Overview

• Lucid rejected Motor Intelligence’s estimate that it sold 910 vehicles in the U.S. in September, including 130 Gravity SUVs, reiterating it reports only global quarterly totals.
• Norwegian registration data showed zero Lucid sales in September and 18 year to date despite earlier price cuts across the Air lineup.
• Late-September drone footage captured more than 2,000 Gravity SUVs staged around Lucid’s Casa Grande, Arizona, plant, signaling increased output.
• Edmunds rated Rivian’s R1S ahead of Lucid’s Gravity, praising the R1S for value and cabin execution while lauding the Gravity’s driving performance but noting interior quality issues.
• Lucid is slated to report third-quarter production and deliveries today, with leadership maintaining an internal target of 20,000 units within revised 2025 guidance of 18,000 to 20,000.