A new drone flyover filmed on Monday showed more than 2,000 Lucid Gravity vehicles parked across staging lots at the company’s Casa Grande, Arizona, factory.
Since facing severe supply chain issues in the second quarter of the year, which nearly forced it to suspend production, the output of the Gravity SUV has been sharply increasing over the last few months.
Lucid delivered 3,309 vehicles in the second quarter, up 38% from a year earlier, but cut in early August its 2025 production target from 20,000 units to a range of 18,000–20,000.
To hit even the lower end of its updated 2025 production target, it must build 11,325 vehicles in the second half, almost double its first-half output of 6,675.
The footage, published Monday by YouTube channel Lucid Flys, captured rows of mostly black and green Gravity SUVs filling several lots, alongside a smaller number of Lucid Air sedans.
The YouTuber noted that the east and west staging areas previously dominated by the Air are now being taken over by the three-row SUV of the Saudi-backed EV maker.
“”Of course, down here, a”s we come to the east staging lot with Gravity, they have expanded this. They’ve taken over one more lot for Gravity. Again, mostly green and black with a few whites, which is what we saw on August 16th,” he said.
He added that activity had intensified since mid-August, when his prior flyover showed about 1,000 Gravity units. “There are a lot fewer Air sedans today, a lot more Gravity,” he said. “So I expect the inventory of Air sedans is quite low right now.”
The footage also showed 12 car haulers waiting to load vehicles, which the YouTuber described as “more than I have seen any other time.”
Lucid Flys, who has reserved a Gravity Grand Touring SUV himself, said the shift in lot composition reflects the company’s strategy to prioritize Gravity production for the remainder of the year.
“Gravity is moving further and further south into this lot… Very few Air sedans,” he noted.
The video also showed several Gravity units undergoing suspension, braking and handling tests on the plant’s track.
As reported on Monday, Lucid Motors’ website showed no available Gravity SUVs in its online inventory as of late Sunday, just twenty-four hours after the EV maker first posted units of the new three-row model for immediate delivery.
On Saturday, several Grand Touring configurations — mostly five-seat variants priced from $96,550 before fees — were listed as “available in two weeks” across multiple states.
By Sunday evening, however, the inventory page showed no Gravity units available in any state ahead of the expiration of the US federal $7,500 EV tax credit on September 30.
It remains unclear how many vehicles Lucid listed for immediate delivery. Investors raised questions on X and in online forums over the weekend, noting the company is still working through a backlog of pre-orders.
Nick Twork, Lucid’s global head of communications, clarified that the listings were “not a demand related development.”
He said the company had produced a small batch of configurations based on component availability to avoid losing production slots during supply constraints.
“These units allow customers to skip the wait and take delivery immediately,” Twork wrote, adding that Lucid also works to align such vehicles with customers who already have orders in place.
In mid-August, Lucid introduced its own “Gravity Advantage Credit,” pledging to cover the $7,500 incentive for customers who place an order by September 30 but lease between October and December.
The program, the company said, ensures buyers are not penalized by production or delivery timing. In a blog post, Erwin Raphael, Lucid’s vice president of revenue, added that existing customers with pending orders would also benefit automatically.
Supply-chain issues slowed the Gravity’s ramp-up earlier this year. As EV exclusively reported on April 2, component shortages were affecting output.
Interim CEO Marc Winterhoff later confirmed the bottlenecks on the company’s first-quarter earnings call in June.
Earlier this quarter, Lucid has said it resolved most of those issues and expects higher volumes in the second half of the year.
The latest flyover observations follow Winterhoff’s update to reservation holders last week, in which he said that while most Gravity configurations are now in production, some remain delayed by supplier constraints.
In an email obtained by EV, Winterhoff cited bottlenecks around the heads-up display and onboard power outlets but said “deliveries are accelerating” and that nearly all build combinations should be available by the end of summer.
Cantor Fitzgerald analyst Andres Sheppard expects 16,650 deliveries this year, including 6,064 Gravity SUVs.
Lucid continues to ship partially built Gravity units to its AMP-2 plant in King Abdullah Economic City, Saudi Arabia, for final assembly.
In the first quarter, more than 600 were confirmed delivered to the kingdom.
The company has also sought to reassure US buyers facing the looming expiration of the federal EV tax credit at the end of September.
In addition to the Advantage Credit program, Lucid last week said it would provide a $7,500 lease credit to customers, ensuring they remain eligible for the discount.
Industry data show a slower commercial start: S&P Global Mobility recorded just nine Gravity sales in the first half of 2025, a figure consistent with Motor Intelligence and Cox Automotive estimates.
Winterhoff has dismissed those reports as inaccurate, calling a July tally of zero sales “totally false.”
