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Rivian Starts R2 Deliveries and Casts Model as Key to Scaling

Success of the cheaper R2 Performance trim will determine whether Rivian can scale production to meet its 2026 guidance or reach 300,000 units by 2028.

Overview

  • Rivian, which began customer deliveries of the R2 Performance trim on Tuesday, is currently shipping only the $57,990 Performance version while the Premium and lower‑cost Standard trims are scheduled for later in 2026 and into 2027.
  • CEO RJ Scaringe said low U.S. EV uptake reflects a shortage of compelling choices rather than anti‑EV sentiment and pointed to Tesla’s Model 3 and Model Y dominating roughly half of U.S. EV sales.
  • Management reiterated 2026 delivery guidance of 62,000–67,000 vehicles and said the company is targeting 300,000 annual units by 2028 as the scale needed to move toward sustainable profitability.
  • Rivian has equipped R2s with Autonomy+‑capable hardware but plans to roll out software and full features in stages, and the company says follow‑on models such as the R3/R3X are contingent on the Georgia plant ramp and likely around 2028.
  • Analysts say the R2’s market reception and the speed of Rivian’s factory ramp will directly affect the company’s path to profit and the affordability of EV options for U.S. buyers.