Rivian has delayed the initial deliveries of its first-ever electric car, the R1T pickup truck, from July until September, an email from CEO RJ Scaringe to reservation holders says.
In an email to Rivian reservation holders from Scaringe, the CEO indicates that “cascading impacts of the pandemic have had a compounding effect greater than anyone anticipated.” Scaringe explained that the impacts had affected everything from the construction of its Normal, Illinois, facility to the widespread semiconductor shortage.
“Everything from facility construction to equipment installation, to vehicle component supply (especially semiconductors) has been impacted by the pandemic. Beyond these unforeseen challenges, launching three new vehicles while setting up a multi-vehicle manufacturing plant is a complex orchestra of coordinated and interlinked activities where small issues can translate into ramp delays.” Scaringe wrote in the email.
Additionally, the Rivian CEO indicated that R1T deliveries have been pushed back to September. R1S SUV deliveries will begin “shortly thereafter,” the email says.
“We know you can’t wait to get behind the wheel of your vehicle. Earlier this summer, we announced that deliveries would begin in July; however, the timing for the first deliveries of the R1T has shifted to September, with the R1S shortly thereafter in the fall. I wanted to be sure you heard this from me directly.”
As of now, Rivian has two operating production lines at the Illinois production plant: one for the R1T and R1S and another for the commercial vans it is producing for companies like Amazon.
“Our plant in Normal, IL has two separate production lines currently producing vehicles, one for the R1 vehicles (initially R1T and R1S) and one for our commercial vans. We have now built hundreds of vehicles as part of our validation process, with many of those spotted out in the wild covered in unique vinyl wraps,” Scaringe added. According to the email, some reservation holders have asked why these vehicles aren’t being delivered. Scaringe says that the company’s long-term success and consumer satisfaction depend on quality and robustness. These vehicles are made for testing and not for owners to have, as Rivian could still be making minor adjustments to its first vehicles.
Rivian has been working toward initial deliveries for some time. Last year, the entire operation of manufacturing the first production builds of its vehicles was delayed by the COVID-19 pandemic. With the delivery date for some reservation holders set for July, owners will have to wait a few more months for Rivian to iron out the final touches of its vehicles. The semiconductor shortage has affected many manufacturers, and it is something that comes at the worst time as Rivian is forced to push back deliveries until September at the earliest.
The full email is available below.
“Hello –
I am writing this letter from our Normal, IL manufacturing plant where our teams are working around the clock to ramp production of our R1T, R1S and commercial vans. It is amazing to see the plant come to life through the work of so many passionate team members. As I’ve watched our team grow to more than 7,000 people, I’ve also witnessed the excitement from our supporters stretch even greater. Whether you were among our first reservation holders or you’re new to the community, thank you for putting your trust in us and showing so much enthusiasm for our products. We know you can’t wait to get behind the wheel of your vehicle. Earlier this summer, we announced that deliveries would begin in July; however, the timing for the first deliveries of the R1T has shifted to September, with the R1S shortly thereafter in the fall. I wanted to be sure you heard this from me directly. There are many reasons why our production ramp is taking longer than expected. The cascading impacts of the pandemic have had a compounding effect greater than anyone anticipated. Everything from facility construction, to equipment installation, to vehicle component supply (especially semiconductors) has been impacted by the pandemic. Beyond these unforeseen challenges, launching three new vehicles while setting up a multi-vehicle manufacturing plant is a complex orchestra of coordinated and interlinked activities where small issues can translate into ramp delays. Our plant in Normal, IL has two separate production lines currently producing vehicles, one for the R1 vehicles (initially R1T and R1S) and one for our commercial vans. We have now built hundreds of vehicles as part of our validation process, with many of those spotted out in the wild covered in unique vinyl wraps. I have been asked why we aren’t delivering those vehicles or why we continue to test rather than deliver. We believe it is critical to both our long-term success and your ultimate satisfaction that the quality and robustness of our launch products truly sets the tone for what to expect from us as a brand. I have spoken with a number of you and know we need to do a better job at communicating specifics around deliveries. Our Guides will continue reaching out to schedule deliveries and will be there for any questions throughout the process. We are also preparing for a multi-city, multi-format drive program set to roll out in September. You’ll start to see Rivian charging sites and service centers being built in your local communities; and as we head into the end of the year, you’ll also start to see events, programs and spaces where we’ll be able to bring our Rivian community together. Lastly, I have spent a lot of time in the R1T and R1S in just about every conceivable environment, and I am excited for you to experience the combination of refinement, capability and performance – it will be worth the wait! You’ll be hearing more from us over the coming weeks with additional updates and progress. Thanks again for your support and being on this adventure with us.
