But Rivian's time at the top may be short-lived.
The race to be the best-selling electric truck in America is on. And no, the Tesla Cybertruck hasn't even rolled up at the starting line. It's a two horse race between the 2022 Ford F-150 Lightning and the 2022 Rivian R1T as the GMC Hummer remains extremely low volume. Ford recently released its June sales report, which includes the first figures for the Lightning electric truck. The Blue Oval sold 1,837 units in the month of June, which the company says puts it at the top of the segment.
Though Ford claims to have won June, Rivian has some impressive numbers of its own. Rivian just announced its Q2 production numbers, which totaled 4,401 vehicles. That brings the company's yearly total to 7,969 units, which is far more than the 2,296 Lightnings Ford has sold in 2022. But there's a key distinction here; production does not equal sales.
Since Rivian does not break down its sales by month, it's impossible to tell how many R1T units it sold in the month of June to compare with Ford's claims. But if we take Ford's 1,837 figure and project it forward for an entire quarter, it would come out to around 5,511 units, outmatching Rivian's 4,401-unit production number. Based on this logic, it doesn't seem like a stretch to believe that the F-150 Lightning has recently outpaced the R1T.
Rivian has faced some production issues earlier this year, but company CEO and founder RJ Scaringe says the company is still on-pace to hit its year-end goal of 25,000 units. "Supply chain and production are ramping," he said on Twitter. The company's second production vehicle, an SUV called the Rivian R1S, also entered production earlier this year and will go on sale soon.
Though Rivian currently holds the electric truck production title through the first half of 2022, Ford could easily catch up if it's able to quickly ramp up production and speed up deliveries. Ford, like most automakers, has been hampered by supply chain issues in 2022, but the company says it plans to build 150,000 Lightnings per year by 2023. There's no way Rivian will match that level of production, meaning Ford will almost certainly overtake as the best-selling electric truck by the end of 2022 or 2023 at the latest. As for the Cybertruck, it has plenty of reservations, but Tesla has to put it into production first.