I have been tracking Rivian inventory
Without going too much into the weeds, I have been using riviantracker.com to get this data. With the limited amount of data I have, I did some calculations and we have about 22 day supply of r1 vehicles. For obvious reasons, I can't track EDV sales. This seems pretty decent considering how expensive R1 vehicles are. FWIW, according to ChatGPT, Tesla has around the same ballpark despite making a lot of cheaper vehicles. And as far as industry-standard is concerned anything under 30 day supply seems good. As of this writing we have under 700 vehicles for sale between US and Canada. If the supply keeps going down, the margins are going to go up given there is demand.
I was hesitant to post this given I have a small amount of data to work with, but with the results coming up, I thought yall could use some re-assurance w.r.t demand ;)
Btw, let me know if there are any other sources to collect more interesting data, especially data over time, that will be useful when charted.
Cheers!