Scelte strategiche gruppo Stellantis NV

[gpat]

2 minuti fa, libbio scrive:

Sulla discussione della panda c'è chi ha spiegato che,configurando a, ci sono scelte e mancanze senza senso...

Stellantis non ha ancora capito che il cliente non è più disponibile a prendere fregature...

 

Per essere sinceri c'erano pure con FCA, ma la macchina non costava 14950 per la base e 17950 per la top.

[4200blu]

Stellantis ready to cut ICE car production in Europe to meet CO2 target

Jean-Philippe Imparato, COO of Stellantis's Europe region, says that EV production will take priority over internal-combustion cars in 2025 as EU emissions rules tighten.

PARIS — Stellantis is ready to cut production of cars with internal combustion engines next year to meet its 2025 EU emissions targets rather than pay fines, the group’s Europe boss said.

The production cuts could start as early as Nov. 1, said Jean-Philippe Imparato, who on Oct. 10 was named COO for the automaker's Europe region, which includes Eurasia and Turkey, as part of a broad management shake-up. 

Imparato was formerly CEO of Alfa Romeo and before the Stellantis merger in January 2021 was CEO of Peugeot at PSA Group.

Some automakers, including BMW and Renault Group, have called for changes or delays to the stricter CO2 rules, which will require automakers to get 20 to 25 percent of their sales from full-electric vehicles, depending on estimates. The EV market share in the EU was less than 13 percent through August. 

Stellantis opposes any delay or weakening of the rules. CEO Carlos Tavares said at the Paris auto show on Oct. 15 that Stellantis would meet the targets, and that any delay to the new rules would mean that European automakers fall further behind technologically advanced Chinese brands.

Imparato said in an Oct. 14 interview at the Paris show that Stellantis will need to double its EV share next year to 24 percent of total vehicle sales to meet the 2025 target. If demand for EV remains at the current levels, the only way to achieve the goal and avoid fine will be to reduce output of ICE car, Imparato said. 

Aligning production and demand

“My first task is to align production for vehicles sold in the first quarter of 2025” by the first week of November, he said. 

It takes about 60 days to get a car from the production line to being registered whether the end customer is private or business buyer, or a dealer. 

The EU rules that take effect Jan. 1 will set an overall fleet CO2 emission target of 95 grams per kilometer — down from average actual emissions of 106.6 g/km in 2023, according to provisional data from the European Environment Agency.

Automakers that miss their individual targets will face fines of €95 per excess gram per vehicle.

According to Renault CEO Luca de Meo, automakers could face fines of €15 billion. Analysts at Barclays Bank quoted in The Financial Times put the figure at more than €10 billion.

One potential advantage for Stellantis is the group’s recent investment in Leapmotor, a Chinese automaker that has started to sell two EVs in Europe. Cars sold by the Leapmotor International joint venture, in which Stellantis has a 51 percent stake, will count in the group’s emissions figures.

Imparato declined to give a sales target for Leapmotor next year in Europe, but added that, including Leapmotor vehicles, the average combined share of Stellantis EVs would stand at about 20 percent.  

To ensure Stellantis is on track to meet its emission target, Imparato said he will base its overall production budget on its EV order portfolio. 

“Given that we produce only vehicles covered by a customer order, we’ll assemble as many ICEs as those needed to keep the EV share at the required level,” he said.  

Existing inventory issues

Production cuts to ICE cars based on emissions targets could add to Stellantis’s woes in Europe, at least in the short term. The automaker said this week that deliveries in Europe were down 17 percent in the third quarter because of delays to key models such as the Citroen C3 and e-C3.

It has recently suspended production at the Mirafiori factory in Turin, which builds the Fiat 500e small EV and two Maserati models, until Nov. 1, citing weak demand. On Oct. 16 it said it was suspending activities at engine plants and the factory that builds the Fiat Panda minicar in Italy for several days next month. 

Stellantis is also facing a glut of inventory in North America, where deliveries are down 36 percent. The company’s share price has dropped sharply after disappointing first-half profits and a profit warning issued at the end of September.

