Analyst Note| Richard Hilgert |
No-moat rated Nissan announced long-term plans for vehicle electrification and battery cost objectives, called “Ambition 2030.” During the next five years, Nissan expects to invest JPY 2 trillion and launch 20 electrified models out of roughly 55 models in total. In 2026, the firm’s objective is to have more than 75% electrified sales mix in Europe, greater than 55% in Japan, and more than 40% in China for 2.5 million total electrified volume. By 2030, Nissan plans to have launched 15 new all-electric vehicles and eight new hybrids for a total of 23 new models and more than 50% global electrified sales mix. The firm also believes all-electric will account for 40% of its U.S. sales mix in 2030.