2 Dark Horse Catalysts for Rivian Stock in 2025

Core Viewpoint - Rivian may face a stagnant stock performance in 2025 due to a lack of new vehicle launches and uncertainty surrounding the U.S. presidential administration's stance on the electric vehicle (EV) industry [1][10] Group 1: Partnerships and Collaborations - Rivian's joint venture with Volkswagen, involving an investment of up to $5.8 billion over three years, is a significant development that could enhance Rivian's technological capabilities and reduce costs [3][6] - Rivian's management indicates that other original equipment manufacturers (OEMs) are interested in forming partnerships, suggesting potential for future collaborations [4] - The technology developed by Rivian, which simplifies manufacturing and reduces vehicle weight, is attracting interest from other companies looking to improve their electrical systems [5] Group 2: Electric Delivery Vans (EDVs) - Rivian has secured a major contract to deliver 100,000 electric delivery vans to Amazon by 2030, with over 20,000 already in operation [7] - The company is now open to acquiring non-Amazon customers for its EDVs, with AT&T being the first to launch a pilot program [7][8] - 2025 may see new customers placing orders for EDVs, which could serve as a crucial catalyst for Rivian's stock performance [9]