Lucid Motors reaffirmed Friday that it has a “substantial order backlog” for its second model, the Gravity SUV, after EV reported that the company had launched its first-ever discount on showroom units through an email campaign.
The company expects to begin deliveries across its four European markets in early 2026. Deliveries in Saudi Arabia commenced earlier this month, as exclusively reported by EV.
The discount introduced earlier this week — the first for the three-row SUV — surprised investors, who had not anticipated any price cuts while the company is still delivering vehicles from its existing order backlog.
It also came a month after Lucid listed the first Gravity vehicles for immediate delivery on its inventory page, a move it previously said was “not a demand-related development.”
“Although we still have a substantial order backlog, temporary production constraints resulted in a few vehicles that couldn’t be matched to specific customer orders,” a Lucid spokesperson told EV on Friday in response to the report.
The company said only a “very limited number” of units are available and rejected suggestions of broad price cuts.
“There are no widespread discounts on Lucid Gravity, and we continue to focus on fulfilling existing customer orders,” the spokesperson said.
On September 21, Lucid had sought to reassure investors that listing Gravity vehicles in inventory was driven by production dynamics rather than weak demand.
At the time, the company’s global head of communications Nick Twork wrote on X: “This is not a demand related development.”
He explained the company had built “a small number of configurations based on component availability” to maintain production levels, adding that customers could “skip the wait and drive away in one of our most sought-after models today.”
Asked whether Lucid matches these ready-built units with existing orders, he replied: “They do that as well.”
The clarification came just days before the U.S. federal $7,500 EV tax credit expired, ending lease support for the Lucid Air.
Lease customers for the Gravity, however, remained eligible under a special company-backed offer introduced in mid-August.
In mid-August, Lucid Vice President of Revenue Erwin Raphael said the company would extend an equivalent $7,500 “Lucid Advantage Credit” for Gravity lease customers who missed the federal tax credit cutoff at the end of September.
