Connect with us

Published

on

Big changes are hitting the US car market this week – but uncertainty bring opportunity, and few companies have less to lose and more to gain from 2025’s automotive turmoil than Nissan. With a new, enthusiastic CEO, interest from Foxconn and Honda, and a number of American manufacturing sites already in operation, Nissan has a chance – but the new LEAF is a snoozer, and they’ll have to do better if they want to survive.

Once upon a time, a new Nissan LEAF would be the biggest news of the day – especially on an EV site. Such is the state of things in 2025, however, that an all-new Nissan LEAF reveal doesn’t even make into the day’s “Featured” stories app.

And, frankly, it’s no wonder. Back in 2021, Nissan showed its Ambition 2030 presentation. TTAC’s Matt Posky called it, “an hour of wishful thinking,” and rightly pointed out that the company had closed out 2020 with a raft of layoffs, billions in losses, and shocking build quality issues. The general consensus at the time was that if a bevy of poorly-conceived, hastily rendered CGI concepts was the best Nissan could put out, it was well and truly lost.

That was then. Now, there’s hope. The brand has nothing left to lose, and Nissan’s incoming CEO, Ivan Espinosa, spent two decades growing the brand in Mexico. And he’s not just a sports car enthusiast – but, crucially, a Nissan sports car enthusiast, with what appears to be a sincere love for classic rides like the OG Sentra SE-R, the J30 Maxima, and every proper Z and GTR that ever rolled off an assembly line.

Advertisement – scroll for more content

But enthusiasts don’t buy cars. Not new ones, anyway. And new enthusiasts aren’t created at auto shows or expos – they’re created in the driver’s seat. Espinosa might understand this. And if he does, he’ll embrace these five ideas, and drive Nissan back to victory lane.

1. Ditch technology

Nissan 240Z interior; via MS Classic Cars.

See that? That’s a beautiful, classic Datsun 240Z interior, filled with character, natural materials, and all manner of buttons, switches, knobs, and levers. Granted, there are a lot of issues with these things, and they’re probably more expensive to produce in 2025 than the now-ubiquitous array of touchscreens, but all this physical interaction created engagement.

This isn’t an old guy waxing nostalgic about the olden days, kids – engagement is what the companies with the most fervent fanbases have, and it’s that push for engagement that has led car companies to examine the object people interact with the most (their phones), and misguidedly do everything they can to either make their cars feel more like peoples’ phones, or build cars that drive people around so they can keep interacting with their phones.

Nissan can’t build phones better than Xiaomi can build phones, Nissan doesn’t have the money to build up advanced ADAS or “self-driving” features like Tesla, and literally no one – not even Honda – has given me a good answer as to why anyone would want an AI like Honda’s new ASIMO OS in their next car.

If Nissan can’t compete, they shouldn’t try. Ditch the tech. Ditch the cost. Ditch the electronic gremlins and J.D. Power hits for glitchy OS integration. Get back to the basics of building great cars. And to build a great car, you must …

2. Simplify, and add lightness

Lotus Elan S4 drop head coupe; by Grenadille under CC BY-SA 4.0 license.

… it was the great Colin Chapman, founder of Lotus Cars, who said that making a great car was easy. “All you have to do,” he explained, “is simplify, and add lightness.”

To be clear, Americans don’t want efficiency. Being efficient in the US, being frugal, being affordable – all of these are “bad” things in America, where bigger is better and being forced to admit that you don’t have the cash to buy a thing you want right. This. Second. is a top 5 fear.

But Lotus’ cars aren’t seen as cheap. They may be simple. They may lack some of the bells and whistles and lots of the sound deadening, ultra-high powered HVAC, and audio features of their peers, but they’ve turned those omissions into strengths, and Nissan can do the same.

After proudly ditching the phone-like tech experience, connectivity, and ADAS features, Nissan’s cars will already be simpler, more physically engaging experiences. The next move is to cut weight (and costs) by cutting features.

Power seats? Gone – replace those with high-quality, multi-adjustable lightweight seats and wrap them in high-quality materials. Massive, 20″ wheels? Get back to 16s. 18″ at the most. Ditch the center screens and radios, but include a high-quality dock for people to add their own devices for navigation and music. Sound insulation? Cut it in half. High-end audio experience? No. Ditch the space heaters and embrace more efficient heated seats and steering wheels in EVs.

Keeping things simple can be easily spun into a marketing plus, and the increased efficiency will pay massive dividends in both vehicle dynamics and range, since it simply takes fewer kW to move fewer kg. Plus: driving lightweight cars is just more fun.

3. Embrace the right to repair

nissan mechanic right to repair service
Nissan express service; via Nissan.

