Rivian unveiled the R2 – and the surprise R3 – yesterday, and after getting back and having some time to digest the event, I’m here to talk about a lot of smaller details that I learned which didn’t get mentioned on the livestream.
The rest of the Electrek crew caught the livestream and kept you up to date in our live watch party and articles you can find on our R2 launch news hub.
But I headed down the coast to the venue itself, in beautiful Laguna Beach, California, to be on hand for the reveal.
The event was held at the Rivian South Coast Theater, a historic theater that had fallen into disrepair, which Rivian renovated and turned into a retail and event space.
And then… Rivian changed it up again to turn it into a space for the car unveiling, which had a whole new stage and screen set up, bleachers for media to stand/sit in, turntable for the cars, and so on.
And just from the very beginning of the event, Rivian started getting the details right. The stage looked great, good lighting, and the presentation actually started on time (that’s not something we’re used to in the EV world…).
But what really matters here are the cars, and Rivian didn’t miss the details there either.
One thing I was worried about with the shift from R1 to R2 is that the necessity of getting costs down would mean a lot of the “neat little things” about the car would get cut. The R1T has a lot of cool features like the bluetooth speaker, flashlight, gear tunnel, and so on. I thought maybe we would get one or two “headline neat features,” and the rest would give way to being just a normal well-made SUV.
So imagine my gradually rising surprise levels when, after the main presentation, they continued to reveal more and more neat things that I wasn’t expecting, and that weren’t mentioned during the livestream.
For example, we all saw the slide-down rear glass, which is cool enough on its own – it will reduce buffeting when the windows are down, and allows for loading very long objects into the car, especially when combined with the fold-down rear and front seats (chief designer Jeff Hammoud mentioned hauling 16-foot-long baseboards).
But beyond the rear glass, there’s a small “flip-up table” which you can reach into the window and pull up, giving you a small interior shelf to put things on – kind of like a miniature tailgate or the edge of a truck bed. Here’s a photo of what it looks like deployed – though the tailgate was up, so you’ll have to turn your head sideways to get a sense of what it will look like when its down.
Okay, so we can have a tiny tailgate party. That’s kinda cool, and surely people will find some sort of interesting use cases for that.
But a much cooler feature, with to me much more immediately apparent uses, is the slide-out cargo floor.
Like many EVs, there’s a large well underneath the rear cargo floor for more storage. Most EVs have a removable cover that functions as a flat cargo floor, but the R2 takes that to another level. The cargo floor slides about a foot out of the vehicle, and seems like it can hold a reasonable amount of weight:
This seems like a super useful feature to me. If the shelf is like a mini-tailgate, this is closer to a full-fledged tailgate. You can sit on it (though I’d be careful not to sit on the very edge…), pull out some camping chairs and use it as a table, or, as Rivian suggested, it would be useful for changing a baby’s diapers.
Better yet, it fixes one of the few problems I have with the Rivian, which is that the frunk, while deep and large, is set rather far back in the vehicle’s already-tall front-end, creating a big lift-over area which makes it hard to lug bulky or heavy items into it. That’s still the case in the R2, but the slide-out shelf in the rear makes it a bit of a moot point, because it seems like it would be really easy to load heavy things into.
For an example, I’ve recently had to move an industrial dolly and a portable saw table into the back of a Model Y, and in both situations, there’s always the worry of hitting the back of the car in the process. Having a slide-out tray would significantly reduce this worry, and it would be a lot easier to place the item down and then slide the whole tray into the vehicle.
Going back to those fold-down seats (which have a neat removable headrest, which releases with the press of a button, necessary to make enough room to fold them down), this gives a ton of room for car camping. And the cool thing about camping in an electric car is that you’ve got a lot of energy onboard to power car systems overnight, like HVAC for example. As a result, we’ve seen various electric cars gain a “camp mode” which keeps certain systems on overnight.
Rivian has its own camp mode, with some clever Rivian-only improvements (like auto-leveling with air suspension – which the R2 won’t have). But the R2 camp mode has a neat feature which changes everything about the UI, showing basic data and turning the whole screen red.
