Lucid Just Slashed Production 38% — What Is REALLY Going On?

Lucid just slashed Q3 production by 38% — but there's more to the story. In this episode, we break down Lucid's Q3 2026 production and delivery numbers, its $1.38 billion inventory problem, the company's strategy under new CEO Silvio Napoli, and why the upcoming Cosmos could be critical to Lucid's future. We also compare Lucid's numbers to Rivian and look at what comes next for the luxury EV maker. Questions? Comments? Interested in being a guest? Email us at info@evgeekstudios.com Our Recommendations from Amazon: https://www.amazon.com/shop/theevgeek Need a NACS to CCS Adapter? Consider one of the following brands: Lectron: http://evgs.xyz/Lectron A2Z EV: http://evgs.xyz/a2z EV Geek on X: https://x.com/theEVgeek Sebastian on X: https://x.com/KilowattStation Join this channel to get access to perks:    / @theevgeekpodcast   Check out the EV Geek Store at shop.evgeekstudios.com Become a Patreon member and help support and grow our podcast!   / evgeek   When buying something using links or promo codes we share, we may earn a small affiliate commission to help support our channel. This does NOT impact our reviews. #electricvehicle #automobile #electriccar #lucid