Levers to boost EV sales

Imparato said he had several levers to pull to increase EV sales, with targets tailored to individual European markets based on EV penetration. For example, he said dealers in Spain and Italy, where EV market share is less than 5 percent, won’t have to sell 20 percent EVs next year, but those in the Netherlands might have to reach 50 percent.

The company will increase dealer incentives on EVs, he said. “If they play the game, they’ll earn big money,” Imparato said, adding that the new incentive program will reward the whole distribution chain, from salespeople to zone managers.

A large dealer, who asked to remain anonymous, said that additional incentives on EVs would be more than welcome, but they have not been communicated yet.

After the new EV incentives are in place, if demand for ICE cars exceeds the share projected to meet emissions targets, Imparato said Stellantis could raise prices on ICE vehicles “on a flexible basis, by model, brand and market.”

Another way to increase EV sales is through helping dealers handle potential shortfalls on leasing and long-term rental contracts, he said. 

In the past, residual values have been set relatively high to keep monthly payments low. But residual values on used EVs have fallen sharply, including in Europe, after Tesla started a global price war in late 2022. That has left automakers and dealers facing significant losses on used cars or cars coming off lease.

Dealers are now facing a “mountain” of EVs coming back from lease contracts signed in 2021-22, and automakers have to help them on residuals, Imparato said. The need to avoid the additional burden is one more reason to align production with EV demand in the future, he added.

Automakers will have to learn how to leverage the long-term value of EVs, he said. “You can sell an EV three times,” Imparato said, meaning the initial lease and two more leases as a used vehicle. 

For that to happen, used EV values will need to be carefully calculated, he said, starting with the initial lease terms.

 

(ANE)

 

 

 

 

[AlexMi]

 

 

 

 

 

Modificato 18 Ottobre da AlexMi

[Alain]

1 ora fa, 4200blu scrive:

 

Automakers will have to learn how to leverage the long-term value of EVs, he said. “You can sell an EV three times,” Imparato said, meaning the initial lease and two more leases as a used vehicle. 

For that to happen, used EV values will need to be carefully calculated, he said, starting with the initial lease terms.

 

(ANE

 

🤦🏻😭😳

 

ok prepariamoci a rate dei leasing delle Stellantis BEV più alte del resto del mercato e figuriamoci di Tesla 

 

 

[KimKardashian]

Beh dai nel 2025 hanno a regime 3008, 600, Junior, Grande Panda e qualcos’altro che mi sfugge che comunque son tutte anche BEV, di “mostri inquinanti” han solo le Maserati in listino ma tanto non si vendono a prescindere

[gpat]

https://www.quattroruote.it/news/industria-finanza/2024/10/17/santo_ficili_la_mia_missione_riportare_maserati_dove_merita_di_stare_.html

 

Cita

Santo Ficili
"Porterò Maserati e Alfa Romeo dove meritano di stare"

"La missione che mi ha dato Tavares è portare i due marchi dove meritano di stare."

 

 

Non voglio essere prevenuto verso un buon torinese, ma dire così, di questi tempi, sembra più una minaccia che altro.

[gilerak]

In un museo?

[stev66]

17 ore fa, KimKardashian scrive:

Beh dai nel 2025 hanno a regime 3008, 600, Junior, Grande Panda e qualcos’altro che mi sfugge che comunque son tutte anche BEV, di “mostri inquinanti” han solo le Maserati in listino ma tanto non si vendono a prescindere

Il problema non è l'offerta ma quante ne vendono.

Devono arrivare al 20% bev del venduto per non avere multe.

 

[nucarote]

Credo che il grosso di quel 20% dipenda da quanto riusciranno ad ingranare con C3 e i relativi cloni piu l'import di T03.

[4200blu]

1 ora fa, nucarote scrive:

Credo che il grosso di quel 20% dipenda da quanto riusciranno ad ingranare con C3 e i relativi cloni piu l'import di T03.

Non credo che in tutta l‘europa bastano c3 e t03 per raggiungere una quota bev di 20% delle vendite totale.