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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Amid worldwide protests against Tesla due to CEO Elon Musk’s involvement in the company, hackers have released a website with address and contact information of thousands of Tesla owners. And the same hackers say that the only way to get off the list is to prove that you’ve sold your car.
Protests against Tesla started in February, with groups picketing outside stores across North America and elsewhere.
The protesters have been pretty clear in their reasoning why – they’re not fans of Elon Musk and his recent actions.
In case you’ve been under a rock, Musk has been meddling in politics recently, after being radicalized by his twitter feed which he is hopelessly addicted to. It started with a nine-figure bribe to a convicted felon’s presidential campaign, which many thought would produce results in the form of corruption after said felon wandered back into the Oval Office (despite that there exists a clear legal remedy for insurrectionists), and appointed Musk to a fake and redundant government department which has so far expectedly failed to produce any meaningful results.
This meddling is predictably not working out great so far for Tesla, the business which produced the vast majority of Musk’s wealth and which he is still, somehow, the titular leader of.
It turns out, people don’t particularly like it when you’re part of an administration that dedicates itself to poisoning Americans, raising their costs, and harming US industry, among all the other ill-considered actions going on at the federal level. The administration Musk is a part of is actively trying to make EVs more expensive and harder to charge, both of which will harm Tesla – and your air quality.
Even Elon Musk himself acknowledges that these actions are “not good for America or the world” – or at least he did, back before he forgot how climate change works.
The unambiguous Nazi salutes didn’t help either – which were not out of character for Musk, given his history of white supremacist statements and his current support for German neo-Nazis. He has since gone on to agree with a defense of Hitler’s actions in the Holocaust.
All of this has resulted in a huge drop in Tesla popularity, and along with that has come a drop in sales and the aforementioned protests, many of which are being exercised by Tesla owners and EV fans who are dismayed that the electric car company’s leadership has taken such an anti-EV turn.
There are passive protests like Tesla owners debadging their cars, and then the active ones like those who are exercising their First Amendment right to picket outside of Tesla stores.
Musk and the government he’s a part of have responded to these protests in their expected manner: by spreading misinformation with the intent of silencing the protesters’ free speech – a fundamental right which Musk has long shown disdain for.
And then, beyond that, there are… let’s say less accepted forms of protest happening in the US and elsewhere.
Today, we’re seeing a whole new type of protest – in the form of a hacker group which got access to Tesla account data and posted it all online, exposing thousands of Tesla owners’ information on the web.
Tesla owners’ information posted on protest site
The website includes a map and a snarky message stating the site’s intent – claiming that it’s a social media site for Tesla owners, rather than a protest site. But it also says that it encourages “creative expressions of protest that you can execute from the comfort of your own home.” Though, the site also uses a molotov cocktail as a cursor replacement.
Here is the text on the site (the name of the site has been redacted here, because while the information doesn’t seem particularly harmful on its own, given that most of it is public, I’d still rather not be responsible for leading people towards it):
XXXXX is the ultimate hub for enthusiasts of the Department of Government Efficiency (DOGE)! Our innovative platform allows users to explore an interactive map of DOGE landmarks.
But that’s not all! We also cater to Tesla Motors owners, providing a comprehensive resource to locate nearby service centers, showrooms, and charging stations—all at their fingertips.
Leveraging our cutting-edge artificial intelligence algorithms, XXXXX goes a step further by connecting like-minded Tesla owners with one another, facilitating a vibrant community through shared contact information.
Join us as we revolutionize the way DOGE fans and Tesla owners connect and explore!
Is XXXXX a protest platform?
If you’re on the hunt for a Tesla to unleash your artistic flair with a spray can, just step outside—no map needed! At XXXXX, we believe in empowering creative expressions of protest that you can execute from the comfort of your own home.
XXXXX neither endorses nor condemns any actions.
Before you embark on any adventure, we highly recommend checking out the No Trace Project.
I want my information removed.