Nissan’s dealers are in revolt – and for good reason: there’s just too many of them. According to some reports, the average Nissan dealer has lost 400 new car sales (annually) per store. That’s significantly higher than the industry average (86), and some 40% of the Nissan dealer body was in the red through the first six months of 2024.

There are Fiat, Mini, and Mitsubishi dealers that only do 400 units per year. Lots of ’em, in fact, and the only real way to cut those losses and save the company’s top performers is to shutter the bottom third (frankly, even that might be too many).

I’m not the only one saying this, and the problem isn’t just volume.

But where, then, does that leave Nissan’s established owner base? Not having enough dealers and service centers is a huge problem for trillion-dollar Tesla, so you can be sure that nearly bankrupt Nissan is in no position to solve the same problem.

The solution is to open up, and embrace right to repair.

Nissan, more than any other carmaker, has a huge number of relatively dependable cars already in the market and everything to gain from giving away access to those cars’ technical secrets. With relatively little effort, Nissan could release a series of online technical support materials, technician training, and more. And if Nissan gets really smart, they’ll post those classes on LinkedIn Learning, enabling professionals and hobbyists alike to complete the training and post certificates on their walls.

Imagine what that could do for a young person just getting started. Imagine what that could do for someone who’s looking for a project car. Imagine what Nissan could do for the communities its cars serve by empowering a generation of factory-trained Nissan technicians. Heck, imagine the real cash value it would bring to its entire used car base, if those old Nissans were objectively easier to own and maintain and keep on the road than “brand x.”

For a company that needs to shed dealers but can’t afford to alienate existing customers, this is a no-brainer.

4. Break the addiction to subprime lending

A real ad from a Chicago-area Nissan dealer.

When volume is down, profits are down, and that creates an opportunity for unscrupulous sales and finance managers to push predatory opportunistic business practices up through a chain of command that might otherwise push back on short-term gains at the expense of long term growth.

In other words: UFOs might be real, but rent is still due on the first.

Reducing the number of dealers (see #3, above) and differentiating their product line (#1 and 2) will help Nissan dealers compete on something other than price. Once they can step back from being the cheapest offering in a given segment, they can step back from the “get me done” deals that are putting food on the table today.

Nissan has to be a willing participant, though. It also has to understand that, even if rolling back its subprime lending will upset its broader dealer base, it will be better for the brand and the remaining dealers to break the subprime addiction. In the end, Nissan’s customers will thank them for keeping them out of 19% car loans, and the dealers that wail and moan and protest the loudest will be the ones Nissan should be getting rid of, anyway.

5. Nissan needs to care

2011 Nissan Cube Krom; via Nissan.

Let’s get one thing straight: the Nissan of 2025, the one that’s hemming and hawing about a new GTR and whether or not it should stay committed to EVs or buy a bunch of batteries from Toyota doesn’t really care about its cars. Not really really … but Nissan used to care.

Nissan used to care so much about its product, in fact, that it once did something that seems unthinkable in today’s modular-construction, Ultium electric-skateboard-platform EV age. And what made that “something” all the more astonishing was that they didn’t do this for the six-figure GT-R or some 370Z halo car – they did it for the lowly Nissan Cube.

What is that something? They built an entirely new body for RHD and LHD markets.

That’s right, kids. Where every other car company on earth would be content to just move the car’s controls from one side to the other and do whatever they could to mask the fact that they did so as inexpensively as possible, the Nissan of yore took a lowly subcompact – the Nissan Cube – and built a complete mirror-image of the “home market” RHD model for LHD markets.

That decision speaks to an absolutely massive commitment. A commitment to build two sets of stampings, two sets of expensive window shapes, two sets of stuff I probably haven’t even considered, and it was all done for what? To eliminate a blind spot?

Can you imagine the amount of sheer, epic, truckloads of f*cks you would have to give in order to sit in a boardroom and argue that your company should spend millions of dollars in tooling and certification and assembly line re-jiggering because someone, somewhere else, might have a bit of a blind spot when they look over their right shoulder? (!)

The mere suggestion of such a thing would be a career-ender at GM or, for sure, Stellantis. Nissan didn’t just listen to that unnamed engineer (and it had to be an engineer), they went ahead and did it. They built an entire mirror-image of their home market Cube, and they did it so quietly that I bet more than a few of you reading these words never even realized they’d done it.

Nissan needs that level of caring now, more than ever. And the new LEAF? That weird, high-riding, not-quite a sedan and not-quite a crossover and not-quite attractive and not-quite premium but not-quite cheap EV that’s supposed to represent some kind of turning point for the brand?

That ain’t it.

That’s just my take, though. Head on down to the comments and let me know what you think Nissan needs to do to stage a comeback in the comments.

Original content from Electrek; featured image via Nissan.

