The EV Bloodbath Just Got Worse

Rivian just dropped a BOMBSHELL that should terrify every EV investor. The electric truck maker is slashing delivery targets by 10-20% – all thanks to Trump’s trade war chaos. This isn’t just a minor adjustment – it’s a full-blown retreat.

“Changes to government policies and regulations, and a challenging demand environment could threaten demand for our vehicles.”

Rivian Investor Warning, February 2025

The Numbers Don’t Lie

• 40,000-46,000 vehicles – New 2025 delivery target (down from 46,000-51,000)
• $1.8B-$1.9B – Revised capital expenditures (up from $1.6B-$1.7B)
• $540M net loss – Just in Q1 2025 alone

Domino Effect Across the Auto Industry

Rivian isn’t alone in this fight. The tariff tsunami is wiping out guidance across the board:

• Ford: $2.5B in expected tariff costs
• GM: $5B projected impact

The EV Tax Credit Time Bomb

Here’s the NUCLEAR scenario nobody’s talking about – what happens if Trump kills the $7,500 EV tax credit? That move could send Rivian’s numbers from bad to catastrophic.

Silver Lining or Fool’s Gold?

While Rivian posted $206M gross profit last quarter, don’t be fooled. The company is still bleeding cash with:

• 8,640 deliveries (down from 12,415 in Q1 2024)
• Automotive revenue crashing to $922M (from $1.12B)

“The R2 SUV can’t come soon enough – but 2026 might be too late.”

Industry Analyst

The Bottom Line

Rivian is caught in the perfect storm: shrinking demand, skyrocketing costs, and political uncertainty. The company’s survival now depends on navigating these whitewater rapids until their more affordable R2 arrives in 2026. One thing’s certain – the EV revolution just hit MAJOR turbulence.