Lucid's Bolt agreement targets at least 25,000 autonomous vehicles in Europe, but the Cosmos SUV was delayed to late 2027. The fleet opportunity and production setback point in different directions, leaving Lucid's outlook without a clear change.
The European fleet plan could open a new use for Lucid's vehicles and software. But the Cosmos SUV delay pushes back its planned affordable model, and the story also cites cash-spending concerns. These competing developments leave Lucid's outlook without a clear change.
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