Rivian CEO RJ Scaringe Interview: Hidden R1 bidirectional charging, R2 NACS, ‘mind-bending’ R3 build timeline, more
Rivian gave us a quick 15 minutes with CEO RJ Scaringe to talk about the R2 and R3. Believe me, we took full advantage of that time to ask the pressing questions you told us you had in our watch party and many others. Some of his answers are the first we’ve heard on the matter.
Rivian R3/X !!!
It is hard to believe that this secret was kept so well. It is the sign of a company that has its act together and loyal employees.
On Rivian R3 vs. R2, there is a contingent within the company that wants to bring out the R3 first. At this moment, the R2 is slated to come out first. At this moment, there is a “stagger” between R2 which will be launched out of Normal in 2026 H1. It sounds like it is uncertain if the R3/X will be launched out of Normal or Georgia. Also it is uncertain what this stagger will be but a year would put R3/X at H1 2027, which is a long way off.
On the R3, RJ called out its “incredible, mind-bending” capability and speed. Put in context, the tri-motor R2 will do 0-60 in ‘well under’ 3 seconds and with the same drivetrain, the smaller, lighter R3X should be significantly faster than that. All of that will still include the ability to go off road. In a hatchback (!!) form factor.
Rivian R2 Pack size
RJ didn’t go into specifics on the kWh capacity of the packs but there will be at least 2 pack sizes. The $45K version with RWD will go under 300 miles or about 270 miles. It is uncertain what the actual EPA will be. The larger pack will be over 300 miles even with the Trimotor under 3 seconds 0-60 version, which is an impressive efficiency for a rocket SUV.
If I had to guess, I would say the larger pack will be around 100kWh and the smaller pack around 80kWh.
R2 NACS port
I think our Jamie Dow was the first to lift the cover off the R2 NACS charge port, but it was hidden a little low on the rear passenger side, which makes it a bit of a hassle for Superchargers. RJ went into some details on the thinking here, including that it will be convenient for current Rivian owners. I do wonder if this will present problems for Tesla Superchargers especially while towing.
Camp Compact Kitchen
Our accessories announcement post assumed that these products would be released in time for the R2. However, RJ said that these new products would be available for R1S/T owners as well and would be released much sooner. This means that the Camp/compact kitchen, complete with an induction oven, will be available soon for R1S and R1T owners. I valiantly offered to review this early, which I know you all would appreciate. Strangely, I’m also interested in the bike rack, tent, and particularly that removable hauler attachment, which can’t come soon enough.
R2 and R1 Bidirectional Charging
This was the first time I’ve heard anyone at Rivian acknowledge on the record that the R1S and R1T had bidirectional charging capability inside, waiting to be unlocked via a software update. That means a 240V inverter could be hung off of it like Ford’s Pro Power and Tesla’s CyberTruck to power a house in case of an outage. This is something that Rivian could “productize” almost immediately and get a good return on minimal investment.
The better news is that R2 will have an integrated 240V AC output option, though only 120V was shown at the event. RJ also said that the 240V AC output would be an upcoming R1S/T option, but it doesn’t sound like it can be retrofitted.
We’re going to keep working to find details here because I know a lot of you (and me) are chomping at the bit for this.
400V or 800V system?
RJ didn’t say on screen which system the battery would be but remarks off the call make me think that this will be a 400V system because of the cost savings aspect. The thinking is that bigger and more powerful vehicles would be better suited to 800V technologies, so perhaps the higher-performance R1/2/3 vehicles in the future will make more sense.
It also means that Rivian vehicles won’t have insanely fast charging compared to Cybertruck, Silverado/Hummer trucks or even Porsche/Hyundai cars but Rivian has been pushing the 400V charging speeds as fast as anyone.
Perhaps what I’ve heard most about Rivian’s presentation today, besides how much everyone wants the R3 and how remarkable it was kept a secret, was that it was refreshing to listen to a down-to-earth, earnest leader.
I’m under no illusion that there is an army of PR folks behind the camera in the interview making sure he reveals as few interesting pieces of news as possible, and you can tell RJ is PR-trained to a fault.
But it is really refreshing that little things like starting the event on time so as not to waste other people’s time, and you can tell this has actually been practiced and reduced to be succinct. Plus, talking to someone in a leadership role who not only knows their product inside and out but also doesn’t make me cringe feels great.
