Rivian (RIVN) Stock Is Up Thanks to Biden’s Big EV Bet
Rivian (RIVN) Stock Is Up Thanks to Biden’s Big EV Bet
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Rivian (NASDAQ:RIVN) stock is in the spotlight following Biden's plans to commit $900 million to an electric vehicle (EV) charging network and CEO RJ Scaringe's speech at Goldman Sachs's Communacopia + Technology Conference.
Rivian纳斯达克(Sequoia Capital：RIVN)股票成为焦点，此前拜登计划投资9亿美元建设电动汽车(EV)充电网络，以及首席执行官RJ·斯卡林格在高盛的Communacopia+技术大会上发表演讲。
The network will span 53,000 miles of highway across 35 states. In addition, the $900 million is part of a five-year $5 billion commitment to build EV charging stations across the country. By 2030, Biden has a goal of having 50% of all new vehicles purchased by the government be electric or hybrid models. He also seeks to install 500,000 new EV charging stations by then. The president's stance toward electric transportation is a massive shift from his predecessor.
该网络将覆盖35个州53,000英里的骇维金属加工。此外，这9亿美元是在全国范围内建设电动汽车充电站的五年50亿美元承诺的一部分。到2030年，拜登的目标是让政府购买的所有新车中有50%是电动或混合动力车型。他还寻求在那时安装50万个新的电动汽车充电站。总裁对电动交通的立场与他的前任相比是一个巨大的转变。
With further charging stations, consumers will be more incentivized to purchase EVs. With that in mind, let's get into the details of Scaringe's speech.
有了更多的充电站，消费者将更有动力购买电动汽车。考虑到这一点，让我们深入了解斯卡林格演讲的细节。
RIVN Stock Buoyed by EV Charging Commitment and Scaringe's Update
电动汽车充电承诺和斯卡林格的更新提振了RIVN股票
At the conference, Scaringe stated that he was "ecstatic" about the effects of the Inflation Reduction Act (IRA) and that it would result in "a step change in demand" for EVs. He also believes that the IRA will boost the EV adoption rate, especially for higher-end EVs due to a credit stipulation. The act will also bring "profound effects" to the EV supply chain, as more raw materials will come from the U.S. and other countries that have trade agreements with the U.S.
在会议上，斯卡林格表示，他对通胀削减法案(IRA)的影响感到“欣喜若狂”，这将导致对电动汽车的“需求发生阶段性变化”。他还认为，由于信贷规定，爱尔兰共和军将提高电动汽车的采用率，特别是高端电动汽车。该法案还将给电动汽车供应链带来“深远的影响”，因为更多的原材料将来自美国和其他与美国有贸易协议的国家。
Meanwhile, the effects of the IRA may result in a "bifurcated materials market." This is because materials compliant with the IRA may receive a subsidy, while noncompliant materials will not. On the other hand, the ongoing shortage of raw materials, like low-cost commoditized semiconductor components, is still a problem for EV makers. Scaringe expects the shortage to last until at least next year.
同时，爱尔兰共和军的影响可能会导致“材料市场的分化”。这是因为符合IRA的材料可能会获得补贴，而不符合IRA的材料则不会。另一方面，原材料的持续短缺，如低成本的商品化半导体元件，仍然是电动汽车制造商的一个问题。斯卡林格预计短缺至少会持续到明年。
Still, a joint venture with Mercedes Benz (OTCMKTS:DMLRY) may alleviate some supply chain woes. Earlier this month, Rivian announced that it would collaborate with the European automaker to build electric commercial vans on Mercedes' assembly line. The two companies will build separate vehicles, although they will share costs, technology, and suppliers. Mercedes will build a new production facility exclusively for EVs at one of its existing facilities, and production is expected to begin "in a few years."
尽管如此，与中国的合资企业梅赛德斯-奔驰(OTCMKTS：DMLRY)可能会缓解一些供应链困境。本月早些时候，Rivian宣布将与这家欧洲汽车制造商合作，在梅赛德斯-奔驰的装配线上生产电动商用货车。两家公司将单独制造汽车，尽管它们将分担成本、技术和供应商。梅赛德斯-奔驰将在其现有设施之一建造一个专门用于电动汽车的新生产设施，预计“几年后”将开始生产。
On the date of publication, Eddie Pan did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
截至发稿之日，潘石屹并未(直接或间接)持有本文所述证券的任何头寸。本文表达的观点是作者的观点，以InvestorPlace.com为准出版指南.
Eddie Pan specializes in institutional investments and insider activity. He writes for InvestorPlace's Today's Market team, which centers on the latest news involving popular stocks.
埃迪·潘专门从事机构投资和内部活动。他为InvestorPlace的今日市场团队撰稿，该团队主要关注与热门股票有关的最新消息。
The post Rivian (RIVN) Stock Is Up Thanks to Biden's Big EV Bet appeared first on InvestorPlace.
由于拜登的电动汽车大赌注率先出现在InvestorPlace上，新浪Rivian的股价上涨了。