Arrival Results Presentation Deck

Non-binding LOIs and Orders increased to c.143k vehicles NON-BINDING LOIS AND ORDERS ¹ ARRIVAL NON-BINDING LOIS AND ORDERS BY VEHICLE TYPE VAN 96% c.143k 1) SOURCE: COMPANY ESTIMATES AS OF MAY 2022: TOTAL NON-BINDING LOIS AND ORDERS INCLUDES UPS 10K ORDER AND OPTION FOR ADDITIONAL 10K VEHICLES. VAN VOLUMES INCLUDE LARGE VAN. ALL REFERENCES TO LOIS AND ORDERS ARE NON-BINDING AND SUBJECT TO CANCELLATION AND MODIFICATION AT ANY TIME. BREAKDOWN OF LOIS AND ORDERS BY REGION ASSUMES UPS ADDITIONAL 10K OPTION TO HAVE SAME REGIONAL BREAKDOWN AS FIRST 10K BUS 2% CAR 2% ARRIVAL NON-BINDING LOIS AND ORDERS BY REGION EUROPE 25% AMERICAS 73% REST OF WORLD 2%

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