Company Overview
American EV manufacturer producing the R1T pickup truck and R1S SUV, with a significant commercial van partnership with Amazon for 100,000 electric delivery vehicles.
Commodity Exposures
Price Sensitivity
As a pure-play EV manufacturer, Rivian has among the highest commodity intensity per unit of revenue in the auto industry. Each R1T/R1S contains a massive 135 kWh battery pack requiring significant lithium, nickel, and cobalt. Rivian's pre-revenue scaling phase means commodity cost fluctuations have an outsized impact on margins as the company works toward profitability.
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