rivian r2 has entered volume, saleable production at Rivian’s Normal, Illinois plant, the company said, coming days after an EF-1 tornado damaged Building 2’s roof and walls.
The first trim off the line is the Performance Launch Edition priced at $57,990, with customer deliveries expected later this spring.
Rivian produced 10,236 vehicles and delivered 10,365 in the latest quarter, with all units coming from R1 trucks, SUVs and commercial vans built at Normal.
Production fell 29.9 percent year over year as the factory retooled ahead of R2, while deliveries rose 20.0 percent from the comparable prior quarter, the company said.
The automaker reaffirmed its full year delivery guidance of 62,000 to 67,000 vehicles, implying an average of roughly 17,200 to 18,900 vehicles per quarter over the remaining nine months.
Rivian said it is expanding the plant’s annual capacity from 150,000 to 215,000 vehicles and is preparing to add a second shift to the new R2 line.
Auto Production Trends And Other EV Makers
The Federal Reserve’s G.17 Industrial Production and Capacity Utilization report showed manufacturing output rose 0.6 percent in the month and factory production advanced 1.3 percent year over year.
Motor vehicle output increased 3.7 percent, and motor vehicle assemblies reached a seasonally adjusted annual rate of 10.69 million units, the highest monthly figure since mid‑2025, the report said.
The report noted assemblies climbed from a trough of 9.58 million units, and that total assemblies averaged 10.33 million SAAR in the most recent quarter compared with 9.73 million in the prior quarter.
Light trucks accounted for roughly 86 percent of total assemblies, running at 9.18 million units, while auto assemblies held near 1.27 million, with combined auto and light‑truck assemblies at 10.45 million units.
The G.17 data covers the full US production universe, both internal combustion and electric vehicles, but does not break out EV specific assemblies.
Tesla produced 408,386 vehicles globally and delivered 358,023 in the latest quarter, leaving a production‑delivery gap of more than 50,000 units, company figures show.
Nearly all of Tesla’s excess sat in the Model 3 and Model Y category, where production of 394,611 outpaced deliveries of 341,893 by roughly 53,000 units, the company reported.
During its latest earnings call the company said it is winding down Model S and Model X production at Fremont to retool the factory for Optimus manufacturing, preparing more affordable trims of Model 3 and Model Y, and rolling out new Model Y variants outside China.
Tesla also said it reached its highest first‑quarter order backlog in two years and raised capital expenditure guidance to more than $25 billion, noting Cybercab and Semi production started in late April with volume expected later this year.
Lucid produced 5,500 vehicles in the latest quarter and delivered 3,093 after a 29‑day stop‑sale on the Gravity SUV following a recall of 4,476 units built before mid‑February.
The defect involved improperly welded second‑row seat belt anchor brackets by supplier Camaco, which forced Lucid to reinforce or replace affected seats, the company said.
Lucid’s recent production run brought its cumulative total to 47,977 units, and the company built another 2,023 units in the first part of the next quarter, surpassing 50,000 vehicles produced.
Lucid guided for production of 25,000 to 27,000 vehicles for the year, a company estimate described as conservative by its CFO, and said the Gravity SUV will account for most output while Cosmos production is planned to begin at AMP‑2 by year end.
