During a ribbon-cutting ceremony celebrating the opening of Phase 2 at its AMP-1 production facility in Arizona, Lucid Motors CEO Peter Rawlinson briefly teased the automaker’s third model in the works – a mid-size EV that will arrive as a direct competitor to the Tesla Model 3 and Model Y.
Electrek was on location this morning in Casa Grande, AZ, home to Lucid Motor’s AMP-1 production facility, which now houses Phase 2 of the American automaker’s four-phase expansion plan. Since we last visited during the start of Air production two years ago, AMP-1 has expanded from approximately 800,000 square feet in size to over 3.8 million sq. ft.
Phase 2, which will be home to production of Lucid’s second flagship EV – the Gravity SUV, also includes a stamping machine and a second body shop and provides enough room to bring supply chain storage and powertrains in-house rather than building them up the road and trucking the parts over.
To celebrate the massive (on schedule) expansion, Lucid Motors held a ribbon-cutting ceremony mere feet away from the Air’s general assembly lines, attended by Arizona Governor Katie Hobbs and US Representative Juan Ciscomani, amongst several other local mayors and Arizona politicians.
The entire Lucid crew on shift at AMP-1 gathered around the stage as CEO and CTO Peter Rawlinson thanked them for all their efforts that helped get the relatively young automaker to today’s milestone.
Everyone applauded when Rawlinson touted the specs of Lucid’s Air sedan, which, even at its lowest tier trim level, provides better range (419) than its “closest competitor” (ahem, Tesla). The crowd oohed and aahed when Lucid’s CEO discussed the performance and market potential of the ultra-roomy Gravity SUV (for good reason). Still, one quick slide during the hour-long event genuinely caught my eye, and I’m surprised more people weren’t paying attention.
Rawlinson confirmed that a third Lucid model is in the works and physically exists in its development form. It will be a mid-size EV and the company’s first model with mass-market appeal. Better yet, Lucid’s CEO has come out and said this new EV will directly compete with Tesla – more specifically, the Model 3 sedan and Model Y crossover.
Lucid’s mid-size Tesla competitor coming, but a ways away
Following the event, a more affordable Lucid model was all I could think about, although there were plenty of other sights and essential people to chat with to pique my interest further.
For example, Lucid’s senior vice president of design and brand, Derek Jenkins, walked me around the Gravity SUV inside and out, which I will follow up on in a separate piece. But as Jenkins and I sat in the front seat of Lucid’s second model, he shared some tidbits of what we can expect to see on what we are now calling “project mid-size.”:
Mid-size is a super exciting program. The whole point of all of this is to establish ourselves in this luxury segment and then take all the attributes, all the capability, and a version of the technology and go mainstream. That’s what that car represents, and it has all of that, surprisingly. So stay tuned. We’re going to say as much as we can as soon as we can, but I will say the design is fairly solidified at this point, but there are still things being reviewed,
Before my tour of AMP-1 Phase 2, I got a few minutes to sit down with Peter Rawlinson, who immediately reminded me that he has made good on his timelines to deliver Air and quadruple the size of AMP-1 by 2024. His next promise? “Gravity is going to be awesome.”
From what we’ve seen so far, it looks like another work of art in design, luxury, and, most impressively, in my opinion, efficiency – not just in kWh, but in space utilization and sheer optimization throughout the SUV.
While much of the early chat from Rawlinson was regurgitated specs from the presentation or details you can read on Lucid’s website, in the core of the CTO and CEO exists an ethos of “er.” As in, delivering cars that drive faster, go farther, last longer, and eventually are cheaper. Rawlinson shared that strategy with me last time we were in Arizona together, following the launch of Air production, sharing that he understands that the company’s vehicles are expensive, but that’s never been the end game.
The goal is to use that optimized technology and (hopefully) profits from those higher-end model sales to deliver a fully scaled, mass-market EV everyone can enjoy. That’s a similar strategy taken by America’s EV sweetheart Tesla with the Model 3, years after Rawlinson had left following his work on the Model S.
