Are you on Team Bollinger or Team Rivian?

[aerohead]

Originally Posted by JSH

What is so morally objectional about Bollinger?

For the time being, I'll just have to leave it to speculation. I don't feel free to express my honest thoughts about such things. I did feel compelled to cast my veto though.

[ME_Andy]

Is it more than the blatant disregard for efficiency?

[JSH]

Originally Posted by freebeard

Isn't Bollinger the one that has a dog-house door under the dashboard?

Yes. They have a full pass-through and are targeting the Class 3 - Class 5 market.

[freebeard]

Not a doggo owner, but that would seal the deal for me.

[samwichse]

Originally Posted by aerohead

I've been using 'Watt-guzzler.'

"Watt waster" has that nice alliteration tho

[Hersbird]

Rivian has started to piss me off. They go into retail production, build a handful for customers just to claim first BEV pickup and now are switching back to build the 100,000 Amazon delivery vans. So congratulations to those 10 customers, by the time anyone else gets one Ford will have 150,000 Lightnings in customer hands.

[JSH]

Originally Posted by Hersbird

Rivian has started to piss me off. They go into retail production, build a handful for customers just to claim first BEV pickup and now are switching back to build the 100,000 Amazon delivery vans. So congratulations to those 10 customers, by the time anyone else gets one Ford will have 150,000 Lightnings in customer hands.

What gives you the idea that they aren't going to continue to build trucks at the same time as the vans?

Their contract with Amazon is for 100K vans over 10 years with the first 10,000 due by the end of 2022. That isn't a lot of vehicles to keep an auto plant going - only about 35 a day through the end of 2022 (assuming 6 weeks of shutdown)

EDIT: After reading the Bloomberg article that touched this off two thing are important.

1. Rivian's CEO said the truck will be produced at a steady but modest volume. What does modest mean?
2. Rivian's CEO said it would take two years to build the vehicles they have orders for. 50,000 orders / 2 - 25,000 trucks per year.

So if those number hold that means they will be building twice as many trucks as vans.

[Hersbird]

Originally Posted by JSH

What gives you the idea that they aren't going to continue to build trucks at the same time as the vans?

Their contract with Amazon is for 100K vans over 10 years with the first 10,000 due by the end of 2022. That isn't a lot of vehicles to keep an auto plant going - only about 35 a day through the end of 2022 (assuming 6 weeks of shutdown)

EDIT: After reading the Bloomberg article that touched this off two thing are important.

1. Rivian's CEO said the truck will be produced at a steady but modest volume. What does modest mean?
2. Rivian's CEO said it would take two years to build the vehicles they have orders for. 50,000 orders / 2 - 25,000 trucks per year.

So if those number hold that means they will be building twice as many trucks as vans.

But they also said they will be "concentrating" on the vans. Making more pickups than vans doesn't sound like concentrating on vans. I think they could make 50,000 pickups in 2 years, say 10,000 in 2022 and 40,000 in 2023, but I bet you don't see them make more than 5,000 any year going forward. I bet 2022 it will be all they can do to get the first 10,000 vans done on time. Even Ford says it will be all they can do to make 18000 Lightnings the first year and they have been at this awhile now.

[cRiPpLe_rOoStEr]

Originally Posted by JSH

They have a full pass-through and are targeting the Class 3 - Class 5 market.

That stripped chassis might be suitable to those stereotypically American walk-thru vans.

[JSH]

Originally Posted by Hersbird

But they also said they will be "concentrating" on the vans. Making more pickups than vans doesn't sound like concentrating on vans. I think they could make 50,000 pickups in 2 years, say 10,000 in 2022 and 40,000 in 2023, but I bet you don't see them make more than 5,000 any year going forward. I bet 2022 it will be all they can do to get the first 10,000 vans done on time. Even Ford says it will be all they can do to make 18000 Lightnings the first year and they have been at this awhile now.

They said they are concentrating on getting 300 vans finished by the end of the year. I read it as they still have a lot to finish up before the vans can go into production so that is what their engineers will be focused on.

The F150 Lightening isn't scheduled to start production until mid-2022 so of course 2022 production will be lower.