Stellantis Delays Strategic Plan Amid US Tariffs and EU Regulations

Strategic Plan Postponement

• 📌 Stellantis is delaying its new strategic plan to the second quarter of next year.
• 🎯 This delay is intended to give CEO Antonio Felosa more time to navigate significant uncertainties in key markets.

US Market Challenges

• ⚠️ The company faces rising trade barriers in the US, specifically a potential $1.73 billion hit from US tariffs in 2025.
• 🚗 Over 40% of Stellantis vehicles sold in the US last year were imports from Mexico and Canada, which are subject to a 25% US tariff.
• 🧐 Felosa has indicated that the current US tariff scenario is not yet considered final.

European Union Regulatory Landscape

• 🇪🇺 In Europe, Stellantis awaits the outcome of the EU Commission's review of its 2035 zero-emission regulation, expected by the end of the year.

Path Forward and Market Reaction

• 🚀 CEO Felosa is committed to launching new vehicle models to improve customer connection and steer the automaker back on track after a challenging 2024.
• 📈 Stellantis expects to finalize decisions on these launches soon, with its shares showing a rebound after an earlier decline.