4 dni temu
- $3,000 off: Lucid introduced the first public discount on the new Gravity SUV — a limited-time $3,000 incentive that began with an offer at the brand’s Cherry Creek (Denver) studio, according to Electrek and promo materials shared on X. Electrek
- Cheaper version on the way: Lucid reiterated that a more affordable Gravity “Touring” trim is planned, listed on its site as “available to order late 2025” from $79,900. Lucid Motors
- Bouncing back from H1 supply shock: A magnet shortage slowed Gravity’s early ramp; Lucid says it secured substitute supply and expects a second-half production acceleration. InsideEVs
- H2 mix pivot: Management says Gravity should account for most deliveries in the back half of 2025 as production “picks up through year‑end.” WardsAuto
- Deliveries & guidance: Q2 deliveries were 3,309 (revenue $259.4M) and full‑year production outlook sits at 18,000–20,000 vehicles. PR Newswire
- Context: Lucid denies a viral “nine units” claim about Gravity registrations, calling it “completely inaccurate,” and says the “real number is well into the 3‑digit range.” The Verge
What’s new: Gravity’s first discount — and why it matters
Lucid has begun selectively discounting its Gravity SUV, with a $3,000 incentive that surfaced first via an email to the brand’s local community around its Cherry Creek, Denver studio, and a flyer posted by automotive journalist Kyle Conner. Electrek reports the offer is limited in time and scope, signaling Lucid’s willingness to use targeted price moves as it ramps Gravity output. Electrek
This dovetails with Lucid’s broader pricing playbook in 2025: earlier in the year the company ran aggressive Air sedan promotions (stacked credits and bonuses) worth $31,500 on certain trims, a sign it’s not shy about using deals to spur demand. CBT News
‘More affordable’ Gravity is next
Lucid continues to point shoppers to the Gravity Touring — the lower‑priced trim positioned below the Grand Touring. On Lucid’s own site, the Touring is shown as “available to order late 2025” from $79,900, aligning with earlier launch guidance that a cheaper Gravity is coming behind the flagship. Electrek also frames the current $3,000 offer as a bridge to “an even more affordable version… soon.” Lucid Motors
What it means for buyers: If you’re trim‑flexible and timing isn’t urgent, the Touring’s arrival could offer a meaningful step‑down in entry price versus today’s Grand Touring.
The supply‑chain speed bump: magnets
Lucid’s first half was rocky: interim CEO Marc Winterhoff told investors Gravity’s production was “not where we want to be”, citing supplier capacity and a shortage of Chinese magnets. InsideEVs reports he added Lucid has “overcome most of these issues” and is “beginning to ramp” Gravity production in H2 after securing enough magnets for the rest of the year. InsideEVs
AGBI’s reporting on the same earnings cycle echoed the point, quoting Winterhoff on how vertical integration enabled Lucid to swap in substitute magnets and avoid a production halt. AGBI
Winterhoff, on Q2 call: “We are not where we want to be with Lucid Gravity production… [but] have overcome most of these issues and are beginning to ramp.” InsideEVs
H2 will be Gravity‑heavy, says management
At a September briefing covered by WardsAuto, Winterhoff said production had been “ramping steeply” and that “most deliveries the rest of the year will actually be Gravity.” That underscores the company’s plan for the SUV to dominate mix in the second half while brand campaigns (including a splashy ad push) aim to widen the funnel. WardsAuto
‘Only nine sold’? Lucid pushes back — hard
After S&P Global Mobility registration data led to headlines claiming Gravity had just nine U.S. registrations in H1, Lucid forcefully denied that equals sales, citing lags between deliveries and registrations during a ramp. VP of Communications Nick Twork called the claim “completely inaccurate” and insisted the real number is “well into the 3‑digit range.” The Verge
(InsideEVs ran a correction noting the nine‑unit figure was inaccurate as a proxy for total sales, consistent with Lucid’s explanation.) InsideEVs
Where the ramp and the discounts meet
The $3,000 Gravity incentive arrives precisely as ramp‑rate and mix become the story. In Q2, Lucid delivered 3,309 vehicles on $259.4M of revenue and trimmed guidance to 18,000–20,000 units for 2025. Reuters later reported a 46.6% Q3 delivery jump (vs. 2024) as buyers pulled forward purchases ahead of incentive changes — but still noted Lucid missed Wall Street’s delivery estimates. PR Newswire
Why discounts now? Lucid has used selective incentives (notably on Air) to smooth demand through policy shifts and supply‑chain noise; a limited Gravity offer suggests it’s applying the same playbook as production normalizes. Reuters has also noted Lucid’s use of financing/lease mechanisms to pass through federal incentives where applicable. Reuters
Expert lens: is Gravity’s price the real unlock?
