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.”
Tesla and Nissan agree to NACS compatibility in most recent adoption
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 arsonist who burned Cybertruck sees end of FAFO journey
The man has now reached the “Find Out” stage.
A Mesa, Arizona man has been sentenced to five years in federal prison for setting fire to a Tesla location and vehicle in a politically motivated arson attack, federal prosecutors have stated.
The April 2025 incident destroyed a Tesla Cybertruck, endangered first responders, and triggered mandatory sentencing under federal arson laws.
A five-year sentence
U.S. District Judge Diane J. Humetewa sentenced Ian William Moses, 35, of Mesa, Arizona, to 5 years in prison followed by 3 years of supervised release for maliciously damaging property and vehicles by means of fire. Moses pleaded guilty in October to all five counts brought by a federal grand jury. Restitution will be determined at a hearing scheduled for April 13, 2026.
As per court records, surveillance footage showed Moses arriving at a Tesla store in Mesa shortly before 2 a.m. on April 28, 2025, carrying a gasoline can and backpack. Investigators stated that he placed fire starter logs near the building, poured gasoline on the structure and three vehicles, and ignited the fire. The blaze destroyed a Tesla Cybertruck. Moses fled the scene on a bicycle and was arrested by Mesa police about a quarter mile away, roughly an hour later.
Authorities said Moses was still wearing the same clothing seen on camera at the time of his arrest and was carrying a hand-drawn map marking the dealership’s location. Moses also painted the word “Theif” on the walls of the Tesla location, prompting jokes from social media users and Tesla community members.
The “Finding Out” stage
U.S. Attorney Timothy Courchaine noted that Moses’ sentence reflects the gravity of his crime. He also highlighted that arson is never acceptable.
“Arson can never be an acceptable part of American politics. Mr. Moses’ actions endangered the public and first responders and could have easily turned deadly. This five-year sentence reflects the gravity of these crimes and makes clear that politically fueled attacks on Arizona’s communities and businesses will be met with full accountability.”
Maricopa County Attorney Rachel Mitchell echoed the same sentiments, stating that regardless of Moses’ sentiments towards Elon Musk, his actions are not defensible.
“This sentence sends a clear message: violence and intimidation have no place in our community. Setting fire to a business in retaliation for political or personal grievances is not protest, it is a crime. Our community deserves to feel safe, and this sentence underscores that Maricopa County will not tolerate political violence in any form.”
News
Tesla says its Texas lithium refinery is now operational and unlike anything in North America
Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.
Tesla has confirmed that its Texas lithium refinery is now operational, marking a major milestone for the company’s U.S. battery supply chain. In a newly released video, Tesla staff detailed how the facility converts raw spodumene ore directly into battery-grade lithium hydroxide, making it the first refinery of its kind in North America.
Elon Musk separately described the site as both the most advanced and the largest lithium refinery in the United States.
A first-of-its-kind lithium refining process
In the video, Tesla staff at the Texas lithium refinery near Corpus Christi explained that the facility processes spodumene, a lithium-rich hard-rock ore, directly into battery-grade lithium hydroxide on site. The approach bypasses intermediate refining steps commonly used elsewhere in the industry.
According to the staff, spodumene is processed through kilns and cooling systems before undergoing alkaline leaching, purification, and crystallization. The resulting lithium hydroxide is suitable for use in batteries for energy storage and electric vehicles. Tesla employees noted that the process is simpler and less expensive than traditional refining methods.
Staff at the facility added that the process eliminates hazardous byproducts typically associated with lithium refining. “Our process is more sustainable than traditional methods and eliminates hazardous byproducts, and instead produces a co-product named anhydrite, used in concrete mixes,” an employee noted.
Musk calls the facility the largest lithium refinery in America
The refinery’s development timeline has been very impressive. The project moved from breaking ground in 2023 to integrated plant startup in 2025 by running feasibility studies, design, and construction in parallel. This compressed schedule enabled the fastest time-to-market for a refinery using this type of technology. This 2026, the facility has become operational.
Elon Musk echoed the significance of the project in posts on X, stating that “the largest Lithium refinery in America is now operational.” In a separate comment, Musk described the site as “the most advanced lithium refinery in the world” and emphasized that the facility is “very clean.”
By bringing large-scale lithium hydroxide production online in Texas, Tesla is positioning itself to reduce reliance on foreign refining capacity while supporting its growth in battery and vehicle production. The refinery also complements Tesla’s nascent domestic battery manufacturing efforts, which could very well be a difference maker in the market.
News
Tesla Optimus V3 gets early third-party feedback, and it’s eye-opening
Jason Calacanis’ remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot
Angel investor and entrepreneur Jason Calacanis shared some insights after he got an early look at Tesla’s upcoming Optimus V3. His remarks, which were shared during a discussion at CES 2026, offered one of the first third-party impressions of the yet-to-be-unveiled robot.
Calacanis’ comments were shared publicly on X, and they were quite noteworthy.
The angel investor stated that he visited Tesla’s Optimus lab on a Sunday morning and observed that the place was buzzing with energy. The investor then shared a rare, shocking insight. As per Calacanis, Optimus V3 will be so revolutionary that people will probably not even remember that Tesla used to make cars in the future.
“I don’t want to name drop, but two Sundays ago, I went to Tesla with Elon and I went and visited the Optimus lab. There were a large number of people working on a Sunday at 10 a.m. and I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car,” he noted.
The angel investor also reiterated the primary advantage of Optimus, and how it could effectively change the world.
“They will only remember the Optimus and that he is going to make a billion of those, and it is going to be the most transformative technology product ever made in the history of humanity, because what LLMs are gonna enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe there will be a 1:1 ratio of humans to Optimus, and I think he’s already won,” he said.
While Calacanis’ comments were clearly opinion-driven, they stood out as among the first from a non-Tesla employee about Optimus V3. Considering his reaction to the humanoid robot, perhaps Elon Musk’s predictions for Optimus V3 might not be too far-fetched at all.
Tesla has been careful with its public messaging around Optimus V3’s development stage. Musk has previously stated on X that Optimus V3 has not yet been revealed publicly, clarifying that images and videos of the robot online still show Optimus V2 and V2.5, not the next-generation unit. As for Calacanis’ recent comments, however, Musk responded with a simple “Probably true” in a post on X.