Late Surge
January 6, 2026
Jay RameyLucid's year-end production push pays off, but beyond the Gravity there are other challenges on the horizon.
Between the tariff shoving match, the demise of the $7500 EV tax credit, and drops in demand bad enough to cancel or send home several models, plenty of EV makers posted declines in 2025. But when the numbers were added up, Lucid Motors was not one of them.
The Arizona-based automaker revealed that it built twice as many EVs in 2025 compared to 2024, building 18,378 and delivering 15,841 vehicles. That’s a 104% gain over 2024 in build numbers, and a 55% gain in deliveries. And almost half of the production total came from the fourth quarter of the year, representing a 116% gain over the third quarter of 2025.
“During Q4 2025, Lucid produced 8,412 vehicles, up 116% compared to Q3 2025, and delivered 5,345 vehicles, up 31% compared to Q3 2025,” the EV maker noted.
Lucid Motors did not break down its deliveries by model, though CFO Taoufiq Boussaid noted during the Q3 2025 earnings call that Gravity production was expected to account for the majority of the EV maker’s output in the fourth quarter, which appears to have materialized as predicted.
The SUV, Lucid’s second model after the Air sedan, still saw a slow start in 2025 owing to chip, magnet, and aluminum supply shortages.
“I’ve said before that our delayed ramp-up of the Gravity is mainly due to a small number of suppliers not able to ramp as expected,” Lucid Motors CEO Marc Winterhoff admitted back on the same earnings call back in November 2025.
“On top of that, we had to cope with a number of extraordinary external headwinds that threatened to shut our production down several times throughout the year. That’s why we are not where we want to be.”
All the issues with the new Gravity SUV, in production since December 2024, haven’t been ironed out yet. The SUV has seen a number of infotainment software glitches, including display blackouts on startup, updates failures, and key fob detection issues that the EV maker has tried to address with over-the-air updates.
“We’ve heard the feedback, and we understand your frustration,” Lucid CEO Marc Winterhoff wrote in an email to owners in December 2025.
“Lingering software problems have unfortunately affected our customers’ experience and satisfaction,” Winterhoff said, adding that he shared the customers’ frustration.
Still, with 18,378 vehicles built in 2025, landing within its estimated window, Lucid is still firmly among smaller EV makers by volume, having experienced a rough few years early in the pandemic.
2026 is bound to be another crucial year for Lucid as it gets ready to begin production of its next model, known as Project Midsize for now that may end up being badged as the Lucid Earth. The midsize crossover, targeting the likes of the Tesla Model Y, is currently expected to enter production at the end of 2026.
Project Midsize will be produced both at Lucid’s AMP-2 plant in Saudi Arabia, and perhaps later at the automaker’s Casa Grande, Arizona AMP-1 site as well.
“We will have still to make some investments, but it’s actually not that much. Much of the investments that are needed in order to produce the vehicle are already there,” Winterhoff said back in November 2025 regarding the upcoming crossover’s second potential assembly site in the US.
Still, the midsize EV, expected to start just below the $50,000 mark, will land in a busy segment that has already shown some signs of creaking under various stresses over the past couple of years, with a number of players from Team Germany still fighting Tesla over slices of that pie. Rivian is set to join that size and price category as well in 2026 with the R2.
A year from now, getting Lucid Gravity production up to cruising speed may still end up seeming like the easier task, given the headwinds the EV industry faces at the moment and the competition that will be there in 2027.
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