Overview

• Lucid said Motor Intelligence’s estimate of 910 U.S. sales in September, including 130 Gravity SUVs, is “inaccurate and not even in the ballpark.”
• The EV maker does not report monthly or U.S.-only results, with official third‑quarter global deliveries expected within days.
• Norwegian registration data showed zero Lucid sales in September and just 18 this year to date despite earlier price cuts.
• Late‑September drone footage showed more than 2,000 Gravity SUVs staged at Lucid’s Arizona plant, with the destination split between U.S. buyers and Saudi operations undisclosed.
• Lucid delivered 3,309 vehicles in Q2 and lowered 2025 production guidance to 18,000–20,000, requiring 11,325 units in the second half to hit the low end.