Overview

• Nissan told dealers it will pause production of the 2026 Ariya for the U.S. and halt imports after the 2025 model year, leaving sales to existing dealer inventory with full service, parts, and warranty support.
• The company is reallocating resources to the redesigned 2026 Leaf, which Nissan says will launch as the lowest-priced new EV in the U.S. market with a $29,990 starting price and an estimated 303-mile range for the S+.
• Analysts and reports cite the new 15% tariff on Japan-built vehicles and shifting federal EV incentives as factors that make the Japan-assembled Ariya harder to price competitively.
• A White House official disputed tariffs as the primary driver, pointing instead to the Ariya’s sub‑20,000 U.S. sales in 2024 despite year-over-year growth.
• Nissan’s EV rollout is further constrained by battery supply issues that have trimmed Leaf output plans, and the company has delayed two planned electric crossovers for its Canton, Mississippi, plant by about 10 months.