Unfortunately, the WSJ article is behind a paywall, so I couldn't see what they wrote. If they did in fact state that the 25k figure was only for R1 production, it would seem to contradict what was in the March
Rivian Shareholder Letter (excerpt below - bold added).
Over the course of fiscal year 2022, we plan to remain focused on ramping up
production of both the R1 and RCV lines in Normal, as well as investing in our
technology and product portfolio for future growth. We believe that throughout
2022, the supply chain will be a fundamental limiting factor in our total output
for the Normal Factory and that our manufacturing equipment and processes
would have the ability to produce enough vehicles to deliver over 50,000
vehicles across our R1 and RCV platforms in 2022 if we were not constrained by
our supply chain. Our confidence comes from the demonstrated performance
of our processes and equipment which is in line with our expectations. Despite
this, due to the supply chain constraints currently visible to us, we believe we
will have sufficient parts and materials to produce 25,000 vehicles across our
R1 and RCV platforms in 2022. We continue to work with suppliers and look for
engineered solutions to help us combat any anticipated supply chain issues.
While we don't know how many EDV's Rivian plans to build this year, 10,000 is not an unreasonable guess given that we do know they have a 10-year, 100,000 unit contract in place with Amazon. It may well be less than 10k, but regardless of what it eventually turns out to be, it looks certainly like R1 production will be less than 25,000 for 2022.