The Aporia
Jolly, J. (2026, November 11). Nissan reduces petrol car production as EV sales boom in China. The Guardian. https://www.theguardian.com/business/2026/nov/11/nissan-reduces-petrol-car-production-as-ev-sales-boom-in-china
Jolly, Jasper. “Nissan reduces petrol car production as EV sales boom in China.” The Guardian, 11 Nov. 2026, https://www.theguardian.com/business/2026/nov/11/nissan-reduces-petrol-car-production-as-ev-sales-boom-in-china.
Jolly, Jasper. “Nissan reduces petrol car production as EV sales boom in China.” The Guardian, November 11, 2026. https://www.theguardian.com/business/2026/nov/11/nissan-reduces-petrol-car-production-as-ev-sales-boom-in-china.
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Nissan reduced its petrol car production due to a surge in electric vehicle (EV) sales in China. The Japanese automaker cut its 2026 sales forecast from 3.15 million to between 2.97 million and 3 million cars, largely because of challenges in the Chinese market where demand for EVs is growing rapidly. Nissan’s CEO, Ivan Espinosa, stated that competition is intensifying and the shift towards new energy vehicles is happening faster than expected. In contrast, Nissan saw increased sales in its home market and North America, regions where the transition to electric cars has been slower due to policy differences. This highlights the global car industry's challenge of adapting to varying rates of EV adoption across different markets.
China’s government gave weighty subsidies to its electric car industry, spotting an opportunity to overtake other countries such as Germany, Japan and the US, which had dominated sales of internal combustion engine cars.
That divergence between different parts of the world illustrates the challenge for global carmakers, many of whom are trying to continue selling their more profitable petrol and diesel cars for as long as possible while risking being left behind by newer Chinese rivals.
Nissan has been among the manufacturers slowing the shift to batteries in Europe. In the UK the carmaker has lobbied to weaken the zero-emission vehicle mandate, a target for increasing EV sales, and to continue to sell petrol cars after 2035.