Rivian just had its best commercial van quarter ever and it barely made a ripple. More than double the sales year over year, and the conversation is still almost entirely R2. The van is holding the floor while the new stuff finds its footing, and it's not getting nearly enough credit for it.
Rivian's R1 color palette has been quietly shrinking for two years, and the options disappearing aren't the boring ones. Compass Yellow, Limestone, El Cap Granite, and a too-brief run of Borealis are all gone, replaced by another shade of grey. Here's a look at what we've lost and where things stand today.
Rivian and Redwood Materials are deploying a 10 megawatt-hour battery energy storage system at the Normal, Illinois plant, powered by more than 100 second-life Rivian battery packs. It's the largest repurposed battery energy storage system at any U.S. auto manufacturer, and it's designed to cut energy costs by reducing how much grid power the factory needs during peak demand.
Rivian has added Half Moon Grey to the R1 lineup, a new color that debuted at last month's R2 Block Party event and is now available for the R1T and R1S. It replaces El Cap Granite, which was discontinued in February.
The R2 is actually happening. Omar, a Rivian employee, posted a photo on LinkedIn showing R2 bodies moving through the assembly line in Normal, Illinois, and our sources tell us select Rivian executives took delivery of real production R2s as early as last week and are already driving them around.
