Lucid Motors‘ Senior Director of Supply Chain has left the company after nearly five years, shortly before the planned summer unveiling of the Cosmos midsize SUV.
The departure of Ryan Anderson adds to a wave of senior exits at the Saudi-backed EV maker over the last two years — which included a fourteen month-long search for a new CEO.
“After nearly five incredible years, my time at Lucid has come to a close,” Anderson wrote on LinkedIn this Sunday. “It has been a privilege to work alongside some truly exceptional people while helping bring remarkable products to life.”
Anderson joined Lucid in November 2021 as Director of Supply Chain for Structures and Battery Systems, according to his LinkedIn profile.
He was promoted to Senior Director of Supply Chain in July 2023.
Before Lucid, he spent more than three years at vertical farming startup Plenty as Senior Director of Supply Chain and Logistics, and over five years at Tesla — rising from Global Supply Manager to Senior Group Manager between May 2013 and June 2018.
Departure Before Cosmos Unveil
Anderson acknowledged the upcoming Cosmos SUV directly in his farewell post, referencing the midsize program he helped prepare but will not see through to production.
“While I won’t be around to see the midsize program launch, I’m incredibly excited to watch it hit the road,” he wrote. “I have no doubt it will be a tremendous success and a testament to the talented team continuing the journey.”
He thanked three individuals by name.
Peter Hasenkamp, who previously served in leadership roles at both Tesla and Lucid, was credited for hiring Anderson at both companies.
“A special thank you to Peter Hasenkamp for taking a chance on me — twice,” Anderson wrote. “Your trust and support have had a profound impact on my career.”
Hasenkamp left Lucid in February 2023.
Anderson also thanked Kevin Callanan, a former VP of Supply Chain and Procurement at Lucid who departed in October 2024, for his “leadership, guidance, and charismatic wit.”
Robert Walton, Lucid‘s current VP of Supply Chain, was recognized for his “unwavering support, dedication, and, most importantly, your friendship over the years.”
Several current and former Lucid executives commented publicly on the post.
Eric Bach, the former SVP of Product and Chief Engineer who was ousted from Lucid in November 2025 amid persistent software issues across both models, wished “all the best for your next endeavours Ryan!”
Bach’s firing was first reported by EV late last year.
Emad Dlala, the current Senior VP of Engineering who replaced Bach and now oversees all product development, also commented: “All the best, Ryan. Thank you!”
Faisal Sultan, Lucid‘s President of the Middle East, wrote that he would miss seeing Anderson at headquarters.
“Thank you for all the hard work you put in to get us going!” Sultan added.
Anderson did not disclose his next role but wrote he is “excited for what’s ahead” and plans to share more soon.
He is not the only senior employee to leave in the run-up to the Cosmos launch.
In late April, Head of Growth Marketing Bryson Shellito announced his departure, less than a year after the company overhauled its marketing department.
The same week, Bezos-backed EV startup Slate poached Lucid’s Head of North America Sales.
In early May, the company’s Senior Director of Product Management left for General Motors.
A Supply Chain in Flux
Anderson’s exit is the latest change in a supply chain organization that Lucid has significantly restructured over the past several months.
In February, the company announced Neil Marsons as its new Senior Vice President of Supply Chain, replacing oversight previously held by Claudia Gast as part of her role as SVP of Strategy and Business Development.
Gast’s resignation, first reported by EV, marked the thirteenth departure of a C-level or vice president in roughly two and a half years.
Marsons, who served as Group Chief Procurement Officer at Rolls-Royce, had been advising Lucid for six months before formally joining.
Interim CEO Marc Winterhoff said at the time that Marsons’s decades of leadership would help strengthen the reliability, performance and cost efficiency of the company’s supply chain.
“In today’s dynamic environment, supply chain excellence is critical to success,” Winterhoff stated.
In April, the company hired Tesla supply chain manager Marco García Camacho to work under Marsons on seating stamping components sourcing and procurement.
Camacho joined from Tesla after more than a decade at Continental in supplier quality and category purchasing roles.
Supply chain disruptions have repeatedly hampered Lucid‘s production efforts.
Three consecutive disruptions in 2025 — a magnet shortage, an aluminum supplier fire and a chip shortage — slowed the ramp-up of the Gravity SUV.
Winterhoff told investors at Lucid‘s inaugural Investor Day in March that the company is actively reworking its supply chain to build resilience against external shocks.
“As we all remember, 2025 was probably the worst year for the supply chain,” Winterhoff stated.
Chief Financial Officer Taoufiq Boussaid echoed those concerns, flagging supply chain disruptions that translate into price increases and situations where the company simply cannot access needed materials.
“We simply don’t know what we don’t know,” Boussaid said.
Current Scenario
Lucid‘s stock hit a fresh all-time low of $5.09 on June 5, extending a decline that has erased more than 99% of its value since the 2021 peak.
Market capitalization now sits near $2 billion — less than a third of the more than $9 billion invested by Saudi Arabia’s Public Investment Fund.
First-quarter results missed Wall Street estimates on nearly every metric: revenue came in at $282.5 million, gross margin deteriorated to negative 110.4% and net loss widened to $1.03 billion.
Lucid also suspended its full-year production guidance of 25,000 to 27,000 vehicles.
Stockholders approved all four proposals at the annual meeting on June 4, with PIF’s roughly 57% stake prevailing on every vote.
Silvio Napoli, announced as permanent CEO on April 14 and formally in the role since last week, has framed his priorities around financial discipline and consistent execution.
The Cosmos — Lucid‘s first model on the new midsize platform, priced below $50,000 — is expected to be publicly unveiled this summer.
Production at the AMP-2 plant in King Abdullah Economic City, Saudi Arabia, is planned for late 2026.
