Renault–Nissan–Mitsubishi Alliance Rebalances for a Shared Electrification Path
Following a January announcement, the Renault–Nissan–Mitsubishi Alliance laid out a plan to sign a global accord that rebalances more than two decades of collaboration. The trio, still bearing marks from the Ghosn era, presented a refreshed roadmap aimed at 2030. The alliance centers on three strategic scenarios: Europe, India, and South America. Excluding the Chinese ventures, the group intends to accelerate electrification by developing joint passenger and commercial vehicle models. A key objective is to share 80 percent of vehicle components by the end of 2026. (Alliance materials, updated 2025)
Equity realignment accompanies the new direction. Renault would own 15 percent of Nissan, and Nissan would hold 15 percent of Renault, while the remaining stake of 28.4 percent that Nissan currently holds in Renault would be placed in a French trust without voting rights but with Renault marketing ownership. Nissan would invest 15 percent in Renault’s Ampere, its electric car and software program, a move Mitsubishi plans to mirror. Once the peace initiative is formalized, leaders Luca de Meo (Renault), Takao Kato (Mitsubishi), and Makoto Uchida (Nissan) would oversee the alliance’s new era from design through execution. (Alliance materials, updated 2025)
European Plan
At a London event, the renewed alliance outlined core steps for its European strategy. A central element is Nissan’s forthcoming 100 percent electric compact SUV in the B segment, built on the CMF-BEV platform. The vehicle will be produced at Renault ElectriCity facilities in Douai, Maubeuge, and Ruitz, leveraging Renault’s ownership of the platform. This model is expected to sustain Nissan’s European footprint by 2026. (Alliance briefing, 2025)
Renault will introduce a new light commercial vehicle in Europe in 2026, the FlexEVan, co-developed with Nissan. Meanwhile, Renault’s Diamond brand will refresh its lineup, with the Capture and Clio joined by Mitsubishi’s new ASX and Colt. The next-generation Mitsubishi ASX will use the CMF-B platform at Valladolid, Spain, with final vehicle development carried out jointly by Nissan and Renault. A new generation of electric cars in the C segment will feature the new 800-volt charging technology. (Alliance briefing, 2025)
India and South America
Across India and South America, ambitious plans are on the table. In India, joint development will focus on new vehicles including SUVs, with a Renault Tribe urban model derived from Nissan for the Indian market and exports of Indian-built models. Additional efforts target segment A urban models to expand scale. (Alliance briefing, 2025)
In South America, the plan calls for new segment A models alongside a fresh pickup line, following past success with regional models such as the Nissan Frontier and Renault Alaskan. Renault will also manufacture a vehicle for Mexico for the first time in two decades. (Alliance briefing, 2025)
Beyond Cars
In Europe, the cooperation extends beyond product development. The alliance aims to optimize vehicle lifecycle management—from after-sales services and financing to distribution and end-of-life recycling. The shared distribution network is expected to improve dealer profitability while driving down costs through common channels for used vehicles and consolidated after-sales support. Mobilize Financial Services will coordinate financing offerings across Europe. (Alliance briefing, 2025)
Meanwhile, the two brands will jointly develop an electric-vehicle charging infrastructure across Europe, coordinating charging at Renault and Nissan dealer networks. A unified strategy will guide circular economy efforts, including battery reuse and end-of-life recycling partnerships. (Alliance briefing, 2025)
Finally, the alliance signals ongoing collaboration on cutting-edge areas such as solid-state batteries, software-defined vehicles, advanced driver-assistance systems, and autonomous driving research. (Alliance briefing, 2025)