Lucid (LCID) already builds some of the most “American-made” vehicles. All of its vehicles, drive units, battery packs, and modules are produced in Arizona. After securing a new deal for American-sourced Graphite, a critical material for EV batteries, Lucid is bolstering its US supply chain.

Lucid expands EV battery supply chain in the US

Last year, Lucid made history as the first US EV maker to strike a deal with an American graphite company, Graphite One.

The new multi-year supply agreement, signed on Wednesday, builds on the partnership, supplying Lucid and its US-based EV battery suppliers with natural graphite.

Graphite One will source the materials from its site just north of Nome, Alaska, while production will take place at its proposed active anode material (AAM) plant in Ohio. The natural graphite will be used in upcoming Lucid vehicles, starting in 2028.

Lucid’s interim CEO, Marc Winterhoff, said expanding its US supply chain “drives our nation’s economy, increases our independence against outside factors or market dynamics.”

Separately, starting in 2026, Syrah Resources will supply natural graphite AAM to Lucid and its suppliers from its production facility in Louisiana.

On the company’s earnings call last month, Winterhoff said that Lucid is “in a better position than others given that we produce all of our vehicles we sell and major components like our drive units, battery modules and packs in the US in Arizona.” However, “changes in policy bring about uncertainty,” he added.

The materials will be used in Lucid’s upcoming midsize models at a lower cost. In the second half of 2026, Lucid plans to launch its midsize platform.

Lucid’s first two midsize models are expected to be an electric SUV and sedan, with a starting price of around $50,000. According to former CEO Peter Rawlinson, the midsize platform is “finally, when we compete directly with Tesla.”

For now, Lucid will focus on ramping up production of its first electric SUV, the Gravity. The Lucid Gravity Grand Touring is now available, starting at $94,900, with a range of up to 450 miles. Later this year, the lower-priced Touring trim will join the lineup, priced at $79,900.

Lucid also launched its biggest discounts on Air sedans so far, with up to $31,500 off 2025 models this June.