FTC: We use income earning auto affiliate links. More.

Continue Reading

Environment

China’s 3-row 872hp SUV would destroy the EU/US market: $40K Lynk & Co 900 PHEV 

Published

on

By

China's 3-row 872hp SUV would destroy the EU/US market: K Lynk & Co 900 PHEV 

On our trip to Shanghai auto show facilitated by Zeekr, my colleague Scooter and I got to see an unbelievable amount of EVs from 20+ makers, many of which we’d never heard of. Each maker offered an incredible array of models but one in particular stood out to me: the Lynk & Co 900.

One thing I love about this Plug-in Hybrid is that it has a relatively huge battery and could be ridden fully electric, outside of road trips. The two 45-52kWh battery options provide somewhere between 220 and 280 km of range using China’s optimistic calculator. That’s 137 – 174 miles of EV range before the gas motor kicks in and about six times the average daily commute.

Zeekr, Lynk & Co’s sister company, has an even bigger battery, but gawdier PHEV with a 380km/236 mile range before the gas kicks in. At this point, we are really talking about an EV with a range extender.

As with many Chinese luxury vehicles, the second row seats really stood out. They are as comfortable as a laz-y-boy and offer to electronically spin around 360 degrees to make the 2nd and 3rd row a conference area. I nearly fell asleep in them a few times. OK I did but that’s because of jet lag or something. I can’t get over how futuristic the back of this car is.

Advertisement – scroll for more content

Lynk & Co 900 is 524 cm long, 199 cm wide, 181 cm high and has a wheelbase of 316 cm and uses the SPA Evo modular architecture.

The drive is smooth and quick and never once did that petroleum engine kick in.

The 900 comes with standard roof-mounted LiDAR, with higher-priced variants powered by Nvidia’s Thor smart driving chip enabling door-to-door navigation with G-Pilot H7.

Its sleek body isn’t just for looks as it hits the wind tunnel with an impressive drag coefficient of 0.291 Cd. It also boasts a top tier 0-100 km/h in 4.3 seconds.

Lynk & Co is making waves with its upcoming 900 model, which has already received over 40,000 pre-orders ahead of its official launch on April 28. Built on the SPA Evo architecture, the six-seater combines class-leading 88.2% space efficiency with innovative 180-degree rotating second-row seats, targeting premium family buyers seeking versatile cabin configurations. The intelligent cockpit features front and rear 30-inch 6K displays driven by dual Qualcomm 8295 chips, delivering 60 TOPS computing power for eight-screen coordination via the LYNK Flyme Auto system. Powering the SUV is a 2.0T plug-in hybrid (PHEV) powertrain with 3-speed DHT Pro transmission and dual rear motors, generating 650kW total output to achieve 0-100km/h acceleration in 4.3 seconds – positioning the 900 as one of the fastest electrified SUVs in its segment.

It turns out that there are other similar vehicles from other Chinese makers including the Li L9, Denza N9 and Aito M9.

Electrek’s take:

The Lynk & Co 900 is the Chinese EV market in a nutshell:  90% of the car at half the price of its western rivals. Compare to a Range Rover, Rivian R1S, the upcoming Scout, Hyundai Ioniq 7 or a Kia EV9 and it is hard to imagine how well these would sell in the US and Europe.

Something else I love to see is a huge battery PHEV with enough range for reasonable daily tasks before the gas engine kicks in. Scout has a similar idea so we might get to try something similar in the US.

Even in China Lynk&co has noted it had 40,000 pre-orders before launch, so I think this is going to be a popular vehicle. I don’t think, even with the bananas current trade climate, this one will show up in the US. Europe on the other hand might want to keep an eye out however.

FTC: We use income earning auto affiliate links. More.

Continue Reading

Environment

Home solar prices just hit record lows – and storage is even cheaper

Published

on

By

Home solar prices just hit record lows – and storage is even cheaper

If you’ve been holding off on going solar, now might be the time to revisit that quote. According to EnergySage’s new Solar & Storage Marketplace Report, prices for both home solar and solar + storage reached record lows in the second half of 2024.

EnergySage, an online solar shopping marketplace (and Electrek affiliate) analyzed millions of quotes from installers across the US in its 20th semiannual report. The data covers January through December 2024 and offers a detailed look at what homeowners pay for solar panels, batteries, inverters, and more.

Home solar and battery storage price quotes hit record lows

The median price for solar-only systems dropped to $2.65 per watt in the second half of 2024, down from $2.80 per watt earlier in the year. That’s the lowest price EnergySage has recorded.

