Lucid Motors reported zero U.S. deliveries of its new Gravity SUV in July, according to monthly estimates released Friday by Motor Intelligence, extending a streak of non-existent deliveries since April. This halt in Gravity sales contrasts with the performance of the company's Air sedan, which saw U.S. deliveries increase by 28% year-over-year to 890 units in July, marking its third-highest monthly total for 2025, trailing only March and May.

Motor Intelligence data confirms that all Lucid sales last month were Air sedans. Gravity deliveries have remained at zero for the third consecutive month, following a peak of just 55 units in January and a sharp sequential decline in February and March. April saw only five units delivered, with none recorded since. In mid-July, Cox Automotive corroborated these figures, reporting five Gravity vehicles sold in the second quarter.

Interim Chief Executive Officer Marc Winterhoff acknowledged in early May that the Gravity model has faced delays due to supply chain issues. During the company’s first-quarter earnings call, Winterhoff stated, “While we encountered a modest supply chain bottleneck that had an impact on our timeline, the more important point is that we’re taking the time to get it right, not just getting it out.” An update on the production ramp-up is anticipated at Lucid’s second-quarter earnings call, scheduled for September 5.

First unveiled in November 2023 at the Los Angeles Auto Show, pre-production Gravity units began rolling off the line eight months later, with final production units completed eleven months after the initial debut. Including 2,630 Air sedans sold in the same period, Lucid’s total U.S. deliveries reached 2,635 units in Q2, a 10% increase from a year earlier. Globally, Lucid delivered 3,309 vehicles in the second quarter, representing a 38% year-on-year increase, though the company does not break down production and sales by model.

Lucid aims to produce approximately 20,000 vehicles this year, necessitating a doubling of output in the second half of 2025. Aerial footage from early July over Lucid’s Casa Grande, Arizona plant showed approximately 600 Gravity SUVs parked, though it remains unclear how many are production-complete or awaiting shipment for semi-knocked down (SKD) assembly at its Saudi Arabia facility. The seven-seat SUV is slated for launch in Europe in the coming months, where Lucid already operates in the Netherlands, Norway, Germany, and Switzerland.

While the Air sedan has shown more consistent performance, its monthly U.S. sales remain volatile, with deliveries surging to 975 units in May before falling 14% to 840 in June and then recovering to 890 in July. March remains the strongest month of 2025 with 942 units sold, according to Motor Intelligence. In comparison, Tesla delivered 53,816 vehicles in the U.S. last month, Rivian recorded 4,200 units, and Polestar reported 542 deliveries. Total U.S. light vehicle sales reached 1.41 million units in July.

Lucid Motors’ stock has nearly returned to pre-announcement levels, erasing gains made after revealing a robotaxi partnership with Uber and autonomous driving startup Nuro on July 17. Under this deal, Lucid committed to selling 20,000 Gravity SUVs to Uber over six years. The shares closed down 1.6% at $2.62 on Friday, wiping out the rally triggered by the initial announcement.