A Rivian electric delivery van wrapped in Walmart+ branding was photographed on a car hauler on I-94 in northwest Indiana today. It’s the first public sign that Walmart could become Rivian’s next big van customer after Amazon.

Neither company has announced a deal. But Walmart’s last two electric van suppliers are out of the business, and Rivian is one of the few companies still building a purpose-built electric delivery van in the US.

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