mkg3
Well-Known Member
Holistically, I agree with you.I'm not saying that it's only competing against the Model Y. What I'm saying is that it will have similar characteristics to the Model Y, and if you're analyzing the market and it's the closest comp, you can see that there is ample room in the market to be successful.
I think for the R2 you'll have people who are cross shopping Subaru Outback/Forester, Jeep Grand Cherokee, Ford Bronco Sport, Tesla Model Y, and maybe Mazda CX-50. There's plenty of room in that market IMO and when compared to those vehicles the overall driving experience will be compelling enough to sell as many as they can make.
Practically, R2 is in less than ideal situation:
1) EV tax credit - gone
2) Service Center limitations compared to dealership network
3) Manufacture incentives and the ability to undercut Rivian on price, transaction to transaction
4) Lack of knowledge of EV ownership at the lower price point
R2 will sell. The question is just how well will it sell.
Without any key advantage/discrimator, R2 is just another mid-sized eSUV. So it become solely a competition of intangibles like styling and preferences.
Unless one is BEV only or loving Rivian brand, all those others that you've listed provides easier ownership for most families, including lower insurance costs compared to BEVs.
The lower one goes into price point, higher the cost consideration becomes to the potential buyers. One cannot apply some of same assumptions to a completely different market segment.
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