Completely agree that’s what I meant when I said they HAVE to execute bc it’s been such a mess up to now, it will be devastating if they miss again…and again yes, production has to ramp and continue to improveI’ve been banging the same drum for months on this, but Lucid HAS to increase production speed at some point. When that happens is anyone’s guess, but assuming that it will take them just as long to produce a car a year from now as it has taken them this year is extraordinarily pessimistic. With zero ramp up, they will end up delivering under 3k cars this entire year. That would be a complete disaster for them, after dropping estimates twice already.
The people who confirmed way back in March sat through a few months with basically zero production going on. So shave those months off your estimates immediately.
I don’t expect many Touring deliveries this year, either. But I also don’t think the first ones will be delivered in June.
My guess is the bulk of the Touring reservations will be delivered BY June (if there are indeed as few of them as I think). With a chunk of them showing up as early as February or March.
I still expect confirmations for Touring to begin in September or October.