Rivian’s best guess for sales 2025 is a 16% drop from last year

Rivian is now expecting to deliver more than 43,500 electric vehicles by the end of 2025, which will represent nearly 16% of last year’s sales.

The company announced The new guidance for investors on Thursday along with production and delivery data for the third quarter of this year. Rivian deliveries saw 13.201 vehicles go from 10,661 and 8,640 to the second and first quarters, respectively. The company also created 10,720 EV in the quarter.

This is a good recovery from a slow start to the year. But the company has now confirmed that this year he will see fewer Rivian vehicles than 2024 and In 2023, when it moved just over 50,000 electric vehicles.

Rivian’s race to grow sales is at a critical time for the company. It is in the middle of the preparation to start what is supposed to be the most affordable – and the most popular – vehicle next year, the R2 SUV. The company expects to build and sell hundreds of thousands of them and has spilled capital into the extension of the regular Illinois plant to build them. Rivian has also broken the ground at a brand new factory in Georgia, where he will build the R2 and his Hatchback brother, the R3.

Rivian came this year optimistic could match the sales of 2024telling investors that he is expected to deliver between 46,000 and 51,000 vehicles. Rivian sold 51,579 vehicles in 2024.

But by May, as President Trump applied sweeping and often changing invoices, the company reduced its estimation, saying it would deliver between 40,000 and 46,000. Rivian then said that the reason for the fall was “evolving trade regulation, policies, invoices and the overall impact that these elements may have on emotion and demand for consumers”.

The company “decreased” on Thursday to 41,500 and 43,500 vehicles.

Electric vehicles spend a difficult time in the US, especially as Trump’s administration is becoming increasingly hostile to electric vehicles and renewable energy. The main automakers play. Most have been delayed or canceled plans for New HSs and have also expressed support for the administration’s attempt to overturn the emission regulations.

However, most of these same automakers saw a huge boost to EV sales during the third quarter of this year, as customers rushed to benefit 7,500 EV federal credit credit. The collapse of credit was such a powerful motivation that it helped Tesla deliver a number of records.

Rivian may not have enjoyed the same credit phase rush with other automakers, since the company’s vehicles were only Eligible to subsidize if they were rented.

Still, Rivian’s CEO RJ Scaringe expressed optimism about the chances of his company in a world after credit. Speaking to Insideevs in AugustScaringe said he believed that some automakers were turning to the market with EVS losing money to obtain regulatory credits that could sell in competition. Without the federal subsidy, this game is becoming a lost proposal, he said.

“What I think will happen as we play the rest of the 2020s, as by 2029, 2030, are going to have a kind of vacuum competition, and companies focusing on Pure-Play-Rivian, Tesla, there are not many-because they are fully and fully focused on electrode, they will have a minute.”