Lucid Motors has corrected its production forecast for 2025 downwards as part of the current quarterly figures. Instead of the originally planned 20,000 vehicles The US electric car manufacturer now only calculates with 18,000 to 20,000 units. The announcement caused a significant drop in the LUCID share price 7,8 %.
Quarter figures under expectations
In the second quarter of 2025, Lucid achieved sales of converted 223 million euros - less than expected - and currently has a total liquidity of 4.17 billion euros.
In the first six months there was something about 6,000 vehicles produced, of it 3.309 in the second quarter. To achieve the new annual goal, Lucid has to 12,000 to 14,000 vehicles manufacture - more than twice as many as before this year.
Ambitious goals - and significant deviations
A look into the past shows that Lucid has missed its original production goals several times.
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2022: planned 20,000, produced 7,180 (delivered 4,369)
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2023: planned 49,000, produced 8,428 (delivered approx. 6,000)
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2024: planned 90,000, produced 9.029 (delivered 10,241)
For 2025 were originally 135,000 vehicles targeted - now the goal is round 85 % below.
Challenges for the e-car industry
Lucid names a "challenging macroeconomic environment" as the reason for the reduced forecast without going into detail. The entire industry is currently fighting with headwind:
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US tariff Load manufacturers like Stellantis
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Competition pressure from China puts companies like Renault under pressure
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Loosened regulations under the US government Could reduce the demand for electric cars in the USA
View of the future: Robotaxi project with Uber
Despite the current difficulties, Lucid has big plans in the medium term: from 2026 Should together with Above and the autonomous driving start-up Nuro Start a robotaxi project. Should be within six years 20,000 robotaxis come on the streets. Uber briefly invests for this 258 million euros in Lucid to modernize the production lines and the Nuro technology In the SUV model Gravity to integrate.