Rivian launched the much-anticipated R2 – and the surprise R3 – on Thursday, but at the time we only saw the cars on stage, in isolation. Now video has emerged showing these cars driving on public roads, next to other cars, offering a better visual size comparison, and a look at the cars in motion in the sunlight.
In the R2 unveiling, Rivian did tell us all the dimensions of the R2, so the comparisons there aren’t as important. We know it will be a little taller and a little less long than the Model Y, but otherwise pretty close in size (though quite different in shape, with a less aerodynamic but taller back-end).
But it’s still nice to see it on the road, driving under its own power, at more than 1mph, and with other cars around. While we already saw it on a stage and in person, it can be tough to really gauge the size of cars when you’re in a giant crowd of people and only looking at two new cars in isolation, without other familiar vehicles around.
The videos were taken in sunny Laguna Beach, just outside the Rivian South Coast Theater where the reveal event happened. The cars were driving on Pacific Coast Highway, just in front of Main Beach – which is an area that typically has heavy traffic with plenty of other cars around. This is annoying when you’re trying to get to an event on time, but nice when you want to see how cars look compared to other cars.
The first video was posted on reddit and then 2 more were compiled on Rivian Forums (though we’re not sure of the original source yet), and show both cars driving and the R3X loading into a car trailer. We’ve embedded them below.
The first video shows the R3X and then the R2 (the white car driving behind the R3X in the first half is an R1, not an R2).
The R3X is obscured for a lot of this video (partially behind a gas station sign showing gas at up to $5.49/gallon, quite a bit more than the 23 cents/kWh, or about $1/gal equivalent, which I pay when I charge off-peak at home nearby), and unfortunately we only get a shot of it driving away from us. It’s also on a heavily-crowned part of the road with nothing next to it until the end of the video, where we can see it looking perhaps a little shorter than the small truck across the road, and definitely a lot shorter than the trailing R1.
We get a much clearer shot of the R2 up close, which looks as expected – very close in design to the R1, just smaller. A Hyundai Tucson and Kia Soul drive by behind the R2, with the R2 looking a bit taller than both (when accounting for road crowning), but definitely in the same “mid-size SUV” ballpark (and note Rivian auto design chief Jeff Hammoud is sighted in the end of the video, taking his own video of the car driving by on his phone).
The second video gives us our best overall shot, this time of the R3 driving up and past, and then close-up on a smaller and flatter road. And it, or the crowd in front of the theater photographing it, certainly seems to be bringing a lot of joy to the lucky riders inside.
As it drives up, it looks quite imposing from the front, and in isolation you wouldn’t be blamed for thinking it looks a lot like an R1.
But when looking at the other cars around, its smaller size is immediately apparent. It certainly looks dwarfed by the R1 behind it, and the Model Y beside as well. Moving further along, its “something between a hatchback and a crossover” form factor becomes even more apparent as it drives by sedans, small SUVs, compact vans and trucks. In particular, the comparison to a Scion xB is interesting – another quirky, boxy car that straddled the “small SUV/compact car” categories. And once again, at the end of the video, you can see how comparatively massive the R1S is to the R3.
Finally, we see the R3X being loaded into a car trailer – which is interesting, given that Rivian HQ is basically on the same road as the theater, just 10 miles up Laguna Canyon in Irvine.
This video doesn’t tell us as much (except that it fits in an enclosed car trailer – which is something the nearby R1S might have a harder time with). But we wanted to include it for completeness.
As for other size comparisons, another user analyzed a photo of the R3X and thinks it’s a bit taller, but much less long than a Golf GTI. This estimate suggests it to be a full ~20 inches (!) shorter than the Ioniq 5, a car which it has drawn many comparisons to due to its shape and proportions, and even shorter than the Volvo EX30 and Bolt EV.
While this comparison is only based on one official photo of a prototype, the photo is taken directly side-on and thus offers a good view of the vehicle, and since we know the size of the tires and the car’s wheelbase (2,799mm/110.2in), we can come to a pretty good estimate, if not perfectly accurate.
Electrek’s Take
I’ve said many times here that I’m a small-car guy (and you should be too), so seeing Rivian go massively downsize is exciting to me. I was worried it would end up being a truck-and-SUV brand primarily (even though it started with a prototype sportscar), but the R3 in more of a “hot hatch” format shows that they’re ready to branch out. This is an important thing for a startup, to show that it’s capable of making diverse products to appeal to a variety of customers, so this is a big moment for Rivian.
Plus, I’ve had a lot of discussions recently with auto industry folk and journalists that we might be hitting “large car fatigue” as a society soon (I certainly have), and that we might finally get some smaller-sized cars in upcoming years, instead of the ubiquitous massive SUVs and trucks that we see now.
Maybe this is wishful thinking – but the reception we’ve seen for the R2 and particularly the R3, which seems even more exciting the more apparent its small size becomes, suggests that this could be the case.
The one problem here is that Rivian unveiled the two cars at the same time as each other, with the R2 coming out first. So we hope the huge excitement over the R3 doesn’t result in them Osborne-ing their own unreleased product, the R2, with an even more unreleased product, the R3.
Though Rivian CEO RJ Scaringe has a plan to keep people interested, which he talked about in an interview with Electrek’s Seth Weintraub (you can see the full interview here, or a writeup of it here). And I’m willing to bet there are meetings happening right now about how to bring the R3 forward as quickly as possible, given the reception it’s gotten (also, I think the R3 is going to go absolutely gangbusters in Europe, based on size and style).
One final note, on the various wheel designs – I don’t love the R2 wheels, which seem a little distracting when in motion with those 5 silver squares spinning around. Similar goes for the R3 wheels and their 4-shape design, but to a lesser extent. Our shot of the R3X in motion is a little more distant, but I think I like those wheels the most. This lines up with my opinion when I saw them on the stage, and my personal general predilection towards smaller wheels with more rubber rather than larger ones with less rubber.
(Also, a note on wheels: we need more aerodynamic wheels in general, as if we applied aero wheel covers to all cars on the road, we could reduce US total – not automotive – energy use by something like 1%, which is pretty huge for such a small change).
What do you think about the R2, R3 and R3X now that we’ve seen them all driving on public roads? Both their looks, and their sizes? Let us know in the comments below.
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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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