With Gravity production slotted this year and a third EV model design “fairly solidified,” Lucid is now targeting a much more significant chunk of consumers interested in a Tesla, and its CEO is quite open about it. Rawlinson was detailing Lucid’s second AMP facility, which will be erected in Saudi Arabia and have an annual capacity of 150,000 units annually. According to Electrek’s interview with the CEO, it will also be home to the production of the new mid-size model:
‘Mid-size’ is going to be our more affordable car – more of a (Tesla) Model 3, Model Y competitor. That’s coming in just a few years time. It already exists in a design studio, and it’s already with advanced engineering. I’m already working on ‘mid-size’ as I am on Gravity, on the technical side.
I immediately asked Rawlinson if Lucid’s Mid-size model would specifically be targeting the same audience and price range as the Tesla Model 3 and Model Y, which he confirmed and shared the following:
Our mid-size is, for the first time, its overtly going to be a Tesla competitor. Its going to be the Tesla Model 3 and Model Y. It’s our big volume platform and we’re going to do this and this is a few years from now.
I want to be very clear about that – we may be Mercedes’ competitors today, but we’re going Model 3 and Model Y.
“Years away” feels like a decade in the ultra-fast world of EV development, and Lucid will probably have to take a few more lumps before it reaches scaled production of “project mid-size” (remember, the Model 3 almost bankrupted Tesla).
A lot will depend on the success of Gravity – not only in sales but what the unique SUV can bring to Lucid in terms of clout and brand recognition, ideally driving more consumers to learn more about Air and, eventually… hopefully, this new mid-size EV.
Nothing for you Tesla Stans fans to worry about just yet; Lucid has homework to do, but competition breeds innovation, and it’s nice to see another American automaker, at the very least, targeting quality affordable EVs. Let’s hope it can deliver.
Bonus question – What do we think “mid-size” will be called? I’m betting something like “arcane” or “ether, you know, since “Ocean” was already taken. Hey, those could at least make for better code names than “Project mid-size.”
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Tesla (TSLA) has officially obtained a permit in California to operate an internal fleet for a ride-hailing service, but it’s not for robotaxi yet.
In fact, the automaker hasn’t even applied for an autonomous driving permit yet.
A few weeks ago, it was reported that Tesla had applied for a ride-hailing permit in California.
Even though many linked it to Tesla’s Robotaxi effort, it was specifically for the right to operate an internal fleet of vehicles with drivers to offer a ride-hailing service.
Tesla had already disclosed that it was offering such a service to its employees in the Bay Area.
Now, the CPUC has confirmed that it has approved Tesla’s application (via Reuters):
The California Public Utilities Commission (CPUC) said it approved Tesla’s application for a transportation charter-party carrier permit (TCP), a license typically associated with chauffeur-operated services, allowing the company to own and control a fleet of vehicles and transport employees on pre-arranged trips.
After Tesla’s stock crashed 5% today, the automaker’s stock went up 1.3% in aftermarket trading on the news.
The speculation is that this is in anticipation of Tesla launching its “robotaxi service”, but a CPUC spokesperson confirmed that the permit doesn’t allow Tesla to do that and that the automaker has yet to apply for a permit that would enable such a service.
Last year, Tesla CEO Elon Musk claimed that Tesla would launch “unsupervised self-driving in Texas and California in Q2 2025.” That’s within the next 4 months.
However, we suspected that this would not be “unsupervised self-driving’ in customer vehicles like Tesla has been promising since 2016, but an internal fleet with teleoperation support in a geo-fenced area for ride-hailing services, much like Waymo has been doing for years.
Sure enough, Musk confirmed last month that this was the plan for Austin in June. We describe this as a “moving of the goal post” for Tesla.
With the focus on Austin in June, Tesla stopped talking about California, which was announced to happen at the same time as Texas last year.
Currently, the prediction market Polymarket puts the odds of Tesla launching robotaxis in California in 2025 at 29%:
Electrek’s Take
As I previously stated, I believe Tesla will use this permit to expand its existing ride-hailing test program in California to non-employees.
It will use that to iron out the ride-hailing system while it continues to work on its self-driving system, which is obviously the hard part to solve.
That said, I wouldn’t be completely shocked if Tesla launched a “robotaxi” in California this year. It just won’t be what Tesla has been promising for years: customer vehicles built since 2016 would be capable of self-driving at a robotaxi-level (4-5 SAE levels).
Instead, it will be an internal fleet with teleoperation support in a geo-fenced area, much like Waymo has been offering in California, Arizona, and Texas for years.
