$Roblox Corporation(RBLX)$Rivian (NASDAQ:RIVN) recently announced that concerns about EV battery availability are real. And it may eclipse the chip shortage that befell the industry in 2021 and continues today. In fact, Rivian CEO, RJ Scaringe, is of the opinion that 90% and possibly as much as 95% of the battery supply chain does not currently exist.
Rivian went public near the end of 2021. And the timing couldn’t have been worse. The move to risk off assets was just beginning. Other automakers were already beset by supply chain issues. The Russian war on Ukraine has added geopolitical risks to the supply chain. And the Federal Reserve is raising interest rates which, along with already high consumer prices, may squelch demand for Rivian’s vehicles which have a starting price tag of around $67,500.
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