Automotive News Daily Drive Nov. 20, 2025 | Nissan CEO Ivan Espinosa exclusive interview; Gen Z F&I
Nov 20, 2025
Ivan Espinosa, the CEO of Nissan, shares insights on the company’s ambitious turnaround plan and exciting new product launches for 2026. He discusses strategies for U.S. sales, including a healthier retail mix and a focus on hybrids. Paige Hodder offers a fascinating view into Gen Z car-buying habits, emphasizing their cautious credit approach and the necessity for dealerships to adapt their finance strategies. The conversation reveals the mounting pressure on automakers, including the recent challenges of a fire at a key manufacturing plant.
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Novelis Fire Risks Supply Recovery
- Novelis' upstate New York plant burned again, threatening timelines and supplier recovery for automakers.
- Ford estimates the shutdown could cost as much as $2 billion and is coordinating with Novelis on impacts.
China's Rare-Earth Pricing Is Strategic
- China appears to be using rare-earth pricing to undercut foreign refiners and deter investment.
- The auto industry could be the first to suffer if U.S. rare-earth supply and refining lose investment incentives.
Telluride Hybrid Targets Premium Buyers
- Kia's 2027 Telluride adds a hybrid and larger premium footprint to retain higher-income buyers.
- The hybrid option aims to keep the Telluride competitive as big crossovers electrify through the decade.