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Rivian could be facing supplier skepticism, Scaringe believes some are holding back
Rivian could be facing skepticism from suppliers as it continues to ramp production of its electric vehicles. CEO RJ Scaringe recently admitted that sourcing parts from suppliers is a frustrating process, and even went as far to say that some companies could be holding back on Rivian, allocating parts to larger, proven companies.
Rivian has been dealing with the incredibly difficult process of ramping the production electric vehicles, and the climate of the global supply chain has only added several more hoops and hurdles for the automaker to jump through and over. In an interview with the New York Post, Scaringe detailed the incredibly difficult process of supplying necessary parts, like semiconductors, to its factory. Skeptical of younger, less developed companies, Scaringe said suppliers will not send the necessary number of parts that it needs to ramp production to previously-announced targets.
Rivian announces release of Q1 2022 results and earnings call for May 11
“I have to call up semiconductor supplier Y and say this is how many Supplier X gave us, and get everybody comfortable because the system’s unproven,” Scaringe said. He went on to add that he believes some suppliers might be holding back, questioning whether the automaker is using the semiconductor shortage as an excuse to cover up production ramp issues. “It’s really frustrating,” Scaringe added.
According to industry experts, parts allocation to larger automakers is definitely present in some instances. There are companies producing millions of cars a year that can pay for a substantial amount of parts at once. Meanwhile, the scrappy up-and-comers in the industry, like Rivian, face a skeptical tone when dealing with suppliers.
“There is certainly allocation,” Dan Hearsch of AlixPartners said. Suppliers may question the validity of some automakers, effectively stating, “Are you guys for real?” Meanwhile, companies that have massive production volume will receive a year’s worth of chips in a single transaction.
Rivian said in its most recent 10-K filing with the SEC that it expects to deal with “continuing losses for the foreseeable future.”
“If we are ever to achieve profitability, it will be dependent upon the successful development and commercial introduction and acceptance of our consumer vehicles, such as the R1T and R1S, our commercial fleet vehicles, such as the EDV, and our services, which may not occur,” Rivian said. It also stated in its Q4 2021 Shareholder Deck that supply chain bottlenecks would persist throughout the year.
“Our path to EV leadership won’t be easy,” Rivian said in its Shareholder Deck. “In the immediate term, we are not immune to the supply chain issues that have challenged the entire industry. Those issues, which we believe will continue through at least 2022, have added a layer of complexity to our production ramp-up.”
Rivian has plans to open a new production facility in Georgia, as well as expand its current manufacturing buildout and begin alleviating its reliance on suppliers. “Long term, we envision a world where we will make some of our own cells, (and) we’ll purchase cells from great partnerships we have,” Scaringe said recently. “Those two are by no means mutually exclusive.”
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Tesla to open first India experience center in Mumbai on July 15
The event is scheduled for July 15 at the Bandra Kurla Complex, a premier business district in Mumbai.

Tesla is officially entering India with the opening of its first showroom and experience center in Mumbai next week. The event is scheduled for July 15 at the Bandra Kurla Complex, a premier business district in Mumbai.
Tesla imports to India signal an early-stage market entry strategy
According to Indian customs data, Tesla has imported approximately $1 million worth of vehicles, charging equipment, and merchandise into the country between January and June. The shipments include six Model Y comprised of five standard variants valued at $32,500 each and one long-range model valued at $46,000. Several Superchargers and related accessories were also imported into the country, as noted in a Yahoo Finance report.
These vehicles are expected to serve as display models and test units as Tesla gauges interest and navigates India’s high import duties, which hover around 70% on fully built vehicles. Despite the significant tariffs in the country, Tesla has opted to begin its India expansion with imported cars.
An invitation to the Tesla India launch event has been making the rounds online. As could be seen in the document, Tesla noted that July 15 would be the launch of Tesla in India through the opening of a Tesla experience centre at Bandra Kurla Complex in Mumbai.
Tesla India’s hiring and expansion efforts are underway
Tesla has filled a number of key roles from the 30+ positions it advertised earlier this year. Recent hires include store managers, service executives, and sales staff, while ongoing recruitment is focused on supply chain engineers and vehicle operators to support the company’s Autopilot program.
Indian officials have been open about their intention to encourage Tesla to establish a manufacturing hub in the country. Tesla does seem open to the idea, at least, with reports last year hinting that Elon Musk was set to visit the country to discuss or even potentially announce a domestic project. The trip, however, was ultimately canceled.
News
Tesla begins Robotaxi certification push in Arizona: report
Tesla seems serious about expanding its Robotaxi service to several states in the coming months.