This matters because red light has less of an effect on your night vision than other wavelengths of light does. This is why red lights are used in ships at night, or if you ever go stargazing with serious astronomy-types, they’ll only let you use flashlights with red filters on them.
We can imagine this feature might make it to other Rivians as well via software updates, but this is the first we’ve seen of it – on any car, which really shows that Rivian isn’t just thinking about neat features that work for EVs, but how they fit into the specific “adventure” ethos the company is building.
This is also apparent in Rivian’s removable flashlight, a popular feature in the R1 which returns in the R2. It’s always good to have a flashlight handy while adventuring.
But the new detail here is that there’s not just a flashlight, but on the other side in the same spot, there’s another device of similar size which has a USB-C port and can be used as a portable backup battery for devices (as if you’ll ever run out of juice, given that the car has 8 USB-C ports – 2 front, 4 rear, 2 trunk, with a 120V outlet in the trunk to boot). This also stays charged while it’s slotted in the door, just like the flashlight does, and the units are interchangeable from one side of the car to the other.
But also the phone charger has a button on it which allows it to be used as a hand warmer (which, as a native Southern Californian, is something I hear people need when they live in places that get “cold,” whatever that is). So not only did Rivian surprise us with another cool device, but they surprised us with another cool device with an additional use on top of the initial use which already impressed us.
(Note also: the door pockets have been redesigned, with door speakers moved inboard on the car, so that the pockets are now taller and can fit your tall stainless water bottle – and they’re still expandable if you need to fit something a tad too thick in them)
The one arguable miss (depending on how you look at it) is charge port placement for the NACS charge port – it’s on the rear passenger side, rather than rear driver side like on Teslas. This means that, when charging at V3 Superchargers, Rivians may end up causing conflicts (which is why we really need the new V4 superchargers with longer cables).
Rivian had good reasons for this – compatibility with its Rivian Adventure Network (R1s park nose-in, R2s would back in) and with existing owners’ home charger installations, easier charging for those who park and charge on the street, which is common in Europe where the R2 will be launching, and perhaps most importantly cheaper wire harnesses in the vehicle due to placement of components. But we still wonder if it would have been more worthwhile to go through the troubles to place new NACS-only charge port on the front passenger side for better compatibility with the much larger Supercharger network.
A blurry screengrab of the half-second where we saw the NACS port on the R2
Regardless, the net effect of all of these features, in addition to the ones mentioned in the livestream, is a car that just seems eminently usable. Just as I felt at the first Rivian R1 reveal event, it feels like the engineers and designers at the company really get it – they get the benefits that electric powertrains can bring, they get how people use their cars, they get how to make features that don’t just “surprise and delight” but actually have practical applications.
Most cars only have one or two of these neato features, the kind that you show your friends while saying “hey, look what this car can do!” This car, however, has enough of them to justify an 1,800-word article (sorry).
And all of that isn’t even about the car I liked most from the showing. I’m a small-car guy (and you should be too), so the surprise small-SUV-crossover-rally-car-hatchback-or-whatever-you-wanna-call-it R3 was extremely exciting to me. I love the form factor, I love that they got their inspiration from ’80s Group B rally cars (complete with funky interior), and I can’t wait to see more details on this vehicle.
There were hints of a few neat hidden ideas on the R3, like a (removable?) storage compartment on the back of the driver’s seat on the R3X and some kind of cool strap-down blanket thingy on the passenger’s seat, but since the doors weren’t open and that car is quite far from production, those will have to wait for another day.
Which brings up an important point – by the time production comes around, there’s always a chance that some of these features will go by the wayside. I already heard speculation that the fold-out rear quarter windows might not make it to production (CEO RJ Scaringe really likes them, but they’re a little redundant with the slide-down rear window), or that they might have to scale back plans for the haptic touch steering wheel knobs (this seems too crucial to the control of the vehicle to me – I bet it stays in, and eventually gets into the R1 too).
But the combined effect of these features is enough to show that Rivian really is at the vanguard of putting new ideas into design on their vehicles, and like other EV startups before them, they seem to be moving at a pace that traditional automakers are going to have a hard time catching up with.
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A Northvolt building in Sweden, photographed in February 2022.
