After Nissan announced plans to exit the full-size pickup segment in 2024, rumors have continued to circulate about the automaker’s consideration of a light-duty electric truck. While the Japanese automaker doesn’t expect to enter the electric pickup market anytime soon, company executives say Nissan will eventually need to go electric in the truck segment.
During the Japan Mobility Show on Wednesday, Nissan Global Product Strategy Executive Ivan Espinosa told Automotive News that the automaker plans to continue investing in a future pickup. However, Espinosa says an electric pickup won’t hit the market anytime soon — despite the company’s continued investments.
“One thing you can be sure about is we’re going to keep investing in the truck segment,” Espinosa said. “How do we evolve … is the question that we are discussing internally. Eventually, we will have to electrify the truck.”
Despite the statements, Espinosa refused to formally comment on product plans. Instead, he pointed to the fact that U.S. automakers have been hard to beat in the full-size pickup market.
“You have competitors doing 700,000 trucks a year,” Espinosa said. “So it’s a bit of a difficult space to play now.”
Nissan sold 76,183 Frontier mid-size trucks in the U.S. last year, so a future electric Frontier wouldn’t seem beyond the automaker’s long-term ambitions.
However, electric pickups won’t be the first EVs to roll out, according to Espinosa. Additionally, previous rumors have suggested that the automaker wouldn’t bring an electric pickup to market until 2030.
“The demand for electrification is concentrating today much more on the C-SUV and D-SUV [segments],” Espinosa added. “These are the ones that you will start seeing rolling into first. And I see trucks a little bit on the later stage.”
I really hope the future of cars is actually close to the concept cars big auto makes. Look at this Nissan car just unveiled here in Tokyo. #nissan #JapanMoblityShow pic.twitter.com/Nwga7qTrV1
— WHAT'S INSIDE? (@whatsinside) October 25, 2023
The statements come as the electric pickup segment emerges with new contributions like the Rivian R1T and the forthcoming Tesla Cybertruck, as well as larger electrified trucks from Ford, Chevrolet and GMC, among others. It also comes as Nissan has unveiled a few concept EVs at Japan Mobility, including the above-pictured Nissan Hyper Force.
Along with ending production of the Titan in 2024, Nissan has announced plans to phase out the Leaf electric vehicle (EV), which was one of the earliest battery-electric cars to be introduced to global markets.
The automaker has also faced production stalls and other issues with the production of the Nissan Ariya, though it increased the number of EVs it hopes to debut by 2030 to 19 from 15 earlier this year.
With plans to make 40 percent of its sales fully electric in the U.S. by 2030 and a renewed ambition in the EV space, many have speculated around the subject of an electric pickup from the automaker. Nissan was also reportedly considering the idea of a Titan EV back in 2020, though the automaker will now exit the full-size pickup market with the Titan ending production next year.
Nissan Dealer Board Chairman Tyler Slade told Automotive News a few months ago that the automaker would want to make a $40,000 electric pickup rather than competing directly with more expensive, larger EV trucks.
“They don’t want to be in the Rivian or the [Tesla] Cybertruck space,” Slade said. “They want to be in the affordable $40,000 range.”
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What are your thoughts? Let me know at zach@teslarati.com, find me on X at @zacharyvisconti, or send your tips to us at tips@teslarati.com.
News
Tesla takes first step in sunsetting Model S and X with drastic move
Tesla won’t be taking custom orders of the Model S or Model X in Europe any longer.
Tesla has seemingly taken the first step in sunsetting two of its older vehicles, the Model S and Model X, by ending international orders.
The flagship sedan and SUV from Tesla are the two oldest cars in the company’s lineup. They account for a very small portion of overall sales, and several years ago, CEO Elon Musk admitted that Tesla only continues to build and sell them due to “sentimental reasons.”
Earlier this year, there were calls for Tesla to end the production of the two cars, but Lars Moravy said that the Model S and Model X were due to get some love later in 2025. That happened, but the changes were extremely minor.
Tesla launches new Model S and Model X, and the changes are slim
Some took this as an indication that Tesla has kind of moved on from the Model S and Model X. A handful of people seemed to think Tesla would overhaul the vehicles substantially, but the changes were extremely minor and included only a few real adjustments.
