Lucid Group Inc. – Material Contracts Watch

from 10-Q 14 pages 1. Condition Precedent This Employment Agreement Shall Be Conditional Upon the Executive Having Duly Executed the Offer Letter With Lucid USA, Inc. (The U.S. Offer Letter). This Employment Agreement Shall Only Enter Into Force Upon Valid Execution of the U.S. Offer Letter by the Employee

from 10-Q 10 pages April 9, 2026 Silvio Napoli Re: Offer of Employment Dear Silvio,

from 10-Q 1 page Amendment #1 Second Vehicle Production Agreement

from 8-K 5 pages Amendment No. 7 to Investor Rights Agreement April 28, 2026

from 8-K 68 pages Second Vehicle Production Agreement Dated as of April 14, 2026 Between Uber Technologies, Inc. and Lucid Group, Inc. Second Vehicle Production Agreement

from 8-K 32 pages Subscription Agreement by and Between Lucid Group, Inc. and Smb Holding Corporation Dated as of the Date Set Forth in Schedule 1

from 8-K 68 pages Subscription Agreement by and Between Lucid Group, Inc. and Investor Dated as of April 14, 2026

from 8-K 3 pages January 20, 2026 Taoufiq Boussaid Re: Amendment to Offer of Employment

from 8-K 6 pages Amendment No. 6 to Investor Rights Agreement November 11, 2025

from 10-Q 4 pages First Amendment to Subscription Agreement

from 8-K 34 pages Subscription Agreement by and Between Lucid Group, Inc. and Smb Holding Corporation Dated as of the Date Set Forth in Schedule 1

from 8-K 66 pages Vehicle Production Agreement Dated as of July 16, 2025 Between Uber Technologies, Inc. and Lucid Group, Inc. Vehicle Production Agreement

from 10-Q 2 pages Material contract

from 10-Q 28 pages Peter Rawlinson Re: Transition Agreement Dear Peter

from 8-K 34 pages The Purpose of This Letter Agreement (This “Confirmation”) Is to Confirm the Terms and Conditions of the Call Option Transaction Entered Into Between [Dealer Name] (“Dealer”) and Lucid Group, Inc. (“Counterparty”) as of the Trade Date Specified Below (The “Transaction”). This Letter Agreement Constitutes a “Confirmation” as Referred to in the Isda Master Agreement Specified Below. Each Party Further Agrees That This Confirmation Together With the Agreement Evidence a Complete Binding Agreement Between Counterparty and Dealer as to the Subject Matter and Terms of the Transaction to Which This Confirmation Relates, and Shall Supersede All Prior or Contemporaneous Written or Oral Communications With Respect Thereto

from 10-K 2 pages January 27, 2025 Gagan Dhingra

from 10-K 6 pages November 15, 2024 Base Salary and Other Compensation

from 10-K 12 pages May 5, 2024 Michael Bell Re: Separation Agreement and Release Dear Mike: This Letter Sets Forth the Substance of the Separation Agreement and Release (The “Agreement”) That Lucid USA, Inc. (The “Company”) Is Offering to You in Conjunction With Your Employment Transition

from 10-K 5 pages Amendment No. 5 to Investor Rights Agreement

from 10-Q 3 pages Production Pricing Agreement