Absolutely! Just provide us with proof that you’ve sold your Tesla.
Email XXXXX. We only accept scanned documents in JPG and PNG formats.
The way that the information was leaked is not immediately apparent, nor does the group make any claims as to how it got the information. It may or may not have even come from Tesla itself, since it includes somewhat random pieces of information for each owner.
The information is categorized under different icons, with designations for Tesla stores, Superchargers, Tesla owners’ cars, and then additional people of interest – which seem to largely be known residence of staffers working at Elon Musk’s bungling government department.
A quick check of the information suggests that it is not complete – there are many Tesla owners who are not listed on the site. And most of the information seems to just be addresses, phone numbers, business names and the like – much of which is already public information. Though there are also some email addresses and social media handles associated with certain entries, which may not be public information.
Also, Tesla locations are listed – such as Superchargers and Tesla stores. These are wholly public information and can be found on Tesla’s website.
Further, some outlets have confirmed that some of the information is inaccurate.
But, if any given Tesla owner is on the list, the site offers a remedy: merely email them with a scanned document proving you sold your car, and you will be removed. We haven’t tried this out to see if it will work or not, but if any owners do, feel free to reach out to us.
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A new era of 3D printing “microfactories” is helping to turn waste plastics into “highly competitive” products fit for use in the construction industry, according to Veena Sahajwalla, professor and founding director of UNSW Sustainable Materials Research and Technology (SMaRT) Centre.
Speaking to CNBC’s Mandy Drury at Schneider Electric’s Sydney Innovation Summit on Monday in Australia, Sahajwalla said manufacturers had to direct their thinking around sustainability toward profitability.
“It’s not about saying, well I’m making it because its green. Actually, that should be the last thing. The first thing has to be profitability, does it work? Is it showing the right performance?” she said.
That thinking has pushed SMaRT to build plastic filaments made from 100% waste plastics, sourced from “all kinds of old printers.”
They are built in hyper-localized, heavily automated “microfactories” to produce personalized products.
“If this [waste-made plastic] can now be fed into a 3D printer, can you actually print a whole range of products?” she said.
One such product already made are “clamps” — or blocks — used in building and construction projects.
“Imagine all the building and construction projects where you need plants and imagine if you had to wait a long time to source these parts and components,” said Sahajwalla.
The large outlay on plants during construction projects means companies often purchase them secondhand.
SMaRT’s 3D-printed alternative, built in a Sydney microfactory using plastic filaments made from older, plastic waste, could ultimately lower costs, says Sahajwalla.
“You could literally talk to your local microfactory and say, can I make this at a comparative price and the right kind of performance?”
“This is where microfactory technologies have come in. To really close the gap to between what is seen as a waste on one hand and on the other hand make something that is high performance, high tech and competitively closing the gap.”
Hydrogen revolution?
Autonomous trucks and buses, powered by clean hydrogen-based energy, are on the cusp of hitting the roads, thanks to a technology still in its infancy.
Scott Brown, managing director of pure hydrogen, told CNBC that his firm now has a hydrogen-powered garbage truck in the city of Adelaide emitting “no diesel pollution, which can be detrimental to your health if you breathe it in,” as well as less noise pollution waking residents up during the morning garbage run.
He predicts a drop in fuel cell prices in the coming 10 to 15 years.
Car manufacturers Honda, Toyota and Hyundai have already adopted more fuel cell engineering.
Fuel cells refer to the use of hydrogen or other fuels to produce clean electricity.
“There’s not a lot of material involved. It looks like a PC and you put it into — in our case — a truck or a bus,” Brown said.
Because of its increasingly cost-effective production, fuel cell prices have come down “about 50% in the last three years,” he added.
Brown predicts that clean energy battery cell prices will “fall dramatically” in the coming decade as Chinese companies adopt more hydrogen-powered vehicles.
According to figures released by South Korean analysts SME Research Group in November, sales of hydrogen-powered commercial vehicles in China outnumbered purchases across the world.
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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