Battery-backed systems saw an even bigger price drop: home solar + storage quotes fell from $2.59 per watt in H1 2024 to $2.40 per watt in H2 2024. Tesla’s Powerwall 3 is playing a big role in the storage price drop. The new version includes an integrated inverter, which shifts some of the cost from the solar quote (measured in $/W) to the storage quote (measured in $/kWh).

Advertisement – scroll for more content

These falling prices were driven by a mix of factors. Equipment costs have dropped – Wood Mackenzie reports that residential solar panel prices were down 30% year-over-year. High interest rates and stable electricity prices have softened demand, pushing installers to offer more competitive pricing. And in California, changes to the state’s Net Billing Tariff have also pressured installers to drop prices.

“Heading into 2025, solar and battery prices had never been lower on the EnergySage Marketplace, and for homeowners, that means more affordable and accessible clean energy solutions,” said Emily Walker, director of content and insights at EnergySage. “This creates a compelling record-low benchmark to measure against as we begin to see the effects of shifting policies and tariffs take hold this year.”

Say hello to high-wattage solar panels

Home solar panels are getting more powerful, faster. In H2 2023, 81% of quotes included panels rated under 400 watts. By H2 2024, that number had dropped to just 14%. The shift is thanks to advances in panel efficiency and design: Either the panels themselves are getting bigger, or they’re packing more power into the same space.

High-wattage panels can reduce the number of panels needed per home, saving space and installation time. But there’s a wild card in 2025: tariffs. Bloomberg reported in April that the US had a stockpile of 40-50 gigawatts of solar panels at the end of 2024, which may buffer the US solar industry from big price hikes. However, that could slow down innovation and complicate the supply chain.

“As panel technologies improve, more homeowners are being offered higher-output systems – meaning fewer panels, more power, and a better return on investment,” said Walker. “We’re closely watching how inventory strategies and upcoming tariffs may shape this trend.”

Read more: Tesla Powerwall 3 is disrupting the solar inverter market


To limit power outages and make your home more resilient, consider going solar with a battery storage system. In order to find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. They have hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use and you won’t get sales calls until you select an installer and you share your phone number with them.

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisers to help you every step of the way. Get started here. –trusted affiliate link*

FTC: We use income earning auto affiliate links. More.

Continue Reading

Environment

Rivian (RIVN) quietly built an EV battery supply to brace for Trump’s tariffs

Published

on

By

Rivian (RIVN) quietly built an EV battery supply to brace for Trump's tariffs

Rivian (RIVN) is already preparing for changes under the Trump administration. In anticipation of Trump’s new auto tariffs, Rivian built a reserve of EV batteries from Asia as a countermeasure.

Rivian has a plan to overcome Trump’s tariffs

At this point, nearly every major automaker has acknowledged the damaging impact of tariffs on vehicle imports in the US.

GM, Volkswagen, Mercedes-Benz, Stellantis, and Volvo all withdrew their financial guidance due to the uncertainty. Rivian wasted no time preparing for the changes.

According to a Bloomberg report on Wednesday, Rivian has been stockpiling lithium-iron phosphate (LFP) battery cells from Gotion High-Tech since last year. The battery cells are used in Rivian’s Commercial Van, initially used by Rivian and now open to other businesses.

Advertisement – scroll for more content

Sources familiar with the matter said Rivian covered the upfront costs to stockpile inventory for later use. China’s Gotion paid for and built a separate reserve in the US.

The sources also said that Rivian is working with Samsung SDI to move a significant portion of its battery supply from Korea to the US. Battery cells from Samsung are used in Rivian’s R1S electric SUV and R1T pickup. All three vehicles are built at Rivian’s manufacturing plant in Normal, IL.

Rivian-Trump's-tariffs
Rivian R1T (right) and R1S (left) Source: Rivan

The move is to ensure Rivian has enough supply while minimizing potential higher prices and other complications from the tariffs.

As it prepares to launch its smaller, more affordable R2, sources said Rivian is looking to secure similar deals for batteries and raw materials in the future. Rivian has reportedly already signed its first agreement, but no other details were offered.

Rivian-Trump's-tariffs
Rivian’s next-gen R2, R3, and R3X (Source: Rivian)

The upcoming R2 will use cells from LG Energy Solution. Although they will initially come from Korea, LG will produce the next-gen batteries in Arizona.

Electrek’s Take

Although Trump eased some of the impacts on imported vehicles on Wednesday, many tariffs remain in place and are already causing havoc in the industry.

Almost every major automaker has withdrawn earnings guidance due to the expected impacts. Like Rivian, others are taking countermeasures, including boosting US inventory in preparation. However, how long can this last?

Trump claims that the “Golden Age of America” is here, but it looks to be the complete opposite. The tariffs will only put the US further behind as China and others emerge as global leaders in tech.

FTC: We use income earning auto affiliate links. More.

Continue Reading

Trending