Core Insights - Amazon has initiated testing of Chevrolet BrightDrop electric delivery vans as part of its plan to deploy 100,000 electric delivery vehicles by 2030, indicating a potential diversification of its supply chain beyond Rivian [1] - Rivian has only delivered 30,000 vehicles to date, with significant production increases not expected until 2026-2027, which has prompted Amazon to explore other suppliers [1] - The collaboration with General Motors could significantly boost GM's nascent commercial electric vehicle business if they secure Amazon's orders [1] Group 1 - Amazon is evaluating multiple suppliers, including General Motors, Ford, Stellantis, and Mercedes-Benz, to supplement its delivery fleet [1] - BrightDrop electric vans have a range of 272 miles and have already been adopted by FedEx and various public sector fleets, which may enhance their market application through the Amazon partnership [2]
亚马逊(AMZN.US)评估除Rivian(RIVN.US)外电动货车选项,通用BrightDrop测试启动