Overview

• Multiple outlets citing Nikkei report that Nissan reduced the new Leaf’s output plan by more than half for September to November due to lower-than-expected battery yields at affiliate supplier AESC.
• The Tochigi plant in eastern Japan, which builds the Leaf for the U.S. and Japanese markets, will produce several thousand fewer vehicles in some months.
• A Nissan spokesperson says the launch timeline is unchanged, with U.S. sales expected in fall 2025, deliveries in Japan within the year, and Europe around spring 2026.
• The 2026 Leaf targets a $29,990 U.S. starting price and up to 303 miles of range on the 75 kWh version, making early volumes critical to Nissan’s value-focused EV push.
• Context to the crunch includes a broader restructuring that cuts costs and jobs, a turn to Chinese supplier methods to speed output, and the Ariya’s removal from the U.S. 2026 lineup as Nissan reallocates resources.