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納斯達克(Sequoia Capital：RIVN)股票成為焦點，此前拜登計劃投資9億美元建設電動汽車(EV)充電網絡，以及首席執行官RJ·斯卡林格在高盛的Communacopia+技術大會上發表演講。
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.
該網絡將覆蓋35個州53,000英里的駭維金屬加工。此外，這9億美元是在全國範圍內建設電動汽車充電站的五年50億美元承諾的一部分。到2030年，拜登的目標是讓政府購買的所有新車中有50%是電動或混合動力車型。他還尋求在那時安裝50萬個新的電動汽車充電站。總裁對電動交通的立場與他的前任相比是一個巨大的轉變。
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.
有了更多的充電站，消費者將更有動力購買電動汽車。考慮到這一點，讓我們深入瞭解斯卡林格演講的細節。
RIVN Stock Buoyed by EV Charging Commitment and Scaringe's Update
電動汽車充電承諾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.
在會議上，斯卡林格表示，他對通脹削減法案(IRA)的影響感到“欣喜若狂”，這將導致對電動汽車的“需求發生階段性變化”。他還認為，由於信貸規定，愛爾蘭共和軍將提高電動汽車的採用率，特別是高端電動汽車。該法案還將給電動汽車供應鏈帶來“深遠的影響”，因為更多的原材料將來自美國和其他與美國有貿易協議的國家。
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.
同時，愛爾蘭共和軍的影響可能會導致“材料市場的分化”。這是因為符合IRA的材料可能會獲得補貼，而不符合IRA的材料則不會。另一方面，原材料的持續短缺，如低成本的商品化半導體元件，仍然是電動汽車製造商的一個問題。斯卡林格預計短缺至少會持續到明年。
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."
儘管如此，與中國的合資企業梅賽德斯-奔馳(OTCMKTS：DMLRY)可能會緩解一些供應鏈困境。本月早些時候，Rivian宣佈將與這家歐洲汽車製造商合作，在梅賽德斯-奔馳的裝配線上生產電動商用貨車。兩家公司將單獨製造汽車，儘管它們將分擔成本、技術和供應商。梅賽德斯-奔馳將在其現有設施之一建造一個專門用於電動汽車的新生產設施，預計“幾年後”將開始生產。
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.
截至發稿之日，潘石屹並未(直接或間接)持有本文所述證券的任何頭寸。本文表達的觀點是作者的觀點，以InvestorPlace.com為準出版指南.
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·潘專門從事機構投資和內部活動。他為InvestorPlace的今日市場團隊撰稿，該團隊主要關注與熱門股票有關的最新消息。
The post Rivian (RIVN) Stock Is Up Thanks to Biden's Big EV Bet appeared first on InvestorPlace.
由於拜登的電動汽車大賭注率先出現在InvestorPlace上，新浪Rivian的股價上漲了。