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GE Vernova is going to supply more than 100 US-made wind turbines to renewables developer RWE for 308 megawatts (MW) of wind projects in west Texas.
RWE is repowering its 127 MW Forest Creek wind farm near Big Spring, Texas, and will kick off construction of the 181 MW Honey Mesquite project in fall 2025. These two projects will deliver 308 MW of clean energy with 109 of GE Vernova’s 2.82 MW wind turbines.
Construction is now officially underway at Forest Creek, bringing some big upgrades that’ll extend the wind farm’s life, which was commissioned in 2006, by another 30 years. The original wind towers, turbines, and other gear are all being decommissioned, and 45 new GE Vernova turbines are each getting fresh foundations. Forest Creek is set to be back online by the end of 2025. RWE is teaming up with Wanzek Construction (part of MasTec Renewables) to recycle or repurpose the old blades, rotors, and nacelles.
Repowering is becoming big business – GE Vernova’s onshore wind business announced in January that it received orders in 2024 to repower over 1 gigawatt (GW) of wind turbines in the US.
RWE’s new wind farm, Honey Mesquite, in Glasscock County will begin construction later this year and is expected to come online in late 2026.
Together, the two projects will create hundreds of construction jobs and bring in millions in new economic activity to the region. RWE, the US’s third-largest renewables company, says it’s invested $9 billion in Texas since 2007 when Forest Creek first began operations.
Scott Stalica, executive director of North American commercial operations at GE Vernova, said, “These projects are another example of how wind power can support the country’s growing energy needs while creating US jobs and bolstering energy security.”
Texas generates more wind power than any other US state. In 2023, Texas led the US in utility-scale wind-powered electricity generation, producing nearly three-tenths of the country’s total, according to the EIA.
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The world’s first electric muscle car, as Dodge calls it, is now arriving at dealerships in a new “Bludicrous” color. Dodge also launched a new virtual experience that lets you create the Charger you’ve been dreaming of right on your phone. To sweeten the deal, Dodge is offering hefty discounts of up to $12,500 on the new Charger Daytona EV.
Dodge launches Charger EV Virtual and big discounts
After the first electric Chargers began arriving at dealerships in January, Dodge introduced a fun, interactive new way for you to create a custom Charger from home.
Since the electric Charger is “loaded with new tech and performance features,” Dodge wants to give you the chance to experience it before you visit the dealership.
The new Dodge Charger Virtual Experience allows you to learn more about the electric muscle car’s performance, technology, design, and more. You can access it by scanning a QR code (shown below).
You can create your own Dodge Charger Daytona R/T or the 670 horsepower Scat Pack model, choosing from the different colors, interior themes, and package options available. The interactive experience even lets you open and close doors, fold the second-row seats, activate exterior and interior lights, and more.
The Dodge Charger EV has eight exterior color options, including the new “Bludicrous” blue, which costs an extra $795.
You can choose from After Dark, Destroyer Grey, Diamond Black, Peel Out, Redeye, Triple Nickel, and White Knuckle. Dodge said the new color will also be offered on the upcoming four-door Charger and gas-powered SIXPACK models later this year.
With up to 670 horsepower and 627 lb-ft of torque, the Scat Pack model has “SRT-like performance,” including a 0 to 60 mph sprint in 3.3 seconds. It starts at $73,190.
The Dodge Charger Daytona R/T starts at $59,995 with up to 496 horsepower. If you’re looking for a deal, Dodge launched a $7,500 National Consumer Cash rebate on all 2024 Charger Daytonas.
| Dodge Charger Daytona EV trim | Horsepower | 0 to 60 mph time | Starting price |
| Dodge Charger Daytona R/T | 496 hp | 4.7 seconds | $59,995 |
| Dodge Charger Daytona Scat Pack | 670 hp | 3.3 seconds | $73,190 |
Combined with a $3,000 National Dodge Performance Days Combo Bonus Cash and a $2,000 conquest cash offer, you can save up to $12,500. Other offers include 0% interest for 72 months and a $3,000 Bonus Cash Allowance or monthly leases as low as $519.
Ready to test out the electric muscle car in real life? We’re here to help you get started. You can use our link to find offers on 2024 and 2025 Dodge Charger EV models at a deal near you.
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