Thousands of Rivian R1 and EDV waiting to be delivered from Normal Plant (6/1/23 photo)

[Electric Rivilution]

Spotted by @pigeonholepundit

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[COdogman]

Amazon needs to come pick up their vans. They are clogging everything up!

 

[Chewy734]

At this point, the Normal plant should moonlight as an Amazon distribution center.

 

[1T2022]

come on Amazon, u own 20% of Rivian

 

[COdogman]

At this point, the Normal plant should moonlight as an Amazon distribution center.

They probably don’t want all those urine filled water bottles from the drivers sitting around.

 

[DuoRivians]

These EDVs have enduro + LFP?

 

[DuoRivians]

Rumor: 3rd shift starting soon

 

[Guy]

Rumor: 3rd shift starting soon

I can see hiring to start but three shifts are not needed to run a factory at 50% capacity for the R1 vehicles.

 

[VSG]

50k / year production means ~1k / week.

If it takes ~4 weeks from VIN assignment to delivery (and it does ...) that means there will be a week or two of buffer on the lot between production and shipping.

It is really no surprise to see 1k vehicles on the lot, as that is expected. Compare that to a traditional dealership, with 1000 dealers across the US each having 10 or more vehicles on the lot.

The Rivian way seems more efficient to me, even if the optics suggest they have a backlog.

 

[Autolycus]

They probably don’t want all those urine filled water bottles from the drivers sitting around.

Sadly, one of those has been in my front yard for a few weeks now. Can't get up the courage to pick it up to throw away. ::vomit::

 

[COdogman]

Sadly, one of those has been in my front yard for a few weeks now. Can't get up the courage to pick it up to throw away. ::vomit::

That’s so rude! Pack it in - pack it out applies to urine bottles too.

 

[Craigins]

I can see hiring to start but three shifts are not needed to run a factory at 50% capacity for the R1 vehicles.

Their target production rate for the end of the year is 100%. Gives them half a year to get the 3rd shift up and running and iron out any bumps added by the additional shift.

 

[Guy]

Their target production rate for the end of the year is 100%. Gives them half a year to get the 3rd shift up and running and iron out any bumps added by the additional shift.

I doubt the target rate by December is full production which equates to 7000 a Month since they would continue to ramp during 2024. It makes sense to start hiring but no way the third shift make any meaningful impact until Q4 at the earliest.

 

[Craigins]

I doubt the target rate by December is full production which equates to 7000 a Month since they would continue to ramp during 2024. It makes sense to start hiring but no way the third shift make any meaningful impact until Q4 at the earliest.

there's a slight semantic difference. The factory reaching 100% production rate, in terms of capability. IE if there were no supply constraints and demand was saturated, the factory could produce X veh / week. In the past they've slowed/stopped the line and then gone full speed to test the rate.

It isn't that they will be running the factory at that rate for any extended period of time. It is just a milestone essentially. I haven't seen any guidance that has said they will miss their projected ramp up.

 

[Joel]

50k / year production means ~1k / week.

If it takes ~4 weeks from VIN assignment to delivery (and it does ...) that means there will be a week or two of buffer on the lot between production and shipping.

It is really no surprise to see 1k vehicles on the lot, as that is expected. Compare that to a traditional dealership, with 1000 dealers across the US each having 10 or more vehicles on the lot.

The Rivian way seems more efficient to me, even if the optics suggest they have a backlog.

I chose to convert my Nov 2018 reservation into a purchase from the shop. The truck shipped from Normal to Richmond. Total of 13 days to take delivery and that included a holiday weekend.

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