RJ”
Tesla’s Austin Gigafactory is reportedly shifting to round-the-clock vehicle production through the end of 2026, according to longtime drone observer Joe Tegtmeyer.
In his November 2 update, Tegtmeyer, widely regarded as one of the most reliable independent sources on Giga Texas activity (we call him the Drone GOAT), stated that the plant has added a night shift, creating two 12-hour production shifts.
Tegtmeyer said in his video:
“Now, I do have some interesting news about that when it comes to the production schedule here at Giga Texas, and things are actually looking pretty good, especially when you think about what the demand is and the delivery numbers that they’re looking for and what they’re expecting. So, normally they have shifts Monday through Friday. It’s a day shift and it’s about 10 hours long or so, give or take. But now they’re on day and night shifts and they’re going to 12-hour days. So they’re going to be adding or they have another shift. They have 12 hours for both of them. In addition to that, the typical downtime that we’re going to be seeing around the holidays, specifically Thanksgiving and Christmas to the New Year time frame is actually changed. And we’re not going to see those big several day events where there is no production. At least that’s what the plan is right now. So, it’s really a great sign, I think, when we consider what they’ve done in the past and what production and the deliveries have been so far. So, maybe it’s shaping up to be a really strong quarter.”
Previously, General Assembly typically operated on a single roughly 10-hour day shift, Monday through Thursday or Friday. The new arrangement keeps General Assembly on its Monday-to-Thursday schedule while adding overnight capacity, and most other areas of the factory continue working the full week with some weekend activity.
Notably, the plant is also forgoing the multi-day shutdowns around Thanksgiving and the Christmas–New Year period that have occurred in prior years
Giga Texas currently builds the Model Y, the larger Model Y L, the Cybertruck, and the Cybercab robotaxi. Tesla has not confirmed the shift change or specified which lines will receive the extra output. Recent comments suggest Cybercab production has been constrained by the pace at which the Robotaxi fleet can absorb new vehicles, making the Model Y and Model Y L the more likely beneficiaries as the company works through order backlogs.
Tegtmeyer’s November 2 footage and commentary also highlighted broader site progress. Cortex 2 continues to expand, with additional compute coming online, a roughly 25 percent lengthening of the structure on the north end, and work on a third cooling plant.
The Boring Company tunnel site showed increased activity in the large launch pit, while the Advanced Technology Chip Fab (a SpaceX–Tesla joint R&D facility) continued steel superstructure and heavy truss installation, along with concrete pours.
The reported capacity increase arrives as Tesla aims for a strong fourth quarter following solid third-quarter results. While unconfirmed by the company, the information aligns with Tegtmeyer’s consistent track record of accurate on-site observations.
If Tesla makes the decision to sustain the all-day production plans, the dual 12-hour shifts would meaningfully raise weekly output potential at one of Tesla’s most important manufacturing hubs.
News
Tesla opens new “Cybaer” Engineering Center in Berlin
Tesla opened its Berlin Engineering Center, uniting four sites and 30 labs near Giga Berlin.
Tesla has opened a new engineering hub in Berlin, putting the teams that design and test its European parts about 30 minutes from the factory that builds them.
The Berlin Tesla Engineering Center, or BTEC, opened Wednesday in the Köpenick district. Tesla Europe said on X that the project went from permit to operational in under a year and consolidates four engineering sites and 30 labs onto a single campus. It is the company’s third hub of this kind, after Fremont and Shanghai.
“We’re combining materials, powertrain, vehicle engineering & validation under one roof, enabling a short feedback loop between development & ramp,” Tesla Europe wrote.
Berlin Tesla Engineering Center opens today From permit to operational in under a year, it brings 4 engineering sites onto 1 campus w/ 30 different labs in Köpenick, 30 minutes from Giga Berlin With our 3rd hub of this kind after Fremont & Shanghai, we’re combining materials, powertrain, vehicle engineering & validation under one roof – enabling a short feedback loop between development & ramp — Tesla Europe, Middle East & Africa (@teslaeurope) November 4, 2026
Tesla converted the former production halls of a cable factory for the site. About 250 engineers and technicians are starting there, most of them relocated from existing Tesla facilities such as Tilburg in the Netherlands. Tesla has already applied for approval of a second phase that would take the headcount to roughly 500, and it put the total investment at €100 million.
