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Rivian (NASDAQ: RIVN) designs and manufactures electric vehicles: the R1T pickup truck, R1S SUV, and EDV electric delivery vans (large fleet supplied to Amazon). All production runs through a single US facility in Normal, Illinois; a second plant in Georgia (RJ2) is pre-construction with an expected 2028 start.
No controlling shareholder -- Rivian is publicly traded (NASDAQ: RIVN). Volkswagen Group overtook Amazon.com as largest holder in 2026 via tranches under its up-to-$5.8bn RV Tech joint-venture investment agreement (signed Nov 2024); Amazon has held its stake since Rivian's 2021 IPO and is also Rivian's largest disclosed customer (EDV fleet vans), a related-party relationship Rivian's own 10-K flags. Stakes here are secondary-reported (citing May 2026 SEC filings), not a direct read of the primary Schedule 13D/G this pass. No dossier exists in this corpus for Volkswagen Group or Amazon.com, so parent_slug is not set.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Rivian's FY2024 10-K discloses 'a significant portion of our revenues has been from one customer that is an affiliate of one of our principal stockholders' -- Amazon, which ordered an initial 100,000 EDVs and holds a Rivian equity stake. Exact percentage not confirmed in the primary filing text this pass; secondary reporting puts Amazon at roughly 17-21% of total revenue across FY2022-FY2025 and a much larger share of automotive-segment revenue as EDV deliveries accelerated in early 2026 -- share_pct omitted rather than mis-stated.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 100% of severity-weighted pressure.