What Now of Lincoln's Rivian Relationship?

Steph Willems
by Steph Willems

Ford bought its way into Rivian’s good graces — and its proprietary “skateboard” electric vehicle platform — with a $500 million pledge back in April of 2019. In January we learned that the “all-new, next-generation battery electric vehicle” promised a year earlier would wear a Lincoln badge, with most observers expecting that model to appear as a midsize, three-row SUV (mirroring Rivian’s own R1S).

Scratch all that, Ford Motor Company said on Tuesday. The joint vehicle is off the table, but the relationship is still on. So what now?

The automaker said in a statement that it still plans to work with Rivian, and that an “alternative vehicle” will one day be built on Rivian’s platform. In the meantime, however, the coronavirus pandemic that struck a major blow to Ford Motor Company’s first-quarter finances has forced the two companies to ditch their current project.

Lincoln wouldn’t say just how the pandemic scuttled its plans. You’d think the model’s development would simply be deferred to a later date as the automaker does what it can to reduce expenses amid the current production halt and sales downturn. The exact nature and timeline for the jointly developed model was similarly hazy, though a report in Reuters last November claimed the platform underpinning Rivian’s R1T pickup and R1S SUV would form the basis of a Lincoln SUV due out in mid-2022. The model — reportedly codenamed U787 ⁠— was assumed to be a midsize, three-row vehicle.

If Lincoln’s going to use a Rivian platform for something, what should that vehicle be? A flagship halo sedan or slinky performance coupe, or exactly what we thought this mystery vehicle would be until yesterday? A big, green SUV with lowered development costs seemed a fairly decent idea until the pandemic hit; should we return to normal in the future, it might seem like a good idea all over again.

Consult your crystal balls and weigh in.

[Image: Lincoln]

Steph Willems
Steph Willems

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  • SCE to AUX SCE to AUX on Apr 30, 2020

    "Lincoln wouldn’t say just how the pandemic scuttled its plans" That's because the CV had nothing to do with it. They merely realized that since Tesla is barely profitable with 2X Lincoln's sales, a niche EV in the Lincoln lineup would be a money loser. Another possibility: Rivian's battery costs may be too high. I predict Lincoln produces exactly nothing from the Rivian relationship.

    • See 2 previous
    • Inside Looking Out Inside Looking Out on Apr 30, 2020

      @aja8888 "$500 million gone for good!" For good cause.

  • Jerome10 Jerome10 on Apr 30, 2020

    What now? Oh that what now? There is no me and you, not no more. Ford is going to write down the $500M they flushed down the toilet, Rivian will go die in the trash heap, and the cycle will continue with some other automaker next in line at the cash furnace.

  • Ash78 Dear unions, thank you for your service and for expressing interest in our automotive factories. Due to your many decades of pressuring employers to do better, the more adept companies have gotten your message and have implemented most of your demands preemptively in order to maintain a better employer-employee relationship than the manufacturing industry as a whole.We truly appreciate your feedback and interest, and all it has done to improve employer relations since the industrial revolution. We take your concerns seriously and will be glad to reach back out if our situation changes.We will keep your resume on file for three years, per company policy.Sincerely,Everyone
  • Theflyersfan I'm having a tough time figuring out Mazda's recent lineup decisions. I've mentioned before how having the CX-5 and CX-50 makes no sense as it seems like they would steal each other's sales instead of conquest sales from other brands. And now here comes the CX-70 vs 90 decision. If Mazda wanted to position the 70 above the 90 with pricing, I think they should have gone the Audi Q7 vs Q8 route. The Q8 costs more, has one fewer row, and is smaller on the inside, but has the more aggressive styling and tries to position itself as the sportier alternative large CUV in their lineup. With Mazda, the 70 and 90 seem to be in the position, like the 5 vs 50, to steal each other's sales. There isn't anything compelling me to get a 70 if I get more for my money with a 90, except 100,000 miles down the road, I won't have a folded up third row seat rattling around loosely. Mazda should have brought over the CX-60 and position that where they wanted the 70. I understand it's a touch larger than the X3, Q5, and GLC CUVs, which is a sweet spot in that market. Make the CX-70 a sportier alternative 2-row instead of such a blatant cynical move of just ripping a seat out of the 90, calling it an all new model and price it in the same ballpark. I want Mazda to succeed and continue to be independent, but decisions like these make me wonder what their future plans are.
  • Daniel J This thing is just too big and not packaged great being RWD. I'd prefer a FWD/AWD pre 2024 Santa Fe sized vehicle. A true CX-70.
  • Ash78 Now that we're on the topic, I think Apple owes us all a ton of money for bringing out new phones every 1-2 years and devaluing the one I have! /sDepreciation has always been a part of car ownership, far more so now if you're getting into EVs. I think it's just the discrete nature of these depreciation events (ie, price cuts) that have everyone wringing their hands.I'm too price sensitive -- not necessarily to BUY an EV -- but for the fear of what a truly disruptive battery tech might do to them. Split the differene with a hybrid or PHEV and you've reduced your car's reliance on battery tech as the primary determinant of value.
  • Ash78 Interesting take on the pricing...superficially illogical, but Honda has been able to sell the Pilot Junior (er, Passport) for more than the Pilot for several years now. I guess this is the new norm. I have 2 kids, who often have friends, and I feel like the best option here is buying the CX-90 and removing the third row completely. It won't be pretty, but it adds useful space. We've done that in our minivan several times.I've been anxiously awaiting the 70 for over a year, but the pricing makes it a non-starter for me. I like the 50, but it's tight (small, not dope/fire/legit); I like the 90s, but it's more than we need. This "Goldilocks Solution" feels like it's missing the mark a little. Mazda could have gone with more of a CX-60 (ROW model) and just refreshed it for the US, but I suspect the 90 was selling so well, the more economical choice was just to make it the same basic car. Seems lazy to me.
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