The labs cover battery cells, motors, materials and complete vehicles, and a large hall is set aside for safety testing of components, including airbags. During the opening, staff demonstrated a pedestrian leg impact test on the front of a Tesla using a catapult rig, Tagesspiegel reported. The center’s logo is a cubist Berlin bear that employees call the “Cybaer.”
Tesla said its Berlin design and engineering teams already contributed to the Model Y, Semi and Roadster, and that the work continues at BTEC. The center will handle technical problem solving for Giga Berlin in Grünheide while also developing and validating parts for vehicles built in China and the United States.
“We came here to stay,” BTEC head Brückner told dpa. “We serve all of Europe via Gigafactory Berlin-Brandenburg.” He said a site close to the plant was a priority, and that the old industrial building allowed Tesla to move quickly.
That proximity matters more now that Giga Berlin is growing again. In June, Tesla said it would raise Model Y output at the plant to 7,500 vehicles per week and hire 1,000 more workers after a record first quarter of more than 61,000 units. The factory recently built 7,000 Model Ys in a single week for the first time. Tesla also more than doubled the planned 4680 cell capacity at the site to 18 GWh per year in May, and has talked about eventually taking Grünheide to one million vehicles annually.
Sales are giving Tesla reason to invest. KBA data released the same day showed Tesla’s German registrations nearly quadrupled year over year in October to 2,932 units, bringing the total for the first ten months of 2026 to 47,742.
Ferrari’s first electric vehicle, the Luce, is fully sold out for 2027, according to CEO Benedetto Vigna.
Presenting third-quarter results, he stated: “Everything we plan to sell next year is already fully allocated. Client test drives, scheduled for next year, will help further boost demand. We have no critical issues, neither on manufacturing nor on the demand side. Obviously, the car is more complex because it has many new parts and many new technologies.”
First customer deliveries are expected before the end of 2026, with the model already commanding waitlists despite a turbulent debut.
The Luce is a five-seat, four-door liftback saloon—the longest Ferrari ever produced—powered by four electric motors producing approximately 1,035 horsepower.
It features an 800-volt architecture, a 122-kWh battery, a claimed WLTP range of around 329 miles, 0-62 mph acceleration in 2.5 seconds, and a starting price near €550,000 in Europe (roughly $560,800–$615,000 in the U.S. depending on configuration).
Developed in collaboration with Jony Ive and Marc Newson’s LoveFrom studio alongside Ferrari’s own Centro Stile, it represents a deliberate departure from the brand’s traditional mid-engine sports cars toward a more spacious, grand-touring format.
Its exterior has proven deeply polarizing. Unveiled in Rome in May 2026, the design features smooth, sweeping surfaces, a large glass roof, and restrained detailing that critics described as bland, generic, or more reminiscent of an Apple product or mass-market EV than a Ferrari.
Ferrari unveils its Luce EV, and its reception has been a disaster
Online reactions included memes comparing it to a Nissan Leaf or Polestar, while former Ferrari chairman Luca di Montezemolo publicly warned of “the destruction of a myth” and suggested the prancing horse logo be removed. Italian politicians and longtime owners joined the chorus of disappointment, and Ferrari’s shares dropped roughly 8% in a single day, erasing billions in market value.
Design experts noted the absence of the brand’s signature tension, aggression, and emotional drama.
Yet the controversy has not translated into weak demand among the ultra-wealthy clientele who actually buy Ferraris. Production volumes remain tightly limited, as reports suggest fewer than 500 units in the current year and a longer-term pace of roughly 600 annually through 2030, preserving exclusivity.
One early chassis sold for $40 million at auction. Vigna has indicated that seeing the car in person, along with upcoming client test drives, is expected to strengthen rather than weaken interest. Ferrari aims for fully electric models to comprise 20 percent of its lineup by 2030, with a second EV now delayed to 2028.
For a brand defined by scarcity and desirability, the Luce’s sell-out status suggests that among those who can afford it, the polarizing design has not proven to be a commercial liability.
Tesla Giga Texas reportedly moves to 24/7 production
Tesla opens new “Cybaer” Engineering Center in Berlin
