Lucid registered 12 vehicles across its five European markets in July, down 77.4% from 53 in June and 85.7% below the 84 units of July 2025, the company’s strongest European month of last year.
The total matches February’s 12 as the weakest month of 2026 — a floor February reached with four markets, and July required five as the brand expanded to Belgium.
Seven-month registrations stand at 183 units across Germany, the Netherlands, Switzerland, Norway and Belgium, down 24.1% from 241 in the same period of 2025.
Registrations include test drive and press vehicles and do not correspond directly to customer deliveries.
The reversal was driven by Germany, where Lucid registered six vehicles — an 87.0% decline from a year earlier, according to the Federal Motor Transport Authority (KBA), in a month when German fully electric registrations grew 61.7% to 78,609 units and reached a 29.3% share of the market.
Germany had carried the bulk of the region’s volume all year, accounting for 31 of June’s 53 registrations, and its seven-month total now stands at 114 units, down 4.2% from the same period of 2025.
Zero in Two Markets
Norway recorded no Lucid registrations in July, according to data from the registration platform Elbilstatistikk — the fourth month of 2026 without a single Air sedan or Gravity SUV entering the country’s vehicle rolls, after February, March and April.
The zero follows the company’s strongest Norwegian stretch of the year, with two registrations in May and three in June.
The figures leave the seven-month total at six vehicles in the world’s most electrified car market, where Lucid closed its downtown Oslo showroom in May and consolidated operations at a suburban service and delivery center.
Switzerland also registered zero Lucid vehicles in July, according to data from the platform EU-EVs — a sharp swing from June, when nine registrations marked the company’s strongest Swiss month of the year.
The country had been Lucid‘s only European market to grow in 2025, more than doubling to 64 vehicles from 26 the year before.
In the Netherlands, home to the company’s European headquarters in Hilversum, Lucid registered four vehicles — two Air sedans and two Gravity SUVs — according to data from the Dutch automotive trade association BOVAG, one unit below a year earlier and half the eight units of June.
The split extends the Gravity’s takeover of what remains of Lucid’s Dutch volume. Of the 32 vehicles registered through July, 24 are Gravity SUVs — a model that recorded zero Dutch registrations in the same period of 2025 — while the Air has collapsed to eight units from 33 a year earlier.
The broader Dutch market slipped 2.6% in July to 28,066 new passenger cars, BOVAG data showed.
Belgium, the company’s fifth and newest European market, recorded two registrations in its second full month — matching June — after Lucid opened its Belgian test-drive center on June 2.
A Retrenchment Not Yet Confirmed
The July figures land on a European operation in the middle of a reset that Lucid has mostly not acknowledged publicly.
EV exclusively reported in early July that the board had decided to slow the push into new European markets and to cut the regional workforce before the end of September. The company has not commented on the report.
A similar silence covers the expansion calendar.
EV exclusively reported in June that the planned entries into Spain and Austria have slipped to 2027, which Lucid has likewise not confirmed, while the United Kingdom entry has been pushed to early 2028 — the third delay — with the company planning to arrive there with the Cosmos rather than either current model.
Against a stated plan of seven or eight new European markets this year, reaffirmed by then-interim chief executive Marc Winterhoff in May, Belgium remains the only entry completed with the year past its halfway point.
The Model Rebuild Underneath
The distribution overhaul continues beneath the thin volumes.
EV first revealed in February that Lucid had signed the German dealer group Wackenhut as its first European retail partner.
The Saudi-backed EV maker formally launched a hybrid distribution model in March, pairing partner-run sales and service with its own studios.
Wackenhut has sold and serviced the lineup from Baden-Baden since March 30, with a Stuttgart location promised for this summer — a window with roughly three weeks remaining.
Demand support has escalated in parallel. Lucid is running a charging-credit campaign worth up to €4,000 across its main European markets as it works to clear unsold 2026 model-year inventory on a continent where it sells fewer than two vehicles a day.
The Gravity’s European rollout began months behind schedule, with the first partner-handled delivery completed by Wackenhut in May.
Europe’s Wait Just Got Longer
Management has consistently framed the current lineup as oversized for European buyers and pinned the region’s growth on the midsize Cosmos.
That inflection point moved further away this week.
Chief executive Silvio Napoli said on Tuesday’s earnings call that Cosmos production has been delayed to the second half of 2027 from late 2026, pushing the vehicle the company calls its European volume play at least a year beyond the original window.
The July registration figures arrive three days after Lucid reported a $1.03 billion second-quarter net loss and declined to restore 2026 guidance, warning that Wall Street’s delivery estimates are too high.
Europe’s marginal contribution matched a soft month at home: US sales fell to an estimated 860 vehicles in July despite the most aggressive incentive stack the company has run in its domestic market.