Mikael Sjoberg | Bloomberg | Getty Images
Struggling electric vehicle battery manufacturer Northvolt on Wednesday said it has filed for bankruptcy in Sweden.
The firm said it that it submitted the insolvency filing after an “exhaustive effort to explore all available means to secure a viable financial and operational future for the company.”
“Like many companies in the battery sector, Northvolt has experienced a series of compounding challenges in recent months that eroded its financial position, including rising capital costs, geopolitical instability, subsequent supply chain disruptions, and shifts in market demand,” Northvolt noted.
“Further to this backdrop, the company has faced significant internal challenges in its ramp-up of production, both in ways that were expected by engagement in what is a highly complex industry, and others which were unforeseen.”
Northvolt’s collapse into insolvency deals a major blow to Europe’s ambition to become self-sufficient and build out its own EV battery supply chain to catch up to China, which leads as the world’s largest market for electric vehicles by a wide margin.
The Swedish battery firm had been seeking financial support to continue its operations amid an ongoing Chapter 11 restructuring process in the United States, which it kicked off in November.
“Despite liquidity support from our lenders and key counterparties, the company was unable to secure the necessary financial conditions to continue in its current form,” Northvolt said Wednesday.
Northvolt said a Swedish court-appointed trustee will oversee the company’s bankruptcy process, including the sale of the business and its assets and settlement of outstanding obligations.
In the US in 2024, wind and solar accounted for 17% of total electricity generation, surpassing coal, which fell to a record low of 15%, according to a new report from global energy think tank Ember.
Since US coal power peaked in 2007, wind and solar have overtaken coal in 24 states, with Illinois the latest to join the ranks in 2024, following Arizona, Colorado, Florida, and Maryland in 2023, the report finds. It’s the first analysis of full-year US electricity data, which was published by the EIA on February 26.
After being stagnant for 14 years, electricity demand started rising in recent years and saw a 3% increase in 2024, marking the fifth-highest level of rise this century. The increase in demand and fall in coal was met with higher solar, wind, and gas generation. Natural gas grew three times more than the decline in coal, increasing power sector CO2 emissions slightly (0.7%). Coal fell by the second smallest amount since 2014, as gas and clean energy growth met rising electricity demand, whereas historically, they have replaced coal.
Despite growing emissions, the carbon intensity of electricity continued to decline. The rise in power demand was much faster than the rise in power sector CO2 emissions, making each unit of electricity likely the cleanest it has ever been.
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Solar grew faster than natural gas
Solar generation rose by 64 TWh in 2024, compared to natural gas, which rose 59 TWh. It remained the fastest-growing source of electricity, with its generation rising by 27% in 2024, surpassing hydropower generation for the time. It made up 81% of all new annual power capacity additions in the US. Gas added no net capacity, as new plants were offset with closures.
California and Nevada both surpassed 30% annual share of solar in their electricity mix for the first time (32% and 30%, respectively). California’s battery growth was key to its solar success. It installed 20% more battery capacity than it did solar capacity, which helped it transfer a significant share of its daytime solar to the evening. Texas installed more solar (7.4 GW) and battery capacity (3.9 GW) than even California. Yet the growth of solar was uneven – 28 states generated less than 5% of their electricity from solar in 2024, highlighting significant untapped potential – even before adding battery storage.
As solar grew massively, wind saw a modest 7% increase in generation, adding the least capacity in 10 years. However, it still generated 50% more power than solar in 2024, making 10% of the US electricity mix.
Solar and wind can meet rising demand
With the adoption of EVs, air conditioning, heat pumps, and rapid expansion of data centers, demand for electricity is guaranteed to grow in the coming years.
To meet the rise in demand, clean generation needs to grow faster. Unlike solar, wind’s growth has been slow. Clean energy is able to meet rising electricity demand alone – without raising bills, sacrificing security of supply, or further relying on gas.
“As the demand remained unchanged for years, solar, wind, and gas together worked to replace coal, transforming the US electricity system,” Dave Jones, chief analyst at Ember, said. “But now that electricity demand is rising fast, the battle is between solar and gas to meet this. And solar is winning – it added more generation than gas in 2024, and batteries will ensure that solar can grow more cheaply and quickly than gas.”
