Nissan CEO on Autonomous Driving, Making Cars in US

Смотреть на YouTube ↗  |  01 июля 2026, 15:00  |  8:03  |  Bloomberg Markets
Спикеры
Ivan Espinosa — President and CEO, Nissan
Nissan CEO Ivan Espinosa outlines the automaker's plan to accelerate development, expand autonomous driving across 90% of its lineup, and shift production to the US to mitigate tariff risks and stay competitive amid geopolitical uncertainty and a changing Chinese market. - Nissan is developing AI-defined vehicles with end-to-end autonomous driving capability in partnership with Wave. - The company plans to deploy autonomous technology across 90% of its lineup, starting with the El Grand in Japan by FY2027. - Development time has been reduced by 40% to 30 months to cope with an unpredictable global environment. - US production mix increased from 45% to 60% to hedge against tariffs and currency volatility. - Nissan is aggressively cutting costs on Mexican-made vehicles to offset the 25% US tariff and capture affordability-seeking buyers. - China is highlighted as a unique ecosystem where 80% of products already embed autonomous features, influencing future global standards. - The company intends to remain in China both for sales and to learn new methods and processes.
Идеи
Ivan Espinosa President and CEO, Nissan 1:05
Nissan restructuring and autonomous driving pivot.
Nissan has cut development time by 40% to 30 months, enabling faster product launches and better adaptation to geopolitical uncertainty. The company is shifting production to the US, increasing US-built mix from 45% to 60% to hedge against tariffs and forex volatility, while aggressively reducing costs on Mexican-made vehicles to maintain competitiveness. The rollout of autonomous driving technology (near level 4 ready) with partner Wave across 90% of the lineup starting in FY2027 positions Nissan for future industry standards and consumer demand.
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This Bloomberg Markets video, published July 01, 2026, features Ivan Espinosa discussing 7201.T. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Ivan Espinosa  · Tickers: 7201.T