Scelte strategiche gruppo Stellantis NV

[andreadb]

https://www.quattroruote.it/news/industria-finanza/2024/05/31/stellantis_tavares_ai_governi_incentivate_le_elettriche_o_la_gente_non_le_comprera_.html

 

Detto ciò, Stellantis continuerà a puntare su piattaforme multienergia, "utili per affrontare l'incertezza": la strada parallela dell'elettrico, però, sembra tracciata.

[nino175]

On 28/05/2024 at 22:37, __P scrive:

Attenzione… 

Una Maserati sotto Ferrari utilizzerebbe piattaforme Ferrari e non Large. 
Significa che auto da “numeri” come Grecale e Ghibli non le fai più. Al massimo una Levante con altri target rispetto all’attuale e la prossima.

Che se ne fa Ferrari di uno stabilimento come Cassino o Pomigliano nati per 300/400 mila auto per anno?

Si, è vero sono stabilimenti nati per 300/400 mila auto anno " potenzialmente " ma da anni ormai sono utilizzati al 30/40% massimo,

a Cassino produrranno al massimo 90/100 mila  auto  che portano un fatturato ridotto..intendo dire che 15/20 mila Maserati o Ferrari prodotte a Cassino per esempio, porterebbero lo stesso fatturato forse anche di più

[andreadb]

scusate andiamo sugli ibridi ed elettrici con range extender termici

Jeep expects to grow plug-in hybrid SUV sales by as much as 50% in 2024 https://www.cnbc.com/2024/06/03/jeep-plug-in-hybrid-suv-sales-target.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

[machefredfa]

La Mopar di Rivalta stoccherà i pezzi di ricambio delle auto Leapmotor che saranno vendute in Europa. Questo è il primo passo della joint venture tra Stellantis e Leapmotor per commercializzare auto cinesi in Europa. A partire da luglio, i ricambi arriveranno a Rivalta e tra i 30 e i 40 operai di Mirafiori saranno trasferiti lì.

 

Fonte: https://amp.torinotoday.it/economia/mopar-rivalta-ricambi-leapmotor.html

[davos]

Acc rinvia la fabbrica di Termoli probabilmente per adattarla alle nuove esigenze di batterie a basso costo

https://it.finance.yahoo.com/notizie/stellantis-acc-rinvia-piani-per-131750760.html

[Marco1975]

O forse perché non sanno a chi vendere quelle batterie ? Un po’ più semplice come spiegazione …

[4200blu]

ACC ha interrotto anche la costruzione della fabbrica a Kaiserslautern che doveva essere completata entro la fine dell'anno.

 

Stellantis-backed battery maker ACC halts plans for German, Italian plants
Automotive Cells Company factories in Kaiserslautern, Germany, and Termoli, Italy, will be put on hold amid a slowdown in EV sales and worries about costs.

Stellantis and Mercedes-Benz Group's joint battery company has stopped construction on sites in Germany and Italy to review the business in light of slowing electric-vehicle sales and high costs. 

Automotive Cells Company, or ACC, which is developing three battery plants in Europe at a total cost of €7 billion ($7.6 billion), is resetting its strategy at its site in Kaiserslautern, Germany, with one of the options making low-cost lithium-iron-phosphate cells, according to CEO Yann Vincent. The plant was to become operational by 2025, with full capacity reached in 2030. It was to employ 2,000 people, ACC has said.

The company, which also includes energy company Total/Saft as a partner, is working on three battery factories in Europe. It inaugurated its first major plant a year ago in Douvrin, France. The company said on Tuesday it would renew discussions on its factory in Italy's Termoli in late 2024 or early 2025.

Demand for EVs has slowed in Europe, with growth only expected in the mass-market segment, Vincent said, speaking on the sidelines of a BloombergNEF event in Munich. The plant, set to cost just over €2 billion with an initial plan to make lithium-ion cells, is also pushing out its start date by at about two years. 

The news about the Kaiserslautern site was first reported by the German newspaper Rheinpfalz.

EV projects revised as sales slow
The review on battery technology and cost savings at the former Opel site adds to a growing line of EV projects that are being reconfigured as electric cars struggle. Several countries in Europe have scrapped or reduced buying incentives, pushing vehicle sales sharply lower.

Volkswagen last month said it may delay how quickly its upcoming battery factories in Europe reach full capacity as EV sales cool. Manufacturers are also betting on selling more plug-in hybrids and expect to keep combustion-engine cars in production well into the next decade. 

Among the changes, battery technology has been shifting with LFP cells gaining ground on more expensive lithium-ion chemistries that so far delivered better driving ranges. Both Stellantis and Mercedes are requesting lower-cost solutions for batteries to power planned entry-level electric vehicles, Vincent said. 

ACC will decide by the end of this year or beginning of 2025 how to proceed with the plant in Germany’s Saarland state. Then, it will take as much as 2.5 years to manufacture the first cells, he said. The plans for the factory are currently on hold, not completely dropped, he added. 

The Kaiserslautern plant has been granted €437 million in subsidies by Germany’s federal government and Saarland state, with ACC applying for additional funding. Initial capacity of 13.4 gigawatt-hours will rise to 40 GWh, enough to power about 600,000 cars. 

Bloomberg and Reuters contributed to this report

 

(ANE)

 

 

[Marco1975]

Di questo passo servirà una fabbrica italiana per i 3 cilindri a catena 1.2 (e non solo i cambi a Mirafiori). 

[Graziano68dt]

44 minuti fa, Marco1975 scrive:

Di questo passo servirà una fabbrica italiana per i 3 cilindri a catena 1.2 (e non solo i cambi a Mirafiori). 

E' quello che mi auspico da 2 anni almeno, visto che non hanno voluto montare i firefly sui pianali exPSA.

[4200blu]

Stellantis may drop some suppliers to cut EV costs, Tavares says

European automakers are trimming costs to keep up with Chinese rivals.

Stellantis is willing to part with some of its suppliers and make vehicle components on its own to lower costs in the expensive shift to electrification.

“When suppliers are not racing at the same speed of our teams, our teams see a big benefit to in-source,” Tavares told reporters during a conference call from Melfi in southern Italy.

“You come to the conclusion that what you have outsourced, you can do it in-house.”

Automakers are pressuring suppliers to eke out more cost reductions amid slowing EV demand in Europe, where elevated borrowing costs, subdued economic growth and waning subsidies have weighed on sales.

At the same time, Chinese brands are expanding in the region with cheaper models.

BYD plans to offer its Seagull hatchback next year at a price below €20,000 ($21,730).

The company’s suppliers include Valeo, which Stellantis last year lauded as keeping a lid on costs.

The Fiat and Jeep maker also procures from companies such as Continental, Magna International, Forvia and Aptiv, among others.

Stellantis and its partners also are adjusting investment levels for EV batteries to match vehicle demand, the CEO said.

Earlier Tuesday, Stellantis and Mercedes-Benz’s battery venture Automotive Cell Company said it had paused construction of a €2 billion plant in Germany to review plans and possibly switch to making lower-cost cells at the site.

On Melfi, which makes Jeep and Fiat models, Tavares said productivity and quality had improved.

While the company has been cutting jobs in the country, the CEO referred to recent talks with Italian unions as “constructive.”

Stellantis supports the Italian government’s target of producing 1 million vehicles locally, provided “there are 1 million buyers for them,” Tavares said.

Still, energy prices in Italy remain “totally uncompetitive,” he said, with Stellantis planning to enable Melfi to make its own electricity.
 

(ANE)