Daan Walter, principal at Ember, said, “Electricity demand is rising as new uses emerge across the US economy, from data centers to transportation and heating. This makes the case for solar and wind today even stronger – they are not only fast to deploy and cheap but also help stabilize energy costs in the long run.”
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Elon Musk said today that Tesla will double its electric vehicle production in the US in the next two years.
What would that look like? Let’s do the math.
Today, during a press conference to promote Tesla at the White House, Tesla CEO Elon Musk said the following:
“As a function of the great policies of President Trump and his administration, and as an act of faith in America, Tesla is going to double vehicle output in the United States within the next two years.”
This raises many questions, as Musk’s phrasing of the statement suggests that Tesla is planning to add previously unannounced production capacity in response to Trump’s policies.
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However, the reality could be different.
What is Tesla’s current production capacity in the US?
We only know Tesla’s installed capacity, which is much different than its actual production rate.
This is Tesla’s latest disclosed global production capacity at the end of 2024:
Region
Model
Capacity
Status
California
Model S / Model X
100,000
Production
Model 3 / Model Y
>550,000
Production
Shanghai
Model 3 / Model Y
>950,000
Production
Berlin
Model Y
>375,000
Production
Texas
Model Y
>250,000
Production
Cybertruck
>125,000
Production
Cybercab
—
In development
Nevada
Tesla Semi
—
Pilot production
TBD
Roadster
—
In development
In the US, it adds up to 1,025,000 vehicles per year.
In reality, Tesla’s factories are operating at a much lower capacity.
Based on sales and inventory from 2024, Tesla is currently building fewer than 50,000 Model S/X vehicles per year compared to an installed capacity of 100,000 units.
As for Model 3 and Model Y, Tesla is currently building them in the US at a rate of about 600,000 units per year compared to claimed installed capacity of over 800,000 units.
Finally, the Cybertruck is being produced at a rate of less than 50,000 units per year compared to an installed capacity of over 125,000 units.
This adds up to Tesla producing 700,000 units per year in the US in 2024.
What will be Tesla’s new capacity?
Considering Musk mentioned that it will happen “within the next two years”, it is unlikely that he is referring to installed capacity.
The CEO is most likely talking about Tesla’s actual production, which would also make sense, especially considering he mentioned “output.”
Tesla currently outputs roughly 700,000 vehicles per year in the US.
Doubling that would mean bringing the total to 1.4 million units per year, which would be an incredible feat, but it’s not entirely a new plan for Tesla.
First off, Tesla has already announced plans to unveil two new, more affordable models this year. These models are going to be built on the same production lines as Model 3/Y, which would potentially enable Tesla to fully utilize its installed capacity for those vehicles.
That’s another 200,000 units already.
As already mentioned in Tesla’s installed capacity table, the company is currently developing its production facility for the Tesla Semi electric truck in Nevada.
Production is expected to start later this year and ramp up next year. Tesla has previously mentioned a goal of 50,000 units per year. It would leave Tesla roughly a year and half to ramp up to this capacity, which is ambitious, but not impossible.
Then there’s the “Cybercab”, which was unveiled last year.
The Cybercab is going to use Tesla’s next-gen vehicle platform and new manufacturing system, which is already being deployed at Gigafactory Texas.
Production is expected to start in 2026, and Musk has mentioned a production capacity of “at least 2 million units per year”. However, he said that this would likely come from more than one factory and it’s unclear if the other factory would be in the US.
Either way, Tesla would need to ramp up Cybercab production in the US to 450,000 units to make Musk’s announcement correct.
It’s fair to note that all of this was part of Tesla’s plans before the US elections, Trump’s coming into power, or the implementation of any policies whatsoever.
Electrek’s Take
Based on my analysis, this announcement is nothing new. It’s just a reiteration of Elon’s plans for Tesla in the US, which were established long before Trump came to power or even before Elon officially backed Trump.
It’s just more “corporate puffery” as Elon’s lawyers would say.
Also, if I wasn’t clear, we are only talking about production here. I doubt Tesla will have the demand for that, especially if Elon remains involved with the company.
The Cybercab doesn’t even have a steering wheel, and if Tesla doesn’t solve self-driving, it will be hard to justify producing 450,000 units per year.
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