Ghosn Claims Only He Can Save Nissan

[Company Update] Responding to shareholder calls for his return, Ghosn stated, 'Only I can save Nissan,' though it is legally impossible.

Key Development: Shareholders Propose Ousting Current CEO and Bringing Back Ghosn

At Nissan's 127th annual general meeting, shareholders initiated a vote of no confidence against current CEO Ivan Espinosa and proposed reappointing Carlos Ghosn as CEO. Although based in Lebanon, Ghosn publicly expressed understanding of shareholders' frustration, noting that Nissan's stock price has fallen by approximately 80% since 2018.

Strategic Underpinnings: Nissan Trapped in Prolonged Strategic Drift and Governance Crisis

Ghosn acknowledged that a return is 'legally impossible,' implying that his escape incident has rendered him ineligible to resume duties. Nissan currently lacks a clear transformation roadmap and faces speculation about potential acquisition by a Chinese company, highlighting Japanese automakers' systemic lag in the global shift toward electrification.