Lucid Group shares are trading flat Friday morning at $5.14 as investors process a National Highway Traffic Safety Administration recall of 27,185 Air luxury sedans over a fire risk. The defect involves an exterior lighting circuit that can overheat due to insufficient overcurrent protection, potentially causing a fire and loss of exterior illumination. The defect may also cause the lights to fail, increasing the risk of a crash. NHTSA advised owners to park the sedans outside and away from structures until the remedy is deployed. Lucid has released an over-the-air software update to enhance eFuse circuit protection, with over 20,700 vehicles already receiving the digital fix. The recall marks the largest in the company’s history. Separately, proposed 50% tariffs on foreign vehicle imports and automotive components have pressured EV sentiment, raising concerns that imported battery raw materials, specialized electronic assemblies, and other international parts could drive up unit production costs and squeeze margins as Lucid scales its Gravity SUV rollout and works toward positive gross profitability. Although Lucid manufactures its vehicles domestically at its Casa Grande, Arizona facility, the supply chain vulnerabilities remain a factor.