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Workers transport soil containing rare earth elements for export at a port in Lianyungang, Jiangsu province, China.
China Stringer Network | Reuters
Like the U.S., Europe is also feeling the pressure to keep China sweet in order to maintain supplies of rare earth elements, which are vital for its strategic industries in the region such as auto production, green energy and defense.
Europe is heavily dependent on China for supplies of the world’s 17 rare earth elements and has been looking to calm stormy waters with Beijing over supplies, while looking for alternative sources of critical minerals — including in its own back yard.
That’s a long process, however, and for now, Europe is as vulnerable as other major consumers of rare earths, and particularly the U.S., when it comes to Beijing’s ability to turn the tap off on supplies.
Officials from Germany and the Netherlands are in Beijing this week for talks with their Chinese counterparts on China’s controls on rare earths exports and semiconductor chips which have made European industries vulnerable to global supply chain disruptions.
China dominates the rare earths market from mining to refining, with data from the International Energy Agency showing that, in 2024, China was responsible for 59% of the world’s rare earths mining, 91% of its refining and 94% of the manufacuring of permanent magnets which are commonly used in electric vehicles, wind turbines, industrial motors, data centers and defense systems.
As the world’s single largest supplier of a component that’s critical to so much manufacturing, China’s dominance has made “global supply chains in strategic sectors – such as energy, automotive, defense and AI data centres – vulnerable to potential disruptions,” the IEA noted.
That potential for disruption came to the fore this year when, in April and October, Beijing announced licensing requirements, and later export controls, on its rare earth supplies and technologies.
Those controls were suspended for a year as a result of a trade truce reached in October between China and the U.S. reached but major rare earth importers such as the U.S. and EU, which imports around 70% of rare earth supplies — and almost all of its rare earth magnets — from China, are all too aware of its vulnerabilities to geopolitical disruptions.
Barriers to diversification
Last month, European Commission President Ursula von der Leyen announced that the bloc was launching the “RESourceEU” plan aimed at reducing reliance on critical raw materials from China “in the short, medium and long term.” She said the bloc could do this by recycling existing raw materials, such as those in batteries, and by joint purchasing to stockpiling.
Von der Leyen also said the EU would boost investment in strategic projects “for the production and processing of critical raw materials here in Europe,” and would speed up work on critical raw materials partnerships with countries like Ukraine, Australia, Canada, Kazakhstan, Uzbekistan, Chile and Greenland.
“The world we face today rewards speed, not hesitation, because today’s world is unforgiving. And the global economy is completely different than it was even a few years ago. Europe cannot do things the same way anymore. We learned this lesson painfully with energy; we will not repeat it with critical materials,” she said, referencing the bloc’s reliance, before the Ukraine war, on Russian oil and gas.
Valdis Dombrovskis, European Commissioner for Economy and Productivity, told CNBC Monday that the bloc was working to diversify its rare earth supplies but that this would take time.
“I would say there is some positive news, so China has suspended now for 12 months those additional export controls, which were announced in October, which gives us some time. But I also would say it emphasizes the need for the EU to diversify its rare earth and critical minerals supplies, because of many on those rare earths, we are depending more than 90% on China’s supplies,” Dombrovskis said.
Necessity the mother of invention?
Europe itself has reserves of rare earth materials with deposits found in Turkey, Sweden and Norway but the problem is that it doesn’t have the operations to mine those materials, let alone refine and process them — unlike China, which has decades of experience, investment and infrastructure that has fueled its global processing dominance.
Europe is also more encumbered with long approval processes and environmental standards when it comes to mining, meaning any regional plans to develop those rare earth deposits could take years. Public opposition is also a factor that has not shackled China.
A view of the NEO magnetic plant in Narva, a city in northeastern Estonia. A plant producing rare-earth magnets for Europe’s electric vehicle and wind-energy sectors.
Xinhua News Agency | Xinhua News Agency | Getty Images
The need to diversify from China quickly could cause officials to lower those barriers, however and there are already signs of action, with Europe’s first rare earth magnet production plant being opened in Estonia in September. Backed by funding from both Canada and the EU, the plant’s raw materials are coming from Australia and Malaysia.
“There’s probably a lot more deposits in Europe but … there are barriers to bringing that online,” Willis Thomas, principal consultant at CRU Group, told CNBC.
“But if we’re getting into a world where risks are being realized on trade tensions, I think that that will continue to push everyone to build out the supply chain and a bit more resilience on it, but it does take some time, and there’s limited expertise.”
