaning not test/demo/employee vehicles) is going to ship around March/April 26, that means EVERYTHING has to be completely built out and ready for line integration testing by November or December 2025. Test vehicles coming off the line starting in January. Production lines of this complexity typically take 2 to 4 months or more to commission, startup and produce sellable end user product that passes QC - Rivian has already shown us that they are challenged by this to this day.
That's fair. My experience comes from the building envelope side. From that respect, the project is almost done. I have no experience setting up these sorts of lines, though, so I'll defer to your expertise in that regard.
 

Sgt Beavis

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I love it, but I’m still leaning hard towards an R3X instead of the R2.
 
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PVguy

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This is what our engineering company does - we design, build (subcontracting the building envelope) and then we fit out electrical, process piping, communications, controls and process equipment using our crews and subcontractors for various types of food and beverage facilities, as well as a few other non-F&B one-offs. We program the automation PLCs and HMIs, commission and start up production. I've lived this for 100 years over the past 30+ years, lol.

As I said, it will be a challenge, I didn't say it wasn't possible. Everything has to execute exactly as planned. If a customer vehicle (I specifically stated that meaning not test/demo/employee vehicles) is going to ship around March/April 26, that means EVERYTHING has to be completely built out and ready for line integration testing by November or December 2025. Test vehicles coming off the line starting in January. Production lines of this complexity typically take 2 to 4 months or more to commission, startup and produce sellable end user product that passes QC - Rivian has already shown us that they are challenged by this to this day.
I am wondering if they are making this structure “PV Ready”. That is, are roof loading, electrical infrastructure, etc. being taken into consideration for this taking place in the future.
 

captainjp

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Considering when the expansion was announced, construction is much further along than I anticipated. With that, I most definitely believe that R2 deliveries will commence in 2026. Q1 might be a stretch, however spring/summer is not an unreasonable expectation.
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