Rumor: line shut down for the next two weeks?

[Dark-Fx]

See this Reddit thread. Might be tariff related.

Probably is. GM has done some shutdowns that are because of the tariffs also.

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[Brenden]

I mean they are already using the rear motor setup for the quad in the Tri Motor setup so the only thing new here, to my knowledge, is the front motor setup, but maybe they have some other parts that are different from the Tri that I'm unaware of?

I heard the Quad is getting a flux capacitor.

 

[captainjp]

I heard the Quad is getting a flux capacitor.

Retooling to add the Gary Decal

 

[Zoidz]

Probably is. GM has done some shutdowns that are because of the tariffs also.

The tarriff war is starting to impact manufacturing related businesses and it's not good. Our engineering company buys millions of $$ of a variety of stainless steel food processing equipment from European and Asian suppliers. Specifically with the European machines, there are no US manufacturers of the specialized tech and the Europeans have no interest in setting up US manufacturing. We are struggling to provide cost proposals for our future projects because the European and Asian suppliers will only guarantee pricing for 24 HOURS. It's maddening and some of our customers are postponing expansion/growth plans indefinitely because of it. The hidden costs and systemic downside of unpredictable tariffs are real.

Hopefully Rivian and the other manufacturers are able to figure this out. With Rivian's goal of vertical integration, I hope/assume they are bringing the manufacturing of offshore components in-house where possible.

 

[SANZC02]

The tarriff war is starting to impact manufacturing related businesses and it's not good. Our engineering company buys millions of $$ of a variety of stainless steel food processing equipment from European and Asian suppliers. Specifically with the European machines, there are no US manufacturers of the specialized tech and the Europeans have no interest in setting up US manufacturing. We are struggling to provide cost proposals for our future projects because the European and Asian suppliers will only guarantee pricing for 24 HOURS. It's maddening and some of our customers are postponing expansion/growth plans indefinitely because of it. The hidden costs and systemic downside of unpredictable tariffs are real.

Hopefully Rivian and the other manufacturers are able to figure this out. With Rivian's goal of vertical integration, I hope/assume they are bringing the manufacturing of offshore components in-house where possible.

Yes the entire tariff situation is a solution in search of a problem. US already is one of the top manufacturing countries in the world. Being in a trade deficit is not entirely a bad thing as there are certain things we can’t make here or can’t make them economically. Manufacturing is not even close to being one of our GDP drivers.

We had record low unemployment, decreasing inflation, a healthy stock market, and was seeing wages raise faster than inflation for the first time in a while. We had industries that could not find enough workers because people did not want those lower paying jobs. Of the leading economic countries we had an economy post covid that was the envy of the world.

Certainly we needed work on getting more high paying mission critical manufacturing jobs like electronics and chips on shore but that requires a targeted tariff policy not a wholesale import/export war inducing policy on everything.

 

[kyledmb]

I'm hoping the hold in production is due to incorporating upgraded drive-line parts (specifically the axles) and making sure they work for both G2 and backwards compatible with G1.

Hopefully an all new supplier and everything.

 

[Electrified Outdoors]

Could be multiple things. Let's think positive.

 

[UnsungZero_OldTimeAdMan]

I heard the Quad is getting a flux capacitor.

What do we sort of know so far? Demand for existing production has cooled. There are new quad buyers waiting impatiently. We also know RJ shared footage of new quad motors being produced. So why keep producing dual and tri if demand has cooled and inventory up? Make sense to switch to quad and add some $ales and delivery numbers.

We don't know if the lines don't need any modifications at all to produce quad. That's an assumption. Remember Rivian has just a couple or a few lines and they produce in batches of similar configs. Some automation djustments may be required between configs. Might be a little too early for NACS port. I know some potential buyers are "NACS or nothing", but they are a misguided minority. Aside from Supercharger, the othe networks are still largely CCS1 still. Rivian itself hasn't announced any NACS home chargers.

Even if the shutdown is true... what difference does it make? it happens or doesn't happen without us, regardless.

 

[srnyoung]

I wonder if we'll hear in the May earnings call an updated timeline for R2?

Given the total freeze on rare earths export from China, I can't imagine there is enough materials in the pipeline to maintain without a slowdown of some sort. I hope they start out with transparency about it...

 

[DuoRivians]

I wonder if we'll hear in the May earnings call an updated timeline for R2?

Given the total freeze on rare earths export from China, I can't imagine there is enough materials in the pipeline to maintain without a slowdown of some sort. I hope they start out with transparency about it...

Rare earth metals aren’t a huge deal as it seems, but general parts from China definitely are. Impossible to escape

 

[captainjp]

I wonder if we'll hear in the May earnings call an updated timeline for R2?

Given the total freeze on rare earths export from China, I can't imagine there is enough materials in the pipeline to maintain without a slowdown of some sort. I hope they start out with transparency about it...

It’s not so much availability of rare earths, it’s the ability to refine them to be used for EV applications

 

[UnsungZero_OldTimeAdMan]

Rare earth metals aren’t a huge deal as it seems, but general parts from China definitely are. Impossible to escape

And it's nearly impossible to trace where the metals "you" use are coming from. "Your" suppliers have supplier and those guys have their own array of suppliers. Everything gets melted down and blended in the refineries. It's not like every single molecule has a "Made in ____" tag. Another reason the tariffs are moronic. Shows no understanding, beyond surface/casual level, of how global trade and manufacturing works.

 

[VSG]

So ... what's the latest on this shutdown that started four weeks ago?

Enquiring minds want to know.

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