What’s also worrying for Europe is that being unable to control the sources and supply of raw materials could mean that its technological and green ambitions suffer.
“Europe’s race towards net zero and digital leadership depend on materials it does not control,” Hamed Ghiaie, professor of Economics and Public Policy at ESCP Europe, and Filippo Gorelli, an analyst at Nexans, said in analysis for the World Economic Forum.
“For decades, Europe treated raw materials as a commodity issue, rather than a strategic one. That complacency is becoming costly,” they added.
“What is at stake is climate targets and economic resilience. Shortages of rare earths, gallium or germanium could slow semiconductor fabrication, AI development and even wind-power installation. In short, Europe cannot build a green or digital future on supply chains it doesn’t control,” they concluded.
Aviation startup Electra made history last month when its EL2 became the first hybrid-electric Ultra Short Take-off and Landing (uSTOL) aircraft to successfully complete helicopter-like take-offs and landings at the Watertown International Airport.
Founded to provide affordable air travel without airports, emissions, or noise, Electra’s stated goal was to build an aircraft that could deliver on the promises of eVTOL aircraft at a significantly reduced cost compared to its more drone-like competitors. In that context, the demonstration at Watertown isn’t a publicity stunt, but part of concerted effort to validate Electra’s uSTOL performance under real-world conditions at a commercial airport — exactly the kind of place that regional operators, cargo carriers, and emergency responders actually fly in and out of.
Hitting those marks now will help Electra clear a path for FAA certification and prove that the company can deliver on the $9 billion worth of promises its made (so far).
“Electra is grateful to the team at Watertown International Airport for enabling this demonstration of the EL2’s Ultra Short capabilities in an off-runway capacity,” explains Tom Carto, director of market development at Electra. “Our Ultra Short aircraft will offer the potential to increase the use of general aviation airports and expand the capacity of larger hubs by enabling takeoffs and landings on ramps and taxiways instead of runways, feeding in regional connections without adding to runway congestion. These transformative and practical capabilities will open the door to Direct Aviation and point-to-point connections in a way that will make it easier for people to get from the where they are to where they want to go.”
The EL2’s innovative “blown lift” design features eight electric motors on the plane’s wings, enabling take-off and landing in as little as 150 feet.
Electra says the final version of its aircraft will be able operate from airfields as small as 300 x 100 ft (90 x 30 m), or about one-tenth the length of a standard airport runway. That means that, even if these eSTOL aircraft don’t open up quite as many spaces for air travel as eVTOLs, do, they’ll still be extremely flexible – and more than capable of operating from the roofs of many existing buildings and parking structures.
Obviously
And, of course, the Air Force wants one.
NOTE: in response to some of the comments, I want to point out that the Electra is capable of sustained, electric-only powered flight and uses the genset for remote operations/extended range. I should have made that clearer. This is arguably more EREV than EV.
SOURCES | IMAGES: Electra; via Oswego County Business.
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The US Department of Energy’s Loan Programs Office (LPO) closed a $1 billion loan to restart Three Mile Island Unit 1, a nuclear reactor at Three Mile Island in Londonderry Township, Pennsylvania.
The money is being loaned to Constellation Energy Generation, which is renaming the 835 megawatt (MW) Three Mile Island Unit 1 the Crane Clean Energy Center. Constellation said in September 2024 that it would restart the reactor under a power purchase agreement with Microsoft, which needs more clean power to feed its growing data-center demand.
The project is estimated to cost around $1.6 billion, and the DOE says the project will create around 600 jobs. The reactor is expected to start generating power again in 2027.
Three Mile Island Unit 1 (in the foreground in the photo above) went offline in 2019 because it could no longer compete with cheaper natural gas, but it wasn’t decommissioned. It’s capable of powering the equivalent of approximately 800,000 homes. It’s on the same site as the Unit 2 reactor (in the background in the photo above) that went into partial nuclear meltdown in 1979, and is known as the worst commercial nuclear accident in US history.
When asked about the loan’s timing, Greg Beard, senior adviser to the Loan Programs Office, told reporters on a call that it would “lower the cost of capital and make power cheaper for those PJM [Pennsylvania-New Jersey-Maryland] ratepayers.” Data centers are driving up electricity costs for consumers.
Read more: DOE props up dying coal with $625M days after Wright mocks clean energy subsidies
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