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Lucid production falls 38% as the EV maker clears inventory

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What happened

Lucid built 2,954 vehicles in the third quarter, its lowest quarterly output since early 2025 and a 38% fall from the second quarter, while delivering 3,806 as it cleared inventory. The company has outstanding commitments for 25,000 driverless cars with Bolt in Europe and 20,000 with Uber. Lucid built 2,954 cars in three months.

Sources & evidence