News
Rivian is prioritizing its Amazon delivery vans over R1T production: report
The production and impending deliveries of the Rivian R1T may be catching most of the electric vehicle community’s attention these days, but it appears that the truck maker may actually have a different priority in the near term. As per a recent report, Rivian is prioritizing the production of Amazon’s electric delivery van rather than the R1T pickup and the R1S SUV.
A Bloomberg report noted that Rivian CEO RJ Scaringe has decided to focus Rivian’s production capabilities on its Amazon delivery van project, citing people familiar with the matter. The publication’s sources claimed that the CEO is looking to build about 300 Electric Delivery Vans (“EDV”) by the end of this year, with the first 10,000 units due by the end of 2022. The entire 100,000 order is expected by the end of the decade. In comparison, R1T production is anticipated to run “at a trickle,” at least in the near term.
Prioritizing Amazon delivery van production seems to be a strategic decision for Rivian. After all, having Amazon as a customer is a notable advantage in the electric vehicle sector. Without its Amazon delivery vans, sources reportedly familiar with Rivian’s finances have told Bloomberg that it would be extremely challenging to hit the company’s target valuation of $80 billion when it goes for its initial public offering.
Rivian’s recent S-1 filing with the US Securities and Exchange Commission all but highlighted the close relationship between the electric vehicle company and the e-commerce giant. As per the filing, Amazon will have exclusive rights to Rivian’s Electric Delivery Vans for four years following the delivery of the first van. Amazon gets the right of first refusal to purchase the vans for two years after that point.
“Under the EDV Agreement, we and Logistics have agreed to collaborate to design, develop, manufacture, and supply EDVs and/or certain component parts and related services for use in Amazon’s last mile delivery operations. We also have agreed under the EDV Agreement that until the fourth anniversary of when Logistics first receives EDVs (the “Initial Delivery Date”), whether or not Logistics purchases any EDVs from us, we will exclusively provide last mile delivery vehicles to Amazon, and from the fourth anniversary to the sixth anniversary of the Initial Delivery Date, Amazon will have a right of first refusal to purchase last mile delivery vehicles that we produce,” the S-1 filing noted.
Rivian’s focus on the Amazon delivery van does not come without risks for the electric truck maker. In a statement to the publication, Ross Gale, a New Jersey-based car collector and business owner, noted that the Launch Green Rivian R1T he ordered last November is an exciting vehicle. However, the communication from the company so far has been quite lacking. “I 100% believe in the product, having never seen one, having never touched one. But I am annoyed with the failure to meet promises. I mean, just be honest. Tell us what you’re doing,” Gale said.
-->So far, Rivian has reportedly received refundable deposits for 48,390 R1T and R1S vehicles. This is a relatively conservative number, at least when compared to the Ford F-150 Lightning, which has received over 150,000 non-binding reservations to date. Unofficial trackers for Tesla Cybertruck orders currently estimate over a million pre-orders for the upcoming vehicle. However, the Rivian R1T and R1S are both premium trucks, which means that they are targeting a different demographic than the F-150 Lightning or the Cybertruck. RJ Scaringe is looking to create the Patagonia of trucks with Rivian, and for such a goal, 48,390 R1T and R1S reservations is not bad to start at all.
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Tesla Model Y demand in China is through the roof, and new delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025.
The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV 4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
However, Tesla has been kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else. Demand has been strong for the Model Y in China; it ranks in the top 5 of all EVs in the country, trailing the BYD Seagull, Wuling Hongguang Mini EV, and the Geely Galaxy Xingyuan.
The other three models ahead of the Model Y are priced substantially lower.
Tesla is still dealing with strong demand for the Model Y, and the company is now pushing delivery dates to early 2026, meaning the vehicle is sold out for the year:
NEWS: New orders for all four Tesla Model Y trims in China are now officially sold out for 2025, as the factory’s remaining production capacity for the year has been fully allocated.
Estimated delivery dates for new orders now show January-February 2026. pic.twitter.com/Dfnu7yY58N
— Sawyer Merritt (@SawyerMerritt) December 1, 2025
Tesla experienced a 9.9 percent year-over-year rise in its China-made EV sales for November, meaning there is some serious potential for the automaker moving into next year despite increased competition.
There have been a lot of questions surrounding how Tesla would perform globally with more competition, but it seems to have a good grasp of various markets because of its vehicles, its charging infrastructure, and its Full Self-Driving (FSD) suite, which has been expanding to more countries as of late.
Tesla Model Y is still China’s best-selling premium EV through October
Tesla holds a dominating lead in the United States with EV registrations, and performs incredibly well in several European countries.
With demand in China looking strong, it will be interesting to see how the company ends the year in terms of global deliveries.
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla Model Y demand in China is through the roof, new delivery dates show
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