Segment headwinds. “The whole EV market right now is difficult and [three‑row EVs] are especially difficult because of the higher prices and costs associated with it,” says Jessica Caldwell, head of insights at Edmunds. She adds that expectations should be tempered for volumes in this niche. Reuters
Packaging constraints. Sam Fiorani of AutoForecast Solutions notes three‑row EVs are big vehicles and “finding a way to design a battery pack around all the storage… takes a concerted effort.” Reuters
Management’s claim. Lucid, for its part, insists Gravity demand is outstripping current production and that the SUV will lead the delivery mix in H2 as the ramp steepens. WardsAuto
Investor angle. Reuters summed it up bluntly: Lucid’s fortunes rely heavily on the Gravity and on ultimately driving scale and cost down (the company has guided to more than doubling output from 2024 to 2025, then moderated that to 18k–20k). Reuters
Pricing & trims: where the “more affordable” Gravity fits
- Grand Touring (on sale): Starts at $94,900. Home | Lucid Motors
- Touring (the cheaper one): Listed “available to order late 2025” at $79,900; Lucid continues to reference this lower entry point publicly. Home | Lucid Motors
Against rivals, the Gravity plays the luxury, long‑range, three‑row role. Analysts caution that three‑row EVs can be price‑sensitive and battery‑size constrained for road‑trip use — another reason a promotional nudge (even localized) plus a cheaper trim could matter for broadened appeal. Reuters
What to watch next
- How broad do Gravity incentives go? The first $3,000 discount started local; watch whether national or multi‑studio promos follow. Electrek
- H2 delivery mix: Management pledged Gravity‑heavy deliveries — Q4 disclosures will show how much the mix shifted. WardsAuto
- Supply‑chain stabilization: Lucid says magnet supply is secured for 2025; any further snags could constraint ramp. InsideEVs
- Touring timing & pricing: The lower‑priced trim is positioned for late‑2025 ordering; firm production and EPA figures will be key for shoppers and investors. Home | Lucid Motors
Source notes & selected quotes
- Discount & affordability: Electrek flagged the $3,000 Gravity incentive and noted Lucid says an even more affordable version is coming soon. Electrek
- Promo confirmation: A Cherry Creek flyer on X reads “$3,000 Off the all‑new Lucid Gravity.” X (formerly Twitter)
- Lower‑priced trim: Lucid site — “Touring available to order late 2025 from $79,900.” Home | Lucid Motors
- Magnet shortage & ramp: InsideEVs quotes Winterhoff on being “not where we want to be” and having “secured enough magnets… through the end of the year.” InsideEVs
- H2 Gravity mix: “Most deliveries the rest of the year will actually be Gravity,” Winterhoff told WardsAuto. WardsAuto
- Registrations vs. sales: The Verge quotes Lucid’s Nick Twork calling “nine” “completely inaccurate,” saying sales are “well into the 3‑digit range.” The Verge
- Deliveries & outlook: Q2 deliveries 3,309, revenue $259.4M; FY25 production 18–20k. PR Newswire
- Market context: Reuters cites Jessica Caldwell (Edmunds) on the difficulty of three‑row EVs; Sam Fiorani on packaging challenges. Reuters
