The tariffs that were announced yesterday only apply to entire cars and do not apply to imported parts so I would think this should not impact Lucid. It actually could even be a benefit for Lucid.
That had been the supposition from early remarks by Trump. But when the actual Executive Order emerged, it included 25% tariffs on components manufactured outside the U.S., but with some exceptions. From an NBC report:
"Speaking from the Oval Office, Trump initially said he was imposing a 25% tariff on all cars coming into the country. The White House later clarified that foreign auto parts would also be taxed at the 25% rate even if the vehicles they go into are assembled domestically.
However, companies that import vehicles under the United States-Mexico-Canada Agreement (USMCA) will get special consideration until the Commerce Department establishes a process for levying the 25% duties, the White House said.
USMCA-compliant auto parts will remain tariff-free until the commerce secretary, in consultation with U.S. Customs and Border Protection, establishes a process to apply tariffs to their non-U.S. content."
Of course, whether any of this happens is anyone's guess. Bluster, threats, and chaos seem to be the order of the day, not any stable economic program around which companies can plan.