In Europe, customers are unable to even put a new order in on a Model S or Model X.
We noticed earlier today that Tesla pressing the ‘Order’ button on either of the flagship vehicles takes you to local inventory, and not the Design Studio where you’d configure your custom build:
🚨 Tesla has removed the Model S and Model X Design Configurators from European customers
It will now bring up available inventory for those two vehicles instead of allowing you to build your own config pic.twitter.com/sMnGAr2kuu
— TESLARATI (@Teslarati) July 30, 2025
Tesla simply does not make enough Model S or Model X units to justify the expensive logistics process of shipping custom orders overseas. It almost seems as if they’re that they will essentially build a bunch of random configurations, send them overseas every few months, and let them sell before replenishing inventory.
Inversely, it could also mean Tesla is truly gearing up to sunset the vehicle altogether. It seems unlikely that the company will fade them out altogether in the next couple of years, but it could absolutely think about ending international orders because volume is so low.
Energy
Tesla inks multi-billion-dollar deal with LG Energy Solution to avoid tariff pressure
Tesla has reportedly secured a sizable partnership with LGES for LFP cells, and there’s an extra positive out of it.
Tesla has reportedly inked a multi-billion-dollar deal with LG Energy Solution in an effort to avoid tariff pressure and domesticate more of its supply chain.
Reuters is reporting that Tesla and LGES, a South Korean battery supplier of the automaker, signed a $4.3 billion deal for energy storage system batteries. The cells are going to be manufactured by LGES at its U.S. factory located in Michigan, the report indicates. The batteries will be the lithium iron phosphate, or LFP, chemistry.
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It is a move Tesla is making to avoid buying cells and parts from overseas as the Trump White House continues to use tariffs to prioritize domestic manufacturing.
LGES announced earlier today that it had signed a $4.3 billion contract to supply LFP cells over three years to a company, but it did not identify the customer, nor did the company state whether the batteries would be used in automotive or energy storage applications.
The deal is advantageous for both companies. Tesla is going to alleviate its reliance on battery cells that are built out of the country, so it’s going to be able to take some financial pressure off itself.
For LGES, the company has reported that it has experienced slowed demand for its cells in terms of automotive applications. It planned to offset this demand lag with more projects involving the cells in energy storage projects. This has been helped by the need for these systems at data centers used for AI.
During the Q1 Earnings Call, Tesla CFO Vaibhav Taneja confirmed that the company’s energy division had been impacted by the need to source cells from China-based suppliers. He went on to say that the company would work on “securing additional supply chain from non-China-based suppliers.”
It seems as if Tesla has managed to secure some of this needed domestic supply chain.
Lifestyle
Tesla brings perhaps the coolest interior feature to cars in latest update
Tesla adds on to the “fun” aspect of its vehicles.
Tesla has brought perhaps the coolest interior feature to its cars in a new update that is rolling out to vehicles now.
The feature will require a newer vehicle that has interior ambient lighting, which is present on the new Model S, Model X, Model 3 “Highland,” and Model Y “Juniper.” The Cybertruck also has ambient lighting strips throughout.
Tesla Model Y’s ambient lighting design changes revealed in leaked video
With the Version 2025.26+ Software Update, Tesla is rolling out a new “Sync Accent Lights w/ Music” feature, which is available on the Tesla Toybox:
Turn your Tesla into a rave cave with the new Light Sync feature 🎶
Rolling out now in software update 2025.26+ pic.twitter.com/IIsQxZ9jDP
— Tesla (@Tesla) July 29, 2025
To enable the feature, you’ll access the Toybox, choose “Light Sync,” and then choose “Sync Accent Lights w/ Music.”
Although it does not improve the performance of the vehicle, it is yet another example of Tesla making one of the coolest cars out there. This is truly a cool add-on that can be used to impress your friends and family.
Tesla takes first step in sunsetting Model S and X with drastic move
Tesla inks multi-billion-dollar deal with LG Energy Solution to avoid tariff pressure
Tesla brings perhaps the coolest interior feature to cars in latest update
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