Renault Leadership Vacuum, A Short-Term Headwind That Could Prove Challenging Long Term

  • Renault's financial performance and growth prospects have deteriorated, with revenue and net income well below previous highs and R&D spending under pressure. Leadership changes, unwinding of the Nissan alliance, and intensifying Chinese competition threaten Renault's position as the last independent French mass-market automaker. Recent collaborations with Geely offer a potential safety net, but are not enough to offset existential risks and industry disruption facing Renault.