Rivian Automotive, Inc. (RIVN) stock surged 5.00% in Thursday's intraday trading session, outperforming the broader market. The electric vehicle maker's shares gained momentum following a UBS research note suggesting that Rivian and Tesla would be less affected by potential tariffs on imported vehicles and auto parts compared to their competitors.
According to UBS analysts, both Rivian and Tesla conduct 100% of their production domestically, which could provide a significant advantage if former President Donald Trump's proposed 25% tariff on cars and auto parts made outside the U.S. were to be implemented. While the analysts noted that neither company would completely escape the impact due to some non-U.S. sourced components, their predominantly domestic production puts them in a favorable position relative to other automakers.
The potential for new tariffs has sent ripples through the auto industry, with many traditional automakers seeing their stocks tumble. In contrast, Rivian's strong performance today reflects investor optimism about its positioning in a changing regulatory landscape. As the market continues to digest the implications of possible trade policy shifts, domestically-focused EV manufacturers like Rivian appear to be attracting increased attention from investors seeking to mitigate potential tariff risks in their portfolios.
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