Rivian Faces $100 Million Revenue Hit From Fuel Economy Rule Changes

Rivian says it is losing about $100 million in revenue after the Trump administration rolled back fuel economy penalties and paused the paperwork needed for selling regulatory credits. These credits, sold to automakers that fail to meet fuel efficiency rules, have been a steady income source for EV makers like Rivian, Lucid, and Tesla.

The National Highway Traffic Safety Administration says it will resume issuing compliance letters after reworking Corporate Average Fuel Economy standards, but hasn’t given a timeline. Rivian says it had credit deals ready to go but can’t finalize them, and it now expects no credit revenue for the rest of 2025.

The freeze hurts EV makers but benefits traditional automakers like GM and Ford, which have spent billions buying credits in recent years.

Source: The Wall Street Journal