Rivian Warns of $100 Million Revenue Shortfall After Fuel Economy Regulation Shift

Policy Shift Hits Rivian’s Revenue Stream

Electric vehicle maker Rivian (RIVN: NASDAQ) faces a significant blow after the Trump administration relaxed fuel economy rules. This change halted the issuance of compliance letters necessary for selling Corporate Average Fuel Economy (CAFE) credits, once a lucrative source of income for EV manufacturers. As a result, Rivian now anticipates a $100 million revenue shortfall, representing around 6.5% of its first-half 2025 total revenue.