Why Fewer 2026 Nissan Leafs May Hit U.S. Roads

Nissan may experience difficulties obtaining enough rare earth materials, which might impact the manufacturing of the upcoming Leaf model.
China's limitations on exporting rare earth materials are leading to delays in the worldwide electric vehicle sector.
Another postponement has occurred regarding the manufacturing schedule for two upcoming electric vehicles at Nissan's facility located in Mississippi.

UPDATE 7/11/25: A representative from Nissan addressed our inquiry regarding the delays in producing the Leaf, stating, "The new LEAF is moving forward as scheduled for its anticipated release. Sales are set to start in the U.S. during autumn 2025, with shipments in Japan expected throughout the year and in Europe around spring 2026. We cannot confirm or deny rumors." Additionally, the spokesperson provided details about the manufacturing schedule at the company’s plant in Canton, Mississippi: "In line with our dedication to providing quality products at fair prices, we've decided to make minor adjustments to the production timetable for electric vehicles at the Canton factory. Our aim is to maintain this site's ability to deliver top-tier cars that meet or surpass what customers expect."

As Nissan prepared to unveil a new version of the Leaf, it seems the company's initiatives have encountered obstacles. A report from Reuters in Tokyo states that a scarcity of components due to China's limitations on rare earth material imports has led to reduced manufacturing schedules.

The all-new Leaf Was scheduled to debut for the 2026 model year as a bigger vehicle compared to the initial hatchback. Previously a compact SUV, it was said to offer an impressive range of up to 303 miles in the S+ version, with an entry-level cost around $35,000. Similar to the first generation, the 2026 Leaf was designed to provide electric vehicle travel at a reasonably affordable rate.

The removal of the national electric vehicle tax credit initiative It will definitely lower U.S. sales for the small electric Nissan model. However, globally, the scarcity of rare earth materials will impact manufacturing in Japanese and European markets. So far, Nissan has started discussions with employees at a UK factory where the Leaf will be made, regarding early retirements.

At present, Nissan is implementing a significant strategy aimed at cutting its employee count by 15%, along with closing down seven manufacturing facilities. The firm's economic condition is unstable, and declining electric vehicle sales will not be beneficial. In addition, there is currently a 10-month setback for two upcoming EV models that were scheduled to be produced at Nissan’s facility in Canton, Mississippi.

Although the well-being of Nissan's dealership system in the U.S. likely relies heavily on selling conventional gasoline-powered SUVs such as the Rogue and Pathfinder, the updated Leaf was expected to boost sales for the company. The initial version faced some challenges when first introduced, yet still fulfilled its purpose as an effective electric vehicle option. This latest iteration aimed to enhance that image and provide features like adequate interior space and competitive pricing that many prospective electric car buyers seek.

Although the new Leaf may perform exceptionally well, it will encounter challenging times in the coming season.

The narrative first appeared on July 9, 2025.

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