Tesla has initiated discussions with Arizona transportation regulators to certify its driverless Robotaxi service in the state, as per a recent report from Bloomberg News. The move follows Tesla’s launch of its Robotaxi pilot program in Austin, Texas, as well as CEO Elon Musk’s recent comments about the service’s expansion in the Bay Area.
The Arizona Department of Transportation confirmed to Bloomberg that Tesla has reached out to begin the certification process for autonomous ride-sharing operations in the state. While details remain limited, the outreach suggests that Tesla is serious about expanding its driverless Robotaxi service to several territories in the coming months.
The Arizona development comes as Tesla prepares to expand its service area in Austin this weekend, as per CEO Elon Musk in a post on X. Musk also stated that Tesla is targeting the San Francisco Bay Area as its next major market, with a potential launch “in a month or two,” pending regulatory approvals.
Tesla first launched its autonomous ride-hailing program on June 22 in Austin with a small fleet of Model Y vehicles, accompanied by a Tesla employee in the passenger seat to monitor safety. While still classified as a test, Musk has said the program will expand to about 1,000 vehicles in the coming months. Tesla will later upgrade its Robotaxi fleet with the Cyercab, a two-seater that is designed without a steering wheel.
Sightings of Cybercab castings around the Giga Texas complex suggests that Tesla may be ramping the initial trial production of the self-driving two-seater. Tesla, for its part, has noted in the past that volume production of the Cybercab is expected to start sometime next year.
In California, Tesla has already applied for a transportation charter-party carrier permit from the state’s Public Utilities Commission. The company is reportedly taking a phased approach to operating in California, with the Robotaxi service starting with pre-arranged rides for employees in vehicles with safety drivers.
News
Tesla sets November 6 date for 2025 Annual Shareholder Meeting
The automaker announced the date on Thursday in a Form 8-K.

Tesla has scheduled its 2025 annual shareholder meeting for November 6, addressing investor concerns that the company was nearing a legal deadline to hold the event.
The automaker announced the date on Thursday in a Form 8-K submitted to the United States Securities and Exchange Commission (SEC). The company also listed a new proposal submission deadline of July 31 for items to be included in the proxy statement.
Tesla’s announcement followed calls from a group of 27 shareholders, including the leaders of large public pension funds, which urged Tesla’s board to formally set the meeting date, as noted in a report from The Wall Street Journal.
The group noted that under Texas law, where Tesla is now incorporated, companies must hold annual meetings within 13 months of the last one if requested by shareholders. Tesla’s previous annual shareholder meeting was held on June 13, 2024, which placed the July 13 deadline in focus.
Tesla originally stated in its 2024 annual report that it would file its proxy statement by the end of April. However, an amended filing on April 30 indicated that the Board of Directors had not yet finalized a meeting date, at least at the time.
The April filing also confirmed that Tesla’s board had formed a special committee to evaluate certain matters related to CEO Elon Musk’s compensation plan. Musk’s CEO performance award remains at the center of a lengthy legal dispute in Delaware, Tesla’s former state of incorporation.
Due to the aftermath of Musk’s legal dispute about his compensation plan in Delaware, he has not been paid for his work at Tesla for several years. Musk, for his part, has noted that he is more concerned about his voting stake in Tesla than his actual salary.
At last year’s annual meeting, TSLA shareholders voted to reapprove Elon Musk’s compensation plan and ratified Tesla’s decision to relocate its legal domicile from Delaware to Texas.
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