Herm said:
How would Nissan make any money leasing cars or batteries if they are going to be worthless* in 3 years?
The same way that their customers can afford to purchase such a car.
I'm giving a snide response in order to make a point. I do not think they can make money if that level of capacity loss happens. So why would they think it is O.K. to sell such a car to their customers?
Personally, I think there are five possibilities here:
1) The problem is not as bad as it appears, so all will be fine.
2) The problem is as it appears and Nissan has a quick engineering fix close at hand. I seriously doubt this is the case, but it is possible. Is so, they are in decent shape, but they need to start communicating.
3) The problem is as it appears and Nissan chooses to not change anything they are doing. I think this is the case which would cost Nissan he most money (and good will).
4) The problem is as it appears and Nissan pulls back to only offer leases in the affected areas. As you say, they may not make money doing this, but I think it is the best compromise in a tough situation.
5) The problem is as it appears and Nissan pulls th LEAF completely out of the affected areas. This would largely eliminate the financial losses, but it also has side effects. Specifically, people in Phoenix who want a LEAF will not have access to it, which would essentially create a black market there. This would also limit Nissan's ability to build their expertise in these markets. I do not consider this a viable approach, long-term.
The bottom line is that IF this problem is real, there will simply be no way for Nissan to make money on the LEAF in Phoenix. They will just need to manage through it. But since the hot areas are likely only a small portion of the market, they should be able to overcome this and still make money on the LEAF. If one assumes the LEAF is under-engineered for climates such as is found in Phoenix, you could equally say that the Volt or the FFE are over-engineered for the other markets where the LEAF is just right.