Tesla's Surge in China, Rivian's Developments, and Trump's Tariff Concerns: Weekly Mobility Updates

The past week has brought a wave of significant events for the electric vehicle (EV) industry. Tesla Inc. has drawn attention with strong performance in China and some surprising news from Japan. Meanwhile, Rivian Automotive Inc. has set a timeline for its new facility in Georgia and launched an exciting partnership. On the other hand, the traditional auto industry, known as the "Big Three," faces potential challenges due to tariff threats from former President Trump.

Tesla's Surge in China

Tesla has reportedly secured an impressive 200,000 orders for its updated Model Y since its launch in January in China, as per reports from the Chinese media platform 36Kr. This substantial influx of orders, which includes refundable commitments, is projected to significantly enhance Tesla's delivery figures in the imminent months.

Tesla's Decision in Japan

In a noteworthy decision, Tesla announced that it will cease taking custom orders for its Model S and Model X vehicles in Japan after April 1. Production of these premium models for the Japanese market is set to conclude on March 31, after which only stock or used vehicles will be available for purchase.

Rivian's Georgia Facility Timeline

The Chief Financial Officer of Rivian, Claire McDonough, revealed that the company’s new manufacturing facility in Georgia, designed to produce its R2 and R3 vehicles, is anticipated to become operational by 2028. Additionally, Rivian is expanding its existing facility in Illinois, targeting the initiation of R2 production in the first half of 2026.

Concerns Over Trump's Tariffs

Barclays issued a warning regarding the tariffs that former President Donald Trump may impose, which could severely impact profits for the "Big Three" automakers: General Motors, Ford Motor, and Stellantis NV. These companies have indicated their intentions to implement retaliatory tariffs in response to Trump's measures.

Rivian's Innovative Partnership

In an innovative move, Rivian has teamed up with Ben & Jerry’s to unveil two electric "scoop trucks." Even as conversations surrounding the implications of U.S. tariffs unfold, this collaboration is expected to attract much attention.

This week in mobility highlights the rapidly changing landscape of the EV industry, with significant developments from both pioneering companies and traditional manufacturers.

Tesla, Rivian, Tariffs