Donald Stanfield
Well-Known Member
FOMA?
Sponsored
Announcing our new "CLUBS" section where you can join or create a Rivian club or group! You can use this new feature to conveniently plan and discuss local events, gatherings or other club/group related topics.
So we encourage you to join (or start) special-interest and regional-based Rivian clubs at: https://www.rivianforums.com/forum/group-categories/clubs-groups.1/
Lets go with FOMO.FOMA?
FOMA?
His stock portfolio with Rivian shorts on it?I wonder what he read twenty days ago?
He seems to own a Rivian. Also, there are much better ways to go after RIVN than max pack. R1 demand is hardly a problem. Rivian is doing max pack because 1) they said they would and 2) It's a good long term differentiator to sell higher end R1.His stock portfolio with Rivian shorts on it?
Yeah, saw that announcement today. If they can really produce a truck with a battery the size of the Hummer's and efficiency around a Rivian I think they'll have a hit on their hands.RAM REV XR announced today … 229 kWh with 500 miles' range, plus a range extender (no specifications or details.) Due "soon after late 2024" (whatever that means.) I imagine it's going to be a heavy one, complex and expensive, but if you really need an EV to tow and don't mind the, what $120K sticker (?), then it's got the bragging rights.
I'm sorely disappointed that Rivian quit the Max Pack and I think of quad motors as the core of the R1, so even though I'm holding the reservation, I don't know that it will ever work out in my case.
Which will come first, Max Pack or the 229 kWh RAM?
Ford is more likely to build an efficient large truck than Dodge. Ford made a major investment in building lightweight F150 that is now paying off with EV.Yeah, saw that announcement today. If they can really produce a truck with a battery the size of the Hummer's and efficiency around a Rivian I think they'll have a hit on their hands.
Will it pay off? A lot of people have been abandoning their F150 Lightning orders, there are still crazy markups from some dealers, and they just did another price increase which cause some people to cancel their reservations. Ford did a good job with the F150 Lightning engineering wise, but they are failing in every other area.Ford is more likely to build an efficient large truck than Dodge. Ford made a major investment in building lightweight F150 that is now paying off with EV.
Rivian has not demonstrated the ability to build a light weight vehicle. The R2 will need to do better.
^^^^^THIS^^^^Also most of the upcoming higher end truckish vehicles will offer longer range if North American centric. So Rivian doesn't want range to become a competitive disadvantage.
Not without a new architecture. Power would be limited by voltage, not capacity.Range wise it'll probably be under 400 miles with the quad motor, but the quad motor+max could have higher power delivery than the current quad+large.
They absolutely can run a higher current through if there are more cells.Not without a new architecture. Power would be limited by voltage, not capacity.
The vast majority of people do not need 400 miles range. Upscale buyers want it, and potential EV owners have theoretical range anxiety.400 mile range is the sweet spot for EVs, IMO.
I honestly think that's the number EV makers should target if they hope to get the masses to switch out of ICE vehicles. And to be honest, an EV rated for 400 miles of range will probably see maybe 320 miles on average if you consider all the different environmental factors...
So I hope ALL the EV companies will put whatever size battery is needed to get at least a 400 mile rated range, knowing that the actual range will be quite a bit lower than that. And FWIW, the same is mostly true of ICE vehicles. On paper, my Jeep is capable of running 615 miles on a full tank of gas (that's based on 24.6 gallon tank at 25 mpg), but in reality I'll use about 22 gallons before refueling and I'll get about 22 mpg on a road trip, so that puts me at an honest 484 miles of range.
The market you're talking about thinks of EVs as a commuter car and not their only car. It's true that not everybody does 5-hour road trips, but lots of people do. And a 220 mile range EV isn't going to win many customers away from their ICE vehicles if those people do anything more than the daily commute with them. The end game here is to move towards electrification for everyone. That's why we need long range EVs. So until we see longer ranges AND quicker charge times, EVs just aren't going to be mainstream. There will be too many people who won't be interested.The vast majority of people do not need 400 miles range. Upscale buyers want it, and potential EV owners have theoretical range anxiety.
Many higher income people never do longer distance driving vacations. Middle income new car buyers may like more range but won't actually pay for it.
Tesla thinks there is a very large market for a nice $25K 220 mile range vehicle.