Arrival Results Presentation Deck

Non-binding MOUs and Orders increased to c.149k vehicles NON-BINDING MOUS & ORDERS ¹ MOUS 85% ORDERS 15% TOTAL NON-BINDING MOUS AND ORDERS BY VEHICLE TYPE VAN 95% 3 BUS 3% CAR 2% 1) SOURCE: COMPANY ESTIMATES AS OF JULY 2022: TOTAL NON-BINDING MOUS AND ORDERS INCLUDES UPS 10K ORDER AND OPTION FOR ADDITIONAL 10K VEHICLES. VAN VOLUMES INCLUDE LARGE VAN. ALL REFERENCES TO MOUS AND ORDERS ARE NON-BINDING AND SUBJECT TO CANCELLATION AND MODIFICATION. BREAKDOWN OF NOUS AND ORDERS BY REGION ASSUMES UPS ADDITIONAL 10K OPTION TO HAVE SAME REGIONAL BREAKDOWN AS FIRST 10K ARRIVAL NON-BINDING MOUS AND ORDERS BY REGION EUROPE 27% AMERICAS 719 REST OF WORLD 2%

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