Nissan Leaf faces production cuts as battery shortage delays affordable EV launch

Why Is Nissan Cutting Production of the New Leaf Before It Even Hits Showrooms?

Nissan’s latest Leaf was supposed to be a comeback moment—a fresh start for one of the world’s most recognizable electric cars. But right out of the gate, there’s a snag: Nissan is slashing production just as the new model is set to launch. The culprit? A slower-than-expected ramp-up in battery supply from their partner AESC. According to a recent Nikkei Asia report, the battery bottleneck is so significant that Nissan will build thousands fewer Leafs than planned between September and November at its Tochigi, Japan, plant.

This isn’t just a minor hiccup. For a car that’s meant to reestablish Nissan’s EV credentials, limited showroom availability could mean missed sales and frustrated early adopters. It’s a classic case of supply chain reality colliding with big ambitions. And it’s not unique to Nissan—battery supply has become the new oil for the EV industry, with everyone from Ford to Volkswagen facing similar headaches.

What Platform and Tech Does the New Leaf Use?

Underneath its updated skin, the new Leaf rides on the same CMF-EV platform as the larger Nissan Ariya. That’s a big deal. This modular architecture is designed to be flexible, efficient, and ready for the next generation of electric vehicles. It allows Nissan to offer multiple battery and motor configurations, which is exactly what they’re doing here.

The entry-level Leaf for the US market gets a 52 kWh battery pack paired with a front-mounted electric motor delivering 174 horsepower and 254 lb-ft of torque. For drivers who want more range and punch, there’s a 75 kWh version with 214 horsepower and 262 lb-ft of torque—enough for a claimed 303 miles (488 km) on a single charge. That’s a serious leap over the outgoing model, and it puts the Leaf right in the thick of the mainstream EV race.

How Does Pricing Stack Up Against Other Electric Cars?

Here’s where the new Leaf really shakes things up. Nissan has confirmed a starting price of $29,990 for the 2026 model, making it the most affordable EV in the US market right now. That’s just a modest bump over the outgoing Leaf, and it’s a strategic move—Nissan is clearly betting that price-sensitive buyers will flock to the new model, especially as other automakers push their entry-level EVs north of $35,000.

There’s even talk of an even cheaper Leaf variant in the pipeline, though details are still under wraps. For context, the average transaction price for a new EV in the US was just over $55,000 in early 2024, according to Kelley Blue Book. So, the Leaf’s price point isn’t just competitive—it’s disruptive.

Will the Battery Shortage Hurt the Leaf’s Success?

Short answer: It could, but it’s not a dealbreaker—yet. Battery supply is the lifeblood of any EV program, and Nissan’s current bottleneck means fewer Leafs will be available in showrooms this fall. If the shortage drags on, it could dampen momentum just as the car is trying to gain traction.

But there’s a silver lining. Nissan’s decision to prioritize quality over quantity—making sure every Leaf that rolls off the line meets their standards—could pay off in the long run. Plus, as AESC ramps up production, supply should stabilize. The bigger question is whether buyers will wait or simply turn to competitors like the Chevy Bolt EUV or Hyundai Kona Electric, both of which are also vying for the affordable EV crown.

How Does the New Leaf Compare to Rivals on Range and Features?

Range anxiety is still a thing, even in 2024. The base Leaf’s 52 kWh battery is good for everyday commuting and city driving, but it’s the 75 kWh model’s 303-mile range that will catch the eye of road-trippers and suburban families. That figure puts it in direct competition with the likes of the Tesla Model 3 and Hyundai Ioniq 5, both of which offer similar real-world range.

As for features, Nissan hasn’t skimped. Expect the latest driver-assistance tech, a modern infotainment system, and a cabin that feels a step up from the previous generation. The CMF-EV platform also means better ride quality and handling, thanks to a lower center of gravity and improved chassis dynamics. It’s not just about numbers on a spec sheet—it’s about how the car feels day to day.

What’s the Outlook for the Leaf in the US, Japan, and Europe?

Nissan is rolling out the new Leaf in the US, Japan, and Europe, with other markets to follow. The company is clearly aiming for global relevance, not just a niche play. The key to success will be keeping the price low, the range competitive, and the supply steady. If Nissan can iron out the battery kinks, the Leaf could reclaim its spot as the go-to affordable EV for mainstream buyers.

The big takeaway? The new Leaf isn’t about perfection—it’s about smarter adjustments. Start with one change this week, and you’ll likely spot the difference by month’s end. Whether that means reserving your Leaf early, keeping an eye on battery supply updates, or simply comparing your options, a little flexibility goes a long way in the fast-evolving EV world.