[St00k]

A few folks so far. We need to build this out. It's a pretty cool concept.

 

[Administrator]

And it's changing

 

[St00k]

Looks like the map has a new format now. And Colorado is leading the way

 

[R99]

Looks like the map has a new format now. And Colorado is leading the way

View attachment 5837

Looks like it's a tie now between Colorado and California. There's also a decent size in Idaho and Massachusetts now.

 

[O. horridus]

With a maximum value of 5 deliveries in any state, there is no statistically significant conclusion you can draw from this data yet. Other than you've had a few more respondents from Colorado and California than from other states. (And why is Nebraska's value displayed on the state line instead of the center of the state like all the others?)

 

[St00k]

With a maximum value of 5 deliveries in any state, there is no statistically significant conclusion you can draw from this data yet. Other than you've had a few more respondents from Colorado and California than from other states. (And why is Nebraska's value displayed on the state line instead of the center of the state like all the others?)

It's a race... haha.
It'll be interesting to see once the data builds.

 

[JGard]

Based on all the threads I've been following on here, the other forum, and Reddit, it seems pretty clear that WA, CA, and CO are leading the charge by a large margin

 

[St00k]

Looks like California is currently in the lead now.

 

[David G.]

So are the VIN numbers sequentially for each Rivian line of vehicles? In other words it looks like Rivian trucks are at or almost at 7000 VIN. Does that mean there are vehicles 0001-7000 are all trucks? And that the R1S would have its own set from 0001-etc? And the Amazon vans would have it's own set? Or are they all combined so there could be a truck with VIN 6909, and R1S at VIN 6910, and a van 6911? Thanks...not a VIN expert. Just trying to figure out how Rivian production is going in the weeks and months ahead. Especially when they add a second shift.

 

[EveryAmp]

Updated ours with another California delivery. Nice to see the steady incline in delivery rates as well!

 

[JRRamsland]

So are the VIN numbers sequentially for each Rivian line of vehicles? In other words it looks like Rivian trucks are at or almost at 7000 VIN. Does that mean there are vehicles 0001-7000 are all trucks? And that the R1S would have its own set from 0001-etc? And the Amazon vans would have it's own set? Or are they all combined so there could be a truck with VIN 6909, and R1S at VIN 6910, and a van 6911? Thanks...not a VIN expert. Just trying to figure out how Rivian production is going in the weeks and months ahead. Especially when they add a second shift.

Generally yes VINs are sequential. Depending on the manufacturer they might not be build-sequential, but could be order sequential, but based on how it seems like Rivian is doing things, I expect they are build-sequential.

I was actually just looking for info about the most recent VINs to get an idea of production rate. It'll be interesting to see how this ramps. Based on the most recent guidance from Rivian I expect it's somewhere in the range of 2000 - 3000 trucks per month, so theoretically we should be looking at 9k to 10k VINs around the start of July.

 

[kizamybute']

L.A. California. I consider myself to be one of the fortunate ones as I only ordered May, 2021 and got the truck in 13 months. Was willing to flex on my configuration and eventually selected a pre-built truck that apparently was a cancelled order. Per Rivian, being in an area that has service centers ready to go is one of the big factors

In addition, I was one that immediately cancelled my order when Rivian pulled the price hike stunt on everyone. Fortunately, many others did as well. Got my original order restored. Being that I was late to order, I had ordered an Adventure package as the Launch Edition was no longer available when I did order. However, having chosen a truck from inventory, I ended up with a Launch Edition version after all. Because the Launch Edition included a free upgrade on wheels and a couple of other things, my price actually went down by about $1,500 from my configuration, yet got more.

Best part of it though was that the inventory truck had the Forest Edge interior. I was afraid of it at the time I ordered because it was considered to be "green", but, having seen one at the First Mile Event last year, realized it was actually a gray interior. Absolutely LOVE IT. Just an ever so slight tint of green comes through, but only in direct sunlight. Otherwise, it's a gray interior.

 

[Yossarian]

Generally yes VINs are sequential. Depending on the manufacturer they might not be build-sequential, but could be order sequential, but based on how it seems like Rivian is doing things, I expect they are build-sequential.

I was actually just looking for info about the most recent VINs to get an idea of production rate. It'll be interesting to see how this ramps. Based on the most recent guidance from Rivian I expect it's somewhere in the range of 2000 - 3000 trucks per month, so theoretically we should be looking at 9k to 10k VINs around the start of July.

I don't think we'll have a handle on production and deliveries until the next Earnings Call, which I believe is 11 Aug.

During the May earnings call, RJ said that Rivian was on course to hit their revised annual production forecast; for the R1, that is 15,000 units. Later in the call, CFO Claire McDonough said that they produced 2,553 vehicles and delivered 1,227. It wasn't clear if those figures were all R1's or if EDV's were included in the numbers. If the figures were all R1's, that means Rivian plans to produce about 12,450 over the balance of the year (the next three quarters) which is an average of 1,383/month.

I admire the optimism, but given the Q1 results and forecast, it seems unlikely that R1 production is even up at the 2,000/month mark, let alone 3,000. You never know though, and I'd be happy to be wrong. Hopefully we find out in August.

 

[Ben10]

Updated with a Texas delivery from last week.