Wall Street Journal, Rivian Deliveries Decline Following Expiration of Tax EV Credit:

The company delivered 9,745 vehicles during the fourth quarter of 2025. Rivian’s production and delivery totals declined in its first quarter since the expiration of a key tax credit for electric vehicles.

The EV maker on Friday said it produced 10,974 vehicles at its manufacturing facility in Normal, Ill., and delivered 9,745 vehicles during the fourth quarter of 2025. That is down from 12,727 vehicles produced and 14,183 delivered in the fourth quarter of 2024.

President Trump’s tax law, signed in July, imposed a Sept. 30 expiration to an electric-vehicle federal tax credit worth up to $7,500. Rivian saw a surge in deliveries in the third quarter, with customers seeking to take advantage of the credit before it ended, leading to a dropoff in the fourth quarter. Rivian sold 13,201 vehicles in the third quarter, up 32% from the 10,018 sold in the third quarter of 2024.

For the entirety of 2025, the Irvine, Calif., company produced 42,284 cars and delivered 42,247. In 2024, Rivian totaled 49,476 vehicles produced and 51,579 delivered.

Despite the declines, the company said the totals were in line with its expectations.

Rivian implemented a three-week shutdown of its production facility in September and October to retool it in preparation for the launch of its R2 sport-utility vehicle in 2026. The R2 will be less expensive than Rivian’s current cars, with the company hoping it will expand its reach and profitability.

The company has also increased its focus on artificial-intelligence technology to develop fully autonomous vehicles. In 2026, the company will start charging for its hands-free driving feature, seeking to find a new revenue stream as its core deliveries business faces pressure.